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Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in Shell plc as of Jun 30, 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
1,531
−42 vs. Q1 2026
Shares held
371.1M
+638.2K (+0.2%) vs. Q1 2026
Total value
$28.8B
−$5.64B (−16.4%) vs. Q1 2026
New holders
112
563 more added
Sold out
154
542 more reduced

23 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 1,531 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ2 2026: $28.8B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$149.9K

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q1 2026.

Institutions holding SHEL in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Loomis Sayles & Co L P1$690.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC1$780.00%00.0%Unchanged
Copia Wealth Management2$1550.00%+2New
Financial Gravity Companies, Inc.3$2330.00%+3New
Hughes Financial Services, LLC9$6980.00%00.0%Unchanged
Godfrey Financial Associates, Inc.9$6980.00%00.0%Unchanged
Central Pacific Bank - Trust Division10$7750.00%+10New
Rakuten Securities, Inc.11$8530.00%−1,460−99.3%Reduced
CKW Financial Group12$1.00K0.00%+12New
Caitlin John, LLC13$1.01K0.00%00.0%Unchanged
Cordant, Inc.14$1.08K0.00%+14New
Atwood & Palmer Inc15$1.16K0.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.15$1.16K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC16$1.28K0.00%+16New
Bernard Wealth Management Corp.19$1.47K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.24$1.90K0.00%−20−45.5%Reduced
Quest 10 Wealth Builders, Inc.25$1.94K0.00%00.0%Unchanged
Ogorek Anthony Joseph36$2.00K0.00%00.0%Unchanged
Mosley Wealth Management26$2.02K0.00%+26New
FWL Investment Management, LLC27$2.09K0.00%+27New
Beaird Harris Wealth Management, LLC28$2.14K0.00%00.0%Unchanged
Horrell Capital Management, Inc.32$2.48K0.00%00.0%Unchanged
Sunrise Financial Services, LLC33$2.56K0.00%−3−8.3%Reduced
West Paces Advisors Inc.35$2.71K0.00%+35New
Highland Investment Advisors LLC38$2.98K0.00%+38New
Trifecta Capital Advisors, LLC44$3.41K0.00%+44New
Olistico Wealth, LLC45$3.47K0.00%00.0%Unchanged
Tounjian Advisory Partners, LLC47$3.63K0.00%+47New
Peterson Wealth Services47$3.64K0.00%+47New
Brooklyn FI, LLC43$3.77K0.00%+43New
McGuire Capital Advisors Inc49$3.80K0.00%00.0%Unchanged
Darwin Advisors, LLC49$3.81K0.00%+2+4.3%Added
DiNuzzo Private Wealth, Inc.50$3.88K0.00%00.0%Unchanged
Pacifica Partners Inc.50$3.90K0.00%00.0%Unchanged
Covestor Ltd50$4.00K0.00%−8−13.8%Reduced
Mascoma Wealth Management LLC54$4.19K0.00%00.0%Unchanged
Park Square Financial Group, LLC59$4.58K0.04%+1+1.7%Added
Kingdom Financial Group LLC.62$4.79K0.00%−102−62.2%Reduced
Gunpowder Capital Management, LLC dba Oliver Wealth Management62$4.82K0.00%+1+1.6%Added
Bell Investment Advisors, Inc64$4.96K0.00%−9−12.3%Reduced
Byrne Asset Management LLC64$4.96K0.00%00.0%Unchanged
Piscataqua Savings Bank66$5.12K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.66$5.12K0.00%00.0%Unchanged
Burk Holdings LLC69$5.35K0.00%00.0%Unchanged
United Financial Planning Group LLC70$5.43K0.00%+70New
JDM Financial Group LLC72$5.58K0.00%00.0%Unchanged
HighMark Wealth Management LLC74$5.76K0.00%−9−10.8%Reduced
Benson Wealth Management INC80$6.20K0.01%00.0%Unchanged
Main Street Group, LTD83$6.44K0.00%00.0%Unchanged
Syntax Research, Inc.83$6.44K0.00%00.0%Unchanged
Gleason Group, Inc.83$6.44K0.00%+83New
Valued Wealth Advisors LLC89$6.90K0.00%00.0%Unchanged
Wellington-Altus USA Inc.78$7.25K0.01%00.0%Unchanged
Breakwater Investment Management96$7.44K0.00%00.0%Unchanged
Kerr Financial Planning Corp98$7.57K0.01%00.0%Unchanged
Aventura Private Wealth, LLC99$7.68K0.00%+25+33.8%Added
Godsey & Gibb Associates100$7.75K0.00%00.0%Unchanged
Costello Asset Management, INC100$7.75K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC100$7.75K0.00%+100New
LifeSteps Financial, Inc.100$7.75K0.00%+100New
Gen-Wealth Partners Inc108$8.37K0.00%00.0%Unchanged
Horizon Financial Services, LLC109$8.45K0.00%+109New
MB, Levis & Associates, LLC111$8.64K0.00%+1+0.9%Added
DHJJ Financial Advisors, Ltd.114$8.84K0.00%00.0%Unchanged
MV Capital Management, Inc.122$9.46K0.00%−2−1.6%Reduced
YANKCOM Partnership122$9.46K0.00%00.0%Unchanged
Boreal Capital Management LLC125$9.69K0.01%00.0%Unchanged
Corsicana & Co.128$9.93K0.00%00.0%Unchanged
CX Institutional131$10.0K0.00%+70+114.8%Added
GoalVest Advisory LLC129$10.0K0.00%00.0%Unchanged
Clark Wealth Partners129$10.0K0.01%+1+0.8%Added
Pinney & Scofield, Inc.130$10.1K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich134$10.4K0.00%+134New
Strengthening Families & Communities, LLC135$10.5K0.00%+2+1.5%Added
NBH Bank136$10.5K0.00%+136New
Westfuller Advisors, LLC136$10.6K0.00%+1+0.7%Added
Plante Moran Financial Advisors, LLC138$10.7K0.00%−87−38.7%Reduced
CoreFirst Bank & Trust139$10.8K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC139$10.8K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.142$11.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC146$11.3K0.00%+30+25.9%Added
Monetary Solutions, Ltd147$11.4K0.01%+24+19.5%Added
Essential Partners LLC148$11.5K0.01%00.0%Unchanged
Lavaca Capital LLC154$11.9K0.00%00.0%Unchanged
Markowski Investments161$12.5K0.00%+161New
Marshall Investment Management, LLC161$12.5K0.01%+35+27.8%Added
Creative Financial Designs Inc164$12.7K0.00%−101−38.1%Reduced
Investment Research & Advisory Group, Inc.165$12.8K0.00%00.0%Unchanged
High Note Wealth, LLC166$12.9K0.00%00.0%Unchanged
Whipplewood Advisors, LLC190$14.7K0.01%−1,784−90.4%Reduced
RMG Wealth Management LLC164$14.8K0.00%00.0%Unchanged
Arlington Trust Co LLC191$14.8K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC191$14.8K0.00%+29+17.9%Added
Bare Financial Services, Inc193$15.0K0.00%+91+89.2%Added
Prestige Wealth Management Group LLC200$15.5K0.00%00.0%Unchanged
Kentucky Trust Co200$15.5K0.01%00.0%Unchanged
Commonwealth Retirement Investments LLC200$15.5K0.00%+200New
Maseco LLP204$15.8K0.00%+41+25.2%Added
Principia Wealth Advisory, LLC205$15.9K0.01%+12+6.2%Added
Truvestments Capital LLC207$16.1K0.00%−80−27.9%Reduced