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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 91,462 | $6.54M | 0.03% | +15,561+20.5% | Added |
| Brown Brothers Harriman & Co | 91,160 | $6.52M | 0.04% | +1,175+1.3% | Added |
| TD Waterhouse Canada Inc. | 89,858 | $6.51M | 0.04% | +8,845+10.9% | Added |
| Keybank National Association | 90,952 | $6.51M | 0.02% | +1,134+1.3% | Added |
| Carrhae Capital LLP | 88,632 | $6.34M | 0.60% | +88,632 | New |
| New England Asset Management Inc | 87,175 | $6.24M | 0.82% | +640+0.7% | Added |
| Renaissance Group LLC | 84,911 | $6.07M | 0.23% | −118−0.1% | Reduced |
| Neville Rodie & Shaw Inc | 84,050 | $6.01M | 0.43% | −2,875−3.3% | Reduced |
| South State Corp. | 83,873 | $6.00M | 0.28% | −684−0.8% | Reduced |
| SRS Capital Advisors, Inc. | 83,431 | $5.97M | 0.09% | +80,203+2,484.6% | Added |
| Fifth Third Bancorp | 82,742 | $5.92M | 0.02% | −8,316−9.1% | Reduced |
| Clearbridge Investments, LLC | 82,620 | $5.91M | 0.00% | +1,076+1.3% | Added |
| Claret Asset Management Corp | 80,964 | $5.79M | 0.69% | −7,574−8.6% | Reduced |
| Hennessy Advisors Inc | 80,800 | $5.78M | 0.20% | −1,200−1.5% | Reduced |
| Baird Financial Group, Inc. | 79,999 | $5.72M | 0.01% | −21,844−21.4% | Reduced |
| Assetmark, Inc | 79,596 | $5.69M | 0.01% | +17,650+28.5% | Added |
| Brinker Capital Investments, LLC | 78,358 | $5.60M | 0.04% | +4,652+6.3% | Added |
| tru Independence LLC | 78,045 | $5.58M | 1.45% | −256−0.3% | Reduced |
| Ritholtz Wealth Management | 77,424 | $5.54M | 0.11% | +783+1.0% | Added |
| Cary Street Partners Financial LLC | 76,196 | $5.45M | 0.14% | −2,389−3.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 75,352 | $5.39M | 0.00% | −896−1.2% | Reduced |
| Nikko Asset Management Americas, Inc. | 75,352 | $5.39M | 0.05% | −896−1.2% | Reduced |
| CWM, LLC | 75,190 | $5.38M | 0.02% | +12,941+20.8% | Added |
| MAI Capital Management | 73,718 | $5.27M | 0.03% | −393−0.5% | Reduced |
| Regency Capital Management Inc. | 73,615 | $5.27M | 2.50% | +58+0.1% | Added |
| Old National Bancorp | 73,497 | $5.26M | 0.09% | −221−0.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 73,029 | $5.22M | 0.39% | +64,355+741.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 71,897 | $5.14M | 0.03% | +3,080+4.5% | Added |
| Royce & Associates LP | 70,000 | $5.01M | 0.05% | 00.0% | Unchanged |
| Family Management Corp | 68,988 | $4.93M | 0.68% | +2,780+4.2% | Added |
| Pittenger & Anderson Inc | 68,835 | $4.92M | 0.18% | 00.0% | Unchanged |
| Advocate Group LLC | 67,900 | $4.86M | 0.80% | −1,076−1.6% | Reduced |
| Lazard Asset Management LLC | 67,674 | $4.84M | 0.01% | −250−0.4% | Reduced |
| Park Avenue Securities LLC | 67,544 | $4.83M | 0.04% | −8,187−10.8% | Reduced |
| Hantz Financial Services, Inc. | 67,225 | $4.81M | 0.07% | +29,532+78.3% | Added |
| Bleakley Financial Group, LLC | 66,448 | $4.75M | 0.11% | +10,956+19.7% | Added |
| Kimelman & Baird, LLC | 66,176 | $4.73M | 0.37% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 65,905 | $4.71M | 0.55% | +2,346+3.7% | Added |
| AQR Capital Management LLC | 65,879 | $4.71M | 0.00% | +17,692+36.7% | Added |
| YHB Investment Advisors, Inc. | 65,542 | $4.69M | 0.34% | −3,346−4.9% | Reduced |
| Weatherly Asset Management L. P. | 65,146 | $4.66M | 0.38% | −1,015−1.5% | Reduced |
| Bard Financial Services, Inc. | 65,100 | $4.66M | 0.51% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 64,186 | $4.59M | 0.15% | +4,265+7.1% | Added |
| Fiduciary Trust Co | 63,659 | $4.55M | 0.05% | −1,963−3.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 63,648 | $4.55M | 0.13% | +28,832+82.8% | Added |
| Atria Investments LLC | 62,750 | $4.49M | 0.05% | −575−0.9% | Reduced |
| Blair William & Co | 62,475 | $4.47M | 0.01% | +250+0.4% | Added |
| Azimuth Capital Investment Management LLC | 62,390 | $4.46M | 0.16% | −410−0.7% | Reduced |
| Ausdal Financial Partners, Inc. | 62,282 | $4.46M | 0.22% | +2,014+3.3% | Added |
| Vident Advisory, LLC | 61,477 | $4.40M | 0.04% | +4,637+8.2% | Added |
| Palogic Value Management, L.P. | 61,463 | $4.40M | 1.86% | +169+0.3% | Added |
| SBI Securities Co., Ltd. | 61,429 | $4.39M | 0.11% | +217+0.4% | Added |
| Tower Research Capital LLC (TRC) | 61,421 | $4.39M | 0.12% | −7,549−10.9% | Reduced |
| Inspire Trust Co, N.A. | 61,000 | $4.36M | 0.79% | +8,000+15.1% | Added |
| Meritage Portfolio Management | 60,927 | $4.36M | 0.29% | −602−1.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 60,253 | $4.31M | 0.12% | +1,089+1.8% | Added |
| Wolverine Trading, LLC | 59,427 | $4.31M | 0.09% | +13,140+28.4% | Added |
| Griffin Asset Management, Inc. | 60,081 | $4.30M | 0.48% | +230.0% | Added |
| Peapack Gladstone Financial Corp | 59,871 | $4.28M | 0.06% | +531+0.9% | Added |
| Gilman Hill Asset Management, LLC | 59,793 | $4.28M | 0.67% | +515+0.9% | Added |
| Jane Street Group, LLC | 59,040 | $4.22M | 0.00% | −775,532−92.9% | Reduced |
| Drum Hill Capital, LLC | 58,567 | $4.19M | 4.53% | +298+0.5% | Added |
| Beddow Capital Management Inc | 58,501 | $4.18M | 1.54% | −725−1.2% | Reduced |
| Brookmont Capital Management | 58,467 | $4.18M | 2.32% | −1,441−2.4% | Reduced |
| Cinctive Capital Management LP | 58,200 | $4.16M | 0.21% | −14,479−19.9% | Reduced |
| CIBC Asset Management Inc | 57,800 | $4.13M | 0.01% | +17,037+41.8% | Added |
| Yarbrough Capital, LLC | 57,590 | $4.12M | 0.13% | 00.0% | Unchanged |
| Signaturefd, LLC | 57,368 | $4.10M | 0.06% | +1,425+2.5% | Added |
| Cardinal Capital Management | 57,331 | $4.10M | 0.57% | +564+1.0% | Added |
| Deltec Asset Management LLC | 57,204 | $4.09M | 0.67% | 00.0% | Unchanged |
| Capital World Investors | 55,855 | $4.05M | 0.00% | −7,015,017−99.2% | Reduced |
| Ieq Capital, LLC | 56,434 | $4.04M | 0.01% | +19,460+52.6% | Added |
| Hedges Asset Management LLC | 56,100 | $4.01M | 3.07% | 00.0% | Unchanged |
| Dodge & Cox | 55,919 | $4.00M | 0.00% | −1,294−2.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 55,800 | $3.99M | 0.03% | +55,800 | New |
| Stephens Inc | 55,604 | $3.98M | 0.05% | +3,245+6.2% | Added |
| Deutsche Bank AG | 54,571 | $3.90M | 0.00% | +1,286+2.4% | Added |
| Regions Financial Corp | 53,918 | $3.86M | 0.03% | +8,244+18.0% | Added |
| Fort Sheridan Advisors LLC | 52,990 | $3.79M | 0.50% | −2,675−4.8% | Reduced |
| Bridge Creek Capital Management LLC | 52,644 | $3.77M | 1.05% | −490−0.9% | Reduced |
| Huntington National Bank | 51,006 | $3.65M | 0.02% | −1,110−2.1% | Reduced |
| Intrepid Family Office LLC | 50,000 | $3.58M | 3.23% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 47,783 | $3.57M | 0.05% | +12,463+35.3% | Added |
| Concurrent Investment Advisors, LLC | 49,784 | $3.56M | 0.06% | −692−1.4% | Reduced |
| Sequoia Financial Advisors, LLC | 49,455 | $3.54M | 0.02% | −434−0.9% | Reduced |
| Chicago Trust Co NA | 49,266 | $3.52M | 0.49% | +3,135+6.8% | Added |
| Oppenheimer & Co Inc | 49,128 | $3.51M | 0.04% | +1,277+2.7% | Added |
| Aviso Financial Inc. | 46,331 | $3.31M | 0.13% | +2,850+6.6% | Added |
| Kempner Capital Management Inc. | 46,102 | $3.30M | 2.74% | −39,948−46.4% | Reduced |
| SG Americas Securities, LLC | 45,570 | $3.26M | 0.01% | +28,447+166.1% | Added |
| HB Wealth Management, LLC | 45,330 | $3.24M | 0.02% | +1,341+3.0% | Added |
| Brown Advisory Inc | 45,235 | $3.24M | 0.00% | +1,952+4.5% | Added |
| JCIC Asset Management Inc. | 44,546 | $3.19M | 1.00% | +44,546 | New |
| Wetherby Asset Management Inc | 44,420 | $3.18M | 0.13% | +1,363+3.2% | Added |
| Glass Wealth Management Co LLC | 44,408 | $3.18M | 1.42% | +395+0.9% | Added |
| Lincluden Management Ltd | 43,956 | $3.14M | 0.35% | −182−0.4% | Reduced |
| Cantor Fitzgerald, L. P. | 43,895 | $3.14M | 0.06% | +43,895 | New |
| Lido Advisors, LLC | 42,911 | $3.07M | 0.01% | +2,273+5.6% | Added |
| CAPROCK Group, Inc. | 40,603 | $3.03M | 0.07% | +40,603 | New |
| Archford Capital Strategies, LLC | 42,309 | $3.03M | 0.36% | +15,413+57.3% | Added |