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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 6,812 | $487.3K | 0.01% | −193−2.8% | Reduced |
| Eastern Bank | 6,841 | $489.3K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,843 | $489.5K | 0.00% | +818+13.6% | Added |
| Kavar Capital Partners Group, LLC | 6,884 | $492.4K | 0.07% | −400−5.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,890 | $492.8K | 0.11% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,921 | $495.0K | 0.01% | −11−0.2% | Reduced |
| First National Bank of Hutchinson | 6,934 | $496.0K | 0.26% | +690+11.1% | Added |
| Guggenheim Capital LLC | 6,940 | $496.4K | 0.00% | +543+8.5% | Added |
| Centiva Capital, LP | 6,947 | $496.9K | 0.05% | +4,081+142.4% | Added |
| Woodmont Investment Counsel LLC | 6,973 | $498.8K | 0.03% | +135+2.0% | Added |
| LMCG Investments, LLC | 6,974 | $498.9K | 0.03% | −17,068−71.0% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 7,014 | $501.7K | 0.22% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 7,026 | $502.6K | 0.00% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 7,066 | $505.4K | 0.11% | +293+4.3% | Added |
| Argonautica Private Wealth Management, Inc | 7,067 | $505.5K | 0.15% | +221+3.2% | Added |
| Global Trust Asset Management, LLC | 7,070 | $505.7K | 0.23% | 00.0% | Unchanged |
| Select Asset Management & Trust | 7,074 | $506.0K | 0.16% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 7,076 | $506.2K | 0.08% | +7,076 | New |
| Conning Inc. | 7,086 | $506.9K | 0.02% | +7,086 | New |
| Sonora Investment Management Group, LLC | 7,095 | $507.5K | 0.04% | −834−10.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 7,112 | $508.7K | 0.11% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 7,119 | $509.2K | 0.01% | −13−0.2% | Reduced |
| Vaughan David Investments LLC | 7,130 | $510.0K | 0.01% | −302−4.1% | Reduced |
| Harbour Investments, Inc. | 7,150 | $511.5K | 0.01% | +800+12.6% | Added |
| Schnieders Capital Management, LLC. | 7,185 | $513.9K | 0.09% | +7,185 | New |
| Seed Wealth Management, Inc. | 7,227 | $516.9K | 0.36% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 7,300 | $522.2K | 0.01% | +765+11.7% | Added |
| Trust Co of Vermont | 7,300 | $522.2K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,305 | $522.5K | 0.21% | −460−5.9% | Reduced |
| Davis R M Inc | 7,317 | $523.4K | 0.01% | −216−2.9% | Reduced |
| BKM Wealth Management, LLC | 7,323 | $523.8K | 0.19% | −2,990−29.0% | Reduced |
| Jackson Square Capital, LLC | 7,401 | $529.4K | 0.12% | −1,706−18.7% | Reduced |
| EverSource Wealth Advisors, LLC | 7,402 | $529.4K | 0.02% | +887+13.6% | Added |
| Quotient Wealth Partners, LLC | 7,416 | $530.5K | 0.01% | +148+2.0% | Added |
| Douglass Winthrop Advisors, LLC | 7,466 | $534.0K | 0.01% | +7,466 | New |
| Plancorp, LLC | 7,483 | $535.3K | 0.02% | 00.0% | Unchanged |
| Fractal Investments LLC | 7,500 | $536.5K | 0.08% | 00.0% | Unchanged |
| Investment Research Partners LLC | 7,105 | $536.7K | 0.24% | +7,105 | New |
| Mairs & Power Inc | 7,504 | $536.8K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 7,515 | $537.5K | 0.10% | −1,553−17.1% | Reduced |
| Mattern Wealth Management LLC | 7,520 | $537.9K | 0.11% | 00.0% | Unchanged |
| Private Trust Co NA | 7,547 | $539.8K | 0.05% | −3,386−31.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,547 | $539.8K | 0.10% | −274−3.5% | Reduced |
| Dearborn Partners LLC | 7,552 | $540.2K | 0.03% | −201−2.6% | Reduced |
| CenterBook Partners LP | 7,592 | $543.1K | 0.03% | +7,592 | New |
| Gryphon Financial Partners LLC | 7,601 | $543.7K | 0.06% | −3,513−31.6% | Reduced |
| Estabrook Capital Management | 7,615 | $544.7K | 0.08% | 00.0% | Unchanged |
| Albert D Mason Inc | 7,615 | $544.7K | 0.35% | +65+0.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,617 | $544.8K | 0.00% | −463−5.7% | Reduced |
| Principle Wealth Partners LLC | 7,654 | $547.5K | 0.03% | +589+8.3% | Added |
| Umb Bank N A | 7,659 | $547.8K | 0.01% | −533−6.5% | Reduced |
| MONECO Advisors, LLC | 7,707 | $551.3K | 0.05% | +33+0.4% | Added |
| Joel Isaacson & Co., LLC | 7,720 | $552.2K | 0.02% | +2,723+54.5% | Added |
| Federation des caisses Desjardins du Quebec | 7,745 | $554.0K | 0.00% | +2,211+40.0% | Added |
| Councilmark Asset Management, LLC | 7,775 | $556.1K | 0.32% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 7,800 | $557.9K | 0.01% | −1,061−12.0% | Reduced |
| Welch & Forbes LLC | 7,836 | $560.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7,896 | $564.8K | 0.02% | −481−5.7% | Reduced |
| Change Path, LLC | 7,903 | $565.3K | 0.01% | −717−8.3% | Reduced |
| Fox Run Management, L.L.C. | 7,903 | $565.3K | 0.09% | −3,156−28.5% | Reduced |
| Bruce G. Allen Investments, LLC | 7,929 | $567.2K | 0.41% | −4−0.1% | Reduced |
| Empower Advisory Group, LLC | 7,930 | $567.2K | 0.00% | +690+9.5% | Added |
| Pullen Investment Management, LLC | 7,933 | $567.5K | 0.31% | +42+0.5% | Added |
| Probity Advisors, Inc. | 7,954 | $569.0K | 0.09% | −214−2.6% | Reduced |
| Orion Investment Co | 7,989 | $571.5K | 0.18% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 8,006 | $572.7K | 0.16% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 8,015 | $573.3K | 0.37% | 00.0% | Unchanged |
| National Philanthropic Trust | 8,015 | $573.3K | 0.01% | +914+12.9% | Added |
| Tred Avon Family Wealth, LLC | 8,016 | $573.4K | 0.20% | +8,016 | New |
| Geneos Wealth Management Inc. | 8,018 | $573.5K | 0.01% | −4,032−33.5% | Reduced |
| Equitable Holdings, Inc. | 8,086 | $578.4K | 0.00% | +814+11.2% | Added |
| NBT Bank N A | 8,125 | $581.2K | 0.04% | −1,000−11.0% | Reduced |
| Atlantic Trust, LLC | 8,151 | $583.0K | 0.10% | +203+2.6% | Added |
| Choate Investment Advisors | 8,190 | $585.8K | 0.01% | +63+0.8% | Added |
| Harrell Investment Partners, LLC | 8,212 | $587.4K | 0.14% | 00.0% | Unchanged |
| KW Wealth Management LLC | 8,240 | $589.4K | 1.00% | +8,240 | New |
| Aries Wealth Management | 8,249 | $590.1K | 0.14% | −851−9.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8,301 | $593.8K | 0.00% | +243+3.0% | Added |
| Sage Mountain Advisors LLC | 8,313 | $594.6K | 0.03% | −9−0.1% | Reduced |
| First Manhattan Co | 8,332 | $596.0K | 0.00% | −4,170−33.4% | Reduced |
| Philadelphia Trust Co | 8,350 | $597.0K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 8,353 | $597.5K | 0.01% | −3,126−27.2% | Reduced |
| Journey Strategic Wealth LLC | 8,366 | $598.4K | 0.02% | +62+0.7% | Added |
| WSFS Capital Management, LLC | 8,367 | $598.5K | 0.03% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 8,369 | $598.6K | 0.04% | −290−3.3% | Reduced |
| GQG Partners LLC | 8,380 | $599.4K | 0.00% | −1,000−10.7% | Reduced |
| Inscription Capital, LLC | 8,389 | $600.1K | 0.06% | −879−9.5% | Reduced |
| Boston Family Office LLC | 8,419 | $602.0K | 0.04% | 00.0% | Unchanged |
| Ignite Planners, LLC | 8,418 | $602.2K | 0.10% | +22+0.3% | Added |
| Plan A Wealth LLC | 8,423 | $602.5K | 0.31% | +801+10.5% | Added |
| Sivia Capital Partners, LLC | 8,461 | $605.2K | 0.17% | −10.0% | Reduced |
| Chemistry Wealth Management LLC | 8,518 | $609.3K | 0.12% | +21+0.2% | Added |
| Legacy Wealth Asset Management, LLC | 8,519 | $609.4K | 0.15% | +160+1.9% | Added |
| Boyd Watterson Asset Management LLC | 8,526 | $609.9K | 0.18% | −79−0.9% | Reduced |
| MSH Capital Advisors LLC | 8,526 | $609.9K | 0.16% | −50−0.6% | Reduced |
| Portland Global Advisors LLC | 8,555 | $611.9K | 0.07% | −3,115−26.7% | Reduced |
| Spire Wealth Management | 8,570 | $613.0K | 0.02% | +29+0.3% | Added |
| Cozad Asset Management Inc | 8,574 | $613.3K | 0.05% | +620+7.8% | Added |
| Gibbs Wealth Management | 8,593 | $614.6K | 0.14% | −1,703−16.5% | Reduced |
| Centurion Wealth Management LLC | 8,608 | $615.7K | 0.14% | +8,608 | New |