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 |
|---|---|---|---|---|---|
| Osborne Partners Capital Management, LLC | 6,015 | $442.0K | 0.02% | −3,985−39.9% | Reduced |
| Balentine LLC | 6,059 | $445.2K | 0.02% | +2,640+77.2% | Added |
| Holistic Planning, LLC | 6,061 | $445.4K | 0.09% | −184−2.9% | Reduced |
| Trust Co of Virginia | 6,072 | $446.2K | 0.04% | −400−6.2% | Reduced |
| Hamel Associates, Inc. | 6,050 | $446.2K | 0.13% | 00.0% | Unchanged |
| Ascent Group, LLC | 6,079 | $446.7K | 0.02% | −512−7.8% | Reduced |
| Summit Global Investments | 6,077 | $447.0K | 0.03% | +6,077 | New |
| Guggenheim Capital LLC | 6,099 | $448.2K | 0.00% | −841−12.1% | Reduced |
| Axxcess Wealth Management, LLC | 6,103 | $448.5K | 0.01% | −5−0.1% | Reduced |
| RiverFront Investment Group, LLC | 6,115 | $449.3K | 0.01% | +94+1.6% | Added |
| Rothschild Investment LLC | 6,115 | $449.3K | 0.02% | +49+0.8% | Added |
| Journey Retirement Planning & Investment Management LLC | 6,120 | $449.6K | 0.09% | +6,120 | New |
| Arkfeld Wealth Strategies, L.L.C. | 6,300 | $450.7K | 0.15% | +41+0.7% | Added |
| Legacy Capital Wealth Partners, LLC | 6,138 | $451.1K | 0.10% | +379+6.6% | Added |
| Sittner & Nelson, LLC | 5,995 | $451.4K | 0.16% | +20.0% | Added |
| Romano Brothers and Company | 6,150 | $451.9K | 0.05% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 6,159 | $452.6K | 0.04% | −217−3.4% | Reduced |
| Sonoma Allocations LLC | 5,960 | $454.3K | 0.15% | +1,157+24.1% | Added |
| Hardy Reed LLC | 6,185 | $454.5K | 0.03% | +739+13.6% | Added |
| AMG National Trust Bank | 6,224 | $457.3K | 0.01% | +1,330+27.2% | Added |
| Modera Wealth Management, LLC | 6,227 | $457.5K | 0.01% | +325+5.5% | Added |
| Minot DeBlois Advisors LLC | 6,254 | $459.5K | 0.41% | −9−0.1% | Reduced |
| Xxi Wealth, LLC | 6,283 | $461.7K | 0.28% | +6,283 | New |
| Gallagher Fiduciary Advisors, LLC | 6,291 | $462.3K | 0.01% | −154−2.4% | Reduced |
| Rossmore Private Capital | 6,308 | $463.5K | 0.04% | −150−2.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 6,326 | $464.8K | 0.11% | −786−11.1% | Reduced |
| Alliance Wealth Advisors, LLC | 6,327 | $464.9K | 0.10% | −2,425−27.7% | Reduced |
| Beaton Management Co. Inc. | 6,390 | $470.0K | 0.21% | −60−0.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,402 | $470.4K | 0.13% | −488−7.1% | Reduced |
| Ancora Advisors, LLC | 6,411 | $471.1K | 0.01% | +526+8.9% | Added |
| Essex Savings Bank | 6,417 | $471.5K | 0.10% | +4+0.1% | Added |
| Capital Advisors Inc | 6,419 | $471.7K | 0.01% | −21−0.3% | Reduced |
| Keel Point, LLC | 6,426 | $472.2K | 0.03% | −311−4.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 6,455 | $474.3K | 0.03% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,500 | $477.6K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 6,503 | $477.9K | 0.01% | +72+1.1% | Added |
| Cromwell Holdings LLC | 6,552 | $481.4K | 0.26% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 6,558 | $481.9K | 0.26% | +64+1.0% | Added |
| BigSur Wealth Management LLC | 6,586 | $483.9K | 0.12% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 6,590 | $484.2K | 0.20% | 00.0% | Unchanged |
| Krilogy Financial LLC | 6,613 | $484.4K | 0.02% | +3,713+128.0% | Added |
| Gsa Capital Partners LLP | 6,615 | $486.0K | 0.04% | +6,615 | New |
| Beacon Capital Management, LLC | 6,616 | $486.1K | 0.08% | +186+2.9% | Added |
| Peregrine Asset Advisers, Inc. | 6,659 | $489.3K | 0.14% | +24+0.4% | Added |
| Nautilus Advisors LLC | 6,662 | $489.5K | 0.32% | +4+0.1% | Added |
| Eads & Heald Wealth Management | 6,676 | $490.6K | 0.24% | +3,230+93.7% | Added |
| Venture Visionary Partners LLC | 6,678 | $490.7K | 0.02% | +4+0.1% | Added |
| Dorato Capital Management | 6,612 | $491.6K | 0.37% | +6,612 | New |
| Eastern Bank | 6,703 | $492.5K | 0.01% | −138−2.0% | Reduced |
| NTV Asset Management LLC | 6,719 | $493.7K | 0.05% | +687+11.4% | Added |
| Avant Capital LLC | 6,748 | $495.8K | 0.34% | 00.0% | Unchanged |
| Frec Markets, Inc. | 6,783 | $498.4K | 0.15% | +6,783 | New |
| Camden Capital, LLC | 6,809 | $500.4K | 0.03% | −3,078−31.1% | Reduced |
| Courier Capital LLC | 6,830 | $501.9K | 0.03% | +20+0.3% | Added |
| Buckingham Strategic Partners | 6,831 | $502.0K | 0.01% | +1,440+26.7% | Added |
| Financial Advisory Service, Inc. | 6,848 | $503.2K | 0.03% | +41+0.6% | Added |
| LMCG Investments, LLC | 6,851 | $503.4K | 0.03% | −123−1.8% | Reduced |
| Harbour Capital Advisors, LLC | 6,693 | $504.9K | 0.10% | +325+5.1% | Added |
| Modern Wealth Management, LLC | 6,877 | $505.3K | 0.01% | +608+9.7% | Added |
| BKD Wealth Advisors, LLC | 6,883 | $505.8K | 0.01% | +71+1.0% | Added |
| 17 Capital Partners, LLC | 6,886 | $506.0K | 0.26% | +3,451+100.5% | Added |
| Kavar Capital Partners Group, LLC | 6,923 | $508.7K | 0.07% | +39+0.6% | Added |
| Seed Wealth Management, Inc. | 6,927 | $509.0K | 0.35% | −300−4.2% | Reduced |
| First National Bank of Hutchinson | 6,951 | $510.8K | 0.30% | +17+0.2% | Added |
| Woodmont Investment Counsel LLC | 6,973 | $512.4K | 0.03% | 00.0% | Unchanged |
| Farmers Trust Co | 6,992 | $513.8K | 0.08% | +500+7.7% | Added |
| Parkside Financial Bank & Trust | 7,024 | $516.1K | 0.04% | +512+7.9% | Added |
| Select Asset Management & Trust | 7,074 | $520.0K | 0.16% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7,080 | $520.2K | 0.00% | −665−8.6% | Reduced |
| Janus Henderson Group PLC | 7,081 | $520.3K | 0.00% | +55+0.8% | Added |
| Drive Wealth Management, LLC | 7,088 | $520.8K | 0.10% | +22+0.3% | Added |
| Washington Trust Co | 7,100 | $521.7K | 0.02% | +576+8.8% | Added |
| Harbour Investments, Inc. | 7,117 | $523.0K | 0.01% | −33−0.5% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 7,126 | $523.6K | 0.21% | +112+1.6% | Added |
| BKM Wealth Management, LLC | 7,130 | $523.9K | 0.19% | −193−2.6% | Reduced |
| Vaughan David Investments LLC | 7,130 | $524.0K | 0.01% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 7,185 | $528.0K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,207 | $529.5K | 0.02% | −195−2.6% | Reduced |
| Global Trust Asset Management, LLC | 7,225 | $530.9K | 0.21% | +155+2.2% | Added |
| Umb Bank N A | 7,270 | $534.2K | 0.01% | −389−5.1% | Reduced |
| Indivisible Partners | 7,280 | $535.0K | 0.06% | +7,280 | New |
| Two Sigma Investments, LP | 7,300 | $536.4K | 0.00% | −19,100−72.3% | Reduced |
| GQG Partners LLC | 7,307 | $536.9K | 0.00% | −1,073−12.8% | Reduced |
| Davis R M Inc | 7,317 | $537.7K | 0.01% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 7,353 | $540.3K | 0.18% | +2,960+67.4% | Added |
| Councilmark Asset Management, LLC | 7,355 | $540.4K | 0.30% | −420−5.4% | Reduced |
| Plancorp, LLC | 7,413 | $544.7K | 0.02% | −70−0.9% | Reduced |
| Fielder Capital Group LLC | 7,415 | $544.9K | 0.12% | +1,302+21.3% | Added |
| James Investment Research Inc | 7,421 | $545.3K | 0.06% | +7,421 | New |
| Trust Co of Vermont | 7,426 | $545.7K | 0.02% | +126+1.7% | Added |
| Williams Jones Wealth Management, LLC. | 7,429 | $545.9K | 0.01% | −371−4.8% | Reduced |
| Focused Alpha, LLC | 7,434 | $546.3K | 0.16% | +7,434 | New |
| Beverly Hills Private Wealth, LLC | 7,463 | $548.4K | 0.09% | −84−1.1% | Reduced |
| Fractal Investments LLC | 7,500 | $551.1K | 0.08% | 00.0% | Unchanged |
| Mairs & Power Inc | 7,504 | $551.4K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 7,520 | $552.6K | 0.01% | −383−4.8% | Reduced |
| Mattern Wealth Management LLC | 7,520 | $552.6K | 0.11% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 7,526 | $553.0K | 0.09% | +11+0.1% | Added |
| Bogart Wealth, LLC | 7,536 | $553.7K | 0.02% | −4,361−36.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,544 | $554.4K | 0.00% | −757−9.1% | Reduced |