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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 77,916 | $6.04M | 0.05% | +77,916 | New |
| Hennessy Advisors Inc | 79,700 | $6.18M | 0.20% | −1,500−1.8% | Reduced |
| Fifth Third Bancorp | 79,858 | $6.19M | 0.01% | −1,280−1.6% | Reduced |
| Ritholtz Wealth Management | 79,881 | $6.19M | 0.09% | +130.0% | Added |
| Claret Asset Management Corp | 79,883 | $6.19M | 0.67% | −152−0.2% | Reduced |
| Heritage Investors Management Corp | 79,888 | $6.20M | 0.17% | −1,426−1.8% | Reduced |
| Inspire Trust Co, N.A. | 80,000 | $6.20M | 0.85% | +15,000+23.1% | Added |
| Baird Financial Group, Inc. | 82,399 | $6.39M | 0.01% | +9,166+12.5% | Added |
| Park Avenue Securities LLC | 82,972 | $6.43M | 0.04% | +82,972 | New |
| Stamos Capital Partners, L.P. | 84,239 | $6.53M | 1.00% | +42,043+99.6% | Added |
| Jane Street Group, LLC | 85,592 | $6.64M | 0.00% | −303,179−78.0% | Reduced |
| South State Corp. | 86,106 | $6.68M | 0.28% | +1,008+1.2% | Added |
| Pinnacle Associates Ltd | 87,777 | $6.81M | 0.07% | +602+0.7% | Added |
| MAI Capital Management | 89,268 | $6.92M | 0.03% | +14,676+19.7% | Added |
| Squarepoint Ops LLC | 89,858 | $6.97M | 0.01% | −58,943−39.6% | Reduced |
| New England Asset Management Inc | 90,405 | $7.01M | 0.81% | +765+0.9% | Added |
| RSM US Wealth Management LLC | 90,592 | $7.02M | 0.08% | −3,262−3.5% | Reduced |
| SRS Capital Advisors, Inc. | 90,680 | $7.03M | 0.05% | +86,796+2,234.7% | Added |
| Brinker Capital Investments, LLC | 91,288 | $7.08M | 0.05% | −1,381−1.5% | Reduced |
| Ci Investments Inc. | 91,447 | $7.09M | 0.02% | +6,572+7.7% | Added |
| Brown Brothers Harriman & Co | 92,184 | $7.15M | 0.03% | −7,685−7.7% | Reduced |
| Nikko Asset Management Americas, Inc. | 92,429 | $7.17M | 0.09% | −2,012−2.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 92,429 | $7.17M | 0.00% | −2,012−2.1% | Reduced |
| Tocqueville Asset Management L.P. | 94,085 | $7.30M | 0.10% | −49,775−34.6% | Reduced |
| Susquehanna International Group, LLP | 95,927 | $7.44M | 0.01% | −11,981−11.1% | Reduced |
| Foresight Global Investors, Inc. | 96,767 | $7.50M | 4.55% | +362+0.4% | Added |
| TownSquare Capital, LLC | 98,222 | $7.62M | 1.40% | +3,917+4.2% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 98,748 | $7.66M | 0.52% | +1,090+1.1% | Added |
| Eastover Investment Advisors LLC | 99,175 | $7.69M | 3.03% | +958+1.0% | Added |
| Keybank National Association | 100,281 | $7.78M | 0.03% | −2,214−2.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 100,641 | $7.78M | 0.03% | +5,886+6.2% | Added |
| Kestra Advisory Services, LLC | 100,359 | $7.78M | 0.03% | −10,123−9.2% | Reduced |
| Quadrant Capital Group LLC | 102,049 | $7.91M | 0.22% | −90−0.1% | Reduced |
| Eagle Global Advisors LLC | 103,040 | $7.99M | 0.26% | +657+0.6% | Added |
| HRT Financial LP | 103,309 | $8.01M | 0.01% | −357,388−77.6% | Reduced |
| Jefferies Financial Group Inc. | 103,304 | $8.01M | 0.07% | +75,249+268.2% | Added |
| Federated Hermes, Inc. | 105,494 | $8.18M | 0.01% | −6,169−5.5% | Reduced |
| Huber Capital Management LLC | 106,278 | $8.24M | 1.21% | −11,052−9.4% | Reduced |
| GTS Securities LLC | 108,250 | $8.39M | 0.18% | +15,890+17.2% | Added |
| Manning & Napier Advisors LLC | 108,558 | $8.42M | 0.11% | −21,309−16.4% | Reduced |
| Cutler Capital Management, LLC | 109,361 | $8.48M | 2.20% | −1,340−1.2% | Reduced |
| Augustine Asset Management Inc | 110,138 | $8.54M | 1.73% | +5,825+5.6% | Added |
| Hantz Financial Services, Inc. | 111,184 | $8.62M | 0.12% | −170.0% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $8.82M | 1.87% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 115,770 | $8.98M | 0.01% | −19,792−14.6% | Reduced |
| Tower Research Capital LLC (TRC) | 116,486 | $9.03M | 0.22% | −134,569−53.6% | Reduced |
| GWM Advisors LLC | 116,520 | $9.03M | 0.03% | −21,904−15.8% | Reduced |
| TD Waterhouse Canada Inc. | 126,557 | $9.69M | 0.03% | +9,519+8.1% | Added |
| Cohen Klingenstein LLC | 126,578 | $9.81M | 0.28% | −30,520−19.4% | Reduced |
| Sit Investment Associates Inc | 128,582 | $9.97M | 0.19% | +400+0.3% | Added |
| Willis Johnson & Associates, Inc. | 128,680 | $9.98M | 0.56% | −136,482−51.5% | Reduced |
| Savant Capital, LLC | 114,700 | $10.1M | 0.03% | +90,209+368.3% | Added |
| Capital International Investors | 130,818 | $10.1M | 0.00% | −22,180−14.5% | Reduced |
| First National Bank of Omaha | 131,342 | $10.1M | 0.28% | +6,280+5.0% | Added |
| Prospera Financial Services Inc | 130,663 | $10.1M | 0.15% | −6,634−4.8% | Reduced |
| Eagle Capital Management LLC | 131,024 | $10.2M | 0.03% | −5,177,682−97.5% | Reduced |
| Balyasny Asset Management LLC | 131,161 | $10.2M | 0.02% | +127,637+3,621.9% | Added |
| Aventail Capital Group, LP | 131,451 | $10.2M | 0.58% | −81,582−38.3% | Reduced |
| Callan Family Office, LLC | 133,184 | $10.3M | 0.20% | +1,793+1.4% | Added |
| Life Cycle Investment Partners Ltd | 133,691 | $10.4M | 0.05% | +30,508+29.6% | Added |
| Vestmark Advisory Solutions, Inc. | 137,309 | $10.6M | 0.10% | −30,699−18.3% | Reduced |
| Pathstone Holdings, LLC | 138,306 | $10.7M | 0.03% | +260.0% | Added |
| Bragg Financial Advisors, Inc | 139,235 | $10.8M | 0.29% | +4,310+3.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 141,187 | $10.9M | 0.02% | +3,821+2.8% | Added |
| JustInvest LLC | 144,834 | $11.2M | 0.09% | +7,114+5.2% | Added |
| Entropy Technologies, LP | 146,446 | $11.4M | 0.45% | +146,446 | New |
| Woodstock Corp | 146,785 | $11.4M | 0.94% | −5,948−3.9% | Reduced |
| Nixon Peabody Trust Co | 148,781 | $11.5M | 0.82% | +1,973+1.3% | Added |
| Wedge Capital Management L L P | 148,990 | $11.6M | 0.19% | −253−0.2% | Reduced |
| D.A. Davidson & Co. | 150,964 | $11.7M | 0.06% | −2,981−1.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 147,976 | $12.0M | 0.02% | +5,553+3.9% | Added |
| Adell Harriman & Carpenter Inc | 158,258 | $12.3M | 0.63% | +2,910+1.9% | Added |
| Oppenheimer Asset Management Inc. | 159,012 | $12.3M | 0.13% | +20,146+14.5% | Added |
| Edgemoor Investment Advisors, Inc. | 159,299 | $12.4M | 0.84% | +2,609+1.7% | Added |
| UBS Asset Management Americas Inc | 160,073 | $12.4M | 0.00% | −93−0.1% | Reduced |
| Eldred Rock Partners, LLC | 163,231 | $12.7M | 2.72% | −291−0.2% | Reduced |
| Ibex Wealth Advisors | 164,192 | $12.7M | 1.00% | +3,175+2.0% | Added |
| Sanctuary Advisors, LLC | 164,417 | $12.7M | 0.06% | −18,295−10.0% | Reduced |
| Captrust Financial Advisors | 165,033 | $12.8M | 0.02% | −17,421−9.5% | Reduced |
| Evergreen Capital Management LLC | 171,516 | $13.3M | 0.23% | +7,474+4.6% | Added |
| Viking Fund Management LLC | 172,000 | $13.3M | 1.19% | +12,000+7.5% | Added |
| Van Hulzen Asset Management, LLC | 173,215 | $13.4M | 0.96% | +120.0% | Added |
| Truist Financial Corp | 175,250 | $13.6M | 0.02% | +1,928+1.1% | Added |
| MML Investors Services, LLC | 181,100 | $14.0M | 0.03% | +44,011+32.1% | Added |
| Crossmark Global Holdings, Inc. | 181,261 | $14.1M | 0.18% | +6,217+3.6% | Added |
| Colony Group, LLC | 182,833 | $14.2M | 0.01% | −4,467−2.4% | Reduced |
| Mercer Global Advisors Inc | 184,687 | $14.3M | 0.02% | +7,336+4.1% | Added |
| Becker Capital Management Inc | 185,752 | $14.4M | 0.39% | −3,540−1.9% | Reduced |
| SCS Capital Management LLC | 187,899 | $14.6M | 0.14% | −11,117−5.6% | Reduced |
| TriCert Investment Counsel Inc. | 188,220 | $14.6M | 1.36% | +188,220 | New |
| National Bank of Canada | 194,088 | $15.1M | 0.01% | +4,716+2.5% | Added |
| Advisor Group Holdings, Inc. | 194,216 | $15.1M | 0.02% | +40,903+26.7% | Added |
| M&T Bank Corp | 199,937 | $15.5M | 0.05% | +378+0.2% | Added |
| 1832 Asset Management L.P. | 200,072 | $15.5M | 0.02% | +1,833+0.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 201,036 | $15.6M | 0.04% | +114,288+131.7% | Added |
| Allied Investment Advisors, LLC | 204,343 | $15.8M | 1.99% | +4,154+2.1% | Added |
| Sapient Capital LLC | 210,264 | $16.3M | 0.21% | −2,689−1.3% | Reduced |
| Marshall Wace, LLP | 210,394 | $16.3M | 0.01% | −559,385−72.7% | Reduced |
| Commerce Bank | 211,067 | $16.4M | 0.07% | −1,495−0.7% | Reduced |
| Davenport & Co LLC | 212,240 | $16.5M | 0.08% | −11,299−5.1% | Reduced |