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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 8,603 | $800.0K | 0.48% | +746+9.5% | Added |
| Radnor Capital Management, LLC | 8,610 | $800.7K | 0.12% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 8,622 | $801.8K | 0.06% | +48+0.6% | Added |
| Journey Strategic Wealth LLC | 8,636 | $803.2K | 0.02% | +436+5.3% | Added |
| Henry James International Management, Inc. | 8,690 | $808.2K | 0.29% | +40.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,705 | $809.6K | 0.01% | −2,099−19.4% | Reduced |
| Shrier Wealth Management, LLC | 8,720 | $811.0K | 0.30% | −905−9.4% | Reduced |
| Indivisible Partners | 8,724 | $811.3K | 0.07% | +1,444+19.8% | Added |
| 180 Wealth Advisors, LLC | 8,749 | $813.7K | 0.09% | −150−1.7% | Reduced |
| Fruth Investment Management | 8,776 | $816.0K | 0.20% | −70−0.8% | Reduced |
| Farmers & Merchants Investments Inc | 8,779 | $816.4K | 0.02% | −500−5.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 8,802 | $818.6K | 0.05% | +2,897+49.1% | Added |
| Larson Financial Group LLC | 8,883 | $826.1K | 0.03% | +3,804+74.9% | Added |
| Hunter Associates Investment Management LLC | 8,907 | $828.0K | 0.11% | −700−7.3% | Reduced |
| Foundations Investment Advisors, LLC | 8,926 | $830.1K | 0.01% | +5,356+150.0% | Added |
| Rosenberg Matthew Hamilton | 9,010 | $837.9K | 0.17% | −60−0.7% | Reduced |
| Core Wealth Partners LLC | 9,049 | $841.6K | 0.39% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 9,052 | $841.9K | 0.01% | +2,221+32.5% | Added |
| Daymark Wealth Partners, LLC | 9,058 | $842.4K | 0.03% | −638−6.6% | Reduced |
| Simplicity Wealth,LLC | 9,189 | $854.6K | 0.05% | +88+1.0% | Added |
| Eagle Rock Investment Company, LLC | 9,250 | $860.3K | 0.13% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,257 | $860.9K | 0.00% | +1,053+12.8% | Added |
| Frec Markets, Inc. | 9,260 | $861.2K | 0.15% | +2,477+36.5% | Added |
| Pines Wealth Management, LLC | 9,270 | $862.1K | 0.28% | −2,468−21.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,272 | $862.3K | 0.00% | −5,836−38.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,345 | $869.1K | 0.02% | −11,292−54.7% | Reduced |
| VeraBank, N.A. | 9,391 | $873.4K | 0.16% | −183−1.9% | Reduced |
| Penbrook Management LLC | 9,400 | $874.2K | 0.66% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 9,404 | $874.5K | 0.04% | +132+1.4% | Added |
| Koshinski Asset Management, Inc. | 9,422 | $876.2K | 0.05% | −2,212−19.0% | Reduced |
| NBC Securities, Inc. | 9,441 | $878.1K | 0.07% | −111−1.2% | Reduced |
| PFG Advisors | 9,487 | $882.3K | 0.04% | +1,423+17.6% | Added |
| Artesa Financial Group, LLC | 9,518 | $885.2K | 0.84% | +10.0% | Added |
| Archetype Wealth Partners | 9,525 | $886.0K | 0.11% | 00.0% | Unchanged |
| Choate Investment Advisors | 9,542 | $887.4K | 0.02% | −472−4.7% | Reduced |
| Bright Futures Wealth Management, LLC. | 9,549 | $888.0K | 0.61% | +1,697+21.6% | Added |
| Argonautica Private Wealth Management, Inc | 9,566 | $889.6K | 0.27% | +1,233+14.8% | Added |
| Signature Estate & Investment Advisors LLC | 9,568 | $889.8K | 0.02% | +973+11.3% | Added |
| First Wilshire Securities Management Inc | 9,630 | $895.6K | 0.20% | −5−0.1% | Reduced |
| Pitcairn Wealth Advisors LLC | 12,201 | $896.5K | 0.08% | +2,641+27.6% | Added |
| Sigma Planning Corp | 9,656 | $898.0K | 0.02% | −574−5.6% | Reduced |
| W Advisors, LLC | 9,764 | $908.1K | 0.47% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 9,813 | $912.6K | 0.06% | +1,330+15.7% | Added |
| Diversify Wealth Management, LLC | 10,333 | $918.7K | 0.02% | +5,968+136.7% | Added |
| SALT Holding Corp. | 9,938 | $924.2K | 0.57% | 00.0% | Unchanged |
| Fiera Capital Corp | 9,997 | $929.7K | 0.00% | +925+10.2% | Added |
| Payne Capital LLC | 10,000 | $930.0K | 0.85% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 10,000 | $930.0K | 0.25% | +10,000 | New |
| Aull & Monroe Investment Management Corp | 10,021 | $932.0K | 0.43% | −405−3.9% | Reduced |
| LOM Asset Management Ltd | 10,050 | $934.6K | 0.27% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,102 | $939.5K | 0.01% | −525−4.9% | Reduced |
| Brighton Jones LLC | 10,147 | $943.7K | 0.02% | +10,147 | New |
| Resources Investment Advisors, LLC. | 10,162 | $945.0K | 0.01% | +4,192+70.2% | Added |
| Pingora Partners LLC | 10,170 | $945.8K | 0.56% | −100−1.0% | Reduced |
| Haverford Trust Co | 10,178 | $946.6K | 0.01% | −1,091−9.7% | Reduced |
| Shoker Investment Counsel, Inc. | 10,237 | $952.0K | 0.28% | −16−0.2% | Reduced |
| Kathmere Capital Management, LLC | 10,244 | $952.7K | 0.06% | −38−0.4% | Reduced |
| Trust Co of Toledo NA | 10,252 | $953.4K | 0.09% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,285 | $956.5K | 0.07% | −142−1.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 10,341 | $961.7K | 0.09% | +438+4.4% | Added |
| Fiduciary Alliance LLC | 10,709 | $962.1K | 0.06% | −10,255−48.9% | Reduced |
| Credit Agricole S A | 10,370 | $964.4K | 0.00% | +10,370 | New |
| Dynamic Advisor Solutions LLC | 10,395 | $966.7K | 0.03% | +125+1.2% | Added |
| Alhambra Investment Partners LLC | 10,449 | $971.8K | 0.45% | −1,561−13.0% | Reduced |
| Bradley Foster & Sargent Inc | 10,521 | $978.5K | 0.02% | −757−6.7% | Reduced |
| Smithfield Trust Co | 10,524 | $980.0K | 0.04% | 00.0% | Unchanged |
| Cura Wealth Advisors, LLC | 10,636 | $989.1K | 0.44% | −17−0.2% | Reduced |
| Finivi Inc. | 10,638 | $989.3K | 0.54% | −326−3.0% | Reduced |
| Nwam LLC | 10,642 | $989.8K | 0.06% | −268−2.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,697 | $994.9K | 0.03% | +30.0% | Added |
| Denali Advisors LLC | 10,753 | $1.00M | 0.11% | −74−0.7% | Reduced |
| Gratus Wealth Advisors, LLC | 10,825 | $1.01M | 0.15% | −737−6.4% | Reduced |
| Banco de Sabadell, S.A | 10,835 | $1.01M | 0.67% | +300+2.8% | Added |
| Meridian Wealth Management, LLC | 10,879 | $1.01M | 0.04% | −479−4.2% | Reduced |
| Basecamp Wealth Advisors LLC | 10,887 | $1.01M | 0.21% | −55−0.5% | Reduced |
| Joel Isaacson & Co., LLC | 10,891 | $1.01M | 0.03% | −201−1.8% | Reduced |
| National Asset Management, Inc. | 10,986 | $1.02M | 0.07% | −326−2.9% | Reduced |
| Versant Capital Management, Inc | 11,053 | $1.03M | 0.10% | +387+3.6% | Added |
| Equitable Trust Co | 11,060 | $1.03M | 0.05% | −2,067−15.7% | Reduced |
| Glen Eagle Advisors, LLC | 11,080 | $1.03M | 0.14% | −514−4.4% | Reduced |
| John G Ullman & Associates Inc | 11,100 | $1.03M | 0.14% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 11,135 | $1.04M | 0.05% | +84+0.8% | Added |
| Ingalls & Snyder LLC | 11,197 | $1.04M | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 11,205 | $1.04M | 0.02% | −283−2.5% | Reduced |
| Wedmont Private Capital | 11,327 | $1.04M | 0.03% | −108−0.9% | Reduced |
| London & Capital Asset Management Ltd | 11,316 | $1.05M | 0.01% | −3,460−23.4% | Reduced |
| MSH Capital Advisors LLC | 11,317 | $1.05M | 0.22% | +967+9.3% | Added |
| Clifford Swan Investment Counsel LLC | 11,336 | $1.05M | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 11,340 | $1.05M | 0.01% | +5,241+85.9% | Added |
| Motco | 11,431 | $1.06M | 0.10% | −1,031−8.3% | Reduced |
| Hudson Portfolio Management LLC | 11,472 | $1.07M | 0.90% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,534 | $1.07M | 0.02% | +2,521+28.0% | Added |
| Aptus Capital Advisors, LLC | 11,540 | $1.07M | 0.01% | +2,593+29.0% | Added |
| Crescent Sterling, Ltd. | 11,570 | $1.08M | 1.04% | −578−4.8% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 11,584 | $1.08M | 0.00% | +11,584 | New |
| Fractal Investments LLC | 11,588 | $1.08M | 0.13% | +4,088+54.5% | Added |
| Schulhoff & Co Inc | 11,635 | $1.08M | 0.45% | +13+0.1% | Added |
| Cowa, LLC | 11,646 | $1.08M | 0.29% | −541−4.4% | Reduced |
| Summitry LLC | 11,692 | $1.09M | 0.04% | +184+1.6% | Added |
| PDS Planning, Inc | 11,709 | $1.09M | 0.07% | +8+0.1% | Added |