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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 13,375 | $982.8K | 0.02% | +183+1.4% | Added |
| Toronto Dominion Bank | 13,393 | $983.0K | 0.00% | +1,878+16.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 13,446 | $988.0K | 0.01% | +3,775+39.0% | Added |
| Apollon Wealth Management, LLC | 13,488 | $991.1K | 0.02% | −837−5.8% | Reduced |
| Traynor Capital Management, Inc. | 13,496 | $991.7K | 0.05% | −193−1.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 13,516 | $993.1K | 0.05% | +7,511+125.1% | Added |
| Independent Financial Group, LLC | 13,574 | $997.4K | 0.02% | −553−3.9% | Reduced |
| IHT Wealth Management, LLC | 13,630 | $1.00M | 0.02% | +1,201+9.7% | Added |
| Lee Danner & Bass Inc | 13,703 | $1.01M | 0.07% | 00.0% | Unchanged |
| Norden Group LLC | 13,767 | $1.01M | 0.10% | −214−1.5% | Reduced |
| HM Payson & Co | 13,786 | $1.01M | 0.01% | +12+0.1% | Added |
| May Hill Capital, LLC | 13,790 | $1.01M | 0.27% | +701+5.4% | Added |
| IFP Advisors, Inc | 13,909 | $1.02M | 0.02% | −238−1.7% | Reduced |
| Great Diamond Partners, LLC | 13,938 | $1.02M | 0.20% | −327−2.3% | Reduced |
| Intrua Financial, LLC | 14,140 | $1.04M | 0.11% | +1,223+9.5% | Added |
| Crewe Advisors LLC | 14,146 | $1.04M | 0.09% | −697−4.7% | Reduced |
| Trust Point Inc. | 14,375 | $1.06M | 0.08% | +2,675+22.9% | Added |
| TCG Advisory Services, LLC | 14,380 | $1.06M | 0.03% | +243+1.7% | Added |
| Independence Bank of Kentucky | 14,481 | $1.06M | 0.13% | +10+0.1% | Added |
| American Financial Group Inc | 14,500 | $1.07M | 0.39% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 14,600 | $1.07M | 0.02% | −15,400−51.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,617 | $1.07M | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,658 | $1.08M | 0.03% | +1,544+11.8% | Added |
| SOL Capital Management CO | 14,698 | $1.08M | 0.10% | −510−3.4% | Reduced |
| CSS LLC | 14,732 | $1.08M | 0.06% | −15,807−51.8% | Reduced |
| London & Capital Asset Management Ltd | 14,776 | $1.09M | 0.01% | +651+4.6% | Added |
| Sunbelt Securities, Inc. | 14,801 | $1.09M | 0.07% | −79−0.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,880 | $1.09M | 0.25% | +14,880 | New |
| Miller Global Investments, LLC | 14,888 | $1.09M | 0.99% | +14,888 | New |
| Louisbourg Investments Inc. | 14,890 | $1.09M | 0.22% | −3,400−18.6% | Reduced |
| Madison Asset Management, LLC | 14,929 | $1.10M | 0.01% | −634−4.1% | Reduced |
| Sowell Financial Services LLC | 15,037 | $1.10M | 0.04% | +1,058+7.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,108 | $1.11M | 0.00% | +1,784+13.4% | Added |
| Texas Yale Capital Corp. | 15,123 | $1.11M | 0.03% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 15,173 | $1.11M | 0.81% | +408+2.8% | Added |
| Permanens Capital L.P. | 15,210 | $1.12M | 0.15% | +15,210 | New |
| AE Wealth Management LLC | 15,213 | $1.12M | 0.01% | +1,703+12.6% | Added |
| Profund Advisors LLC | 15,328 | $1.13M | 0.03% | +5,716+59.5% | Added |
| Parallel Advisors, LLC | 15,655 | $1.15M | 0.02% | −164−1.0% | Reduced |
| Aso Group Ltd | 15,890 | $1.17M | 0.46% | +15,890 | New |
| Marietta Investment Partners LLC | 15,924 | $1.17M | 0.23% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 15,999 | $1.18M | 0.02% | +1,098+7.4% | Added |
| Thompson Siegel & Walmsley LLC | 16,020 | $1.18M | 0.02% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 16,184 | $1.19M | 0.03% | −202−1.2% | Reduced |
| Auxier Asset Management | 16,188 | $1.19M | 0.17% | −263−1.6% | Reduced |
| Qtron Investments LLC | 16,218 | $1.19M | 0.15% | +1,690+11.6% | Added |
| Sagespring Wealth Partners, LLC | 16,247 | $1.19M | 0.02% | +69+0.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,917 | $1.20M | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 16,422 | $1.21M | 0.00% | +1,568+10.6% | Added |
| Sweeney & Michel, LLC | 15,072 | $1.21M | 0.36% | +276+1.9% | Added |
| LSV Asset Management | 16,500 | $1.21M | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 16,658 | $1.22M | 0.00% | +15,743+1,720.5% | Added |
| Glenview Trust Co | 16,681 | $1.23M | 0.02% | +319+1.9% | Added |
| Royal London Asset Management Ltd | 16,699 | $1.23M | 0.00% | −690−4.0% | Reduced |
| Strategic Global Advisors, LLC | 16,726 | $1.23M | 0.19% | +3,464+26.1% | Added |
| PCB Capital LLC | 16,770 | $1.23M | 1.98% | +16,770 | New |
| Cullen Investment Group, Ltd. | 17,594 | $1.25M | 0.16% | −292−1.6% | Reduced |
| Next Level Private LLC | 17,005 | $1.25M | 0.33% | −103−0.6% | Reduced |
| Moody National Bank Trust Division | 17,054 | $1.25M | 0.12% | −32−0.2% | Reduced |
| HBK Sorce Advisory LLC | 16,654 | $1.25M | 0.03% | −531−3.1% | Reduced |
| Poehling Capital Management, LLC | 17,101 | $1.26M | 0.26% | −59−0.3% | Reduced |
| Evelyn Partners Investment Management LLP | 17,297 | $1.27M | 0.04% | 00.0% | Unchanged |
| Resolute Capital, LLC | 17,318 | $1.27M | 0.53% | +17,318 | New |
| Benjamin Edwards Inc | 17,414 | $1.28M | 0.01% | +3,231+22.8% | Added |
| Chilton Capital Management LLC | 17,513 | $1.29M | 0.04% | −2,281−11.5% | Reduced |
| Shufro Rose & Co LLC | 17,550 | $1.29M | 0.09% | −5,764−24.7% | Reduced |
| Greenleaf Trust | 17,610 | $1.29M | 0.01% | −476−2.6% | Reduced |
| WealthTrust Axiom LLC | 17,770 | $1.31M | 0.34% | +240+1.4% | Added |
| Mather Group, LLC. | 17,793 | $1.31M | 0.01% | +186+1.1% | Added |
| Coastal Bridge Advisors, LLC | 17,958 | $1.32M | 0.10% | +139+0.8% | Added |
| Summit Financial, LLC | 18,512 | $1.36M | 0.02% | +1,230+7.1% | Added |
| Leavell Investment Management, Inc. | 18,569 | $1.36M | 0.06% | −479−2.5% | Reduced |
| Kingsview Wealth Management, LLC | 18,754 | $1.38M | 0.02% | +2,388+14.6% | Added |
| Sterling Capital Management LLC | 18,760 | $1.38M | 0.02% | −33−0.2% | Reduced |
| Unified Investment Management | 18,803 | $1.38M | 1.40% | +40+0.2% | Added |
| AlphaCore Capital LLC | 18,804 | $1.38M | 0.03% | +4,519+31.6% | Added |
| Midwest Trust Co | 18,992 | $1.40M | 0.02% | +1,709+9.9% | Added |
| Manske Wealth Management | 19,012 | $1.40M | 0.41% | −317−1.6% | Reduced |
| Solstein Capital, LLC | 19,071 | $1.40M | 0.56% | 00.0% | Unchanged |
| Chicago Capital, LLC | 19,085 | $1.40M | 0.03% | +1,563+8.9% | Added |
| Savvy Advisors, Inc. | 19,160 | $1.41M | 0.05% | +952+5.2% | Added |
| American Capital Advisory, LLC | 19,245 | $1.41M | 0.61% | +134+0.7% | Added |
| Ipswich Investment Management Co., Inc. | 19,409 | $1.43M | 0.33% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 19,424 | $1.43M | 3.88% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 19,569 | $1.44M | 0.28% | +16,251+489.8% | Added |
| MidWestOne Financial Group, Inc. | 19,693 | $1.45M | 0.16% | +890+4.7% | Added |
| Harbour Investment Management LLC | 19,853 | $1.46M | 0.77% | −6,795−25.5% | Reduced |
| Barry Investment Advisors, LLC | 19,873 | $1.46M | 0.33% | −441−2.2% | Reduced |
| Victrix Investment Advisors | 19,881 | $1.46M | 0.57% | +525+2.7% | Added |
| Frank, Rimerman Advisors LLC | 19,896 | $1.46M | 0.09% | +118+0.6% | Added |
| Johnson Investment Counsel Inc | 19,925 | $1.46M | 0.01% | −220−1.1% | Reduced |
| Guardian Partners Inc. | 18,654 | $1.47M | 0.12% | +18,654 | New |
| Recurrent Investment Advisors LLC | 53,641 | $1.47M | 0.11% | +521+1.0% | Added |
| Miracle Mile Advisors, LLC | 20,097 | $1.48M | 0.02% | +169+0.8% | Added |
| Wesbanco Bank Inc | 20,565 | $1.51M | 0.04% | −5,489−21.1% | Reduced |
| Savant Capital, LLC | 20,581 | $1.51M | 0.01% | +2,350+12.9% | Added |
| Kovitz Investment Group Partners, LLC | 20,637 | $1.52M | 0.03% | +5,261+34.2% | Added |
| Red Spruce Capital, LLC | 20,686 | $1.52M | 0.61% | +372+1.8% | Added |
| West Family Investments, Inc. | 20,722 | $1.52M | 0.36% | −4,199−16.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 20,859 | $1.53M | 0.03% | −3,780−15.3% | Reduced |