Shell plc
SHEL- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001306965
No open-market purchases or sales by Shell plc insiders were filed in the last 90 days; 1,531 institutions reported holding it in 13F filings for Q2 2026, worth $28.8B in total; Semper Augustus is the only superinvestor holding it.
Other share classesRYDAF
13F holders, Q3 2025
Institutional positions in Shell plc as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,393
- +18 vs. Q2 2025
- Shares held
- 362.5M
- −16.0M (−4.2%) vs. Q2 2025
- Total value
- $25.9B
- −$680.9M (−2.6%) vs. Q2 2025
- New holders
- 105
- 498 more added
- Sold out
- 87
- 496 more reduced
21 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SHEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,531 | $28.8B |
| Q1 2026 | 1,596 | $34.5B |
| Q4 2025 | 1,456 | $26.5B |
| Q3 2025 | 1,393 | $25.9B |
| Q2 2025 | 1,396 | $26.6B |
| Q1 2025 | 1,418 | $28.5B |
| Q4 2024 | 1,383 | $23.8B |
| Q3 2024 | 1,354 | $23.8B |
| Q2 2024 | 1,387 | $25.6B |
| Q1 2024 | 1,345 | $22.6B |
| Q4 2023 | 1,315 | $21.6B |
| Q3 2023 | 1,265 | $21.0B |
| Q2 2023 | 1,205 | $18.6B |
| Q1 2023 | 1,194 | $17.3B |
| Q4 2022 | 1,185 | $15.9B |
| Q3 2022 | 1,099 | $14.2B |
| Q2 2022 | 1,125 | $15.3B |
| Q1 2022 | 988 | $15.3B |
| Q4 2021 | 12 | $8.81M |
| Q3 2021 | 6 | $175.1K |
| Q2 2021 | 5 | $154.5K |
| Q1 2021 | 5 | $149.9K |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Matthew Goff Investment Advisor, LLC | 3,147 | $225.1K | 0.04% | −2,459−43.9% | Reduced |
| FMB Wealth Management | 3,148 | $225.2K | 0.10% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,150 | $225.3K | 0.10% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 3,153 | $226.0K | 0.03% | +38+1.2% | Added |
| Washington Trust Advisors, Inc. | 3,163 | $226.2K | 0.02% | +52+1.7% | Added |
| Nations Financial Group Inc, | 3,165 | $226.4K | 0.01% | +182+6.1% | Added |
| Confluence Wealth Services, Inc. | 3,166 | $226.5K | 0.01% | −75−2.3% | Reduced |
| Counterweight Ventures, LLC | 3,175 | $227.1K | 0.13% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 3,176 | $227.2K | 0.03% | 00.0% | Unchanged |
| Tufton Capital Management | 3,194 | $228.0K | 0.04% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 3,196 | $228.6K | 0.03% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 3,198 | $228.8K | 0.05% | +21+0.7% | Added |
| SeaBridge Investment Advisors LLC | 3,200 | $228.9K | 0.04% | 00.0% | Unchanged |
| Clarus Group, Inc. | 3,218 | $230.2K | 0.08% | −91−2.8% | Reduced |
| Brian Low Financial Group, LLC | 3,230 | $231.0K | 0.18% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 3,250 | $232.5K | 0.11% | −10−0.3% | Reduced |
| Silver Oak Securities, Inc | 3,250 | $232.5K | 0.02% | −203−5.9% | Reduced |
| Belpointe Asset Management LLC | 3,251 | $232.5K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 3,256 | $232.9K | 0.04% | +3,256 | New |
| Golden State Equity Partners | 3,258 | $233.0K | 0.04% | −90−2.7% | Reduced |
| Triad Wealth Partners, LLC | 3,258 | $233.1K | 0.03% | +3,258 | New |
| Riverbridge Partners LLC | 3,278 | $234.5K | 0.00% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,286 | $235.0K | 0.02% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,296 | $235.8K | 0.01% | +430+15.0% | Added |
| Werba Rubin Papier Wealth Management | 3,302 | $236.2K | 0.04% | +116+3.6% | Added |
| Integrated Investment Consultants, LLC | 3,318 | $237.3K | 0.04% | −254−7.1% | Reduced |
| Financial & Tax Architects, LLC | 3,318 | $237.3K | 0.05% | +3,318 | New |
| Pathway Financial Advisors LLC | 3,323 | $237.7K | 0.03% | +3,323 | New |
| Tevis Investment Management | 3,329 | $238.1K | 0.14% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,330 | $238.2K | 0.01% | −53−1.6% | Reduced |
| Roman Butler Fullerton & Co | 3,166 | $239.2K | 0.06% | +5+0.2% | Added |
| BLB&B Advisors, LLC | 3,348 | $239.5K | 0.01% | −111−3.2% | Reduced |
| First Citizens Bank & Trust Co | 3,366 | $240.8K | 0.01% | +109+3.3% | Added |
| Soltis Investment Advisors LLC | 3,369 | $241.0K | 0.02% | −4,991−59.7% | Reduced |
| Hanson & Doremus Investment Management | 3,369 | $241.0K | 0.03% | −2,482−42.4% | Reduced |
| Triune Financial Partners, LLC | 3,395 | $242.8K | 0.06% | +34+1.0% | Added |
| Ascension Capital Advisors, Inc. | 3,400 | $243.2K | 0.09% | −2,424−41.6% | Reduced |
| Balentine LLC | 3,419 | $244.6K | 0.01% | −1,204−26.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,434 | $245.7K | 0.03% | −11−0.3% | Reduced |
| Eads & Heald Wealth Management | 3,446 | $246.0K | 0.12% | −345−9.1% | Reduced |
| Cypress Capital Group | 3,442 | $246.2K | 0.03% | +42+1.2% | Added |
| 17 Capital Partners, LLC | 3,435 | $246.5K | 0.13% | −34−1.0% | Reduced |
| Purkiss Capital Advisors LLC | 3,456 | $247.2K | 0.12% | +121+3.6% | Added |
| Addison Advisors LLC | 3,495 | $250.0K | 0.06% | +219+6.7% | Added |
| Founders Capital Management, LLC | 3,496 | $250.1K | 0.04% | 00.0% | Unchanged |
| Private Capital Management, LLC | 3,500 | $250.4K | 0.02% | −7,000−66.7% | Reduced |
| Berger Financial Group, Inc | 3,518 | $251.7K | 0.02% | −261−6.9% | Reduced |
| Weinberger Asset Management, Inc | 3,521 | $251.9K | 0.09% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,521 | $251.9K | 0.00% | +211+6.4% | Added |
| Diversify Wealth Management, LLC | 3,394 | $252.5K | 0.01% | −90−2.6% | Reduced |
| Tyche Wealth Partners LLC | 3,562 | $254.8K | 0.04% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 3,439 | $257.6K | 0.06% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,605 | $257.9K | 0.04% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 3,613 | $258.4K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,619 | $258.8K | 0.01% | −134−3.6% | Reduced |
| Klingman & Associates, LLC | 3,622 | $259.1K | 0.01% | +757+26.4% | Added |
| David Loasby | 3,464 | $259.5K | 0.02% | +3,464 | New |
| Venturi Wealth Management, LLC | 3,628 | $259.5K | 0.01% | +778+27.3% | Added |
| Parsons Capital Management Inc | 3,635 | $260.0K | 0.01% | −20−0.5% | Reduced |
| Sentry LLC | 3,642 | $260.5K | 0.06% | −2,118−36.8% | Reduced |
| Cove Private Wealth, LLC | 3,655 | $261.4K | 0.08% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,651 | $262.0K | 0.03% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,675 | $262.9K | 0.11% | −100−2.6% | Reduced |
| Phillips Wealth Planners LLC | 3,541 | $263.0K | 0.22% | +66+1.9% | Added |
| Park Capital Management, LLC | 3,727 | $266.6K | 0.21% | −134−3.5% | Reduced |
| Woodward Diversified Capital, LLC | 3,740 | $267.5K | 0.12% | −5−0.1% | Reduced |
| Cooper Financial Group | 3,750 | $268.2K | 0.03% | −103−2.7% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,600 | $268.7K | 0.19% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3,760 | $269.0K | 0.01% | +114+3.1% | Added |
| Braun-Bostich & Associates Inc. | 3,775 | $270.0K | 0.17% | −180−4.6% | Reduced |
| Chicago Partners Investment Group LLC | 3,610 | $271.0K | 0.01% | +280+8.4% | Added |
| Kozak & Associates, Inc. | 3,597 | $271.2K | 0.05% | −17−0.5% | Reduced |
| Saturna Capital CORP | 3,800 | $271.8K | 0.00% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 3,802 | $271.9K | 0.07% | −700−15.5% | Reduced |
| Successful Portfolios LLC | 3,804 | $272.1K | 0.16% | +180+5.0% | Added |
| Syntegra Private Wealth Group, LLC | 3,804 | $272.1K | 0.03% | +218+6.1% | Added |
| Planned Solutions, Inc. | 3,840 | $274.7K | 0.10% | +3,840 | New |
| Greenline Partners, LLC | 3,851 | $275.5K | 0.03% | +312+8.8% | Added |
| Cape Cod Five Cents Savings Bank | 4,225 | $278.6K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,920 | $280.4K | 0.01% | 00.0% | Unchanged |
| Welch Group, LLC | 3,930 | $281.1K | 0.01% | +64+1.7% | Added |
| Cary Street Partner Investment Advisory LLC | 3,936 | $281.6K | 0.12% | +867+28.3% | Added |
| Palisade Asset Management, LLC | 3,951 | $282.6K | 0.03% | +30+0.8% | Added |
| Comprehensive Money Management Services LLC | 3,957 | $283.0K | 0.20% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,960 | $283.3K | 0.02% | +311+8.5% | Added |
| Blue Chip Partners, Inc. | 3,977 | $284.5K | 0.02% | +13+0.3% | Added |
| Gillespie Robinson & Grimm Inc | 3,989 | $285.3K | 0.02% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 3,981 | $285.6K | 0.03% | −1,557−28.1% | Reduced |
| Uhlmann Price Securities, LLC | 3,993 | $285.6K | 0.17% | +6+0.2% | Added |
| Accretive Wealth Partners, LLC | 4,000 | $286.1K | 0.09% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 4,000 | $286.1K | 0.01% | +4,000 | New |
| Northside Capital Management, LLC | 4,010 | $286.8K | 0.03% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 4,016 | $287.3K | 0.02% | −147−3.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,843 | $287.9K | 0.01% | +378+10.9% | Added |
| ESL Trust Services, LLC | 4,045 | $289.3K | 0.06% | +61+1.5% | Added |
| Angeles Wealth Management, LLC | 4,048 | $289.6K | 0.02% | −25−0.6% | Reduced |
| Financial Management Professionals, Inc. | 4,053 | $289.9K | 0.03% | +25+0.6% | Added |
| Goodman Financial Corp | 4,054 | $290.0K | 0.06% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,064 | $290.7K | 0.04% | −143−3.4% | Reduced |
| Indie Asset Partners, LLC | 4,065 | $290.8K | 0.39% | 00.0% | Unchanged |