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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 2,696 | $250.7K | 0.01% | −31,555−92.1% | Reduced |
| CWA Asset Management Group, LLC | 2,699 | $251.0K | 0.01% | +2,699 | New |
| one8zero8, LLC | 2,700 | $251.1K | 0.06% | −150−5.3% | Reduced |
| Westover Capital Advisors, LLC | 2,700 | $251.1K | 0.05% | +2,700 | New |
| Thompson Investment Management, Inc. | 2,701 | $251.2K | 0.03% | −475−15.0% | Reduced |
| Pavion Blue Capital, LLC | 2,707 | $251.8K | 0.11% | −16−0.6% | Reduced |
| ORG Wealth Partners, LLC | 2,718 | $252.9K | 0.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,720 | $253.0K | 0.01% | −1,200−30.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,721 | $253.1K | 0.04% | +2,721 | New |
| Hanson & Doremus Investment Management | 2,728 | $254.0K | 0.03% | −441−13.9% | Reduced |
| PFW Advisors LLC | 2,737 | $254.5K | 0.08% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,740 | $254.8K | 0.01% | +2,740 | New |
| NorthCrest Asset Manangement, LLC | 2,746 | $255.6K | 0.01% | −3,016−52.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,754 | $256.1K | 0.04% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2,758 | $256.5K | 0.08% | +2,758 | New |
| Silver Oak Securities, Inc | 2,774 | $258.0K | 0.02% | −596−17.7% | Reduced |
| XML Financial, LLC | 2,777 | $258.3K | 0.02% | −89−3.1% | Reduced |
| KG&L Capital Management,LLC | 2,795 | $259.9K | 0.19% | +2,795 | New |
| Trust Co | 2,820 | $262.3K | 0.02% | 00.0% | Unchanged |
| Spinnaker Trust | 2,833 | $263.5K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Corp | 2,835 | $263.7K | 0.02% | +2,835 | New |
| Holistic Financial Partners | 2,848 | $264.9K | 0.10% | +2,848 | New |
| Purpose Unlimited Inc. | 2,849 | $264.9K | 0.01% | +2,849 | New |
| Montecito Bank & Trust | 2,860 | $266.0K | 0.04% | −260−8.3% | Reduced |
| 44 Wealth Management LLC | 2,862 | $266.1K | 0.09% | −29,804−91.2% | Reduced |
| Trinity Legacy Partners, LLC | 2,925 | $267.2K | 0.06% | −506−14.7% | Reduced |
| Stonebridge Capital Management Inc | 2,876 | $267.5K | 0.12% | +2,876 | New |
| 1st Source Bank | 2,886 | $268.4K | 0.01% | +8+0.3% | Added |
| Roman Butler Fullerton & Co | 2,929 | $269.5K | 0.07% | −242−7.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,898 | $269.5K | 0.01% | −881−23.3% | Reduced |
| BIP Wealth, LLC | 2,900 | $269.7K | 0.01% | +2,900 | New |
| Fort Washington Investment Advisors Inc | 2,901 | $269.8K | 0.00% | −1,962−40.3% | Reduced |
| Enterprise Financial Services Corp | 2,901 | $269.8K | 0.14% | +2,901 | New |
| Purewater Capital LLC | 2,910 | $270.6K | 0.26% | +2,910 | New |
| Cornerstone Wealth Group, LLC | 3,066 | $271.8K | 0.02% | +3,066 | New |
| Narus Financial Partners, LLC | 2,928 | $272.3K | 0.07% | −100−3.3% | Reduced |
| Goelzer Investment Management, Inc. | 2,932 | $272.6K | 0.01% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 2,943 | $273.7K | 0.03% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 2,952 | $274.5K | 0.15% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 2,963 | $275.6K | 0.02% | 00.0% | Unchanged |
| Addison Capital Co | 2,971 | $276.3K | 0.05% | +3+0.1% | Added |
| Choice Wealth Advisors, LLC | 2,976 | $276.8K | 0.11% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 2,976 | $276.8K | 0.06% | +2,976 | New |
| Duncker Streett & Co Inc | 2,985 | $277.6K | 0.05% | +7+0.2% | Added |
| HighPoint Advisor Group LLC | 2,992 | $278.3K | 0.01% | −24,892−89.3% | Reduced |
| Bank of Nova Scotia | 3,000 | $279.0K | 0.00% | −1,829−37.9% | Reduced |
| Wedgewood Investors Inc | 3,000 | $279.0K | 0.32% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,000 | $279.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 3,000 | $279.0K | 0.17% | 00.0% | Unchanged |
| Pavaki Capital Management LLC | 3,000 | $279.0K | 0.20% | 00.0% | Unchanged |
| Marin Bay Wealth Advisors, LLC | 3,008 | $279.7K | 0.17% | +119+4.1% | Added |
| Mayflower Financial Advisors, LLC | 3,011 | $280.0K | 0.03% | +144+5.0% | Added |
| CFM Wealth Partners LLC | 3,020 | $280.9K | 0.04% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 3,024 | $281.2K | 0.12% | −458−13.2% | Reduced |
| Oxinas Partners Wealth Management LLC | 3,029 | $281.7K | 0.13% | 00.0% | Unchanged |
| United Community Bank | 3,035 | $282.3K | 0.09% | +625+25.9% | Added |
| Charles Schwab Trust Co | 3,048 | $283.5K | 0.02% | +3,048 | New |
| Roundview Capital LLC | 3,067 | $285.2K | 0.02% | −21−0.7% | Reduced |
| West Michigan Advisors, LLC | 3,079 | $286.3K | 0.06% | +3,079 | New |
| Kingswood Wealth Advisors, LLC | 3,083 | $286.7K | 0.01% | −192−5.9% | Reduced |
| Focus Financial Network, Inc. | 3,086 | $287.0K | 0.01% | +325+11.8% | Added |
| Appleton Partners Inc | 3,086 | $287.0K | 0.02% | 00.0% | Unchanged |
| Ridge Creek Global, Inc | 3,093 | $287.6K | 0.24% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 3,095 | $287.8K | 0.07% | +3,095 | New |
| Tufton Capital Management | 3,100 | $288.0K | 0.05% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,925 | $288.4K | 0.22% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 3,112 | $289.4K | 0.02% | +3,112 | New |
| Dunhill Financial, LLC | 3,113 | $289.6K | 0.07% | +119+4.0% | Added |
| ZEGA Investments, LLC | 3,126 | $290.7K | 0.06% | −13−0.4% | Reduced |
| M1 Capital Management LLC | 3,133 | $291.4K | 0.13% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,142 | $292.2K | 0.03% | +3,142 | New |
| Sax Wealth Advisors, LLC | 3,978 | $292.3K | 0.01% | −5−0.1% | Reduced |
| Peoples Financial Services Corp. | 3,150 | $292.9K | 0.14% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 3,153 | $293.0K | 0.03% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 3,158 | $293.7K | 0.02% | −1,200−27.5% | Reduced |
| Washington Trust Advisors, Inc. | 3,163 | $294.2K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 3,172 | $295.0K | 0.01% | −4,348−57.8% | Reduced |
| Counterweight Ventures, LLC | 3,175 | $295.3K | 0.17% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 3,196 | $297.2K | 0.03% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 3,200 | $297.6K | 0.05% | 00.0% | Unchanged |
| Corient IA LLC | 3,200 | $297.6K | 0.28% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 3,200 | $297.6K | 0.04% | +250+8.5% | Added |
| Western Wealth Management, LLC | 3,210 | $298.6K | 0.01% | −260−7.5% | Reduced |
| Founders Financial Alliance, LLC | 3,216 | $299.1K | 0.05% | +3,216 | New |
| Clarus Group, Inc. | 3,235 | $300.9K | 0.11% | +8+0.2% | Added |
| Tandem Capital Management Corp | 3,250 | $302.3K | 0.15% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 3,251 | $302.3K | 0.19% | +206+6.8% | Added |
| Riverbridge Partners LLC | 3,278 | $304.9K | 0.01% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 3,284 | $305.4K | 0.00% | −1,928−37.0% | Reduced |
| Principal Street Partners, LLC | 3,308 | $307.6K | 0.05% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 3,316 | $308.4K | 0.27% | +3,316 | New |
| Financial & Tax Architects, LLC | 3,318 | $308.6K | 0.07% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,321 | $308.9K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 3,329 | $309.6K | 0.18% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,329 | $309.6K | 0.03% | +3,329 | New |
| Tranquility Partners, LLC | 3,337 | $310.3K | 0.12% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 3,340 | $310.6K | 0.19% | −298−8.2% | Reduced |
| Elser Financial Planning, Inc | 3,318 | $311.1K | 0.02% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,348 | $311.4K | 0.01% | −171−4.9% | Reduced |
| Palisade Asset Management, LLC | 3,350 | $311.6K | 0.03% | 00.0% | Unchanged |