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 |
|---|---|---|---|---|---|
| Pines Wealth Management, LLC | 11,723 | $838.6K | 0.28% | −562−4.6% | Reduced |
| Principal Securities, Inc. | 11,784 | $842.9K | 0.01% | −847−6.7% | Reduced |
| Balyasny Asset Management LLC | 11,858 | $848.2K | 0.00% | −290,374−96.1% | Reduced |
| FORA Capital, LLC | 11,897 | $851.0K | 0.15% | +11,897 | New |
| Bogart Wealth, LLC | 11,897 | $851.0K | 0.03% | −56−0.5% | Reduced |
| Wedmont Private Capital | 11,429 | $856.2K | 0.03% | +318+2.9% | Added |
| Glen Eagle Advisors, LLC | 11,971 | $856.3K | 0.12% | −199−1.6% | Reduced |
| Hancock Whitney Corp | 12,004 | $858.6K | 0.02% | −3,377−22.0% | Reduced |
| Brucke Financial, Inc. | 11,520 | $863.1K | 0.51% | +1,008+9.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,086 | $864.5K | 0.02% | +4,922+68.7% | Added |
| Alhambra Investment Partners LLC | 12,166 | $870.2K | 0.41% | −120−1.0% | Reduced |
| Lebenthal Global Advisors, LLC | 12,167 | $870.3K | 0.15% | +943+8.4% | Added |
| SPX Equities Gestao de Recursos Ltda | 12,198 | $872.5K | 0.07% | +12,198 | New |
| Koshinski Asset Management, Inc. | 12,203 | $872.9K | 0.06% | −2,325−16.0% | Reduced |
| First National Bank of Omaha | 12,300 | $879.8K | 0.06% | −377−3.0% | Reduced |
| Chesley Taft & Associates LLC | 12,308 | $880.4K | 0.04% | −1,855−13.1% | Reduced |
| Everstar Asset Management, LLC | 12,308 | $880.4K | 0.50% | +6,649+117.5% | Added |
| Fidelis Capital Partners, LLC | 12,407 | $887.5K | 0.07% | +1,583+14.6% | Added |
| IHT Wealth Management, LLC | 12,429 | $889.0K | 0.02% | +529+4.4% | Added |
| Clifford Swan Investment Counsel LLC | 12,536 | $896.7K | 0.03% | −1,725−12.1% | Reduced |
| Bessemer Group Inc | 12,615 | $902.0K | 0.00% | +922+7.9% | Added |
| One Wealth Advisors, LLC | 12,611 | $902.1K | 0.11% | −504−3.8% | Reduced |
| PFG Advisors | 12,637 | $903.9K | 0.04% | +7,376+140.2% | Added |
| Central Trust Co | 12,656 | $905.3K | 0.02% | −793−5.9% | Reduced |
| EPG Wealth Management LLC | 12,804 | $915.9K | 0.25% | +93+0.7% | Added |
| Pin Oak Investment Advisors Inc | 12,874 | $920.9K | 0.66% | +616+5.0% | Added |
| Intrua Financial, LLC | 12,917 | $923.9K | 0.11% | +1,196+10.2% | Added |
| Crescent Sterling, Ltd. | 12,928 | $924.7K | 0.97% | −1,245−8.8% | Reduced |
| Equitable Trust Co | 13,020 | $931.3K | 0.04% | 00.0% | Unchanged |
| May Hill Capital, LLC | 13,089 | $936.3K | 0.27% | +1,366+11.7% | Added |
| Wedbush Securities Inc | 13,114 | $938.0K | 0.03% | −2,881−18.0% | Reduced |
| Howland Capital Management LLC | 13,149 | $940.5K | 0.04% | −2,400−15.4% | Reduced |
| Evoke Wealth, LLC | 13,192 | $943.7K | 0.02% | +444+3.5% | Added |
| Sage Rhino Capital LLC | 13,261 | $948.5K | 0.18% | −14−0.1% | Reduced |
| Strategic Global Advisors, LLC | 13,262 | $948.6K | 0.14% | −1,174−8.1% | Reduced |
| Guerra Advisors Inc | 13,301 | $951.4K | 0.35% | +13,301 | New |
| Envestnet Portfolio Solutions, Inc. | 13,324 | $953.1K | 0.00% | −4,189−23.9% | Reduced |
| AE Wealth Management LLC | 13,510 | $966.5K | 0.01% | +1,249+10.2% | Added |
| Beck Mack & Oliver LLC | 13,647 | $976.2K | 0.02% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 13,689 | $979.2K | 0.06% | −111−0.8% | Reduced |
| Lee Danner & Bass Inc | 13,703 | $980.2K | 0.07% | +100+0.7% | Added |
| HM Payson & Co | 13,774 | $985.3K | 0.01% | +10,382+306.1% | Added |
| Main Street Financial Solutions, LLC | 13,793 | $986.6K | 0.06% | +155+1.1% | Added |
| Sowell Financial Services LLC | 13,979 | $999.9K | 0.04% | −133−0.9% | Reduced |
| Norden Group LLC | 13,981 | $999.9K | 0.10% | +975+7.5% | Added |
| Hayek Kallen Investment Management | 14,018 | $1.00M | 0.32% | +18+0.1% | Added |
| London & Capital Asset Management Ltd | 14,125 | $1.01M | 0.07% | −1,535−9.8% | Reduced |
| Independent Financial Group, LLC | 14,127 | $1.01M | 0.02% | +907+6.9% | Added |
| TCG Advisory Services, LLC | 14,137 | $1.01M | 0.04% | +1,011+7.7% | Added |
| IFP Advisors, Inc | 14,147 | $1.01M | 0.03% | −249−1.7% | Reduced |
| Benjamin Edwards Inc | 14,183 | $1.01M | 0.01% | −3,154−18.2% | Reduced |
| Summit Trail Advisors, LLC | 14,249 | $1.02M | 0.01% | +504+3.7% | Added |
| Great Diamond Partners, LLC | 14,265 | $1.02M | 0.20% | −229−1.6% | Reduced |
| AlphaCore Capital LLC | 14,285 | $1.02M | 0.03% | +8,162+133.3% | Added |
| Apollon Wealth Management, LLC | 14,325 | $1.02M | 0.02% | +225+1.6% | Added |
| Cresset Asset Management, LLC | 14,411 | $1.03M | 0.00% | +114+0.8% | Added |
| Independence Bank of Kentucky | 14,471 | $1.04M | 0.13% | −420−2.8% | Reduced |
| Abel Hall, LLC | 14,477 | $1.04M | 0.42% | −85−0.6% | Reduced |
| American Financial Group Inc | 14,500 | $1.04M | 0.40% | 00.0% | Unchanged |
| Qtron Investments LLC | 14,528 | $1.04M | 0.13% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 14,617 | $1.05M | 0.06% | −122−0.8% | Reduced |
| Avantra Family Wealth, Inc. | 14,765 | $1.06M | 0.79% | +930+6.7% | Added |
| Sweeney & Michel, LLC | 14,796 | $1.06M | 0.36% | −366−2.4% | Reduced |
| Crewe Advisors LLC | 14,843 | $1.06M | 0.10% | +21+0.1% | Added |
| King Luther Capital Management Corp | 14,854 | $1.06M | 0.00% | −876−5.6% | Reduced |
| Sunbelt Securities, Inc. | 14,880 | $1.06M | 0.07% | +388+2.7% | Added |
| Sendero Wealth Management, LLC | 14,899 | $1.07M | 0.12% | −5,590−27.3% | Reduced |
| Coldstream Capital Management Inc | 14,901 | $1.07M | 0.01% | +1,887+14.5% | Added |
| Flagship Harbor Advisors, LLC | 14,930 | $1.07M | 0.05% | +35+0.2% | Added |
| Hartree Partners, LP | 15,000 | $1.07M | 0.37% | 00.0% | Unchanged |
| Cowa, LLC | 15,043 | $1.08M | 0.36% | −480−3.1% | Reduced |
| Ballentine Partners, LLC | 15,091 | $1.08M | 0.01% | −2,105−12.2% | Reduced |
| Texas Yale Capital Corp. | 15,123 | $1.08M | 0.03% | −1,435−8.7% | Reduced |
| SOL Capital Management CO | 15,208 | $1.09M | 0.10% | −22−0.1% | Reduced |
| Jarislowsky, Fraser Ltd | 15,220 | $1.09M | 0.01% | −400−2.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 15,376 | $1.10M | 0.00% | −13,564−46.9% | Reduced |
| Legacy Financial Advisors, Inc. | 15,494 | $1.11M | 0.15% | +15,494 | New |
| Madison Asset Management, LLC | 15,563 | $1.11M | 0.01% | −3,617−18.9% | Reduced |
| Rodgers Brothers Inc. | 15,775 | $1.13M | 0.14% | −1,150−6.8% | Reduced |
| Parallel Advisors, LLC | 15,819 | $1.13M | 0.02% | −878−5.3% | Reduced |
| Perpetual Ltd | 15,839 | $1.13M | 0.01% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 15,924 | $1.14M | 0.22% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 16,020 | $1.15M | 0.02% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 16,178 | $1.16M | 0.02% | +932+6.1% | Added |
| Pensionmark Financial Group, LLC | 16,240 | $1.16M | 0.02% | +8,391+106.9% | Added |
| Glenview Trust Co | 16,362 | $1.17M | 0.02% | −260−1.6% | Reduced |
| Kingsview Wealth Management, LLC | 16,366 | $1.17M | 0.02% | +623+4.0% | Added |
| Apexium Financial, LP | 16,386 | $1.17M | 0.06% | +80.0% | Added |
| Nicholas Hoffman & Company, LLC. | 16,386 | $1.17M | 0.03% | −87−0.5% | Reduced |
| Auxier Asset Management | 16,451 | $1.18M | 0.16% | +300+1.9% | Added |
| LSV Asset Management | 16,500 | $1.18M | 0.00% | −400−2.4% | Reduced |
| Wealthspire Advisors, LLC | 16,542 | $1.18M | 0.01% | −919−5.3% | Reduced |
| Brevan Howard Capital Management LP | 16,559 | $1.18M | 0.02% | +16,559 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,917 | $1.21M | 0.01% | −500−3.0% | Reduced |
| Moody National Bank Trust Division | 17,086 | $1.22M | 0.10% | +101+0.6% | Added |
| Poehling Capital Management, LLC | 17,160 | $1.23M | 0.26% | −63−0.4% | Reduced |
| HBK Sorce Advisory LLC | 17,185 | $1.24M | 0.03% | +859+5.3% | Added |
| Summit Financial, LLC | 17,282 | $1.24M | 0.02% | +17,282 | New |
| Midwest Trust Co | 17,283 | $1.24M | 0.02% | −4,116−19.2% | Reduced |
| Evelyn Partners Investment Management LLP | 17,297 | $1.24M | 0.04% | 00.0% | Unchanged |