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 |
|---|---|---|---|---|---|
| Grimes & Company, Inc. | 8,487 | $623.6K | 0.01% | −802−8.6% | Reduced |
| Greenspring Advisors, LLC | 8,483 | $623.3K | 0.04% | +8,483 | New |
| Evernest Financial Advisors, LLC | 8,006 | $622.9K | 0.13% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8,452 | $621.1K | 0.01% | +1,333+18.7% | Added |
| Legacy Wealth Asset Management, LLC | 8,448 | $620.8K | 0.15% | −71−0.8% | Reduced |
| Plan A Wealth LLC | 8,428 | $619.3K | 0.30% | +5+0.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,204 | $618.9K | 0.00% | +587+7.7% | Added |
| Inscription Capital, LLC | 8,396 | $616.9K | 0.06% | +7+0.1% | Added |
| Monticello Wealth Management, LLC | 8,376 | $615.5K | 0.04% | +2,251+36.8% | Added |
| Boston Family Office LLC | 8,369 | $615.0K | 0.04% | −50−0.6% | Reduced |
| Philadelphia Trust Co | 8,350 | $614.0K | 0.04% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 8,335 | $612.5K | 0.04% | −34−0.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 8,333 | $612.3K | 0.18% | +1,266+17.9% | Added |
| Sage Mountain Advisors LLC | 8,299 | $609.8K | 0.03% | −14−0.2% | Reduced |
| Gibbs Wealth Management | 8,599 | $609.1K | 0.15% | +6+0.1% | Added |
| Private Trust Co NA | 8,248 | $606.1K | 0.05% | +701+9.3% | Added |
| EntryPoint Capital, LLC | 8,241 | $605.5K | 0.24% | +5,197+170.7% | Added |
| Pullen Investment Management, LLC | 8,217 | $603.8K | 0.32% | +284+3.6% | Added |
| Harrell Investment Partners, LLC | 8,212 | $603.4K | 0.14% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8,210 | $603.3K | 0.01% | +192+2.4% | Added |
| Portland Global Advisors LLC | 8,205 | $602.9K | 0.06% | −350−4.1% | Reduced |
| Journey Strategic Wealth LLC | 8,200 | $602.5K | 0.02% | −166−2.0% | Reduced |
| NBT Bank N A | 8,198 | $600.0K | 0.04% | +73+0.9% | Added |
| Gryphon Financial Partners LLC | 8,119 | $596.6K | 0.06% | +518+6.8% | Added |
| PFG Advisors | 8,064 | $592.6K | 0.03% | −4,573−36.2% | Reduced |
| National Philanthropic Trust | 8,051 | $591.6K | 0.01% | +36+0.4% | Added |
| Conning Inc. | 8,032 | $590.2K | 0.02% | +946+13.4% | Added |
| Bulltick Wealth Management, LLC | 8,032 | $590.2K | 0.13% | +1,236+18.2% | Added |
| R.H. Dinel Investment Counsel, Inc. | 8,015 | $588.9K | 0.43% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 8,000 | $587.8K | 0.03% | +346+4.5% | Added |
| Aries Wealth Management | 7,997 | $587.6K | 0.13% | −252−3.1% | Reduced |
| Orion Investment Co | 7,989 | $587.0K | 0.18% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 7,952 | $584.3K | 0.00% | −108,770−93.2% | Reduced |
| Kovack Advisors, Inc. | 7,931 | $582.8K | 0.03% | +1,386+21.2% | Added |
| Bruce G. Allen Investments, LLC | 7,914 | $581.5K | 0.39% | −15−0.2% | Reduced |
| Atlantic Trust, LLC | 7,909 | $581.1K | 0.09% | −242−3.0% | Reduced |
| Hollencrest Capital Management | 7,906 | $580.9K | 0.02% | +10+0.1% | Added |
| Stock Yards Bank & Trust Co | 7,876 | $578.7K | 0.02% | −2,138−21.4% | Reduced |
| Old North State Trust, LLC | 7,857 | $577.0K | 0.34% | +1,594+25.5% | Added |
| Douglass Winthrop Advisors, LLC | 7,852 | $577.0K | 0.01% | +386+5.2% | Added |
| Bright Futures Wealth Management, LLC. | 7,852 | $577.0K | 0.43% | +7,852 | New |
| Welch & Forbes LLC | 7,836 | $575.8K | 0.01% | 00.0% | Unchanged |
| Investment Research Partners LLC | 7,815 | $574.3K | 0.25% | +710+10.0% | Added |
| Simon Quick Advisors, LLC | 7,785 | $572.1K | 0.02% | −969−11.1% | Reduced |
| GW Henssler & Associates Ltd | 7,781 | $571.7K | 0.03% | −2,880−27.0% | Reduced |
| MONECO Advisors, LLC | 7,772 | $571.1K | 0.05% | +65+0.8% | Added |
| Probity Advisors, Inc. | 7,741 | $568.8K | 0.09% | −213−2.7% | Reduced |
| Quotient Wealth Partners, LLC | 7,714 | $566.8K | 0.02% | +298+4.0% | Added |
| Dearborn Partners LLC | 7,694 | $565.3K | 0.03% | +142+1.9% | Added |
| DMG Group, LLC | 7,693 | $565.3K | 0.38% | −963−11.1% | Reduced |
| Gotham Asset Management, LLC | 7,678 | $564.2K | 0.00% | +835+12.2% | Added |
| Albert D Mason Inc | 7,656 | $562.6K | 0.37% | +41+0.5% | Added |
| Tred Avon Family Wealth, LLC | 7,618 | $559.8K | 0.18% | −398−5.0% | Reduced |
| Estabrook Capital Management | 7,615 | $559.5K | 0.08% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 7,580 | $557.0K | 0.08% | +504+7.1% | Added |
| Empower Advisory Group, LLC | 7,574 | $556.5K | 0.00% | −356−4.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,544 | $554.4K | 0.00% | −757−9.1% | Reduced |
| Bogart Wealth, LLC | 7,536 | $553.7K | 0.02% | −4,361−36.7% | Reduced |
| Childress Capital Advisors, LLC | 7,526 | $553.0K | 0.09% | +11+0.1% | Added |
| Mattern Wealth Management LLC | 7,520 | $552.6K | 0.11% | 00.0% | Unchanged |
| Change Path, LLC | 7,520 | $552.6K | 0.01% | −383−4.8% | Reduced |
| Mairs & Power Inc | 7,504 | $551.4K | 0.01% | 00.0% | Unchanged |
| Fractal Investments LLC | 7,500 | $551.1K | 0.08% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 7,463 | $548.4K | 0.09% | −84−1.1% | Reduced |
| Focused Alpha, LLC | 7,434 | $546.3K | 0.16% | +7,434 | New |
| Williams Jones Wealth Management, LLC. | 7,429 | $545.9K | 0.01% | −371−4.8% | Reduced |
| Trust Co of Vermont | 7,426 | $545.7K | 0.02% | +126+1.7% | Added |
| James Investment Research Inc | 7,421 | $545.3K | 0.06% | +7,421 | New |
| Fielder Capital Group LLC | 7,415 | $544.9K | 0.12% | +1,302+21.3% | Added |
| Plancorp, LLC | 7,413 | $544.7K | 0.02% | −70−0.9% | Reduced |
| Councilmark Asset Management, LLC | 7,355 | $540.4K | 0.30% | −420−5.4% | Reduced |
| Fortress Private Ledger, LLC | 7,353 | $540.3K | 0.18% | +2,960+67.4% | Added |
| Davis R M Inc | 7,317 | $537.7K | 0.01% | 00.0% | Unchanged |
| GQG Partners LLC | 7,307 | $536.9K | 0.00% | −1,073−12.8% | Reduced |
| Two Sigma Investments, LP | 7,300 | $536.4K | 0.00% | −19,100−72.3% | Reduced |
| Indivisible Partners | 7,280 | $535.0K | 0.06% | +7,280 | New |
| Umb Bank N A | 7,270 | $534.2K | 0.01% | −389−5.1% | Reduced |
| Global Trust Asset Management, LLC | 7,225 | $530.9K | 0.21% | +155+2.2% | Added |
| EverSource Wealth Advisors, LLC | 7,207 | $529.5K | 0.02% | −195−2.6% | Reduced |
| Schnieders Capital Management, LLC. | 7,185 | $528.0K | 0.08% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 7,130 | $524.0K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 7,130 | $523.9K | 0.19% | −193−2.6% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 7,126 | $523.6K | 0.21% | +112+1.6% | Added |
| Harbour Investments, Inc. | 7,117 | $523.0K | 0.01% | −33−0.5% | Reduced |
| Washington Trust Co | 7,100 | $521.7K | 0.02% | +576+8.8% | Added |
| Drive Wealth Management, LLC | 7,088 | $520.8K | 0.10% | +22+0.3% | Added |
| Janus Henderson Group PLC | 7,081 | $520.3K | 0.00% | +55+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 7,080 | $520.2K | 0.00% | −665−8.6% | Reduced |
| Select Asset Management & Trust | 7,074 | $520.0K | 0.16% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7,024 | $516.1K | 0.04% | +512+7.9% | Added |
| Farmers Trust Co | 6,992 | $513.8K | 0.08% | +500+7.7% | Added |
| Woodmont Investment Counsel LLC | 6,973 | $512.4K | 0.03% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 6,951 | $510.8K | 0.30% | +17+0.2% | Added |
| Seed Wealth Management, Inc. | 6,927 | $509.0K | 0.35% | −300−4.2% | Reduced |
| Kavar Capital Partners Group, LLC | 6,923 | $508.7K | 0.07% | +39+0.6% | Added |
| 17 Capital Partners, LLC | 6,886 | $506.0K | 0.26% | +3,451+100.5% | Added |
| BKD Wealth Advisors, LLC | 6,883 | $505.8K | 0.01% | +71+1.0% | Added |
| Modern Wealth Management, LLC | 6,877 | $505.3K | 0.01% | +608+9.7% | Added |
| Harbour Capital Advisors, LLC | 6,693 | $504.9K | 0.10% | +325+5.1% | Added |
| LMCG Investments, LLC | 6,851 | $503.4K | 0.03% | −123−1.8% | Reduced |