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 |
|---|---|---|---|---|---|
| InTrack Investment Management Inc | 9,866 | $725.0K | 0.41% | +594+6.4% | Added |
| Wealth Alliance | 9,870 | $725.2K | 0.07% | +495+5.3% | Added |
| OpenArc Corporate Advisory, LLC | 9,874 | $725.6K | 0.01% | +9,874 | New |
| Linden Thomas Advisory Services, LLC | 9,903 | $727.7K | 0.07% | +453+4.8% | Added |
| SALT Holding Corp. | 9,938 | $730.2K | 0.58% | +9,938 | New |
| Clarius Group, LLC | 9,969 | $732.5K | 0.04% | 00.0% | Unchanged |
| Payne Capital LLC | 10,000 | $734.8K | 0.75% | 00.0% | Unchanged |
| Choate Investment Advisors | 10,014 | $735.8K | 0.01% | +1,824+22.3% | Added |
| LOM Asset Management Ltd | 10,050 | $738.5K | 0.21% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 10,055 | $738.8K | 0.11% | +2,152+27.2% | Added |
| Investors Research Corp | 10,107 | $742.7K | 0.14% | −250−2.4% | Reduced |
| Diversified Trust Co | 10,138 | $744.9K | 0.01% | −223−2.2% | Reduced |
| Integrated Advisors Network LLC | 10,209 | $750.2K | 0.03% | −601−5.6% | Reduced |
| Sigma Planning Corp | 10,230 | $751.7K | 0.02% | −286−2.7% | Reduced |
| Trust Co of Toledo NA | 10,252 | $753.3K | 0.07% | −165−1.6% | Reduced |
| Shoker Investment Counsel, Inc. | 10,253 | $753.4K | 0.22% | −279−2.6% | Reduced |
| Dynamic Advisor Solutions LLC | 10,270 | $754.6K | 0.02% | −602−5.5% | Reduced |
| Pingora Partners LLC | 10,270 | $754.6K | 0.46% | −1,155−10.1% | Reduced |
| Kathmere Capital Management, LLC | 10,282 | $755.5K | 0.05% | +193+1.9% | Added |
| MSH Capital Advisors LLC | 10,350 | $760.5K | 0.16% | +1,824+21.4% | Added |
| New Republic Capital, LLC | 10,395 | $763.8K | 0.20% | +5,919+132.2% | Added |
| Aull & Monroe Investment Management Corp | 10,426 | $766.1K | 0.38% | −100−1.0% | Reduced |
| Smith, Moore & Co. | 10,427 | $766.1K | 0.06% | −185−1.7% | Reduced |
| Banco de Sabadell, S.A | 10,535 | $773.0K | 0.50% | −93−0.9% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 10,549 | $775.0K | 0.17% | +20.0% | Added |
| Smithfield Trust Co | 10,524 | $775.0K | 0.03% | +850+8.8% | Added |
| GAMMA Investing LLC | 10,582 | $777.6K | 0.04% | +469+4.6% | Added |
| Gamco Investors, Inc. Et Al | 10,627 | $780.9K | 0.01% | −10−0.1% | Reduced |
| Cura Wealth Advisors, LLC | 10,653 | $782.8K | 0.30% | −12−0.1% | Reduced |
| Versant Capital Management, Inc | 10,666 | $783.7K | 0.10% | +1,271+13.5% | Added |
| Fifth Third Wealth Advisors LLC | 10,694 | $785.8K | 0.03% | +302+2.9% | Added |
| Sendero Wealth Management, LLC | 10,763 | $790.9K | 0.09% | −4,136−27.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,804 | $793.9K | 0.01% | −1,282−10.6% | Reduced |
| Denali Advisors LLC | 10,827 | $795.6K | 0.09% | +137+1.3% | Added |
| Gallacher Capital Management LLC | 10,872 | $798.9K | 0.31% | +16+0.1% | Added |
| Nwam LLC | 10,910 | $799.8K | 0.04% | +257+2.4% | Added |
| Basecamp Wealth Advisors LLC | 10,942 | $804.0K | 0.17% | +10,942 | New |
| Finivi Inc. | 10,964 | $805.6K | 0.47% | +126+1.2% | Added |
| U S Global Investors Inc | 11,000 | $808.3K | 0.09% | 00.0% | Unchanged |
| First Manhattan Co | 11,004 | $808.6K | 0.00% | +2,672+32.1% | Added |
| Flagship Harbor Advisors, LLC | 11,051 | $812.0K | 0.04% | −3,879−26.0% | Reduced |
| Joel Isaacson & Co., LLC | 11,092 | $815.0K | 0.03% | +3,372+43.7% | Added |
| John G Ullman & Associates Inc | 11,100 | $815.6K | 0.11% | 00.0% | Unchanged |
| Wedmont Private Capital | 11,435 | $818.1K | 0.03% | +6+0.1% | Added |
| Flputnam Investment Management Co | 11,160 | $820.0K | 0.01% | +26+0.2% | Added |
| Ingalls & Snyder LLC | 11,197 | $823.0K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 11,267 | $827.9K | 0.01% | +3,181+39.3% | Added |
| Haverford Trust Co | 11,269 | $828.0K | 0.01% | −146−1.3% | Reduced |
| Bradley Foster & Sargent Inc | 11,278 | $828.7K | 0.01% | +30+0.3% | Added |
| National Asset Management, Inc. | 11,312 | $831.2K | 0.04% | +81+0.7% | Added |
| Clifford Swan Investment Counsel LLC | 11,336 | $833.0K | 0.03% | −1,200−9.6% | Reduced |
| Meridian Wealth Management, LLC | 11,358 | $834.6K | 0.03% | +723+6.8% | Added |
| Intrust Bank NA | 11,364 | $835.0K | 0.07% | +342+3.1% | Added |
| Hudson Portfolio Management LLC | 11,472 | $843.0K | 0.73% | 00.0% | Unchanged |
| Central Trust Co | 11,488 | $844.1K | 0.02% | −1,168−9.2% | Reduced |
| Summitry LLC | 11,508 | $845.6K | 0.04% | +1,107+10.6% | Added |
| Gratus Wealth Advisors, LLC | 11,562 | $849.6K | 0.12% | +167+1.5% | Added |
| Glen Eagle Advisors, LLC | 11,594 | $852.0K | 0.12% | −377−3.1% | Reduced |
| Syon Capital LLC | 11,599 | $852.3K | 0.04% | +889+8.3% | Added |
| Schulhoff & Co Inc | 11,622 | $854.0K | 0.36% | +10+0.1% | Added |
| Koshinski Asset Management, Inc. | 11,634 | $854.8K | 0.06% | −569−4.7% | Reduced |
| PDS Planning, Inc | 11,701 | $859.8K | 0.06% | +1,250+12.0% | Added |
| Summit Trail Advisors, LLC | 11,721 | $861.3K | 0.01% | −2,528−17.7% | Reduced |
| Pines Wealth Management, LLC | 11,738 | $862.5K | 0.28% | +15+0.1% | Added |
| Brucke Financial, Inc. | 11,753 | $863.6K | 0.47% | +233+2.0% | Added |
| Capital Investment Advisors, LLC | 11,803 | $867.3K | 0.01% | +215+1.9% | Added |
| Hancock Whitney Corp | 11,934 | $876.9K | 0.02% | −70−0.6% | Reduced |
| Ethic Inc. | 12,009 | $882.4K | 0.01% | +1,183+10.9% | Added |
| Alhambra Investment Partners LLC | 12,010 | $882.5K | 0.41% | −156−1.3% | Reduced |
| Net Worth Advisory Group | 12,027 | $883.7K | 0.18% | +2,372+24.6% | Added |
| Principal Securities, Inc. | 12,027 | $883.7K | 0.01% | +243+2.1% | Added |
| Clear Creek Financial Management, LLC | 12,029 | $883.9K | 0.07% | +475+4.1% | Added |
| Crescent Sterling, Ltd. | 12,148 | $892.6K | 0.92% | −780−6.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,161 | $893.6K | 0.05% | +1,495+14.0% | Added |
| Cowa, LLC | 12,187 | $895.5K | 0.27% | −2,856−19.0% | Reduced |
| Strait & Sound Wealth Management LLC | 12,289 | $903.0K | 0.34% | +12,289 | New |
| Busey Wealth Management | 12,339 | $906.7K | 0.02% | +1,313+11.9% | Added |
| Aprio Wealth Management, LLC | 8,731 | $913.3K | 0.05% | +2,795+47.1% | Added |
| Motco | 12,462 | $915.7K | 0.08% | +3,596+40.6% | Added |
| One Wealth Advisors, LLC | 12,480 | $917.0K | 0.11% | −131−1.0% | Reduced |
| Wealthcare Advisory Partners LLC | 12,561 | $923.0K | 0.02% | +3,393+37.0% | Added |
| Main Street Financial Solutions, LLC | 12,737 | $935.9K | 0.07% | −1,056−7.7% | Reduced |
| M Holdings Securities, Inc. | 12,736 | $936.0K | 0.07% | +12,736 | New |
| Sage Rhino Capital LLC | 12,804 | $940.8K | 0.18% | −457−3.4% | Reduced |
| Chesley Taft & Associates LLC | 12,808 | $941.1K | 0.04% | +500+4.1% | Added |
| Everstar Asset Management, LLC | 12,835 | $943.1K | 0.51% | +527+4.3% | Added |
| Beck Mack & Oliver LLC | 12,947 | $951.3K | 0.02% | −700−5.1% | Reduced |
| EPG Wealth Management LLC | 12,959 | $952.2K | 0.26% | +155+1.2% | Added |
| Lebenthal Global Advisors, LLC | 13,034 | $957.7K | 0.15% | +867+7.1% | Added |
| Fidelis Capital Partners, LLC | 13,065 | $960.0K | 0.07% | +658+5.3% | Added |
| First Horizon Corp | 13,081 | $961.2K | 0.04% | +2,620+25.0% | Added |
| Equitable Trust Co | 13,127 | $964.6K | 0.04% | +107+0.8% | Added |
| Transcend Wealth Collective, LLC | 13,148 | $966.1K | 0.07% | +1,465+12.5% | Added |
| Howland Capital Management LLC | 13,149 | $966.2K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 12,844 | $967.0K | 0.68% | −30−0.2% | Reduced |
| Bessemer Group Inc | 13,204 | $971.0K | 0.00% | +589+4.7% | Added |
| Tiaa Trust, National Association | 13,248 | $973.5K | 0.00% | +1,767+15.4% | Added |
| Ballentine Partners, LLC | 13,362 | $981.8K | 0.01% | −1,729−11.5% | Reduced |
| Cresset Asset Management, LLC | 13,367 | $982.2K | 0.00% | −1,044−7.2% | Reduced |
| Rodgers Brothers Inc. | 13,375 | $982.8K | 0.12% | −2,400−15.2% | Reduced |