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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 17,076 | $1.59M | 0.01% | −7,615−30.8% | Reduced |
| Nicolet Bankshares Inc | 17,287 | $1.60M | 0.06% | +17,287 | New |
| Evelyn Partners Investment Management LLP | 17,297 | $1.61M | 0.04% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 17,353 | $1.61M | 0.21% | −241−1.4% | Reduced |
| Bessemer Group Inc | 17,412 | $1.62M | 0.00% | +4,208+31.9% | Added |
| Midwest Trust Co | 17,453 | $1.62M | 0.02% | −1,539−8.1% | Reduced |
| Next Level Private LLC | 17,491 | $1.63M | 0.37% | +486+2.9% | Added |
| Shufro Rose & Co LLC | 17,550 | $1.63M | 0.11% | 00.0% | Unchanged |
| Mather Group, LLC. | 17,624 | $1.64M | 0.02% | −169−0.9% | Reduced |
| Strategic Global Advisors, LLC | 17,642 | $1.64M | 0.26% | +916+5.5% | Added |
| Ferguson Wellman Capital Management, Inc | 17,665 | $1.64M | 0.02% | +17,665 | New |
| Beese Fulmer Investment Management, Inc. | 17,753 | $1.65M | 0.11% | −24,337−57.8% | Reduced |
| Johnson Investment Counsel Inc | 17,769 | $1.65M | 0.01% | −2,156−10.8% | Reduced |
| IFP Advisors, Inc | 17,823 | $1.66M | 0.03% | +3,914+28.1% | Added |
| Greenleaf Trust | 17,830 | $1.66M | 0.02% | +220+1.2% | Added |
| XY Capital Ltd | 17,922 | $1.67M | 1.83% | +17,922 | New |
| Miracle Mile Advisors, LLC | 17,925 | $1.67M | 0.02% | −2,172−10.8% | Reduced |
| WealthTrust Axiom LLC | 17,972 | $1.67M | 0.41% | +202+1.1% | Added |
| U S Global Investors Inc | 18,000 | $1.67M | 0.20% | +7,000+63.6% | Added |
| Harbour Investment Management LLC | 18,228 | $1.70M | 0.92% | −1,625−8.2% | Reduced |
| Sivia Capital Partners, LLC | 18,306 | $1.70M | 0.33% | +8,580+88.2% | Added |
| Continental Advisors LLC | 18,520 | $1.72M | 1.07% | −18,000−49.3% | Reduced |
| Unified Investment Management | 18,552 | $1.73M | 1.78% | −251−1.3% | Reduced |
| Leavell Investment Management, Inc. | 18,569 | $1.73M | 0.07% | 00.0% | Unchanged |
| Guardian Partners Inc. | 18,601 | $1.73M | 0.14% | −53−0.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 18,689 | $1.74M | 0.41% | −720−3.7% | Reduced |
| Integrated Investment Consultants, LLC | 18,794 | $1.75M | 0.37% | −775−4.0% | Reduced |
| Moody National Bank Trust Division | 18,804 | $1.75M | 0.17% | +1,750+10.3% | Added |
| Coastal Bridge Advisors, LLC | 18,826 | $1.75M | 0.12% | +868+4.8% | Added |
| Manske Wealth Management | 18,905 | $1.76M | 0.49% | −107−0.6% | Reduced |
| Summit Financial, LLC | 18,949 | $1.76M | 0.02% | +437+2.4% | Added |
| Abel Hall, LLC | 18,962 | $1.76M | 0.38% | −2,817−12.9% | Reduced |
| denkapparat Operations GmbH | 19,038 | $1.77M | 0.73% | +19,038 | New |
| Israel Discount Bank of New York | 19,409 | $1.81M | 3.96% | −15−0.1% | Reduced |
| Verdence Capital Advisors LLC | 19,635 | $1.83M | 0.11% | +9,773+99.1% | Added |
| Resolute Capital, LLC | 19,647 | $1.83M | 0.74% | +2,329+13.4% | Added |
| Savvy Advisors, Inc. | 19,743 | $1.84M | 0.05% | +583+3.0% | Added |
| Retirement Planning Group | 19,804 | $1.84M | 0.06% | +19,804 | New |
| Graham Capital Management, L.P. | 19,860 | $1.85M | 0.06% | +19,860 | New |
| Parallax Volatility Advisers, L.P. | 20,870 | $1.85M | 0.08% | −13,849−39.9% | Reduced |
| Barry Investment Advisors, LLC | 19,839 | $1.85M | 0.41% | −34−0.2% | Reduced |
| Foster & Motley Inc | 20,207 | $1.88M | 0.10% | −1,707−7.8% | Reduced |
| Frank, Rimerman Advisors LLC | 20,210 | $1.88M | 0.12% | +314+1.6% | Added |
| BTC Capital Management, Inc. | 20,368 | $1.89M | 0.13% | −2,063−9.2% | Reduced |
| PFG Investments, LLC | 20,452 | $1.90M | 0.09% | −766−3.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 20,545 | $1.91M | 0.96% | −2,325−10.2% | Reduced |
| Parallel Advisors, LLC | 20,581 | $1.91M | 0.03% | +4,926+31.5% | Added |
| Victrix Investment Advisors | 20,671 | $1.92M | 0.70% | +790+4.0% | Added |
| Red Spruce Capital, LLC | 20,815 | $1.94M | 0.79% | +129+0.6% | Added |
| Checchi Capital Advisers, LLC | 20,959 | $1.95M | 0.13% | −1,144−5.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 20,977 | $1.95M | 0.10% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 21,037 | $1.96M | 0.19% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21,210 | $1.97M | 0.03% | +14,093+198.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 21,216 | $1.97M | 0.32% | +35+0.2% | Added |
| Wealthspire Advisors, LLC | 21,334 | $1.98M | 0.02% | −733−3.3% | Reduced |
| Mission Wealth Management, LP | 21,389 | $1.99M | 0.04% | −332−1.5% | Reduced |
| Baker Ellis Asset Management LLC | 21,393 | $1.99M | 0.24% | −900−4.0% | Reduced |
| Gibbs Wealth Management | 21,411 | $1.99M | 0.26% | +12,812+149.0% | Added |
| Highland Capital Management, LLC | 21,596 | $2.01M | 0.11% | −50−0.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 21,600 | $2.01M | 0.36% | −488−2.2% | Reduced |
| Recurrent Investment Advisors LLC | 56,141 | $2.01M | 0.12% | +2,500+4.7% | Added |
| Wellington Shields Capital Management, LLC | 21,658 | $2.01M | 0.30% | −917−4.1% | Reduced |
| Herold Advisors, Inc. | 21,822 | $2.03M | 0.45% | +70.0% | Added |
| Prime Capital Investment Advisors, LLC | 21,862 | $2.03M | 0.02% | −382−1.7% | Reduced |
| Benjamin Edwards Inc | 21,965 | $2.04M | 0.02% | +4,551+26.1% | Added |
| Empowered Funds, LLC | 22,011 | $2.05M | 0.01% | +22,011 | New |
| Smartleaf Asset Management LLC | 22,086 | $2.05M | 0.07% | +754+3.5% | Added |
| Aigen Investment Management, LP | 22,103 | $2.06M | 0.53% | +22,103 | New |
| RFG - Bristol Wealth Advisors, LLC | 22,158 | $2.06M | 0.56% | 00.0% | Unchanged |
| Parrish Capital LLC | 22,184 | $2.06M | 1.84% | +631+2.9% | Added |
| Excalibur Management Corp | 22,352 | $2.08M | 0.75% | +121+0.5% | Added |
| Game Creek Capital, LP | 22,500 | $2.09M | 0.80% | −500−2.2% | Reduced |
| Kingsview Wealth Management, LLC | 22,668 | $2.11M | 0.03% | +3,914+20.9% | Added |
| TCTC Holdings, LLC | 22,975 | $2.14M | 0.06% | 00.0% | Unchanged |
| Hilltop National Bank | 22,999 | $2.14M | 0.51% | +57+0.2% | Added |
| Principal Securities, Inc. | 23,153 | $2.15M | 0.03% | +11,126+92.5% | Added |
| Montag A & Associates Inc | 23,166 | $2.15M | 0.10% | −395−1.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 23,305 | $2.17M | 0.04% | +2,446+11.7% | Added |
| Park National Corp | 23,386 | $2.17M | 0.07% | −14−0.1% | Reduced |
| Solstein Capital, LLC | 23,456 | $2.18M | 0.90% | +4,385+23.0% | Added |
| SeaCrest Wealth Management, LLC | 23,459 | $2.18M | 0.23% | −3,123−11.7% | Reduced |
| Adviser Investments LLC | 23,513 | $2.19M | 0.02% | −1,049−4.3% | Reduced |
| Avidian Wealth Solutions, LLC | 23,693 | $2.20M | 0.07% | +527+2.3% | Added |
| Merit Financial Group, LLC | 23,818 | $2.22M | 0.02% | +736+3.2% | Added |
| Prosperity Consulting Group, LLC | 23,870 | $2.22M | 0.10% | −1,270−5.1% | Reduced |
| Cohen Capital Management, Inc. | 24,200 | $2.25M | 0.35% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 24,204 | $2.25M | 0.22% | −1,649−6.4% | Reduced |
| Leo Wealth, LLC | 24,477 | $2.28M | 0.17% | +1,322+5.7% | Added |
| Savant Capital, LLC | 24,491 | $2.28M | 0.01% | +3,910+19.0% | Added |
| Phoenix Holdings Ltd. | 24,500 | $2.28M | 0.02% | 00.0% | Unchanged |
| Reik & Co., LLC | 24,572 | $2.29M | 0.63% | −30−0.1% | Reduced |
| Iams Wealth Management, LLC | 24,690 | $2.30M | 0.80% | −2,739−10.0% | Reduced |
| King Luther Capital Management Corp | 24,919 | $2.32M | 0.01% | +8,497+51.7% | Added |
| Old Port Advisors | 25,127 | $2.34M | 0.54% | +2,449+10.8% | Added |
| ARS Wealth Advisors Group, LLC | 25,436 | $2.37M | 0.20% | −940−3.6% | Reduced |
| Cherokee Insurance Co | 25,439 | $2.37M | 0.90% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 25,527 | $2.37M | 0.13% | +3,696+16.9% | Added |
| Schonfeld Strategic Advisors LLC | 25,616 | $2.38M | 0.02% | −49,309−65.8% | Reduced |
| PCM Encore, LLC | 25,870 | $2.41M | 0.49% | +1,547+6.4% | Added |
| Altman Advisors, Inc. | 25,900 | $2.41M | 1.00% | −548−2.1% | Reduced |