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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 3,376 | $314.0K | 0.04% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 3,386 | $314.9K | 0.04% | +90+2.7% | Added |
| Compagnie Lombard Odier SCmA | 3,400 | $316.2K | 0.00% | +1,370+67.5% | Added |
| United Advisor Group, LLC | 3,421 | $318.2K | 0.04% | +223+7.0% | Added |
| Concorde Asset Management, LLC | 3,448 | $320.7K | 0.16% | −700−16.9% | Reduced |
| PFG Private Wealth Management, LLC | 3,448 | $320.7K | 0.14% | +188+5.8% | Added |
| Seeds Investor LLC | 3,513 | $321.0K | 0.04% | +584+19.9% | Added |
| Jamison Private Wealth Management, Inc. | 3,455 | $321.3K | 0.04% | +9+0.3% | Added |
| Triune Financial Partners, LLC | 3,456 | $321.4K | 0.08% | +27+0.8% | Added |
| Addison Advisors LLC | 3,456 | $321.4K | 0.07% | +10.0% | Added |
| Comprehensive Money Management Services LLC | 3,457 | $321.5K | 0.21% | −500−12.6% | Reduced |
| Strategic Financial Concepts, LLC | 3,462 | $321.9K | 0.08% | +3,462 | New |
| Johnson Financial Group, LLC | 3,469 | $322.6K | 0.02% | +284+8.9% | Added |
| 17 Capital Partners, LLC | 3,486 | $324.2K | 0.17% | −3,400−49.4% | Reduced |
| Fiduciary Group LLC | 3,492 | $324.8K | 0.03% | +206+6.3% | Added |
| Hexagon Capital Partners LLC | 3,494 | $324.9K | 0.05% | +3,494 | New |
| Founders Capital Management, LLC | 3,496 | $325.1K | 0.05% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 3,496 | $325.1K | 0.03% | −245−6.5% | Reduced |
| MidFirst Bank | 3,497 | $325.2K | 0.03% | −1,724−33.0% | Reduced |
| Advocate Investing Services LLC | 3,500 | $325.5K | 0.28% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 3,508 | $326.3K | 0.03% | +500+16.6% | Added |
| Endowment Wealth Management, Inc. | 3,509 | $326.3K | 0.14% | +3,509 | New |
| North Star Asset Management Inc | 3,510 | $326.4K | 0.01% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,574 | $327.1K | 0.01% | −3,039−46.0% | Reduced |
| Berger Financial Group, Inc | 3,518 | $327.2K | 0.02% | −10.0% | Reduced |
| Weinberger Asset Management, Inc | 3,521 | $327.5K | 0.12% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 3,524 | $327.9K | 0.00% | −2,203−38.5% | Reduced |
| Purkiss Capital Advisors LLC | 3,539 | $329.1K | 0.14% | +82+2.4% | Added |
| Park Capital Management, LLC | 3,554 | $330.5K | 0.32% | −138−3.7% | Reduced |
| Foster Group, Inc. | 3,577 | $332.7K | 0.01% | +325+10.0% | Added |
| Kozak & Associates, Inc. | 3,598 | $333.2K | 0.06% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 3,530 | $333.6K | 0.04% | +39+1.1% | Added |
| Canal Capital Management, LLC | 3,596 | $334.5K | 0.05% | +3,596 | New |
| Legacy Wealth Advisors, LLC | 3,604 | $335.2K | 0.17% | +3,604 | New |
| Woodward Diversified Capital, LLC | 3,818 | $335.3K | 0.15% | −97−2.5% | Reduced |
| CRA Financial Services, LLC | 3,605 | $335.3K | 0.04% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 3,612 | $335.9K | 0.29% | −637−15.0% | Reduced |
| Capital Performance Advisors LLP | 3,615 | $336.2K | 0.02% | +349+10.7% | Added |
| Cassaday & Co Wealth Management LLC | 3,619 | $336.6K | 0.01% | −362−9.1% | Reduced |
| Goodman Financial Corp | 3,626 | $337.2K | 0.06% | −486−11.8% | Reduced |
| Baldwin Investment Management, LLC | 3,629 | $337.5K | 0.04% | 00.0% | Unchanged |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,770 | $337.7K | 0.25% | +3,770 | New |
| Oakworth Capital, Inc. | 3,633 | $337.9K | 0.02% | +800+28.2% | Added |
| Tyche Wealth Partners LLC | 3,638 | $338.3K | 0.05% | +76+2.1% | Added |
| Sentry LLC | 3,642 | $338.7K | 0.11% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 3,643 | $338.8K | 0.04% | −600−14.1% | Reduced |
| Brown Financial Advisors | 3,649 | $339.4K | 0.13% | +3,649 | New |
| Cove Private Wealth, LLC | 3,655 | $339.9K | 0.08% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,675 | $341.8K | 0.14% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 3,692 | $343.4K | 0.03% | −146−3.8% | Reduced |
| HCR Wealth Advisors | 3,711 | $345.1K | 0.04% | +60+1.6% | Added |
| NWF Advisory Services Inc. | 3,716 | $345.7K | 0.04% | −1,488−28.6% | Reduced |
| Naples Global Advisors, LLC | 3,741 | $347.9K | 0.03% | −42−1.1% | Reduced |
| Rehmann Capital Advisory Group | 3,749 | $348.7K | 0.02% | −253−6.3% | Reduced |
| Advisortrust Partners, LLC | 3,759 | $349.6K | 0.15% | +457+13.8% | Added |
| Old Mission Investment Co LLC | 3,762 | $349.8K | 0.08% | +5+0.1% | Added |
| Seven Mile Advisory | 3,771 | $350.7K | 0.25% | +193+5.4% | Added |
| Chicago Partners Investment Group LLC | 3,928 | $351.5K | 0.01% | +171+4.6% | Added |
| Gsa Capital Partners LLP | 3,790 | $352.0K | 0.02% | −2,825−42.7% | Reduced |
| BCV Asset Management Inc. | 3,790 | $352.5K | 0.01% | +3,790 | New |
| Successful Portfolios LLC | 3,804 | $353.5K | 0.19% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,819 | $355.2K | 0.01% | −132−3.3% | Reduced |
| Apella Capital, LLC | 4,047 | $355.4K | 0.01% | +513+14.5% | Added |
| Ballew Advisors, Inc | 3,904 | $355.6K | 0.20% | −196−4.8% | Reduced |
| Blue Chip Partners, Inc. | 3,840 | $357.1K | 0.03% | −8−0.2% | Reduced |
| Mattson Financial Services, LLC | 3,848 | $357.9K | 0.09% | +3,848 | New |
| VestGen Advisors, LLC | 4,199 | $358.4K | 0.01% | +4,199 | New |
| Marco Investment Management LLC | 3,872 | $360.1K | 0.03% | −400−9.4% | Reduced |
| Greenline Partners, LLC | 3,875 | $360.4K | 0.04% | +24+0.6% | Added |
| Planned Solutions, Inc. | 3,883 | $361.1K | 0.12% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,884 | $361.2K | 0.01% | −24,323−86.2% | Reduced |
| Aspen Grove Capital, LLC | 3,885 | $361.4K | 0.07% | +1,156+42.4% | Added |
| Golden State Equity Partners | 3,891 | $362.0K | 0.03% | +600+18.2% | Added |
| Cape Investment Advisory, Inc. | 3,896 | $362.3K | 0.12% | +3,187+449.5% | Added |
| Jacobi Capital Management LLC | 3,914 | $364.0K | 0.02% | −72−1.8% | Reduced |
| Flatrock Wealth Partners LLC | 3,925 | $365.0K | 0.16% | −225−5.4% | Reduced |
| Alchemi Wealth, LLC | 3,927 | $365.4K | 0.20% | +6+0.2% | Added |
| VectorGlobal IAG, Inc. | 3,933 | $365.8K | 0.10% | +3,933 | New |
| Klingman & Associates, LLC | 3,934 | $365.9K | 0.02% | +174+4.6% | Added |
| Phillips Wealth Planners LLC | 4,295 | $366.6K | 0.28% | +844+24.5% | Added |
| Fulton Bank, N.A. | 3,951 | $367.4K | 0.01% | +695+21.3% | Added |
| Linscomb & Williams, Inc. | 3,953 | $367.7K | 0.02% | +1,019+34.7% | Added |
| Keudell/Morrison Wealth Management | 3,982 | $370.3K | 0.08% | +398+11.1% | Added |
| Salem Investment Counselors Inc | 3,982 | $370.3K | 0.01% | +3,982 | New |
| ESL Trust Services, LLC | 3,984 | $370.5K | 0.07% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 3,989 | $371.0K | 0.03% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 3,995 | $371.5K | 0.03% | +3,995 | New |
| Accretive Wealth Partners, LLC | 4,000 | $372.0K | 0.11% | 00.0% | Unchanged |
| Cooper Financial Group | 4,015 | $373.4K | 0.04% | −52−1.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,020 | $373.9K | 0.13% | −392−8.9% | Reduced |
| International Assets Investment Management, LLC | 4,093 | $376.7K | 0.03% | −536−11.6% | Reduced |
| First Citizens Bank & Trust Co | 4,063 | $377.9K | 0.01% | −1,432−26.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,065 | $378.0K | 0.04% | +10.0% | Added |
| Indie Asset Partners, LLC | 4,065 | $378.0K | 0.43% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,066 | $378.1K | 0.01% | −77−1.9% | Reduced |
| Clear Trail Advisors, LLC | 4,087 | $380.1K | 0.06% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 4,091 | $380.5K | 0.04% | −976−19.3% | Reduced |
| Lafayette Investments, Inc. | 4,103 | $381.6K | 0.08% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,115 | $382.7K | 0.04% | −545−11.7% | Reduced |
| Welch Group, LLC | 4,115 | $382.7K | 0.01% | 00.0% | Unchanged |