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 |
|---|---|---|---|---|---|
| Parvin Asset Management, LLC | 4,700 | $345.4K | 0.28% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,700 | $345.4K | 0.00% | +101+2.2% | Added |
| Paragon Capital Management LLC | 4,712 | $346.2K | 0.18% | +31+0.7% | Added |
| Freestone Capital Holdings, LLC | 4,714 | $346.4K | 0.01% | −295−5.9% | Reduced |
| Broyhill Asset Management | 4,740 | $348.3K | 0.31% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 4,746 | $348.7K | 0.06% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 4,746 | $348.7K | 0.06% | +186+4.1% | Added |
| Baron Wealth Management LLC | 4,754 | $349.3K | 0.11% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,773 | $351.0K | 0.01% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 4,777 | $351.0K | 0.27% | −333−6.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,780 | $351.3K | 0.09% | +844+21.4% | Added |
| Financial Management Professionals, Inc. | 4,796 | $352.4K | 0.04% | +743+18.3% | Added |
| Brave Asset Management Inc | 4,800 | $352.7K | 0.08% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,827 | $354.7K | 0.02% | +12+0.2% | Added |
| Breakwater Capital Group | 4,828 | $354.8K | 0.05% | +86+1.8% | Added |
| Bank of Nova Scotia | 4,829 | $354.8K | 0.00% | +1,829+61.0% | Added |
| Atlas Brown,Inc. | 4,848 | $356.2K | 0.11% | +6+0.1% | Added |
| Ransom Advisory, Ltd | 4,851 | $356.5K | 0.14% | +590+13.8% | Added |
| E&G Advisors, LP | 4,860 | $357.1K | 0.08% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 4,863 | $357.3K | 0.00% | −115−2.3% | Reduced |
| Ledyard National Bank | 4,863 | $357.3K | 0.03% | −25−0.5% | Reduced |
| Insight 2811, Inc. | 4,900 | $360.1K | 0.16% | −50−1.0% | Reduced |
| Plan Group Financial, LLC | 4,904 | $360.3K | 0.09% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 4,908 | $360.6K | 0.02% | +4,908 | New |
| Ti-Trust, Inc | 4,920 | $361.5K | 0.22% | −30−0.6% | Reduced |
| Icon Wealth Advisors, LLC | 4,932 | $363.2K | 0.02% | −139−2.7% | Reduced |
| Tucker Asset Management LLC | 4,944 | $363.3K | 0.11% | −270−5.2% | Reduced |
| Resurgent Financial Advisors LLC | 4,954 | $364.0K | 0.18% | +4,954 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $365.0K | 0.04% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 4,975 | $365.6K | 0.10% | −300−5.7% | Reduced |
| Hardman Johnston Global Advisors LLC | 5,000 | $367.4K | 0.02% | 00.0% | Unchanged |
| VPR Management LLC | 5,000 | $367.4K | 0.16% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 5,011 | $367.9K | 0.03% | +112+2.3% | Added |
| Chelsea Counsel Co | 5,012 | $368.3K | 0.16% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,031 | $369.7K | 0.08% | −99−1.9% | Reduced |
| Lantz Financial LLC | 5,048 | $370.9K | 0.08% | +14+0.3% | Added |
| Tritonpoint Wealth, LLC | 5,067 | $372.3K | 0.04% | −135−2.6% | Reduced |
| American Money Management, LLC | 5,072 | $372.7K | 0.06% | −72−1.4% | Reduced |
| Larson Financial Group LLC | 5,079 | $373.2K | 0.01% | +37+0.7% | Added |
| Lunt Capital Management, Inc. | 5,099 | $374.7K | 0.14% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 5,100 | $374.7K | 0.16% | 00.0% | Unchanged |
| Cullinan Associates Inc | 5,100 | $374.7K | 0.03% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 5,126 | $376.6K | 0.03% | +853+20.0% | Added |
| JFS Wealth Advisors, LLC | 5,126 | $376.7K | 0.02% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 5,126 | $376.7K | 0.01% | +635+14.1% | Added |
| Patten & Patten Inc | 5,160 | $379.2K | 0.02% | −250−4.6% | Reduced |
| Cordatus Wealth Management LLC | 5,181 | $380.7K | 0.09% | −319−5.8% | Reduced |
| Resonant Capital Advisors, LLC | 5,188 | $381.2K | 0.02% | −34−0.7% | Reduced |
| Vista Investment Partners LLC | 5,194 | $381.7K | 0.10% | +39+0.8% | Added |
| NWF Advisory Services Inc. | 5,204 | $382.5K | 0.04% | +53+1.0% | Added |
| Diversify Advisory Services, LLC | 5,157 | $382.9K | 0.01% | −31−0.6% | Reduced |
| Circle Wealth Management, LLC | 5,212 | $383.0K | 0.01% | −1,290−19.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,218 | $383.5K | 0.01% | +217+4.3% | Added |
| MidFirst Bank | 5,221 | $383.6K | 0.03% | +5,221 | New |
| Personal Cfo Solutions, LLC | 5,223 | $383.8K | 0.06% | +62+1.2% | Added |
| Element Wealth, LLC | 5,251 | $385.9K | 0.16% | +27+0.5% | Added |
| PFS Partners, LLC | 5,256 | $386.2K | 0.18% | +48+0.9% | Added |
| DSG Capital Advisors, LLC | 5,276 | $387.4K | 0.06% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5,273 | $387.5K | 0.02% | +490+10.2% | Added |
| Transamerica Financial Advisors, Inc. | 5,338 | $392.2K | 0.03% | +453+9.3% | Added |
| Nations Financial Group Inc, | 5,339 | $392.4K | 0.02% | +2,174+68.7% | Added |
| Northeast Investment Management | 5,354 | $393.4K | 0.02% | −962−15.2% | Reduced |
| Encompass More Asset Management | 5,364 | $394.2K | 0.07% | −14−0.3% | Reduced |
| Berkeley Capital Partners, LLC | 5,432 | $399.1K | 0.09% | −12−0.2% | Reduced |
| Puzo Michael J | 5,450 | $400.5K | 0.11% | 00.0% | Unchanged |
| FLC Capital Advisors | 5,468 | $401.8K | 0.07% | +293+5.7% | Added |
| NorthRock Partners, LLC | 5,471 | $402.1K | 0.01% | +5,471 | New |
| Foster Victor Wealth Advisors, LLC | 5,430 | $403.2K | 0.02% | +831+18.1% | Added |
| Brookstone Capital Management | 5,489 | $403.3K | 0.00% | +1,247+29.4% | Added |
| First Citizens Bank & Trust Co | 5,495 | $403.8K | 0.01% | +2,129+63.3% | Added |
| CFS Investment Advisory Services, LLC | 5,517 | $405.4K | 0.03% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 5,518 | $405.4K | 0.01% | −1,782−24.4% | Reduced |
| Bridges Investment Management Inc | 5,518 | $405.5K | 0.01% | −103−1.8% | Reduced |
| Bill Few Associates, Inc. | 5,531 | $406.4K | 0.10% | −689−11.1% | Reduced |
| Avestar Capital, LLC | 5,552 | $408.0K | 0.03% | −98−1.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 5,576 | $409.0K | 0.07% | +115+2.1% | Added |
| Hardin Capital Partners, LLC | 5,605 | $411.9K | 0.19% | +76+1.4% | Added |
| Wulff, Hansen & Co. | 5,611 | $412.3K | 0.35% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 5,620 | $413.0K | 0.03% | +231+4.3% | Added |
| Anchyra Partners LLC | 5,646 | $414.9K | 0.13% | +5,646 | New |
| Community Bank of Raymore | 5,650 | $415.2K | 0.28% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,674 | $416.9K | 0.10% | +600+11.8% | Added |
| Moneta Group Investment Advisors LLC | 5,688 | $417.9K | 0.00% | +1,012+21.6% | Added |
| Rexford Capital Inc | 5,688 | $418.0K | 0.32% | +40+0.7% | Added |
| SG Trading Solutions, LLC | 5,706 | $419.0K | 0.10% | +5,706 | New |
| Balyasny Asset Management LLC | 5,727 | $420.8K | 0.00% | −6,131−51.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,752 | $422.6K | 0.04% | −76−1.3% | Reduced |
| Elevated Private Wealth, LLC | 5,790 | $425.4K | 0.44% | +5,790 | New |
| Picton Mahoney Asset Management | 11,600 | $428.8K | 0.00% | +11,600 | New |
| Elevated Capital Advisors, LLC | 5,881 | $432.1K | 0.10% | +22+0.4% | Added |
| NorthCrest Asset Manangement, LLC | 5,762 | $432.4K | 0.01% | +1,919+49.9% | Added |
| Argent Trust Co | 5,903 | $433.8K | 0.01% | −494−7.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,905 | $433.9K | 0.03% | +5,905 | New |
| Alessandra Capital Management, LLC | 5,922 | $435.1K | 0.39% | +5,922 | New |
| Wallace Advisory Group, LLC | 5,937 | $436.3K | 0.46% | −3,028−33.8% | Reduced |
| Resources Investment Advisors, LLC. | 5,970 | $438.6K | 0.00% | −951−13.7% | Reduced |
| Capital Investment Advisory Services, LLC | 5,991 | $440.2K | 0.03% | +12+0.2% | Added |
| Strategic Advisors LLC | 6,000 | $440.9K | 0.07% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 6,000 | $440.9K | 0.04% | 00.0% | Unchanged |
| Commons Capital, LLC | 6,000 | $440.9K | 0.31% | 00.0% | Unchanged |