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 |
|---|---|---|---|---|---|
| PCB Capital LLC | 16,770 | $1.23M | 1.98% | +16,770 | New |
| Strategic Global Advisors, LLC | 16,726 | $1.23M | 0.19% | +3,464+26.1% | Added |
| Royal London Asset Management Ltd | 16,699 | $1.23M | 0.00% | −690−4.0% | Reduced |
| Glenview Trust Co | 16,681 | $1.23M | 0.02% | +319+1.9% | Added |
| HSBC Holdings PLC | 16,658 | $1.22M | 0.00% | +15,743+1,720.5% | Added |
| LSV Asset Management | 16,500 | $1.21M | 0.00% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 15,072 | $1.21M | 0.36% | +276+1.9% | Added |
| King Luther Capital Management Corp | 16,422 | $1.21M | 0.00% | +1,568+10.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,917 | $1.20M | 0.01% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 16,247 | $1.19M | 0.02% | +69+0.4% | Added |
| Qtron Investments LLC | 16,218 | $1.19M | 0.15% | +1,690+11.6% | Added |
| Auxier Asset Management | 16,188 | $1.19M | 0.17% | −263−1.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,184 | $1.19M | 0.03% | −202−1.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 16,020 | $1.18M | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 15,999 | $1.18M | 0.02% | +1,098+7.4% | Added |
| Marietta Investment Partners LLC | 15,924 | $1.17M | 0.23% | 00.0% | Unchanged |
| Aso Group Ltd | 15,890 | $1.17M | 0.46% | +15,890 | New |
| Parallel Advisors, LLC | 15,655 | $1.15M | 0.02% | −164−1.0% | Reduced |
| Profund Advisors LLC | 15,328 | $1.13M | 0.03% | +5,716+59.5% | Added |
| AE Wealth Management LLC | 15,213 | $1.12M | 0.01% | +1,703+12.6% | Added |
| Permanens Capital L.P. | 15,210 | $1.12M | 0.15% | +15,210 | New |
| Avantra Family Wealth, Inc. | 15,173 | $1.11M | 0.81% | +408+2.8% | Added |
| Texas Yale Capital Corp. | 15,123 | $1.11M | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 15,108 | $1.11M | 0.00% | +1,784+13.4% | Added |
| Sowell Financial Services LLC | 15,037 | $1.10M | 0.04% | +1,058+7.6% | Added |
| Madison Asset Management, LLC | 14,929 | $1.10M | 0.01% | −634−4.1% | Reduced |
| Louisbourg Investments Inc. | 14,890 | $1.09M | 0.22% | −3,400−18.6% | Reduced |
| Miller Global Investments, LLC | 14,888 | $1.09M | 0.99% | +14,888 | New |
| Dynamic Technology Lab Private Ltd | 14,880 | $1.09M | 0.25% | +14,880 | New |
| Sunbelt Securities, Inc. | 14,801 | $1.09M | 0.07% | −79−0.5% | Reduced |
| London & Capital Asset Management Ltd | 14,776 | $1.09M | 0.01% | +651+4.6% | Added |
| CSS LLC | 14,732 | $1.08M | 0.06% | −15,807−51.8% | Reduced |
| SOL Capital Management CO | 14,698 | $1.08M | 0.10% | −510−3.4% | Reduced |
| Wedbush Securities Inc | 14,658 | $1.08M | 0.03% | +1,544+11.8% | Added |
| Cyndeo Wealth Partners, LLC | 14,617 | $1.07M | 0.06% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 14,600 | $1.07M | 0.02% | −15,400−51.3% | Reduced |
| American Financial Group Inc | 14,500 | $1.07M | 0.39% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 14,481 | $1.06M | 0.13% | +10+0.1% | Added |
| TCG Advisory Services, LLC | 14,380 | $1.06M | 0.03% | +243+1.7% | Added |
| Trust Point Inc. | 14,375 | $1.06M | 0.08% | +2,675+22.9% | Added |
| Crewe Advisors LLC | 14,146 | $1.04M | 0.09% | −697−4.7% | Reduced |
| Intrua Financial, LLC | 14,140 | $1.04M | 0.11% | +1,223+9.5% | Added |
| Great Diamond Partners, LLC | 13,938 | $1.02M | 0.20% | −327−2.3% | Reduced |
| IFP Advisors, Inc | 13,909 | $1.02M | 0.02% | −238−1.7% | Reduced |
| May Hill Capital, LLC | 13,790 | $1.01M | 0.27% | +701+5.4% | Added |
| HM Payson & Co | 13,786 | $1.01M | 0.01% | +12+0.1% | Added |
| Norden Group LLC | 13,767 | $1.01M | 0.10% | −214−1.5% | Reduced |
| Lee Danner & Bass Inc | 13,703 | $1.01M | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,630 | $1.00M | 0.02% | +1,201+9.7% | Added |
| Independent Financial Group, LLC | 13,574 | $997.4K | 0.02% | −553−3.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 13,516 | $993.1K | 0.05% | +7,511+125.1% | Added |
| Traynor Capital Management, Inc. | 13,496 | $991.7K | 0.05% | −193−1.4% | Reduced |
| Apollon Wealth Management, LLC | 13,488 | $991.1K | 0.02% | −837−5.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,446 | $988.0K | 0.01% | +3,775+39.0% | Added |
| Toronto Dominion Bank | 13,393 | $983.0K | 0.00% | +1,878+16.3% | Added |
| Evoke Wealth, LLC | 13,375 | $982.8K | 0.02% | +183+1.4% | Added |
| Rodgers Brothers Inc. | 13,375 | $982.8K | 0.12% | −2,400−15.2% | Reduced |
| Cresset Asset Management, LLC | 13,367 | $982.2K | 0.00% | −1,044−7.2% | Reduced |
| Ballentine Partners, LLC | 13,362 | $981.8K | 0.01% | −1,729−11.5% | Reduced |
| Tiaa Trust, National Association | 13,248 | $973.5K | 0.00% | +1,767+15.4% | Added |
| Bessemer Group Inc | 13,204 | $971.0K | 0.00% | +589+4.7% | Added |
| Pin Oak Investment Advisors Inc | 12,844 | $967.0K | 0.68% | −30−0.2% | Reduced |
| Howland Capital Management LLC | 13,149 | $966.2K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 13,148 | $966.1K | 0.07% | +1,465+12.5% | Added |
| Equitable Trust Co | 13,127 | $964.6K | 0.04% | +107+0.8% | Added |
| First Horizon Corp | 13,081 | $961.2K | 0.04% | +2,620+25.0% | Added |
| Fidelis Capital Partners, LLC | 13,065 | $960.0K | 0.07% | +658+5.3% | Added |
| Lebenthal Global Advisors, LLC | 13,034 | $957.7K | 0.15% | +867+7.1% | Added |
| EPG Wealth Management LLC | 12,959 | $952.2K | 0.26% | +155+1.2% | Added |
| Beck Mack & Oliver LLC | 12,947 | $951.3K | 0.02% | −700−5.1% | Reduced |
| Everstar Asset Management, LLC | 12,835 | $943.1K | 0.51% | +527+4.3% | Added |
| Chesley Taft & Associates LLC | 12,808 | $941.1K | 0.04% | +500+4.1% | Added |
| Sage Rhino Capital LLC | 12,804 | $940.8K | 0.18% | −457−3.4% | Reduced |
| M Holdings Securities, Inc. | 12,736 | $936.0K | 0.07% | +12,736 | New |
| Main Street Financial Solutions, LLC | 12,737 | $935.9K | 0.07% | −1,056−7.7% | Reduced |
| Wealthcare Advisory Partners LLC | 12,561 | $923.0K | 0.02% | +3,393+37.0% | Added |
| One Wealth Advisors, LLC | 12,480 | $917.0K | 0.11% | −131−1.0% | Reduced |
| Motco | 12,462 | $915.7K | 0.08% | +3,596+40.6% | Added |
| Aprio Wealth Management, LLC | 8,731 | $913.3K | 0.05% | +2,795+47.1% | Added |
| Busey Wealth Management | 12,339 | $906.7K | 0.02% | +1,313+11.9% | Added |
| Strait & Sound Wealth Management LLC | 12,289 | $903.0K | 0.34% | +12,289 | New |
| Cowa, LLC | 12,187 | $895.5K | 0.27% | −2,856−19.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,161 | $893.6K | 0.05% | +1,495+14.0% | Added |
| Crescent Sterling, Ltd. | 12,148 | $892.6K | 0.92% | −780−6.0% | Reduced |
| Clear Creek Financial Management, LLC | 12,029 | $883.9K | 0.07% | +475+4.1% | Added |
| Principal Securities, Inc. | 12,027 | $883.7K | 0.01% | +243+2.1% | Added |
| Net Worth Advisory Group | 12,027 | $883.7K | 0.18% | +2,372+24.6% | Added |
| Alhambra Investment Partners LLC | 12,010 | $882.5K | 0.41% | −156−1.3% | Reduced |
| Ethic Inc. | 12,009 | $882.4K | 0.01% | +1,183+10.9% | Added |
| Hancock Whitney Corp | 11,934 | $876.9K | 0.02% | −70−0.6% | Reduced |
| Capital Investment Advisors, LLC | 11,803 | $867.3K | 0.01% | +215+1.9% | Added |
| Brucke Financial, Inc. | 11,753 | $863.6K | 0.47% | +233+2.0% | Added |
| Pines Wealth Management, LLC | 11,738 | $862.5K | 0.28% | +15+0.1% | Added |
| Summit Trail Advisors, LLC | 11,721 | $861.3K | 0.01% | −2,528−17.7% | Reduced |
| PDS Planning, Inc | 11,701 | $859.8K | 0.06% | +1,250+12.0% | Added |
| Koshinski Asset Management, Inc. | 11,634 | $854.8K | 0.06% | −569−4.7% | Reduced |
| Schulhoff & Co Inc | 11,622 | $854.0K | 0.36% | +10+0.1% | Added |
| Syon Capital LLC | 11,599 | $852.3K | 0.04% | +889+8.3% | Added |
| Glen Eagle Advisors, LLC | 11,594 | $852.0K | 0.12% | −377−3.1% | Reduced |
| Gratus Wealth Advisors, LLC | 11,562 | $849.6K | 0.12% | +167+1.5% | Added |