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 |
|---|---|---|---|---|---|
| RFG - Bristol Wealth Advisors, LLC | 22,158 | $1.72M | 0.42% | 00.0% | Unchanged |
| Victrix Investment Advisors | 22,186 | $1.72M | 0.72% | +1,515+7.3% | Added |
| PFG Investments, LLC | 22,196 | $1.72M | 0.07% | +1,744+8.5% | Added |
| Wealthspire Advisors, LLC | 22,259 | $1.73M | 0.01% | +925+4.3% | Added |
| Resolute Capital, LLC | 22,384 | $1.74M | 0.60% | +2,737+13.9% | Added |
| Excalibur Management Corp | 22,474 | $1.74M | 0.57% | +122+0.5% | Added |
| Montag A & Associates Inc | 22,563 | $1.75M | 0.07% | −603−2.6% | Reduced |
| Hilltop National Bank | 22,662 | $1.76M | 0.38% | −337−1.5% | Reduced |
| HSBC Holdings PLC | 22,671 | $1.76M | 0.00% | +10,237+82.3% | Added |
| Brooks, Moore & Associates, Inc. | 22,695 | $1.76M | 0.79% | +2,150+10.5% | Added |
| Global Retirement Partners, LLC | 23,297 | $1.81M | 0.03% | +23,297 | New |
| Solstein Capital, LLC | 23,396 | $1.81M | 0.62% | −60−0.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 23,444 | $1.82M | 0.03% | +139+0.6% | Added |
| TCTC Holdings, LLC | 23,456 | $1.82M | 0.05% | +481+2.1% | Added |
| Park National Corp | 23,550 | $1.83M | 0.05% | +164+0.7% | Added |
| Iams Wealth Management, LLC | 23,745 | $1.84M | 0.55% | −945−3.8% | Reduced |
| Adviser Investments LLC | 23,761 | $1.84M | 0.02% | +248+1.1% | Added |
| Caitong International Asset Management Co., Ltd | 23,786 | $1.84M | 0.25% | +22,785+2,276.2% | Added |
| Farringdon Capital, Ltd. | 23,788 | $1.84M | 0.91% | −36,295−60.4% | Reduced |
| Benjamin Edwards Inc | 23,859 | $1.85M | 0.02% | +1,894+8.6% | Added |
| King Luther Capital Management Corp | 23,869 | $1.85M | 0.01% | −1,050−4.2% | Reduced |
| Kestra Private Wealth Services, LLC | 24,188 | $1.88M | 0.02% | −2,893−10.7% | Reduced |
| Cohen Capital Management, Inc. | 24,200 | $1.88M | 0.26% | 00.0% | Unchanged |
| Reik & Co., LLC | 24,307 | $1.88M | 0.49% | −265−1.1% | Reduced |
| Phoenix Holdings Ltd. | 24,500 | $1.89M | 0.01% | 00.0% | Unchanged |
| Hartree Partners, LP | 25,000 | $1.94M | 0.42% | −1,500−5.7% | Reduced |
| Altrafin AG | 25,200 | $1.95M | 0.77% | −2,400−8.7% | Reduced |
| Prosperity Consulting Group, LLC | 25,286 | $1.96M | 0.07% | +1,416+5.9% | Added |
| ARS Wealth Advisors Group, LLC | 25,290 | $1.96M | 0.15% | −146−0.6% | Reduced |
| PCM Encore, LLC | 25,294 | $1.96M | 0.34% | −576−2.2% | Reduced |
| Allworth Financial LP | 25,356 | $1.97M | 0.01% | −1,862−6.8% | Reduced |
| Altman Advisors, Inc. | 25,422 | $1.97M | 0.71% | −478−1.8% | Reduced |
| Ronald Blue Trust, Inc. | 25,533 | $1.98M | 0.02% | −549−2.1% | Reduced |
| Old Port Advisors | 25,722 | $1.99M | 0.39% | +595+2.4% | Added |
| Waters Parkerson & Co., LLC | 25,906 | $2.01M | 0.10% | −150−0.6% | Reduced |
| Level Four Advisory Services, LLC | 25,906 | $2.01M | 0.06% | −411−1.6% | Reduced |
| Bryn Mawr Trust Co | 26,135 | $2.03M | 0.05% | −651−2.4% | Reduced |
| Dynasty Wealth Management, LLC | 26,458 | $2.05M | 0.02% | −1,876−6.6% | Reduced |
| Emerald Investment Advisers, LLC | 26,510 | $2.06M | 0.14% | +12,599+90.6% | Added |
| Potomac Fund Management Inc | 26,621 | $2.06M | 0.05% | −247−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 26,675 | $2.07M | 0.03% | +4,007+17.7% | Added |
| Howe & Rusling Inc | 26,694 | $2.07M | 0.12% | +418+1.6% | Added |
| South Dakota Investment Council | 26,936 | $2.09M | 0.04% | −5,231−16.3% | Reduced |
| Stratos Wealth Partners, LTD. | 27,021 | $2.10M | 0.02% | −2,195−7.5% | Reduced |
| Advisors Asset Management, Inc. | 27,144 | $2.10M | 0.03% | −2,033−7.0% | Reduced |
| Cookson Peirce & Co Inc | 27,487 | $2.13M | 0.07% | +1,298+5.0% | Added |
| Burney Co | 27,526 | $2.13M | 0.06% | −776−2.7% | Reduced |
| Trustmark National Bank Trust Department | 27,644 | $2.14M | 0.13% | +50+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 27,740 | $2.15M | 0.09% | −4,887−15.0% | Reduced |
| Baker Avenue Asset Management, LP | 27,755 | $2.15M | 0.04% | −5,323−16.1% | Reduced |
| InvesTrust | 27,978 | $2.17M | 0.83% | −1,233−4.2% | Reduced |
| Bahl & Gaynor Inc | 28,050 | $2.17M | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 28,145 | $2.18M | 0.01% | +4,327+18.2% | Added |
| Range Financial Group LLC | 28,163 | $2.18M | 0.60% | +451+1.6% | Added |
| Cornerstone Select Advisors, LLC | 28,955 | $2.25M | 0.94% | +1,146+4.1% | Added |
| Lester Murray Antman dba SimplyRich | 29,281 | $2.27M | 0.53% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 29,356 | $2.28M | 0.04% | +2,558+9.5% | Added |
| Advisors Management Group Inc | 29,372 | $2.28M | 0.38% | −378−1.3% | Reduced |
| J.W. Cole Advisors, Inc. | 29,390 | $2.28M | 0.04% | +29,390 | New |
| American Capital Advisory, LLC | 29,527 | $2.29M | 0.84% | −44−0.1% | Reduced |
| Kanawha Capital Management LLC | 29,636 | $2.30M | 0.15% | −1,604−5.1% | Reduced |
| Spears Abacus Advisors LLC | 29,903 | $2.32M | 0.04% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 25,364 | $2.34M | 0.04% | −699−2.7% | Reduced |
| Segall Bryant & Hamill, LLC | 30,526 | $2.37M | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 30,653 | $2.38M | 0.04% | −1,473−4.6% | Reduced |
| Mission Wealth Management, LP | 30,691 | $2.38M | 0.03% | +9,302+43.5% | Added |
| Snowden Capital Advisors LLC | 30,698 | $2.38M | 0.06% | +350+1.2% | Added |
| Perpetual Ltd | 30,754 | $2.38M | 0.03% | −1,972−6.0% | Reduced |
| Perigon Wealth Management, LLC | 30,855 | $2.39M | 0.04% | +203+0.7% | Added |
| Mitchell Capital Management Co | 31,031 | $2.41M | 0.37% | −9,844−24.1% | Reduced |
| Assetmark, Inc | 31,078 | $2.41M | 0.00% | −5,375−14.7% | Reduced |
| Principal Securities, Inc. | 31,135 | $2.41M | 0.03% | +7,982+34.5% | Added |
| Simmons Bank | 31,149 | $2.42M | 0.14% | +103+0.3% | Added |
| Mill Capital Management, LLC | 31,662 | $2.46M | 0.16% | 00.0% | Unchanged |
| Bank Ozk | 31,749 | $2.46M | 0.73% | +3,416+12.1% | Added |
| Stolper Co | 31,962 | $2.48M | 0.64% | −2,207−6.5% | Reduced |
| Galilei Investment Office LLP | 63,920 | $2.49M | 1.14% | 00.0% | Unchanged |
| Quest Investment Management LLC | 32,114 | $2.49M | 0.29% | −3,201−9.1% | Reduced |
| EP Wealth Advisors, LLC | 32,522 | $2.52M | 0.01% | +3,562+12.3% | Added |
| Independent Advisor Alliance | 32,536 | $2.52M | 0.06% | +316+1.0% | Added |
| Regatta Capital Group, LLC | 32,578 | $2.53M | 0.34% | +820+2.6% | Added |
| Summit Trail Advisors, LLC | 32,604 | $2.53M | 0.03% | −55−0.2% | Reduced |
| P.A.W. Capital Corp | 32,670 | $2.53M | 1.94% | −980−2.9% | Reduced |
| BBR Partners, LLC | 32,890 | $2.55M | 0.12% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 32,947 | $2.55M | 0.06% | +153+0.5% | Added |
| Moors & Cabot, Inc. | 32,971 | $2.56M | 0.10% | −6,277−16.0% | Reduced |
| Insigneo Advisory Services, LLC | 33,062 | $2.56M | 0.10% | +6,936+26.5% | Added |
| Westview Management dba Westview Investment Advisors | 33,246 | $2.58M | 1.26% | −2,257−6.4% | Reduced |
| Bollard Group LLC | 33,832 | $2.62M | 0.08% | −440−1.3% | Reduced |
| apricus wealth, LLC | 34,330 | $2.66M | 1.27% | +302+0.9% | Added |
| State Street Corp | 34,376 | $2.67M | 0.00% | −42,478−55.3% | Reduced |
| Rathbone Brothers plc | 34,448 | $2.67M | 0.01% | −157−0.5% | Reduced |
| Clearstead Advisors, LLC | 34,788 | $2.70M | 0.03% | −4,892−12.3% | Reduced |
| Caldwell Trust Co | 35,204 | $2.73M | 0.22% | +1,844+5.5% | Added |
| Arkadios Wealth Advisors | 35,924 | $2.79M | 0.04% | −4,010−10.0% | Reduced |
| Nelson Capital Management, LLC | 35,959 | $2.79M | 0.31% | −90−0.2% | Reduced |
| Atomi Financial Group, Inc. | 35,990 | $2.79M | 0.07% | −1,519−4.0% | Reduced |
| Great Lakes Retirement, Inc. | 36,007 | $2.79M | 0.25% | +342+1.0% | Added |
| Bank of Nova Scotia Trust Co | 36,549 | $2.83M | 0.23% | +1,164+3.3% | Added |
| Flow Traders U.S. LLC | 36,845 | $2.86M | 0.12% | +36,845 | New |