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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 44,274 | $4.12M | 0.02% | +2,447+5.9% | Added |
| Regions Financial Corp | 44,171 | $4.11M | 0.03% | −7,162−14.0% | Reduced |
| Glass Wealth Management Co LLC | 44,108 | $4.10M | 1.59% | −280−0.6% | Reduced |
| Advisory Services Network, LLC | 42,963 | $4.00M | 0.05% | +3,293+8.3% | Added |
| CAPROCK Group, Inc. | 42,479 | $3.95M | 0.10% | +551+1.3% | Added |
| Stamos Capital Partners, L.P. | 42,196 | $3.92M | 0.61% | −65,384−60.8% | Reduced |
| Vise Technologies, Inc. | 53,245 | $3.91M | 0.08% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 41,618 | $3.87M | 1.70% | −13,470−24.5% | Reduced |
| United Capital Financial Advisers, LLC | 41,349 | $3.85M | 0.02% | −538−1.3% | Reduced |
| DMKC Advisory Services, LLC | 41,008 | $3.81M | 1.59% | +2,021+5.2% | Added |
| Mitchell Capital Management Co | 40,875 | $3.80M | 0.70% | +2,442+6.4% | Added |
| Ashton Thomas Private Wealth, LLC | 40,734 | $3.79M | 0.09% | −24,469−37.5% | Reduced |
| Portside Wealth Group, LLC | 40,362 | $3.75M | 0.51% | +1,580+4.1% | Added |
| Marble Harbor Investment Counsel, LLC | 40,350 | $3.75M | 0.41% | +250+0.6% | Added |
| Integrated Wealth Concepts LLC | 39,956 | $3.72M | 0.03% | +7,494+23.1% | Added |
| Arkadios Wealth Advisors | 39,934 | $3.71M | 0.06% | −2,664−6.3% | Reduced |
| Clearstead Advisors, LLC | 39,680 | $3.69M | 0.03% | +16,675+72.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 39,353 | $3.66M | 0.10% | −2,395−5.7% | Reduced |
| Moors & Cabot, Inc. | 39,248 | $3.65M | 0.16% | −1,252−3.1% | Reduced |
| Columbia Asset Management | 38,900 | $3.62M | 0.69% | −990−2.5% | Reduced |
| Drexel Morgan & Co. | 38,544 | $3.58M | 0.53% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 38,488 | $3.58M | 0.09% | +24,972+184.8% | Added |
| Cullen/Frost Bankers, Inc. | 37,752 | $3.51M | 0.04% | −3,094−7.6% | Reduced |
| Nkcfo LLC | 37,525 | $3.49M | 1.03% | +37,525 | New |
| Atomi Financial Group, Inc. | 37,509 | $3.49M | 0.11% | −598−1.6% | Reduced |
| Scotia Capital Inc. | 36,905 | $3.43M | 0.01% | +7,929+27.4% | Added |
| Pettyjohn, Wood & White, Inc | 36,622 | $3.41M | 0.54% | +85+0.2% | Added |
| Private Advisor Group, LLC | 36,576 | $3.40M | 0.02% | −1,061−2.8% | Reduced |
| Assetmark, Inc | 36,453 | $3.39M | 0.01% | −49,866−57.8% | Reduced |
| Nelson Capital Management, LLC | 36,049 | $3.35M | 0.41% | +779+2.2% | Added |
| Limestone Investment Advisors LP | 36,000 | $3.35M | 1.65% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 35,898 | $3.34M | 0.02% | +2,952+9.0% | Added |
| Great Lakes Retirement, Inc. | 35,665 | $3.32M | 0.34% | −78−0.2% | Reduced |
| Westview Management dba Westview Investment Advisors | 35,503 | $3.30M | 1.72% | −2,543−6.7% | Reduced |
| Bank of Nova Scotia Trust Co | 35,385 | $3.29M | 0.28% | +35,385 | New |
| Quest Investment Management LLC | 35,315 | $3.28M | 0.38% | −807−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 35,267 | $3.25M | 0.01% | +7,883+28.8% | Added |
| Rathbone Brothers plc | 34,605 | $3.22M | 0.01% | +2,697+8.5% | Added |
| Aaron Wealth Advisors | 34,471 | $3.21M | 0.19% | +10,078+41.3% | Added |
| Bollard Group LLC | 34,272 | $3.19M | 0.10% | +3,028+9.7% | Added |
| apricus wealth, LLC | 34,028 | $3.16M | 1.54% | +418+1.2% | Added |
| Summit Global Investments | 33,475 | $3.11M | 0.18% | +27,398+450.8% | Added |
| Caldwell Trust Co | 33,360 | $3.10M | 0.28% | +1,979+6.3% | Added |
| P.A.W. Capital Corp | 33,650 | $3.10M | 2.48% | +33,650 | New |
| Baker Avenue Asset Management, LP | 33,078 | $3.08M | 0.07% | −20,639−38.4% | Reduced |
| Lincluden Management Ltd | 33,038 | $3.07M | 0.33% | −7,480−18.5% | Reduced |
| BBR Partners, LLC | 32,890 | $3.06M | 0.17% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 32,794 | $3.05M | 0.08% | +12,229+59.5% | Added |
| Perpetual Ltd | 32,726 | $3.04M | 0.05% | +8,031+32.5% | Added |
| Summit Trail Advisors, LLC | 32,659 | $3.04M | 0.04% | +20,938+178.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 32,627 | $3.03M | 0.14% | −1,225−3.6% | Reduced |
| Galilei Investment Office LLP | 63,920 | $3.02M | 1.57% | 00.0% | Unchanged |
| Independent Advisor Alliance | 32,220 | $3.00M | 0.03% | −995−3.0% | Reduced |
| South Dakota Investment Council | 32,167 | $2.99M | 0.06% | −73,326−69.5% | Reduced |
| Sterling Capital Management LLC | 32,126 | $2.99M | 0.06% | +13,366+71.2% | Added |
| Regatta Capital Group, LLC | 31,758 | $2.95M | 0.45% | +2,385+8.1% | Added |
| Mill Capital Management, LLC | 31,662 | $2.94M | 0.22% | −2,556−7.5% | Reduced |
| Kanawha Capital Management LLC | 31,240 | $2.91M | 0.20% | −363−1.1% | Reduced |
| Simmons Bank | 31,046 | $2.89M | 0.19% | +190+0.6% | Added |
| Perigon Wealth Management, LLC | 30,652 | $2.85M | 0.05% | +604+2.0% | Added |
| Segall Bryant & Hamill, LLC | 30,526 | $2.84M | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 30,348 | $2.82M | 0.08% | +189+0.6% | Added |
| Connective Portfolio Management, LLC | 30,195 | $2.81M | 7.60% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 29,903 | $2.78M | 0.05% | 00.0% | Unchanged |
| Advisors Management Group Inc | 29,750 | $2.77M | 0.50% | −7,194−19.5% | Reduced |
| American Capital Advisory, LLC | 29,571 | $2.75M | 1.11% | +10,326+53.7% | Added |
| Lester Murray Antman dba SimplyRich | 29,281 | $2.72M | 0.70% | −78−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 29,216 | $2.72M | 0.03% | +4,548+18.4% | Added |
| InvesTrust | 29,211 | $2.72M | 1.14% | −167−0.6% | Reduced |
| Advisors Asset Management, Inc. | 29,177 | $2.71M | 0.05% | −352−1.2% | Reduced |
| EP Wealth Advisors, LLC | 28,960 | $2.69M | 0.01% | −1,996−6.4% | Reduced |
| Dynasty Wealth Management, LLC | 28,334 | $2.64M | 0.02% | −1,270−4.3% | Reduced |
| Bank Ozk | 28,333 | $2.63M | 0.93% | +2,302+8.8% | Added |
| Burney Co | 28,302 | $2.63M | 0.08% | −1,749−5.8% | Reduced |
| Jefferies Financial Group Inc. | 28,055 | $2.61M | 0.03% | +28,055 | New |
| Bahl & Gaynor Inc | 28,050 | $2.61M | 0.01% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 27,809 | $2.59M | 1.62% | −304−1.1% | Reduced |
| Range Financial Group LLC | 27,712 | $2.58M | 0.86% | +20.0% | Added |
| Altrafin AG | 27,600 | $2.57M | 0.88% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 27,594 | $2.57M | 0.16% | −1,165−4.1% | Reduced |
| Allworth Financial LP | 27,218 | $2.53M | 0.01% | +1,530+6.0% | Added |
| Kestra Private Wealth Services, LLC | 27,081 | $2.52M | 0.03% | −8,028−22.9% | Reduced |
| Potomac Fund Management Inc | 26,868 | $2.50M | 0.09% | +612+2.3% | Added |
| Yousif Capital Management, LLC | 26,864 | $2.50M | 0.03% | −3,000−10.0% | Reduced |
| Great Valley Advisor Group, Inc. | 26,798 | $2.49M | 0.05% | +2,926+12.3% | Added |
| Bryn Mawr Trust Co | 26,786 | $2.49M | 0.06% | −531−1.9% | Reduced |
| Howard Capital Management Inc. | 26,671 | $2.48M | 0.04% | +620+2.4% | Added |
| Hartree Partners, LP | 26,500 | $2.46M | 0.53% | +5,500+26.2% | Added |
| Level Four Advisory Services, LLC | 26,317 | $2.45M | 0.08% | +341+1.3% | Added |
| Howe & Rusling Inc | 26,276 | $2.44M | 0.16% | +2,624+11.1% | Added |
| Cookson Peirce & Co Inc | 26,189 | $2.44M | 0.10% | +2,492+10.5% | Added |
| Insigneo Advisory Services, LLC | 26,126 | $2.43M | 0.17% | −355−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 26,082 | $2.43M | 0.03% | +3,244+14.2% | Added |
| Pensionmark Financial Group, LLC | 26,063 | $2.42M | 0.04% | +2,009+8.4% | Added |
| Waters Parkerson & Co., LLC | 26,056 | $2.42M | 0.12% | −175−0.7% | Reduced |
| Sierra Capital LLC | 26,016 | $2.42M | 0.26% | −3,272−11.2% | Reduced |
| Altman Advisors, Inc. | 25,900 | $2.41M | 1.00% | −548−2.1% | Reduced |
| PCM Encore, LLC | 25,870 | $2.41M | 0.49% | +1,547+6.4% | Added |
| Schonfeld Strategic Advisors LLC | 25,616 | $2.38M | 0.02% | −49,309−65.8% | Reduced |
| Evolve Private Wealth, LLC | 25,527 | $2.37M | 0.13% | +3,696+16.9% | Added |