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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 6,672 | $477.2K | 0.05% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 6,368 | $477.0K | 0.10% | −792−11.1% | Reduced |
| Nautilus Advisors LLC | 6,658 | $476.3K | 0.32% | +1,438+27.5% | Added |
| Peregrine Asset Advisers, Inc. | 6,635 | $474.6K | 0.14% | 00.0% | Unchanged |
| Ascent Group, LLC | 6,591 | $471.5K | 0.02% | −2,566−28.0% | Reduced |
| Gables Capital Management Inc. | 6,590 | $471.4K | 0.20% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 6,586 | $471.1K | 0.12% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 6,566 | $469.7K | 0.14% | −5,076−43.6% | Reduced |
| Cromwell Holdings LLC | 6,552 | $468.7K | 0.25% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 6,545 | $468.1K | 0.04% | −314−4.6% | Reduced |
| Washington Trust Co | 6,524 | $466.7K | 0.02% | +690+11.8% | Added |
| Parkside Financial Bank & Trust | 6,512 | $465.8K | 0.04% | −272−4.0% | Reduced |
| Circle Wealth Management, LLC | 6,502 | $465.1K | 0.01% | −2,653−29.0% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $464.9K | 0.02% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 6,494 | $464.5K | 0.26% | +64+1.0% | Added |
| Farmers Trust Co | 6,492 | $464.4K | 0.08% | 00.0% | Unchanged |
| Trust Co of Virginia | 6,472 | $462.9K | 0.04% | +3,400+110.7% | Added |
| Rossmore Private Capital | 6,458 | $461.9K | 0.05% | −6−0.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 6,455 | $461.7K | 0.03% | +153+2.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,445 | $461.0K | 0.02% | −5,719−47.0% | Reduced |
| Beaton Management Co. Inc. | 6,450 | $461.0K | 0.21% | 00.0% | Unchanged |
| Capital Advisors Inc | 6,440 | $460.6K | 0.01% | −724−10.1% | Reduced |
| Crestwood Advisors Group LLC | 6,431 | $460.0K | 0.01% | −6,910−51.8% | Reduced |
| Beacon Capital Management, LLC | 6,430 | $459.9K | 0.07% | −461−6.7% | Reduced |
| Essex Savings Bank | 6,413 | $458.7K | 0.10% | −25−0.4% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 6,259 | $458.2K | 0.17% | +41+0.7% | Added |
| Argent Trust Co | 6,397 | $457.6K | 0.02% | +542+9.3% | Added |
| Marks Group Wealth Management, Inc | 6,376 | $456.1K | 0.04% | +20+0.3% | Added |
| Northstar Financial Companies, Inc. | 6,339 | $453.4K | 0.42% | +130+2.1% | Added |
| Wealthstream Advisors, Inc. | 6,321 | $452.1K | 0.07% | +455+7.8% | Added |
| Northeast Investment Management | 6,316 | $451.8K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 6,269 | $448.4K | 0.01% | +197+3.2% | Added |
| Old North State Trust, LLC | 6,263 | $448.0K | 0.27% | +981+18.6% | Added |
| Minot DeBlois Advisors LLC | 6,263 | $448.0K | 0.41% | −60−0.9% | Reduced |
| Holistic Planning, LLC | 6,245 | $446.7K | 0.12% | −436−6.5% | Reduced |
| Bill Few Associates, Inc. | 6,220 | $444.9K | 0.11% | −42−0.7% | Reduced |
| United Community Bank | 6,170 | $441.3K | 0.14% | +1,495+32.0% | Added |
| Romano Brothers and Company | 6,150 | $439.9K | 0.05% | −400−6.1% | Reduced |
| Monticello Wealth Management, LLC | 6,125 | $438.1K | 0.03% | +65+1.1% | Added |
| Fielder Capital Group LLC | 6,113 | $437.3K | 0.10% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,108 | $436.9K | 0.01% | −4−0.1% | Reduced |
| Rothschild Investment LLC | 6,066 | $433.9K | 0.02% | +26+0.4% | Added |
| NTV Asset Management LLC | 6,032 | $431.5K | 0.05% | −592−8.9% | Reduced |
| RiverFront Investment Group, LLC | 6,021 | $430.7K | 0.01% | +6,021 | New |
| Principal Street Partners, LLC | 6,016 | $430.3K | 0.07% | −11,096−64.8% | Reduced |
| Hamel Associates, Inc. | 6,050 | $430.1K | 0.13% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 6,005 | $429.5K | 0.03% | −6,330−51.3% | Reduced |
| Commons Capital, LLC | 6,000 | $429.2K | 0.29% | −5,000−45.5% | Reduced |
| Asset Advisors Investment Management, LLC | 6,000 | $429.2K | 0.04% | 00.0% | Unchanged |
| Strategic Advisors LLC | 6,000 | $429.2K | 0.07% | +1,500+33.3% | Added |
| Summit Wealth Group LLC | 10,687 | $429.1K | 0.06% | +10,687 | New |
| Sittner & Nelson, LLC | 5,993 | $428.7K | 0.16% | −198−3.2% | Reduced |
| Capital Investment Advisory Services, LLC | 5,979 | $427.7K | 0.03% | +384+6.9% | Added |
| Steel Peak Wealth Management LLC | 5,978 | $427.6K | 0.01% | −239−3.8% | Reduced |
| Aprio Wealth Management, LLC | 5,936 | $424.6K | 0.04% | +1,573+36.1% | Added |
| Modera Wealth Management, LLC | 5,902 | $422.2K | 0.00% | −859−12.7% | Reduced |
| Ancora Advisors, LLC | 5,885 | $421.0K | 0.01% | +1,286+28.0% | Added |
| Foundations Investment Advisors, LLC | 5,885 | $421.0K | 0.01% | −55−0.9% | Reduced |
| Elevated Capital Advisors, LLC | 5,859 | $419.1K | 0.10% | −640−9.8% | Reduced |
| CFS Investment Advisory Services, LLC | 5,517 | $418.4K | 0.03% | −54−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,828 | $416.8K | 0.05% | −168−2.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,759 | $411.9K | 0.09% | +66+1.2% | Added |
| Community Bank of Raymore | 5,650 | $404.1K | 0.28% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,650 | $404.1K | 0.03% | +120+2.2% | Added |
| Rexford Capital Inc | 5,648 | $404.0K | 0.31% | +109+2.0% | Added |
| Bridges Investment Management Inc | 5,621 | $402.1K | 0.01% | +8+0.1% | Added |
| Buckingham Strategic Partners | 5,391 | $401.6K | 0.00% | −2,699−33.4% | Reduced |
| Wulff, Hansen & Co. | 5,611 | $401.4K | 0.35% | 00.0% | Unchanged |
| Seven Mile Advisory | 5,544 | $396.6K | 0.06% | −28−0.5% | Reduced |
| Hardin Capital Partners, LLC | 5,529 | $395.5K | 0.21% | −1,638−22.9% | Reduced |
| SummitTX Capital, L.P. | 5,523 | $395.1K | 0.02% | +5,523 | New |
| Cordatus Wealth Management LLC | 5,500 | $393.4K | 0.09% | +141+2.6% | Added |
| LaSalle St. Investment Advisors, LLC | 5,461 | $390.0K | 0.07% | −2,343−30.0% | Reduced |
| Puzo Michael J | 5,450 | $389.8K | 0.11% | 00.0% | Unchanged |
| Hardy Reed LLC | 5,446 | $389.6K | 0.03% | +1,071+24.5% | Added |
| Berkeley Capital Partners, LLC | 5,444 | $389.4K | 0.09% | +20.0% | Added |
| Patten & Patten Inc | 5,410 | $387.0K | 0.02% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 5,188 | $385.9K | 0.01% | +99+1.9% | Added |
| Beaumont Financial Advisors, LLC | 5,389 | $385.5K | 0.03% | +41+0.8% | Added |
| Encompass More Asset Management | 5,378 | $384.7K | 0.07% | −4−0.1% | Reduced |
| Broadwater Capital Management LLC | 5,365 | $383.8K | 0.28% | −573,476−99.1% | Reduced |
| DSG Capital Advisors, LLC | 5,276 | $377.4K | 0.06% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 5,275 | $377.3K | 0.12% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,239 | $374.7K | 0.02% | −1,463−21.8% | Reduced |
| Element Wealth, LLC | 5,224 | $373.6K | 0.16% | +230+4.6% | Added |
| Resonant Capital Advisors, LLC | 5,222 | $373.5K | 0.02% | −1,771−25.3% | Reduced |
| Tucker Asset Management LLC | 5,214 | $373.0K | 0.11% | −399−7.1% | Reduced |
| PFS Partners, LLC | 5,208 | $372.5K | 0.18% | +48+0.9% | Added |
| Tritonpoint Wealth, LLC | 5,202 | $372.1K | 0.03% | +5,202 | New |
| FLC Capital Advisors | 5,175 | $370.2K | 0.07% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,161 | $369.2K | 0.06% | +48+0.9% | Added |
| Key Client Fiduciary Advisors, LLC | 5,159 | $369.1K | 0.12% | +641+14.2% | Added |
| Vista Investment Partners LLC | 5,155 | $368.7K | 0.10% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 5,151 | $368.5K | 0.04% | +929+22.0% | Added |
| American Money Management, LLC | 5,144 | $368.0K | 0.06% | +5,144 | New |
| Silverlake Wealth Management LLC | 5,130 | $366.9K | 0.09% | −499−8.9% | Reduced |
| JFS Wealth Advisors, LLC | 5,126 | $366.7K | 0.02% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 4,899 | $366.1K | 0.03% | +539+12.4% | Added |
| Rahlfs Capital, LLC | 5,110 | $365.5K | 0.29% | 00.0% | Unchanged |
| Cullinan Associates Inc | 5,100 | $364.8K | 0.02% | 00.0% | Unchanged |