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 |
|---|---|---|---|---|---|
| Fiduciary Alliance LLC | 20,964 | $1.54M | 0.10% | −6,080−22.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 20,977 | $1.54M | 0.08% | −337−1.6% | Reduced |
| Hartree Partners, LP | 21,000 | $1.54M | 0.56% | +6,000+40.0% | Added |
| Sentinel Trust Co Lba | 21,037 | $1.55M | 0.15% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 42,090 | $1.55M | 0.10% | +22,187+111.5% | Added |
| Coppell Advisory Solutions LLC | 20,989 | $1.55M | 0.16% | −379−1.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 21,181 | $1.56M | 0.29% | +234+1.1% | Added |
| PFG Investments, LLC | 21,218 | $1.56M | 0.07% | −39−0.2% | Reduced |
| Smartleaf Asset Management LLC | 21,332 | $1.57M | 0.06% | +2,352+12.4% | Added |
| Parrish Capital LLC | 21,553 | $1.58M | 1.43% | +21,553 | New |
| Highland Capital Management, LLC | 21,646 | $1.59M | 0.08% | −2,390−9.9% | Reduced |
| Mission Wealth Management, LP | 21,721 | $1.60M | 0.03% | −1,156−5.1% | Reduced |
| Abel Hall, LLC | 21,779 | $1.60M | 0.37% | +7,302+50.4% | Added |
| Herold Advisors, Inc. | 21,815 | $1.60M | 0.36% | +90.0% | Added |
| Evolve Private Wealth, LLC | 21,831 | $1.60M | 0.10% | +21,831 | New |
| Foster & Motley Inc | 21,914 | $1.61M | 0.09% | −1,231−5.3% | Reduced |
| Hilltop Holdings Inc. | 21,979 | $1.61M | 0.10% | +26+0.1% | Added |
| Wealthspire Advisors, LLC | 22,067 | $1.62M | 0.01% | +5,525+33.4% | Added |
| Garrett Wealth Advisory Group, LLC | 22,088 | $1.62M | 0.31% | −591−2.6% | Reduced |
| Checchi Capital Advisers, LLC | 22,103 | $1.62M | 0.11% | −371−1.7% | Reduced |
| Valeo Financial Advisors, LLC | 22,147 | $1.63M | 0.04% | +678+3.2% | Added |
| RFG - Bristol Wealth Advisors, LLC | 22,158 | $1.63M | 0.45% | −1,500−6.3% | Reduced |
| Excalibur Management Corp | 22,231 | $1.63M | 0.59% | −61−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 22,244 | $1.63M | 0.02% | +178+0.8% | Added |
| Baker Ellis Asset Management LLC | 22,293 | $1.64M | 0.20% | −500−2.2% | Reduced |
| BTC Capital Management, Inc. | 22,431 | $1.65M | 0.12% | −5,475−19.6% | Reduced |
| Wellington Shields Capital Management, LLC | 22,575 | $1.66M | 0.24% | −200−0.9% | Reduced |
| Old Port Advisors | 22,678 | $1.67M | 0.41% | +1,862+8.9% | Added |
| Ronald Blue Trust, Inc. | 22,838 | $1.68M | 0.02% | +261+1.2% | Added |
| Brooks, Moore & Associates, Inc. | 22,870 | $1.68M | 0.83% | −273−1.2% | Reduced |
| Hilltop National Bank | 22,942 | $1.69M | 0.41% | +175+0.8% | Added |
| TCTC Holdings, LLC | 22,975 | $1.69M | 0.05% | +12,442+118.1% | Added |
| Game Creek Capital, LP | 23,000 | $1.69M | 0.64% | −250−1.1% | Reduced |
| Clearstead Advisors, LLC | 23,005 | $1.69M | 0.02% | +1,770+8.3% | Added |
| Merit Financial Group, LLC | 23,082 | $1.70M | 0.01% | +3,102+15.5% | Added |
| Leo Wealth, LLC | 23,155 | $1.70M | 0.12% | +5,361+30.1% | Added |
| Avidian Wealth Solutions, LLC | 23,166 | $1.70M | 0.06% | +14+0.1% | Added |
| Park National Corp | 23,400 | $1.72M | 0.05% | −59−0.3% | Reduced |
| Global Retirement Partners, LLC | 23,542 | $1.73M | 0.03% | +12,639+115.9% | Added |
| Montag A & Associates Inc | 23,561 | $1.73M | 0.08% | −1,052−4.3% | Reduced |
| Howe & Rusling Inc | 23,652 | $1.74M | 0.11% | −793−3.2% | Reduced |
| Cookson Peirce & Co Inc | 23,697 | $1.74M | 0.07% | +3,229+15.8% | Added |
| Great Valley Advisor Group, Inc. | 23,872 | $1.75M | 0.03% | +1,127+5.0% | Added |
| Pensionmark Financial Group, LLC | 24,054 | $1.77M | 0.03% | +7,814+48.1% | Added |
| Cohen Capital Management, Inc. | 24,200 | $1.78M | 0.27% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 24,281 | $1.78M | 0.28% | +202+0.8% | Added |
| PCM Encore, LLC | 24,323 | $1.79M | 0.38% | +24,323 | New |
| Aaron Wealth Advisors | 24,393 | $1.79M | 0.10% | +4,832+24.7% | Added |
| Phoenix Holdings Ltd. | 24,500 | $1.80M | 0.02% | −53,101−68.4% | Reduced |
| Adviser Investments LLC | 24,562 | $1.80M | 0.02% | +930+3.9% | Added |
| Reik & Co., LLC | 24,602 | $1.81M | 0.50% | −1,749−6.6% | Reduced |
| Stratos Wealth Partners, LTD. | 24,668 | $1.81M | 0.02% | −1,088−4.2% | Reduced |
| Earnest Partners LLC | 24,691 | $1.81M | 0.01% | −3,276−11.7% | Reduced |
| Perpetual Ltd | 24,695 | $1.81M | 0.03% | +8,856+55.9% | Added |
| Prosperity Consulting Group, LLC | 25,140 | $1.85M | 0.08% | +1,093+4.5% | Added |
| Cherokee Insurance Co | 25,439 | $1.87M | 0.76% | 00.0% | Unchanged |
| Allworth Financial LP | 25,688 | $1.89M | 0.01% | −13,815−35.0% | Reduced |
| Octavia Wealth Advisors, LLC | 25,853 | $1.90M | 0.18% | −152−0.6% | Reduced |
| SeaCrest Wealth Management, LLC | 26,582 | $1.90M | 0.19% | +2,813+11.8% | Added |
| Level Four Advisory Services, LLC | 25,976 | $1.91M | 0.06% | +44+0.2% | Added |
| Bank Ozk | 26,031 | $1.91M | 0.68% | +497+1.9% | Added |
| Howard Capital Management Inc. | 26,051 | $1.91M | 0.02% | +3,092+13.5% | Added |
| J.W. Cole Advisors, Inc. | 28,510 | $1.92M | 0.05% | −622−2.1% | Reduced |
| Waters Parkerson & Co., LLC | 26,231 | $1.93M | 0.09% | +145+0.6% | Added |
| Potomac Fund Management Inc | 26,256 | $1.93M | 0.07% | −889−3.3% | Reduced |
| Absher Wealth Management, LLC | 26,284 | $1.93M | 0.23% | +727+2.8% | Added |
| ARS Wealth Advisors Group, LLC | 26,376 | $1.94M | 0.17% | −607−2.2% | Reduced |
| Gradient Investments LLC | 26,395 | $1.94M | 0.03% | +8,443+47.0% | Added |
| Altman Advisors, Inc. | 26,448 | $1.94M | 0.73% | +164+0.6% | Added |
| Insigneo Advisory Services, LLC | 26,481 | $1.95M | 0.14% | +1,727+7.0% | Added |
| SCP Investment, LP | 26,600 | $1.95M | 1.60% | +4,800+22.0% | Added |
| UBS Asset Management Americas Inc | 27,310 | $2.01M | 0.00% | +27,310 | New |
| Bryn Mawr Trust Co | 27,317 | $2.01M | 0.05% | −71−0.3% | Reduced |
| Iams Wealth Management, LLC | 27,429 | $2.02M | 0.73% | −1,358−4.7% | Reduced |
| Altrafin AG | 27,600 | $2.03M | 0.64% | 00.0% | Unchanged |
| Range Financial Group LLC | 27,710 | $2.04M | 0.70% | +3,609+15.0% | Added |
| HighPoint Advisor Group LLC | 27,884 | $2.05M | 0.05% | +2,656+10.5% | Added |
| Bahl & Gaynor Inc | 28,050 | $2.06M | 0.01% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 28,113 | $2.07M | 1.43% | −734−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 27,384 | $2.07M | 0.00% | +5,817+27.0% | Added |
| SRS Capital Advisors, Inc. | 28,207 | $2.07M | 0.06% | −55,224−66.2% | Reduced |
| Trustmark National Bank Trust Department | 28,759 | $2.11M | 0.13% | +2,285+8.6% | Added |
| Scotia Capital Inc. | 28,976 | $2.13M | 0.01% | +121+0.4% | Added |
| Sierra Capital LLC | 29,288 | $2.15M | 0.23% | −3,036−9.4% | Reduced |
| Susquehanna International Group, LLP | 29,296 | $2.15M | 0.00% | +9,028+44.5% | Added |
| Lester Murray Antman dba SimplyRich | 29,359 | $2.16M | 0.56% | +50.0% | Added |
| Regatta Capital Group, LLC | 29,373 | $2.16M | 0.33% | −1,549−5.0% | Reduced |
| InvesTrust | 29,378 | $2.16M | 0.83% | −2,180−6.9% | Reduced |
| Advisors Asset Management, Inc. | 29,529 | $2.17M | 0.04% | −5,614−16.0% | Reduced |
| Dynasty Wealth Management, LLC | 29,604 | $2.18M | 0.02% | +1,098+3.9% | Added |
| Yousif Capital Management, LLC | 29,864 | $2.18M | 0.02% | −2,070−6.5% | Reduced |
| Spears Abacus Advisors LLC | 29,903 | $2.20M | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 30,048 | $2.21M | 0.04% | +1,241+4.3% | Added |
| Burney Co | 30,051 | $2.21M | 0.07% | +1,025+3.5% | Added |
| Snowden Capital Advisors LLC | 30,159 | $2.22M | 0.06% | +1,579+5.5% | Added |
| Connective Portfolio Management, LLC | 30,195 | $2.22M | 4.00% | +30,195 | New |
| Segall Bryant & Hamill, LLC | 30,526 | $2.24M | 0.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 30,681 | $2.25M | 0.00% | +30,681 | New |
| Simmons Bank | 30,856 | $2.27M | 0.15% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 30,956 | $2.27M | 0.01% | +30,956 | New |