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 |
|---|---|---|---|---|---|
| Sierra Capital LLC | 26,016 | $2.42M | 0.26% | −3,272−11.2% | Reduced |
| Waters Parkerson & Co., LLC | 26,056 | $2.42M | 0.12% | −175−0.7% | Reduced |
| Pensionmark Financial Group, LLC | 26,063 | $2.42M | 0.04% | +2,009+8.4% | Added |
| Ronald Blue Trust, Inc. | 26,082 | $2.43M | 0.03% | +3,244+14.2% | Added |
| Insigneo Advisory Services, LLC | 26,126 | $2.43M | 0.17% | −355−1.3% | Reduced |
| Cookson Peirce & Co Inc | 26,189 | $2.44M | 0.10% | +2,492+10.5% | Added |
| Howe & Rusling Inc | 26,276 | $2.44M | 0.16% | +2,624+11.1% | Added |
| Level Four Advisory Services, LLC | 26,317 | $2.45M | 0.08% | +341+1.3% | Added |
| Hartree Partners, LP | 26,500 | $2.46M | 0.53% | +5,500+26.2% | Added |
| Howard Capital Management Inc. | 26,671 | $2.48M | 0.04% | +620+2.4% | Added |
| Bryn Mawr Trust Co | 26,786 | $2.49M | 0.06% | −531−1.9% | Reduced |
| Great Valley Advisor Group, Inc. | 26,798 | $2.49M | 0.05% | +2,926+12.3% | Added |
| Yousif Capital Management, LLC | 26,864 | $2.50M | 0.03% | −3,000−10.0% | Reduced |
| Potomac Fund Management Inc | 26,868 | $2.50M | 0.09% | +612+2.3% | Added |
| Kestra Private Wealth Services, LLC | 27,081 | $2.52M | 0.03% | −8,028−22.9% | Reduced |
| Allworth Financial LP | 27,218 | $2.53M | 0.01% | +1,530+6.0% | Added |
| Trustmark National Bank Trust Department | 27,594 | $2.57M | 0.16% | −1,165−4.1% | Reduced |
| Altrafin AG | 27,600 | $2.57M | 0.88% | 00.0% | Unchanged |
| Range Financial Group LLC | 27,712 | $2.58M | 0.86% | +20.0% | Added |
| Cornerstone Select Advisors, LLC | 27,809 | $2.59M | 1.62% | −304−1.1% | Reduced |
| Bahl & Gaynor Inc | 28,050 | $2.61M | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 28,055 | $2.61M | 0.03% | +28,055 | New |
| Burney Co | 28,302 | $2.63M | 0.08% | −1,749−5.8% | Reduced |
| Bank Ozk | 28,333 | $2.63M | 0.93% | +2,302+8.8% | Added |
| Dynasty Wealth Management, LLC | 28,334 | $2.64M | 0.02% | −1,270−4.3% | Reduced |
| EP Wealth Advisors, LLC | 28,960 | $2.69M | 0.01% | −1,996−6.4% | Reduced |
| Advisors Asset Management, Inc. | 29,177 | $2.71M | 0.05% | −352−1.2% | Reduced |
| InvesTrust | 29,211 | $2.72M | 1.14% | −167−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 29,216 | $2.72M | 0.03% | +4,548+18.4% | Added |
| Lester Murray Antman dba SimplyRich | 29,281 | $2.72M | 0.70% | −78−0.3% | Reduced |
| American Capital Advisory, LLC | 29,571 | $2.75M | 1.11% | +10,326+53.7% | Added |
| Advisors Management Group Inc | 29,750 | $2.77M | 0.50% | −7,194−19.5% | Reduced |
| Spears Abacus Advisors LLC | 29,903 | $2.78M | 0.05% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 30,195 | $2.81M | 7.60% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 30,348 | $2.82M | 0.08% | +189+0.6% | Added |
| Segall Bryant & Hamill, LLC | 30,526 | $2.84M | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 30,652 | $2.85M | 0.05% | +604+2.0% | Added |
| Simmons Bank | 31,046 | $2.89M | 0.19% | +190+0.6% | Added |
| Kanawha Capital Management LLC | 31,240 | $2.91M | 0.20% | −363−1.1% | Reduced |
| Mill Capital Management, LLC | 31,662 | $2.94M | 0.22% | −2,556−7.5% | Reduced |
| Regatta Capital Group, LLC | 31,758 | $2.95M | 0.45% | +2,385+8.1% | Added |
| Sterling Capital Management LLC | 32,126 | $2.99M | 0.06% | +13,366+71.2% | Added |
| South Dakota Investment Council | 32,167 | $2.99M | 0.06% | −73,326−69.5% | Reduced |
| Independent Advisor Alliance | 32,220 | $3.00M | 0.03% | −995−3.0% | Reduced |
| Galilei Investment Office LLP | 63,920 | $3.02M | 1.57% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 32,627 | $3.03M | 0.14% | −1,225−3.6% | Reduced |
| Summit Trail Advisors, LLC | 32,659 | $3.04M | 0.04% | +20,938+178.6% | Added |
| Perpetual Ltd | 32,726 | $3.04M | 0.05% | +8,031+32.5% | Added |
| Wesbanco Bank Inc | 32,794 | $3.05M | 0.08% | +12,229+59.5% | Added |
| BBR Partners, LLC | 32,890 | $3.06M | 0.17% | 00.0% | Unchanged |
| Lincluden Management Ltd | 33,038 | $3.07M | 0.33% | −7,480−18.5% | Reduced |
| Baker Avenue Asset Management, LP | 33,078 | $3.08M | 0.07% | −20,639−38.4% | Reduced |
| P.A.W. Capital Corp | 33,650 | $3.10M | 2.48% | +33,650 | New |
| Caldwell Trust Co | 33,360 | $3.10M | 0.28% | +1,979+6.3% | Added |
| Summit Global Investments | 33,475 | $3.11M | 0.18% | +27,398+450.8% | Added |
| apricus wealth, LLC | 34,028 | $3.16M | 1.54% | +418+1.2% | Added |
| Bollard Group LLC | 34,272 | $3.19M | 0.10% | +3,028+9.7% | Added |
| Aaron Wealth Advisors | 34,471 | $3.21M | 0.19% | +10,078+41.3% | Added |
| Rathbone Brothers plc | 34,605 | $3.22M | 0.01% | +2,697+8.5% | Added |
| Allspring Global Investments Holdings, LLC | 35,267 | $3.25M | 0.01% | +7,883+28.8% | Added |
| Quest Investment Management LLC | 35,315 | $3.28M | 0.38% | −807−2.2% | Reduced |
| Bank of Nova Scotia Trust Co | 35,385 | $3.29M | 0.28% | +35,385 | New |
| Westview Management dba Westview Investment Advisors | 35,503 | $3.30M | 1.72% | −2,543−6.7% | Reduced |
| Great Lakes Retirement, Inc. | 35,665 | $3.32M | 0.34% | −78−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,898 | $3.34M | 0.02% | +2,952+9.0% | Added |
| Limestone Investment Advisors LP | 36,000 | $3.35M | 1.65% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 36,049 | $3.35M | 0.41% | +779+2.2% | Added |
| Assetmark, Inc | 36,453 | $3.39M | 0.01% | −49,866−57.8% | Reduced |
| Private Advisor Group, LLC | 36,576 | $3.40M | 0.02% | −1,061−2.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 36,622 | $3.41M | 0.54% | +85+0.2% | Added |
| Scotia Capital Inc. | 36,905 | $3.43M | 0.01% | +7,929+27.4% | Added |
| Atomi Financial Group, Inc. | 37,509 | $3.49M | 0.11% | −598−1.6% | Reduced |
| Nkcfo LLC | 37,525 | $3.49M | 1.03% | +37,525 | New |
| Cullen/Frost Bankers, Inc. | 37,752 | $3.51M | 0.04% | −3,094−7.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 38,488 | $3.58M | 0.09% | +24,972+184.8% | Added |
| Drexel Morgan & Co. | 38,544 | $3.58M | 0.53% | 00.0% | Unchanged |
| Columbia Asset Management | 38,900 | $3.62M | 0.69% | −990−2.5% | Reduced |
| Moors & Cabot, Inc. | 39,248 | $3.65M | 0.16% | −1,252−3.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 39,353 | $3.66M | 0.10% | −2,395−5.7% | Reduced |
| Clearstead Advisors, LLC | 39,680 | $3.69M | 0.03% | +16,675+72.5% | Added |
| Arkadios Wealth Advisors | 39,934 | $3.71M | 0.06% | −2,664−6.3% | Reduced |
| Integrated Wealth Concepts LLC | 39,956 | $3.72M | 0.03% | +7,494+23.1% | Added |
| Marble Harbor Investment Counsel, LLC | 40,350 | $3.75M | 0.41% | +250+0.6% | Added |
| Portside Wealth Group, LLC | 40,362 | $3.75M | 0.51% | +1,580+4.1% | Added |
| Ashton Thomas Private Wealth, LLC | 40,734 | $3.79M | 0.09% | −24,469−37.5% | Reduced |
| Mitchell Capital Management Co | 40,875 | $3.80M | 0.70% | +2,442+6.4% | Added |
| DMKC Advisory Services, LLC | 41,008 | $3.81M | 1.59% | +2,021+5.2% | Added |
| United Capital Financial Advisers, LLC | 41,349 | $3.85M | 0.02% | −538−1.3% | Reduced |
| Palogic Value Management, L.P. | 41,618 | $3.87M | 1.70% | −13,470−24.5% | Reduced |
| Vise Technologies, Inc. | 53,245 | $3.91M | 0.08% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 42,196 | $3.92M | 0.61% | −65,384−60.8% | Reduced |
| CAPROCK Group, Inc. | 42,479 | $3.95M | 0.10% | +551+1.3% | Added |
| Advisory Services Network, LLC | 42,963 | $4.00M | 0.05% | +3,293+8.3% | Added |
| Glass Wealth Management Co LLC | 44,108 | $4.10M | 1.59% | −280−0.6% | Reduced |
| Regions Financial Corp | 44,171 | $4.11M | 0.03% | −7,162−14.0% | Reduced |
| Lido Advisors, LLC | 44,274 | $4.12M | 0.02% | +2,447+5.9% | Added |
| Brown Advisory Inc | 44,817 | $4.17M | 0.01% | −625−1.4% | Reduced |
| Rhumbline Advisers | 45,537 | $4.23M | 0.00% | +3,216+7.6% | Added |
| JCIC Asset Management Inc. | 45,605 | $4.24M | 1.30% | +1,654+3.8% | Added |
| Huntington National Bank | 46,562 | $4.33M | 0.02% | −1,595−3.3% | Reduced |