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 |
|---|---|---|---|---|---|
| Henshaw Capital LLC | 316,973 | $23.3M | 0.84% | +210.0% | Added |
| SG Americas Securities, LLC | 316,216 | $23.2M | 0.03% | +270,646+593.9% | Added |
| Harvest Portfolios Group Inc. | 311,223 | $22.9M | 0.40% | +3,905+1.3% | Added |
| O'Shaughnessy Asset Management, LLC | 305,394 | $22.4M | 0.12% | +2,420+0.8% | Added |
| Toroso Investments, LLC | 299,019 | $22.0M | 0.09% | +2,395+0.8% | Added |
| Quantinno Capital Management LP | 294,360 | $21.6M | 0.04% | +79,197+36.8% | Added |
| HighTower Advisors, LLC | 282,288 | $20.7M | 0.02% | −1,325−0.5% | Reduced |
| Willis Investment Counsel | 276,722 | $20.3M | 1.05% | +2,783+1.0% | Added |
| Willis Johnson & Associates, Inc. | 264,669 | $19.4M | 1.20% | −31,901−10.8% | Reduced |
| Pinnacle Financial Partners, Inc. | 264,434 | $19.4M | 0.15% | +264,434 | New |
| Anchor Capital Advisors LLC | 261,373 | $19.2M | 0.56% | −2,568−1.0% | Reduced |
| Douglas Lane & Associates, LLC | 252,645 | $18.6M | 0.25% | −25,004−9.0% | Reduced |
| Grandfield & Dodd, LLC | 246,614 | $18.1M | 1.03% | −9,394−3.7% | Reduced |
| Commonwealth Equity Services, LLC | 246,419 | $18.1M | 0.02% | −44,150−15.2% | Reduced |
| Americana Partners, LLC | 244,931 | $18.0M | 0.49% | +1,110+0.5% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 242,097 | $17.8M | 1.32% | −46,142−16.0% | Reduced |
| Logan Capital Management Inc | 238,311 | $17.5M | 0.74% | +1,393+0.6% | Added |
| Klingenstein Fields & Co LP | 234,652 | $17.2M | 0.65% | −1,586−0.7% | Reduced |
| Sapient Capital LLC | 232,460 | $17.2M | 0.24% | −2,501−1.1% | Reduced |
| Davenport & Co LLC | 231,054 | $17.0M | 0.09% | +1,561+0.7% | Added |
| Colony Group, LLC | 223,286 | $16.4M | 0.02% | +26,358+13.4% | Added |
| Jones Financial Companies LLLP | 219,664 | $16.1M | 0.01% | +26,463+13.7% | Added |
| Two Sigma Advisers, LP | 210,700 | $15.5M | 0.03% | +70,300+50.1% | Added |
| Stansberry Asset Management, LLC | 208,643 | $15.3M | 1.55% | +80,237+62.5% | Added |
| Northwest & Ethical Investments L.P. | 205,606 | $15.1M | 0.34% | −23,100−10.1% | Reduced |
| Becker Capital Management Inc | 203,281 | $14.9M | 0.43% | −10,475−4.9% | Reduced |
| SCS Capital Management LLC | 202,463 | $14.9M | 0.16% | +248+0.1% | Added |
| M&T Bank Corp | 201,918 | $14.8M | 0.05% | −5,139−2.5% | Reduced |
| Allied Investment Advisors, LLC | 196,452 | $14.4M | 2.23% | +4,720+2.5% | Added |
| Evergreen Capital Management LLC | 194,563 | $14.3M | 0.32% | −263−0.1% | Reduced |
| Van Hulzen Asset Management, LLC | 183,193 | $13.5M | 0.99% | +103+0.1% | Added |
| National Bank of Canada | 180,723 | $13.3M | 0.01% | +19,820+12.3% | Added |
| Captrust Financial Advisors | 180,630 | $13.3M | 0.03% | +42,129+30.4% | Added |
| Mercer Global Advisors Inc | 747,339 | $13.2M | 0.02% | +585,784+362.6% | Added |
| QRG Capital Management, Inc. | 176,324 | $13.0M | 0.14% | +8,916+5.3% | Added |
| Huber Capital Management LLC | 175,330 | $12.9M | 1.90% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 174,870 | $12.8M | 0.03% | −1,030−0.6% | Reduced |
| FineMark National Bank & Trust | 170,993 | $12.6M | 0.39% | +5,991+3.6% | Added |
| Sanctuary Advisors, LLC | 169,253 | $12.4M | 0.07% | +26,496+18.6% | Added |
| DV Equities, LLC | 168,104 | $12.4M | 2.23% | +168,104 | New |
| 1832 Asset Management L.P. | 167,846 | $12.3M | 0.02% | −19,041−10.2% | Reduced |
| Aventail Capital Group, LP | 166,484 | $12.2M | 0.70% | −549,455−76.7% | Reduced |
| Advisor Group Holdings, Inc. | 165,525 | $12.2M | 0.02% | −20,888−11.2% | Reduced |
| Eldred Rock Partners, LLC | 165,047 | $12.1M | 3.15% | +47,815+40.8% | Added |
| Foresight Global Investors, Inc. | 163,860 | $12.0M | 5.67% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 161,920 | $11.9M | 0.17% | +7,471+4.8% | Added |
| D.A. Davidson & Co. | 159,253 | $11.7M | 0.07% | −19,576−10.9% | Reduced |
| First National Bank of Omaha | 157,913 | $11.7M | 0.35% | +145,613+1,183.8% | Added |
| Manning & Napier Advisors LLC | 157,811 | $11.7M | 0.15% | −52,345−24.9% | Reduced |
| Oppenheimer Asset Management Inc. | 158,122 | $11.6M | 0.14% | −18,594−10.5% | Reduced |
| Euro Pacific Asset Management, LLC | 162,776 | $11.6M | 1.29% | −1,784−1.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 157,501 | $11.6M | 0.90% | −3,528−2.2% | Reduced |
| Cohen Klingenstein LLC | 157,098 | $11.5M | 0.35% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 156,733 | $11.5M | 0.69% | +7,083+4.7% | Added |
| Truist Financial Corp | 155,939 | $11.5M | 0.02% | −48,115−23.6% | Reduced |
| Engineers Gate Manager LP | 153,819 | $11.3M | 0.13% | −179,163−53.8% | Reduced |
| Ibex Wealth Advisors | 153,527 | $11.3M | 1.10% | +840+0.6% | Added |
| Wedge Capital Management L L P | 149,551 | $11.0M | 0.20% | −28,286−15.9% | Reduced |
| Prospera Financial Services Inc | 148,096 | $10.9M | 0.18% | −3,960−2.6% | Reduced |
| Woodstock Corp | 145,683 | $10.7M | 0.92% | +381+0.3% | Added |
| MML Investors Services, LLC | 144,995 | $10.7M | 0.03% | +7,864+5.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 141,818 | $10.4M | 0.23% | −15,719−10.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 140,399 | $10.3M | 0.02% | −2,168−1.5% | Reduced |
| JustInvest LLC | 140,220 | $10.3M | 0.10% | +2,207+1.6% | Added |
| Glenmede Trust Co NA | 137,697 | $10.1M | 0.05% | +137,697 | New |
| Citadel Advisors LLC | 135,507 | $9.96M | 0.01% | −2,171,276−94.1% | Reduced |
| Pathstone Holdings, LLC | 134,722 | $9.90M | 0.04% | +4,107+3.1% | Added |
| Bragg Financial Advisors, Inc | 131,380 | $9.65M | 0.31% | +1,041+0.8% | Added |
| Callan Family Office, LLC | 130,658 | $9.60M | 0.21% | +36,359+38.6% | Added |
| Sit Investment Associates Inc | 128,182 | $9.42M | 0.19% | −3,880−2.9% | Reduced |
| RMB Capital Management, LLC | 126,894 | $9.32M | 0.16% | +32,184+34.0% | Added |
| GWM Advisors LLC | 125,212 | $9.20M | 0.03% | +23,186+22.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 120,805 | $8.88M | 0.02% | −1,327−1.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 119,548 | $8.78M | 0.12% | +90,980+318.5% | Added |
| Callodine Capital Management, LP | 117,000 | $8.60M | 0.69% | −50,000−29.9% | Reduced |
| Federated Hermes, Inc. | 114,868 | $8.44M | 0.01% | −2,933−2.5% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $8.36M | 1.86% | 00.0% | Unchanged |
| Janney Capital Management LLC | 113,557 | $8.34M | 0.52% | −2,459−2.1% | Reduced |
| Cutler Capital Management, LLC | 111,326 | $8.18M | 2.45% | +700+0.6% | Added |
| Thornburg Investment Management Inc | 108,821 | $8.00M | 0.10% | +230.0% | Added |
| Stamos Capital Partners, L.P. | 107,580 | $7.90M | 1.27% | −15,778−12.8% | Reduced |
| Kestra Advisory Services, LLC | 106,917 | $7.86M | 0.03% | +15,455+16.9% | Added |
| South Dakota Investment Council | 105,493 | $7.75M | 0.15% | −84,220−44.4% | Reduced |
| Optiver Holding B.V. | 104,564 | $7.68M | 0.14% | −57,626−35.5% | Reduced |
| Augustine Asset Management Inc | 104,018 | $7.64M | 1.53% | −122−0.1% | Reduced |
| Atlantic Union Bankshares Corp | 102,214 | $7.51M | 0.14% | −6,237−5.8% | Reduced |
| Eagle Global Advisors LLC | 102,123 | $7.50M | 0.28% | +1,919+1.9% | Added |
| Eastover Investment Advisors LLC | 101,478 | $7.46M | 3.28% | +618+0.6% | Added |
| Lockheed Martin Investment Management Co | 100,700 | $7.40M | 0.25% | +71,230+241.7% | Added |
| Quadrant Capital Group LLC | 100,682 | $7.40M | 0.22% | −1,507−1.5% | Reduced |
| Skopos Labs, Inc. | 98,213 | $7.18M | 0.33% | +62,463+174.7% | Added |
| Nixon Peabody Trust Co | 97,535 | $7.17M | 0.54% | −407−0.4% | Reduced |
| Ci Investments Inc. | 95,407 | $7.01M | 0.03% | −2,523−2.6% | Reduced |
| Keybank National Association | 94,916 | $6.97M | 0.02% | +3,964+4.4% | Added |
| Pinnacle Associates Ltd | 94,566 | $6.95M | 0.09% | −963−1.0% | Reduced |
| TownSquare Capital, LLC | 94,034 | $6.91M | 1.55% | +806+0.9% | Added |
| RSM US Wealth Management LLC | 92,917 | $6.86M | 0.09% | −3,128−3.3% | Reduced |
| Brown Brothers Harriman & Co | 91,584 | $6.73M | 0.04% | +424+0.5% | Added |
| Heritage Investors Management Corp | 91,038 | $6.69M | 0.19% | −1,664−1.8% | Reduced |
| New England Asset Management Inc | 89,640 | $6.59M | 0.86% | +2,465+2.8% | Added |