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 |
|---|---|---|---|---|---|
| Kavar Capital Partners Group, LLC | 6,923 | $643.8K | 0.08% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 6,927 | $644.2K | 0.44% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 6,933 | $644.8K | 0.21% | −685−9.0% | Reduced |
| Argent Trust Co | 6,968 | $648.0K | 0.02% | +1,065+18.0% | Added |
| Woodmont Investment Counsel LLC | 6,973 | $648.5K | 0.04% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 6,980 | $649.1K | 0.14% | −108−1.5% | Reduced |
| BKM Wealth Management, LLC | 7,057 | $656.3K | 0.24% | −73−1.0% | Reduced |
| Greystone Financial Group, LLC | 7,059 | $656.5K | 0.19% | −17,222−70.9% | Reduced |
| Select Asset Management & Trust | 7,074 | $658.0K | 0.21% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 7,081 | $658.6K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 7,097 | $660.0K | 0.01% | +394+5.9% | Added |
| Wealth Alliance | 7,100 | $660.3K | 0.07% | −2,770−28.1% | Reduced |
| Umb Bank N A | 7,109 | $661.1K | 0.01% | −161−2.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,112 | $661.4K | 0.00% | −432−5.7% | Reduced |
| Crestwood Advisors Group LLC | 7,151 | $665.1K | 0.01% | +648+10.0% | Added |
| Investors Research Corp | 7,163 | $666.2K | 0.13% | −2,944−29.1% | Reduced |
| Atlantic Trust, LLC | 7,199 | $669.5K | 0.11% | −710−9.0% | Reduced |
| AlTi Global, Inc. | 7,200 | $669.6K | 0.01% | −2,198−23.4% | Reduced |
| Sovran Advisors, LLC | 7,389 | $669.9K | 0.05% | +2,378+47.5% | Added |
| Global Trust Asset Management, LLC | 7,225 | $671.9K | 0.26% | 00.0% | Unchanged |
| Investment Research Partners LLC | 7,233 | $672.6K | 0.27% | −582−7.4% | Reduced |
| Parsons Capital Management Inc | 7,257 | $674.9K | 0.03% | +3,672+102.4% | Added |
| Bogart Wealth, LLC | 7,265 | $675.6K | 0.03% | −271−3.6% | Reduced |
| Plancorp, LLC | 7,413 | $683.6K | 0.02% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 7,355 | $684.0K | 0.39% | 00.0% | Unchanged |
| Dearborn Partners LLC | 7,369 | $685.3K | 0.04% | −325−4.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,393 | $687.6K | 0.11% | −70−0.9% | Reduced |
| James Investment Research Inc | 7,398 | $688.0K | 0.08% | −23−0.3% | Reduced |
| West Family Investments, Inc. | 7,408 | $688.9K | 0.24% | −13,314−64.3% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 7,432 | $691.2K | 0.03% | −1,194−13.8% | Reduced |
| Focused Alpha, LLC | 7,436 | $691.5K | 0.21% | +20.0% | Added |
| Sendero Wealth Management, LLC | 7,441 | $692.0K | 0.08% | −3,322−30.9% | Reduced |
| Albert D Mason Inc | 7,471 | $694.8K | 0.45% | −185−2.4% | Reduced |
| Evernest Financial Advisors, LLC | 8,006 | $695.8K | 0.14% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,501 | $697.0K | 0.00% | −40,750−84.5% | Reduced |
| First National Bank of Hutchinson | 7,498 | $697.3K | 0.45% | +547+7.9% | Added |
| Marks Group Wealth Management, Inc | 7,516 | $699.0K | 0.07% | +1,357+22.0% | Added |
| Mattern Wealth Management LLC | 7,520 | $699.4K | 0.14% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 7,535 | $700.8K | 0.04% | +2,347+45.2% | Added |
| Catalytic Wealth RIA, LLC | 7,547 | $701.9K | 0.03% | −1,663−18.1% | Reduced |
| SCP Investment, LP | 7,600 | $706.8K | 0.78% | −19,000−71.4% | Reduced |
| DMG Group, LLC | 7,609 | $707.6K | 0.48% | −84−1.1% | Reduced |
| Estabrook Capital Management | 7,615 | $708.2K | 0.10% | 00.0% | Unchanged |
| AMG National Trust Bank | 7,619 | $708.6K | 0.02% | +1,395+22.4% | Added |
| Principle Wealth Partners LLC | 7,640 | $710.5K | 0.04% | −360−4.5% | Reduced |
| Kovack Advisors, Inc. | 7,731 | $712.8K | 0.04% | −200−2.5% | Reduced |
| Gotham Asset Management, LLC | 7,668 | $713.1K | 0.00% | −10−0.1% | Reduced |
| Busey Wealth Management | 7,747 | $720.5K | 0.02% | −4,592−37.2% | Reduced |
| Welch & Forbes LLC | 7,753 | $721.0K | 0.01% | −83−1.1% | Reduced |
| Probity Advisors, Inc. | 7,758 | $721.5K | 0.11% | +17+0.2% | Added |
| Boston Family Office LLC | 7,759 | $722.0K | 0.05% | −610−7.3% | Reduced |
| GW Henssler & Associates Ltd | 7,781 | $723.6K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 8,140 | $723.7K | 0.05% | +3,208+65.0% | Added |
| Vann Equity Management LLC | 7,820 | $727.3K | 0.52% | +7,820 | New |
| Bellevue Group AG | 7,844 | $729.5K | 0.02% | +7,844 | New |
| Douglass Winthrop Advisors, LLC | 7,852 | $730.2K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 7,864 | $731.4K | 0.15% | +7,864 | New |
| Horizon Investments, LLC | 7,888 | $733.6K | 0.01% | +4,185+113.0% | Added |
| Ascent Group, LLC | 7,903 | $735.0K | 0.03% | +1,824+30.0% | Added |
| Hollencrest Capital Management | 7,906 | $735.3K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 7,926 | $737.1K | 0.07% | −322−3.9% | Reduced |
| Fortress Private Ledger, LLC | 7,940 | $738.4K | 0.23% | +587+8.0% | Added |
| Aries Wealth Management | 7,962 | $740.5K | 0.16% | −35−0.4% | Reduced |
| Bruce G. Allen Investments, LLC | 7,983 | $742.4K | 0.49% | +69+0.9% | Added |
| Orion Investment Co | 7,989 | $743.0K | 0.24% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 8,005 | $744.5K | 0.16% | +590+8.0% | Added |
| R.H. Dinel Investment Counsel, Inc. | 8,015 | $745.4K | 0.60% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 8,032 | $747.0K | 0.00% | +458+6.0% | Added |
| Bayesian Capital Management, LP | 8,043 | $748.0K | 0.91% | +8,043 | New |
| Zions Bancorporation, National Association | 8,046 | $748.3K | 0.05% | +7,573+1,601.1% | Added |
| National Philanthropic Trust | 8,079 | $751.3K | 0.01% | +28+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 8,452 | $754.4K | 0.01% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 8,129 | $756.0K | 0.43% | +1,846+29.4% | Added |
| Mairs & Power Inc | 8,132 | $756.3K | 0.01% | +628+8.4% | Added |
| Jaffetilchin Investment Partners, LLC | 8,138 | $756.8K | 0.05% | −197−2.4% | Reduced |
| Eads & Heald Wealth Management | 8,141 | $757.1K | 0.38% | +1,465+21.9% | Added |
| Transamerica Financial Advisors, Inc. | 8,155 | $758.4K | 0.06% | +2,817+52.8% | Added |
| NBT Bank N A | 8,166 | $759.4K | 0.05% | −32−0.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,166 | $759.4K | 0.01% | +737+9.9% | Added |
| InTrack Investment Management Inc | 8,198 | $762.4K | 0.43% | −1,668−16.9% | Reduced |
| Harrell Investment Partners, LLC | 8,212 | $763.7K | 0.18% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,214 | $763.9K | 0.02% | −273−3.2% | Reduced |
| Pullen Investment Management, LLC | 8,247 | $767.0K | 0.39% | +30+0.4% | Added |
| Geneos Wealth Management Inc. | 8,276 | $769.7K | 0.02% | +66+0.8% | Added |
| Bridgewater Advisors Inc. | 9,088 | $771.8K | 0.05% | −372−3.9% | Reduced |
| Seamount Financial Group Inc | 8,327 | $774.4K | 0.35% | −450−5.1% | Reduced |
| Philadelphia Trust Co | 8,367 | $778.0K | 0.05% | +17+0.2% | Added |
| Inscription Capital, LLC | 8,415 | $782.6K | 0.08% | +19+0.2% | Added |
| Larry Mathis Financial Planning, LLC | 8,430 | $784.0K | 0.70% | −144−1.7% | Reduced |
| Monticello Wealth Management, LLC | 8,432 | $784.2K | 0.05% | +56+0.7% | Added |
| Ignite Planners, LLC | 8,451 | $785.9K | 0.12% | +18+0.2% | Added |
| Plan A Wealth LLC | 8,479 | $788.5K | 0.38% | +51+0.6% | Added |
| Roehl & Yi Investment Advisors, LLC | 8,492 | $789.7K | 0.30% | +1,366+19.2% | Added |
| Legacy Wealth Asset Management, LLC | 8,501 | $790.6K | 0.19% | +53+0.6% | Added |
| Harmony Asset Management LLC | 8,507 | $791.2K | 0.24% | 00.0% | Unchanged |
| Spire Wealth Management | 8,518 | $792.2K | 0.03% | −59−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 8,530 | $793.2K | 0.02% | +1,323+18.4% | Added |
| Chemistry Wealth Management LLC | 8,556 | $795.8K | 0.14% | +17+0.2% | Added |
| Stock Yards Bank & Trust Co | 8,566 | $796.6K | 0.02% | +690+8.8% | Added |
| Centurion Wealth Management LLC | 8,579 | $797.9K | 0.18% | −30−0.3% | Reduced |