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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 42,598 | $3.13M | 0.06% | +4,347+11.4% | Added |
| Man Group plc | 42,519 | $3.12M | 0.01% | +42,519 | New |
| Farringdon Capital, Ltd. | 42,372 | $3.11M | 0.76% | +4,255+11.2% | Added |
| Rhumbline Advisers | 42,321 | $3.11M | 0.00% | +19,877+88.6% | Added |
| CAPROCK Group, Inc. | 41,928 | $3.08M | 0.07% | +1,325+3.3% | Added |
| United Capital Financial Advisers, LLC | 41,887 | $3.08M | 0.02% | +16,006+61.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 41,748 | $3.07M | 0.08% | −255−0.6% | Reduced |
| Kempner Capital Management Inc. | 41,694 | $3.01M | 2.85% | −4,408−9.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 40,846 | $3.00M | 0.03% | +1,782+4.6% | Added |
| Lido Advisors, LLC | 41,827 | $3.00M | 0.01% | −1,084−2.5% | Reduced |
| Lincluden Management Ltd | 40,518 | $2.98M | 0.25% | −3,438−7.8% | Reduced |
| Moors & Cabot, Inc. | 40,500 | $2.98M | 0.13% | −1,505−3.6% | Reduced |
| HORAN Wealth, LLC | 40,227 | $2.96M | 0.45% | −171−0.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 40,100 | $2.95M | 0.31% | −300−0.7% | Reduced |
| Columbia Asset Management | 39,890 | $2.93M | 0.52% | −367−0.9% | Reduced |
| Advisory Services Network, LLC | 39,670 | $2.91M | 0.04% | +2,299+6.2% | Added |
| Asio Capital, LLC | 39,002 | $2.87M | 0.40% | −666−1.7% | Reduced |
| DMKC Advisory Services, LLC | 38,987 | $2.86M | 1.26% | +4,565+13.3% | Added |
| Portside Wealth Group, LLC | 38,782 | $2.85M | 0.39% | +1,015+2.7% | Added |
| Drexel Morgan & Co. | 38,544 | $2.83M | 0.44% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 38,433 | $2.82M | 0.50% | −350−0.9% | Reduced |
| TD Private Client Wealth LLC | 38,241 | $2.81M | 0.06% | +472+1.2% | Added |
| Atomi Financial Group, Inc. | 38,107 | $2.80M | 0.08% | +662+1.8% | Added |
| Westview Management dba Westview Investment Advisors | 38,046 | $2.80M | 1.33% | +38,046 | New |
| Private Advisor Group, LLC | 37,637 | $2.77M | 0.01% | +832+2.3% | Added |
| Advisors Management Group Inc | 36,944 | $2.71M | 0.49% | −102−0.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 36,537 | $2.68M | 0.42% | −440−1.2% | Reduced |
| Continental Advisors LLC | 36,520 | $2.68M | 1.74% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 36,239 | $2.67M | 0.00% | −709,317−95.1% | Reduced |
| Quest Investment Management LLC | 36,122 | $2.65M | 0.29% | −410−1.1% | Reduced |
| Limestone Investment Advisors LP | 36,000 | $2.65M | 1.79% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 35,743 | $2.63M | 0.27% | +1,116+3.2% | Added |
| Nelson Capital Management, LLC | 35,270 | $2.59M | 0.30% | +233+0.7% | Added |
| Kestra Private Wealth Services, LLC | 35,109 | $2.58M | 0.03% | −719−2.0% | Reduced |
| Forefront Wealth Management Inc. | 34,812 | $2.56M | 1.84% | −753−2.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 34,719 | $2.55M | 0.08% | −28,929−45.5% | Reduced |
| Forum Financial Management, LP | 34,432 | $2.53M | 0.03% | +173+0.5% | Added |
| Aquatic Capital Management LLC | 34,251 | $2.52M | 0.07% | −74,730−68.6% | Reduced |
| Mill Capital Management, LLC | 34,218 | $2.51M | 0.18% | 00.0% | Unchanged |
| Trexquant Investment LP | 33,938 | $2.49M | 0.02% | −155,177−82.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 33,852 | $2.49M | 0.11% | −853−2.5% | Reduced |
| apricus wealth, LLC | 33,610 | $2.47M | 1.26% | +720+2.2% | Added |
| Independent Advisor Alliance | 33,215 | $2.44M | 0.06% | +403+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 32,946 | $2.42M | 0.01% | −174−0.5% | Reduced |
| BBR Partners, LLC | 32,890 | $2.42M | 0.13% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 32,666 | $2.40M | 0.81% | +404+1.3% | Added |
| Integrated Wealth Concepts LLC | 32,462 | $2.39M | 0.03% | −7,392−18.5% | Reduced |
| Galilei Investment Office LLP | 63,920 | $2.36M | 1.11% | 00.0% | Unchanged |
| Rathbone Brothers plc | 31,908 | $2.34M | 0.01% | −987−3.0% | Reduced |
| Beacon Pointe Advisors, LLC | 31,725 | $2.33M | 0.02% | +6,449+25.5% | Added |
| GFS Advisors, LLC | 31,692 | $2.33M | 0.28% | −485−1.5% | Reduced |
| Kanawha Capital Management LLC | 31,603 | $2.32M | 0.16% | −200−0.6% | Reduced |
| F/M Investments LLC | 31,569 | $2.32M | 0.09% | +31,569 | New |
| Stolper Co | 31,444 | $2.31M | 0.68% | +1,042+3.4% | Added |
| Caldwell Trust Co | 31,381 | $2.31M | 0.20% | +2,012+6.9% | Added |
| Bollard Group LLC | 31,244 | $2.30M | 0.06% | +6,120+24.4% | Added |
| EP Wealth Advisors, LLC | 30,956 | $2.27M | 0.01% | +30,956 | New |
| Simmons Bank | 30,856 | $2.27M | 0.15% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 30,681 | $2.25M | 0.00% | +30,681 | New |
| Segall Bryant & Hamill, LLC | 30,526 | $2.24M | 0.03% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 30,195 | $2.22M | 4.00% | +30,195 | New |
| Snowden Capital Advisors LLC | 30,159 | $2.22M | 0.06% | +1,579+5.5% | Added |
| Burney Co | 30,051 | $2.21M | 0.07% | +1,025+3.5% | Added |
| Perigon Wealth Management, LLC | 30,048 | $2.21M | 0.04% | +1,241+4.3% | Added |
| Spears Abacus Advisors LLC | 29,903 | $2.20M | 0.04% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 29,864 | $2.18M | 0.02% | −2,070−6.5% | Reduced |
| Dynasty Wealth Management, LLC | 29,604 | $2.18M | 0.02% | +1,098+3.9% | Added |
| Advisors Asset Management, Inc. | 29,529 | $2.17M | 0.04% | −5,614−16.0% | Reduced |
| InvesTrust | 29,378 | $2.16M | 0.83% | −2,180−6.9% | Reduced |
| Regatta Capital Group, LLC | 29,373 | $2.16M | 0.33% | −1,549−5.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 29,359 | $2.16M | 0.56% | +50.0% | Added |
| Susquehanna International Group, LLP | 29,296 | $2.15M | 0.00% | +9,028+44.5% | Added |
| Sierra Capital LLC | 29,288 | $2.15M | 0.23% | −3,036−9.4% | Reduced |
| Scotia Capital Inc. | 28,976 | $2.13M | 0.01% | +121+0.4% | Added |
| Trustmark National Bank Trust Department | 28,759 | $2.11M | 0.13% | +2,285+8.6% | Added |
| SRS Capital Advisors, Inc. | 28,207 | $2.07M | 0.06% | −55,224−66.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 27,384 | $2.07M | 0.00% | +5,817+27.0% | Added |
| Cornerstone Select Advisors, LLC | 28,113 | $2.07M | 1.43% | −734−2.5% | Reduced |
| Bahl & Gaynor Inc | 28,050 | $2.06M | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 27,884 | $2.05M | 0.05% | +2,656+10.5% | Added |
| Range Financial Group LLC | 27,710 | $2.04M | 0.70% | +3,609+15.0% | Added |
| Altrafin AG | 27,600 | $2.03M | 0.64% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 27,429 | $2.02M | 0.73% | −1,358−4.7% | Reduced |
| Bryn Mawr Trust Co | 27,317 | $2.01M | 0.05% | −71−0.3% | Reduced |
| UBS Asset Management Americas Inc | 27,310 | $2.01M | 0.00% | +27,310 | New |
| SCP Investment, LP | 26,600 | $1.95M | 1.60% | +4,800+22.0% | Added |
| Insigneo Advisory Services, LLC | 26,481 | $1.95M | 0.14% | +1,727+7.0% | Added |
| Altman Advisors, Inc. | 26,448 | $1.94M | 0.73% | +164+0.6% | Added |
| Gradient Investments LLC | 26,395 | $1.94M | 0.03% | +8,443+47.0% | Added |
| ARS Wealth Advisors Group, LLC | 26,376 | $1.94M | 0.17% | −607−2.2% | Reduced |
| Absher Wealth Management, LLC | 26,284 | $1.93M | 0.23% | +727+2.8% | Added |
| Potomac Fund Management Inc | 26,256 | $1.93M | 0.07% | −889−3.3% | Reduced |
| Waters Parkerson & Co., LLC | 26,231 | $1.93M | 0.09% | +145+0.6% | Added |
| J.W. Cole Advisors, Inc. | 28,510 | $1.92M | 0.05% | −622−2.1% | Reduced |
| Howard Capital Management Inc. | 26,051 | $1.91M | 0.02% | +3,092+13.5% | Added |
| Bank Ozk | 26,031 | $1.91M | 0.68% | +497+1.9% | Added |
| Level Four Advisory Services, LLC | 25,976 | $1.91M | 0.06% | +44+0.2% | Added |
| SeaCrest Wealth Management, LLC | 26,582 | $1.90M | 0.19% | +2,813+11.8% | Added |
| Octavia Wealth Advisors, LLC | 25,853 | $1.90M | 0.18% | −152−0.6% | Reduced |
| Allworth Financial LP | 25,688 | $1.89M | 0.01% | −13,815−35.0% | Reduced |