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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 16,542 | $1.18M | 0.01% | −919−5.3% | Reduced |
| LSV Asset Management | 16,500 | $1.18M | 0.00% | −400−2.4% | Reduced |
| Auxier Asset Management | 16,451 | $1.18M | 0.16% | +300+1.9% | Added |
| Nicholas Hoffman & Company, LLC. | 16,386 | $1.17M | 0.03% | −87−0.5% | Reduced |
| Apexium Financial, LP | 16,386 | $1.17M | 0.06% | +80.0% | Added |
| Kingsview Wealth Management, LLC | 16,366 | $1.17M | 0.02% | +623+4.0% | Added |
| Glenview Trust Co | 16,362 | $1.17M | 0.02% | −260−1.6% | Reduced |
| Pensionmark Financial Group, LLC | 16,240 | $1.16M | 0.02% | +8,391+106.9% | Added |
| Sagespring Wealth Partners, LLC | 16,178 | $1.16M | 0.02% | +932+6.1% | Added |
| Thompson Siegel & Walmsley LLC | 16,020 | $1.15M | 0.02% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 15,924 | $1.14M | 0.22% | 00.0% | Unchanged |
| Perpetual Ltd | 15,839 | $1.13M | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 15,819 | $1.13M | 0.02% | −878−5.3% | Reduced |
| Rodgers Brothers Inc. | 15,775 | $1.13M | 0.14% | −1,150−6.8% | Reduced |
| Madison Asset Management, LLC | 15,563 | $1.11M | 0.01% | −3,617−18.9% | Reduced |
| Legacy Financial Advisors, Inc. | 15,494 | $1.11M | 0.15% | +15,494 | New |
| Kovitz Investment Group Partners, LLC | 15,376 | $1.10M | 0.00% | −13,564−46.9% | Reduced |
| Jarislowsky, Fraser Ltd | 15,220 | $1.09M | 0.01% | −400−2.6% | Reduced |
| SOL Capital Management CO | 15,208 | $1.09M | 0.10% | −22−0.1% | Reduced |
| Texas Yale Capital Corp. | 15,123 | $1.08M | 0.03% | −1,435−8.7% | Reduced |
| Ballentine Partners, LLC | 15,091 | $1.08M | 0.01% | −2,105−12.2% | Reduced |
| Cowa, LLC | 15,043 | $1.08M | 0.36% | −480−3.1% | Reduced |
| Hartree Partners, LP | 15,000 | $1.07M | 0.37% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 14,930 | $1.07M | 0.05% | +35+0.2% | Added |
| Coldstream Capital Management Inc | 14,901 | $1.07M | 0.01% | +1,887+14.5% | Added |
| Sendero Wealth Management, LLC | 14,899 | $1.07M | 0.12% | −5,590−27.3% | Reduced |
| Sunbelt Securities, Inc. | 14,880 | $1.06M | 0.07% | +388+2.7% | Added |
| King Luther Capital Management Corp | 14,854 | $1.06M | 0.00% | −876−5.6% | Reduced |
| Crewe Advisors LLC | 14,843 | $1.06M | 0.10% | +21+0.1% | Added |
| Sweeney & Michel, LLC | 14,796 | $1.06M | 0.36% | −366−2.4% | Reduced |
| Avantra Family Wealth, Inc. | 14,765 | $1.06M | 0.79% | +930+6.7% | Added |
| Cyndeo Wealth Partners, LLC | 14,617 | $1.05M | 0.06% | −122−0.8% | Reduced |
| Qtron Investments LLC | 14,528 | $1.04M | 0.13% | 00.0% | Unchanged |
| American Financial Group Inc | 14,500 | $1.04M | 0.40% | 00.0% | Unchanged |
| Abel Hall, LLC | 14,477 | $1.04M | 0.42% | −85−0.6% | Reduced |
| Independence Bank of Kentucky | 14,471 | $1.04M | 0.13% | −420−2.8% | Reduced |
| Cresset Asset Management, LLC | 14,411 | $1.03M | 0.00% | +114+0.8% | Added |
| Apollon Wealth Management, LLC | 14,325 | $1.02M | 0.02% | +225+1.6% | Added |
| AlphaCore Capital LLC | 14,285 | $1.02M | 0.03% | +8,162+133.3% | Added |
| Great Diamond Partners, LLC | 14,265 | $1.02M | 0.20% | −229−1.6% | Reduced |
| Summit Trail Advisors, LLC | 14,249 | $1.02M | 0.01% | +504+3.7% | Added |
| Benjamin Edwards Inc | 14,183 | $1.01M | 0.01% | −3,154−18.2% | Reduced |
| IFP Advisors, Inc | 14,147 | $1.01M | 0.03% | −249−1.7% | Reduced |
| TCG Advisory Services, LLC | 14,137 | $1.01M | 0.04% | +1,011+7.7% | Added |
| Independent Financial Group, LLC | 14,127 | $1.01M | 0.02% | +907+6.9% | Added |
| London & Capital Asset Management Ltd | 14,125 | $1.01M | 0.07% | −1,535−9.8% | Reduced |
| Hayek Kallen Investment Management | 14,018 | $1.00M | 0.32% | +18+0.1% | Added |
| Norden Group LLC | 13,981 | $999.9K | 0.10% | +975+7.5% | Added |
| Sowell Financial Services LLC | 13,979 | $999.9K | 0.04% | −133−0.9% | Reduced |
| Main Street Financial Solutions, LLC | 13,793 | $986.6K | 0.06% | +155+1.1% | Added |
| HM Payson & Co | 13,774 | $985.3K | 0.01% | +10,382+306.1% | Added |
| Lee Danner & Bass Inc | 13,703 | $980.2K | 0.07% | +100+0.7% | Added |
| Traynor Capital Management, Inc. | 13,689 | $979.2K | 0.06% | −111−0.8% | Reduced |
| Beck Mack & Oliver LLC | 13,647 | $976.2K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 13,510 | $966.5K | 0.01% | +1,249+10.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,324 | $953.1K | 0.00% | −4,189−23.9% | Reduced |
| Guerra Advisors Inc | 13,301 | $951.4K | 0.35% | +13,301 | New |
| Strategic Global Advisors, LLC | 13,262 | $948.6K | 0.14% | −1,174−8.1% | Reduced |
| Sage Rhino Capital LLC | 13,261 | $948.5K | 0.18% | −14−0.1% | Reduced |
| Evoke Wealth, LLC | 13,192 | $943.7K | 0.02% | +444+3.5% | Added |
| Howland Capital Management LLC | 13,149 | $940.5K | 0.04% | −2,400−15.4% | Reduced |
| Wedbush Securities Inc | 13,114 | $938.0K | 0.03% | −2,881−18.0% | Reduced |
| May Hill Capital, LLC | 13,089 | $936.3K | 0.27% | +1,366+11.7% | Added |
| Equitable Trust Co | 13,020 | $931.3K | 0.04% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 12,928 | $924.7K | 0.97% | −1,245−8.8% | Reduced |
| Intrua Financial, LLC | 12,917 | $923.9K | 0.11% | +1,196+10.2% | Added |
| Pin Oak Investment Advisors Inc | 12,874 | $920.9K | 0.66% | +616+5.0% | Added |
| EPG Wealth Management LLC | 12,804 | $915.9K | 0.25% | +93+0.7% | Added |
| Central Trust Co | 12,656 | $905.3K | 0.02% | −793−5.9% | Reduced |
| PFG Advisors | 12,637 | $903.9K | 0.04% | +7,376+140.2% | Added |
| One Wealth Advisors, LLC | 12,611 | $902.1K | 0.11% | −504−3.8% | Reduced |
| Bessemer Group Inc | 12,615 | $902.0K | 0.00% | +922+7.9% | Added |
| Clifford Swan Investment Counsel LLC | 12,536 | $896.7K | 0.03% | −1,725−12.1% | Reduced |
| IHT Wealth Management, LLC | 12,429 | $889.0K | 0.02% | +529+4.4% | Added |
| Fidelis Capital Partners, LLC | 12,407 | $887.5K | 0.07% | +1,583+14.6% | Added |
| Chesley Taft & Associates LLC | 12,308 | $880.4K | 0.04% | −1,855−13.1% | Reduced |
| Everstar Asset Management, LLC | 12,308 | $880.4K | 0.50% | +6,649+117.5% | Added |
| First National Bank of Omaha | 12,300 | $879.8K | 0.06% | −377−3.0% | Reduced |
| Koshinski Asset Management, Inc. | 12,203 | $872.9K | 0.06% | −2,325−16.0% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 12,198 | $872.5K | 0.07% | +12,198 | New |
| Lebenthal Global Advisors, LLC | 12,167 | $870.3K | 0.15% | +943+8.4% | Added |
| Alhambra Investment Partners LLC | 12,166 | $870.2K | 0.41% | −120−1.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,086 | $864.5K | 0.02% | +4,922+68.7% | Added |
| Brucke Financial, Inc. | 11,520 | $863.1K | 0.51% | +1,008+9.6% | Added |
| Hancock Whitney Corp | 12,004 | $858.6K | 0.02% | −3,377−22.0% | Reduced |
| Glen Eagle Advisors, LLC | 11,971 | $856.3K | 0.12% | −199−1.6% | Reduced |
| Wedmont Private Capital | 11,429 | $856.2K | 0.03% | +318+2.9% | Added |
| Bogart Wealth, LLC | 11,897 | $851.0K | 0.03% | −56−0.5% | Reduced |
| FORA Capital, LLC | 11,897 | $851.0K | 0.15% | +11,897 | New |
| Balyasny Asset Management LLC | 11,858 | $848.2K | 0.00% | −290,374−96.1% | Reduced |
| Principal Securities, Inc. | 11,784 | $842.9K | 0.01% | −847−6.7% | Reduced |
| Pines Wealth Management, LLC | 11,723 | $838.6K | 0.28% | −562−4.6% | Reduced |
| Trust Point Inc. | 11,700 | $836.9K | 0.07% | +1,056+9.9% | Added |
| Transcend Wealth Collective, LLC | 11,683 | $835.6K | 0.06% | +1,698+17.0% | Added |
| Toronto Dominion Bank | 11,515 | $834.0K | 0.00% | −100−0.9% | Reduced |
| Schulhoff & Co Inc | 11,612 | $830.6K | 0.35% | +10+0.1% | Added |
| Capital Investment Advisors, LLC | 11,588 | $828.9K | 0.01% | +1,079+10.3% | Added |
| Clear Creek Financial Management, LLC | 11,554 | $826.5K | 0.07% | +369+3.3% | Added |
| Tiaa Trust, National Association | 11,481 | $821.2K | 0.00% | +2,055+21.8% | Added |
| Hudson Portfolio Management LLC | 11,472 | $820.6K | 0.73% | −200−1.7% | Reduced |