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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 815 | $60.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 846 | $62.2K | 0.01% | +170+25.1% | Added |
| Sawyer & Company, Inc | 891 | $65.5K | 0.02% | −174−16.3% | Reduced |
| EFG International AG | 900 | $66.1K | 0.00% | +900 | New |
| Fairscale Capital, LLC | 920 | $67.6K | 0.04% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 950 | $69.8K | 0.02% | +500+111.1% | Added |
| TFC Financial Management | 951 | $69.9K | 0.01% | +210+28.3% | Added |
| Barrett & Company, Inc. | 951 | $69.9K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 972 | $71.4K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 976 | $71.7K | 0.01% | +24+2.5% | Added |
| Wall Street Access Asset Management, LLC | 1,000 | $73.5K | 0.02% | 00.0% | Unchanged |
| Roxbury Financial LLC | 1,062 | $78.0K | 0.07% | +4+0.4% | Added |
| Golden State Wealth Management, LLC | 1,074 | $79.0K | 0.01% | −24−2.2% | Reduced |
| MCF Advisors LLC | 1,084 | $79.7K | 0.00% | +422+63.7% | Added |
| Whipplewood Advisors, LLC | 1,089 | $80.0K | 0.05% | +33+3.1% | Added |
| Turim 21 Investimentos Ltda. | 2,940 | $80.6K | 0.03% | +2,940 | New |
| Cornerstone Planning Group LLC | 1,065 | $80.7K | 0.01% | +797+297.4% | Added |
| Paradigm Asset Management Co LLC | 1,118 | $82.2K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 1,142 | $83.0K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,147 | $84.3K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,186 | $87.1K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,245 | $91.5K | 0.08% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,247 | $91.6K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 1,249 | $91.8K | 0.04% | +1,249 | New |
| City State Bank | 1,282 | $94.2K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 1,283 | $94.3K | 0.01% | −5−0.4% | Reduced |
| Manchester Capital Management LLC | 1,298 | $95.4K | 0.01% | −167−11.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,300 | $95.5K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,286 | $95.9K | 0.01% | −136−9.6% | Reduced |
| CoreCap Advisors, LLC | 1,341 | $98.5K | 0.00% | +85+6.8% | Added |
| FIL Ltd | 1,357 | $99.7K | 0.00% | +25+1.9% | Added |
| Tanglewood Legacy Advisors, LLC | 1,388 | $102.0K | 0.04% | −500−26.5% | Reduced |
| First Command Advisory Services, Inc. | 1,406 | $103.3K | 0.00% | +27+2.0% | Added |
| West Branch Capital LLC | 1,439 | $105.7K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 1,436 | $106.0K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 1,480 | $108.8K | 0.01% | +27+1.9% | Added |
| Colonial Trust Advisors | 1,488 | $109.3K | 0.01% | +129+9.5% | Added |
| Leonteq Securities AG | 1,500 | $110.2K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,521 | $111.8K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,567 | $115.1K | 0.01% | −50−3.1% | Reduced |
| Crews Bank & Trust | 1,568 | $115.2K | 0.02% | −575−26.8% | Reduced |
| Rossby Financial, LCC | 1,577 | $115.9K | 0.04% | +106+7.2% | Added |
| Winthrop Capital Management, LLC | 1,616 | $119.0K | 0.03% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,720 | $126.4K | 0.04% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,802 | $132.4K | 0.04% | −1,099−37.9% | Reduced |
| Pinnacle Bancorp, Inc. | 1,814 | $133.3K | 0.04% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 1,866 | $137.1K | 0.04% | −60−3.1% | Reduced |
| Noble Wealth Management PBC | 1,886 | $138.6K | 0.07% | +1,886 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,896 | $139.4K | 0.05% | +1,896 | New |
| Boit C F David | 2,000 | $141.7K | 0.06% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,933 | $143.5K | 0.01% | −242−11.1% | Reduced |
| Union Bancaire Privee, UBP SA | 2,052 | $146.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 1,989 | $146.1K | 0.09% | +1,989 | New |
| AdvisorNet Financial, Inc | 2,013 | $147.9K | 0.01% | −452−18.3% | Reduced |
| Compagnie Lombard Odier SCmA | 2,030 | $149.2K | 0.00% | −315−13.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,130 | $156.5K | 0.01% | +2,009+1,660.3% | Added |
| MTM Investment Management, LLC | 2,155 | $158.4K | 0.05% | +5+0.2% | Added |
| Laurel Wealth Advisors LLC | 2,165 | $159.1K | 0.02% | +2,165 | New |
| Virtus Investment Advisers, Inc. | 2,240 | $164.6K | 0.04% | +2,240 | New |
| Essential Investment Partners LLC | 2,245 | $165.0K | 0.16% | +2,245 | New |
| Foster Dykema Cabot & Partners, LLC | 2,327 | $171.0K | 0.01% | −200−7.9% | Reduced |
| Elgethun Capital Management | 2,361 | $173.5K | 0.03% | −65−2.7% | Reduced |
| Nisa Investment Advisors, LLC | 2,361 | $173.5K | 0.00% | +108+4.8% | Added |
| United Community Bank | 2,410 | $177.1K | 0.07% | −3,760−60.9% | Reduced |
| City Holding Co | 2,438 | $179.1K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,438 | $179.1K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,480 | $182.2K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 2,500 | $184.0K | 0.04% | −153−5.8% | Reduced |
| McMillan Office, Inc. | 2,522 | $185.3K | 0.02% | +2,522 | New |
| Riverview Trust Co | 2,629 | $193.2K | 0.23% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,718 | $199.8K | 0.05% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 2,723 | $200.1K | 0.08% | +2,723 | New |
| SHP Wealth Management | 2,726 | $200.3K | 0.02% | +2,726 | New |
| Aspen Grove Capital, LLC | 2,729 | $200.6K | 0.03% | +2,729 | New |
| Argus Investors' Counsel, Inc. | 2,731 | $200.7K | 0.16% | +2,731 | New |
| Confluence Wealth Services, Inc. | 2,733 | $200.8K | 0.01% | −433−13.7% | Reduced |
| PFW Advisors LLC | 2,737 | $201.1K | 0.06% | −92−3.3% | Reduced |
| Focus Financial Network, Inc. | 2,761 | $202.9K | 0.01% | +2,761 | New |
| Avantax Planning Partners, Inc. | 2,762 | $203.0K | 0.01% | +2,762 | New |
| Trust Co | 2,820 | $207.2K | 0.02% | +29+1.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,754 | $207.3K | 0.03% | −98−3.4% | Reduced |
| Oakworth Capital, Inc. | 2,833 | $208.2K | 0.01% | 00.0% | Unchanged |
| Spinnaker Trust | 2,833 | $208.2K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,842 | $208.8K | 0.01% | +618+27.8% | Added |
| Northstar Financial Companies, Inc. | 2,843 | $208.9K | 0.17% | −3,496−55.2% | Reduced |
| Canandaigua National Bank & Trust Co | 2,847 | $209.2K | 0.02% | −75−2.6% | Reduced |
| one8zero8, LLC | 2,850 | $209.4K | 0.05% | +2,850 | New |
| Leibman Financial Services, Inc. | 2,856 | $209.9K | 0.15% | +12+0.4% | Added |
| XML Financial, LLC | 2,866 | $210.6K | 0.02% | +2,866 | New |
| Mayflower Financial Advisors, LLC | 2,867 | $210.7K | 0.03% | +2,867 | New |
| 1st Source Bank | 2,878 | $211.5K | 0.01% | −181−5.9% | Reduced |
| Marin Bay Wealth Advisors, LLC | 2,889 | $212.3K | 0.12% | +2,889 | New |
| Steel Peak Wealth Management LLC | 2,915 | $214.2K | 0.01% | −3,063−51.2% | Reduced |
| Seeds Investor LLC | 2,929 | $215.2K | 0.04% | +2,929 | New |
| Goelzer Investment Management, Inc. | 2,932 | $215.4K | 0.01% | +2,932 | New |
| Nilsine Partners, LLC | 2,934 | $215.6K | 0.02% | +2,934 | New |
| Linscomb & Williams, Inc. | 2,934 | $215.6K | 0.01% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 2,943 | $216.3K | 0.02% | −187−6.0% | Reduced |
| Greatmark Investment Partners, Inc. | 2,943 | $216.3K | 0.03% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 2,950 | $216.8K | 0.03% | +2,950 | New |