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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 153,819 | $11.3M | 0.13% | −179,163−53.8% | Reduced |
| Truist Financial Corp | 155,939 | $11.5M | 0.02% | −48,115−23.6% | Reduced |
| Adell Harriman & Carpenter Inc | 156,733 | $11.5M | 0.69% | +7,083+4.7% | Added |
| Cohen Klingenstein LLC | 157,098 | $11.5M | 0.35% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 157,501 | $11.6M | 0.90% | −3,528−2.2% | Reduced |
| Euro Pacific Asset Management, LLC | 162,776 | $11.6M | 1.29% | −1,784−1.1% | Reduced |
| Oppenheimer Asset Management Inc. | 158,122 | $11.6M | 0.14% | −18,594−10.5% | Reduced |
| Manning & Napier Advisors LLC | 157,811 | $11.7M | 0.15% | −52,345−24.9% | Reduced |
| First National Bank of Omaha | 157,913 | $11.7M | 0.35% | +145,613+1,183.8% | Added |
| D.A. Davidson & Co. | 159,253 | $11.7M | 0.07% | −19,576−10.9% | Reduced |
| Tocqueville Asset Management L.P. | 161,920 | $11.9M | 0.17% | +7,471+4.8% | Added |
| Foresight Global Investors, Inc. | 163,860 | $12.0M | 5.67% | 00.0% | Unchanged |
| Eldred Rock Partners, LLC | 165,047 | $12.1M | 3.15% | +47,815+40.8% | Added |
| Advisor Group Holdings, Inc. | 165,525 | $12.2M | 0.02% | −20,888−11.2% | Reduced |
| Aventail Capital Group, LP | 166,484 | $12.2M | 0.70% | −549,455−76.7% | Reduced |
| 1832 Asset Management L.P. | 167,846 | $12.3M | 0.02% | −19,041−10.2% | Reduced |
| DV Equities, LLC | 168,104 | $12.4M | 2.23% | +168,104 | New |
| Sanctuary Advisors, LLC | 169,253 | $12.4M | 0.07% | +26,496+18.6% | Added |
| FineMark National Bank & Trust | 170,993 | $12.6M | 0.39% | +5,991+3.6% | Added |
| Janney Montgomery Scott LLC | 174,870 | $12.8M | 0.03% | −1,030−0.6% | Reduced |
| Huber Capital Management LLC | 175,330 | $12.9M | 1.90% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 176,324 | $13.0M | 0.14% | +8,916+5.3% | Added |
| Mercer Global Advisors Inc | 747,339 | $13.2M | 0.02% | +585,784+362.6% | Added |
| Captrust Financial Advisors | 180,630 | $13.3M | 0.03% | +42,129+30.4% | Added |
| National Bank of Canada | 180,723 | $13.3M | 0.01% | +19,820+12.3% | Added |
| Van Hulzen Asset Management, LLC | 183,193 | $13.5M | 0.99% | +103+0.1% | Added |
| Evergreen Capital Management LLC | 194,563 | $14.3M | 0.32% | −263−0.1% | Reduced |
| Allied Investment Advisors, LLC | 196,452 | $14.4M | 2.23% | +4,720+2.5% | Added |
| M&T Bank Corp | 201,918 | $14.8M | 0.05% | −5,139−2.5% | Reduced |
| SCS Capital Management LLC | 202,463 | $14.9M | 0.16% | +248+0.1% | Added |
| Becker Capital Management Inc | 203,281 | $14.9M | 0.43% | −10,475−4.9% | Reduced |
| Northwest & Ethical Investments L.P. | 205,606 | $15.1M | 0.34% | −23,100−10.1% | Reduced |
| Stansberry Asset Management, LLC | 208,643 | $15.3M | 1.55% | +80,237+62.5% | Added |
| Two Sigma Advisers, LP | 210,700 | $15.5M | 0.03% | +70,300+50.1% | Added |
| Jones Financial Companies LLLP | 219,664 | $16.1M | 0.01% | +26,463+13.7% | Added |
| Colony Group, LLC | 223,286 | $16.4M | 0.02% | +26,358+13.4% | Added |
| Davenport & Co LLC | 231,054 | $17.0M | 0.09% | +1,561+0.7% | Added |
| Sapient Capital LLC | 232,460 | $17.2M | 0.24% | −2,501−1.1% | Reduced |
| Klingenstein Fields & Co LP | 234,652 | $17.2M | 0.65% | −1,586−0.7% | Reduced |
| Logan Capital Management Inc | 238,311 | $17.5M | 0.74% | +1,393+0.6% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 242,097 | $17.8M | 1.32% | −46,142−16.0% | Reduced |
| Americana Partners, LLC | 244,931 | $18.0M | 0.49% | +1,110+0.5% | Added |
| Commonwealth Equity Services, LLC | 246,419 | $18.1M | 0.02% | −44,150−15.2% | Reduced |
| Grandfield & Dodd, LLC | 246,614 | $18.1M | 1.03% | −9,394−3.7% | Reduced |
| Douglas Lane & Associates, LLC | 252,645 | $18.6M | 0.25% | −25,004−9.0% | Reduced |
| Anchor Capital Advisors LLC | 261,373 | $19.2M | 0.56% | −2,568−1.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 264,434 | $19.4M | 0.15% | +264,434 | New |
| Willis Johnson & Associates, Inc. | 264,669 | $19.4M | 1.20% | −31,901−10.8% | Reduced |
| Willis Investment Counsel | 276,722 | $20.3M | 1.05% | +2,783+1.0% | Added |
| HighTower Advisors, LLC | 282,288 | $20.7M | 0.02% | −1,325−0.5% | Reduced |
| Quantinno Capital Management LP | 294,360 | $21.6M | 0.04% | +79,197+36.8% | Added |
| Toroso Investments, LLC | 299,019 | $22.0M | 0.09% | +2,395+0.8% | Added |
| O'Shaughnessy Asset Management, LLC | 305,394 | $22.4M | 0.12% | +2,420+0.8% | Added |
| Harvest Portfolios Group Inc. | 311,223 | $22.9M | 0.40% | +3,905+1.3% | Added |
| SG Americas Securities, LLC | 316,216 | $23.2M | 0.03% | +270,646+593.9% | Added |
| Henshaw Capital LLC | 316,973 | $23.3M | 0.84% | +210.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 320,123 | $23.3M | 0.03% | −1,001−0.3% | Reduced |
| Abc Arbitrage SA | 321,821 | $23.6M | 2.21% | +140,966+77.9% | Added |
| TruWealth Advisors, LLC | 322,576 | $23.7M | 1.16% | −2,701−0.8% | Reduced |
| Guardian Capital LP | 325,130 | $23.9M | 0.71% | −14,603−4.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 330,270 | $24.3M | 0.02% | +20,760+6.7% | Added |
| Crossmark Global Holdings, Inc. | 340,102 | $25.0M | 0.36% | −20,590−5.7% | Reduced |
| Hikari Power Ltd | 341,900 | $25.1M | 1.98% | 00.0% | Unchanged |
| Cetera Investment Advisers | 341,921 | $25.1M | 0.03% | +19,461+6.0% | Added |
| HRT Financial LP | 343,010 | $25.2M | 0.08% | +153,748+81.2% | Added |
| SEI Investments Co | 344,767 | $25.3M | 0.03% | +67,111+24.2% | Added |
| CIBC World Markets Inc. | 345,574 | $25.4M | 0.05% | −3,566−1.0% | Reduced |
| Mariner, LLC | 346,622 | $25.5M | 0.03% | +4,945+1.4% | Added |
| US Bancorp | 346,986 | $25.5M | 0.03% | +38,890+12.6% | Added |
| CI Private Wealth, LLC | 357,264 | $26.3M | 0.04% | +22,221+6.6% | Added |
| Neuberger Berman Group LLC | 372,092 | $27.3M | 0.02% | −108,702−22.6% | Reduced |
| Millennium Management LLC | 372,195 | $27.3M | 0.02% | −158,779−29.9% | Reduced |
| Charles Schwab Investment Management Inc | 383,355 | $28.2M | 0.00% | +44,619+13.2% | Added |
| Jane Street Group, LLC | 390,598 | $28.7M | 0.03% | +331,558+561.6% | Added |
| CSM Advisors, LLC | 404,142 | $29.7M | 0.81% | +31,551+8.5% | Added |
| Cerity Partners LLC | 415,190 | $30.5M | 0.04% | +17,662+4.4% | Added |
| Kornitzer Capital Management Inc | 416,277 | $30.6M | 0.64% | +21,921+5.6% | Added |
| Thomasville National Bank | 417,243 | $30.7M | 1.90% | +13,856+3.4% | Added |
| Everett Harris & Co | 419,347 | $30.8M | 0.37% | +57,028+15.7% | Added |
| Creative Planning | 422,832 | $31.1M | 0.02% | +38,647+10.1% | Added |
| Gabelli Funds LLC | 432,500 | $31.8M | 0.22% | +15,950+3.8% | Added |
| Ameriprise Financial Inc | 435,368 | $32.0M | 0.01% | +8,354+2.0% | Added |
| Adage Capital Partners GP, L.L.C. | 455,000 | $33.4M | 0.05% | −30,000−6.2% | Reduced |
| Cullen Capital Management LLC | 480,347 | $35.3M | 0.39% | −9,284−1.9% | Reduced |
| Penn Davis McFarland Inc | 501,658 | $36.9M | 3.53% | −978−0.2% | Reduced |
| Verition Fund Management LLC | 520,947 | $38.3M | 0.21% | +3,218+0.6% | Added |
| Fayez Sarofim & Co | 528,214 | $38.8M | 0.09% | −5,100−1.0% | Reduced |
| Merewether Investment Management, LP | 539,421 | $39.6M | 0.91% | −211,400−28.2% | Reduced |
| Bank of New York Mellon Corp | 572,154 | $42.0M | 0.01% | −1,077−0.2% | Reduced |
| Great Lakes Advisors, LLC | 582,932 | $42.8M | 0.35% | −14,040−2.4% | Reduced |
| Qube Research & Technologies Ltd | 614,536 | $45.2M | 0.06% | −414,451−40.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 619,690 | $45.5M | 0.34% | 00.0% | Unchanged |
| First Trust Advisors LP | 637,399 | $46.8M | 0.03% | −22,129−3.4% | Reduced |
| American Assets Investment Management, LLC | 651,000 | $47.8M | 3.30% | +365,000+127.6% | Added |
| Yaupon Capital Management LP | 668,736 | $49.1M | 2.41% | −303,953−31.2% | Reduced |
| Russell Investments Group, Ltd. | 692,222 | $50.9M | 0.06% | −8,994−1.3% | Reduced |
| Invesco Ltd. | 727,565 | $53.5M | 0.01% | −13,496−1.8% | Reduced |
| Boston Partners | 771,074 | $56.7M | 0.06% | −44,560−5.5% | Reduced |
| Capital Research Global Investors | 773,911 | $56.9M | 0.01% | +3010.0% | Added |
| Brandywine Global Investment Management, LLC | 781,017 | $57.4M | 0.38% | −23,668−2.9% | Reduced |