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 |
|---|---|---|---|---|---|
| Financial Freedom, LLC | 206 | $15.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 207 | $15.2K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 215 | $15.8K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 224 | $16.5K | 0.00% | +224 | New |
| BankPlus Trust Department | 226 | $16.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 228 | $16.8K | 0.00% | +98+75.4% | Added |
| DecisionPoint Financial, LLC | 228 | $16.8K | 0.00% | +195+590.9% | Added |
| Tradewinds Capital Management, LLC | 233 | $17.1K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 235 | $17.3K | 0.01% | +235 | New |
| Proffitt & Goodson Inc | 248 | $18.2K | 0.00% | −17−6.4% | Reduced |
| Redmont Wealth Advisors LLC | 258 | $19.0K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 267 | $19.0K | 0.02% | +267 | New |
| Dogwood Wealth Management LLC | 261 | $19.2K | 0.01% | −12−4.4% | Reduced |
| Nemes Rush Group LLC | 261 | $19.2K | 0.00% | +111+74.0% | Added |
| First United Bank Trust | 265 | $19.5K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 276 | $20.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 281 | $20.6K | 0.00% | −68−19.5% | Reduced |
| Retirement Wealth Solutions LLC | 283 | $20.8K | 0.01% | −29−9.3% | Reduced |
| Missouri Trust & Investment Co | 285 | $20.9K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $22.0K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 309 | $22.7K | 0.01% | +309 | New |
| South Plains Financial, Inc. | 318 | $23.4K | 0.01% | +318 | New |
| Murphy & Mullick Capital Management Corp | 319 | $23.4K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 324 | $23.8K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 325 | $23.9K | 0.01% | +3+0.9% | Added |
| ORG Partners LLC | 325 | $23.9K | 0.00% | +10+3.2% | Added |
| New England Capital Financial Advisors LLC | 338 | $24.8K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 338 | $24.8K | 0.00% | −1,645−83.0% | Reduced |
| True Wealth Design, LLC | 342 | $25.1K | 0.01% | −25−6.8% | Reduced |
| WPG Advisers, LLC | 350 | $25.7K | 0.02% | −83−19.2% | Reduced |
| YANKCOM Partnership | 351 | $25.8K | 0.01% | +229+187.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 351 | $25.8K | 0.00% | +351 | New |
| Motiv8 Investments LLC | 349 | $26.0K | 0.01% | +349 | New |
| Stephens Consulting, LLC | 359 | $26.4K | 0.01% | +59+19.7% | Added |
| CVA Family Office, LLC | 362 | $26.6K | 0.00% | −53−12.8% | Reduced |
| SJS Investment Consulting Inc. | 362 | $26.6K | 0.00% | +301+493.4% | Added |
| Robinswood Financial LLC | 386 | $28.4K | 0.01% | +3+0.8% | Added |
| Provenance Wealth Advisors, LLC | 390 | $28.7K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 391 | $28.8K | 0.03% | +3+0.8% | Added |
| Pflug Koory, LLC | 392 | $28.8K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 400 | $29.0K | 0.00% | −271−40.4% | Reduced |
| Y.D. More Investments Ltd | 400 | $29.4K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 402 | $29.5K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 410 | $30.1K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 410 | $30.1K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 421 | $30.9K | 0.01% | −2,157−83.7% | Reduced |
| Private Wealth Asset Management, LLC | 423 | $31.1K | 0.00% | −54−11.3% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 430 | $31.6K | 0.00% | +430 | New |
| Valley National Advisers Inc | 443 | $32.0K | 0.00% | +10+2.3% | Added |
| Community Bank, N.A. | 440 | $32.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 464 | $34.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 472 | $34.7K | 0.00% | +72+18.0% | Added |
| Zions Bancorporation, National Association | 473 | $34.8K | 0.00% | +308+186.7% | Added |
| First Pacific Financial | 477 | $35.1K | 0.00% | −8−1.6% | Reduced |
| Key Financial Inc | 479 | $35.2K | 0.01% | −264−35.5% | Reduced |
| Winch Advisory Services, LLC | 481 | $35.3K | 0.01% | +5+1.1% | Added |
| Harbor Investment Advisory, LLC | 484 | $35.6K | 0.00% | −9−1.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 484 | $35.6K | 0.03% | +214+79.3% | Added |
| SOA Wealth Advisors, LLC. | 489 | $35.9K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 492 | $36.2K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 500 | $36.7K | 0.01% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 500 | $36.7K | 0.00% | +500 | New |
| Alerus Financial NA | 514 | $37.8K | 0.00% | −649−55.8% | Reduced |
| Cheviot Value Management, LLC | 500 | $37.9K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 521 | $38.3K | 0.04% | +521 | New |
| Greykasell Wealth Strategies, Inc. | 523 | $38.4K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 524 | $38.5K | 0.00% | −37,228−98.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 527 | $38.7K | 0.01% | +401+318.3% | Added |
| Keating Financial Advisory Services, Inc. | 554 | $40.7K | 0.01% | +554 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 564 | $41.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 575 | $42.3K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 587 | $43.1K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 597 | $43.9K | 0.00% | +15+2.6% | Added |
| Legacy Bridge, LLC | 600 | $44.1K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 609 | $44.7K | 0.00% | +609 | New |
| Red Tortoise LLC | 610 | $44.8K | 0.02% | +1+0.2% | Added |
| JNBA Financial Advisors | 617 | $45.3K | 0.00% | +65+11.8% | Added |
| Financial Network Wealth Advisors LLC | 627 | $46.1K | 0.05% | +77+14.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 649 | $47.7K | 0.00% | +220+51.3% | Added |
| Brown, Lisle/Cummings, Inc. | 675 | $49.6K | 0.01% | +425+170.0% | Added |
| Fourth Dimension Wealth, LLC | 682 | $50.1K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 702 | $51.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 709 | $52.1K | 0.02% | +499+237.6% | Added |
| Westside Investment Management, Inc. | 694 | $52.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 726 | $53.3K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 732 | $53.8K | 0.02% | +5+0.7% | Added |
| Webster Bank, N. A. | 739 | $54.3K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 750 | $55.1K | 0.03% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 751 | $55.2K | 0.02% | +751 | New |
| Tacita Capital Inc | 753 | $55.3K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 764 | $56.1K | 0.00% | +4+0.5% | Added |
| Founders Capital Management | 770 | $56.6K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 789 | $57.0K | 0.02% | +2+0.3% | Added |
| Fairman Group, LLC | 797 | $58.6K | 0.05% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 800 | $58.8K | 0.03% | −800−50.0% | Reduced |
| Jessup Wealth Management, Inc | 800 | $58.8K | 0.02% | +800 | New |
| Bayban | 800 | $58.8K | 0.05% | +800 | New |
| Merited Wealth, LLC | 810 | $59.5K | 0.06% | +810 | New |