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 |
|---|---|---|---|---|---|
| Banyan Capital Management, Inc. | 5,100 | $364.8K | 0.17% | +5,100 | New |
| Lunt Capital Management, Inc. | 5,099 | $364.7K | 0.14% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,074 | $362.9K | 0.09% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 5,071 | $362.7K | 0.02% | +22+0.4% | Added |
| Larson Financial Group LLC | 5,042 | $360.7K | 0.01% | −819−14.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,039 | $360.4K | 0.07% | −240−4.5% | Reduced |
| Lantz Financial LLC | 5,034 | $360.1K | 0.08% | +81+1.6% | Added |
| Johnson Financial Group, Inc. | 5,028 | $359.7K | 0.01% | +4,644+1,209.4% | Added |
| Chelsea Counsel Co | 5,012 | $358.5K | 0.16% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 5,009 | $358.3K | 0.01% | +5,009 | New |
| Robertson Stephens Wealth Management, LLC | 5,001 | $357.8K | 0.01% | +71+1.4% | Added |
| 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 |
| Red Door Wealth Management, LLC | 4,993 | $357.1K | 0.04% | −256−4.9% | Reduced |
| Titleist Asset Management, LLC | 4,987 | $356.7K | 0.03% | −225−4.3% | Reduced |
| Fort Washington Investment Advisors Inc | 4,978 | $356.1K | 0.00% | −400−7.4% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $355.4K | 0.04% | 00.0% | Unchanged |
| 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 |
| Plan Group Financial, LLC | 4,904 | $350.8K | 0.09% | +423+9.4% | Added |
| Anchor Investment Management, LLC | 4,897 | $350.3K | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 4,894 | $350.1K | 0.01% | +158+3.3% | Added |
| Ledyard National Bank | 4,888 | $349.6K | 0.03% | −3−0.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,885 | $349.4K | 0.03% | +4,885 | New |
| Greenfield Savings Bank | 4,879 | $349.0K | 0.15% | −78−1.6% | Reduced |
| E&G Advisors, LP | 4,860 | $347.6K | 0.08% | +60+1.3% | Added |
| Atlas Brown,Inc. | 4,842 | $346.3K | 0.10% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,815 | $344.4K | 0.02% | −28−0.6% | Reduced |
| Brave Asset Management Inc | 4,800 | $343.3K | 0.08% | 00.0% | Unchanged |
| Sonoma Allocations LLC | 4,803 | $342.8K | 0.12% | +4,803 | New |
| Essex Financial Services, Inc. | 4,783 | $342.1K | 0.02% | +169+3.7% | Added |
| Capital Analysts, LLC | 4,773 | $342.0K | 0.01% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,754 | $340.1K | 0.11% | −41−0.9% | Reduced |
| Canopy Partners, LLC | 4,747 | $339.6K | 0.11% | +234+5.2% | Added |
| Alpha Omega Wealth Management LLC | 4,746 | $339.5K | 0.06% | −300−5.9% | Reduced |
| St Germain D J Co Inc | 4,744 | $339.3K | 0.01% | +211+4.7% | Added |
| Breakwater Capital Group | 4,742 | $339.2K | 0.05% | −101−2.1% | Reduced |
| Broyhill Asset Management | 4,740 | $339.1K | 0.30% | 00.0% | Unchanged |
| McAdam, LLC | 4,732 | $338.5K | 0.02% | +3+0.1% | Added |
| Argent Advisors, Inc. | 4,717 | $337.4K | 0.10% | +150+3.3% | Added |
| Foster Victor Wealth Advisors, LLC | 4,599 | $336.7K | 0.02% | +4,599 | New |
| Parvin Asset Management, LLC | 4,700 | $336.2K | 0.30% | +75+1.6% | Added |
| Cache Advisors, LLC | 4,688 | $335.3K | 0.06% | +1,385+41.9% | Added |
| Paragon Capital Management LLC | 4,681 | $334.8K | 0.16% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,676 | $334.5K | 0.00% | +161+3.6% | Added |
| International Assets Investment Management, LLC | 4,696 | $334.3K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,626 | $330.9K | 0.02% | −1,650−26.3% | Reduced |
| Advisors Capital Management, LLC | 4,599 | $329.0K | 0.00% | −338−6.8% | Reduced |
| Riversedge Advisors, LLC | 4,560 | $326.2K | 0.05% | +584+14.7% | Added |
| Vista Investment Partners II, LLC | 4,542 | $324.9K | 0.15% | +8+0.2% | Added |
| Carret Asset Management, LLC | 4,536 | $324.5K | 0.03% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 4,491 | $321.2K | 0.01% | −157−3.4% | Reduced |
| RDA Financial Network | 4,479 | $320.4K | 0.08% | +21+0.5% | Added |
| New Republic Capital, LLC | 4,476 | $320.2K | 0.10% | +563+14.4% | Added |
| Alteri Wealth LLC | 4,461 | $319.1K | 0.11% | +801+21.9% | Added |
| First Financial Corp | 4,444 | $317.9K | 0.12% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,443 | $317.8K | 0.02% | +537+13.7% | Added |
| Arete Wealth Advisors, LLC | 4,412 | $316.0K | 0.02% | +115+2.7% | Added |
| Grange Capital, LLC | 4,413 | $315.7K | 0.31% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 4,400 | $314.7K | 0.08% | −20,023−82.0% | Reduced |
| Fortress Private Ledger, LLC | 4,393 | $314.2K | 0.11% | +1,150+35.5% | Added |
| Cetera Trust Company, N.A | 4,390 | $314.0K | 0.18% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,380 | $313.3K | 0.03% | −1,000−18.6% | Reduced |
| Tranquility Partners, LLC | 4,362 | $312.0K | 0.11% | +223+5.4% | Added |
| Granite Investment Partners, LLC | 4,358 | $311.7K | 0.02% | −297−6.4% | Reduced |
| Traveka Wealth, LLC | 4,335 | $310.1K | 0.14% | −182−4.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,328 | $309.5K | 0.07% | −434−9.1% | Reduced |
| Sepio Capital, LP | 4,317 | $308.8K | 0.02% | +507+13.3% | Added |
| We Are One Seven, LLC | 4,310 | $308.3K | 0.01% | +541+14.4% | Added |
| Rehmann Capital Advisory Group | 4,304 | $307.9K | 0.02% | −333−7.2% | Reduced |
| Ballew Advisors, Inc | 4,295 | $307.8K | 0.17% | +305+7.6% | Added |
| Marco Investment Management LLC | 4,282 | $306.3K | 0.02% | +10+0.2% | Added |
| Stokes Family Office, LLC | 4,273 | $305.6K | 0.03% | +41+1.0% | Added |
| Jacobi Capital Management LLC | 4,265 | $305.1K | 0.02% | +287+7.2% | Added |
| Westmount Partners, LLC | 4,210 | $304.9K | 0.08% | −107−2.5% | Reduced |
| Ransom Advisory, Ltd | 4,261 | $304.8K | 0.14% | 00.0% | Unchanged |
| Foster Group, Inc. | 4,258 | $304.6K | 0.01% | +132+3.2% | Added |
| Shulman DeMeo Asset Management LLC | 4,250 | $304.0K | 0.07% | −6−0.1% | Reduced |
| Eagle Harbor Asset Management Inc | 4,249 | $303.9K | 0.26% | −119−2.7% | Reduced |
| Brookstone Capital Management | 4,242 | $303.4K | 0.00% | +164+4.0% | Added |
| Syverson Strege & Co | 4,233 | $302.8K | 0.07% | −700−14.2% | Reduced |
| Diligent Investors, LLC | 4,227 | $302.4K | 0.08% | −100−2.3% | Reduced |
| Davidson Trust Co | 4,175 | $298.6K | 0.12% | 00.0% | Unchanged |
| Hara Capital LLC | 4,170 | $298.3K | 0.18% | −120−2.8% | Reduced |
| Signature Wealth Management Partners, LLC | 4,168 | $298.1K | 0.16% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 4,164 | $297.8K | 0.03% | −1,563−27.3% | Reduced |
| AllSquare Wealth Management LLC | 4,150 | $296.9K | 0.16% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 4,123 | $296.6K | 0.12% | +4,123 | New |
| Doliver Advisors, LP | 4,132 | $295.6K | 0.08% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,103 | $293.5K | 0.06% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 4,065 | $290.8K | 0.39% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,064 | $290.7K | 0.04% | −143−3.4% | Reduced |
| Goodman Financial Corp | 4,054 | $290.0K | 0.06% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,053 | $289.9K | 0.03% | +25+0.6% | Added |
| Angeles Wealth Management, LLC | 4,048 | $289.6K | 0.02% | −25−0.6% | Reduced |
| ESL Trust Services, LLC | 4,045 | $289.3K | 0.06% | +61+1.5% | Added |
| NorthCrest Asset Manangement, LLC | 3,843 | $287.9K | 0.01% | +378+10.9% | Added |
| Sax Wealth Advisors, LLC | 4,016 | $287.3K | 0.02% | −147−3.5% | Reduced |