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 |
|---|---|---|---|---|---|
| Braun-Bostich & Associates Inc. | 3,638 | $267.3K | 0.17% | −137−3.6% | Reduced |
| Sentry LLC | 3,642 | $267.6K | 0.07% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,651 | $268.3K | 0.03% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 3,655 | $268.6K | 0.08% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,804 | $269.4K | 0.14% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 3,672 | $269.8K | 0.00% | +3,672 | New |
| Investors Asset Management of Georgia Inc | 3,675 | $270.0K | 0.11% | 00.0% | Unchanged |
| Park Capital Management, LLC | 3,692 | $271.3K | 0.19% | −35−0.9% | Reduced |
| Viewpoint Investment Partners Corp | 3,700 | $271.9K | 0.13% | +3,700 | New |
| Horizon Investments, LLC | 3,703 | $272.1K | 0.00% | +182+5.2% | Added |
| StoneX Group Inc. | 3,740 | $274.5K | 0.01% | +121+3.3% | Added |
| Triad Wealth Partners, LLC | 3,741 | $274.9K | 0.03% | +483+14.8% | Added |
| Old Mission Investment Co LLC | 3,757 | $276.0K | 0.07% | −45−1.2% | Reduced |
| Klingman & Associates, LLC | 3,760 | $276.3K | 0.01% | +138+3.8% | Added |
| Chicago Partners Investment Group LLC | 3,757 | $277.1K | 0.01% | +147+4.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 3,779 | $277.7K | 0.01% | +3,779 | New |
| Naples Global Advisors, LLC | 3,783 | $278.0K | 0.02% | −660−14.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,785 | $278.1K | 0.01% | +3,785 | New |
| Cape Cod Five Cents Savings Bank | 4,225 | $278.6K | 0.03% | 00.0% | Unchanged |
| Brian Low Financial Group, LLC | 3,830 | $281.4K | 0.20% | +600+18.6% | Added |
| Syntegra Private Wealth Group, LLC | 3,838 | $282.0K | 0.03% | +34+0.9% | Added |
| Blue Chip Partners, Inc. | 3,848 | $282.8K | 0.02% | −129−3.2% | Reduced |
| Greenline Partners, LLC | 3,851 | $283.0K | 0.03% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 3,883 | $285.3K | 0.09% | +43+1.1% | Added |
| Woodward Diversified Capital, LLC | 3,915 | $287.7K | 0.13% | +175+4.7% | Added |
| Waldron Private Wealth LLC | 3,920 | $288.0K | 0.01% | 00.0% | Unchanged |
| Alchemi Wealth, LLC | 3,921 | $288.2K | 0.16% | +3,921 | New |
| Broadwater Capital Management LLC | 3,925 | $288.4K | 0.22% | −1,440−26.8% | Reduced |
| Rehmann Capital Advisory Group | 4,002 | $288.6K | 0.02% | −302−7.0% | Reduced |
| St Germain D J Co Inc | 3,951 | $290.3K | 0.01% | −793−16.7% | Reduced |
| Comprehensive Money Management Services LLC | 3,957 | $290.8K | 0.20% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 3,959 | $290.9K | 0.02% | +3,959 | New |
| Cassaday & Co Wealth Management LLC | 3,981 | $292.5K | 0.01% | +221+5.9% | Added |
| Sax Wealth Advisors, LLC | 3,983 | $292.7K | 0.01% | −33−0.8% | Reduced |
| ESL Trust Services, LLC | 3,984 | $292.7K | 0.06% | −61−1.5% | Reduced |
| Jacobi Capital Management LLC | 3,986 | $292.9K | 0.02% | −279−6.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 3,989 | $293.1K | 0.02% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 3,999 | $293.8K | 0.17% | +6+0.2% | Added |
| Abacus Planning Group, Inc. | 4,000 | $293.9K | 0.04% | +1,161+40.9% | Added |
| Villere St Denis J & Co LLC | 4,000 | $293.9K | 0.03% | −1,000−20.0% | Reduced |
| Chilton Investment Co LLC | 4,000 | $293.9K | 0.01% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 4,000 | $293.9K | 0.09% | 00.0% | Unchanged |
| RHS Financial, LLC | 4,001 | $294.0K | 0.14% | +4,001 | New |
| Northside Capital Management, LLC | 4,010 | $294.7K | 0.03% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 4,064 | $298.6K | 0.03% | +451+12.5% | Added |
| Indie Asset Partners, LLC | 4,065 | $298.7K | 0.33% | 00.0% | Unchanged |
| Cooper Financial Group | 4,067 | $298.9K | 0.03% | +317+8.5% | Added |
| Ballew Advisors, Inc | 4,100 | $300.0K | 0.17% | −195−4.5% | Reduced |
| Clear Trail Advisors, LLC | 4,087 | $300.3K | 0.07% | +4,087 | New |
| Lafayette Investments, Inc. | 4,103 | $301.5K | 0.06% | 00.0% | Unchanged |
| Goodman Financial Corp | 4,112 | $302.1K | 0.06% | +58+1.4% | Added |
| Welch Group, LLC | 4,115 | $302.4K | 0.01% | +185+4.7% | Added |
| Clear Harbor Asset Management, LLC | 4,124 | $303.0K | 0.02% | +4,124 | New |
| Doliver Advisors, LP | 4,132 | $303.6K | 0.08% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 4,142 | $304.4K | 0.02% | +182+4.6% | Added |
| We Are One Seven, LLC | 4,143 | $304.4K | 0.01% | −167−3.9% | Reduced |
| Concorde Asset Management, LLC | 4,148 | $304.8K | 0.12% | +25+0.6% | Added |
| Flatrock Wealth Partners LLC | 4,150 | $304.9K | 0.15% | +4,150 | New |
| Syverson Strege & Co | 4,150 | $304.9K | 0.07% | −83−2.0% | Reduced |
| Titleist Asset Management, LLC | 4,165 | $306.0K | 0.02% | −822−16.5% | Reduced |
| Signature Wealth Management Partners, LLC | 4,168 | $306.3K | 0.15% | 00.0% | Unchanged |
| Hara Capital LLC | 4,170 | $306.4K | 0.17% | 00.0% | Unchanged |
| Westmount Partners, LLC | 4,210 | $309.4K | 0.08% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 4,211 | $309.4K | 0.04% | +4,211 | New |
| Diligent Investors, LLC | 4,230 | $310.8K | 0.08% | +3+0.1% | Added |
| Red Door Wealth Management, LLC | 4,243 | $311.8K | 0.03% | −750−15.0% | Reduced |
| Eagle Harbor Asset Management Inc | 4,249 | $312.2K | 0.26% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 4,250 | $312.3K | 0.07% | 00.0% | Unchanged |
| Marco Investment Management LLC | 4,272 | $313.9K | 0.02% | −10−0.2% | Reduced |
| Johnson Financial Group, Inc. | 4,293 | $315.5K | 0.01% | −735−14.6% | Reduced |
| Advisor OS, LLC | 4,298 | $315.8K | 0.03% | +4,298 | New |
| Traveka Wealth, LLC | 4,313 | $316.9K | 0.13% | −22−0.5% | Reduced |
| Sepio Capital, LP | 4,317 | $317.2K | 0.02% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 4,328 | $318.0K | 0.07% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 4,365 | $319.5K | 0.01% | +971+28.6% | Added |
| Integrity Alliance, LLC. | 4,357 | $320.2K | 0.01% | +1,518+53.5% | Added |
| Granite Investment Partners, LLC | 4,358 | $320.2K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,397 | $323.1K | 0.02% | −229−5.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 4,400 | $323.3K | 0.08% | 00.0% | Unchanged |
| Alteri Wealth LLC | 4,404 | $323.6K | 0.10% | −57−1.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,412 | $324.2K | 0.11% | −747−14.5% | Reduced |
| Grange Capital, LLC | 4,413 | $324.3K | 0.31% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 4,415 | $324.4K | 0.17% | +25+0.6% | Added |
| Venturi Wealth Management, LLC | 4,420 | $324.8K | 0.01% | +792+21.8% | Added |
| Colter Lewis Investment Partners LLC | 4,427 | $325.3K | 0.38% | +4,427 | New |
| First Financial Corp | 4,444 | $326.5K | 0.12% | 00.0% | Unchanged |
| RDA Financial Network | 4,501 | $330.7K | 0.08% | +22+0.5% | Added |
| Carret Asset Management, LLC | 4,536 | $333.3K | 0.03% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 4,550 | $334.4K | 0.14% | +8+0.2% | Added |
| Gateway Wealth Partners, LLC | 4,551 | $334.4K | 0.04% | +487+12.0% | Added |
| Argent Advisors, Inc. | 4,556 | $334.8K | 0.09% | −161−3.4% | Reduced |
| Anchor Investment Management, LLC | 4,585 | $336.9K | 0.03% | −312−6.4% | Reduced |
| Angeles Wealth Management, LLC | 4,595 | $337.6K | 0.02% | +547+13.5% | Added |
| McAdam, LLC | 4,607 | $338.5K | 0.02% | −125−2.6% | Reduced |
| Canopy Partners, LLC | 4,619 | $339.4K | 0.11% | −128−2.7% | Reduced |
| International Assets Investment Management, LLC | 4,629 | $340.1K | 0.02% | −67−1.4% | Reduced |
| Ameritas Advisory Services, LLC | 4,645 | $341.3K | 0.01% | −594−11.3% | Reduced |
| Greenfield Savings Bank | 4,654 | $342.0K | 0.14% | −225−4.6% | Reduced |
| Southeast Asset Advisors Inc. | 4,660 | $342.4K | 0.03% | +280+6.4% | Added |
| Cache Advisors, LLC | 4,688 | $344.5K | 0.04% | 00.0% | Unchanged |