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 |
|---|---|---|---|---|---|
| Trust Point Inc. | 16,793 | $1.56M | 0.14% | +2,418+16.8% | Added |
| Valeo Financial Advisors, LLC | 16,694 | $1.55M | 0.04% | −5,453−24.6% | Reduced |
| TCG Advisory Services, LLC | 16,687 | $1.55M | 0.04% | +2,307+16.0% | Added |
| PCB Capital LLC | 16,663 | $1.55M | 2.44% | −107−0.6% | Reduced |
| F/M Investments LLC | 16,568 | $1.54M | 0.10% | −15,001−47.5% | Reduced |
| Integrated Advisors Network LLC | 16,538 | $1.54M | 0.08% | +6,329+62.0% | Added |
| LSV Asset Management | 16,500 | $1.53M | 0.00% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 16,435 | $1.53M | 0.02% | +16,435 | New |
| Sagespring Wealth Partners, LLC | 16,326 | $1.52M | 0.03% | +79+0.5% | Added |
| Qtron Investments LLC | 16,227 | $1.51M | 0.20% | +9+0.1% | Added |
| Glenview Trust Co | 16,194 | $1.51M | 0.02% | −487−2.9% | Reduced |
| AlphaCore Capital LLC | 16,190 | $1.51M | 0.04% | −2,614−13.9% | Reduced |
| Auxier Asset Management | 16,188 | $1.51M | 0.22% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 16,170 | $1.50M | 0.03% | +150+0.9% | Added |
| Centiva Capital, LP | 16,169 | $1.50M | 0.07% | +16,169 | New |
| Madison Asset Management, LLC | 16,114 | $1.50M | 0.02% | +1,185+7.9% | Added |
| May Hill Capital, LLC | 16,089 | $1.50M | 0.38% | +2,299+16.7% | Added |
| Coldstream Capital Management Inc | 15,959 | $1.48M | 0.02% | −40−0.3% | Reduced |
| Marietta Investment Partners LLC | 15,924 | $1.48M | 0.30% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16,059 | $1.48M | 0.01% | +142+0.9% | Added |
| CSS LLC | 15,920 | $1.48M | 0.08% | +1,188+8.1% | Added |
| Chicago Capital, LLC | 15,901 | $1.48M | 0.04% | −3,184−16.7% | Reduced |
| Aso Group Ltd | 15,890 | $1.48M | 0.62% | 00.0% | Unchanged |
| AE Wealth Management LLC | 15,593 | $1.45M | 0.01% | +380+2.5% | Added |
| Sowell Financial Services LLC | 15,550 | $1.45M | 0.05% | +513+3.4% | Added |
| Diversified Trust Co | 15,548 | $1.45M | 0.03% | +5,410+53.4% | Added |
| Absher Wealth Management, LLC | 15,536 | $1.44M | 0.17% | −10,748−40.9% | Reduced |
| HBK Sorce Advisory LLC | 16,971 | $1.43M | 0.03% | +317+1.9% | Added |
| Chilton Capital Management LLC | 15,176 | $1.41M | 0.05% | −2,337−13.3% | Reduced |
| Ballentine Partners, LLC | 15,024 | $1.40M | 0.02% | +1,662+12.4% | Added |
| Texas Yale Capital Corp. | 14,923 | $1.39M | 0.04% | −200−1.3% | Reduced |
| Gateway Wealth Partners, LLC | 14,834 | $1.38M | 0.05% | +10,283+226.0% | Added |
| Sweeney & Michel, LLC | 14,884 | $1.38M | 0.41% | −188−1.2% | Reduced |
| Apollon Wealth Management, LLC | 14,701 | $1.37M | 0.02% | +1,213+9.0% | Added |
| Great Diamond Partners, LLC | 14,683 | $1.37M | 0.26% | +745+5.3% | Added |
| Cyndeo Wealth Partners, LLC | 14,674 | $1.36M | 0.07% | +57+0.4% | Added |
| Vertrix Wealth Management, LLC | 14,651 | $1.36M | 0.50% | +14,651 | New |
| GFS Advisors, LLC | 25,000 | $1.36M | 0.10% | −6,692−21.1% | Reduced |
| Miller Global Investments, LLC | 14,591 | $1.36M | 1.24% | −297−2.0% | Reduced |
| American Financial Group Inc | 14,500 | $1.35M | 0.50% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 14,490 | $1.35M | 0.25% | −400−2.7% | Reduced |
| Hancock Whitney Corp | 14,709 | $1.34M | 0.02% | +2,775+23.3% | Added |
| Independence Bank of Kentucky | 14,306 | $1.33M | 0.17% | −175−1.2% | Reduced |
| Evoke Wealth, LLC | 14,161 | $1.32M | 0.02% | +786+5.9% | Added |
| Toronto Dominion Bank | 14,122 | $1.31M | 0.00% | +729+5.4% | Added |
| Crewe Advisors LLC | 14,125 | $1.31M | 0.11% | −21−0.1% | Reduced |
| IHT Wealth Management, LLC | 14,125 | $1.31M | 0.03% | +495+3.6% | Added |
| Lebenthal Global Advisors, LLC | 14,010 | $1.30M | 0.19% | +976+7.5% | Added |
| Independent Financial Group, LLC | 13,993 | $1.30M | 0.03% | +419+3.1% | Added |
| Sunbelt Securities, Inc. | 13,945 | $1.30M | 0.08% | −856−5.8% | Reduced |
| Aprio Wealth Management, LLC | 13,913 | $1.29M | 0.07% | +5,182+59.4% | Added |
| Emerald Investment Advisers, LLC | 13,911 | $1.29M | 0.12% | +13,911 | New |
| Lee Danner & Bass Inc | 13,703 | $1.27M | 0.08% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 13,531 | $1.25M | 0.07% | +35+0.3% | Added |
| Norden Group LLC | 13,472 | $1.25M | 0.12% | −295−2.1% | Reduced |
| Everstar Asset Management, LLC | 13,296 | $1.24M | 0.66% | +461+3.6% | Added |
| Transcend Wealth Collective, LLC | 13,273 | $1.23M | 0.10% | +125+1.0% | Added |
| Intrua Financial, LLC | 13,264 | $1.23M | 0.13% | −876−6.2% | Reduced |
| Profund Advisors LLC | 13,264 | $1.23M | 0.05% | −2,064−13.5% | Reduced |
| EPG Wealth Management LLC | 13,239 | $1.23M | 0.33% | +280+2.2% | Added |
| Rodgers Brothers Inc. | 13,200 | $1.23M | 0.14% | −175−1.3% | Reduced |
| Caption Management, LLC | 13,200 | $1.23M | 0.06% | +13,200 | New |
| Howland Capital Management LLC | 13,149 | $1.22M | 0.05% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 13,109 | $1.22M | 0.02% | −1,491−10.2% | Reduced |
| GAMMA Investing LLC | 13,062 | $1.21M | 0.06% | +2,480+23.4% | Added |
| Ethic Inc. | 13,004 | $1.21M | 0.02% | +995+8.3% | Added |
| Beck Mack & Oliver LLC | 12,947 | $1.20M | 0.02% | 00.0% | Unchanged |
| Family Management Corp | 12,940 | $1.20M | 0.14% | −57,561−81.6% | Reduced |
| First Horizon Corp | 12,926 | $1.20M | 0.05% | −155−1.2% | Reduced |
| Wedbush Securities Inc | 12,913 | $1.20M | 0.04% | −1,745−11.9% | Reduced |
| Equitable Holdings, Inc. | 15,441 | $1.20M | 0.01% | +4,174+37.0% | Added |
| Syon Capital LLC | 12,829 | $1.19M | 0.06% | +1,230+10.6% | Added |
| One Wealth Advisors, LLC | 12,703 | $1.18M | 0.15% | +223+1.8% | Added |
| ClearAlpha Technologies LP | 12,664 | $1.18M | 2.42% | +12,664 | New |
| Pin Oak Investment Advisors Inc | 12,659 | $1.18M | 0.83% | −185−1.4% | Reduced |
| Sage Rhino Capital LLC | 12,655 | $1.18M | 0.22% | −149−1.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 12,636 | $1.18M | 0.02% | +2,762+28.0% | Added |
| Strait & Sound Wealth Management LLC | 12,468 | $1.16M | 0.44% | +179+1.5% | Added |
| HSBC Holdings PLC | 12,434 | $1.16M | 0.00% | −4,224−25.4% | Reduced |
| M Holdings Securities, Inc. | 13,091 | $1.15M | 0.08% | +355+2.8% | Added |
| Capital Investment Advisors, LLC | 12,338 | $1.15M | 0.02% | +535+4.5% | Added |
| GM Advisory Group, Inc. | 12,331 | $1.15M | 0.04% | +12,331 | New |
| Hayek Kallen Investment Management | 12,323 | $1.15M | 0.37% | +12,323 | New |
| Chesley Taft & Associates LLC | 12,308 | $1.14M | 0.05% | −500−3.9% | Reduced |
| TD Private Client Wealth LLC | 12,287 | $1.14M | 0.02% | −25,954−67.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,264 | $1.14M | 0.06% | +103+0.8% | Added |
| Intrust Bank NA | 12,222 | $1.14M | 0.09% | +858+7.6% | Added |
| Fidelis Capital Partners, LLC | 12,216 | $1.14M | 0.08% | −849−6.5% | Reduced |
| Wealthcare Advisory Partners LLC | 12,098 | $1.13M | 0.02% | −463−3.7% | Reduced |
| Leuthold Group, LLC | 11,991 | $1.12M | 0.12% | +11,991 | New |
| HM Payson & Co | 11,980 | $1.11M | 0.02% | −1,806−13.1% | Reduced |
| Main Street Financial Solutions, LLC | 11,937 | $1.11M | 0.08% | −800−6.3% | Reduced |
| Avantra Family Wealth, Inc. | 11,868 | $1.10M | 0.82% | −3,305−21.8% | Reduced |
| Net Worth Advisory Group | 11,762 | $1.09M | 0.23% | −265−2.2% | Reduced |
| Flputnam Investment Management Co | 11,761 | $1.09M | 0.02% | +601+5.4% | Added |
| Gallacher Capital Management LLC | 11,718 | $1.09M | 0.42% | +846+7.8% | Added |
| PDS Planning, Inc | 11,709 | $1.09M | 0.07% | +8+0.1% | Added |
| Summitry LLC | 11,692 | $1.09M | 0.04% | +184+1.6% | Added |
| Cowa, LLC | 11,646 | $1.08M | 0.29% | −541−4.4% | Reduced |
| Schulhoff & Co Inc | 11,635 | $1.08M | 0.45% | +13+0.1% | Added |