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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 60,232 | $4.43M | 0.21% | −2,050−3.3% | Reduced |
| Meritage Portfolio Management | 60,243 | $4.43M | 0.29% | −684−1.1% | Reduced |
| Atria Investments LLC | 60,385 | $4.44M | 0.05% | −2,365−3.8% | Reduced |
| SBI Securities Co., Ltd. | 60,828 | $4.47M | 0.11% | −601−1.0% | Reduced |
| Gilman Hill Asset Management, LLC | 60,999 | $4.48M | 0.71% | +1,206+2.0% | Added |
| Blair William & Co | 61,331 | $4.51M | 0.01% | −1,144−1.8% | Reduced |
| Azimuth Capital Investment Management LLC | 61,605 | $4.53M | 0.16% | −785−1.3% | Reduced |
| Blackstone Group Inc. | 63,064 | $4.63M | 0.02% | +44,327+236.6% | Added |
| CIBC Asset Management Inc | 63,261 | $4.65M | 0.01% | +5,461+9.4% | Added |
| YHB Investment Advisors, Inc. | 63,797 | $4.69M | 0.32% | −1,745−2.7% | Reduced |
| Old National Bancorp | 64,499 | $4.74M | 0.08% | −8,998−12.2% | Reduced |
| Quadrature Capital Ltd | 64,735 | $4.76M | 0.05% | +64,735 | New |
| Inspire Trust Co, N.A. | 65,000 | $4.78M | 0.78% | +4,000+6.6% | Added |
| Ashton Thomas Private Wealth, LLC | 65,203 | $4.79M | 0.12% | +25,697+65.0% | Added |
| Weatherly Asset Management L. P. | 65,375 | $4.80M | 0.37% | +229+0.4% | Added |
| Exencial Wealth Advisors, LLC | 65,659 | $4.82M | 0.15% | +1,473+2.3% | Added |
| Park Avenue Securities LLC | 65,698 | $4.83M | 0.04% | −1,846−2.7% | Reduced |
| Kimelman & Baird, LLC | 66,176 | $4.86M | 0.37% | 00.0% | Unchanged |
| Advocate Group LLC | 66,825 | $4.91M | 0.79% | −1,075−1.6% | Reduced |
| CWM, LLC | 68,450 | $5.03M | 0.01% | −6,740−9.0% | Reduced |
| Pittenger & Anderson Inc | 69,115 | $5.08M | 0.20% | +280+0.4% | Added |
| Royce & Associates LP | 70,000 | $5.14M | 0.05% | 00.0% | Unchanged |
| Family Management Corp | 70,501 | $5.18M | 0.65% | +1,513+2.2% | Added |
| Laird Norton Trust Company, LLC | 70,823 | $5.20M | 0.11% | +70,823 | New |
| Factory Mutual Insurance Co | 71,233 | $5.23M | 0.05% | +35,959+101.9% | Added |
| Warren Averett Asset Management, LLC | 71,930 | $5.29M | 0.04% | +47,857+198.8% | Added |
| Citigroup Inc | 72,269 | $5.31M | 0.00% | −115,685−61.5% | Reduced |
| Regency Capital Management Inc. | 72,293 | $5.31M | 2.21% | −1,322−1.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 72,333 | $5.31M | 0.06% | −3,019−4.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 72,333 | $5.32M | 0.00% | −3,019−4.0% | Reduced |
| Cary Street Partners Financial LLC | 72,830 | $5.35M | 0.13% | −3,366−4.4% | Reduced |
| Neville Rodie & Shaw Inc | 73,150 | $5.38M | 0.38% | −10,900−13.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 73,655 | $5.41M | 0.01% | −27,363−27.1% | Reduced |
| Life Cycle Investment Partners Ltd | 74,369 | $5.46M | 0.04% | +74,369 | New |
| MAI Capital Management | 74,669 | $5.49M | 0.03% | +951+1.3% | Added |
| Schonfeld Strategic Advisors LLC | 74,925 | $5.51M | 0.03% | +19,125+34.3% | Added |
| tru Independence LLC | 76,445 | $5.62M | 1.42% | −1,600−2.1% | Reduced |
| Hennessy Advisors Inc | 76,500 | $5.62M | 0.20% | −4,300−5.3% | Reduced |
| State Street Corp | 76,811 | $5.64M | 0.00% | +46,289+151.7% | Added |
| Ritholtz Wealth Management | 76,981 | $5.66M | 0.10% | −443−0.6% | Reduced |
| Renaissance Group LLC | 78,945 | $5.80M | 0.23% | −5,966−7.0% | Reduced |
| Brinker Capital Investments, LLC | 78,957 | $5.80M | 0.04% | +599+0.8% | Added |
| Baird Financial Group, Inc. | 79,573 | $5.85M | 0.01% | −426−0.5% | Reduced |
| Moore Capital Management, LP | 80,000 | $5.88M | 0.12% | +80,000 | New |
| Bleakley Financial Group, LLC | 80,011 | $5.88M | 0.10% | +13,563+20.4% | Added |
| Claret Asset Management Corp | 80,609 | $5.92M | 0.69% | −355−0.4% | Reduced |
| TD Waterhouse Canada Inc. | 81,142 | $5.96M | 0.04% | −8,716−9.7% | Reduced |
| Clearbridge Investments, LLC | 81,213 | $5.97M | 0.00% | −1,407−1.7% | Reduced |
| Ieq Capital, LLC | 81,709 | $6.00M | 0.02% | +25,275+44.8% | Added |
| Fifth Third Bancorp | 81,969 | $6.02M | 0.02% | −773−0.9% | Reduced |
| Hantz Financial Services, Inc. | 82,838 | $6.09M | 0.09% | +15,613+23.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 84,432 | $6.20M | 0.03% | +12,535+17.4% | Added |
| Lazard Asset Management LLC | 84,780 | $6.23M | 0.01% | +17,106+25.3% | Added |
| South State Corp. | 84,933 | $6.24M | 0.28% | +1,060+1.3% | Added |
| Assetmark, Inc | 86,319 | $6.34M | 0.01% | +6,723+8.4% | Added |
| AQR Capital Management LLC | 88,153 | $6.48M | 0.00% | +22,274+33.8% | Added |
| New England Asset Management Inc | 89,640 | $6.59M | 0.86% | +2,465+2.8% | Added |
| Heritage Investors Management Corp | 91,038 | $6.69M | 0.19% | −1,664−1.8% | Reduced |
| Brown Brothers Harriman & Co | 91,584 | $6.73M | 0.04% | +424+0.5% | Added |
| RSM US Wealth Management LLC | 92,917 | $6.86M | 0.09% | −3,128−3.3% | Reduced |
| TownSquare Capital, LLC | 94,034 | $6.91M | 1.55% | +806+0.9% | Added |
| Pinnacle Associates Ltd | 94,566 | $6.95M | 0.09% | −963−1.0% | Reduced |
| Keybank National Association | 94,916 | $6.97M | 0.02% | +3,964+4.4% | Added |
| Ci Investments Inc. | 95,407 | $7.01M | 0.03% | −2,523−2.6% | Reduced |
| Nixon Peabody Trust Co | 97,535 | $7.17M | 0.54% | −407−0.4% | Reduced |
| Skopos Labs, Inc. | 98,213 | $7.18M | 0.33% | +62,463+174.7% | Added |
| Quadrant Capital Group LLC | 100,682 | $7.40M | 0.22% | −1,507−1.5% | Reduced |
| Lockheed Martin Investment Management Co | 100,700 | $7.40M | 0.25% | +71,230+241.7% | Added |
| Eastover Investment Advisors LLC | 101,478 | $7.46M | 3.28% | +618+0.6% | Added |
| Eagle Global Advisors LLC | 102,123 | $7.50M | 0.28% | +1,919+1.9% | Added |
| Atlantic Union Bankshares Corp | 102,214 | $7.51M | 0.14% | −6,237−5.8% | Reduced |
| Augustine Asset Management Inc | 104,018 | $7.64M | 1.53% | −122−0.1% | Reduced |
| Optiver Holding B.V. | 104,564 | $7.68M | 0.14% | −57,626−35.5% | Reduced |
| South Dakota Investment Council | 105,493 | $7.75M | 0.15% | −84,220−44.4% | Reduced |
| Kestra Advisory Services, LLC | 106,917 | $7.86M | 0.03% | +15,455+16.9% | Added |
| Stamos Capital Partners, L.P. | 107,580 | $7.90M | 1.27% | −15,778−12.8% | Reduced |
| Thornburg Investment Management Inc | 108,821 | $8.00M | 0.10% | +230.0% | Added |
| Cutler Capital Management, LLC | 111,326 | $8.18M | 2.45% | +700+0.6% | Added |
| Janney Capital Management LLC | 113,557 | $8.34M | 0.52% | −2,459−2.1% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $8.36M | 1.86% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 114,868 | $8.44M | 0.01% | −2,933−2.5% | Reduced |
| Callodine Capital Management, LP | 117,000 | $8.60M | 0.69% | −50,000−29.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 119,548 | $8.78M | 0.12% | +90,980+318.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 120,805 | $8.88M | 0.02% | −1,327−1.1% | Reduced |
| GWM Advisors LLC | 125,212 | $9.20M | 0.03% | +23,186+22.7% | Added |
| RMB Capital Management, LLC | 126,894 | $9.32M | 0.16% | +32,184+34.0% | Added |
| Sit Investment Associates Inc | 128,182 | $9.42M | 0.19% | −3,880−2.9% | Reduced |
| Callan Family Office, LLC | 130,658 | $9.60M | 0.21% | +36,359+38.6% | Added |
| Bragg Financial Advisors, Inc | 131,380 | $9.65M | 0.31% | +1,041+0.8% | Added |
| Pathstone Holdings, LLC | 134,722 | $9.90M | 0.04% | +4,107+3.1% | Added |
| Citadel Advisors LLC | 135,507 | $9.96M | 0.01% | −2,171,276−94.1% | Reduced |
| Glenmede Trust Co NA | 137,697 | $10.1M | 0.05% | +137,697 | New |
| JustInvest LLC | 140,220 | $10.3M | 0.10% | +2,207+1.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 140,399 | $10.3M | 0.02% | −2,168−1.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 141,818 | $10.4M | 0.23% | −15,719−10.0% | Reduced |
| MML Investors Services, LLC | 144,995 | $10.7M | 0.03% | +7,864+5.7% | Added |
| Woodstock Corp | 145,683 | $10.7M | 0.92% | +381+0.3% | Added |
| Prospera Financial Services Inc | 148,096 | $10.9M | 0.18% | −3,960−2.6% | Reduced |
| Wedge Capital Management L L P | 149,551 | $11.0M | 0.20% | −28,286−15.9% | Reduced |
| Ibex Wealth Advisors | 153,527 | $11.3M | 1.10% | +840+0.6% | Added |