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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 88,153 | $6.48M | 0.00% | +22,274+33.8% | Added |
| Assetmark, Inc | 86,319 | $6.34M | 0.01% | +6,723+8.4% | Added |
| South State Corp. | 84,933 | $6.24M | 0.28% | +1,060+1.3% | Added |
| Lazard Asset Management LLC | 84,780 | $6.23M | 0.01% | +17,106+25.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 84,432 | $6.20M | 0.03% | +12,535+17.4% | Added |
| Hantz Financial Services, Inc. | 82,838 | $6.09M | 0.09% | +15,613+23.2% | Added |
| Fifth Third Bancorp | 81,969 | $6.02M | 0.02% | −773−0.9% | Reduced |
| Ieq Capital, LLC | 81,709 | $6.00M | 0.02% | +25,275+44.8% | Added |
| Clearbridge Investments, LLC | 81,213 | $5.97M | 0.00% | −1,407−1.7% | Reduced |
| TD Waterhouse Canada Inc. | 81,142 | $5.96M | 0.04% | −8,716−9.7% | Reduced |
| Claret Asset Management Corp | 80,609 | $5.92M | 0.69% | −355−0.4% | Reduced |
| Bleakley Financial Group, LLC | 80,011 | $5.88M | 0.10% | +13,563+20.4% | Added |
| Moore Capital Management, LP | 80,000 | $5.88M | 0.12% | +80,000 | New |
| Baird Financial Group, Inc. | 79,573 | $5.85M | 0.01% | −426−0.5% | Reduced |
| Brinker Capital Investments, LLC | 78,957 | $5.80M | 0.04% | +599+0.8% | Added |
| Renaissance Group LLC | 78,945 | $5.80M | 0.23% | −5,966−7.0% | Reduced |
| Ritholtz Wealth Management | 76,981 | $5.66M | 0.10% | −443−0.6% | Reduced |
| State Street Corp | 76,811 | $5.64M | 0.00% | +46,289+151.7% | Added |
| Hennessy Advisors Inc | 76,500 | $5.62M | 0.20% | −4,300−5.3% | Reduced |
| tru Independence LLC | 76,445 | $5.62M | 1.42% | −1,600−2.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 74,925 | $5.51M | 0.03% | +19,125+34.3% | Added |
| MAI Capital Management | 74,669 | $5.49M | 0.03% | +951+1.3% | Added |
| Life Cycle Investment Partners Ltd | 74,369 | $5.46M | 0.04% | +74,369 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 73,655 | $5.41M | 0.01% | −27,363−27.1% | Reduced |
| Neville Rodie & Shaw Inc | 73,150 | $5.38M | 0.38% | −10,900−13.0% | Reduced |
| Cary Street Partners Financial LLC | 72,830 | $5.35M | 0.13% | −3,366−4.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 72,333 | $5.32M | 0.00% | −3,019−4.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 72,333 | $5.31M | 0.06% | −3,019−4.0% | Reduced |
| Regency Capital Management Inc. | 72,293 | $5.31M | 2.21% | −1,322−1.8% | Reduced |
| Citigroup Inc | 72,269 | $5.31M | 0.00% | −115,685−61.5% | Reduced |
| Warren Averett Asset Management, LLC | 71,930 | $5.29M | 0.04% | +47,857+198.8% | Added |
| Factory Mutual Insurance Co | 71,233 | $5.23M | 0.05% | +35,959+101.9% | Added |
| Laird Norton Trust Company, LLC | 70,823 | $5.20M | 0.11% | +70,823 | New |
| Family Management Corp | 70,501 | $5.18M | 0.65% | +1,513+2.2% | Added |
| Royce & Associates LP | 70,000 | $5.14M | 0.05% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 69,115 | $5.08M | 0.20% | +280+0.4% | Added |
| CWM, LLC | 68,450 | $5.03M | 0.01% | −6,740−9.0% | Reduced |
| Advocate Group LLC | 66,825 | $4.91M | 0.79% | −1,075−1.6% | Reduced |
| Kimelman & Baird, LLC | 66,176 | $4.86M | 0.37% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 65,698 | $4.83M | 0.04% | −1,846−2.7% | Reduced |
| Exencial Wealth Advisors, LLC | 65,659 | $4.82M | 0.15% | +1,473+2.3% | Added |
| Weatherly Asset Management L. P. | 65,375 | $4.80M | 0.37% | +229+0.4% | Added |
| Ashton Thomas Private Wealth, LLC | 65,203 | $4.79M | 0.12% | +25,697+65.0% | Added |
| Inspire Trust Co, N.A. | 65,000 | $4.78M | 0.78% | +4,000+6.6% | Added |
| Quadrature Capital Ltd | 64,735 | $4.76M | 0.05% | +64,735 | New |
| Old National Bancorp | 64,499 | $4.74M | 0.08% | −8,998−12.2% | Reduced |
| YHB Investment Advisors, Inc. | 63,797 | $4.69M | 0.32% | −1,745−2.7% | Reduced |
| CIBC Asset Management Inc | 63,261 | $4.65M | 0.01% | +5,461+9.4% | Added |
| Blackstone Group Inc. | 63,064 | $4.63M | 0.02% | +44,327+236.6% | Added |
| Azimuth Capital Investment Management LLC | 61,605 | $4.53M | 0.16% | −785−1.3% | Reduced |
| Blair William & Co | 61,331 | $4.51M | 0.01% | −1,144−1.8% | Reduced |
| Gilman Hill Asset Management, LLC | 60,999 | $4.48M | 0.71% | +1,206+2.0% | Added |
| SBI Securities Co., Ltd. | 60,828 | $4.47M | 0.11% | −601−1.0% | Reduced |
| Atria Investments LLC | 60,385 | $4.44M | 0.05% | −2,365−3.8% | Reduced |
| Meritage Portfolio Management | 60,243 | $4.43M | 0.29% | −684−1.1% | Reduced |
| Ausdal Financial Partners, Inc. | 60,232 | $4.43M | 0.21% | −2,050−3.3% | Reduced |
| Fiduciary Trust Co | 59,565 | $4.38M | 0.05% | −4,094−6.4% | Reduced |
| Drum Hill Capital, LLC | 59,342 | $4.36M | 4.53% | +775+1.3% | Added |
| Integrated Quantitative Investments LLC | 58,713 | $4.31M | 0.93% | +17,081+41.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 58,450 | $4.29M | 0.11% | −1,803−3.0% | Reduced |
| Brookmont Capital Management | 58,296 | $4.28M | 2.48% | −171−0.3% | Reduced |
| Stephens Inc | 58,090 | $4.27M | 0.05% | +2,486+4.5% | Added |
| Naviter Wealth, LLC | 57,837 | $4.25M | 0.55% | −8,068−12.2% | Reduced |
| Vident Advisory, LLC | 57,754 | $4.24M | 0.04% | −3,723−6.1% | Reduced |
| Yarbrough Capital, LLC | 57,590 | $4.23M | 0.13% | 00.0% | Unchanged |
| Signaturefd, LLC | 57,567 | $4.23M | 0.06% | +199+0.3% | Added |
| Cardinal Capital Management | 57,474 | $4.22M | 0.56% | +143+0.2% | Added |
| Capital World Investors | 57,040 | $4.21M | 0.00% | +1,185+2.1% | Added |
| Beddow Capital Management Inc | 57,076 | $4.19M | 1.58% | −1,425−2.4% | Reduced |
| Griffin Asset Management, Inc. | 57,042 | $4.19M | 0.45% | −3,039−5.1% | Reduced |
| Peapack Gladstone Financial Corp | 56,664 | $4.16M | 0.05% | −3,207−5.4% | Reduced |
| Deltec Asset Management LLC | 56,471 | $4.15M | 0.69% | −733−1.3% | Reduced |
| DRW Securities, LLC | 56,393 | $4.14M | 0.32% | +53,497+1,847.3% | Added |
| Hedges Asset Management LLC | 56,100 | $4.12M | 2.91% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 55,626 | $4.09M | 0.05% | +5,842+11.7% | Added |
| Dodge & Cox | 55,194 | $4.06M | 0.00% | −725−1.3% | Reduced |
| Palogic Value Management, L.P. | 55,088 | $4.05M | 1.74% | −6,375−10.4% | Reduced |
| Deutsche Bank AG | 54,581 | $4.01M | 0.00% | +100.0% | Added |
| NewEdge Wealth, LLC | 54,268 | $3.99M | 0.05% | +6,485+13.6% | Added |
| Baker Avenue Asset Management, LP | 53,717 | $3.95M | 0.09% | +12,741+31.1% | Added |
| Archford Capital Strategies, LLC | 53,493 | $3.93M | 0.46% | +11,184+26.4% | Added |
| Vise Technologies, Inc. | 53,245 | $3.91M | 0.08% | +16,445+44.7% | Added |
| Fort Sheridan Advisors LLC | 52,129 | $3.83M | 0.49% | −861−1.6% | Reduced |
| Regions Financial Corp | 51,333 | $3.77M | 0.02% | −2,585−4.8% | Reduced |
| Oppenheimer & Co Inc | 50,842 | $3.74M | 0.05% | +1,714+3.5% | Added |
| Intrepid Family Office LLC | 50,000 | $3.67M | 3.54% | 00.0% | Unchanged |
| Chicago Trust Co NA | 48,594 | $3.57M | 0.56% | −672−1.4% | Reduced |
| Aviso Financial Inc. | 48,463 | $3.56M | 0.14% | +2,132+4.6% | Added |
| Acadian Asset Management LLC | 48,251 | $3.54M | 0.01% | +39,587+456.9% | Added |
| Huntington National Bank | 48,157 | $3.54M | 0.02% | −2,849−5.6% | Reduced |
| HB Wealth Management, LLC | 47,125 | $3.46M | 0.02% | +1,795+4.0% | Added |
| Sequoia Financial Advisors, LLC | 46,455 | $3.41M | 0.02% | −3,000−6.1% | Reduced |
| Nomura Asset Management International Inc. | 46,245 | $3.40M | 0.01% | +46,245 | New |
| HF Advisory Group, LLC | 45,951 | $3.38M | 1.18% | +4,051+9.7% | Added |
| Brown Advisory Inc | 45,442 | $3.34M | 0.00% | +207+0.5% | Added |
| Glass Wealth Management Co LLC | 44,388 | $3.26M | 1.34% | −200.0% | Reduced |
| JCIC Asset Management Inc. | 43,951 | $3.23M | 0.99% | −595−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 43,213 | $3.18M | 0.08% | −18,208−29.6% | Reduced |
| Commerce Bank | 42,841 | $3.15M | 0.02% | +2,919+7.3% | Added |
| Farther Finance Advisors, LLC | 42,664 | $3.13M | 0.03% | +23,243+119.7% | Added |