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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 787,447 | $57.9M | 0.03% | −32,980−4.0% | Reduced |
| Alliancebernstein L.P. | 809,258 | $59.5M | 0.02% | −69,679−7.9% | Reduced |
| LPL Financial LLC | 842,581 | $61.9M | 0.02% | +23,859+2.9% | Added |
| New York State Common Retirement Fund | 845,648 | $62.1M | 0.08% | +5,022+0.6% | Added |
| First Eagle Investment Management, LLC | 873,572 | $64.2M | 0.11% | +205,228+30.7% | Added |
| Renaissance Technologies LLC | 881,376 | $64.8M | 0.10% | −144,318−14.1% | Reduced |
| Van Eck Associates Corp | 953,814 | $70.1M | 0.06% | −140,690−12.9% | Reduced |
| Todd Asset Management LLC | 960,857 | $70.6M | 1.38% | −5,395−0.6% | Reduced |
| Milford Funds Ltd | 970,303 | $71.3M | 1.40% | +970,303 | New |
| Energy Income Partners, LLC | 998,743 | $73.4M | 1.33% | +62,207+6.6% | Added |
| Bridgewater Associates, LP | 1,003,577 | $73.7M | 0.27% | −115,728−10.3% | Reduced |
| CIBC Private Wealth Group, LLC | 1,066,794 | $78.4M | 0.13% | +44,799+4.4% | Added |
| Equity Investment Corp | 1,068,612 | $78.5M | 1.59% | −3860.0% | Reduced |
| Silvercrest Asset Management Group LLC | 1,199,654 | $88.2M | 0.61% | −68,337−5.4% | Reduced |
| Mackenzie Financial Corp | 1,203,453 | $88.7M | 0.11% | −15,590−1.3% | Reduced |
| UBS Group AG | 1,284,703 | $94.4M | 0.02% | −288,961−18.4% | Reduced |
| Natixis Advisors, L.P. | 1,404,356 | $103.2M | 0.15% | −40,990−2.8% | Reduced |
| Orbis Allan Gray Ltd | 1,476,355 | $108.5M | 0.45% | +56,144+4.0% | Added |
| JPMorgan Chase & Co | 1,489,327 | $109.4M | 0.01% | −61,150−3.9% | Reduced |
| American Century Companies Inc | 1,564,231 | $114.9M | 0.06% | +171,102+12.3% | Added |
| Mondrian Investment Partners LTD | 1,616,126 | $118.8M | 1.96% | −7,841−0.5% | Reduced |
| Raymond James Financial Inc | 1,677,736 | $123.3M | 0.04% | +21,066+1.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 1,683,507 | $123.7M | 0.33% | −26,937−1.6% | Reduced |
| Empyrean Capital Partners, LP | 1,700,000 | $124.9M | 4.35% | −800,000−32.0% | Reduced |
| Victory Capital Management Inc | 1,722,904 | $126.6M | 0.07% | +54,287+3.3% | Added |
| Lord, Abbett & Co. LLC | 1,846,181 | $135.7M | 0.42% | −53,612−2.8% | Reduced |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $136.5M | 0.11% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,861,031 | $136.7M | 0.12% | +16,627+0.9% | Added |
| Bank of Montreal | 1,876,976 | $137.9M | 0.06% | +270,111+16.8% | Added |
| Envestnet Asset Management Inc | 1,991,859 | $146.4M | 0.04% | −150,820−7.0% | Reduced |
| Wells Fargo & Company | 2,232,147 | $164.0M | 0.03% | −35,199−1.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,489,647 | $182.9M | 0.48% | +1,729,037+227.3% | Added |
| Nuveen, LLC | 2,590,734 | $190.4M | 0.05% | −130,656−4.8% | Reduced |
| Brandes Investment Partners, LP | 2,617,417 | $192.3M | 1.46% | +46,795+1.8% | Added |
| Rockefeller Capital Management L.P. | 2,774,899 | $203.9M | 0.37% | −40,223−1.4% | Reduced |
| Harding Loevner LP | 3,029,364 | $222.6M | 1.96% | −241,133−7.4% | Reduced |
| Northern Trust Corp | 3,268,491 | $240.2M | 0.03% | −52,596−1.6% | Reduced |
| Pzena Investment Management LLC | 3,277,328 | $240.8M | 0.72% | −93,004−2.8% | Reduced |
| 40 North Management LLC | 3,364,000 | $247.2M | 12.34% | −1,071,000−24.1% | Reduced |
| Jennison Associates LLC | 3,615,220 | $265.6M | 0.16% | +904,807+33.4% | Added |
| Royal Bank of Canada | 3,846,068 | $282.6M | 0.05% | +206,366+5.7% | Added |
| Wgi DM, LLC | 4,453,302 | $327.2M | 24.45% | +52,705+1.2% | Added |
| Goldman Sachs Group Inc | 4,939,730 | $363.0M | 0.05% | +150,321+3.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 6,316,607 | $464.1M | 1.39% | −53,255−0.8% | Reduced |
| Franklin Resources Inc | 6,376,304 | $468.5M | 0.12% | −156,253−2.4% | Reduced |
| Wellington Management Group LLP | 6,665,709 | $489.8M | 0.09% | −157,316−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 6,778,431 | $498.1M | 0.38% | +652,053+10.6% | Added |
| BlackRock, Inc. | 7,525,146 | $552.9M | 0.01% | −145,043−1.9% | Reduced |
| Eagle Capital Management LLC | 7,777,595 | $571.5M | 1.78% | −2,460,644−24.0% | Reduced |
| Bank of America Corp | 7,830,944 | $575.4M | 0.04% | −58,407−0.7% | Reduced |
| Mawer Investment Management Ltd. | 8,075,089 | $593.4M | 3.32% | +3,574,353+79.4% | Added |
| Price T Rowe Associates Inc | 8,531,869 | $626.9M | 0.07% | +4,597+0.1% | Added |
| Morgan Stanley | 9,549,023 | $701.7M | 0.04% | +53,016+0.6% | Added |
| Dimensional Fund Advisors LP | 23,690,755 | $1.74B | 0.37% | −724,207−3.0% | Reduced |
| Fisher Asset Management, LLC | 27,142,785 | $1.99B | 0.68% | +332,839+1.2% | Added |
| FMR LLC | 98,411,280 | $7.23B | 0.37% | +2,271,143+2.4% | Added |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,651,115−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −282,258−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −277,956−100.0% | Sold out |
| Carrhae Capital LLP | 0 | $0 | 0.00% | −88,632−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −73,029−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −58,200−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −43,895−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −41,407−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −32,745−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −31,510−100.0% | Sold out |
| Roberts Wealth Advisors, LLC | 0 | $0 | 0.00% | −31,461−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −30,057−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −29,298−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −23,798−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −22,144−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −20,705−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −18,446−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −16,559−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −15,494−100.0% | Sold out |
| Hayek Kallen Investment Management | 0 | $0 | 0.00% | −14,018−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −12,198−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,897−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −10,899−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −10,026−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,829−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −7,592−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,947−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −6,708−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,566−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −10,687−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −5,523−100.0% | Sold out |
| Lawson Kroeker Investment Management Inc | 0 | $0 | 0.00% | −5,039−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,412−100.0% | Sold out |
| Davidson Trust Co | 0 | $0 | 0.00% | −4,175−100.0% | Sold out |
| Saturna Capital CORP | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Private Capital Management, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −3,442−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −3,256−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −3,141−100.0% | Sold out |
| Birch Financial Group, LLC | 0 | $0 | 0.00% | −3,115−100.0% | Sold out |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −3,092−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −3,057−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −2,962−100.0% | Sold out |