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Livermore
Livermore
ZHEN

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, Q1 2026

Institutional positions in Shell plc as of Mar 31, 2026. 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
1,596
+167 vs. Q4 2025
Shares held
371.3M
+12.6M (+3.5%) vs. Q4 2025
Total value
$34.5B
+$8.19B (+31.1%) vs. Q4 2025
New holders
243
526 more added
Sold out
76
524 more reduced

27 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 1,596 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ1 2026: $34.5B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$149.9K

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q4 2025.

Institutions holding SHEL in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Loomis Sayles & Co L P1$820.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC1$930.00%00.0%Unchanged
Sofos Investments, Inc.3$2790.00%+3New
Walsh & Associates, LLC4$3720.00%+4New
Hughes Financial Services, LLC9$8370.00%00.0%Unchanged
Godfrey Financial Associates, Inc.9$8370.00%00.0%Unchanged
Caitlin John, LLC13$1.21K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC15$1.40K0.00%−52−77.6%Reduced
Atwood & Palmer Inc15$1.40K0.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.15$1.40K0.00%+15New
Bernard Wealth Management Corp.19$1.77K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.25$2.33K0.00%00.0%Unchanged
Toth Financial Advisory Corp26$2.42K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC28$2.57K0.00%00.0%Unchanged
DAGCO, Inc.30$2.79K0.00%00.0%Unchanged
Horrell Capital Management, Inc.32$2.98K0.00%+32New
Ogorek Anthony Joseph36$3.00K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC33$3.07K0.00%00.0%Unchanged
IAG Wealth Partners, LLC34$3.16K0.00%+34New
Sunrise Financial Services, LLC36$3.35K0.00%+3+9.1%Added
Raleigh Capital Management Inc.36$3.35K0.00%+36New
Wealth Science Advisors LLC55$4.04K0.00%+55New
Ameritas Investment Partners, Inc.44$4.13K0.00%00.0%Unchanged
Olistico Wealth, LLC45$4.16K0.00%00.0%Unchanged
Evermay Wealth Management LLC46$4.28K0.00%−54−54.0%Reduced
Darwin Advisors, LLC47$4.39K0.00%+1+2.2%Added
McGuire Capital Advisors Inc49$4.56K0.00%−17−25.8%Reduced
Pacifica Partners Inc.50$4.65K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.50$4.65K0.00%00.0%Unchanged
Resources Management Corp50$5.00K0.00%−350−87.5%Reduced
Covestor Ltd58$5.00K0.00%+21+56.8%Added
Mascoma Wealth Management LLC54$5.02K0.00%00.0%Unchanged
Park Square Financial Group, LLC58$5.39K0.04%−91−61.1%Reduced
Gunpowder Capital Management, LLC dba Oliver Wealth Management61$5.73K0.00%00.0%Unchanged
Byrne Asset Management LLC64$5.95K0.00%00.0%Unchanged
CX Institutional61$6.00K0.00%−33−35.1%Reduced
Wellington-Altus USA Inc.78$6.05K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.66$6.14K0.00%00.0%Unchanged
Piscataqua Savings Bank66$6.14K0.00%00.0%Unchanged
Burk Holdings LLC69$6.42K0.00%+69New
JDM Financial Group LLC72$6.70K0.00%+72New
Bell Investment Advisors, Inc73$6.79K0.00%+9+14.1%Added
Aventura Private Wealth, LLC74$6.88K0.00%00.0%Unchanged
Benson Wealth Management INC80$7.44K0.01%00.0%Unchanged
Portus Wealth Advisors, LLC81$7.53K0.01%+81New
Syntax Research, Inc.83$7.72K0.00%00.0%Unchanged
HighMark Wealth Management LLC83$7.72K0.00%+83New
Main Street Group, LTD83$7.72K0.00%+83New
Valued Wealth Advisors LLC89$8.28K0.00%+83+1,383.3%Added
Kerr Financial Planning Corp98$8.58K0.01%+2+2.1%Added
Breakwater Investment Management96$8.93K0.00%00.0%Unchanged
Godsey & Gibb Associates100$9.30K0.00%−200−66.7%Reduced
Costello Asset Management, INC100$9.30K0.00%+100New
Corsicana & Co.128$9.38K0.01%00.0%Unchanged
Bare Financial Services, Inc102$9.49K0.00%00.0%Unchanged
IMA Wealth, Inc.107$9.95K0.00%−9−7.8%Reduced
Ballast Advisors LLC107$9.95K0.00%+107New
Gen-Wealth Partners Inc108$10.0K0.00%+108New
Morse Asset Management, Inc110$10.2K0.00%00.0%Unchanged
MB, Levis & Associates, LLC110$10.3K0.00%+1+0.9%Added
DHJJ Financial Advisors, Ltd.114$10.6K0.00%00.0%Unchanged
Raffa Wealth Management, LLC116$10.8K0.00%00.0%Unchanged
Intentional Wealth Strategies, LLC117$10.9K0.01%+117New
YANKCOM Partnership122$11.3K0.00%−229−65.2%Reduced
Monetary Solutions, Ltd123$11.4K0.01%00.0%Unchanged
MV Capital Management, Inc.124$11.5K0.00%+92+287.5%Added
Boreal Capital Management LLC125$11.6K0.01%00.0%Unchanged
Marshall Investment Management, LLC126$11.7K0.01%+126New
Clark Wealth Partners128$11.9K0.01%+1+0.8%Added
GoalVest Advisory LLC129$12.0K0.00%00.0%Unchanged
Strategic Wealth Advisors LLC133$12.0K0.01%−134−50.2%Reduced
Pinney & Scofield, Inc.130$12.1K0.01%00.0%Unchanged
Strengthening Families & Communities, LLC133$12.4K0.00%+133New
Westfuller Advisors, LLC135$12.5K0.01%+1+0.7%Added
Bank of Jackson Hole Trust136$12.6K0.01%00.0%Unchanged
CoreFirst Bank & Trust139$12.9K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC139$12.9K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.142$13.2K0.00%00.0%Unchanged
Essential Partners LLC148$13.8K0.00%00.0%Unchanged
Cornerstone Financial Management LLC148$13.8K0.01%+29+24.4%Added
RMG Wealth Management LLC164$14.0K0.00%00.0%Unchanged
Lavaca Capital LLC154$14.3K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC162$15.0K0.00%00.0%Unchanged
Maseco LLP163$15.2K0.00%+163New
Kingdom Financial Group LLC.164$15.3K0.00%+103+168.9%Added
Lloyd Advisory Services, LLC.164$15.3K0.00%+164New
Investment Research & Advisory Group, Inc.165$15.3K0.01%00.0%Unchanged
High Note Wealth, LLC166$15.4K0.00%00.0%Unchanged
Synergy Investment Management, LLC170$15.8K0.01%+170New
Evelyn Partners Investment Management Services Ltd178$16.6K0.00%00.0%Unchanged
Arlington Trust Co LLC191$17.8K0.00%+191New
Principia Wealth Advisory, LLC193$17.9K0.01%+47+32.2%Added
Wall Street Financial Group, Inc.195$18.1K0.01%+195New
Quent Capital, LLC196$18.2K0.00%00.0%Unchanged
Global Wealth Strategies & Associates196$18.2K0.00%+31+18.8%Added
Security National Bank200$18.6K0.00%00.0%Unchanged
Front Row Advisors LLC200$18.6K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC200$18.6K0.00%00.0%Unchanged
Kentucky Trust Co200$18.6K0.01%00.0%Unchanged
Financial Freedom, LLC206$19.1K0.01%00.0%Unchanged