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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.

Institutional holdersQ1 2026: 1,596 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ1 2026: $34.5B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$149.9K

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q4 2025.

Institutions holding SHEL in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Schubert & Co2,285$212.5K0.17%+2,285New
Headinvest, LLC2,290$213.0K0.04%+2,290New
Hudock, Inc.2,290$213.0K0.03%+2,290New
Compass Ion Advisors, LLC2,299$213.8K0.02%+2,299New
Taylor Financial Group, Inc.2,304$214.3K0.13%+2,304New
Wealth Quarterback LLC2,310$214.8K0.08%+2,310New
Valmark Advisers, Inc.2,313$215.1K0.00%+2,313New
Barlow Wealth Partners, Inc.2,450$215.1K0.02%+2,450New
First National Bank2,321$215.9K0.11%+2,321New
Stockman Wealth Management, Inc.2,325$216.2K0.02%+2,325New
Foster Dykema Cabot & Partners, LLC2,327$216.4K0.01%00.0%Unchanged
Second Line Capital, LLC2,387$216.5K0.04%+2,387New
MOR Wealth Management, LLC2,328$216.5K0.10%−758−24.6%Reduced
Keel Point, LLC2,339$217.5K0.01%−4,087−63.6%Reduced
Norris Perne & French LLP2,342$217.8K0.01%+2,342New
Viewpoint Investment Partners Corp3,200$217.8K0.10%−500−13.5%Reduced
Bensler, LLC2,355$219.1K0.02%+2,355New
CPA Asset Management LLC2,356$219.1K0.07%+2,356New
Oxbow Advisors, LLC2,360$219.5K0.02%+2,360New
Elgethun Capital Management2,361$219.6K0.04%00.0%Unchanged
Baker Tilly Wealth Management, LLC2,362$219.7K0.05%+2,362New
EntryPoint Capital, LLC2,373$220.7K0.06%−5,868−71.2%Reduced
Confluence Wealth Services, Inc.2,383$221.6K0.01%−350−12.8%Reduced
Marathon Strategic Advisors, LLC2,383$221.6K0.16%+2,383New
Lazari Capital Management, Inc.2,385$221.8K0.08%+2,385New
Community Financial Services Group, LLC2,419$222.6K0.04%+2,419New
Guyasuta Investment Advisors Inc2,400$223.2K0.01%+2,400New
Pioneer Trust Bank N A2,400$223.2K0.05%+2,400New
Alpine Bank Wealth Management2,400$223.2K0.03%+2,400New
Thompson David Blair2,400$223.2K0.13%+2,400New
New Wave Wealth Advisors LLC2,401$223.3K0.08%+2,401New
CMG Global Holdings, LLC2,406$223.8K0.11%+2,406New
Cerro Pacific Wealth Advisors LLC2,406$223.8K0.06%+2,406New
American Institute for Advanced Investment Management, LLP2,410$224.1K0.15%+2,410New
Beacon Financial Advisory LLC2,415$224.6K0.05%+2,415New
Evergreen Wealth Partners LLC2,416$224.7K0.17%+2,416New
Abundance Wealth Counselors2,418$224.9K0.03%+2,418New
August Group Capital Ltd2,418$224.9K0.26%+2,418New
Aberdeen Wealth Management LLC2,425$225.5K0.10%+2,425New
Pathway Financial Advisors LLC2,423$225.6K0.03%−900−27.1%Reduced
Frisch Financial Group, Inc.2,435$226.4K0.05%+2,435New
Northstar Financial Companies, Inc.2,445$227.4K0.18%−398−14.0%Reduced
TrueWealth Financial Partners2,450$227.8K0.09%+2,450New
Weaver Consulting Group2,451$227.9K0.05%+2,451New
Legacy Wealth Management, LLC2,456$228.4K0.07%+2,456New
TIAA Wealth Investment Management LLC2,462$228.9K0.00%+2,462New
Nisa Investment Advisors, LLC2,462$229.0K0.00%+101+4.3%Added
Northstar Advisory Group, LLC2,462$229.0K0.09%+2,462New
McDonald Partners LLC2,469$229.6K0.05%+2,469New
Lantern Wealth Advisors, LLC2,469$229.6K0.12%+2,469New
Boltwood Capital Management2,475$230.2K0.06%+2,475New
Schwarz Dygos Wheeler Investment Advisors LLC2,476$230.3K0.05%+2,476New
Delta Asset Management LLC2,480$230.6K0.02%00.0%Unchanged
Essential Investment Partners LLC2,485$231.1K0.21%+240+10.7%Added
Platt Wealth Management LLC2,500$232.0K0.23%+2,500New
Stonebridge Financial Group, LLC2,496$232.1K0.02%+2,496New
Avantax Planning Partners, Inc.2,498$232.3K0.01%−264−9.6%Reduced
Meridian Investment Counsel Inc.2,500$232.5K0.06%+2,500New
First PREMIER Bank2,500$233.0K0.05%00.0%Unchanged
BCS Private Wealth Management, Inc.2,506$233.1K0.07%+2,506New
Fortis Capital Advisors, LLC2,507$233.2K0.03%+2,507New
Onyx Bridge Wealth Group LLC2,508$233.3K0.03%+2,508New
Retirement Investment Advisors, Inc.3,130$233.6K0.02%+187+6.4%Added
Penobscot Investment Management Company, Inc.2,523$234.6K0.02%+2,523New
71 West Capital Partners2,528$235.1K0.01%+2,528New
Calamos Advisors LLC2,533$235.6K0.00%+2,533New
Calamos Wealth Management LLC2,533$235.6K0.01%+2,533New
Nolet Wealth Management, LLC2,533$235.6K0.13%+2,533New
Crescent Grove Advisors, LLC2,536$235.8K0.02%−968−27.6%Reduced
Cypress Capital Group2,539$236.1K0.03%+2,539New
First Command Advisory Services, Inc.2,549$237.1K0.00%+1,143+81.3%Added
Insight Wealth Strategies, LLC2,549$237.1K0.03%+2,549New
Chatham Capital Group, Inc.2,550$237.2K0.03%+2,550New
Financial Sense Advisors, Inc.2,551$237.3K0.05%+2,551New
Van Strum & Towne Inc.2,555$237.6K0.07%+2,555New
Evergreen Wealth Solutions, LLC2,556$237.7K0.02%+2,556New
Summit Financial Wealth Advisors, LLC2,556$237.7K0.03%+2,556New
Wealth Dimensions Group, Ltd.2,558$237.9K0.05%+2,558New
Secure Asset Management, LLC2,563$238.3K0.04%+2,563New
Schaper Benz & Wise Investment Counsel Inc2,565$238.5K0.02%−400−13.5%Reduced
Hummer Financial Advisory Services Inc2,569$238.9K0.17%+2,569New
Integrity Financial Corp2,569$238.9K0.12%+2,569New
Bridgefront Capital, LLC2,570$239.0K0.06%+2,570New
Calton & Associates, Inc.2,574$239.4K0.03%−5,006−66.0%Reduced
Keating Investment Counselors Inc2,575$239.5K0.06%+2,575New
Disciplined Investors, L.L.C.2,589$240.8K0.14%+2,589New
Mosaic Family Wealth Partners, LLC2,592$241.0K0.02%+2,592New
SHP Wealth Management2,593$241.1K0.02%−133−4.9%Reduced
Facet Wealth, Inc.2,597$241.5K0.00%+2,597New
Austin Asset Management Co Inc2,598$241.6K0.04%+2,598New
Allen Mooney & Barnes Investment Advisors LLC2,608$242.5K0.03%+2,608New
Oak Harvest Investment Services2,617$243.4K0.03%+2,617New
Commonwealth Financial Services, LLC2,620$243.7K0.04%+2,620New
Founders Grove Wealth Partners, LLC2,643$245.8K0.06%+2,643New
Arista Wealth Management, LLC2,645$246.0K0.03%+2,645New
Impact Capital Partners LLC2,646$246.1K0.07%+2,646New
Folger Nolan Fleming Douglas Capital Management, Inc2,649$246.4K0.02%+2,649New
Hourglass Capital, LLC2,650$246.4K0.05%+2,650New
Tompkins Financial Corp2,658$247.2K0.02%+220+9.0%Added
Fortitude Advisory Group L.L.C.2,662$247.6K0.11%+2,662New