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 |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | 7,574 | $556.5K | 0.00% | −356−4.5% | Reduced |
| Calton & Associates, Inc. | 7,580 | $557.0K | 0.08% | +504+7.1% | Added |
| Estabrook Capital Management | 7,615 | $559.5K | 0.08% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 7,618 | $559.8K | 0.18% | −398−5.0% | Reduced |
| Albert D Mason Inc | 7,656 | $562.6K | 0.37% | +41+0.5% | Added |
| Gotham Asset Management, LLC | 7,678 | $564.2K | 0.00% | +835+12.2% | Added |
| DMG Group, LLC | 7,693 | $565.3K | 0.38% | −963−11.1% | Reduced |
| Dearborn Partners LLC | 7,694 | $565.3K | 0.03% | +142+1.9% | Added |
| Quotient Wealth Partners, LLC | 7,714 | $566.8K | 0.02% | +298+4.0% | Added |
| Probity Advisors, Inc. | 7,741 | $568.8K | 0.09% | −213−2.7% | Reduced |
| MONECO Advisors, LLC | 7,772 | $571.1K | 0.05% | +65+0.8% | Added |
| GW Henssler & Associates Ltd | 7,781 | $571.7K | 0.03% | −2,880−27.0% | Reduced |
| Simon Quick Advisors, LLC | 7,785 | $572.1K | 0.02% | −969−11.1% | Reduced |
| Investment Research Partners LLC | 7,815 | $574.3K | 0.25% | +710+10.0% | Added |
| Welch & Forbes LLC | 7,836 | $575.8K | 0.01% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 7,852 | $577.0K | 0.43% | +7,852 | New |
| Douglass Winthrop Advisors, LLC | 7,852 | $577.0K | 0.01% | +386+5.2% | Added |
| Old North State Trust, LLC | 7,857 | $577.0K | 0.34% | +1,594+25.5% | Added |
| Stock Yards Bank & Trust Co | 7,876 | $578.7K | 0.02% | −2,138−21.4% | Reduced |
| Hollencrest Capital Management | 7,906 | $580.9K | 0.02% | +10+0.1% | Added |
| Atlantic Trust, LLC | 7,909 | $581.1K | 0.09% | −242−3.0% | Reduced |
| Bruce G. Allen Investments, LLC | 7,914 | $581.5K | 0.39% | −15−0.2% | Reduced |
| Kovack Advisors, Inc. | 7,931 | $582.8K | 0.03% | +1,386+21.2% | Added |
| Tudor Investment Corp Et Al | 7,952 | $584.3K | 0.00% | −108,770−93.2% | Reduced |
| Orion Investment Co | 7,989 | $587.0K | 0.18% | 00.0% | Unchanged |
| Aries Wealth Management | 7,997 | $587.6K | 0.13% | −252−3.1% | Reduced |
| Principle Wealth Partners LLC | 8,000 | $587.8K | 0.03% | +346+4.5% | Added |
| R.H. Dinel Investment Counsel, Inc. | 8,015 | $588.9K | 0.43% | 00.0% | Unchanged |
| Conning Inc. | 8,032 | $590.2K | 0.02% | +946+13.4% | Added |
| Bulltick Wealth Management, LLC | 8,032 | $590.2K | 0.13% | +1,236+18.2% | Added |
| National Philanthropic Trust | 8,051 | $591.6K | 0.01% | +36+0.4% | Added |
| PFG Advisors | 8,064 | $592.6K | 0.03% | −4,573−36.2% | Reduced |
| Gryphon Financial Partners LLC | 8,119 | $596.6K | 0.06% | +518+6.8% | Added |
| NBT Bank N A | 8,198 | $600.0K | 0.04% | +73+0.9% | Added |
| Journey Strategic Wealth LLC | 8,200 | $602.5K | 0.02% | −166−2.0% | Reduced |
| Portland Global Advisors LLC | 8,205 | $602.9K | 0.06% | −350−4.1% | Reduced |
| Geneos Wealth Management Inc. | 8,210 | $603.3K | 0.01% | +192+2.4% | Added |
| Harrell Investment Partners, LLC | 8,212 | $603.4K | 0.14% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 8,217 | $603.8K | 0.32% | +284+3.6% | Added |
| EntryPoint Capital, LLC | 8,241 | $605.5K | 0.24% | +5,197+170.7% | Added |
| Private Trust Co NA | 8,248 | $606.1K | 0.05% | +701+9.3% | Added |
| Gibbs Wealth Management | 8,599 | $609.1K | 0.15% | +6+0.1% | Added |
| Sage Mountain Advisors LLC | 8,299 | $609.8K | 0.03% | −14−0.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 8,333 | $612.3K | 0.18% | +1,266+17.9% | Added |
| Jaffetilchin Investment Partners, LLC | 8,335 | $612.5K | 0.04% | −34−0.4% | Reduced |
| Philadelphia Trust Co | 8,350 | $614.0K | 0.04% | 00.0% | Unchanged |
| Boston Family Office LLC | 8,369 | $615.0K | 0.04% | −50−0.6% | Reduced |
| Monticello Wealth Management, LLC | 8,376 | $615.5K | 0.04% | +2,251+36.8% | Added |
| Inscription Capital, LLC | 8,396 | $616.9K | 0.06% | +7+0.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,204 | $618.9K | 0.00% | +587+7.7% | Added |
| Plan A Wealth LLC | 8,428 | $619.3K | 0.30% | +5+0.1% | Added |
| Legacy Wealth Asset Management, LLC | 8,448 | $620.8K | 0.15% | −71−0.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,452 | $621.1K | 0.01% | +1,333+18.7% | Added |
| Evernest Financial Advisors, LLC | 8,006 | $622.9K | 0.13% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 8,483 | $623.3K | 0.04% | +8,483 | New |
| Grimes & Company, Inc. | 8,487 | $623.6K | 0.01% | −802−8.6% | Reduced |
| Harmony Asset Management LLC | 8,507 | $625.1K | 0.21% | −800−8.6% | Reduced |
| Boyd Watterson Asset Management LLC | 8,526 | $626.5K | 0.18% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 8,539 | $627.5K | 0.12% | +21+0.2% | Added |
| Cozad Asset Management Inc | 8,574 | $630.0K | 0.05% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 8,574 | $630.0K | 0.56% | +8,574 | New |
| Spire Wealth Management | 8,577 | $630.3K | 0.02% | +7+0.1% | Added |
| Signature Estate & Investment Advisors LLC | 8,595 | $631.6K | 0.01% | −1,629−15.9% | Reduced |
| Centurion Wealth Management LLC | 8,609 | $632.6K | 0.14% | +10.0% | Added |
| Radnor Capital Management, LLC | 8,610 | $632.7K | 0.09% | −600−6.5% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,626 | $633.8K | 0.03% | +8,626 | New |
| Jackson Square Capital, LLC | 8,670 | $637.1K | 0.13% | +1,269+17.1% | Added |
| Henry James International Management, Inc. | 8,686 | $638.2K | 0.20% | −40.0% | Reduced |
| Seamount Financial Group Inc | 8,777 | $644.9K | 0.29% | −186−2.1% | Reduced |
| Ignite Planners, LLC | 8,433 | $649.6K | 0.10% | +15+0.2% | Added |
| Fruth Investment Management | 8,846 | $650.0K | 0.18% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 8,899 | $653.9K | 0.07% | −79−0.9% | Reduced |
| Aptus Capital Advisors, LLC | 8,947 | $657.4K | 0.01% | +594+7.1% | Added |
| Mutual Advisors, LLC | 9,013 | $662.3K | 0.01% | +192+2.2% | Added |
| Core Wealth Partners LLC | 9,049 | $664.9K | 0.30% | −10.0% | Reduced |
| Rosenberg Matthew Hamilton | 9,070 | $666.4K | 0.14% | +44+0.5% | Added |
| Fiera Capital Corp | 9,072 | $666.6K | 0.00% | +2,327+34.5% | Added |
| Letko, Brosseau & Associates Inc | 9,085 | $667.6K | 0.01% | −625,892−98.6% | Reduced |
| Simplicity Wealth,LLC | 9,101 | $668.7K | 0.04% | −821−8.3% | Reduced |
| Collaborative Wealth Managment Inc. | 9,104 | $669.0K | 0.24% | 00.0% | Unchanged |
| KW Wealth Management LLC | 9,168 | $673.7K | 1.02% | +928+11.3% | Added |
| Catalytic Wealth RIA, LLC | 9,210 | $676.8K | 0.02% | −42−0.5% | Reduced |
| Eagle Rock Investment Company, LLC | 9,250 | $679.7K | 0.10% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 9,272 | $681.3K | 0.03% | +905+10.8% | Added |
| Farmers & Merchants Investments Inc | 9,279 | $681.8K | 0.02% | 00.0% | Unchanged |
| AlTi Global, Inc. | 9,398 | $690.6K | 0.01% | +25+0.3% | Added |
| Penbrook Management LLC | 9,400 | $690.7K | 0.48% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 9,460 | $698.2K | 0.05% | −58−0.6% | Reduced |
| Artesa Financial Group, LLC | 9,517 | $699.3K | 0.72% | +9,517 | New |
| Archetype Wealth Partners | 9,525 | $700.0K | 0.09% | −171−1.8% | Reduced |
| NBC Securities, Inc. | 9,552 | $701.9K | 0.05% | +176+1.9% | Added |
| Pitcairn Wealth Advisors LLC | 9,560 | $702.5K | 0.06% | +9,560 | New |
| VeraBank, N.A. | 9,574 | $703.5K | 0.13% | −312−3.2% | Reduced |
| Hunter Associates Investment Management LLC | 9,607 | $705.0K | 0.09% | −1,390−12.6% | Reduced |
| Shrier Wealth Management, LLC | 9,625 | $707.2K | 0.28% | +9,625 | New |
| First Wilshire Securities Management Inc | 9,635 | $708.0K | 0.18% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 9,696 | $712.5K | 0.02% | +149+1.6% | Added |
| Sivia Capital Partners, LLC | 9,726 | $714.6K | 0.14% | +1,265+15.0% | Added |
| W Advisors, LLC | 9,764 | $717.5K | 0.36% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 9,862 | $724.6K | 0.04% | +148+1.5% | Added |