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 |
|---|---|---|---|---|---|
| Gallacher Capital Management LLC | 11,718 | $1.09M | 0.42% | +846+7.8% | Added |
| Flputnam Investment Management Co | 11,761 | $1.09M | 0.02% | +601+5.4% | Added |
| Net Worth Advisory Group | 11,762 | $1.09M | 0.23% | −265−2.2% | Reduced |
| Avantra Family Wealth, Inc. | 11,868 | $1.10M | 0.82% | −3,305−21.8% | Reduced |
| Main Street Financial Solutions, LLC | 11,937 | $1.11M | 0.08% | −800−6.3% | Reduced |
| HM Payson & Co | 11,980 | $1.11M | 0.02% | −1,806−13.1% | Reduced |
| Leuthold Group, LLC | 11,991 | $1.12M | 0.12% | +11,991 | New |
| Wealthcare Advisory Partners LLC | 12,098 | $1.13M | 0.02% | −463−3.7% | Reduced |
| Fidelis Capital Partners, LLC | 12,216 | $1.14M | 0.08% | −849−6.5% | Reduced |
| Intrust Bank NA | 12,222 | $1.14M | 0.09% | +858+7.6% | Added |
| Dorsey & Whitney Trust CO LLC | 12,264 | $1.14M | 0.06% | +103+0.8% | Added |
| TD Private Client Wealth LLC | 12,287 | $1.14M | 0.02% | −25,954−67.9% | Reduced |
| Chesley Taft & Associates LLC | 12,308 | $1.14M | 0.05% | −500−3.9% | Reduced |
| Hayek Kallen Investment Management | 12,323 | $1.15M | 0.37% | +12,323 | New |
| GM Advisory Group, Inc. | 12,331 | $1.15M | 0.04% | +12,331 | New |
| Capital Investment Advisors, LLC | 12,338 | $1.15M | 0.02% | +535+4.5% | Added |
| M Holdings Securities, Inc. | 13,091 | $1.15M | 0.08% | +355+2.8% | Added |
| HSBC Holdings PLC | 12,434 | $1.16M | 0.00% | −4,224−25.4% | Reduced |
| Strait & Sound Wealth Management LLC | 12,468 | $1.16M | 0.44% | +179+1.5% | Added |
| OpenArc Corporate Advisory, LLC | 12,636 | $1.18M | 0.02% | +2,762+28.0% | Added |
| Sage Rhino Capital LLC | 12,655 | $1.18M | 0.22% | −149−1.2% | Reduced |
| Pin Oak Investment Advisors Inc | 12,659 | $1.18M | 0.83% | −185−1.4% | Reduced |
| ClearAlpha Technologies LP | 12,664 | $1.18M | 2.42% | +12,664 | New |
| One Wealth Advisors, LLC | 12,703 | $1.18M | 0.15% | +223+1.8% | Added |
| Syon Capital LLC | 12,829 | $1.19M | 0.06% | +1,230+10.6% | Added |
| Equitable Holdings, Inc. | 15,441 | $1.20M | 0.01% | +4,174+37.0% | Added |
| Wedbush Securities Inc | 12,913 | $1.20M | 0.04% | −1,745−11.9% | Reduced |
| First Horizon Corp | 12,926 | $1.20M | 0.05% | −155−1.2% | Reduced |
| Family Management Corp | 12,940 | $1.20M | 0.14% | −57,561−81.6% | Reduced |
| Beck Mack & Oliver LLC | 12,947 | $1.20M | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 13,004 | $1.21M | 0.02% | +995+8.3% | Added |
| GAMMA Investing LLC | 13,062 | $1.21M | 0.06% | +2,480+23.4% | Added |
| Altshuler Shaham Ltd | 13,109 | $1.22M | 0.02% | −1,491−10.2% | Reduced |
| Howland Capital Management LLC | 13,149 | $1.22M | 0.05% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 13,200 | $1.23M | 0.14% | −175−1.3% | Reduced |
| Caption Management, LLC | 13,200 | $1.23M | 0.06% | +13,200 | New |
| EPG Wealth Management LLC | 13,239 | $1.23M | 0.33% | +280+2.2% | Added |
| Profund Advisors LLC | 13,264 | $1.23M | 0.05% | −2,064−13.5% | Reduced |
| Intrua Financial, LLC | 13,264 | $1.23M | 0.13% | −876−6.2% | Reduced |
| Transcend Wealth Collective, LLC | 13,273 | $1.23M | 0.10% | +125+1.0% | Added |
| Everstar Asset Management, LLC | 13,296 | $1.24M | 0.66% | +461+3.6% | Added |
| Norden Group LLC | 13,472 | $1.25M | 0.12% | −295−2.1% | Reduced |
| Traynor Capital Management, Inc. | 13,531 | $1.25M | 0.07% | +35+0.3% | Added |
| Lee Danner & Bass Inc | 13,703 | $1.27M | 0.08% | 00.0% | Unchanged |
| Emerald Investment Advisers, LLC | 13,911 | $1.29M | 0.12% | +13,911 | New |
| Aprio Wealth Management, LLC | 13,913 | $1.29M | 0.07% | +5,182+59.4% | Added |
| Sunbelt Securities, Inc. | 13,945 | $1.30M | 0.08% | −856−5.8% | Reduced |
| Independent Financial Group, LLC | 13,993 | $1.30M | 0.03% | +419+3.1% | Added |
| Lebenthal Global Advisors, LLC | 14,010 | $1.30M | 0.19% | +976+7.5% | Added |
| Crewe Advisors LLC | 14,125 | $1.31M | 0.11% | −21−0.1% | Reduced |
| IHT Wealth Management, LLC | 14,125 | $1.31M | 0.03% | +495+3.6% | Added |
| Toronto Dominion Bank | 14,122 | $1.31M | 0.00% | +729+5.4% | Added |
| Evoke Wealth, LLC | 14,161 | $1.32M | 0.02% | +786+5.9% | Added |
| Independence Bank of Kentucky | 14,306 | $1.33M | 0.17% | −175−1.2% | Reduced |
| Hancock Whitney Corp | 14,709 | $1.34M | 0.02% | +2,775+23.3% | Added |
| Louisbourg Investments Inc. | 14,490 | $1.35M | 0.25% | −400−2.7% | Reduced |
| American Financial Group Inc | 14,500 | $1.35M | 0.50% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 14,591 | $1.36M | 1.24% | −297−2.0% | Reduced |
| GFS Advisors, LLC | 25,000 | $1.36M | 0.10% | −6,692−21.1% | Reduced |
| Vertrix Wealth Management, LLC | 14,651 | $1.36M | 0.50% | +14,651 | New |
| Cyndeo Wealth Partners, LLC | 14,674 | $1.36M | 0.07% | +57+0.4% | Added |
| Great Diamond Partners, LLC | 14,683 | $1.37M | 0.26% | +745+5.3% | Added |
| Apollon Wealth Management, LLC | 14,701 | $1.37M | 0.02% | +1,213+9.0% | Added |
| Sweeney & Michel, LLC | 14,884 | $1.38M | 0.41% | −188−1.2% | Reduced |
| Gateway Wealth Partners, LLC | 14,834 | $1.38M | 0.05% | +10,283+226.0% | Added |
| Texas Yale Capital Corp. | 14,923 | $1.39M | 0.04% | −200−1.3% | Reduced |
| Ballentine Partners, LLC | 15,024 | $1.40M | 0.02% | +1,662+12.4% | Added |
| Chilton Capital Management LLC | 15,176 | $1.41M | 0.05% | −2,337−13.3% | Reduced |
| HBK Sorce Advisory LLC | 16,971 | $1.43M | 0.03% | +317+1.9% | Added |
| Absher Wealth Management, LLC | 15,536 | $1.44M | 0.17% | −10,748−40.9% | Reduced |
| Diversified Trust Co | 15,548 | $1.45M | 0.03% | +5,410+53.4% | Added |
| Sowell Financial Services LLC | 15,550 | $1.45M | 0.05% | +513+3.4% | Added |
| AE Wealth Management LLC | 15,593 | $1.45M | 0.01% | +380+2.5% | Added |
| Aso Group Ltd | 15,890 | $1.48M | 0.62% | 00.0% | Unchanged |
| Chicago Capital, LLC | 15,901 | $1.48M | 0.04% | −3,184−16.7% | Reduced |
| CSS LLC | 15,920 | $1.48M | 0.08% | +1,188+8.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16,059 | $1.48M | 0.01% | +142+0.9% | Added |
| Marietta Investment Partners LLC | 15,924 | $1.48M | 0.30% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 15,959 | $1.48M | 0.02% | −40−0.3% | Reduced |
| May Hill Capital, LLC | 16,089 | $1.50M | 0.38% | +2,299+16.7% | Added |
| Madison Asset Management, LLC | 16,114 | $1.50M | 0.02% | +1,185+7.9% | Added |
| Centiva Capital, LP | 16,169 | $1.50M | 0.07% | +16,169 | New |
| Thompson Siegel & Walmsley LLC | 16,170 | $1.50M | 0.03% | +150+0.9% | Added |
| Auxier Asset Management | 16,188 | $1.51M | 0.22% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 16,190 | $1.51M | 0.04% | −2,614−13.9% | Reduced |
| Glenview Trust Co | 16,194 | $1.51M | 0.02% | −487−2.9% | Reduced |
| Qtron Investments LLC | 16,227 | $1.51M | 0.20% | +9+0.1% | Added |
| Sagespring Wealth Partners, LLC | 16,326 | $1.52M | 0.03% | +79+0.5% | Added |
| Confluence Investment Management LLC | 16,435 | $1.53M | 0.02% | +16,435 | New |
| LSV Asset Management | 16,500 | $1.53M | 0.00% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 16,538 | $1.54M | 0.08% | +6,329+62.0% | Added |
| F/M Investments LLC | 16,568 | $1.54M | 0.10% | −15,001−47.5% | Reduced |
| PCB Capital LLC | 16,663 | $1.55M | 2.44% | −107−0.6% | Reduced |
| TCG Advisory Services, LLC | 16,687 | $1.55M | 0.04% | +2,307+16.0% | Added |
| Valeo Financial Advisors, LLC | 16,694 | $1.55M | 0.04% | −5,453−24.6% | Reduced |
| Trust Point Inc. | 16,793 | $1.56M | 0.14% | +2,418+16.8% | Added |
| Hilltop Holdings Inc. | 16,803 | $1.56M | 0.14% | −5,176−23.5% | Reduced |
| Cresset Asset Management, LLC | 16,822 | $1.56M | 0.01% | +3,455+25.8% | Added |
| Poehling Capital Management, LLC | 16,860 | $1.57M | 0.33% | −241−1.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,870 | $1.57M | 0.04% | +686+4.2% | Added |