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 |
|---|---|---|---|---|---|
| Syverson Strege & Co | 4,141 | $385.1K | 0.09% | −9−0.2% | Reduced |
| Signature Wealth Management Partners, LLC | 4,168 | $387.6K | 0.19% | 00.0% | Unchanged |
| Hara Capital LLC | 4,170 | $387.8K | 0.19% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 4,259 | $388.0K | 0.02% | +117+2.8% | Added |
| Diversified Enterprises, LLC | 4,173 | $388.1K | 0.02% | +214+5.4% | Added |
| Clear Harbor Asset Management, LLC | 4,194 | $390.1K | 0.03% | +70+1.7% | Added |
| Johnson Financial Group, Inc. | 4,204 | $391.0K | 0.01% | −89−2.1% | Reduced |
| Westmount Partners, LLC | 4,210 | $391.5K | 0.10% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 4,224 | $392.8K | 0.08% | −26−0.6% | Reduced |
| Diligent Investors, LLC | 4,232 | $393.6K | 0.10% | +20.0% | Added |
| Cary Street Partner Investment Advisory LLC | 4,258 | $396.0K | 0.10% | −522−10.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,269 | $397.0K | 0.01% | +484+12.8% | Added |
| Stokes Family Office, LLC | 4,273 | $397.4K | 0.04% | −853−16.6% | Reduced |
| Uhlmann Price Securities, LLC | 4,289 | $398.3K | 0.03% | +290+7.3% | Added |
| Doliver Advisors, LP | 4,299 | $399.8K | 0.09% | +167+4.0% | Added |
| Balentine LLC | 4,313 | $401.1K | 0.02% | −1,746−28.8% | Reduced |
| JFS Wealth Advisors, LLC | 4,326 | $402.3K | 0.02% | −800−15.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,328 | $402.5K | 0.09% | 00.0% | Unchanged |
| Sepio Capital, LP | 4,332 | $402.9K | 0.02% | +15+0.3% | Added |
| RDA Financial Network | 4,337 | $403.3K | 0.10% | −164−3.6% | Reduced |
| Traveka Wealth, LLC | 4,340 | $403.6K | 0.15% | +27+0.6% | Added |
| Cypress Wealth Services, LLC | 4,372 | $406.6K | 0.06% | +161+3.8% | Added |
| Titleist Asset Management, LLC | 4,396 | $408.8K | 0.03% | +231+5.5% | Added |
| Kelly Lawrence W & Associates Inc | 4,400 | $409.2K | 0.11% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,403 | $409.5K | 0.00% | −297−6.3% | Reduced |
| RFG Advisory, LLC | 4,411 | $410.2K | 0.01% | +4,411 | New |
| Cetera Trust Company, N.A | 4,415 | $410.6K | 0.23% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 4,424 | $411.4K | 0.10% | −1,250−22.0% | Reduced |
| Grange Capital, LLC | 4,426 | $411.6K | 0.41% | +13+0.3% | Added |
| Colter Lewis Investment Partners LLC | 4,427 | $411.7K | 0.39% | 00.0% | Unchanged |
| First Financial Corp | 4,444 | $413.3K | 0.16% | 00.0% | Unchanged |
| First Foundation Advisors | 4,481 | $416.7K | 0.02% | +1,197+36.4% | Added |
| Abacus Planning Group, Inc. | 4,498 | $418.3K | 0.06% | +498+12.5% | Added |
| Parvin Asset Management, LLC | 4,500 | $418.5K | 0.31% | −200−4.3% | Reduced |
| Bulltick Wealth Management, LLC | 4,506 | $419.1K | 0.09% | −3,526−43.9% | Reduced |
| Northside Capital Management, LLC | 4,510 | $419.4K | 0.04% | +500+12.5% | Added |
| Breakwater Capital Group | 4,518 | $420.2K | 0.06% | −310−6.4% | Reduced |
| RHS Financial, LLC | 4,521 | $420.5K | 0.20% | +520+13.0% | Added |
| Keystone Financial Group | 4,541 | $421.5K | 0.03% | +4,541 | New |
| Carret Asset Management, LLC | 4,536 | $421.8K | 0.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,855 | $421.9K | 0.03% | +1,921+65.5% | Added |
| Vista Investment Partners II, LLC | 4,557 | $423.8K | 0.19% | +7+0.2% | Added |
| Csenge Advisory Group | 4,566 | $424.6K | 0.02% | +4,566 | New |
| Anchor Investment Management, LLC | 4,585 | $426.4K | 0.04% | 00.0% | Unchanged |
| American Money Management, LLC | 4,599 | $427.7K | 0.07% | −473−9.3% | Reduced |
| Osborne Partners Capital Management, LLC | 4,615 | $429.2K | 0.02% | −1,400−23.3% | Reduced |
| Modern Wealth Management, LLC | 4,689 | $431.5K | 0.01% | −2,188−31.8% | Reduced |
| Boston Private Wealth LLC | 4,643 | $431.8K | 0.03% | +246+5.6% | Added |
| Greenfield Savings Bank | 4,654 | $432.8K | 0.18% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,659 | $433.0K | 0.01% | −114−2.4% | Reduced |
| Financial Management Professionals, Inc. | 4,663 | $433.6K | 0.05% | −133−2.8% | Reduced |
| Cache Advisors, LLC | 4,688 | $436.0K | 0.05% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4,696 | $436.7K | 0.13% | −248−5.0% | Reduced |
| Belpointe Asset Management LLC | 4,703 | $437.4K | 0.02% | +1,569+50.1% | Added |
| Canopy Partners, LLC | 4,704 | $437.5K | 0.15% | +85+1.8% | Added |
| Procyon Private Wealth Partners, LLC | 4,706 | $437.7K | 0.02% | +1,338+39.7% | Added |
| Zacks Investment Management | 4,735 | $440.3K | 0.00% | +4,735 | New |
| Alpha Omega Wealth Management LLC | 4,746 | $441.4K | 0.07% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,754 | $442.1K | 0.13% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,776 | $444.1K | 0.03% | −2,996−38.5% | Reduced |
| Rahlfs Capital, LLC | 4,777 | $444.3K | 0.33% | 00.0% | Unchanged |
| Brave Asset Management Inc | 4,800 | $446.4K | 0.11% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,831 | $449.3K | 0.09% | −200−4.0% | Reduced |
| McAdam, LLC | 4,835 | $449.7K | 0.02% | +228+4.9% | Added |
| North Star Investment Management Corp. | 4,840 | $450.2K | 0.03% | +13+0.3% | Added |
| Ledyard National Bank | 4,843 | $450.4K | 0.04% | −20−0.4% | Reduced |
| Atlas Brown,Inc. | 4,848 | $450.9K | 0.14% | 00.0% | Unchanged |
| E&G Advisors, LP | 4,860 | $452.0K | 0.10% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,881 | $453.9K | 0.10% | −1,446−22.9% | Reduced |
| Riversedge Advisors, LLC | 4,881 | $453.9K | 0.07% | +135+2.8% | Added |
| Insight 2811, Inc. | 4,900 | $455.7K | 0.20% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 4,900 | $455.7K | 0.37% | +4,900 | New |
| Venturi Wealth Management, LLC | 4,905 | $456.2K | 0.02% | +485+11.0% | Added |
| Plan Group Financial, LLC | 4,906 | $456.2K | 0.11% | +20.0% | Added |
| Sonoma Allocations LLC | 4,859 | $456.3K | 0.16% | −1,101−18.5% | Reduced |
| Ti-Trust, Inc | 4,920 | $457.6K | 0.27% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 4,938 | $459.2K | 0.23% | +226+4.8% | Added |
| Integrity Alliance, LLC. | 4,965 | $461.8K | 0.02% | +608+14.0% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $462.0K | 0.06% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 4,975 | $462.7K | 0.14% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 4,997 | $464.7K | 0.03% | +4,997 | New |
| Brucke Financial, Inc. | 5,000 | $465.0K | 0.24% | −6,753−57.5% | Reduced |
| Hardman Johnston Global Advisors LLC | 5,000 | $465.0K | 0.02% | 00.0% | Unchanged |
| VPR Management LLC | 5,000 | $465.0K | 0.19% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 5,001 | $465.1K | 0.17% | +47+0.9% | Added |
| Lunt Capital Management, Inc. | 5,099 | $474.2K | 0.18% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 5,100 | $474.3K | 0.20% | 00.0% | Unchanged |
| Cullinan Associates Inc | 5,100 | $474.3K | 0.04% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 5,100 | $474.3K | 0.23% | +5,100 | New |
| Element Wealth, LLC | 5,122 | $476.4K | 0.20% | −129−2.5% | Reduced |
| Nations Financial Group Inc, | 5,123 | $476.5K | 0.02% | −216−4.0% | Reduced |
| KCM Investment Advisors LLC | 5,126 | $476.8K | 0.02% | 00.0% | Unchanged |
| Patten & Patten Inc | 5,160 | $479.9K | 0.03% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 5,175 | $481.3K | 0.11% | −257−4.7% | Reduced |
| Quotient Wealth Partners, LLC | 5,176 | $481.4K | 0.01% | −2,538−32.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,190 | $482.7K | 0.08% | −9,690−65.1% | Reduced |
| Bridges Investment Management Inc | 5,193 | $482.9K | 0.01% | −325−5.9% | Reduced |
| CFS Investment Advisory Services, LLC | 5,523 | $485.0K | 0.03% | +6+0.1% | Added |
| Northeast Investment Management | 5,229 | $486.3K | 0.02% | −125−2.3% | Reduced |
| Essex Financial Services, Inc. | 5,236 | $487.0K | 0.03% | −37−0.7% | Reduced |