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 |
|---|---|---|---|---|---|
| Bollard Group LLC | 31,244 | $2.30M | 0.06% | +6,120+24.4% | Added |
| Caldwell Trust Co | 31,381 | $2.31M | 0.20% | +2,012+6.9% | Added |
| Stolper Co | 31,444 | $2.31M | 0.68% | +1,042+3.4% | Added |
| F/M Investments LLC | 31,569 | $2.32M | 0.09% | +31,569 | New |
| Kanawha Capital Management LLC | 31,603 | $2.32M | 0.16% | −200−0.6% | Reduced |
| GFS Advisors, LLC | 31,692 | $2.33M | 0.28% | −485−1.5% | Reduced |
| Beacon Pointe Advisors, LLC | 31,725 | $2.33M | 0.02% | +6,449+25.5% | Added |
| Rathbone Brothers plc | 31,908 | $2.34M | 0.01% | −987−3.0% | Reduced |
| Galilei Investment Office LLP | 63,920 | $2.36M | 1.11% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 32,462 | $2.39M | 0.03% | −7,392−18.5% | Reduced |
| 44 Wealth Management LLC | 32,666 | $2.40M | 0.81% | +404+1.3% | Added |
| BBR Partners, LLC | 32,890 | $2.42M | 0.13% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 32,946 | $2.42M | 0.01% | −174−0.5% | Reduced |
| Independent Advisor Alliance | 33,215 | $2.44M | 0.06% | +403+1.2% | Added |
| apricus wealth, LLC | 33,610 | $2.47M | 1.26% | +720+2.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 33,852 | $2.49M | 0.11% | −853−2.5% | Reduced |
| Trexquant Investment LP | 33,938 | $2.49M | 0.02% | −155,177−82.1% | Reduced |
| Mill Capital Management, LLC | 34,218 | $2.51M | 0.18% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 34,251 | $2.52M | 0.07% | −74,730−68.6% | Reduced |
| Forum Financial Management, LP | 34,432 | $2.53M | 0.03% | +173+0.5% | Added |
| Parallax Volatility Advisers, L.P. | 34,719 | $2.55M | 0.08% | −28,929−45.5% | Reduced |
| Forefront Wealth Management Inc. | 34,812 | $2.56M | 1.84% | −753−2.1% | Reduced |
| Kestra Private Wealth Services, LLC | 35,109 | $2.58M | 0.03% | −719−2.0% | Reduced |
| Nelson Capital Management, LLC | 35,270 | $2.59M | 0.30% | +233+0.7% | Added |
| Great Lakes Retirement, Inc. | 35,743 | $2.63M | 0.27% | +1,116+3.2% | Added |
| Limestone Investment Advisors LP | 36,000 | $2.65M | 1.79% | 00.0% | Unchanged |
| Quest Investment Management LLC | 36,122 | $2.65M | 0.29% | −410−1.1% | Reduced |
| Thrivent Financial for Lutherans | 36,239 | $2.67M | 0.00% | −709,317−95.1% | Reduced |
| Continental Advisors LLC | 36,520 | $2.68M | 1.74% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 36,537 | $2.68M | 0.42% | −440−1.2% | Reduced |
| Advisors Management Group Inc | 36,944 | $2.71M | 0.49% | −102−0.3% | Reduced |
| Private Advisor Group, LLC | 37,637 | $2.77M | 0.01% | +832+2.3% | Added |
| Westview Management dba Westview Investment Advisors | 38,046 | $2.80M | 1.33% | +38,046 | New |
| Atomi Financial Group, Inc. | 38,107 | $2.80M | 0.08% | +662+1.8% | Added |
| TD Private Client Wealth LLC | 38,241 | $2.81M | 0.06% | +472+1.2% | Added |
| Mitchell Capital Management Co | 38,433 | $2.82M | 0.50% | −350−0.9% | Reduced |
| Drexel Morgan & Co. | 38,544 | $2.83M | 0.44% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 38,782 | $2.85M | 0.39% | +1,015+2.7% | Added |
| DMKC Advisory Services, LLC | 38,987 | $2.86M | 1.26% | +4,565+13.3% | Added |
| Asio Capital, LLC | 39,002 | $2.87M | 0.40% | −666−1.7% | Reduced |
| Advisory Services Network, LLC | 39,670 | $2.91M | 0.04% | +2,299+6.2% | Added |
| Columbia Asset Management | 39,890 | $2.93M | 0.52% | −367−0.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 40,100 | $2.95M | 0.31% | −300−0.7% | Reduced |
| HORAN Wealth, LLC | 40,227 | $2.96M | 0.45% | −171−0.4% | Reduced |
| Moors & Cabot, Inc. | 40,500 | $2.98M | 0.13% | −1,505−3.6% | Reduced |
| Lincluden Management Ltd | 40,518 | $2.98M | 0.25% | −3,438−7.8% | Reduced |
| Lido Advisors, LLC | 41,827 | $3.00M | 0.01% | −1,084−2.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 40,846 | $3.00M | 0.03% | +1,782+4.6% | Added |
| Kempner Capital Management Inc. | 41,694 | $3.01M | 2.85% | −4,408−9.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 41,748 | $3.07M | 0.08% | −255−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 41,887 | $3.08M | 0.02% | +16,006+61.8% | Added |
| CAPROCK Group, Inc. | 41,928 | $3.08M | 0.07% | +1,325+3.3% | Added |
| Rhumbline Advisers | 42,321 | $3.11M | 0.00% | +19,877+88.6% | Added |
| Farringdon Capital, Ltd. | 42,372 | $3.11M | 0.76% | +4,255+11.2% | Added |
| Man Group plc | 42,519 | $3.12M | 0.01% | +42,519 | New |
| Arkadios Wealth Advisors | 42,598 | $3.13M | 0.06% | +4,347+11.4% | Added |
| Farther Finance Advisors, LLC | 42,664 | $3.13M | 0.03% | +23,243+119.7% | Added |
| Commerce Bank | 42,841 | $3.15M | 0.02% | +2,919+7.3% | Added |
| Tower Research Capital LLC (TRC) | 43,213 | $3.18M | 0.08% | −18,208−29.6% | Reduced |
| JCIC Asset Management Inc. | 43,951 | $3.23M | 0.99% | −595−1.3% | Reduced |
| Glass Wealth Management Co LLC | 44,388 | $3.26M | 1.34% | −200.0% | Reduced |
| Brown Advisory Inc | 45,442 | $3.34M | 0.00% | +207+0.5% | Added |
| HF Advisory Group, LLC | 45,951 | $3.38M | 1.18% | +4,051+9.7% | Added |
| Nomura Asset Management International Inc. | 46,245 | $3.40M | 0.01% | +46,245 | New |
| Sequoia Financial Advisors, LLC | 46,455 | $3.41M | 0.02% | −3,000−6.1% | Reduced |
| HB Wealth Management, LLC | 47,125 | $3.46M | 0.02% | +1,795+4.0% | Added |
| Huntington National Bank | 48,157 | $3.54M | 0.02% | −2,849−5.6% | Reduced |
| Acadian Asset Management LLC | 48,251 | $3.54M | 0.01% | +39,587+456.9% | Added |
| Aviso Financial Inc. | 48,463 | $3.56M | 0.14% | +2,132+4.6% | Added |
| Chicago Trust Co NA | 48,594 | $3.57M | 0.56% | −672−1.4% | Reduced |
| Intrepid Family Office LLC | 50,000 | $3.67M | 3.54% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 50,842 | $3.74M | 0.05% | +1,714+3.5% | Added |
| Regions Financial Corp | 51,333 | $3.77M | 0.02% | −2,585−4.8% | Reduced |
| Fort Sheridan Advisors LLC | 52,129 | $3.83M | 0.49% | −861−1.6% | Reduced |
| Vise Technologies, Inc. | 53,245 | $3.91M | 0.08% | +16,445+44.7% | Added |
| Archford Capital Strategies, LLC | 53,493 | $3.93M | 0.46% | +11,184+26.4% | Added |
| Baker Avenue Asset Management, LP | 53,717 | $3.95M | 0.09% | +12,741+31.1% | Added |
| NewEdge Wealth, LLC | 54,268 | $3.99M | 0.05% | +6,485+13.6% | Added |
| Deutsche Bank AG | 54,581 | $4.01M | 0.00% | +100.0% | Added |
| Palogic Value Management, L.P. | 55,088 | $4.05M | 1.74% | −6,375−10.4% | Reduced |
| Dodge & Cox | 55,194 | $4.06M | 0.00% | −725−1.3% | Reduced |
| Concurrent Investment Advisors, LLC | 55,626 | $4.09M | 0.05% | +5,842+11.7% | Added |
| Hedges Asset Management LLC | 56,100 | $4.12M | 2.91% | 00.0% | Unchanged |
| DRW Securities, LLC | 56,393 | $4.14M | 0.32% | +53,497+1,847.3% | Added |
| Deltec Asset Management LLC | 56,471 | $4.15M | 0.69% | −733−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 56,664 | $4.16M | 0.05% | −3,207−5.4% | Reduced |
| Griffin Asset Management, Inc. | 57,042 | $4.19M | 0.45% | −3,039−5.1% | Reduced |
| Beddow Capital Management Inc | 57,076 | $4.19M | 1.58% | −1,425−2.4% | Reduced |
| Capital World Investors | 57,040 | $4.21M | 0.00% | +1,185+2.1% | Added |
| Cardinal Capital Management | 57,474 | $4.22M | 0.56% | +143+0.2% | Added |
| Signaturefd, LLC | 57,567 | $4.23M | 0.06% | +199+0.3% | Added |
| Yarbrough Capital, LLC | 57,590 | $4.23M | 0.13% | 00.0% | Unchanged |
| Vident Advisory, LLC | 57,754 | $4.24M | 0.04% | −3,723−6.1% | Reduced |
| Naviter Wealth, LLC | 57,837 | $4.25M | 0.55% | −8,068−12.2% | Reduced |
| Stephens Inc | 58,090 | $4.27M | 0.05% | +2,486+4.5% | Added |
| Brookmont Capital Management | 58,296 | $4.28M | 2.48% | −171−0.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 58,450 | $4.29M | 0.11% | −1,803−3.0% | Reduced |
| Integrated Quantitative Investments LLC | 58,713 | $4.31M | 0.93% | +17,081+41.0% | Added |
| Drum Hill Capital, LLC | 59,342 | $4.36M | 4.53% | +775+1.3% | Added |
| Fiduciary Trust Co | 59,565 | $4.38M | 0.05% | −4,094−6.4% | Reduced |