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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 6,848 | $503.2K | 0.03% | +41+0.6% | Added |
| Buckingham Strategic Partners | 6,831 | $502.0K | 0.01% | +1,440+26.7% | Added |
| Courier Capital LLC | 6,830 | $501.9K | 0.03% | +20+0.3% | Added |
| Camden Capital, LLC | 6,809 | $500.4K | 0.03% | −3,078−31.1% | Reduced |
| Frec Markets, Inc. | 6,783 | $498.4K | 0.15% | +6,783 | New |
| Avant Capital LLC | 6,748 | $495.8K | 0.34% | 00.0% | Unchanged |
| NTV Asset Management LLC | 6,719 | $493.7K | 0.05% | +687+11.4% | Added |
| Eastern Bank | 6,703 | $492.5K | 0.01% | −138−2.0% | Reduced |
| Dorato Capital Management | 6,612 | $491.6K | 0.37% | +6,612 | New |
| Venture Visionary Partners LLC | 6,678 | $490.7K | 0.02% | +4+0.1% | Added |
| Eads & Heald Wealth Management | 6,676 | $490.6K | 0.24% | +3,230+93.7% | Added |
| Nautilus Advisors LLC | 6,662 | $489.5K | 0.32% | +4+0.1% | Added |
| Peregrine Asset Advisers, Inc. | 6,659 | $489.3K | 0.14% | +24+0.4% | Added |
| Beacon Capital Management, LLC | 6,616 | $486.1K | 0.08% | +186+2.9% | Added |
| Gsa Capital Partners LLP | 6,615 | $486.0K | 0.04% | +6,615 | New |
| Krilogy Financial LLC | 6,613 | $484.4K | 0.02% | +3,713+128.0% | Added |
| Gables Capital Management Inc. | 6,590 | $484.2K | 0.20% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 6,586 | $483.9K | 0.12% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 6,558 | $481.9K | 0.26% | +64+1.0% | Added |
| Cromwell Holdings LLC | 6,552 | $481.4K | 0.26% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 6,503 | $477.9K | 0.01% | +72+1.1% | Added |
| Birch Hill Investment Advisors LLC | 6,500 | $477.6K | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 6,455 | $474.3K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 6,426 | $472.2K | 0.03% | −311−4.6% | Reduced |
| Capital Advisors Inc | 6,419 | $471.7K | 0.01% | −21−0.3% | Reduced |
| Essex Savings Bank | 6,417 | $471.5K | 0.10% | +4+0.1% | Added |
| Ancora Advisors, LLC | 6,411 | $471.1K | 0.01% | +526+8.9% | Added |
| Burke & Herbert Bank & Trust Co | 6,402 | $470.4K | 0.13% | −488−7.1% | Reduced |
| Beaton Management Co. Inc. | 6,390 | $470.0K | 0.21% | −60−0.9% | Reduced |
| Alliance Wealth Advisors, LLC | 6,327 | $464.9K | 0.10% | −2,425−27.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 6,326 | $464.8K | 0.11% | −786−11.1% | Reduced |
| Rossmore Private Capital | 6,308 | $463.5K | 0.04% | −150−2.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,291 | $462.3K | 0.01% | −154−2.4% | Reduced |
| Xxi Wealth, LLC | 6,283 | $461.7K | 0.28% | +6,283 | New |
| Minot DeBlois Advisors LLC | 6,254 | $459.5K | 0.41% | −9−0.1% | Reduced |
| Modera Wealth Management, LLC | 6,227 | $457.5K | 0.01% | +325+5.5% | Added |
| AMG National Trust Bank | 6,224 | $457.3K | 0.01% | +1,330+27.2% | Added |
| Hardy Reed LLC | 6,185 | $454.5K | 0.03% | +739+13.6% | Added |
| Sonoma Allocations LLC | 5,960 | $454.3K | 0.15% | +1,157+24.1% | Added |
| Marks Group Wealth Management, Inc | 6,159 | $452.6K | 0.04% | −217−3.4% | Reduced |
| Romano Brothers and Company | 6,150 | $451.9K | 0.05% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 5,995 | $451.4K | 0.16% | +20.0% | Added |
| Legacy Capital Wealth Partners, LLC | 6,138 | $451.1K | 0.10% | +379+6.6% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 6,300 | $450.7K | 0.15% | +41+0.7% | Added |
| Journey Retirement Planning & Investment Management LLC | 6,120 | $449.6K | 0.09% | +6,120 | New |
| Rothschild Investment LLC | 6,115 | $449.3K | 0.02% | +49+0.8% | Added |
| RiverFront Investment Group, LLC | 6,115 | $449.3K | 0.01% | +94+1.6% | Added |
| Axxcess Wealth Management, LLC | 6,103 | $448.5K | 0.01% | −5−0.1% | Reduced |
| Guggenheim Capital LLC | 6,099 | $448.2K | 0.00% | −841−12.1% | Reduced |
| Summit Global Investments | 6,077 | $447.0K | 0.03% | +6,077 | New |
| Ascent Group, LLC | 6,079 | $446.7K | 0.02% | −512−7.8% | Reduced |
| Hamel Associates, Inc. | 6,050 | $446.2K | 0.13% | 00.0% | Unchanged |
| Trust Co of Virginia | 6,072 | $446.2K | 0.04% | −400−6.2% | Reduced |
| Holistic Planning, LLC | 6,061 | $445.4K | 0.09% | −184−2.9% | Reduced |
| Balentine LLC | 6,059 | $445.2K | 0.02% | +2,640+77.2% | Added |
| Osborne Partners Capital Management, LLC | 6,015 | $442.0K | 0.02% | −3,985−39.9% | Reduced |
| Strategic Advisors LLC | 6,000 | $440.9K | 0.07% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 6,000 | $440.9K | 0.04% | 00.0% | Unchanged |
| Commons Capital, LLC | 6,000 | $440.9K | 0.31% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,991 | $440.2K | 0.03% | +12+0.2% | Added |
| Resources Investment Advisors, LLC. | 5,970 | $438.6K | 0.00% | −951−13.7% | Reduced |
| Wallace Advisory Group, LLC | 5,937 | $436.3K | 0.46% | −3,028−33.8% | Reduced |
| Alessandra Capital Management, LLC | 5,922 | $435.1K | 0.39% | +5,922 | New |
| Texas Capital Bank Wealth Management Services Inc | 5,905 | $433.9K | 0.03% | +5,905 | New |
| Argent Trust Co | 5,903 | $433.8K | 0.01% | −494−7.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,762 | $432.4K | 0.01% | +1,919+49.9% | Added |
| Elevated Capital Advisors, LLC | 5,881 | $432.1K | 0.10% | +22+0.4% | Added |
| Picton Mahoney Asset Management | 11,600 | $428.8K | 0.00% | +11,600 | New |
| Elevated Private Wealth, LLC | 5,790 | $425.4K | 0.44% | +5,790 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,752 | $422.6K | 0.04% | −76−1.3% | Reduced |
| Balyasny Asset Management LLC | 5,727 | $420.8K | 0.00% | −6,131−51.7% | Reduced |
| SG Trading Solutions, LLC | 5,706 | $419.0K | 0.10% | +5,706 | New |
| Rexford Capital Inc | 5,688 | $418.0K | 0.32% | +40+0.7% | Added |
| Moneta Group Investment Advisors LLC | 5,688 | $417.9K | 0.00% | +1,012+21.6% | Added |
| Wellington Shields & Co., LLC | 5,674 | $416.9K | 0.10% | +600+11.8% | Added |
| Community Bank of Raymore | 5,650 | $415.2K | 0.28% | 00.0% | Unchanged |
| Anchyra Partners LLC | 5,646 | $414.9K | 0.13% | +5,646 | New |
| Beaumont Financial Advisors, LLC | 5,620 | $413.0K | 0.03% | +231+4.3% | Added |
| Wulff, Hansen & Co. | 5,611 | $412.3K | 0.35% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 5,605 | $411.9K | 0.19% | +76+1.4% | Added |
| LaSalle St. Investment Advisors, LLC | 5,576 | $409.0K | 0.07% | +115+2.1% | Added |
| Avestar Capital, LLC | 5,552 | $408.0K | 0.03% | −98−1.7% | Reduced |
| Bill Few Associates, Inc. | 5,531 | $406.4K | 0.10% | −689−11.1% | Reduced |
| Bridges Investment Management Inc | 5,518 | $405.5K | 0.01% | −103−1.8% | Reduced |
| Pure Financial Advisors, Inc. | 5,518 | $405.4K | 0.01% | −1,782−24.4% | Reduced |
| CFS Investment Advisory Services, LLC | 5,517 | $405.4K | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,495 | $403.8K | 0.01% | +2,129+63.3% | Added |
| Brookstone Capital Management | 5,489 | $403.3K | 0.00% | +1,247+29.4% | Added |
| Foster Victor Wealth Advisors, LLC | 5,430 | $403.2K | 0.02% | +831+18.1% | Added |
| NorthRock Partners, LLC | 5,471 | $402.1K | 0.01% | +5,471 | New |
| FLC Capital Advisors | 5,468 | $401.8K | 0.07% | +293+5.7% | Added |
| Puzo Michael J | 5,450 | $400.5K | 0.11% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 5,432 | $399.1K | 0.09% | −12−0.2% | Reduced |
| Encompass More Asset Management | 5,364 | $394.2K | 0.07% | −14−0.3% | Reduced |
| Northeast Investment Management | 5,354 | $393.4K | 0.02% | −962−15.2% | Reduced |
| Nations Financial Group Inc, | 5,339 | $392.4K | 0.02% | +2,174+68.7% | Added |
| Transamerica Financial Advisors, Inc. | 5,338 | $392.2K | 0.03% | +453+9.3% | Added |
| Essex Financial Services, Inc. | 5,273 | $387.5K | 0.02% | +490+10.2% | Added |
| DSG Capital Advisors, LLC | 5,276 | $387.4K | 0.06% | 00.0% | Unchanged |
| PFS Partners, LLC | 5,256 | $386.2K | 0.18% | +48+0.9% | Added |