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 |
|---|---|---|---|---|---|
| Cherokee Insurance Co | 25,439 | $1.87M | 0.76% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 25,140 | $1.85M | 0.08% | +1,093+4.5% | Added |
| Perpetual Ltd | 24,695 | $1.81M | 0.03% | +8,856+55.9% | Added |
| Earnest Partners LLC | 24,691 | $1.81M | 0.01% | −3,276−11.7% | Reduced |
| Stratos Wealth Partners, LTD. | 24,668 | $1.81M | 0.02% | −1,088−4.2% | Reduced |
| Reik & Co., LLC | 24,602 | $1.81M | 0.50% | −1,749−6.6% | Reduced |
| Adviser Investments LLC | 24,562 | $1.80M | 0.02% | +930+3.9% | Added |
| Phoenix Holdings Ltd. | 24,500 | $1.80M | 0.02% | −53,101−68.4% | Reduced |
| Aaron Wealth Advisors | 24,393 | $1.79M | 0.10% | +4,832+24.7% | Added |
| PCM Encore, LLC | 24,323 | $1.79M | 0.38% | +24,323 | New |
| Greystone Financial Group, LLC | 24,281 | $1.78M | 0.28% | +202+0.8% | Added |
| Cohen Capital Management, Inc. | 24,200 | $1.78M | 0.27% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 24,054 | $1.77M | 0.03% | +7,814+48.1% | Added |
| Great Valley Advisor Group, Inc. | 23,872 | $1.75M | 0.03% | +1,127+5.0% | Added |
| Cookson Peirce & Co Inc | 23,697 | $1.74M | 0.07% | +3,229+15.8% | Added |
| Howe & Rusling Inc | 23,652 | $1.74M | 0.11% | −793−3.2% | Reduced |
| Montag A & Associates Inc | 23,561 | $1.73M | 0.08% | −1,052−4.3% | Reduced |
| Global Retirement Partners, LLC | 23,542 | $1.73M | 0.03% | +12,639+115.9% | Added |
| Park National Corp | 23,400 | $1.72M | 0.05% | −59−0.3% | Reduced |
| Avidian Wealth Solutions, LLC | 23,166 | $1.70M | 0.06% | +14+0.1% | Added |
| Leo Wealth, LLC | 23,155 | $1.70M | 0.12% | +5,361+30.1% | Added |
| Merit Financial Group, LLC | 23,082 | $1.70M | 0.01% | +3,102+15.5% | Added |
| Clearstead Advisors, LLC | 23,005 | $1.69M | 0.02% | +1,770+8.3% | Added |
| Game Creek Capital, LP | 23,000 | $1.69M | 0.64% | −250−1.1% | Reduced |
| TCTC Holdings, LLC | 22,975 | $1.69M | 0.05% | +12,442+118.1% | Added |
| Hilltop National Bank | 22,942 | $1.69M | 0.41% | +175+0.8% | Added |
| Brooks, Moore & Associates, Inc. | 22,870 | $1.68M | 0.83% | −273−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 22,838 | $1.68M | 0.02% | +261+1.2% | Added |
| Old Port Advisors | 22,678 | $1.67M | 0.41% | +1,862+8.9% | Added |
| Wellington Shields Capital Management, LLC | 22,575 | $1.66M | 0.24% | −200−0.9% | Reduced |
| BTC Capital Management, Inc. | 22,431 | $1.65M | 0.12% | −5,475−19.6% | Reduced |
| Baker Ellis Asset Management LLC | 22,293 | $1.64M | 0.20% | −500−2.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 22,244 | $1.63M | 0.02% | +178+0.8% | Added |
| Excalibur Management Corp | 22,231 | $1.63M | 0.59% | −61−0.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 22,158 | $1.63M | 0.45% | −1,500−6.3% | Reduced |
| Valeo Financial Advisors, LLC | 22,147 | $1.63M | 0.04% | +678+3.2% | Added |
| Checchi Capital Advisers, LLC | 22,103 | $1.62M | 0.11% | −371−1.7% | Reduced |
| Garrett Wealth Advisory Group, LLC | 22,088 | $1.62M | 0.31% | −591−2.6% | Reduced |
| Wealthspire Advisors, LLC | 22,067 | $1.62M | 0.01% | +5,525+33.4% | Added |
| Hilltop Holdings Inc. | 21,979 | $1.61M | 0.10% | +26+0.1% | Added |
| Foster & Motley Inc | 21,914 | $1.61M | 0.09% | −1,231−5.3% | Reduced |
| Evolve Private Wealth, LLC | 21,831 | $1.60M | 0.10% | +21,831 | New |
| Herold Advisors, Inc. | 21,815 | $1.60M | 0.36% | +90.0% | Added |
| Abel Hall, LLC | 21,779 | $1.60M | 0.37% | +7,302+50.4% | Added |
| Mission Wealth Management, LP | 21,721 | $1.60M | 0.03% | −1,156−5.1% | Reduced |
| Highland Capital Management, LLC | 21,646 | $1.59M | 0.08% | −2,390−9.9% | Reduced |
| Parrish Capital LLC | 21,553 | $1.58M | 1.43% | +21,553 | New |
| Smartleaf Asset Management LLC | 21,332 | $1.57M | 0.06% | +2,352+12.4% | Added |
| PFG Investments, LLC | 21,218 | $1.56M | 0.07% | −39−0.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 21,181 | $1.56M | 0.29% | +234+1.1% | Added |
| Coppell Advisory Solutions LLC | 20,989 | $1.55M | 0.16% | −379−1.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 42,090 | $1.55M | 0.10% | +22,187+111.5% | Added |
| Sentinel Trust Co Lba | 21,037 | $1.55M | 0.15% | 00.0% | Unchanged |
| Hartree Partners, LP | 21,000 | $1.54M | 0.56% | +6,000+40.0% | Added |
| Lowe Brockenbrough & Co Inc | 20,977 | $1.54M | 0.08% | −337−1.6% | Reduced |
| Fiduciary Alliance LLC | 20,964 | $1.54M | 0.10% | −6,080−22.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 20,859 | $1.53M | 0.03% | −3,780−15.3% | Reduced |
| West Family Investments, Inc. | 20,722 | $1.52M | 0.36% | −4,199−16.8% | Reduced |
| Red Spruce Capital, LLC | 20,686 | $1.52M | 0.61% | +372+1.8% | Added |
| Kovitz Investment Group Partners, LLC | 20,637 | $1.52M | 0.03% | +5,261+34.2% | Added |
| Savant Capital, LLC | 20,581 | $1.51M | 0.01% | +2,350+12.9% | Added |
| Wesbanco Bank Inc | 20,565 | $1.51M | 0.04% | −5,489−21.1% | Reduced |
| Miracle Mile Advisors, LLC | 20,097 | $1.48M | 0.02% | +169+0.8% | Added |
| Recurrent Investment Advisors LLC | 53,641 | $1.47M | 0.11% | +521+1.0% | Added |
| Guardian Partners Inc. | 18,654 | $1.47M | 0.12% | +18,654 | New |
| Johnson Investment Counsel Inc | 19,925 | $1.46M | 0.01% | −220−1.1% | Reduced |
| Frank, Rimerman Advisors LLC | 19,896 | $1.46M | 0.09% | +118+0.6% | Added |
| Victrix Investment Advisors | 19,881 | $1.46M | 0.57% | +525+2.7% | Added |
| Barry Investment Advisors, LLC | 19,873 | $1.46M | 0.33% | −441−2.2% | Reduced |
| Harbour Investment Management LLC | 19,853 | $1.46M | 0.77% | −6,795−25.5% | Reduced |
| MidWestOne Financial Group, Inc. | 19,693 | $1.45M | 0.16% | +890+4.7% | Added |
| Integrated Investment Consultants, LLC | 19,569 | $1.44M | 0.28% | +16,251+489.8% | Added |
| Israel Discount Bank of New York | 19,424 | $1.43M | 3.88% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 19,409 | $1.43M | 0.33% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 19,245 | $1.41M | 0.61% | +134+0.7% | Added |
| Savvy Advisors, Inc. | 19,160 | $1.41M | 0.05% | +952+5.2% | Added |
| Chicago Capital, LLC | 19,085 | $1.40M | 0.03% | +1,563+8.9% | Added |
| Solstein Capital, LLC | 19,071 | $1.40M | 0.56% | 00.0% | Unchanged |
| Manske Wealth Management | 19,012 | $1.40M | 0.41% | −317−1.6% | Reduced |
| Midwest Trust Co | 18,992 | $1.40M | 0.02% | +1,709+9.9% | Added |
| AlphaCore Capital LLC | 18,804 | $1.38M | 0.03% | +4,519+31.6% | Added |
| Unified Investment Management | 18,803 | $1.38M | 1.40% | +40+0.2% | Added |
| Sterling Capital Management LLC | 18,760 | $1.38M | 0.02% | −33−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 18,754 | $1.38M | 0.02% | +2,388+14.6% | Added |
| Leavell Investment Management, Inc. | 18,569 | $1.36M | 0.06% | −479−2.5% | Reduced |
| Summit Financial, LLC | 18,512 | $1.36M | 0.02% | +1,230+7.1% | Added |
| Coastal Bridge Advisors, LLC | 17,958 | $1.32M | 0.10% | +139+0.8% | Added |
| Mather Group, LLC. | 17,793 | $1.31M | 0.01% | +186+1.1% | Added |
| WealthTrust Axiom LLC | 17,770 | $1.31M | 0.34% | +240+1.4% | Added |
| Greenleaf Trust | 17,610 | $1.29M | 0.01% | −476−2.6% | Reduced |
| Shufro Rose & Co LLC | 17,550 | $1.29M | 0.09% | −5,764−24.7% | Reduced |
| Chilton Capital Management LLC | 17,513 | $1.29M | 0.04% | −2,281−11.5% | Reduced |
| Benjamin Edwards Inc | 17,414 | $1.28M | 0.01% | +3,231+22.8% | Added |
| Resolute Capital, LLC | 17,318 | $1.27M | 0.53% | +17,318 | New |
| Evelyn Partners Investment Management LLP | 17,297 | $1.27M | 0.04% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 17,101 | $1.26M | 0.26% | −59−0.3% | Reduced |
| HBK Sorce Advisory LLC | 16,654 | $1.25M | 0.03% | −531−3.1% | Reduced |
| Moody National Bank Trust Division | 17,054 | $1.25M | 0.12% | −32−0.2% | Reduced |
| Next Level Private LLC | 17,005 | $1.25M | 0.33% | −103−0.6% | Reduced |
| Cullen Investment Group, Ltd. | 17,594 | $1.25M | 0.16% | −292−1.6% | Reduced |