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 |
|---|---|---|---|---|---|
| Cherokee Insurance Co | 25,439 | $1.82M | 0.78% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 25,276 | $1.81M | 0.02% | −10,169−28.7% | Reduced |
| HighPoint Advisor Group LLC | 25,228 | $1.80M | 0.09% | +855+3.5% | Added |
| Bollard Group LLC | 25,124 | $1.80M | 0.04% | +805+3.3% | Added |
| West Family Investments, Inc. | 24,921 | $1.78M | 0.40% | +503+2.1% | Added |
| Phoenix Holdings Ltd. | 77,601 | $1.77M | 0.02% | +53,101+216.7% | Added |
| Insigneo Advisory Services, LLC | 24,754 | $1.77M | 0.12% | −1,018−4.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 24,639 | $1.76M | 0.03% | +187+0.8% | Added |
| SeaCrest Wealth Management, LLC | 23,769 | $1.76M | 0.19% | −5,187−17.9% | Reduced |
| Montag A & Associates Inc | 24,613 | $1.76M | 0.08% | −764−3.0% | Reduced |
| Howe & Rusling Inc | 24,445 | $1.75M | 0.12% | −85−0.3% | Reduced |
| Cohen Capital Management, Inc. | 24,200 | $1.73M | 0.27% | 00.0% | Unchanged |
| Range Financial Group LLC | 24,101 | $1.72M | 0.62% | −604−2.4% | Reduced |
| Greystone Financial Group, LLC | 24,079 | $1.72M | 0.27% | +261+1.1% | Added |
| Warren Averett Asset Management, LLC | 24,073 | $1.72M | 0.02% | +603+2.6% | Added |
| Prosperity Consulting Group, LLC | 24,047 | $1.72M | 0.08% | −295−1.2% | Reduced |
| Highland Capital Management, LLC | 24,036 | $1.72M | 0.09% | +2,875+13.6% | Added |
| Shufro Rose & Co LLC | 23,314 | $1.71M | 0.14% | −200−0.9% | Reduced |
| Macquarie Group Ltd | 23,798 | $1.70M | 0.00% | +19,053+401.5% | Added |
| RFG - Bristol Wealth Advisors, LLC | 23,658 | $1.69M | 0.49% | 00.0% | Unchanged |
| Adviser Investments LLC | 23,632 | $1.69M | 0.02% | +318+1.4% | Added |
| Park National Corp | 23,459 | $1.68M | 0.05% | +243+1.0% | Added |
| Game Creek Capital, LP | 23,250 | $1.66M | 0.71% | −2,625−10.1% | Reduced |
| Avidian Wealth Solutions, LLC | 23,152 | $1.66M | 0.06% | −767−3.2% | Reduced |
| Foster & Motley Inc | 23,145 | $1.66M | 0.09% | −1,563−6.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 23,143 | $1.66M | 0.88% | −5,425−19.0% | Reduced |
| Howard Capital Management Inc. | 22,959 | $1.64M | 0.02% | +3,557+18.3% | Added |
| Mission Wealth Management, LP | 22,877 | $1.64M | 0.03% | +2,324+11.3% | Added |
| Baker Ellis Asset Management LLC | 22,793 | $1.63M | 0.20% | +3,393+17.5% | Added |
| Wellington Shields Capital Management, LLC | 22,775 | $1.63M | 0.25% | −700−3.0% | Reduced |
| Hilltop National Bank | 22,767 | $1.63M | 0.40% | −179−0.8% | Reduced |
| Great Valley Advisor Group, Inc. | 22,745 | $1.63M | 0.03% | +2,600+12.9% | Added |
| Garrett Wealth Advisory Group, LLC | 22,679 | $1.62M | 0.32% | +10.0% | Added |
| Ronald Blue Trust, Inc. | 22,577 | $1.61M | 0.02% | +896+4.1% | Added |
| Checchi Capital Advisers, LLC | 22,474 | $1.61M | 0.11% | +262+1.2% | Added |
| Rhumbline Advisers | 22,444 | $1.61M | 0.00% | −2,941−11.6% | Reduced |
| Excalibur Management Corp | 22,292 | $1.59M | 0.58% | +15+0.1% | Added |
| Stonegate Investment Group, LLC | 22,181 | $1.59M | 0.04% | +1,156+5.5% | Added |
| Sig Brokerage, LP | 22,144 | $1.58M | 0.40% | +22,144 | New |
| Prime Capital Investment Advisors, LLC | 22,066 | $1.58M | 0.02% | +3,968+21.9% | Added |
| Hilltop Holdings Inc. | 21,953 | $1.57M | 0.08% | +1,155+5.6% | Added |
| Allspring Global Investments Holdings, LLC | 21,567 | $1.56M | 0.00% | +1,957+10.0% | Added |
| Herold Advisors, Inc. | 21,806 | $1.56M | 0.36% | +80.0% | Added |
| SCP Investment, LP | 21,800 | $1.56M | 1.26% | +5,000+29.8% | Added |
| Coppell Advisory Solutions LLC | 21,368 | $1.55M | 0.17% | −2,171−9.2% | Reduced |
| Valeo Financial Advisors, LLC | 21,469 | $1.54M | 0.04% | −427−2.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 21,314 | $1.52M | 0.08% | −419−1.9% | Reduced |
| PFG Investments, LLC | 21,257 | $1.52M | 0.08% | −624−2.9% | Reduced |
| Clearstead Advisors, LLC | 21,235 | $1.52M | 0.02% | −190−0.9% | Reduced |
| Sentinel Trust Co Lba | 21,037 | $1.50M | 0.15% | −6,713−24.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 20,947 | $1.50M | 0.31% | −184−0.9% | Reduced |
| Old Port Advisors | 20,816 | $1.49M | 0.38% | +5,446+35.4% | Added |
| GM Advisory Group, Inc. | 20,705 | $1.48M | 0.06% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 20,468 | $1.46M | 0.06% | +136+0.7% | Added |
| Red Spruce Capital, LLC | 20,314 | $1.45M | 0.59% | −228−1.1% | Reduced |
| Barry Investment Advisors, LLC | 20,314 | $1.45M | 0.33% | −144−0.7% | Reduced |
| Susquehanna International Group, LLP | 20,268 | $1.45M | 0.00% | −90,839−81.8% | Reduced |
| Johnson Investment Counsel Inc | 20,145 | $1.44M | 0.01% | −4,843−19.4% | Reduced |
| Merit Financial Group, LLC | 19,980 | $1.43M | 0.01% | +1,301+7.0% | Added |
| Miracle Mile Advisors, LLC | 19,928 | $1.43M | 0.02% | −347−1.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,903 | $1.42M | 0.10% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 19,794 | $1.42M | 0.05% | −2,204−10.0% | Reduced |
| Frank, Rimerman Advisors LLC | 19,778 | $1.41M | 0.09% | +3,345+20.4% | Added |
| Recurrent Investment Advisors LLC | 53,120 | $1.41M | 0.11% | +529+1.0% | Added |
| Aaron Wealth Advisors | 19,561 | $1.40M | 0.08% | −808−4.0% | Reduced |
| Israel Discount Bank of New York | 19,424 | $1.39M | 4.11% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 19,421 | $1.39M | 0.02% | +2,851+17.2% | Added |
| Ipswich Investment Management Co., Inc. | 19,409 | $1.39M | 0.32% | 00.0% | Unchanged |
| Victrix Investment Advisors | 19,356 | $1.38M | 0.76% | +1,001+5.5% | Added |
| Manske Wealth Management | 19,329 | $1.38M | 0.42% | +40.0% | Added |
| Smartleaf Asset Management LLC | 18,980 | $1.38M | 0.09% | +3,377+21.6% | Added |
| American Capital Advisory, LLC | 19,111 | $1.37M | 0.63% | +24+0.1% | Added |
| Solstein Capital, LLC | 19,071 | $1.36M | 0.62% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 19,048 | $1.36M | 0.06% | −323−1.7% | Reduced |
| MidWestOne Financial Group, Inc. | 18,803 | $1.34M | 0.16% | −27−0.1% | Reduced |
| Sterling Capital Management LLC | 18,793 | $1.34M | 0.02% | −3,367−15.2% | Reduced |
| Unified Investment Management | 18,763 | $1.34M | 1.34% | −233−1.2% | Reduced |
| Blackstone Group Inc. | 18,737 | $1.34M | 0.01% | +18,737 | New |
| Voloridge Investment Management, LLC | 18,446 | $1.32M | 0.00% | +18,446 | New |
| Cullen Investment Group, Ltd. | 17,886 | $1.31M | 0.17% | −438−2.4% | Reduced |
| Louisbourg Investments Inc. | 18,290 | $1.31M | 0.29% | 00.0% | Unchanged |
| Savant Capital, LLC | 18,231 | $1.30M | 0.01% | +1,819+11.1% | Added |
| Savvy Advisors, Inc. | 18,208 | $1.30M | 0.06% | +3,415+23.1% | Added |
| Greenleaf Trust | 18,086 | $1.29M | 0.01% | −515−2.8% | Reduced |
| Gradient Investments LLC | 17,952 | $1.28M | 0.02% | +6,509+56.9% | Added |
| Coastal Bridge Advisors, LLC | 17,819 | $1.27M | 0.10% | +439+2.5% | Added |
| Leo Wealth, LLC | 17,794 | $1.27M | 0.17% | +13,054+275.4% | Added |
| Next Level Private LLC | 17,108 | $1.27M | 0.37% | +62+0.4% | Added |
| Mather Group, LLC. | 17,607 | $1.26M | 0.01% | −67−0.4% | Reduced |
| WealthTrust Axiom LLC | 17,530 | $1.25M | 0.34% | −774−4.2% | Reduced |
| Chicago Capital, LLC | 17,522 | $1.25M | 0.03% | +12,420+243.4% | Added |
| Royal London Asset Management Ltd | 17,389 | $1.24M | 0.00% | +187+1.1% | Added |
| Evelyn Partners Investment Management LLP | 17,297 | $1.24M | 0.04% | 00.0% | Unchanged |
| Midwest Trust Co | 17,283 | $1.24M | 0.02% | −4,116−19.2% | Reduced |
| Summit Financial, LLC | 17,282 | $1.24M | 0.02% | +17,282 | New |
| HBK Sorce Advisory LLC | 17,185 | $1.24M | 0.03% | +859+5.3% | Added |
| Poehling Capital Management, LLC | 17,160 | $1.23M | 0.26% | −63−0.4% | Reduced |
| Moody National Bank Trust Division | 17,086 | $1.22M | 0.10% | +101+0.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,917 | $1.21M | 0.01% | −500−3.0% | Reduced |
| Brevan Howard Capital Management LP | 16,559 | $1.18M | 0.02% | +16,559 | New |