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 |
|---|---|---|---|---|---|
| US Bancorp | 308,096 | $22.0M | 0.03% | −20,309−6.2% | Reduced |
| Harvest Portfolios Group Inc. | 307,318 | $22.0M | 0.41% | +2,909+1.0% | Added |
| O'Shaughnessy Asset Management, LLC | 302,974 | $21.7M | 0.13% | +36,036+13.5% | Added |
| Toroso Investments, LLC | 296,624 | $21.2M | 0.09% | −9,582−3.1% | Reduced |
| Willis Johnson & Associates, Inc. | 296,570 | $21.2M | 1.31% | +12,988+4.6% | Added |
| Commonwealth Equity Services, LLC | 290,569 | $20.8M | 0.03% | −49,503−14.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 288,239 | $20.6M | 1.40% | +629+0.2% | Added |
| American Assets Investment Management, LLC | 286,000 | $20.5M | 1.50% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 283,613 | $20.3M | 0.02% | −45,965−13.9% | Reduced |
| Alyeska Investment Group, L.P. | 282,258 | $20.2M | 0.06% | −819,901−74.4% | Reduced |
| Sagefield Capital LP | 277,956 | $19.9M | 2.22% | +277,956 | New |
| SEI Investments Co | 277,656 | $19.9M | 0.02% | +12,734+4.8% | Added |
| Douglas Lane & Associates, LLC | 277,649 | $19.9M | 0.28% | −140,510−33.6% | Reduced |
| Willis Investment Counsel | 273,939 | $19.6M | 1.07% | −88,830−24.5% | Reduced |
| Anchor Capital Advisors LLC | 263,941 | $18.9M | 0.55% | −3,913−1.5% | Reduced |
| Grandfield & Dodd, LLC | 256,008 | $18.3M | 1.04% | +4,121+1.6% | Added |
| Americana Partners, LLC | 243,821 | $17.4M | 0.52% | +6,205+2.6% | Added |
| Sapient Capital LLC | 234,961 | $17.0M | 0.26% | −7,825−3.2% | Reduced |
| Logan Capital Management Inc | 236,918 | $16.9M | 0.71% | +9,092+4.0% | Added |
| Klingenstein Fields & Co LP | 236,238 | $16.9M | 0.64% | −267−0.1% | Reduced |
| Davenport & Co LLC | 229,493 | $16.4M | 0.09% | −2,533−1.1% | Reduced |
| Northwest & Ethical Investments L.P. | 228,706 | $16.4M | 0.39% | −21,080−8.4% | Reduced |
| Quantinno Capital Management LP | 215,163 | $15.4M | 0.04% | +57,628+36.6% | Added |
| Becker Capital Management Inc | 213,756 | $15.3M | 0.45% | −1,002−0.5% | Reduced |
| Manning & Napier Advisors LLC | 210,156 | $15.2M | 0.19% | −11,608−5.2% | Reduced |
| M&T Bank Corp | 207,057 | $14.8M | 0.05% | −7,036−3.3% | Reduced |
| Truist Financial Corp | 204,054 | $14.6M | 0.02% | −33,397−14.1% | Reduced |
| SCS Capital Management LLC | 202,215 | $14.5M | 0.16% | −6,324−3.0% | Reduced |
| Jones Financial Companies LLLP | 193,201 | $14.2M | 0.01% | +32,334+20.1% | Added |
| Colony Group, LLC | 196,928 | $14.1M | 0.02% | −1,967−1.0% | Reduced |
| Evergreen Capital Management LLC | 194,826 | $13.9M | 0.33% | +11,733+6.4% | Added |
| Allied Investment Advisors, LLC | 191,732 | $13.7M | 2.18% | +6,546+3.5% | Added |
| South Dakota Investment Council | 189,713 | $13.6M | 0.26% | −29,108−13.3% | Reduced |
| Advisor Group Holdings, Inc. | 186,413 | $13.6M | 0.02% | +20,177+12.1% | Added |
| HRT Financial LP | 189,262 | $13.5M | 0.05% | −12,618−6.3% | Reduced |
| Trexquant Investment LP | 189,115 | $13.5M | 0.14% | +189,115 | New |
| Citigroup Inc | 187,954 | $13.4M | 0.01% | −19,966−9.6% | Reduced |
| 1832 Asset Management L.P. | 186,887 | $13.4M | 0.02% | −41,000−18.0% | Reduced |
| Van Hulzen Asset Management, LLC | 183,090 | $13.1M | 0.97% | +260+0.1% | Added |
| Abc Arbitrage SA | 180,855 | $12.9M | 1.27% | +75,726+72.0% | Added |
| D.A. Davidson & Co. | 178,829 | $12.8M | 0.08% | −2,463−1.4% | Reduced |
| Wedge Capital Management L L P | 177,837 | $12.7M | 0.22% | −25,373−12.5% | Reduced |
| Oppenheimer Asset Management Inc. | 176,716 | $12.6M | 0.14% | −1,448−0.8% | Reduced |
| Janney Montgomery Scott LLC | 175,900 | $12.6M | 0.03% | +1,384+0.8% | Added |
| Huber Capital Management LLC | 175,330 | $12.5M | 1.99% | +290.0% | Added |
| QRG Capital Management, Inc. | 167,408 | $12.0M | 0.15% | −101,752−37.8% | Reduced |
| Callodine Capital Management, LP | 167,000 | $11.9M | 1.05% | +42,000+33.6% | Added |
| FineMark National Bank & Trust | 165,002 | $11.8M | 0.39% | −6,669−3.9% | Reduced |
| Foresight Global Investors, Inc. | 163,860 | $11.7M | 6.96% | −5,130−3.0% | Reduced |
| Euro Pacific Asset Management, LLC | 164,560 | $11.6M | 1.41% | −2,310−1.4% | Reduced |
| Optiver Holding B.V. | 162,190 | $11.6M | 0.19% | −137,515−45.9% | Reduced |
| Mercer Global Advisors Inc | 161,555 | $11.6M | 0.02% | −12,554−7.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 161,029 | $11.5M | 0.89% | +1,376+0.9% | Added |
| National Bank of Canada | 160,903 | $11.5M | 0.01% | −3,270−2.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 157,537 | $11.3M | 0.27% | +32,245+25.7% | Added |
| Cohen Klingenstein LLC | 157,098 | $11.2M | 0.35% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 154,449 | $11.0M | 0.16% | −2,662−1.7% | Reduced |
| Ibex Wealth Advisors | 152,687 | $10.9M | 1.05% | +1,165+0.8% | Added |
| Prospera Financial Services Inc | 152,056 | $10.9M | 0.19% | +1,449+1.0% | Added |
| Adell Harriman & Carpenter Inc | 149,650 | $10.7M | 0.65% | +5,617+3.9% | Added |
| Country Club Bank | 145,880 | $10.6M | 0.63% | −24,913−14.6% | Reduced |
| Synovus Financial Corp | 146,330 | $10.5M | 0.12% | +5,385+3.8% | Added |
| Woodstock Corp | 145,302 | $10.4M | 0.90% | +1,836+1.3% | Added |
| Sanctuary Advisors, LLC | 142,757 | $10.2M | 0.06% | +4,716+3.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 142,567 | $10.2M | 0.02% | −10,524−6.9% | Reduced |
| Two Sigma Advisers, LP | 140,400 | $10.0M | 0.02% | −19,400−12.1% | Reduced |
| Captrust Financial Advisors | 138,501 | $9.91M | 0.02% | +1,415+1.0% | Added |
| JustInvest LLC | 138,013 | $9.87M | 0.10% | +7,704+5.9% | Added |
| MML Investors Services, LLC | 137,131 | $9.81M | 0.03% | −444−0.3% | Reduced |
| Glenmede Investment Management, LP | 137,070 | $9.80M | 0.05% | −46,874−25.5% | Reduced |
| Sit Investment Associates Inc | 132,062 | $9.45M | 0.19% | −3,968−2.9% | Reduced |
| Pathstone Holdings, LLC | 130,615 | $9.34M | 0.04% | −3,132−2.3% | Reduced |
| Bragg Financial Advisors, Inc | 130,339 | $9.32M | 0.31% | −3,269−2.4% | Reduced |
| Stansberry Asset Management, LLC | 128,406 | $9.18M | 0.96% | +39,714+44.8% | Added |
| Stamos Capital Partners, L.P. | 123,358 | $8.82M | 1.66% | −68,976−35.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 122,132 | $8.74M | 0.02% | −7,821−6.0% | Reduced |
| Pinnacle Financial Partners Inc | 119,684 | $8.56M | 0.21% | +8,387+7.5% | Added |
| Federated Hermes, Inc. | 117,801 | $8.43M | 0.01% | −647−0.5% | Reduced |
| Eldred Rock Partners, LLC | 117,232 | $8.39M | 2.09% | +12,797+12.3% | Added |
| Tudor Investment Corp Et Al | 116,722 | $8.35M | 0.05% | +116,722 | New |
| Janney Capital Management LLC | 116,016 | $8.30M | 0.52% | −1,606−1.4% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $8.14M | 1.82% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 110,626 | $7.91M | 2.53% | −300.0% | Reduced |
| Aquatic Capital Management LLC | 108,981 | $7.80M | 0.14% | +108,981 | New |
| Thornburg Investment Management Inc | 108,798 | $7.78M | 0.10% | +2,568+2.4% | Added |
| Atlantic Union Bankshares Corp | 108,451 | $7.76M | 0.15% | −1,693−1.5% | Reduced |
| Augustine Asset Management Inc | 104,140 | $7.45M | 1.50% | −981−0.9% | Reduced |
| Quadrant Capital Group LLC | 102,189 | $7.31M | 0.24% | +286+0.3% | Added |
| GWM Advisors LLC | 102,026 | $7.30M | 0.03% | −7,457−6.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 101,018 | $7.23M | 0.02% | −24,760−19.7% | Reduced |
| Eastover Investment Advisors LLC | 100,860 | $7.21M | 3.14% | −5,237−4.9% | Reduced |
| Eagle Global Advisors LLC | 100,204 | $7.17M | 0.27% | +415+0.4% | Added |
| Nixon Peabody Trust Co | 97,942 | $7.01M | 0.51% | +3,855+4.1% | Added |
| Ci Investments Inc. | 97,930 | $7.00M | 0.03% | −14,510−12.9% | Reduced |
| RSM US Wealth Management LLC | 96,045 | $6.87M | 0.09% | +1,595+1.7% | Added |
| Pinnacle Associates Ltd | 95,529 | $6.83M | 0.09% | −3,110−3.2% | Reduced |
| RMB Capital Management, LLC | 94,710 | $6.77M | 0.12% | −34,278−26.6% | Reduced |
| Callan Family Office, LLC | 94,299 | $6.75M | 0.21% | −4,504−4.6% | Reduced |
| TownSquare Capital, LLC | 93,228 | $6.67M | 1.01% | +3,004+3.3% | Added |
| Heritage Investors Management Corp | 92,702 | $6.63M | 0.20% | −881−0.9% | Reduced |