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Livermore
Livermore
ZHEN

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, Q4 2025

Institutional positions in Shell plc as of Dec 31, 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
1,456
+88 vs. Q3 2025
Shares held
361.7M
+74.4K (0.0%) vs. Q3 2025
Total value
$26.5B
+$667.7M (+2.6%) vs. Q3 2025
New holders
161
529 more added
Sold out
73
480 more reduced

25 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,456 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ4 2025: $26.5B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$149.9K

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q3 2025.

Institutions holding SHEL in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Loomis Sayles & Co L P1$650.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC1$740.00%00.0%Unchanged
Rakuten Securities, Inc.2$1470.00%−9−81.8%Reduced
Quattro Advisors LLC3$2290.00%+3New
Caitong International Asset Management Co., Ltd6$4410.00%−5−45.5%Reduced
Valued Wealth Advisors LLC6$4410.00%00.0%Unchanged
Hughes Financial Services, LLC9$6610.00%00.0%Unchanged
Turning Point Benefit Group, Inc.9$6610.00%00.0%Unchanged
Godfrey Financial Associates, Inc.9$6610.00%+9New
Caitlin John, LLC13$9550.00%00.0%Unchanged
Atwood & Palmer Inc15$1.10K0.00%00.0%Unchanged
Bernard Wealth Management Corp.19$1.40K0.00%+19New
Quest 10 Wealth Builders, Inc.25$1.84K0.00%−41−62.1%Reduced
Toth Financial Advisory Corp26$1.91K0.00%+26New
Ogorek Anthony Joseph36$2.00K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC28$2.03K0.00%−51−64.6%Reduced
DAGCO, Inc.30$2.20K0.00%00.0%Unchanged
Stephenson National Bank & Trust32$2.35K0.00%+32New
MV Capital Management, Inc.32$2.35K0.00%+32New
Legacy Wealth Managment, LLC33$2.42K0.00%00.0%Unchanged
Anfield Capital Management, LLC33$2.42K0.00%00.0%Unchanged
Sunrise Financial Services, LLC33$2.42K0.00%+33New
Covestor Ltd37$3.00K0.00%−1−2.6%Reduced
Ameritas Investment Partners, Inc.44$3.27K0.00%00.0%Unchanged
Olistico Wealth, LLC45$3.29K0.00%+45New
HHM Wealth Advisors, LLC46$3.38K0.00%−325−87.6%Reduced
Quaker Wealth Management, LLC46$3.38K0.00%+46New
Darwin Advisors, LLC46$3.44K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.50$3.67K0.00%00.0%Unchanged
Pacifica Partners Inc.50$3.77K0.00%00.0%Unchanged
Mascoma Wealth Management LLC54$3.97K0.00%00.0%Unchanged
Estate Planners Group, LLC60$4.42K0.00%+60New
Kingdom Financial Group LLC.61$4.46K0.00%+61New
Gunpowder Capital Management, LLC dba Oliver Wealth Management61$4.49K0.00%+61New
Bell Investment Advisors, Inc64$4.70K0.00%−7−9.9%Reduced
Byrne Asset Management LLC64$4.70K0.00%00.0%Unchanged
Piscataqua Savings Bank66$4.85K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.66$4.85K0.00%00.0%Unchanged
McGuire Capital Advisors Inc66$4.85K0.00%+66New
Frazier Financial Advisors, LLC67$4.90K0.00%+67New
Fort Vancouver Investment Management, LLC67$4.92K0.00%00.0%Unchanged
Bank of New Hampshire70$5.14K0.00%00.0%Unchanged
Aventura Private Wealth, LLC74$5.44K0.00%00.0%Unchanged
Wellington-Altus USA Inc.78$5.73K0.00%+78New
Benson Wealth Management INC80$5.88K0.01%+80New
Syntax Research, Inc.83$6.10K0.00%00.0%Unchanged
American National Bank86$6.32K0.00%+86New
Optima Capital LLC95$6.98K0.00%+95New
CX Institutional94$7.00K0.00%−639−87.2%Reduced
Breakwater Investment Management96$7.05K0.00%00.0%Unchanged
Kerr Financial Planning Corp96$7.24K0.01%−38−28.4%Reduced
Evermay Wealth Management LLC100$7.35K0.00%00.0%Unchanged
Blume Capital Management, Inc.100$7.35K0.00%00.0%Unchanged
Bare Financial Services, Inc102$7.50K0.00%−15−12.8%Reduced
Triumph Capital Management103$7.57K0.00%+103New
MB, Levis & Associates, LLC109$8.04K0.00%+1+0.9%Added
Morse Asset Management, Inc110$8.08K0.00%00.0%Unchanged
Center for Financial Planning, Inc.112$8.23K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.114$8.38K0.00%00.0%Unchanged
IMA Wealth, Inc.116$8.52K0.00%+116New
Wealth Watch Advisors, INC116$8.52K0.00%00.0%Unchanged
Raffa Wealth Management, LLC116$8.52K0.00%+24+26.1%Added
Bravera Wealth116$8.52K0.00%+116New
Kilter Group LLC118$8.67K0.00%+85+257.6%Added
Cornerstone Financial Management LLC119$8.74K0.01%+119New
Monetary Solutions, Ltd123$9.04K0.01%+123New
Boreal Capital Management LLC125$9.19K0.01%00.0%Unchanged
Clark Wealth Partners127$9.33K0.01%00.0%Unchanged
Park Square Financial Group, LLC149$9.33K0.06%+149New
Corsicana & Co.128$9.40K0.01%00.0%Unchanged
GoalVest Advisory LLC129$9.48K0.00%+129New
Pinney & Scofield, Inc.130$9.55K0.01%00.0%Unchanged
Westfuller Advisors, LLC134$9.82K0.00%+2+1.5%Added
Bank of Jackson Hole Trust136$9.99K0.00%00.0%Unchanged
CoreFirst Bank & Trust139$10.2K0.01%−300−68.3%Reduced
Signature Resources Capital Management, LLC139$10.2K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC140$10.3K0.01%−244−63.5%Reduced
Jackson, Grant Investment Advisers, Inc.142$10.4K0.00%00.0%Unchanged
Bangor Savings Bank142$10.4K0.00%+142New
N.E.W. Advisory Services LLC143$10.5K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC146$10.7K0.01%−6−3.9%Reduced
Essential Partners LLC148$10.9K0.00%−75−33.6%Reduced
Lavaca Capital LLC154$11.3K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC162$11.9K0.00%00.0%Unchanged
RMG Wealth Management LLC164$11.9K0.00%+164New
Creative Financial Designs Inc163$11.9K0.00%00.0%Unchanged
Ninety One UK Ltd163$12.0K0.00%+163New
Global Wealth Strategies & Associates165$12.1K0.00%−20−10.8%Reduced
Investment Research & Advisory Group, Inc.165$12.1K0.00%00.0%Unchanged
High Note Wealth, LLC166$12.2K0.00%00.0%Unchanged
Evelyn Partners Investment Management Services Ltd178$13.1K0.00%00.0%Unchanged
Financial Consulate, Inc180$13.2K0.00%+21+13.2%Added
Vermillion & White Wealth Management Group, LLC193$14.2K0.01%00.0%Unchanged
Quent Capital, LLC196$14.4K0.00%+1+0.5%Added
Security National Bank200$14.7K0.00%00.0%Unchanged
Front Row Advisors LLC200$14.7K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC200$14.7K0.00%00.0%Unchanged
Kentucky Trust Co200$14.7K0.01%00.0%Unchanged
Commonwealth Retirement Investments LLC200$14.7K0.00%+200New
Osterweis Capital Management Inc–$14.8K0.00%–New