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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 8,664 | $619.0K | 0.00% | +8,664 | New |
| DMG Group, LLC | 8,656 | $619.2K | 0.43% | −1,324−13.3% | Reduced |
| Henry James International Management, Inc. | 8,690 | $621.6K | 0.19% | −1,697−16.3% | Reduced |
| Alliance Wealth Advisors, LLC | 8,752 | $626.0K | 0.15% | +271+3.2% | Added |
| Simon Quick Advisors, LLC | 8,754 | $626.2K | 0.03% | +886+11.3% | Added |
| Wallace Advisory Group, LLC | 8,965 | $631.2K | 0.51% | −941−9.5% | Reduced |
| Fruth Investment Management | 8,846 | $632.0K | 0.17% | −633−6.7% | Reduced |
| Motco | 8,866 | $634.2K | 0.06% | +1,008+12.8% | Added |
| Seamount Financial Group Inc | 8,963 | $641.1K | 0.30% | −333−3.6% | Reduced |
| 180 Wealth Advisors, LLC | 8,978 | $642.2K | 0.08% | −422−4.5% | Reduced |
| Rosenberg Matthew Hamilton | 9,026 | $645.6K | 0.14% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 9,050 | $647.3K | 0.30% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 9,104 | $651.2K | 0.26% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 9,168 | $655.8K | 0.01% | +28+0.3% | Added |
| Radnor Capital Management, LLC | 9,210 | $658.8K | 0.10% | −2,800−23.3% | Reduced |
| Eagle Rock Investment Company, LLC | 9,250 | $661.7K | 0.10% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 9,252 | $661.8K | 0.02% | +5,747+164.0% | Added |
| InTrack Investment Management Inc | 9,272 | $663.2K | 0.40% | +460+5.2% | Added |
| Farmers & Merchants Investments Inc | 9,279 | $663.7K | 0.02% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 9,289 | $664.4K | 0.02% | +62+0.7% | Added |
| Harmony Asset Management LLC | 9,307 | $665.7K | 0.23% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8,821 | $667.9K | 0.01% | −737−7.7% | Reduced |
| AlTi Global, Inc. | 9,373 | $670.4K | 0.02% | −1,093−10.4% | Reduced |
| Wealth Alliance | 9,375 | $670.6K | 0.07% | −818−8.0% | Reduced |
| NBC Securities, Inc. | 9,376 | $670.7K | 0.05% | −425−4.3% | Reduced |
| Versant Capital Management, Inc | 9,395 | $672.0K | 0.09% | +538+6.1% | Added |
| Penbrook Management LLC | 9,400 | $672.4K | 0.47% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 9,450 | $676.0K | 0.07% | +717+8.2% | Added |
| Daymark Wealth Partners, LLC | 9,547 | $682.9K | 0.02% | +886+10.2% | Added |
| Profund Advisors LLC | 9,612 | $687.5K | 0.02% | −2,359−19.7% | Reduced |
| First Wilshire Securities Management Inc | 9,635 | $689.2K | 0.18% | +35+0.4% | Added |
| Smithfield Trust Co | 9,674 | $690.0K | 0.03% | 00.0% | Unchanged |
| Net Worth Advisory Group | 9,655 | $690.6K | 0.20% | +1,625+20.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,671 | $692.0K | 0.01% | +9,671 | New |
| Archetype Wealth Partners | 9,696 | $694.0K | 0.09% | −409−4.0% | Reduced |
| W Advisors, LLC | 9,764 | $698.4K | 0.37% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 9,829 | $703.1K | 0.01% | +9,829 | New |
| Bridgewater Advisors Inc. | 9,518 | $706.4K | 0.05% | +115+1.2% | Added |
| VeraBank, N.A. | 9,886 | $707.1K | 0.13% | −842−7.8% | Reduced |
| Camden Capital, LLC | 9,887 | $707.2K | 0.05% | −533−5.1% | Reduced |
| Simplicity Wealth,LLC | 9,922 | $709.7K | 0.04% | −3,710−27.2% | Reduced |
| Clarius Group, LLC | 9,969 | $713.1K | 0.04% | −3,806−27.6% | Reduced |
| Osborne Partners Capital Management, LLC | 10,000 | $715.3K | 0.04% | −1,448−12.6% | Reduced |
| Payne Capital LLC | 10,000 | $715.3K | 0.73% | +10,000 | New |
| Stock Yards Bank & Trust Co | 10,014 | $716.3K | 0.02% | −1,079−9.7% | Reduced |
| Brighton Jones LLC | 10,026 | $717.2K | 0.02% | −13−0.1% | Reduced |
| LOM Asset Management Ltd | 10,050 | $719.0K | 0.22% | −1,245−11.0% | Reduced |
| Kathmere Capital Management, LLC | 10,089 | $721.7K | 0.05% | +1,595+18.8% | Added |
| GAMMA Investing LLC | 10,113 | $723.4K | 0.04% | +2,188+27.6% | Added |
| Signature Estate & Investment Advisors LLC | 10,224 | $731.4K | 0.02% | +60+0.6% | Added |
| Verdence Capital Advisors LLC | 9,714 | $733.5K | 0.04% | −70−0.7% | Reduced |
| Investors Research Corp | 10,357 | $740.8K | 0.14% | 00.0% | Unchanged |
| Diversified Trust Co | 10,361 | $741.1K | 0.01% | −776−7.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,392 | $743.4K | 0.03% | −4,651−30.9% | Reduced |
| Summitry LLC | 10,401 | $744.0K | 0.03% | −45−0.4% | Reduced |
| Trust Co of Toledo NA | 10,417 | $745.1K | 0.07% | −55−0.5% | Reduced |
| PDS Planning, Inc | 10,451 | $747.6K | 0.05% | +430+4.3% | Added |
| First Horizon Corp | 10,461 | $748.3K | 0.04% | +10,461 | New |
| Sigma Planning Corp | 10,516 | $752.2K | 0.02% | +1,106+11.8% | Added |
| Aull & Monroe Investment Management Corp | 10,526 | $752.9K | 0.38% | −301−2.8% | Reduced |
| Shoker Investment Counsel, Inc. | 10,532 | $753.4K | 0.22% | −40−0.4% | Reduced |
| TCTC Holdings, LLC | 10,533 | $753.4K | 0.02% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 10,547 | $754.0K | 0.26% | −885−7.7% | Reduced |
| Smith, Moore & Co. | 10,612 | $759.0K | 0.06% | +103+1.0% | Added |
| Meridian Wealth Management, LLC | 10,635 | $760.8K | 0.03% | −81−0.8% | Reduced |
| Gamco Investors, Inc. Et Al | 10,637 | $760.9K | 0.01% | +43+0.4% | Added |
| Banco de Sabadell, S.A | 10,628 | $762.0K | 0.50% | −3,730−26.0% | Reduced |
| GW Henssler & Associates Ltd | 10,661 | $762.6K | 0.04% | −40−0.4% | Reduced |
| Cura Wealth Advisors, LLC | 10,665 | $762.9K | 0.29% | +2,080+24.2% | Added |
| Dorsey & Whitney Trust CO LLC | 10,666 | $763.0K | 0.04% | −203−1.9% | Reduced |
| Denali Advisors LLC | 10,690 | $764.7K | 0.09% | −5,974−35.8% | Reduced |
| Syon Capital LLC | 10,710 | $766.1K | 0.04% | −1,520−12.4% | Reduced |
| Nwam LLC | 10,653 | $772.1K | 0.04% | −404−3.7% | Reduced |
| Integrated Advisors Network LLC | 10,810 | $773.2K | 0.03% | +184+1.7% | Added |
| Ethic Inc. | 10,826 | $774.4K | 0.01% | +1,141+11.8% | Added |
| Finivi Inc. | 10,838 | $775.2K | 0.49% | +177+1.7% | Added |
| Gallacher Capital Management LLC | 10,856 | $776.5K | 0.31% | +1,820+20.1% | Added |
| Dynamic Advisor Solutions LLC | 10,872 | $777.6K | 0.02% | −868−7.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 10,899 | $779.6K | 0.19% | +10,899 | New |
| Global Retirement Partners, LLC | 10,903 | $779.9K | 0.02% | +1,244+12.9% | Added |
| U S Global Investors Inc | 11,000 | $786.8K | 0.09% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 10,997 | $788.0K | 0.11% | −4,500−29.0% | Reduced |
| Intrust Bank NA | 11,022 | $788.4K | 0.07% | +641+6.2% | Added |
| Busey Wealth Management | 11,026 | $788.7K | 0.02% | +224+2.1% | Added |
| John G Ullman & Associates Inc | 11,100 | $794.0K | 0.11% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 11,134 | $796.4K | 0.01% | +1,712+18.2% | Added |
| Ingalls & Snyder LLC | 11,197 | $801.0K | 0.03% | −30.0% | Reduced |
| National Asset Management, Inc. | 11,231 | $803.3K | 0.04% | −3,097−21.6% | Reduced |
| Bradley Foster & Sargent Inc | 11,248 | $804.6K | 0.01% | −52−0.5% | Reduced |
| Gratus Wealth Advisors, LLC | 11,395 | $815.1K | 0.11% | −67−0.6% | Reduced |
| Haverford Trust Co | 11,415 | $816.5K | 0.01% | −110−1.0% | Reduced |
| Pingora Partners LLC | 11,425 | $817.2K | 0.54% | −2,885−20.2% | Reduced |
| Hudson Portfolio Management LLC | 11,472 | $820.6K | 0.73% | −200−1.7% | Reduced |
| Tiaa Trust, National Association | 11,481 | $821.2K | 0.00% | +2,055+21.8% | Added |
| Clear Creek Financial Management, LLC | 11,554 | $826.5K | 0.07% | +369+3.3% | Added |
| Capital Investment Advisors, LLC | 11,588 | $828.9K | 0.01% | +1,079+10.3% | Added |
| Schulhoff & Co Inc | 11,612 | $830.6K | 0.35% | +10+0.1% | Added |
| Toronto Dominion Bank | 11,515 | $834.0K | 0.00% | −100−0.9% | Reduced |
| Transcend Wealth Collective, LLC | 11,683 | $835.6K | 0.06% | +1,698+17.0% | Added |
| Trust Point Inc. | 11,700 | $836.9K | 0.07% | +1,056+9.9% | Added |