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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 356,929 | $32.7M | 0.05% | −335−0.1% | Reduced |
| CIBC World Markets Inc. | 352,405 | $32.8M | 0.06% | +6,831+2.0% | Added |
| US Bancorp | 356,903 | $33.2M | 0.04% | +9,917+2.9% | Added |
| Cetera Investment Advisers | 357,388 | $33.2M | 0.04% | +15,467+4.5% | Added |
| Great Lakes Advisors, LLC | 376,963 | $35.1M | 0.29% | −205,969−35.3% | Reduced |
| Turas Capital Management LP | 383,300 | $35.6M | 9.10% | +383,300 | New |
| Jane Street Group, LLC | 388,771 | $36.2M | 0.04% | −1,827−0.5% | Reduced |
| LMR Partners LLP | 396,030 | $36.8M | 0.34% | +396,030 | New |
| Abc Arbitrage SA | 398,523 | $37.1M | 4.92% | +76,702+23.8% | Added |
| Gabelli Funds LLC | 404,175 | $37.6M | 0.25% | −28,325−6.5% | Reduced |
| Yaupon Capital Management LP | 411,760 | $38.3M | 1.89% | −256,976−38.4% | Reduced |
| Kornitzer Capital Management Inc | 417,809 | $38.9M | 0.84% | +1,532+0.4% | Added |
| Cantor Fitzgerald, L. P. | 421,562 | $39.8M | 1.44% | +421,562 | New |
| SEI Investments Co | 430,132 | $40.0M | 0.04% | +85,365+24.8% | Added |
| Cerity Partners LLC | 431,707 | $40.1M | 0.06% | +16,517+4.0% | Added |
| Everett Harris & Co | 432,646 | $40.2M | 0.52% | +13,299+3.2% | Added |
| Van Eck Associates Corp | 445,601 | $41.4M | 0.03% | −508,213−53.3% | Reduced |
| Creative Planning | 455,612 | $42.4M | 0.03% | +32,780+7.8% | Added |
| Charles Schwab Investment Management Inc | 459,060 | $42.7M | 0.01% | +75,705+19.7% | Added |
| HRT Financial LP | 460,697 | $42.8M | 0.11% | +117,687+34.3% | Added |
| Adage Capital Partners GP, L.L.C. | 480,000 | $44.6M | 0.07% | +25,000+5.5% | Added |
| Penn Davis McFarland Inc | 497,080 | $46.2M | 4.52% | −4,578−0.9% | Reduced |
| First Trust Advisors LP | 521,338 | $48.5M | 0.03% | −116,061−18.2% | Reduced |
| Fayez Sarofim & Co | 526,094 | $48.9M | 0.13% | −2,120−0.4% | Reduced |
| Verition Fund Management LLC | 529,029 | $49.2M | 0.48% | +8,082+1.6% | Added |
| Clark Capital Management Group, Inc. | 574,262 | $53.4M | 0.33% | +574,262 | New |
| Bank of New York Mellon Corp | 589,505 | $54.8M | 0.01% | +17,351+3.0% | Added |
| Neuberger Berman Group LLC | 605,646 | $56.3M | 0.04% | +233,554+62.8% | Added |
| American Assets Investment Management, LLC | 651,000 | $60.5M | 4.11% | 00.0% | Unchanged |
| Citigroup Inc | 653,005 | $60.7M | 0.04% | +580,736+803.6% | Added |
| Teachers Retirement System of the State of Kentucky | 670,690 | $62.4M | 0.48% | +51,000+8.2% | Added |
| Ameriprise Financial Inc | 683,912 | $63.4M | 0.01% | +248,544+57.1% | Added |
| Invesco Ltd. | 691,916 | $64.3M | 0.01% | −35,649−4.9% | Reduced |
| Alliancebernstein L.P. | 888,538 | $65.3M | 0.02% | +79,280+9.8% | Added |
| Russell Investments Group, Ltd. | 702,086 | $65.3M | 0.07% | +9,864+1.4% | Added |
| Jones Financial Companies LLLP | 738,442 | $68.1M | 0.03% | +518,778+236.2% | Added |
| Capital Research Global Investors | 739,485 | $68.8M | 0.01% | −34,426−4.4% | Reduced |
| The PNC Financial Services Group, Inc. | 740,238 | $68.8M | 0.04% | −47,209−6.0% | Reduced |
| Energy Income Partners, LLC | 742,055 | $69.0M | 1.11% | −256,688−25.7% | Reduced |
| Marshall Wace, LLP | 769,779 | $71.6M | 0.08% | +769,779 | New |
| Qube Research & Technologies Ltd | 809,578 | $75.3M | 0.11% | +195,042+31.7% | Added |
| New York State Common Retirement Fund | 822,970 | $76.5M | 0.11% | −22,678−2.7% | Reduced |
| Boston Partners | 835,508 | $77.7M | 0.08% | +64,434+8.4% | Added |
| Natixis Advisors, L.P. | 872,376 | $81.1M | 0.11% | −531,980−37.9% | Reduced |
| Lazard Asset Management LLC | 886,141 | $82.4M | 0.14% | +801,361+945.2% | Added |
| LPL Financial LLC | 906,454 | $84.3M | 0.02% | +63,873+7.6% | Added |
| Todd Asset Management LLC | 1,036,000 | $96.3M | 1.89% | +75,143+7.8% | Added |
| First Eagle Investment Management, LLC | 1,057,021 | $98.3M | 0.17% | +183,449+21.0% | Added |
| Equity Investment Corp | 1,074,823 | $100.0M | 1.96% | +6,211+0.6% | Added |
| Lord, Abbett & Co. LLC | 1,112,851 | $103.5M | 0.34% | −733,330−39.7% | Reduced |
| Empyrean Capital Partners, LP | 1,141,700 | $106.2M | 3.54% | −558,300−32.8% | Reduced |
| Silvercrest Asset Management Group LLC | 1,182,695 | $110.0M | 0.79% | −16,959−1.4% | Reduced |
| Mackenzie Financial Corp | 1,266,971 | $117.8M | 0.14% | +63,518+5.3% | Added |
| CIBC Bancorp USA Inc. | 1,372,753 | $127.8M | 0.17% | +1,372,753 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,431,231 | $133.1M | 0.31% | −1,058,416−42.5% | Reduced |
| Nuveen, LLC | 1,447,942 | $134.7M | 0.04% | −1,142,792−44.1% | Reduced |
| Toroso Investments, LLC | 1,542,364 | $143.2M | 0.45% | +1,243,345+415.8% | Added |
| Mondrian Investment Partners LTD | 1,610,398 | $149.8M | 2.59% | −5,728−0.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,669,740 | $155.3M | 0.45% | −13,767−0.8% | Reduced |
| Raymond James Financial Inc | 1,711,045 | $159.1M | 0.05% | +33,309+2.0% | Added |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $172.8M | 0.14% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,870,650 | $174.0M | 0.16% | +9,619+0.5% | Added |
| UBS Group AG | 1,911,679 | $177.8M | 0.03% | +626,976+48.8% | Added |
| American Century Companies Inc | 1,945,166 | $180.9M | 0.09% | +380,935+24.4% | Added |
| Envestnet Asset Management Inc | 2,180,821 | $202.8M | 0.05% | +188,962+9.5% | Added |
| Milford Funds Ltd | 2,209,496 | $205.5M | 4.31% | +1,239,193+127.7% | Added |
| Wells Fargo & Company | 2,250,719 | $209.3M | 0.04% | +18,572+0.8% | Added |
| Citadel Advisors LLC | 2,266,451 | $210.8M | 0.15% | +2,130,944+1,572.6% | Added |
| JPMorgan Chase & Co | 2,392,174 | $221.9M | 0.02% | +902,847+60.6% | Added |
| 40 North Management LLC | 2,450,000 | $227.8M | 13.39% | −914,000−27.2% | Reduced |
| Brandes Investment Partners, LP | 2,752,755 | $256.0M | 1.81% | +135,338+5.2% | Added |
| D. E. Shaw & Co., Inc. | 2,780,297 | $258.6M | 0.20% | −3,998,134−59.0% | Reduced |
| Rockefeller Capital Management L.P. | 2,817,779 | $262.1M | 0.46% | +42,880+1.5% | Added |
| Harding Loevner LP | 2,865,428 | $266.4M | 2.74% | −163,936−5.4% | Reduced |
| Victory Capital Management Inc | 2,884,339 | $268.2M | 0.17% | +1,161,435+67.4% | Added |
| Pzena Investment Management LLC | 3,196,449 | $297.3M | 0.97% | −80,879−2.5% | Reduced |
| Northern Trust Corp | 3,323,896 | $309.1M | 0.04% | +55,405+1.7% | Added |
| Jennison Associates LLC | 3,444,210 | $320.3M | 0.22% | −171,010−4.7% | Reduced |
| Royal Bank of Canada | 3,769,080 | $350.5M | 0.07% | −76,988−2.0% | Reduced |
| Bank of Montreal | 3,862,524 | $359.2M | 0.15% | +1,985,548+105.8% | Added |
| Orbis Allan Gray Ltd | 4,113,710 | $382.6M | 1.61% | +2,637,355+178.6% | Added |
| Wgi DM, LLC | 4,247,478 | $395.0M | 39.52% | −205,824−4.6% | Reduced |
| Goldman Sachs Group Inc | 4,979,786 | $463.1M | 0.06% | +40,056+0.8% | Added |
| Eagle Capital Management LLC | 5,308,706 | $493.7M | 1.66% | −2,468,889−31.7% | Reduced |
| BlackRock, Inc. | 5,379,041 | $500.3M | 0.01% | −2,146,105−28.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 6,146,649 | $571.6M | 1.77% | −169,958−2.7% | Reduced |
| Wellington Management Group LLP | 6,363,355 | $591.8M | 0.11% | −302,354−4.5% | Reduced |
| Mawer Investment Management Ltd. | 7,120,336 | $662.2M | 4.29% | −954,753−11.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 7,196,400 | $669.3M | 0.36% | +7,196,400 | New |
| Franklin Resources Inc | 7,322,962 | $681.0M | 0.17% | +946,658+14.8% | Added |
| Bank of America Corp | 7,562,727 | $703.3M | 0.05% | −268,217−3.4% | Reduced |
| Morgan Stanley | 9,673,916 | $899.7M | 0.05% | +124,893+1.3% | Added |
| Price T Rowe Associates Inc | 10,568,968 | $982.9M | 0.11% | +2,037,099+23.9% | Added |
| Dimensional Fund Advisors LP | 24,690,100 | $2.30B | 0.48% | +999,345+4.2% | Added |
| Fisher Asset Management, LLC | 27,474,710 | $2.56B | 0.87% | +331,925+1.2% | Added |
| FMR LLC | 97,617,838 | $9.08B | 0.48% | −793,442−0.8% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −881,376−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −539,421−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −238,311−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −210,700−100.0% | Sold out |