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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 42,005 | $3.00M | 0.13% | −548−1.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 42,003 | $3.00M | 0.09% | +849+2.1% | Added |
| HF Advisory Group, LLC | 41,900 | $3.00M | 1.10% | +3,435+8.9% | Added |
| Integrated Quantitative Investments LLC | 41,632 | $2.98M | 0.85% | −6,066−12.7% | Reduced |
| LMR Partners LLP | 41,407 | $2.96M | 0.04% | +41,407 | New |
| Baker Avenue Asset Management, LP | 40,976 | $2.93M | 0.07% | −90−0.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 40,400 | $2.89M | 0.30% | −2,050−4.8% | Reduced |
| HORAN Wealth, LLC | 40,398 | $2.89M | 0.46% | +1,818+4.7% | Added |
| Columbia Asset Management | 40,257 | $2.88M | 0.54% | −255−0.6% | Reduced |
| Commerce Bank | 39,922 | $2.86M | 0.02% | +3,854+10.7% | Added |
| Integrated Wealth Concepts LLC | 39,854 | $2.85M | 0.03% | +813+2.1% | Added |
| Asio Capital, LLC | 39,668 | $2.84M | 0.42% | +1,145+3.0% | Added |
| Ashton Thomas Private Wealth, LLC | 39,506 | $2.83M | 0.07% | +1,384+3.6% | Added |
| Allworth Financial LP | 39,503 | $2.83M | 0.01% | +962+2.5% | Added |
| Cullen/Frost Bankers, Inc. | 39,064 | $2.79M | 0.03% | −4,841−11.0% | Reduced |
| Mitchell Capital Management Co | 38,783 | $2.77M | 0.47% | +704+1.8% | Added |
| Drexel Morgan & Co. | 38,544 | $2.76M | 0.43% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 38,251 | $2.74M | 0.07% | +1,686+4.6% | Added |
| Farringdon Capital, Ltd. | 38,117 | $2.73M | 0.69% | +9,518+33.3% | Added |
| TD Private Client Wealth LLC | 37,769 | $2.70M | 0.06% | +7,327+24.1% | Added |
| Portside Wealth Group, LLC | 37,767 | $2.70M | 0.37% | +1,610+4.5% | Added |
| Barclays PLC | 37,752 | $2.70M | 0.00% | +31,827+537.2% | Added |
| Atomi Financial Group, Inc. | 37,445 | $2.68M | 0.09% | +7,865+26.6% | Added |
| Advisory Services Network, LLC | 37,371 | $2.67M | 0.04% | −559−1.5% | Reduced |
| Advisors Management Group Inc | 37,046 | $2.65M | 0.47% | −1,185−3.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 36,977 | $2.64M | 0.44% | +2,625+7.6% | Added |
| Private Advisor Group, LLC | 36,805 | $2.63M | 0.01% | +2,732+8.0% | Added |
| Vise Technologies, Inc. | 36,800 | $2.63M | 0.10% | +497+1.4% | Added |
| Quest Investment Management LLC | 36,532 | $2.61M | 0.27% | +220+0.6% | Added |
| Continental Advisors LLC | 36,520 | $2.61M | 1.77% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 36,000 | $2.58M | 1.16% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 35,828 | $2.56M | 0.03% | −739−2.0% | Reduced |
| Forefront Wealth Management Inc. | 35,565 | $2.54M | 1.87% | −508−1.4% | Reduced |
| Skopos Labs, Inc. | 35,750 | $2.54M | 0.34% | −309−0.9% | Reduced |
| Factory Mutual Insurance Co | 35,274 | $2.52M | 0.02% | +35,274 | New |
| Advisors Asset Management, Inc. | 35,143 | $2.51M | 0.04% | −955−2.6% | Reduced |
| Nelson Capital Management, LLC | 35,037 | $2.51M | 0.30% | −236−0.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 34,705 | $2.48M | 0.12% | +191+0.6% | Added |
| Great Lakes Retirement, Inc. | 34,627 | $2.48M | 0.27% | +3,191+10.2% | Added |
| DMKC Advisory Services, LLC | 34,422 | $2.46M | 1.25% | +1,255+3.8% | Added |
| Forum Financial Management, LP | 34,259 | $2.45M | 0.03% | −20.0% | Reduced |
| Mill Capital Management, LLC | 34,218 | $2.45M | 0.18% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 33,120 | $2.37M | 0.01% | −3,016−8.3% | Reduced |
| Rathbone Brothers plc | 32,895 | $2.35M | 0.01% | −270−0.8% | Reduced |
| BBR Partners, LLC | 32,890 | $2.35M | 0.14% | 00.0% | Unchanged |
| apricus wealth, LLC | 32,890 | $2.35M | 1.27% | +185+0.6% | Added |
| Independent Advisor Alliance | 32,812 | $2.35M | 0.06% | +9,066+38.2% | Added |
| Pitcairn Co | 32,745 | $2.34M | 0.18% | −8,580−20.8% | Reduced |
| Sierra Capital LLC | 32,324 | $2.31M | 0.25% | +1,058+3.4% | Added |
| 44 Wealth Management LLC | 32,262 | $2.31M | 0.78% | +5,367+20.0% | Added |
| GFS Advisors, LLC | 32,177 | $2.30M | 0.29% | 00.0% | Unchanged |
| Galilei Investment Office LLP | 63,920 | $2.29M | 1.10% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 31,934 | $2.28M | 0.02% | −6,985−17.9% | Reduced |
| Kanawha Capital Management LLC | 31,803 | $2.27M | 0.16% | −1,175−3.6% | Reduced |
| InvesTrust | 31,558 | $2.26M | 0.83% | −1,455−4.4% | Reduced |
| Jain Global LLC | 31,510 | $2.25M | 0.03% | +31,510 | New |
| Roberts Wealth Advisors, LLC | 31,461 | $2.25M | 0.60% | −2,441−7.2% | Reduced |
| Regatta Capital Group, LLC | 30,922 | $2.21M | 0.35% | +895+3.0% | Added |
| Simmons Bank | 30,856 | $2.21M | 0.15% | 00.0% | Unchanged |
| CSS LLC | 30,539 | $2.18M | 0.13% | +6,680+28.0% | Added |
| Segall Bryant & Hamill, LLC | 30,526 | $2.18M | 0.03% | −27,000−46.9% | Reduced |
| State Street Corp | 30,522 | $2.18M | 0.00% | −406−1.3% | Reduced |
| Stolper Co | 30,402 | $2.17M | 0.66% | +1,436+5.0% | Added |
| Tectonic Advisors LLC | 30,057 | $2.15M | 0.12% | +30,057 | New |
| Altshuler Shaham Ltd | 30,000 | $2.15M | 0.04% | −7,000−18.9% | Reduced |
| Spears Abacus Advisors LLC | 29,903 | $2.14M | 0.04% | +355+1.2% | Added |
| Lockheed Martin Investment Management Co | 29,470 | $2.11M | 0.08% | −19,020−39.2% | Reduced |
| Caldwell Trust Co | 29,369 | $2.10M | 0.20% | +1,528+5.5% | Added |
| Lester Murray Antman dba SimplyRich | 29,354 | $2.10M | 0.57% | +100.0% | Added |
| CWA Asset Management Group, LLC | 29,298 | $2.10M | 0.08% | +712+2.5% | Added |
| J.W. Cole Advisors, Inc. | 29,132 | $2.08M | 0.04% | +853+3.0% | Added |
| Burney Co | 29,026 | $2.08M | 0.07% | +49+0.2% | Added |
| Scotia Capital Inc. | 28,855 | $2.06M | 0.01% | +1,099+4.0% | Added |
| Cornerstone Select Advisors, LLC | 28,847 | $2.06M | 1.52% | +113+0.4% | Added |
| Perigon Wealth Management, LLC | 28,807 | $2.06M | 0.04% | −869−2.9% | Reduced |
| Iams Wealth Management, LLC | 28,787 | $2.06M | 0.83% | −416−1.4% | Reduced |
| Snowden Capital Advisors LLC | 28,580 | $2.04M | 0.06% | +775+2.8% | Added |
| Vestmark Advisory Solutions, Inc. | 28,568 | $2.04M | 0.04% | −23,145−44.8% | Reduced |
| Dynasty Wealth Management, LLC | 28,506 | $2.04M | 0.03% | +28,506 | New |
| Bahl & Gaynor Inc | 28,050 | $2.01M | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 27,967 | $2.00M | 0.01% | −323−1.1% | Reduced |
| BTC Capital Management, Inc. | 27,906 | $2.00M | 0.14% | +2,739+10.9% | Added |
| Altrafin AG | 27,600 | $1.97M | 0.63% | −9,861−26.3% | Reduced |
| Bryn Mawr Trust Co | 27,388 | $1.96M | 0.05% | −13,223−32.6% | Reduced |
| Potomac Fund Management Inc | 27,145 | $1.94M | 0.08% | −579−2.1% | Reduced |
| Fiduciary Alliance LLC | 27,044 | $1.93M | 0.13% | −9,169−25.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 26,983 | $1.93M | 0.19% | +16+0.1% | Added |
| Harbour Investment Management LLC | 26,648 | $1.91M | 0.83% | −3,990−13.0% | Reduced |
| Trustmark National Bank Trust Department | 26,474 | $1.89M | 0.12% | +2,170+8.9% | Added |
| Two Sigma Investments, LP | 26,400 | $1.89M | 0.00% | +4,900+22.8% | Added |
| Reik & Co., LLC | 26,351 | $1.88M | 0.48% | −60−0.2% | Reduced |
| Altman Advisors, Inc. | 26,284 | $1.88M | 0.72% | +287+1.1% | Added |
| Waters Parkerson & Co., LLC | 26,086 | $1.87M | 0.09% | −627−2.3% | Reduced |
| Wesbanco Bank Inc | 26,054 | $1.86M | 0.05% | +3,308+14.5% | Added |
| Octavia Wealth Advisors, LLC | 26,005 | $1.86M | 0.19% | −994−3.7% | Reduced |
| Level Four Advisory Services, LLC | 25,932 | $1.86M | 0.06% | +1,141+4.6% | Added |
| United Capital Financial Advisers, LLC | 25,881 | $1.85M | 0.01% | −3,130−10.8% | Reduced |
| Stratos Wealth Partners, LTD. | 25,756 | $1.84M | 0.02% | +172+0.7% | Added |
| Absher Wealth Management, LLC | 25,557 | $1.83M | 0.22% | +174+0.7% | Added |
| Bank Ozk | 25,534 | $1.83M | 0.65% | +2,564+11.2% | Added |