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 |
|---|---|---|---|---|---|
| Lafayette Investments, Inc. | 4,103 | $293.5K | 0.06% | 00.0% | Unchanged |
| Doliver Advisors, LP | 4,132 | $295.6K | 0.08% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 4,123 | $296.6K | 0.12% | +4,123 | New |
| AllSquare Wealth Management LLC | 4,150 | $296.9K | 0.16% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 4,164 | $297.8K | 0.03% | −1,563−27.3% | Reduced |
| Signature Wealth Management Partners, LLC | 4,168 | $298.1K | 0.16% | 00.0% | Unchanged |
| Hara Capital LLC | 4,170 | $298.3K | 0.18% | −120−2.8% | Reduced |
| Davidson Trust Co | 4,175 | $298.6K | 0.12% | 00.0% | Unchanged |
| Diligent Investors, LLC | 4,227 | $302.4K | 0.08% | −100−2.3% | Reduced |
| Syverson Strege & Co | 4,233 | $302.8K | 0.07% | −700−14.2% | Reduced |
| Brookstone Capital Management | 4,242 | $303.4K | 0.00% | +164+4.0% | Added |
| Eagle Harbor Asset Management Inc | 4,249 | $303.9K | 0.26% | −119−2.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,250 | $304.0K | 0.07% | −6−0.1% | Reduced |
| Foster Group, Inc. | 4,258 | $304.6K | 0.01% | +132+3.2% | Added |
| Ransom Advisory, Ltd | 4,261 | $304.8K | 0.14% | 00.0% | Unchanged |
| Westmount Partners, LLC | 4,210 | $304.9K | 0.08% | −107−2.5% | Reduced |
| Jacobi Capital Management LLC | 4,265 | $305.1K | 0.02% | +287+7.2% | Added |
| Stokes Family Office, LLC | 4,273 | $305.6K | 0.03% | +41+1.0% | Added |
| Marco Investment Management LLC | 4,282 | $306.3K | 0.02% | +10+0.2% | Added |
| Ballew Advisors, Inc | 4,295 | $307.8K | 0.17% | +305+7.6% | Added |
| Rehmann Capital Advisory Group | 4,304 | $307.9K | 0.02% | −333−7.2% | Reduced |
| We Are One Seven, LLC | 4,310 | $308.3K | 0.01% | +541+14.4% | Added |
| Sepio Capital, LP | 4,317 | $308.8K | 0.02% | +507+13.3% | Added |
| Raab & Moskowitz Asset Management LLC | 4,328 | $309.5K | 0.07% | −434−9.1% | Reduced |
| Traveka Wealth, LLC | 4,335 | $310.1K | 0.14% | −182−4.0% | Reduced |
| Granite Investment Partners, LLC | 4,358 | $311.7K | 0.02% | −297−6.4% | Reduced |
| Tranquility Partners, LLC | 4,362 | $312.0K | 0.11% | +223+5.4% | Added |
| Southeast Asset Advisors Inc. | 4,380 | $313.3K | 0.03% | −1,000−18.6% | Reduced |
| Cetera Trust Company, N.A | 4,390 | $314.0K | 0.18% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 4,393 | $314.2K | 0.11% | +1,150+35.5% | Added |
| Kelly Lawrence W & Associates Inc | 4,400 | $314.7K | 0.08% | −20,023−82.0% | Reduced |
| Grange Capital, LLC | 4,413 | $315.7K | 0.31% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,412 | $316.0K | 0.02% | +115+2.7% | Added |
| Naples Global Advisors, LLC | 4,443 | $317.8K | 0.02% | +537+13.7% | Added |
| First Financial Corp | 4,444 | $317.9K | 0.12% | 00.0% | Unchanged |
| Alteri Wealth LLC | 4,461 | $319.1K | 0.11% | +801+21.9% | Added |
| New Republic Capital, LLC | 4,476 | $320.2K | 0.10% | +563+14.4% | Added |
| RDA Financial Network | 4,479 | $320.4K | 0.08% | +21+0.5% | Added |
| KCM Investment Advisors LLC | 4,491 | $321.2K | 0.01% | −157−3.4% | Reduced |
| Carret Asset Management, LLC | 4,536 | $324.5K | 0.03% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 4,542 | $324.9K | 0.15% | +8+0.2% | Added |
| Riversedge Advisors, LLC | 4,560 | $326.2K | 0.05% | +584+14.7% | Added |
| Advisors Capital Management, LLC | 4,599 | $329.0K | 0.00% | −338−6.8% | Reduced |
| Boston Private Wealth LLC | 4,626 | $330.9K | 0.02% | −1,650−26.3% | Reduced |
| International Assets Investment Management, LLC | 4,696 | $334.3K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,676 | $334.5K | 0.00% | +161+3.6% | Added |
| Paragon Capital Management LLC | 4,681 | $334.8K | 0.16% | 00.0% | Unchanged |
| Cache Advisors, LLC | 4,688 | $335.3K | 0.06% | +1,385+41.9% | Added |
| Parvin Asset Management, LLC | 4,700 | $336.2K | 0.30% | +75+1.6% | Added |
| Foster Victor Wealth Advisors, LLC | 4,599 | $336.7K | 0.02% | +4,599 | New |
| Argent Advisors, Inc. | 4,717 | $337.4K | 0.10% | +150+3.3% | Added |
| McAdam, LLC | 4,732 | $338.5K | 0.02% | +3+0.1% | Added |
| Broyhill Asset Management | 4,740 | $339.1K | 0.30% | 00.0% | Unchanged |
| Breakwater Capital Group | 4,742 | $339.2K | 0.05% | −101−2.1% | Reduced |
| St Germain D J Co Inc | 4,744 | $339.3K | 0.01% | +211+4.7% | Added |
| Alpha Omega Wealth Management LLC | 4,746 | $339.5K | 0.06% | −300−5.9% | Reduced |
| Canopy Partners, LLC | 4,747 | $339.6K | 0.11% | +234+5.2% | Added |
| Baron Wealth Management LLC | 4,754 | $340.1K | 0.11% | −41−0.9% | Reduced |
| Capital Analysts, LLC | 4,773 | $342.0K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,783 | $342.1K | 0.02% | +169+3.7% | Added |
| Sonoma Allocations LLC | 4,803 | $342.8K | 0.12% | +4,803 | New |
| Brave Asset Management Inc | 4,800 | $343.3K | 0.08% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,815 | $344.4K | 0.02% | −28−0.6% | Reduced |
| Atlas Brown,Inc. | 4,842 | $346.3K | 0.10% | 00.0% | Unchanged |
| E&G Advisors, LP | 4,860 | $347.6K | 0.08% | +60+1.3% | Added |
| Greenfield Savings Bank | 4,879 | $349.0K | 0.15% | −78−1.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,885 | $349.4K | 0.03% | +4,885 | New |
| Ledyard National Bank | 4,888 | $349.6K | 0.03% | −3−0.1% | Reduced |
| AMG National Trust Bank | 4,894 | $350.1K | 0.01% | +158+3.3% | Added |
| Anchor Investment Management, LLC | 4,897 | $350.3K | 0.03% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 4,904 | $350.8K | 0.09% | +423+9.4% | Added |
| Insight 2811, Inc. | 4,950 | $354.1K | 0.16% | 00.0% | Unchanged |
| Ti-Trust, Inc | 4,950 | $354.1K | 0.22% | +30+0.6% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $355.4K | 0.04% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 4,978 | $356.1K | 0.00% | −400−7.4% | Reduced |
| Titleist Asset Management, LLC | 4,987 | $356.7K | 0.03% | −225−4.3% | Reduced |
| Red Door Wealth Management, LLC | 4,993 | $357.1K | 0.04% | −256−4.9% | Reduced |
| Hardman Johnston Global Advisors LLC | 5,000 | $357.6K | 0.02% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 5,000 | $357.6K | 0.03% | 00.0% | Unchanged |
| VPR Management LLC | 5,000 | $357.6K | 0.16% | 00.0% | Unchanged |
| Corient IA LLC | 5,000 | $357.6K | 0.27% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 5,001 | $357.8K | 0.01% | +71+1.4% | Added |
| Freestone Capital Holdings, LLC | 5,009 | $358.3K | 0.01% | +5,009 | New |
| Chelsea Counsel Co | 5,012 | $358.5K | 0.16% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,028 | $359.7K | 0.01% | +4,644+1,209.4% | Added |
| Lantz Financial LLC | 5,034 | $360.1K | 0.08% | +81+1.6% | Added |
| Lawson Kroeker Investment Management Inc | 5,039 | $360.4K | 0.07% | −240−4.5% | Reduced |
| Larson Financial Group LLC | 5,042 | $360.7K | 0.01% | −819−14.0% | Reduced |
| Icon Wealth Advisors, LLC | 5,071 | $362.7K | 0.02% | +22+0.4% | Added |
| Wellington Shields & Co., LLC | 5,074 | $362.9K | 0.09% | 00.0% | Unchanged |
| Lunt Capital Management, Inc. | 5,099 | $364.7K | 0.14% | 00.0% | Unchanged |
| Cullinan Associates Inc | 5,100 | $364.8K | 0.02% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 5,100 | $364.8K | 0.17% | +5,100 | New |
| Rahlfs Capital, LLC | 5,110 | $365.5K | 0.29% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 4,899 | $366.1K | 0.03% | +539+12.4% | Added |
| JFS Wealth Advisors, LLC | 5,126 | $366.7K | 0.02% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,130 | $366.9K | 0.09% | −499−8.9% | Reduced |
| American Money Management, LLC | 5,144 | $368.0K | 0.06% | +5,144 | New |
| NWF Advisory Services Inc. | 5,151 | $368.5K | 0.04% | +929+22.0% | Added |
| Vista Investment Partners LLC | 5,155 | $368.7K | 0.10% | 00.0% | Unchanged |