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 |
|---|---|---|---|---|---|
| Chemistry Wealth Management LLC | 8,518 | $609.3K | 0.12% | +21+0.2% | Added |
| Sivia Capital Partners, LLC | 8,461 | $605.2K | 0.17% | −10.0% | Reduced |
| Plan A Wealth LLC | 8,423 | $602.5K | 0.31% | +801+10.5% | Added |
| Ignite Planners, LLC | 8,418 | $602.2K | 0.10% | +22+0.3% | Added |
| Boston Family Office LLC | 8,419 | $602.0K | 0.04% | 00.0% | Unchanged |
| Inscription Capital, LLC | 8,389 | $600.1K | 0.06% | −879−9.5% | Reduced |
| GQG Partners LLC | 8,380 | $599.4K | 0.00% | −1,000−10.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,369 | $598.6K | 0.04% | −290−3.3% | Reduced |
| WSFS Capital Management, LLC | 8,367 | $598.5K | 0.03% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 8,366 | $598.4K | 0.02% | +62+0.7% | Added |
| Aptus Capital Advisors, LLC | 8,353 | $597.5K | 0.01% | −3,126−27.2% | Reduced |
| Philadelphia Trust Co | 8,350 | $597.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 8,332 | $596.0K | 0.00% | −4,170−33.4% | Reduced |
| Sage Mountain Advisors LLC | 8,313 | $594.6K | 0.03% | −9−0.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8,301 | $593.8K | 0.00% | +243+3.0% | Added |
| Aries Wealth Management | 8,249 | $590.1K | 0.14% | −851−9.4% | Reduced |
| KW Wealth Management LLC | 8,240 | $589.4K | 1.00% | +8,240 | New |
| Harrell Investment Partners, LLC | 8,212 | $587.4K | 0.14% | 00.0% | Unchanged |
| Choate Investment Advisors | 8,190 | $585.8K | 0.01% | +63+0.8% | Added |
| Atlantic Trust, LLC | 8,151 | $583.0K | 0.10% | +203+2.6% | Added |
| NBT Bank N A | 8,125 | $581.2K | 0.04% | −1,000−11.0% | Reduced |
| Equitable Holdings, Inc. | 8,086 | $578.4K | 0.00% | +814+11.2% | Added |
| Geneos Wealth Management Inc. | 8,018 | $573.5K | 0.01% | −4,032−33.5% | Reduced |
| Tred Avon Family Wealth, LLC | 8,016 | $573.4K | 0.20% | +8,016 | New |
| R.H. Dinel Investment Counsel, Inc. | 8,015 | $573.3K | 0.37% | 00.0% | Unchanged |
| National Philanthropic Trust | 8,015 | $573.3K | 0.01% | +914+12.9% | Added |
| Evernest Financial Advisors, LLC | 8,006 | $572.7K | 0.16% | 00.0% | Unchanged |
| Orion Investment Co | 7,989 | $571.5K | 0.18% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 7,954 | $569.0K | 0.09% | −214−2.6% | Reduced |
| Pullen Investment Management, LLC | 7,933 | $567.5K | 0.31% | +42+0.5% | Added |
| Empower Advisory Group, LLC | 7,930 | $567.2K | 0.00% | +690+9.5% | Added |
| Bruce G. Allen Investments, LLC | 7,929 | $567.2K | 0.41% | −4−0.1% | Reduced |
| Fox Run Management, L.L.C. | 7,903 | $565.3K | 0.09% | −3,156−28.5% | Reduced |
| Change Path, LLC | 7,903 | $565.3K | 0.01% | −717−8.3% | Reduced |
| Hollencrest Capital Management | 7,896 | $564.8K | 0.02% | −481−5.7% | Reduced |
| Welch & Forbes LLC | 7,836 | $560.5K | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 7,800 | $557.9K | 0.01% | −1,061−12.0% | Reduced |
| Councilmark Asset Management, LLC | 7,775 | $556.1K | 0.32% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7,745 | $554.0K | 0.00% | +2,211+40.0% | Added |
| Joel Isaacson & Co., LLC | 7,720 | $552.2K | 0.02% | +2,723+54.5% | Added |
| MONECO Advisors, LLC | 7,707 | $551.3K | 0.05% | +33+0.4% | Added |
| Umb Bank N A | 7,659 | $547.8K | 0.01% | −533−6.5% | Reduced |
| Principle Wealth Partners LLC | 7,654 | $547.5K | 0.03% | +589+8.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,617 | $544.8K | 0.00% | −463−5.7% | Reduced |
| Estabrook Capital Management | 7,615 | $544.7K | 0.08% | 00.0% | Unchanged |
| Albert D Mason Inc | 7,615 | $544.7K | 0.35% | +65+0.9% | Added |
| Gryphon Financial Partners LLC | 7,601 | $543.7K | 0.06% | −3,513−31.6% | Reduced |
| CenterBook Partners LP | 7,592 | $543.1K | 0.03% | +7,592 | New |
| Dearborn Partners LLC | 7,552 | $540.2K | 0.03% | −201−2.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,547 | $539.8K | 0.10% | −274−3.5% | Reduced |
| Private Trust Co NA | 7,547 | $539.8K | 0.05% | −3,386−31.0% | Reduced |
| Mattern Wealth Management LLC | 7,520 | $537.9K | 0.11% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 7,515 | $537.5K | 0.10% | −1,553−17.1% | Reduced |
| Mairs & Power Inc | 7,504 | $536.8K | 0.01% | 00.0% | Unchanged |
| Investment Research Partners LLC | 7,105 | $536.7K | 0.24% | +7,105 | New |
| Fractal Investments LLC | 7,500 | $536.5K | 0.08% | 00.0% | Unchanged |
| Plancorp, LLC | 7,483 | $535.3K | 0.02% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 7,466 | $534.0K | 0.01% | +7,466 | New |
| Quotient Wealth Partners, LLC | 7,416 | $530.5K | 0.01% | +148+2.0% | Added |
| EverSource Wealth Advisors, LLC | 7,402 | $529.4K | 0.02% | +887+13.6% | Added |
| Jackson Square Capital, LLC | 7,401 | $529.4K | 0.12% | −1,706−18.7% | Reduced |
| BKM Wealth Management, LLC | 7,323 | $523.8K | 0.19% | −2,990−29.0% | Reduced |
| Davis R M Inc | 7,317 | $523.4K | 0.01% | −216−2.9% | Reduced |
| West Oak Capital, LLC | 7,305 | $522.5K | 0.21% | −460−5.9% | Reduced |
| Trust Co of Vermont | 7,300 | $522.2K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 7,300 | $522.2K | 0.01% | +765+11.7% | Added |
| Seed Wealth Management, Inc. | 7,227 | $516.9K | 0.36% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 7,185 | $513.9K | 0.09% | +7,185 | New |
| Harbour Investments, Inc. | 7,150 | $511.5K | 0.01% | +800+12.6% | Added |
| Vaughan David Investments LLC | 7,130 | $510.0K | 0.01% | −302−4.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,119 | $509.2K | 0.01% | −13−0.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 7,112 | $508.7K | 0.11% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 7,095 | $507.5K | 0.04% | −834−10.5% | Reduced |
| Conning Inc. | 7,086 | $506.9K | 0.02% | +7,086 | New |
| Calton & Associates, Inc. | 7,076 | $506.2K | 0.08% | +7,076 | New |
| Select Asset Management & Trust | 7,074 | $506.0K | 0.16% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 7,070 | $505.7K | 0.23% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 7,067 | $505.5K | 0.15% | +221+3.2% | Added |
| Drive Wealth Management, LLC | 7,066 | $505.4K | 0.11% | +293+4.3% | Added |
| Janus Henderson Group PLC | 7,026 | $502.6K | 0.00% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 7,014 | $501.7K | 0.22% | 00.0% | Unchanged |
| LMCG Investments, LLC | 6,974 | $498.9K | 0.03% | −17,068−71.0% | Reduced |
| Woodmont Investment Counsel LLC | 6,973 | $498.8K | 0.03% | +135+2.0% | Added |
| Centiva Capital, LP | 6,947 | $496.9K | 0.05% | +4,081+142.4% | Added |
| Guggenheim Capital LLC | 6,940 | $496.4K | 0.00% | +543+8.5% | Added |
| First National Bank of Hutchinson | 6,934 | $496.0K | 0.26% | +690+11.1% | Added |
| Resources Investment Advisors, LLC. | 6,921 | $495.0K | 0.01% | −11−0.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,890 | $492.8K | 0.11% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 6,884 | $492.4K | 0.07% | −400−5.5% | Reduced |
| Gotham Asset Management, LLC | 6,843 | $489.5K | 0.00% | +818+13.6% | Added |
| Eastern Bank | 6,841 | $489.3K | 0.01% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 6,812 | $487.3K | 0.01% | −193−2.8% | Reduced |
| Courier Capital LLC | 6,810 | $487.1K | 0.03% | +72+1.1% | Added |
| Financial Advisory Service, Inc. | 6,807 | $486.9K | 0.03% | +121+1.8% | Added |
| Bulltick Wealth Management, LLC | 6,796 | $486.1K | 0.11% | −330−4.6% | Reduced |
| Advisors Preferred, LLC | 6,708 | $485.9K | 0.07% | +6,708 | New |
| Avant Capital LLC | 6,748 | $482.7K | 0.34% | 00.0% | Unchanged |
| Fiera Capital Corp | 6,745 | $482.5K | 0.00% | +1,687+33.4% | Added |
| Keel Point, LLC | 6,737 | $481.9K | 0.03% | −6−0.1% | Reduced |
| Venture Visionary Partners LLC | 6,674 | $477.4K | 0.02% | −996−13.0% | Reduced |