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 |
|---|---|---|---|---|---|
| Summitry LLC | 11,508 | $845.6K | 0.04% | +1,107+10.6% | Added |
| Central Trust Co | 11,488 | $844.1K | 0.02% | −1,168−9.2% | Reduced |
| Hudson Portfolio Management LLC | 11,472 | $843.0K | 0.73% | 00.0% | Unchanged |
| Intrust Bank NA | 11,364 | $835.0K | 0.07% | +342+3.1% | Added |
| Meridian Wealth Management, LLC | 11,358 | $834.6K | 0.03% | +723+6.8% | Added |
| Clifford Swan Investment Counsel LLC | 11,336 | $833.0K | 0.03% | −1,200−9.6% | Reduced |
| National Asset Management, Inc. | 11,312 | $831.2K | 0.04% | +81+0.7% | Added |
| Bradley Foster & Sargent Inc | 11,278 | $828.7K | 0.01% | +30+0.3% | Added |
| Haverford Trust Co | 11,269 | $828.0K | 0.01% | −146−1.3% | Reduced |
| Equitable Holdings, Inc. | 11,267 | $827.9K | 0.01% | +3,181+39.3% | Added |
| Ingalls & Snyder LLC | 11,197 | $823.0K | 0.03% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 11,160 | $820.0K | 0.01% | +26+0.2% | Added |
| Wedmont Private Capital | 11,435 | $818.1K | 0.03% | +6+0.1% | Added |
| John G Ullman & Associates Inc | 11,100 | $815.6K | 0.11% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 11,092 | $815.0K | 0.03% | +3,372+43.7% | Added |
| Flagship Harbor Advisors, LLC | 11,051 | $812.0K | 0.04% | −3,879−26.0% | Reduced |
| First Manhattan Co | 11,004 | $808.6K | 0.00% | +2,672+32.1% | Added |
| U S Global Investors Inc | 11,000 | $808.3K | 0.09% | 00.0% | Unchanged |
| Finivi Inc. | 10,964 | $805.6K | 0.47% | +126+1.2% | Added |
| Basecamp Wealth Advisors LLC | 10,942 | $804.0K | 0.17% | +10,942 | New |
| Nwam LLC | 10,910 | $799.8K | 0.04% | +257+2.4% | Added |
| Gallacher Capital Management LLC | 10,872 | $798.9K | 0.31% | +16+0.1% | Added |
| Denali Advisors LLC | 10,827 | $795.6K | 0.09% | +137+1.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,804 | $793.9K | 0.01% | −1,282−10.6% | Reduced |
| Sendero Wealth Management, LLC | 10,763 | $790.9K | 0.09% | −4,136−27.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,694 | $785.8K | 0.03% | +302+2.9% | Added |
| Versant Capital Management, Inc | 10,666 | $783.7K | 0.10% | +1,271+13.5% | Added |
| Cura Wealth Advisors, LLC | 10,653 | $782.8K | 0.30% | −12−0.1% | Reduced |
| Gamco Investors, Inc. Et Al | 10,627 | $780.9K | 0.01% | −10−0.1% | Reduced |
| GAMMA Investing LLC | 10,582 | $777.6K | 0.04% | +469+4.6% | Added |
| Investor's Fiduciary Advisor Network, LLC | 10,549 | $775.0K | 0.17% | +20.0% | Added |
| Smithfield Trust Co | 10,524 | $775.0K | 0.03% | +850+8.8% | Added |
| Banco de Sabadell, S.A | 10,535 | $773.0K | 0.50% | −93−0.9% | Reduced |
| Smith, Moore & Co. | 10,427 | $766.1K | 0.06% | −185−1.7% | Reduced |
| Aull & Monroe Investment Management Corp | 10,426 | $766.1K | 0.38% | −100−1.0% | Reduced |
| New Republic Capital, LLC | 10,395 | $763.8K | 0.20% | +5,919+132.2% | Added |
| MSH Capital Advisors LLC | 10,350 | $760.5K | 0.16% | +1,824+21.4% | Added |
| Kathmere Capital Management, LLC | 10,282 | $755.5K | 0.05% | +193+1.9% | Added |
| Pingora Partners LLC | 10,270 | $754.6K | 0.46% | −1,155−10.1% | Reduced |
| Dynamic Advisor Solutions LLC | 10,270 | $754.6K | 0.02% | −602−5.5% | Reduced |
| Shoker Investment Counsel, Inc. | 10,253 | $753.4K | 0.22% | −279−2.6% | Reduced |
| Trust Co of Toledo NA | 10,252 | $753.3K | 0.07% | −165−1.6% | Reduced |
| Sigma Planning Corp | 10,230 | $751.7K | 0.02% | −286−2.7% | Reduced |
| Integrated Advisors Network LLC | 10,209 | $750.2K | 0.03% | −601−5.6% | Reduced |
| Diversified Trust Co | 10,138 | $744.9K | 0.01% | −223−2.2% | Reduced |
| Investors Research Corp | 10,107 | $742.7K | 0.14% | −250−2.4% | Reduced |
| Fox Run Management, L.L.C. | 10,055 | $738.8K | 0.11% | +2,152+27.2% | Added |
| LOM Asset Management Ltd | 10,050 | $738.5K | 0.21% | 00.0% | Unchanged |
| Choate Investment Advisors | 10,014 | $735.8K | 0.01% | +1,824+22.3% | Added |
| Payne Capital LLC | 10,000 | $734.8K | 0.75% | 00.0% | Unchanged |
| Clarius Group, LLC | 9,969 | $732.5K | 0.04% | 00.0% | Unchanged |
| SALT Holding Corp. | 9,938 | $730.2K | 0.58% | +9,938 | New |
| Linden Thomas Advisory Services, LLC | 9,903 | $727.7K | 0.07% | +453+4.8% | Added |
| OpenArc Corporate Advisory, LLC | 9,874 | $725.6K | 0.01% | +9,874 | New |
| Wealth Alliance | 9,870 | $725.2K | 0.07% | +495+5.3% | Added |
| InTrack Investment Management Inc | 9,866 | $725.0K | 0.41% | +594+6.4% | Added |
| Verdence Capital Advisors LLC | 9,862 | $724.6K | 0.04% | +148+1.5% | Added |
| W Advisors, LLC | 9,764 | $717.5K | 0.36% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 9,726 | $714.6K | 0.14% | +1,265+15.0% | Added |
| Daymark Wealth Partners, LLC | 9,696 | $712.5K | 0.02% | +149+1.6% | Added |
| First Wilshire Securities Management Inc | 9,635 | $708.0K | 0.18% | 00.0% | Unchanged |
| Shrier Wealth Management, LLC | 9,625 | $707.2K | 0.28% | +9,625 | New |
| Hunter Associates Investment Management LLC | 9,607 | $705.0K | 0.09% | −1,390−12.6% | Reduced |
| VeraBank, N.A. | 9,574 | $703.5K | 0.13% | −312−3.2% | Reduced |
| Pitcairn Wealth Advisors LLC | 9,560 | $702.5K | 0.06% | +9,560 | New |
| NBC Securities, Inc. | 9,552 | $701.9K | 0.05% | +176+1.9% | Added |
| Archetype Wealth Partners | 9,525 | $700.0K | 0.09% | −171−1.8% | Reduced |
| Artesa Financial Group, LLC | 9,517 | $699.3K | 0.72% | +9,517 | New |
| Bridgewater Advisors Inc. | 9,460 | $698.2K | 0.05% | −58−0.6% | Reduced |
| Penbrook Management LLC | 9,400 | $690.7K | 0.48% | 00.0% | Unchanged |
| AlTi Global, Inc. | 9,398 | $690.6K | 0.01% | +25+0.3% | Added |
| Farmers & Merchants Investments Inc | 9,279 | $681.8K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 9,272 | $681.3K | 0.03% | +905+10.8% | Added |
| Eagle Rock Investment Company, LLC | 9,250 | $679.7K | 0.10% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 9,210 | $676.8K | 0.02% | −42−0.5% | Reduced |
| KW Wealth Management LLC | 9,168 | $673.7K | 1.02% | +928+11.3% | Added |
| Collaborative Wealth Managment Inc. | 9,104 | $669.0K | 0.24% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 9,101 | $668.7K | 0.04% | −821−8.3% | Reduced |
| Letko, Brosseau & Associates Inc | 9,085 | $667.6K | 0.01% | −625,892−98.6% | Reduced |
| Fiera Capital Corp | 9,072 | $666.6K | 0.00% | +2,327+34.5% | Added |
| Rosenberg Matthew Hamilton | 9,070 | $666.4K | 0.14% | +44+0.5% | Added |
| Core Wealth Partners LLC | 9,049 | $664.9K | 0.30% | −10.0% | Reduced |
| Mutual Advisors, LLC | 9,013 | $662.3K | 0.01% | +192+2.2% | Added |
| Aptus Capital Advisors, LLC | 8,947 | $657.4K | 0.01% | +594+7.1% | Added |
| 180 Wealth Advisors, LLC | 8,899 | $653.9K | 0.07% | −79−0.9% | Reduced |
| Fruth Investment Management | 8,846 | $650.0K | 0.18% | 00.0% | Unchanged |
| Ignite Planners, LLC | 8,433 | $649.6K | 0.10% | +15+0.2% | Added |
| Seamount Financial Group Inc | 8,777 | $644.9K | 0.29% | −186−2.1% | Reduced |
| Henry James International Management, Inc. | 8,686 | $638.2K | 0.20% | −40.0% | Reduced |
| Jackson Square Capital, LLC | 8,670 | $637.1K | 0.13% | +1,269+17.1% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,626 | $633.8K | 0.03% | +8,626 | New |
| Radnor Capital Management, LLC | 8,610 | $632.7K | 0.09% | −600−6.5% | Reduced |
| Centurion Wealth Management LLC | 8,609 | $632.6K | 0.14% | +10.0% | Added |
| Signature Estate & Investment Advisors LLC | 8,595 | $631.6K | 0.01% | −1,629−15.9% | Reduced |
| Spire Wealth Management | 8,577 | $630.3K | 0.02% | +7+0.1% | Added |
| Cozad Asset Management Inc | 8,574 | $630.0K | 0.05% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 8,574 | $630.0K | 0.56% | +8,574 | New |
| Chemistry Wealth Management LLC | 8,539 | $627.5K | 0.12% | +21+0.2% | Added |
| Boyd Watterson Asset Management LLC | 8,526 | $626.5K | 0.18% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 8,507 | $625.1K | 0.21% | −800−8.6% | Reduced |