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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 789 | $74.0K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 797 | $74.1K | 0.06% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 800 | $74.4K | 0.04% | 00.0% | Unchanged |
| Bayban | 800 | $74.4K | 0.06% | 00.0% | Unchanged |
| LRI Investments, LLC | 846 | $78.7K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 879 | $81.7K | 0.00% | +355+67.7% | Added |
| Elequin Capital LP | 889 | $82.7K | 0.01% | +889 | New |
| Sawyer & Company, Inc | 891 | $82.9K | 0.03% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 920 | $85.6K | 0.06% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 928 | $86.0K | 0.00% | +113+13.9% | Added |
| Asset Dedication, LLC | 946 | $88.0K | 0.01% | −26−2.7% | Reduced |
| Fortitude Family Office, LLC | 950 | $88.3K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 952 | $88.4K | 0.03% | +1+0.1% | Added |
| Turim 21 Investimentos Ltda. | 2,940 | $90.2K | 0.03% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 972 | $90.4K | 0.01% | −4−0.4% | Reduced |
| Wall Street Access Asset Management, LLC | 1,000 | $93.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,000 | $93.0K | 0.05% | +1,000 | New |
| Caitong International Asset Management Co., Ltd | 1,001 | $93.1K | 0.02% | +995+16,583.3% | Added |
| Union Savings Bank | 1,004 | $93.4K | 0.04% | −245−19.6% | Reduced |
| Golden State Wealth Management, LLC | 1,021 | $95.0K | 0.01% | −53−4.9% | Reduced |
| Citizens National Bank Trust Department | 1,047 | $97.4K | 0.02% | −100−8.7% | Reduced |
| MCF Advisors LLC | 1,062 | $98.8K | 0.00% | −22−2.0% | Reduced |
| Roxbury Financial LLC | 1,062 | $98.8K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 1,070 | $99.5K | 0.01% | −213−16.6% | Reduced |
| Opal Wealth Advisors, LLC | 1,098 | $102.1K | 0.02% | +1,098 | New |
| Paradigm Asset Management Co LLC | 1,118 | $104.0K | 0.02% | 00.0% | Unchanged |
| Vanguard National Trust Co | 1,122 | $104.3K | 0.01% | +1,122 | New |
| Beacon Investment Advisory Services, Inc. | 1,145 | $106.5K | 0.00% | +1,145 | New |
| Strategic Investment Advisors | 1,164 | $108.2K | 0.01% | +1,164 | New |
| Cornerstone Planning Group LLC | 1,215 | $108.9K | 0.01% | +150+14.1% | Added |
| EFG International AG | 1,198 | $111.4K | 0.00% | +298+33.1% | Added |
| Manchester Capital Management LLC | 1,217 | $113.2K | 0.02% | −81−6.2% | Reduced |
| Global Assets Advisory, LLC | 1,236 | $114.9K | 0.04% | +1,236 | New |
| City State Bank | 1,245 | $115.8K | 0.03% | −37−2.9% | Reduced |
| Chesapeake Asset Management LLC | 1,245 | $115.8K | 0.09% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,247 | $115.9K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,300 | $120.9K | 0.03% | 00.0% | Unchanged |
| FIL Ltd | 1,345 | $125.1K | 0.00% | −12−0.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,388 | $129.1K | 0.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,439 | $133.8K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 1,436 | $134.0K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,471 | $136.8K | 0.06% | +1,469+73,450.0% | Added |
| BFSG, LLC | 1,480 | $137.6K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 1,512 | $140.6K | 0.06% | −3,500−69.8% | Reduced |
| Colonial Trust Advisors | 1,521 | $141.4K | 0.01% | +33+2.2% | Added |
| Indiana Trust & Investment Management CO | 1,521 | $141.5K | 0.04% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,555 | $144.6K | 0.01% | +1,555 | New |
| City Holding Co | 1,558 | $144.9K | 0.02% | −880−36.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,563 | $145.4K | 0.01% | −567−26.6% | Reduced |
| Crews Bank & Trust | 1,568 | $145.8K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,579 | $146.8K | 0.02% | +12+0.8% | Added |
| Winthrop Capital Management, LLC | 1,616 | $150.0K | 0.04% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,665 | $153.2K | 0.03% | +88+5.6% | Added |
| Anfield Capital Management, LLC | 1,683 | $156.5K | 0.04% | +1,650+5,000.0% | Added |
| True Link Financial Advisors, LLC | 1,700 | $158.1K | 0.01% | +1,700 | New |
| Southern Michigan Bank & Trust | 1,719 | $159.9K | 0.06% | +1,719 | New |
| Ameliora Wealth Management Ltd. | 1,720 | $160.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,770 | $164.6K | 0.05% | −44−2.4% | Reduced |
| Medallion Wealth Advisors, LLC | 1,803 | $167.6K | 0.05% | +1+0.1% | Added |
| Westend Capital Management, LLC | 1,805 | $167.9K | 0.05% | −61−3.3% | Reduced |
| Sound Income Strategies, LLC | 1,868 | $171.9K | 0.01% | −65−3.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,882 | $175.0K | 0.04% | +1,882 | New |
| Noble Wealth Management PBC | 1,886 | $175.4K | 0.09% | 00.0% | Unchanged |
| Riverview Trust Co | 1,889 | $175.7K | 0.22% | −740−28.1% | Reduced |
| CoreCap Advisors, LLC | 1,894 | $176.1K | 0.01% | +553+41.2% | Added |
| Owl Creek Wealth Partners LLC | 1,928 | $179.3K | 0.06% | +1,928 | New |
| AdvisorNet Financial, Inc | 1,937 | $180.1K | 0.01% | −76−3.8% | Reduced |
| Hilton Head Capital Partners, LLC | 1,971 | $183.3K | 0.10% | −18−0.9% | Reduced |
| Whipplewood Advisors, LLC | 1,974 | $183.6K | 0.10% | +885+81.3% | Added |
| McMillan Office, Inc. | 1,979 | $184.1K | 0.02% | −543−21.5% | Reduced |
| Union Bancaire Privee, UBP SA | 2,052 | $184.4K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 2,000 | $186.0K | 0.08% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,067 | $192.2K | 0.01% | −775−27.3% | Reduced |
| Virtus Investment Advisers, Inc. | 2,076 | $193.1K | 0.05% | −164−7.3% | Reduced |
| Salomon & Ludwin, LLC | 2,091 | $194.7K | 0.02% | +805+62.6% | Added |
| Avion Wealth | 2,142 | $199.0K | 0.04% | +1,000+87.6% | Added |
| Gladstone Institutional Advisory LLC | 2,152 | $200.2K | 0.01% | +2,152 | New |
| Financial Engines Advisors L.L.C. | 2,157 | $200.6K | 0.00% | +2,157 | New |
| MTM Investment Management, LLC | 2,159 | $200.8K | 0.06% | +4+0.2% | Added |
| SevenBridge Financial Group, LLC | 2,258 | $202.1K | 0.03% | +2,258 | New |
| Ewa, LLC | 2,174 | $202.2K | 0.05% | +2,174 | New |
| Kapstone Financial Advisors LLC | 2,177 | $202.5K | 0.10% | +2,177 | New |
| Avenue 1 Advisors, LLC | 2,194 | $204.0K | 0.06% | +2,194 | New |
| Magnolia Private Wealth, LLC | 2,202 | $204.8K | 0.14% | +2,202 | New |
| Red Mountain Financial, LLC | 2,203 | $204.9K | 0.19% | +2,203 | New |
| Mills Wealth Advisors LLC | 2,209 | $205.5K | 0.07% | +2,209 | New |
| Argus Investors' Counsel, Inc. | 2,213 | $205.8K | 0.18% | −518−19.0% | Reduced |
| Altfest L J & Co Inc | 2,221 | $206.5K | 0.02% | +2,221 | New |
| Elite Life Management LLC | 2,461 | $206.7K | 0.26% | +2,461 | New |
| Leslie Global Wealth, LLC | 2,231 | $207.5K | 0.11% | +2,231 | New |
| Steel Peak Wealth Management LLC | 2,234 | $207.8K | 0.01% | −681−23.4% | Reduced |
| BDFS Capital LLC | 2,239 | $208.2K | 0.10% | +2,239 | New |
| Institute for Wealth Management, LLC. | 2,243 | $208.6K | 0.02% | +2,243 | New |
| Stonebrook Private Inc. | 2,248 | $209.1K | 0.04% | +2,248 | New |
| J. Safra Sarasin Holding AG | 2,263 | $209.9K | 0.00% | +2,263 | New |
| First Business Financial Services, Inc. | 2,257 | $209.9K | 0.02% | +2,257 | New |
| First National Trust Co | 2,267 | $210.8K | 0.01% | +2,267 | New |
| Oarsman Capital, Inc. | 2,269 | $211.0K | 0.03% | +2,269 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,274 | $211.5K | 0.01% | +2,274 | New |
| Sulzberger Capital Advisors, Inc. | 2,284 | $212.4K | 0.22% | +2,284 | New |