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 |
|---|---|---|---|---|---|
| North Ridge Wealth Advisors, Inc. | 2,952 | $216.9K | 0.12% | 00.0% | Unchanged |
| MKT Advisors LLC | 2,900 | $217.6K | 0.07% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 2,963 | $217.7K | 0.01% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 2,965 | $217.9K | 0.02% | 00.0% | Unchanged |
| Addison Capital Co | 2,968 | $218.1K | 0.05% | +3+0.1% | Added |
| Choice Wealth Advisors, LLC | 2,976 | $218.7K | 0.09% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,978 | $218.8K | 0.04% | +9+0.3% | Added |
| Dunhill Financial, LLC | 2,994 | $220.0K | 0.05% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,000 | $220.4K | 0.25% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,000 | $220.4K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 3,000 | $220.4K | 0.13% | 00.0% | Unchanged |
| Pavaki Capital Management LLC | 3,000 | $220.4K | 0.15% | +3,000 | New |
| Perennial Investment Advisors, LLC | 3,008 | $221.0K | 0.02% | +3,008 | New |
| CFM Wealth Partners LLC | 3,020 | $221.9K | 0.03% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,028 | $222.5K | 0.01% | −341−10.1% | Reduced |
| Narus Financial Partners, LLC | 3,028 | $222.5K | 0.06% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 3,029 | $222.6K | 0.11% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 3,045 | $223.8K | 0.15% | +3,045 | New |
| Archer Investment Corp | 3,074 | $225.9K | 0.05% | −61−1.9% | Reduced |
| MOR Wealth Management, LLC | 3,086 | $226.8K | 0.10% | +3,086 | New |
| Roundview Capital LLC | 3,088 | $226.9K | 0.01% | +21+0.7% | Added |
| Tufton Capital Management | 3,100 | $227.0K | 0.04% | −94−2.9% | Reduced |
| Appleton Partners Inc | 3,086 | $227.0K | 0.01% | 00.0% | Unchanged |
| Ridge Creek Global, Inc | 3,093 | $227.3K | 0.19% | +3,093 | New |
| Warther Private Wealth, LLC | 3,099 | $227.7K | 0.05% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,120 | $229.3K | 0.04% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 3,171 | $229.7K | 0.06% | +5+0.2% | Added |
| M1 Capital Management LLC | 3,133 | $230.2K | 0.10% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,134 | $230.3K | 0.01% | −117−3.6% | Reduced |
| ZEGA Investments, LLC | 3,139 | $230.7K | 0.04% | −59−1.8% | Reduced |
| FMB Wealth Management | 3,145 | $231.1K | 0.09% | −3−0.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 3,146 | $231.2K | 0.04% | −10.0% | Reduced |
| Peoples Financial Services Corp. | 3,150 | $231.4K | 0.11% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 3,153 | $232.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,163 | $232.4K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,169 | $233.0K | 0.03% | −200−5.9% | Reduced |
| Counterweight Ventures, LLC | 3,175 | $233.3K | 0.13% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 3,176 | $233.4K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 3,185 | $234.0K | 0.01% | +3,185 | New |
| Graves-Light Private Wealth Management, Inc. | 3,196 | $234.8K | 0.02% | 00.0% | Unchanged |
| United Advisor Group, LLC | 3,198 | $235.0K | 0.03% | +3,198 | New |
| Corient IA LLC | 3,200 | $235.1K | 0.22% | −1,800−36.0% | Reduced |
| SeaBridge Investment Advisors LLC | 3,200 | $235.1K | 0.04% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,202 | $235.3K | 0.03% | +66+2.1% | Added |
| FourThought Financial Partners, LLC | 3,226 | $237.0K | 0.02% | +89+2.8% | Added |
| Clarus Group, Inc. | 3,227 | $237.1K | 0.09% | +9+0.3% | Added |
| Tevis Investment Management | 3,329 | $238.1K | 0.14% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 3,250 | $238.8K | 0.11% | 00.0% | Unchanged |
| Foster Group, Inc. | 3,252 | $239.0K | 0.01% | −1,006−23.6% | Reduced |
| Fulton Bank, N.A. | 3,256 | $239.3K | 0.01% | +118+3.8% | Added |
| PFG Private Wealth Management, LLC | 3,260 | $239.5K | 0.10% | +3,260 | New |
| Capital Performance Advisors LLP | 3,266 | $240.0K | 0.02% | +132+4.2% | Added |
| BCS Wealth Management | 3,270 | $240.3K | 0.02% | +3,270 | New |
| Kingswood Wealth Advisors, LLC | 3,275 | $240.7K | 0.01% | +3,275 | New |
| Riverbridge Partners LLC | 3,278 | $240.9K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 3,284 | $241.3K | 0.01% | +3,284 | New |
| Fiduciary Group LLC | 3,286 | $241.5K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,291 | $241.8K | 0.04% | +33+1.0% | Added |
| Werba Rubin Papier Wealth Management | 3,296 | $242.2K | 0.07% | −6−0.2% | Reduced |
| Pathway Financial Advisors LLC | 3,323 | $242.2K | 0.03% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 3,302 | $242.6K | 0.11% | +3,302 | New |
| Principal Street Partners, LLC | 3,308 | $243.1K | 0.04% | −2,708−45.0% | Reduced |
| Financial & Tax Architects, LLC | 3,318 | $243.8K | 0.05% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 3,318 | $243.8K | 0.18% | +3,318 | New |
| Berkshire Asset Management LLC | 3,321 | $244.0K | 0.01% | −9−0.3% | Reduced |
| Tranquility Partners, LLC | 3,337 | $245.2K | 0.09% | −1,025−23.5% | Reduced |
| Palisade Asset Management, LLC | 3,350 | $246.2K | 0.02% | −601−15.2% | Reduced |
| SFMG, LLC | 3,364 | $247.2K | 0.02% | +253+8.1% | Added |
| Procyon Private Wealth Partners, LLC | 3,368 | $247.5K | 0.01% | +3,368 | New |
| Atlas Capital Advisors LLC | 3,376 | $248.1K | 0.03% | +3,376 | New |
| Silver Oak Securities, Inc | 3,370 | $248.8K | 0.02% | +120+3.7% | Added |
| Ascension Capital Advisors, Inc. | 3,400 | $249.8K | 0.09% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 3,431 | $252.1K | 0.06% | −8−0.2% | Reduced |
| GTS Securities LLC | 3,442 | $252.9K | 0.01% | +3,442 | New |
| Jamison Private Wealth Management, Inc. | 3,446 | $253.2K | 0.03% | +12+0.3% | Added |
| Addison Advisors LLC | 3,455 | $253.9K | 0.06% | −40−1.1% | Reduced |
| Purkiss Capital Advisors LLC | 3,457 | $254.0K | 0.12% | +10.0% | Added |
| Phillips Wealth Planners LLC | 3,451 | $254.7K | 0.20% | −90−2.5% | Reduced |
| Kozak & Associates, Inc. | 3,598 | $254.8K | 0.05% | +10.0% | Added |
| Western Wealth Management, LLC | 3,470 | $255.0K | 0.01% | +3,470 | New |
| David Loasby | 3,568 | $255.7K | 0.02% | +104+3.0% | Added |
| SmartHarvest Portfolios, LLC | 3,482 | $255.9K | 0.09% | +3,482 | New |
| Founders Capital Management, LLC | 3,496 | $256.9K | 0.04% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 3,500 | $257.2K | 0.23% | +3,500 | New |
| Crescent Grove Advisors, LLC | 3,504 | $257.5K | 0.02% | −660−15.9% | Reduced |
| Symphony Financial, Ltd. Co. | 3,491 | $257.7K | 0.03% | −490−12.3% | Reduced |
| North Star Asset Management Inc | 3,510 | $257.9K | 0.01% | +214+6.5% | Added |
| Berger Financial Group, Inc | 3,519 | $258.6K | 0.01% | +10.0% | Added |
| BLB&B Advisors, LLC | 3,519 | $258.6K | 0.01% | +171+5.1% | Added |
| Weinberger Asset Management, Inc | 3,521 | $258.7K | 0.09% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,534 | $259.7K | 0.01% | +612+20.9% | Added |
| Tyche Wealth Partners LLC | 3,562 | $261.7K | 0.04% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,570 | $262.3K | 0.00% | −2,315−39.3% | Reduced |
| Seven Mile Advisory | 3,578 | $262.9K | 0.05% | −1,966−35.5% | Reduced |
| Keudell/Morrison Wealth Management | 3,584 | $263.4K | 0.06% | +3,584 | New |
| Parsons Capital Management Inc | 3,585 | $263.4K | 0.01% | −50−1.4% | Reduced |
| Triune Financial Partners, LLC | 3,429 | $264.1K | 0.06% | +34+1.0% | Added |
| CRA Financial Services, LLC | 3,605 | $264.9K | 0.03% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 3,628 | $266.6K | 0.02% | +3,628 | New |
| Baldwin Investment Management, LLC | 3,629 | $266.7K | 0.03% | −3,043−45.6% | Reduced |