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 |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 5,274 | $490.5K | 0.02% | −1,017−16.2% | Reduced |
| DSG Capital Advisors, LLC | 5,276 | $490.7K | 0.08% | 00.0% | Unchanged |
| PFS Partners, LLC | 5,294 | $492.4K | 0.23% | +38+0.7% | Added |
| Hardin Capital Partners, LLC | 5,305 | $493.4K | 0.23% | −300−5.4% | Reduced |
| FLC Capital Advisors | 5,316 | $494.4K | 0.09% | −152−2.8% | Reduced |
| Freestone Capital Holdings, LLC | 5,323 | $495.0K | 0.02% | +609+12.9% | Added |
| Lantz Financial LLC | 5,344 | $497.0K | 0.10% | +296+5.9% | Added |
| CenterBook Partners LP | 5,354 | $497.9K | 0.03% | +5,354 | New |
| Encompass More Asset Management | 5,430 | $505.0K | 0.09% | +66+1.2% | Added |
| Beaumont Financial Advisors, LLC | 5,430 | $505.0K | 0.03% | −190−3.4% | Reduced |
| Vista Investment Partners LLC | 5,439 | $505.8K | 0.13% | +245+4.7% | Added |
| Puzo Michael J | 5,450 | $506.9K | 0.15% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 5,464 | $508.2K | 0.03% | +5,464 | New |
| Advisor OS, LLC | 5,483 | $509.9K | 0.04% | +1,185+27.6% | Added |
| Capital Investment Advisory Services, LLC | 5,529 | $514.2K | 0.04% | −462−7.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,546 | $515.8K | 0.01% | +328+6.3% | Added |
| Bill Few Associates, Inc. | 5,559 | $517.0K | 0.12% | +28+0.5% | Added |
| LaSalle St. Investment Advisors, LLC | 5,574 | $518.5K | 0.07% | −20.0% | Reduced |
| Rexford Capital Inc | 5,609 | $521.6K | 0.37% | −79−1.4% | Reduced |
| Wulff, Hansen & Co. | 5,611 | $521.8K | 0.53% | 00.0% | Unchanged |
| Community Bank of Raymore | 5,650 | $525.5K | 0.35% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 5,684 | $528.6K | 0.03% | +2,656+87.7% | Added |
| Modera Wealth Management, LLC | 5,704 | $530.5K | 0.01% | −523−8.4% | Reduced |
| Essex Savings Bank | 5,720 | $532.0K | 0.12% | −697−10.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,738 | $533.6K | 0.06% | −14−0.2% | Reduced |
| NorthRock Partners, LLC | 5,763 | $536.0K | 0.01% | +292+5.3% | Added |
| Archer Investment Corp | 5,811 | $540.4K | 0.12% | +2,737+89.0% | Added |
| Simon Quick Advisors, LLC | 5,823 | $541.6K | 0.02% | −1,962−25.2% | Reduced |
| Jackson Square Capital, LLC | 5,833 | $542.5K | 0.11% | −2,837−32.7% | Reduced |
| Alessandra Capital Management, LLC | 5,844 | $543.5K | 0.46% | −78−1.3% | Reduced |
| SFMG, LLC | 5,874 | $546.3K | 0.04% | +2,510+74.6% | Added |
| Elevated Capital Advisors, LLC | 5,881 | $546.9K | 0.14% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,889 | $547.7K | 0.04% | +337+6.1% | Added |
| Picton Mahoney Asset Management | 11,600 | $550.7K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,930 | $551.5K | 0.08% | +707+13.5% | Added |
| Trust Co of Virginia | 5,947 | $553.1K | 0.05% | −125−2.1% | Reduced |
| Sittner & Nelson, LLC | 5,997 | $557.7K | 0.20% | +20.0% | Added |
| Strategic Advisors LLC | 6,000 | $558.0K | 0.09% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 6,000 | $558.0K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,000 | $558.0K | 0.03% | +4,500+300.0% | Added |
| GQG Partners LLC | 6,001 | $558.1K | 0.00% | −1,306−17.9% | Reduced |
| Permanens Capital L.P. | 6,013 | $559.2K | 0.07% | −9,197−60.5% | Reduced |
| Wallace Advisory Group, LLC | 6,014 | $559.3K | 0.60% | +77+1.3% | Added |
| Hamel Associates, Inc. | 6,050 | $560.5K | 0.16% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 6,052 | $562.0K | 0.00% | −30,187−83.3% | Reduced |
| Holistic Planning, LLC | 6,063 | $563.9K | 0.11% | +20.0% | Added |
| Legacy Capital Wealth Partners, LLC | 6,089 | $566.3K | 0.12% | −49−0.8% | Reduced |
| Hardy Reed LLC | 6,114 | $568.6K | 0.04% | −71−1.1% | Reduced |
| RiverFront Investment Group, LLC | 6,115 | $568.7K | 0.01% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 6,333 | $569.0K | 0.18% | +33+0.5% | Added |
| Romano Brothers and Company | 6,150 | $572.0K | 0.06% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 6,167 | $573.5K | 0.16% | −235−3.7% | Reduced |
| Venture Visionary Partners LLC | 6,176 | $574.4K | 0.02% | −502−7.5% | Reduced |
| Beaton Management Co. Inc. | 6,190 | $576.0K | 0.26% | −200−3.1% | Reduced |
| Eight 31 Financial LLC | 6,212 | $577.7K | 0.35% | −346−5.3% | Reduced |
| Ancora Advisors, LLC | 6,219 | $578.4K | 0.01% | −192−3.0% | Reduced |
| Rothschild Investment LLC | 6,306 | $586.5K | 0.03% | +191+3.1% | Added |
| Minot DeBlois Advisors LLC | 6,307 | $586.6K | 0.53% | +53+0.8% | Added |
| Rossmore Private Capital | 6,308 | $586.6K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 6,326 | $588.3K | 0.14% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,386 | $593.9K | 0.02% | +1,741+37.5% | Added |
| Washington Trust Co | 6,421 | $597.2K | 0.02% | −679−9.6% | Reduced |
| Harbour Capital Advisors, LLC | 6,683 | $598.1K | 0.11% | −10−0.1% | Reduced |
| FORA Capital, LLC | 6,433 | $598.2K | 0.04% | +6,433 | New |
| Courier Capital LLC | 6,433 | $598.3K | 0.03% | −397−5.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 6,455 | $600.3K | 0.03% | 00.0% | Unchanged |
| Capital Advisors Inc | 6,461 | $600.9K | 0.01% | +42+0.7% | Added |
| Gables Capital Management Inc. | 6,490 | $603.6K | 0.26% | −100−1.5% | Reduced |
| Davis R M Inc | 6,500 | $604.5K | 0.01% | −817−11.2% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $604.5K | 0.03% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 6,504 | $604.8K | 0.41% | −158−2.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,506 | $605.0K | 0.00% | −574−8.1% | Reduced |
| Boyd Watterson Asset Management LLC | 6,526 | $606.9K | 0.19% | −2,000−23.5% | Reduced |
| Dorato Capital Management | 6,612 | $608.4K | 0.45% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6,552 | $609.3K | 0.34% | 00.0% | Unchanged |
| Conning Inc. | 6,566 | $610.6K | 0.02% | −1,466−18.3% | Reduced |
| Anchyra Partners LLC | 6,583 | $612.2K | 0.19% | +937+16.6% | Added |
| BigSur Wealth Management LLC | 6,586 | $612.5K | 0.17% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 6,616 | $613.6K | 0.11% | −3,439−34.2% | Reduced |
| Moneta Group Investment Advisors LLC | 6,611 | $614.8K | 0.00% | +923+16.2% | Added |
| Angeles Wealth Management, LLC | 6,611 | $614.8K | 0.03% | +2,016+43.9% | Added |
| LMCG Investments, LLC | 6,654 | $618.8K | 0.04% | −197−2.9% | Reduced |
| Parkside Financial Bank & Trust | 6,656 | $619.0K | 0.05% | −368−5.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 6,659 | $619.3K | 0.17% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 6,662 | $619.6K | 0.06% | −1,457−17.9% | Reduced |
| Beacon Capital Management, LLC | 6,665 | $619.9K | 0.11% | +49+0.7% | Added |
| NTV Asset Management LLC | 6,711 | $624.1K | 0.07% | −8−0.1% | Reduced |
| BKD Wealth Advisors, LLC | 6,719 | $624.9K | 0.01% | −164−2.4% | Reduced |
| Camden Capital, LLC | 6,734 | $626.3K | 0.04% | −75−1.1% | Reduced |
| Broyhill Asset Management | 6,740 | $626.8K | 0.62% | +2,000+42.2% | Added |
| Avant Capital LLC | 6,748 | $627.6K | 0.44% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 6,770 | $629.6K | 0.07% | −1,435−17.5% | Reduced |
| Brookstone Capital Management | 6,779 | $630.4K | 0.01% | +1,290+23.5% | Added |
| New Republic Capital, LLC | 6,785 | $631.6K | 0.21% | −3,610−34.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 6,924 | $632.6K | 0.04% | +1,494+27.5% | Added |
| Vaughan David Investments LLC | 6,830 | $635.0K | 0.01% | −300−4.2% | Reduced |
| Pure Financial Advisors, Inc. | 6,845 | $636.6K | 0.01% | +1,327+24.0% | Added |
| Financial Advisory Service, Inc. | 6,848 | $636.9K | 0.04% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 6,885 | $640.3K | 0.10% | −300−4.2% | Reduced |
| Farmers Trust Co | 6,885 | $640.3K | 0.10% | −107−1.5% | Reduced |