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 |
|---|---|---|---|---|---|
| Cherokee Insurance Co | 25,439 | $2.37M | 0.90% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 25,436 | $2.37M | 0.20% | −940−3.6% | Reduced |
| Old Port Advisors | 25,127 | $2.34M | 0.54% | +2,449+10.8% | Added |
| King Luther Capital Management Corp | 24,919 | $2.32M | 0.01% | +8,497+51.7% | Added |
| Iams Wealth Management, LLC | 24,690 | $2.30M | 0.80% | −2,739−10.0% | Reduced |
| Reik & Co., LLC | 24,572 | $2.29M | 0.63% | −30−0.1% | Reduced |
| Phoenix Holdings Ltd. | 24,500 | $2.28M | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 24,491 | $2.28M | 0.01% | +3,910+19.0% | Added |
| Leo Wealth, LLC | 24,477 | $2.28M | 0.17% | +1,322+5.7% | Added |
| Octavia Wealth Advisors, LLC | 24,204 | $2.25M | 0.22% | −1,649−6.4% | Reduced |
| Cohen Capital Management, Inc. | 24,200 | $2.25M | 0.35% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 23,870 | $2.22M | 0.10% | −1,270−5.1% | Reduced |
| Merit Financial Group, LLC | 23,818 | $2.22M | 0.02% | +736+3.2% | Added |
| Avidian Wealth Solutions, LLC | 23,693 | $2.20M | 0.07% | +527+2.3% | Added |
| Adviser Investments LLC | 23,513 | $2.19M | 0.02% | −1,049−4.3% | Reduced |
| SeaCrest Wealth Management, LLC | 23,459 | $2.18M | 0.23% | −3,123−11.7% | Reduced |
| Solstein Capital, LLC | 23,456 | $2.18M | 0.90% | +4,385+23.0% | Added |
| Park National Corp | 23,386 | $2.17M | 0.07% | −14−0.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 23,305 | $2.17M | 0.04% | +2,446+11.7% | Added |
| Montag A & Associates Inc | 23,166 | $2.15M | 0.10% | −395−1.7% | Reduced |
| Principal Securities, Inc. | 23,153 | $2.15M | 0.03% | +11,126+92.5% | Added |
| Hilltop National Bank | 22,999 | $2.14M | 0.51% | +57+0.2% | Added |
| TCTC Holdings, LLC | 22,975 | $2.14M | 0.06% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 22,668 | $2.11M | 0.03% | +3,914+20.9% | Added |
| Game Creek Capital, LP | 22,500 | $2.09M | 0.80% | −500−2.2% | Reduced |
| Excalibur Management Corp | 22,352 | $2.08M | 0.75% | +121+0.5% | Added |
| Parrish Capital LLC | 22,184 | $2.06M | 1.84% | +631+2.9% | Added |
| RFG - Bristol Wealth Advisors, LLC | 22,158 | $2.06M | 0.56% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 22,103 | $2.06M | 0.53% | +22,103 | New |
| Smartleaf Asset Management LLC | 22,086 | $2.05M | 0.07% | +754+3.5% | Added |
| Empowered Funds, LLC | 22,011 | $2.05M | 0.01% | +22,011 | New |
| Benjamin Edwards Inc | 21,965 | $2.04M | 0.02% | +4,551+26.1% | Added |
| Prime Capital Investment Advisors, LLC | 21,862 | $2.03M | 0.02% | −382−1.7% | Reduced |
| Herold Advisors, Inc. | 21,822 | $2.03M | 0.45% | +70.0% | Added |
| Wellington Shields Capital Management, LLC | 21,658 | $2.01M | 0.30% | −917−4.1% | Reduced |
| Recurrent Investment Advisors LLC | 56,141 | $2.01M | 0.12% | +2,500+4.7% | Added |
| Garrett Wealth Advisory Group, LLC | 21,600 | $2.01M | 0.36% | −488−2.2% | Reduced |
| Highland Capital Management, LLC | 21,596 | $2.01M | 0.11% | −50−0.2% | Reduced |
| Gibbs Wealth Management | 21,411 | $1.99M | 0.26% | +12,812+149.0% | Added |
| Baker Ellis Asset Management LLC | 21,393 | $1.99M | 0.24% | −900−4.0% | Reduced |
| Mission Wealth Management, LP | 21,389 | $1.99M | 0.04% | −332−1.5% | Reduced |
| Wealthspire Advisors, LLC | 21,334 | $1.98M | 0.02% | −733−3.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 21,216 | $1.97M | 0.32% | +35+0.2% | Added |
| Harbour Investments, Inc. | 21,210 | $1.97M | 0.03% | +14,093+198.0% | Added |
| Sentinel Trust Co Lba | 21,037 | $1.96M | 0.19% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 20,977 | $1.95M | 0.10% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 20,959 | $1.95M | 0.13% | −1,144−5.2% | Reduced |
| Red Spruce Capital, LLC | 20,815 | $1.94M | 0.79% | +129+0.6% | Added |
| Victrix Investment Advisors | 20,671 | $1.92M | 0.70% | +790+4.0% | Added |
| Parallel Advisors, LLC | 20,581 | $1.91M | 0.03% | +4,926+31.5% | Added |
| Brooks, Moore & Associates, Inc. | 20,545 | $1.91M | 0.96% | −2,325−10.2% | Reduced |
| PFG Investments, LLC | 20,452 | $1.90M | 0.09% | −766−3.6% | Reduced |
| BTC Capital Management, Inc. | 20,368 | $1.89M | 0.13% | −2,063−9.2% | Reduced |
| Frank, Rimerman Advisors LLC | 20,210 | $1.88M | 0.12% | +314+1.6% | Added |
| Foster & Motley Inc | 20,207 | $1.88M | 0.10% | −1,707−7.8% | Reduced |
| Barry Investment Advisors, LLC | 19,839 | $1.85M | 0.41% | −34−0.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 20,870 | $1.85M | 0.08% | −13,849−39.9% | Reduced |
| Graham Capital Management, L.P. | 19,860 | $1.85M | 0.06% | +19,860 | New |
| Retirement Planning Group | 19,804 | $1.84M | 0.06% | +19,804 | New |
| Savvy Advisors, Inc. | 19,743 | $1.84M | 0.05% | +583+3.0% | Added |
| Resolute Capital, LLC | 19,647 | $1.83M | 0.74% | +2,329+13.4% | Added |
| Verdence Capital Advisors LLC | 19,635 | $1.83M | 0.11% | +9,773+99.1% | Added |
| Israel Discount Bank of New York | 19,409 | $1.81M | 3.96% | −15−0.1% | Reduced |
| denkapparat Operations GmbH | 19,038 | $1.77M | 0.73% | +19,038 | New |
| Abel Hall, LLC | 18,962 | $1.76M | 0.38% | −2,817−12.9% | Reduced |
| Summit Financial, LLC | 18,949 | $1.76M | 0.02% | +437+2.4% | Added |
| Manske Wealth Management | 18,905 | $1.76M | 0.49% | −107−0.6% | Reduced |
| Coastal Bridge Advisors, LLC | 18,826 | $1.75M | 0.12% | +868+4.8% | Added |
| Moody National Bank Trust Division | 18,804 | $1.75M | 0.17% | +1,750+10.3% | Added |
| Integrated Investment Consultants, LLC | 18,794 | $1.75M | 0.37% | −775−4.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 18,689 | $1.74M | 0.41% | −720−3.7% | Reduced |
| Guardian Partners Inc. | 18,601 | $1.73M | 0.14% | −53−0.3% | Reduced |
| Leavell Investment Management, Inc. | 18,569 | $1.73M | 0.07% | 00.0% | Unchanged |
| Unified Investment Management | 18,552 | $1.73M | 1.78% | −251−1.3% | Reduced |
| Continental Advisors LLC | 18,520 | $1.72M | 1.07% | −18,000−49.3% | Reduced |
| Sivia Capital Partners, LLC | 18,306 | $1.70M | 0.33% | +8,580+88.2% | Added |
| Harbour Investment Management LLC | 18,228 | $1.70M | 0.92% | −1,625−8.2% | Reduced |
| U S Global Investors Inc | 18,000 | $1.67M | 0.20% | +7,000+63.6% | Added |
| WealthTrust Axiom LLC | 17,972 | $1.67M | 0.41% | +202+1.1% | Added |
| Miracle Mile Advisors, LLC | 17,925 | $1.67M | 0.02% | −2,172−10.8% | Reduced |
| XY Capital Ltd | 17,922 | $1.67M | 1.83% | +17,922 | New |
| Greenleaf Trust | 17,830 | $1.66M | 0.02% | +220+1.2% | Added |
| IFP Advisors, Inc | 17,823 | $1.66M | 0.03% | +3,914+28.1% | Added |
| Johnson Investment Counsel Inc | 17,769 | $1.65M | 0.01% | −2,156−10.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 17,753 | $1.65M | 0.11% | −24,337−57.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 17,665 | $1.64M | 0.02% | +17,665 | New |
| Strategic Global Advisors, LLC | 17,642 | $1.64M | 0.26% | +916+5.5% | Added |
| Mather Group, LLC. | 17,624 | $1.64M | 0.02% | −169−0.9% | Reduced |
| Shufro Rose & Co LLC | 17,550 | $1.63M | 0.11% | 00.0% | Unchanged |
| Next Level Private LLC | 17,491 | $1.63M | 0.37% | +486+2.9% | Added |
| Midwest Trust Co | 17,453 | $1.62M | 0.02% | −1,539−8.1% | Reduced |
| Bessemer Group Inc | 17,412 | $1.62M | 0.00% | +4,208+31.9% | Added |
| Cullen Investment Group, Ltd. | 17,353 | $1.61M | 0.21% | −241−1.4% | Reduced |
| Evelyn Partners Investment Management LLP | 17,297 | $1.61M | 0.04% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 17,287 | $1.60M | 0.06% | +17,287 | New |
| Earnest Partners LLC | 17,076 | $1.59M | 0.01% | −7,615−30.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,870 | $1.57M | 0.04% | +686+4.2% | Added |
| Poehling Capital Management, LLC | 16,860 | $1.57M | 0.33% | −241−1.4% | Reduced |
| Cresset Asset Management, LLC | 16,822 | $1.56M | 0.01% | +3,455+25.8% | Added |
| Hilltop Holdings Inc. | 16,803 | $1.56M | 0.14% | −5,176−23.5% | Reduced |