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 |
|---|---|---|---|---|---|
| Pingora Partners LLC | 11,425 | $817.2K | 0.54% | −2,885−20.2% | Reduced |
| Haverford Trust Co | 11,415 | $816.5K | 0.01% | −110−1.0% | Reduced |
| Gratus Wealth Advisors, LLC | 11,395 | $815.1K | 0.11% | −67−0.6% | Reduced |
| Bradley Foster & Sargent Inc | 11,248 | $804.6K | 0.01% | −52−0.5% | Reduced |
| National Asset Management, Inc. | 11,231 | $803.3K | 0.04% | −3,097−21.6% | Reduced |
| Ingalls & Snyder LLC | 11,197 | $801.0K | 0.03% | −30.0% | Reduced |
| Flputnam Investment Management Co | 11,134 | $796.4K | 0.01% | +1,712+18.2% | Added |
| John G Ullman & Associates Inc | 11,100 | $794.0K | 0.11% | 00.0% | Unchanged |
| Busey Wealth Management | 11,026 | $788.7K | 0.02% | +224+2.1% | Added |
| Intrust Bank NA | 11,022 | $788.4K | 0.07% | +641+6.2% | Added |
| Hunter Associates Investment Management LLC | 10,997 | $788.0K | 0.11% | −4,500−29.0% | Reduced |
| U S Global Investors Inc | 11,000 | $786.8K | 0.09% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,903 | $779.9K | 0.02% | +1,244+12.9% | Added |
| Beirne Wealth Consulting Services, LLC | 10,899 | $779.6K | 0.19% | +10,899 | New |
| Dynamic Advisor Solutions LLC | 10,872 | $777.6K | 0.02% | −868−7.4% | Reduced |
| Gallacher Capital Management LLC | 10,856 | $776.5K | 0.31% | +1,820+20.1% | Added |
| Finivi Inc. | 10,838 | $775.2K | 0.49% | +177+1.7% | Added |
| Ethic Inc. | 10,826 | $774.4K | 0.01% | +1,141+11.8% | Added |
| Integrated Advisors Network LLC | 10,810 | $773.2K | 0.03% | +184+1.7% | Added |
| Nwam LLC | 10,653 | $772.1K | 0.04% | −404−3.7% | Reduced |
| Syon Capital LLC | 10,710 | $766.1K | 0.04% | −1,520−12.4% | Reduced |
| Denali Advisors LLC | 10,690 | $764.7K | 0.09% | −5,974−35.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,666 | $763.0K | 0.04% | −203−1.9% | Reduced |
| Cura Wealth Advisors, LLC | 10,665 | $762.9K | 0.29% | +2,080+24.2% | Added |
| GW Henssler & Associates Ltd | 10,661 | $762.6K | 0.04% | −40−0.4% | Reduced |
| Banco de Sabadell, S.A | 10,628 | $762.0K | 0.50% | −3,730−26.0% | Reduced |
| Gamco Investors, Inc. Et Al | 10,637 | $760.9K | 0.01% | +43+0.4% | Added |
| Meridian Wealth Management, LLC | 10,635 | $760.8K | 0.03% | −81−0.8% | Reduced |
| Smith, Moore & Co. | 10,612 | $759.0K | 0.06% | +103+1.0% | Added |
| Investor's Fiduciary Advisor Network, LLC | 10,547 | $754.0K | 0.26% | −885−7.7% | Reduced |
| TCTC Holdings, LLC | 10,533 | $753.4K | 0.02% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 10,532 | $753.4K | 0.22% | −40−0.4% | Reduced |
| Aull & Monroe Investment Management Corp | 10,526 | $752.9K | 0.38% | −301−2.8% | Reduced |
| Sigma Planning Corp | 10,516 | $752.2K | 0.02% | +1,106+11.8% | Added |
| First Horizon Corp | 10,461 | $748.3K | 0.04% | +10,461 | New |
| PDS Planning, Inc | 10,451 | $747.6K | 0.05% | +430+4.3% | Added |
| Trust Co of Toledo NA | 10,417 | $745.1K | 0.07% | −55−0.5% | Reduced |
| Summitry LLC | 10,401 | $744.0K | 0.03% | −45−0.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,392 | $743.4K | 0.03% | −4,651−30.9% | Reduced |
| Diversified Trust Co | 10,361 | $741.1K | 0.01% | −776−7.0% | Reduced |
| Investors Research Corp | 10,357 | $740.8K | 0.14% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 9,714 | $733.5K | 0.04% | −70−0.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 10,224 | $731.4K | 0.02% | +60+0.6% | Added |
| GAMMA Investing LLC | 10,113 | $723.4K | 0.04% | +2,188+27.6% | Added |
| Kathmere Capital Management, LLC | 10,089 | $721.7K | 0.05% | +1,595+18.8% | Added |
| LOM Asset Management Ltd | 10,050 | $719.0K | 0.22% | −1,245−11.0% | Reduced |
| Brighton Jones LLC | 10,026 | $717.2K | 0.02% | −13−0.1% | Reduced |
| Stock Yards Bank & Trust Co | 10,014 | $716.3K | 0.02% | −1,079−9.7% | Reduced |
| Osborne Partners Capital Management, LLC | 10,000 | $715.3K | 0.04% | −1,448−12.6% | Reduced |
| Payne Capital LLC | 10,000 | $715.3K | 0.73% | +10,000 | New |
| Clarius Group, LLC | 9,969 | $713.1K | 0.04% | −3,806−27.6% | Reduced |
| Simplicity Wealth,LLC | 9,922 | $709.7K | 0.04% | −3,710−27.2% | Reduced |
| Camden Capital, LLC | 9,887 | $707.2K | 0.05% | −533−5.1% | Reduced |
| VeraBank, N.A. | 9,886 | $707.1K | 0.13% | −842−7.8% | Reduced |
| Bridgewater Advisors Inc. | 9,518 | $706.4K | 0.05% | +115+1.2% | Added |
| ExodusPoint Capital Management, LP | 9,829 | $703.1K | 0.01% | +9,829 | New |
| W Advisors, LLC | 9,764 | $698.4K | 0.37% | 00.0% | Unchanged |
| Archetype Wealth Partners | 9,696 | $694.0K | 0.09% | −409−4.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,671 | $692.0K | 0.01% | +9,671 | New |
| Net Worth Advisory Group | 9,655 | $690.6K | 0.20% | +1,625+20.2% | Added |
| Smithfield Trust Co | 9,674 | $690.0K | 0.03% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 9,635 | $689.2K | 0.18% | +35+0.4% | Added |
| Profund Advisors LLC | 9,612 | $687.5K | 0.02% | −2,359−19.7% | Reduced |
| Daymark Wealth Partners, LLC | 9,547 | $682.9K | 0.02% | +886+10.2% | Added |
| Linden Thomas Advisory Services, LLC | 9,450 | $676.0K | 0.07% | +717+8.2% | Added |
| Penbrook Management LLC | 9,400 | $672.4K | 0.47% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9,395 | $672.0K | 0.09% | +538+6.1% | Added |
| NBC Securities, Inc. | 9,376 | $670.7K | 0.05% | −425−4.3% | Reduced |
| Wealth Alliance | 9,375 | $670.6K | 0.07% | −818−8.0% | Reduced |
| AlTi Global, Inc. | 9,373 | $670.4K | 0.02% | −1,093−10.4% | Reduced |
| Mutual Advisors, LLC | 8,821 | $667.9K | 0.01% | −737−7.7% | Reduced |
| Harmony Asset Management LLC | 9,307 | $665.7K | 0.23% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 9,289 | $664.4K | 0.02% | +62+0.7% | Added |
| Farmers & Merchants Investments Inc | 9,279 | $663.7K | 0.02% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 9,272 | $663.2K | 0.40% | +460+5.2% | Added |
| Catalytic Wealth RIA, LLC | 9,252 | $661.8K | 0.02% | +5,747+164.0% | Added |
| Eagle Rock Investment Company, LLC | 9,250 | $661.7K | 0.10% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 9,210 | $658.8K | 0.10% | −2,800−23.3% | Reduced |
| Wealthcare Advisory Partners LLC | 9,168 | $655.8K | 0.01% | +28+0.3% | Added |
| Collaborative Wealth Managment Inc. | 9,104 | $651.2K | 0.26% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 9,050 | $647.3K | 0.30% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9,026 | $645.6K | 0.14% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 8,978 | $642.2K | 0.08% | −422−4.5% | Reduced |
| Seamount Financial Group Inc | 8,963 | $641.1K | 0.30% | −333−3.6% | Reduced |
| Motco | 8,866 | $634.2K | 0.06% | +1,008+12.8% | Added |
| Fruth Investment Management | 8,846 | $632.0K | 0.17% | −633−6.7% | Reduced |
| Wallace Advisory Group, LLC | 8,965 | $631.2K | 0.51% | −941−9.5% | Reduced |
| Simon Quick Advisors, LLC | 8,754 | $626.2K | 0.03% | +886+11.3% | Added |
| Alliance Wealth Advisors, LLC | 8,752 | $626.0K | 0.15% | +271+3.2% | Added |
| Henry James International Management, Inc. | 8,690 | $621.6K | 0.19% | −1,697−16.3% | Reduced |
| DMG Group, LLC | 8,656 | $619.2K | 0.43% | −1,324−13.3% | Reduced |
| Acadian Asset Management LLC | 8,664 | $619.0K | 0.00% | +8,664 | New |
| Centurion Wealth Management LLC | 8,608 | $615.7K | 0.14% | +8,608 | New |
| Gibbs Wealth Management | 8,593 | $614.6K | 0.14% | −1,703−16.5% | Reduced |
| Cozad Asset Management Inc | 8,574 | $613.3K | 0.05% | +620+7.8% | Added |
| Spire Wealth Management | 8,570 | $613.0K | 0.02% | +29+0.3% | Added |
| Portland Global Advisors LLC | 8,555 | $611.9K | 0.07% | −3,115−26.7% | Reduced |
| Boyd Watterson Asset Management LLC | 8,526 | $609.9K | 0.18% | −79−0.9% | Reduced |
| MSH Capital Advisors LLC | 8,526 | $609.9K | 0.16% | −50−0.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,519 | $609.4K | 0.15% | +160+1.9% | Added |