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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 102,139 | $9.50M | 0.28% | +1,457+1.4% | Added |
| Warren Averett Asset Management, LLC | 100,176 | $9.32M | 0.07% | +28,246+39.3% | Added |
| Brown Brothers Harriman & Co | 99,869 | $9.29M | 0.05% | +8,285+9.0% | Added |
| Eastover Investment Advisors LLC | 98,217 | $9.13M | 3.91% | −3,261−3.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 97,658 | $9.08M | 0.67% | −144,439−59.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 94,755 | $9.00M | 0.04% | +10,323+12.2% | Added |
| Foresight Global Investors, Inc. | 96,405 | $8.97M | 5.82% | −67,455−41.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 94,441 | $8.78M | 0.01% | +22,108+30.6% | Added |
| Nikko Asset Management Americas, Inc. | 94,441 | $8.78M | 0.12% | +22,108+30.6% | Added |
| TownSquare Capital, LLC | 94,305 | $8.77M | 1.98% | +271+0.3% | Added |
| RSM US Wealth Management LLC | 93,854 | $8.73M | 0.11% | +937+1.0% | Added |
| Brinker Capital Investments, LLC | 92,669 | $8.62M | 0.07% | +13,712+17.4% | Added |
| GTS Securities LLC | 92,360 | $8.59M | 0.30% | +88,918+2,583.3% | Added |
| New England Asset Management Inc | 89,640 | $8.34M | 1.06% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 87,175 | $8.11M | 0.10% | −7,391−7.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 86,748 | $8.07M | 0.02% | +13,093+17.8% | Added |
| Glenmede Trust Co NA | 85,703 | $7.97M | 0.04% | −51,994−37.8% | Reduced |
| South State Corp. | 85,098 | $7.91M | 0.37% | +165+0.2% | Added |
| Ci Investments Inc. | 84,875 | $7.89M | 0.04% | −10,532−11.0% | Reduced |
| Integrated Quantitative Investments LLC | 83,288 | $7.75M | 1.41% | +24,575+41.9% | Added |
| HORAN Wealth, LLC | 83,302 | $7.62M | 0.72% | +43,075+107.1% | Added |
| Heritage Investors Management Corp | 81,314 | $7.56M | 0.23% | −9,724−10.7% | Reduced |
| Hennessy Advisors Inc | 81,200 | $7.55M | 0.27% | +4,700+6.1% | Added |
| Fifth Third Bancorp | 81,138 | $7.55M | 0.01% | −831−1.0% | Reduced |
| Claret Asset Management Corp | 80,035 | $7.44M | 0.89% | −574−0.7% | Reduced |
| Ritholtz Wealth Management | 79,868 | $7.43M | 0.13% | +2,887+3.8% | Added |
| Atlantic Union Bankshares Corp | 79,822 | $7.42M | 0.14% | −22,392−21.9% | Reduced |
| Clearbridge Investments, LLC | 79,597 | $7.40M | 0.01% | −1,616−2.0% | Reduced |
| Archford Capital Strategies, LLC | 79,162 | $7.36M | 0.84% | +25,669+48.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 78,059 | $7.26M | 0.14% | −63,759−45.0% | Reduced |
| Renaissance Group LLC | 77,012 | $7.16M | 0.30% | −1,933−2.4% | Reduced |
| State Street Corp | 76,854 | $7.15M | 0.00% | +43+0.1% | Added |
| MAI Capital Management | 74,592 | $6.94M | 0.04% | −77−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 74,296 | $6.91M | 0.07% | +60,850+452.6% | Added |
| Baird Financial Group, Inc. | 73,233 | $6.81M | 0.01% | −6,340−8.0% | Reduced |
| Factory Mutual Insurance Co | 71,233 | $6.62M | 0.07% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 70,427 | $6.55M | 0.14% | −396−0.6% | Reduced |
| Royce & Associates LP | 70,000 | $6.51M | 0.06% | 00.0% | Unchanged |
| Gradient Investments LLC | 69,793 | $6.49M | 0.10% | +43,398+164.4% | Added |
| Pittenger & Anderson Inc | 69,115 | $6.43M | 0.26% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 68,043 | $6.33M | 0.20% | +2,384+3.6% | Added |
| Neville Rodie & Shaw Inc | 67,975 | $6.32M | 0.46% | −5,175−7.1% | Reduced |
| CIBC Asset Management Inc | 67,749 | $6.30M | 0.02% | +4,488+7.1% | Added |
| Old National Bancorp | 67,537 | $6.28M | 0.11% | +3,038+4.7% | Added |
| Ieq Capital, LLC | 66,892 | $6.22M | 0.03% | −14,817−18.1% | Reduced |
| Advocate Group LLC | 66,636 | $6.20M | 0.97% | −189−0.3% | Reduced |
| Kimelman & Baird, LLC | 66,176 | $6.15M | 0.51% | 00.0% | Unchanged |
| Callodine Capital Management, LP | 66,000 | $6.14M | 0.43% | −51,000−43.6% | Reduced |
| Weatherly Asset Management L. P. | 65,917 | $6.13M | 0.50% | +542+0.8% | Added |
| Old Mission Capital LLC | 65,681 | $6.11M | 0.14% | +65,681 | New |
| Inspire Trust Co, N.A. | 65,000 | $6.04M | 0.93% | 00.0% | Unchanged |
| Vident Advisory, LLC | 63,597 | $5.91M | 0.05% | +5,843+10.1% | Added |
| Bleakley Financial Group, LLC | 63,582 | $5.91M | 0.09% | −16,429−20.5% | Reduced |
| YHB Investment Advisors, Inc. | 62,853 | $5.85M | 0.42% | −944−1.5% | Reduced |
| CWM, LLC | 61,089 | $5.68M | 0.01% | −7,361−10.8% | Reduced |
| Gilman Hill Asset Management, LLC | 61,041 | $5.68M | 0.86% | +42+0.1% | Added |
| Brookmont Capital Management | 60,601 | $5.64M | 3.16% | +2,305+4.0% | Added |
| Naviter Wealth, LLC | 60,592 | $5.64M | 0.70% | +2,755+4.8% | Added |
| Blair William & Co | 60,233 | $5.60M | 0.02% | −1,098−1.8% | Reduced |
| Farringdon Capital, Ltd. | 60,083 | $5.59M | 1.22% | +17,711+41.8% | Added |
| SBI Securities Co., Ltd. | 59,828 | $5.56M | 0.15% | −1,000−1.6% | Reduced |
| Fiduciary Trust Co | 59,684 | $5.55M | 0.07% | +119+0.2% | Added |
| Capital World Investors | 59,330 | $5.50M | 0.00% | +2,290+4.0% | Added |
| Signaturefd, LLC | 58,967 | $5.48M | 0.08% | +1,400+2.4% | Added |
| Atria Investments LLC | 58,870 | $5.47M | 0.06% | −1,515−2.5% | Reduced |
| Azimuth Capital Investment Management LLC | 58,620 | $5.45M | 0.21% | −2,985−4.8% | Reduced |
| Drum Hill Capital, LLC | 58,378 | $5.43M | 4.99% | −964−1.6% | Reduced |
| First Manhattan Co | 57,667 | $5.36M | 0.01% | +46,663+424.1% | Added |
| Cardinal Capital Management | 57,552 | $5.35M | 0.69% | +78+0.1% | Added |
| Peapack Gladstone Financial Corp | 56,921 | $5.29M | 0.07% | +257+0.5% | Added |
| Concurrent Investment Advisors, LLC | 56,682 | $5.27M | 0.06% | +1,056+1.9% | Added |
| Deltec Asset Management LLC | 56,471 | $5.25M | 0.96% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 55,752 | $5.18M | 0.13% | −2,698−4.6% | Reduced |
| DRW Securities, LLC | 55,033 | $5.12M | 0.28% | −1,360−2.4% | Reduced |
| Dodge & Cox | 54,994 | $5.11M | 0.00% | −200−0.4% | Reduced |
| Stephens Inc | 54,835 | $5.10M | 0.06% | −3,255−5.6% | Reduced |
| Lockheed Martin Investment Management Co | 54,000 | $5.02M | 0.18% | −46,700−46.4% | Reduced |
| Aviso Financial Inc. | 53,995 | $5.02M | 0.18% | +5,532+11.4% | Added |
| Cary Street Partners Financial LLC | 53,654 | $4.98M | 0.12% | −19,176−26.3% | Reduced |
| Ausdal Financial Partners, Inc. | 52,867 | $4.92M | 0.22% | −7,365−12.2% | Reduced |
| XTX Topco Ltd | 52,539 | $4.89M | 0.08% | +52,539 | New |
| SPX Equities Gestao de Recursos Ltda | 52,300 | $4.86M | 0.41% | +52,300 | New |
| Chicago Trust Co NA | 51,444 | $4.78M | 0.76% | +2,850+5.9% | Added |
| Fort Sheridan Advisors LLC | 51,131 | $4.76M | 0.57% | −998−1.9% | Reduced |
| Farther Finance Advisors, LLC | 51,552 | $4.74M | 0.04% | +8,888+20.8% | Added |
| Beacon Pointe Advisors, LLC | 50,664 | $4.71M | 0.02% | +18,939+59.7% | Added |
| Intrepid Family Office LLC | 50,000 | $4.65M | 4.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 49,964 | $4.65M | 0.06% | −4,304−7.9% | Reduced |
| HF Advisory Group, LLC | 49,035 | $4.56M | 1.55% | +3,084+6.7% | Added |
| Hohimer Wealth Management, LLC | 48,479 | $4.51M | 0.55% | +48,479 | New |
| Oppenheimer & Co Inc | 48,256 | $4.49M | 0.05% | −2,586−5.1% | Reduced |
| Sequoia Financial Advisors, LLC | 48,251 | $4.49M | 0.03% | +1,796+3.9% | Added |
| HB Wealth Management, LLC | 48,106 | $4.47M | 0.03% | +981+2.1% | Added |
| Stolper Co | 34,169 | $4.40M | 1.45% | +2,725+8.7% | Added |
| Griffin Asset Management, Inc. | 47,120 | $4.38M | 0.49% | −9,922−17.4% | Reduced |
| Nomura Asset Management International Inc. | 46,870 | $4.36M | 0.01% | +625+1.4% | Added |
| Huntington National Bank | 46,562 | $4.33M | 0.02% | −1,595−3.3% | Reduced |
| JCIC Asset Management Inc. | 45,605 | $4.24M | 1.30% | +1,654+3.8% | Added |
| Rhumbline Advisers | 45,537 | $4.23M | 0.00% | +3,216+7.6% | Added |
| Brown Advisory Inc | 44,817 | $4.17M | 0.01% | −625−1.4% | Reduced |