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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gateway Wealth Partners, LLC | 10,720 | $831.2K | 0.05% | −4,114−27.7% | Reduced |
| Dynamic Advisor Solutions LLC | 10,725 | $831.6K | 0.02% | +330+3.2% | Added |
| Banco de Sabadell, S.A | 10,766 | $833.0K | 0.49% | −69−0.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 10,769 | $835.0K | 0.07% | +428+4.1% | Added |
| Basecamp Wealth Advisors LLC | 10,868 | $842.7K | 0.16% | −19−0.2% | Reduced |
| Mutual Advisors, LLC | 10,876 | $843.4K | 0.02% | −658−5.7% | Reduced |
| Joel Isaacson & Co., LLC | 10,893 | $844.7K | 0.02% | +20.0% | Added |
| Gratus Wealth Advisors, LLC | 10,920 | $846.7K | 0.11% | +95+0.9% | Added |
| Denali Advisors LLC | 10,935 | $847.9K | 0.09% | +182+1.7% | Added |
| Bridgewater Advisors Inc. | 9,344 | $851.0K | 0.05% | +256+2.8% | Added |
| Glen Eagle Advisors, LLC | 10,981 | $851.5K | 0.11% | −99−0.9% | Reduced |
| Bradley Foster & Sargent Inc | 11,021 | $854.6K | 0.01% | +500+4.8% | Added |
| Brighton Jones LLC | 11,040 | $856.1K | 0.02% | +893+8.8% | Added |
| John G Ullman & Associates Inc | 11,100 | $860.7K | 0.10% | 00.0% | Unchanged |
| HM Payson & Co | 11,158 | $865.2K | 0.01% | −822−6.9% | Reduced |
| Central Trust Co | 11,181 | $867.0K | 0.02% | −24−0.2% | Reduced |
| Ingalls & Snyder LLC | 11,197 | $868.0K | 0.02% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 11,246 | $872.0K | 0.03% | −90−0.8% | Reduced |
| Sierra Capital LLC | 11,327 | $878.3K | 0.08% | −14,689−56.5% | Reduced |
| Versant Capital Management, Inc | 11,336 | $879.0K | 0.08% | +283+2.6% | Added |
| Flputnam Investment Management Co | 11,349 | $880.0K | 0.01% | −412−3.5% | Reduced |
| Hudson Portfolio Management LLC | 11,372 | $881.8K | 0.67% | −100−0.9% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 11,399 | $883.9K | 0.00% | −185−1.6% | Reduced |
| Aptus Capital Advisors, LLC | 11,404 | $884.2K | 0.01% | −136−1.2% | Reduced |
| Meridian Wealth Management, LLC | 11,462 | $888.8K | 0.03% | +583+5.4% | Added |
| Cowa, LLC | 11,463 | $888.8K | 0.22% | −183−1.6% | Reduced |
| Kathmere Capital Management, LLC | 11,508 | $892.3K | 0.05% | +1,264+12.3% | Added |
| Schulhoff & Co Inc | 11,515 | $892.9K | 0.36% | −120−1.0% | Reduced |
| Fractal Investments LLC | 11,588 | $898.5K | 0.10% | 00.0% | Unchanged |
| Diversified Trust Co | 11,675 | $905.3K | 0.01% | −3,873−24.9% | Reduced |
| Flagship Harbor Advisors, LLC | 11,677 | $905.5K | 0.03% | +542+4.9% | Added |
| Guggenheim Capital LLC | 11,689 | $906.4K | 0.01% | +349+3.1% | Added |
| Dorsey & Whitney Trust CO LLC | 11,752 | $911.3K | 0.04% | −512−4.2% | Reduced |
| Summitry LLC | 11,807 | $915.5K | 0.03% | +115+1.0% | Added |
| Fidelis Capital Partners, LLC | 11,935 | $925.4K | 0.05% | −281−2.3% | Reduced |
| Main Street Financial Solutions, LLC | 11,937 | $925.6K | 0.06% | 00.0% | Unchanged |
| Fiera Capital Corp | 11,964 | $927.7K | 0.00% | +1,967+19.7% | Added |
| Pitcairn Wealth Advisors LLC | 12,035 | $933.2K | 0.10% | −166−1.4% | Reduced |
| PDS Planning, Inc | 12,101 | $938.3K | 0.05% | +392+3.3% | Added |
| West Family Investments, Inc. | 12,116 | $939.5K | 0.27% | +4,708+63.6% | Added |
| Intrua Financial, LLC | 12,196 | $945.7K | 0.09% | −1,068−8.1% | Reduced |
| Diversify Wealth Management, LLC | 11,015 | $951.4K | 0.02% | +682+6.6% | Added |
| Diversify Advisory Services, LLC | 11,015 | $951.4K | 0.02% | +11,015 | New |
| Intrust Bank NA | 12,352 | $957.8K | 0.07% | +130+1.1% | Added |
| One Wealth Advisors, LLC | 12,356 | $958.1K | 0.11% | −347−2.7% | Reduced |
| Aprio Wealth Management, LLC | 12,427 | $963.6K | 0.05% | −1,486−10.7% | Reduced |
| Sage Rhino Capital LLC | 12,482 | $967.9K | 0.16% | −173−1.4% | Reduced |
| Capital Investment Advisors, LLC | 12,614 | $978.1K | 0.01% | +276+2.2% | Added |
| Pin Oak Investment Advisors Inc | 12,688 | $984.0K | 0.70% | +29+0.2% | Added |
| Chesley Taft & Associates LLC | 12,768 | $990.0K | 0.04% | +460+3.7% | Added |
| Syon Capital LLC | 12,849 | $996.3K | 0.04% | +20+0.2% | Added |
| Profund Advisors LLC | 12,891 | $999.6K | 0.03% | −373−2.8% | Reduced |
| Family Management Corp | 12,912 | $1.00M | 0.11% | −28−0.2% | Reduced |
| Motco | 12,912 | $1.00M | 0.09% | +1,481+13.0% | Added |
| Ashton Thomas Private Wealth, LLC | 12,926 | $1.00M | 0.02% | −27,808−68.3% | Reduced |
| Cherokee Insurance Co | 12,939 | $1.00M | 0.39% | −12,500−49.1% | Reduced |
| Beck Mack & Oliver LLC | 12,947 | $1.00M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,958 | $1.00M | 0.00% | −149,045−92.0% | Reduced |
| Strait & Sound Wealth Management LLC | 12,992 | $1.01M | 0.35% | +524+4.2% | Added |
| Rodgers Brothers Inc. | 13,000 | $1.01M | 0.10% | −200−1.5% | Reduced |
| Alyeska Investment Group, L.P. | 13,049 | $1.01M | 0.00% | +13,049 | New |
| Traynor Capital Management, Inc. | 13,140 | $1.02M | 0.05% | −391−2.9% | Reduced |
| Howland Capital Management LLC | 13,149 | $1.02M | 0.04% | 00.0% | Unchanged |
| Net Worth Advisory Group | 13,173 | $1.02M | 0.26% | +1,411+12.0% | Added |
| Connective Portfolio Management, LLC | 13,195 | $1.02M | 1.70% | −17,000−56.3% | Reduced |
| London & Capital Asset Management Ltd | 13,261 | $1.03M | 0.01% | +1,945+17.2% | Added |
| Transcend Wealth Collective, LLC | 13,274 | $1.03M | 0.07% | +10.0% | Added |
| Caption Management, LLC | 13,300 | $1.03M | 0.04% | +100+0.8% | Added |
| Norden Group LLC | 13,324 | $1.03M | 0.08% | −148−1.1% | Reduced |
| Everstar Asset Management, LLC | 13,325 | $1.03M | 0.50% | +29+0.2% | Added |
| First Horizon Corp | 13,553 | $1.05M | 0.04% | +627+4.9% | Added |
| Crewe Advisors LLC | 13,577 | $1.05M | 0.08% | −548−3.9% | Reduced |
| Equitable Holdings, Inc. | 13,670 | $1.06M | 0.01% | −1,771−11.5% | Reduced |
| Lee Danner & Bass Inc | 13,703 | $1.06M | 0.06% | 00.0% | Unchanged |
| Hancock Whitney Corp | 13,790 | $1.07M | 0.02% | −919−6.2% | Reduced |
| IFP Advisors, Inc | 13,826 | $1.07M | 0.02% | −3,997−22.4% | Reduced |
| Independent Financial Group, LLC | 13,902 | $1.08M | 0.02% | −91−0.7% | Reduced |
| Wedbush Securities Inc | 13,938 | $1.08M | 0.03% | +1,025+7.9% | Added |
| Abel Hall, LLC | 14,148 | $1.10M | 0.19% | −4,814−25.4% | Reduced |
| Independence Bank of Kentucky | 14,185 | $1.10M | 0.12% | −121−0.8% | Reduced |
| Old National Bancorp | 14,280 | $1.11M | 0.02% | −53,257−78.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,337 | $1.11M | 0.06% | −147,480−91.1% | Reduced |
| Sowell Financial Services LLC | 14,395 | $1.12M | 0.04% | −1,155−7.4% | Reduced |
| GAMMA Investing LLC | 14,412 | $1.12M | 0.04% | +1,350+10.3% | Added |
| Louisbourg Investments Inc. | 14,490 | $1.12M | 0.21% | 00.0% | Unchanged |
| American Financial Group Inc | 14,500 | $1.12M | 0.40% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,501 | $1.12M | 0.01% | −1,092−7.0% | Reduced |
| Miller Global Investments, LLC | 14,591 | $1.13M | 0.94% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 14,681 | $1.14M | 0.05% | +70.0% | Added |
| IHT Wealth Management, LLC | 14,699 | $1.14M | 0.02% | +574+4.1% | Added |
| Vertrix Wealth Management, LLC | 14,768 | $1.15M | 0.39% | +117+0.8% | Added |
| MSH Capital Advisors LLC | 14,774 | $1.15M | 0.20% | +3,457+30.5% | Added |
| Lebenthal Global Advisors, LLC | 14,793 | $1.15M | 0.15% | +783+5.6% | Added |
| Apollon Wealth Management, LLC | 14,905 | $1.16M | 0.01% | +204+1.4% | Added |
| Texas Yale Capital Corp. | 14,923 | $1.16M | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 15,015 | $1.16M | 0.01% | +5,963+65.9% | Added |
| 71 West Capital Partners | 15,092 | $1.17M | 0.04% | +12,564+497.0% | Added |
| FORA Capital, LLC | 15,133 | $1.17M | 0.08% | +8,700+135.2% | Added |
| Cresset Asset Management, LLC | 15,184 | $1.18M | 0.00% | −1,638−9.7% | Reduced |
| Sagespring Wealth Partners, LLC | 15,188 | $1.18M | 0.02% | −1,138−7.0% | Reduced |