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 |
|---|---|---|---|---|---|
| Key Client Fiduciary Advisors, LLC | 5,159 | $369.1K | 0.12% | +641+14.2% | Added |
| Personal Cfo Solutions, LLC | 5,161 | $369.2K | 0.06% | +48+0.9% | Added |
| FLC Capital Advisors | 5,175 | $370.2K | 0.07% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 5,202 | $372.1K | 0.03% | +5,202 | New |
| PFS Partners, LLC | 5,208 | $372.5K | 0.18% | +48+0.9% | Added |
| Tucker Asset Management LLC | 5,214 | $373.0K | 0.11% | −399−7.1% | Reduced |
| Resonant Capital Advisors, LLC | 5,222 | $373.5K | 0.02% | −1,771−25.3% | Reduced |
| Element Wealth, LLC | 5,224 | $373.6K | 0.16% | +230+4.6% | Added |
| Ameritas Advisory Services, LLC | 5,239 | $374.7K | 0.02% | −1,463−21.8% | Reduced |
| AIMZ Investment Advisors, LLC | 5,275 | $377.3K | 0.12% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 5,276 | $377.4K | 0.06% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 5,365 | $383.8K | 0.28% | −573,476−99.1% | Reduced |
| Encompass More Asset Management | 5,378 | $384.7K | 0.07% | −4−0.1% | Reduced |
| Beaumont Financial Advisors, LLC | 5,389 | $385.5K | 0.03% | +41+0.8% | Added |
| Diversify Advisory Services, LLC | 5,188 | $385.9K | 0.01% | +99+1.9% | Added |
| Patten & Patten Inc | 5,410 | $387.0K | 0.02% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 5,444 | $389.4K | 0.09% | +20.0% | Added |
| Hardy Reed LLC | 5,446 | $389.6K | 0.03% | +1,071+24.5% | Added |
| Puzo Michael J | 5,450 | $389.8K | 0.11% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 5,461 | $390.0K | 0.07% | −2,343−30.0% | Reduced |
| Cordatus Wealth Management LLC | 5,500 | $393.4K | 0.09% | +141+2.6% | Added |
| SummitTX Capital, L.P. | 5,523 | $395.1K | 0.02% | +5,523 | New |
| Hardin Capital Partners, LLC | 5,529 | $395.5K | 0.21% | −1,638−22.9% | Reduced |
| Seven Mile Advisory | 5,544 | $396.6K | 0.06% | −28−0.5% | Reduced |
| Wulff, Hansen & Co. | 5,611 | $401.4K | 0.35% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,391 | $401.6K | 0.00% | −2,699−33.4% | Reduced |
| Bridges Investment Management Inc | 5,621 | $402.1K | 0.01% | +8+0.1% | Added |
| Rexford Capital Inc | 5,648 | $404.0K | 0.31% | +109+2.0% | Added |
| Community Bank of Raymore | 5,650 | $404.1K | 0.28% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,650 | $404.1K | 0.03% | +120+2.2% | Added |
| Legacy Capital Wealth Partners, LLC | 5,759 | $411.9K | 0.09% | +66+1.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,828 | $416.8K | 0.05% | −168−2.8% | Reduced |
| CFS Investment Advisory Services, LLC | 5,517 | $418.4K | 0.03% | −54−1.0% | Reduced |
| Elevated Capital Advisors, LLC | 5,859 | $419.1K | 0.10% | −640−9.8% | Reduced |
| Foundations Investment Advisors, LLC | 5,885 | $421.0K | 0.01% | −55−0.9% | Reduced |
| Ancora Advisors, LLC | 5,885 | $421.0K | 0.01% | +1,286+28.0% | Added |
| Modera Wealth Management, LLC | 5,902 | $422.2K | 0.00% | −859−12.7% | Reduced |
| Aprio Wealth Management, LLC | 5,936 | $424.6K | 0.04% | +1,573+36.1% | Added |
| Steel Peak Wealth Management LLC | 5,978 | $427.6K | 0.01% | −239−3.8% | Reduced |
| Capital Investment Advisory Services, LLC | 5,979 | $427.7K | 0.03% | +384+6.9% | Added |
| Sittner & Nelson, LLC | 5,993 | $428.7K | 0.16% | −198−3.2% | Reduced |
| Summit Wealth Group LLC | 10,687 | $429.1K | 0.06% | +10,687 | New |
| Commons Capital, LLC | 6,000 | $429.2K | 0.29% | −5,000−45.5% | Reduced |
| Asset Advisors Investment Management, LLC | 6,000 | $429.2K | 0.04% | 00.0% | Unchanged |
| Strategic Advisors LLC | 6,000 | $429.2K | 0.07% | +1,500+33.3% | Added |
| Mount Yale Investment Advisors, LLC | 6,005 | $429.5K | 0.03% | −6,330−51.3% | Reduced |
| Hamel Associates, Inc. | 6,050 | $430.1K | 0.13% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 6,016 | $430.3K | 0.07% | −11,096−64.8% | Reduced |
| RiverFront Investment Group, LLC | 6,021 | $430.7K | 0.01% | +6,021 | New |
| NTV Asset Management LLC | 6,032 | $431.5K | 0.05% | −592−8.9% | Reduced |
| Rothschild Investment LLC | 6,066 | $433.9K | 0.02% | +26+0.4% | Added |
| Axxcess Wealth Management, LLC | 6,108 | $436.9K | 0.01% | −4−0.1% | Reduced |
| Fielder Capital Group LLC | 6,113 | $437.3K | 0.10% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 6,125 | $438.1K | 0.03% | +65+1.1% | Added |
| Romano Brothers and Company | 6,150 | $439.9K | 0.05% | −400−6.1% | Reduced |
| United Community Bank | 6,170 | $441.3K | 0.14% | +1,495+32.0% | Added |
| Bill Few Associates, Inc. | 6,220 | $444.9K | 0.11% | −42−0.7% | Reduced |
| Holistic Planning, LLC | 6,245 | $446.7K | 0.12% | −436−6.5% | Reduced |
| Minot DeBlois Advisors LLC | 6,263 | $448.0K | 0.41% | −60−0.9% | Reduced |
| Old North State Trust, LLC | 6,263 | $448.0K | 0.27% | +981+18.6% | Added |
| Modern Wealth Management, LLC | 6,269 | $448.4K | 0.01% | +197+3.2% | Added |
| Northeast Investment Management | 6,316 | $451.8K | 0.02% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 6,321 | $452.1K | 0.07% | +455+7.8% | Added |
| Northstar Financial Companies, Inc. | 6,339 | $453.4K | 0.42% | +130+2.1% | Added |
| Marks Group Wealth Management, Inc | 6,376 | $456.1K | 0.04% | +20+0.3% | Added |
| Argent Trust Co | 6,397 | $457.6K | 0.02% | +542+9.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 6,259 | $458.2K | 0.17% | +41+0.7% | Added |
| Essex Savings Bank | 6,413 | $458.7K | 0.10% | −25−0.4% | Reduced |
| Beacon Capital Management, LLC | 6,430 | $459.9K | 0.07% | −461−6.7% | Reduced |
| Crestwood Advisors Group LLC | 6,431 | $460.0K | 0.01% | −6,910−51.8% | Reduced |
| Capital Advisors Inc | 6,440 | $460.6K | 0.01% | −724−10.1% | Reduced |
| Beaton Management Co. Inc. | 6,450 | $461.0K | 0.21% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 6,445 | $461.0K | 0.02% | −5,719−47.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 6,455 | $461.7K | 0.03% | +153+2.4% | Added |
| Rossmore Private Capital | 6,458 | $461.9K | 0.05% | −6−0.1% | Reduced |
| Trust Co of Virginia | 6,472 | $462.9K | 0.04% | +3,400+110.7% | Added |
| Farmers Trust Co | 6,492 | $464.4K | 0.08% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 6,494 | $464.5K | 0.26% | +64+1.0% | Added |
| Birch Hill Investment Advisors LLC | 6,500 | $464.9K | 0.02% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 6,502 | $465.1K | 0.01% | −2,653−29.0% | Reduced |
| Parkside Financial Bank & Trust | 6,512 | $465.8K | 0.04% | −272−4.0% | Reduced |
| Washington Trust Co | 6,524 | $466.7K | 0.02% | +690+11.8% | Added |
| Kovack Advisors, Inc. | 6,545 | $468.1K | 0.04% | −314−4.6% | Reduced |
| Cromwell Holdings LLC | 6,552 | $468.7K | 0.25% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 6,566 | $469.7K | 0.14% | −5,076−43.6% | Reduced |
| BigSur Wealth Management LLC | 6,586 | $471.1K | 0.12% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 6,590 | $471.4K | 0.20% | 00.0% | Unchanged |
| Ascent Group, LLC | 6,591 | $471.5K | 0.02% | −2,566−28.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 6,635 | $474.6K | 0.14% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 6,658 | $476.3K | 0.32% | +1,438+27.5% | Added |
| Harbour Capital Advisors, LLC | 6,368 | $477.0K | 0.10% | −792−11.1% | Reduced |
| Baldwin Investment Management, LLC | 6,672 | $477.2K | 0.05% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 6,674 | $477.4K | 0.02% | −996−13.0% | Reduced |
| Keel Point, LLC | 6,737 | $481.9K | 0.03% | −6−0.1% | Reduced |
| Fiera Capital Corp | 6,745 | $482.5K | 0.00% | +1,687+33.4% | Added |
| Avant Capital LLC | 6,748 | $482.7K | 0.34% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 6,708 | $485.9K | 0.07% | +6,708 | New |
| Bulltick Wealth Management, LLC | 6,796 | $486.1K | 0.11% | −330−4.6% | Reduced |
| Financial Advisory Service, Inc. | 6,807 | $486.9K | 0.03% | +121+1.8% | Added |
| Courier Capital LLC | 6,810 | $487.1K | 0.03% | +72+1.1% | Added |