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 |
|---|---|---|---|---|---|
| Nomura Asset Management International Inc. | 46,870 | $4.36M | 0.01% | +625+1.4% | Added |
| Griffin Asset Management, Inc. | 47,120 | $4.38M | 0.49% | −9,922−17.4% | Reduced |
| Stolper Co | 34,169 | $4.40M | 1.45% | +2,725+8.7% | Added |
| HB Wealth Management, LLC | 48,106 | $4.47M | 0.03% | +981+2.1% | Added |
| Sequoia Financial Advisors, LLC | 48,251 | $4.49M | 0.03% | +1,796+3.9% | Added |
| Oppenheimer & Co Inc | 48,256 | $4.49M | 0.05% | −2,586−5.1% | Reduced |
| Hohimer Wealth Management, LLC | 48,479 | $4.51M | 0.55% | +48,479 | New |
| HF Advisory Group, LLC | 49,035 | $4.56M | 1.55% | +3,084+6.7% | Added |
| NewEdge Wealth, LLC | 49,964 | $4.65M | 0.06% | −4,304−7.9% | Reduced |
| Intrepid Family Office LLC | 50,000 | $4.65M | 4.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 50,664 | $4.71M | 0.02% | +18,939+59.7% | Added |
| Farther Finance Advisors, LLC | 51,552 | $4.74M | 0.04% | +8,888+20.8% | Added |
| Fort Sheridan Advisors LLC | 51,131 | $4.76M | 0.57% | −998−1.9% | Reduced |
| Chicago Trust Co NA | 51,444 | $4.78M | 0.76% | +2,850+5.9% | Added |
| SPX Equities Gestao de Recursos Ltda | 52,300 | $4.86M | 0.41% | +52,300 | New |
| XTX Topco Ltd | 52,539 | $4.89M | 0.08% | +52,539 | New |
| Ausdal Financial Partners, Inc. | 52,867 | $4.92M | 0.22% | −7,365−12.2% | Reduced |
| Cary Street Partners Financial LLC | 53,654 | $4.98M | 0.12% | −19,176−26.3% | Reduced |
| Aviso Financial Inc. | 53,995 | $5.02M | 0.18% | +5,532+11.4% | Added |
| Lockheed Martin Investment Management Co | 54,000 | $5.02M | 0.18% | −46,700−46.4% | Reduced |
| Stephens Inc | 54,835 | $5.10M | 0.06% | −3,255−5.6% | Reduced |
| Dodge & Cox | 54,994 | $5.11M | 0.00% | −200−0.4% | Reduced |
| DRW Securities, LLC | 55,033 | $5.12M | 0.28% | −1,360−2.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 55,752 | $5.18M | 0.13% | −2,698−4.6% | Reduced |
| Deltec Asset Management LLC | 56,471 | $5.25M | 0.96% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 56,682 | $5.27M | 0.06% | +1,056+1.9% | Added |
| Peapack Gladstone Financial Corp | 56,921 | $5.29M | 0.07% | +257+0.5% | Added |
| Cardinal Capital Management | 57,552 | $5.35M | 0.69% | +78+0.1% | Added |
| First Manhattan Co | 57,667 | $5.36M | 0.01% | +46,663+424.1% | Added |
| Drum Hill Capital, LLC | 58,378 | $5.43M | 4.99% | −964−1.6% | Reduced |
| Azimuth Capital Investment Management LLC | 58,620 | $5.45M | 0.21% | −2,985−4.8% | Reduced |
| Atria Investments LLC | 58,870 | $5.47M | 0.06% | −1,515−2.5% | Reduced |
| Signaturefd, LLC | 58,967 | $5.48M | 0.08% | +1,400+2.4% | Added |
| Capital World Investors | 59,330 | $5.50M | 0.00% | +2,290+4.0% | Added |
| Fiduciary Trust Co | 59,684 | $5.55M | 0.07% | +119+0.2% | Added |
| SBI Securities Co., Ltd. | 59,828 | $5.56M | 0.15% | −1,000−1.6% | Reduced |
| Farringdon Capital, Ltd. | 60,083 | $5.59M | 1.22% | +17,711+41.8% | Added |
| Blair William & Co | 60,233 | $5.60M | 0.02% | −1,098−1.8% | Reduced |
| Naviter Wealth, LLC | 60,592 | $5.64M | 0.70% | +2,755+4.8% | Added |
| Brookmont Capital Management | 60,601 | $5.64M | 3.16% | +2,305+4.0% | Added |
| Gilman Hill Asset Management, LLC | 61,041 | $5.68M | 0.86% | +42+0.1% | Added |
| CWM, LLC | 61,089 | $5.68M | 0.01% | −7,361−10.8% | Reduced |
| YHB Investment Advisors, Inc. | 62,853 | $5.85M | 0.42% | −944−1.5% | Reduced |
| Bleakley Financial Group, LLC | 63,582 | $5.91M | 0.09% | −16,429−20.5% | Reduced |
| Vident Advisory, LLC | 63,597 | $5.91M | 0.05% | +5,843+10.1% | Added |
| Inspire Trust Co, N.A. | 65,000 | $6.04M | 0.93% | 00.0% | Unchanged |
| Old Mission Capital LLC | 65,681 | $6.11M | 0.14% | +65,681 | New |
| Weatherly Asset Management L. P. | 65,917 | $6.13M | 0.50% | +542+0.8% | Added |
| Callodine Capital Management, LP | 66,000 | $6.14M | 0.43% | −51,000−43.6% | Reduced |
| Kimelman & Baird, LLC | 66,176 | $6.15M | 0.51% | 00.0% | Unchanged |
| Advocate Group LLC | 66,636 | $6.20M | 0.97% | −189−0.3% | Reduced |
| Ieq Capital, LLC | 66,892 | $6.22M | 0.03% | −14,817−18.1% | Reduced |
| Old National Bancorp | 67,537 | $6.28M | 0.11% | +3,038+4.7% | Added |
| CIBC Asset Management Inc | 67,749 | $6.30M | 0.02% | +4,488+7.1% | Added |
| Neville Rodie & Shaw Inc | 67,975 | $6.32M | 0.46% | −5,175−7.1% | Reduced |
| Exencial Wealth Advisors, LLC | 68,043 | $6.33M | 0.20% | +2,384+3.6% | Added |
| Pittenger & Anderson Inc | 69,115 | $6.43M | 0.26% | 00.0% | Unchanged |
| Gradient Investments LLC | 69,793 | $6.49M | 0.10% | +43,398+164.4% | Added |
| Royce & Associates LP | 70,000 | $6.51M | 0.06% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 70,427 | $6.55M | 0.14% | −396−0.6% | Reduced |
| Factory Mutual Insurance Co | 71,233 | $6.62M | 0.07% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 73,233 | $6.81M | 0.01% | −6,340−8.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 74,296 | $6.91M | 0.07% | +60,850+452.6% | Added |
| MAI Capital Management | 74,592 | $6.94M | 0.04% | −77−0.1% | Reduced |
| State Street Corp | 76,854 | $7.15M | 0.00% | +43+0.1% | Added |
| Renaissance Group LLC | 77,012 | $7.16M | 0.30% | −1,933−2.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 78,059 | $7.26M | 0.14% | −63,759−45.0% | Reduced |
| Archford Capital Strategies, LLC | 79,162 | $7.36M | 0.84% | +25,669+48.0% | Added |
| Clearbridge Investments, LLC | 79,597 | $7.40M | 0.01% | −1,616−2.0% | Reduced |
| Atlantic Union Bankshares Corp | 79,822 | $7.42M | 0.14% | −22,392−21.9% | Reduced |
| Ritholtz Wealth Management | 79,868 | $7.43M | 0.13% | +2,887+3.8% | Added |
| Claret Asset Management Corp | 80,035 | $7.44M | 0.89% | −574−0.7% | Reduced |
| Fifth Third Bancorp | 81,138 | $7.55M | 0.01% | −831−1.0% | Reduced |
| Hennessy Advisors Inc | 81,200 | $7.55M | 0.27% | +4,700+6.1% | Added |
| Heritage Investors Management Corp | 81,314 | $7.56M | 0.23% | −9,724−10.7% | Reduced |
| HORAN Wealth, LLC | 83,302 | $7.62M | 0.72% | +43,075+107.1% | Added |
| Integrated Quantitative Investments LLC | 83,288 | $7.75M | 1.41% | +24,575+41.9% | Added |
| Ci Investments Inc. | 84,875 | $7.89M | 0.04% | −10,532−11.0% | Reduced |
| South State Corp. | 85,098 | $7.91M | 0.37% | +165+0.2% | Added |
| Glenmede Trust Co NA | 85,703 | $7.97M | 0.04% | −51,994−37.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 86,748 | $8.07M | 0.02% | +13,093+17.8% | Added |
| Pinnacle Associates Ltd | 87,175 | $8.11M | 0.10% | −7,391−7.8% | Reduced |
| New England Asset Management Inc | 89,640 | $8.34M | 1.06% | 00.0% | Unchanged |
| GTS Securities LLC | 92,360 | $8.59M | 0.30% | +88,918+2,583.3% | Added |
| Brinker Capital Investments, LLC | 92,669 | $8.62M | 0.07% | +13,712+17.4% | Added |
| RSM US Wealth Management LLC | 93,854 | $8.73M | 0.11% | +937+1.0% | Added |
| TownSquare Capital, LLC | 94,305 | $8.77M | 1.98% | +271+0.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 94,441 | $8.78M | 0.01% | +22,108+30.6% | Added |
| Nikko Asset Management Americas, Inc. | 94,441 | $8.78M | 0.12% | +22,108+30.6% | Added |
| Foresight Global Investors, Inc. | 96,405 | $8.97M | 5.82% | −67,455−41.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 94,755 | $9.00M | 0.04% | +10,323+12.2% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 97,658 | $9.08M | 0.67% | −144,439−59.7% | Reduced |
| Eastover Investment Advisors LLC | 98,217 | $9.13M | 3.91% | −3,261−3.2% | Reduced |
| Brown Brothers Harriman & Co | 99,869 | $9.29M | 0.05% | +8,285+9.0% | Added |
| Warren Averett Asset Management, LLC | 100,176 | $9.32M | 0.07% | +28,246+39.3% | Added |
| Quadrant Capital Group LLC | 102,139 | $9.50M | 0.28% | +1,457+1.4% | Added |
| Eagle Global Advisors LLC | 102,383 | $9.52M | 0.34% | +260+0.3% | Added |
| Keybank National Association | 102,495 | $9.53M | 0.03% | +7,579+8.0% | Added |
| Life Cycle Investment Partners Ltd | 103,183 | $9.60M | 0.06% | +28,814+38.7% | Added |
| Augustine Asset Management Inc | 104,313 | $9.70M | 2.18% | +295+0.3% | Added |