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 |
|---|---|---|---|---|---|
| Evolution Wealth Management Inc. | 209 | $16.2K | 0.01% | −54−20.5% | Reduced |
| Cornerstone Financial Management LLC | 213 | $16.5K | 0.01% | +65+43.9% | Added |
| DecisionPoint Financial, LLC | 217 | $16.6K | 0.00% | −11−4.8% | Reduced |
| Centennial Bank | 215 | $16.7K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 218 | $16.9K | 0.00% | +218 | New |
| Triumph Capital Management | 221 | $17.1K | 0.00% | −3−1.3% | Reduced |
| Harbor Investment Advisory, LLC | 222 | $17.2K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 224 | $17.4K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 226 | $17.5K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 229 | $17.8K | 0.01% | +229 | New |
| Tradewinds Capital Management, LLC | 233 | $18.1K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $18.1K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 238 | $18.5K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 231 | $18.6K | 0.00% | +61+35.9% | Added |
| First United Bank Trust | 240 | $18.6K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 245 | $19.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 267 | $19.0K | 0.02% | +134+100.8% | Added |
| Proffitt & Goodson Inc | 248 | $19.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 255 | $19.8K | 0.00% | +59+30.1% | Added |
| Silver Grove Financial Group, Inc. | 259 | $20.1K | 0.01% | +259 | New |
| Brown, Lisle/Cummings, Inc. | 270 | $20.9K | 0.00% | −238−46.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 270 | $20.9K | 0.01% | −214−44.2% | Reduced |
| Financial Consulate, Inc | 289 | $22.4K | 0.00% | −82−22.1% | Reduced |
| Country Trust Bank | 291 | $22.6K | 0.00% | +57+24.4% | Added |
| WPG Advisers, LLC | 292 | $22.6K | 0.01% | −1−0.3% | Reduced |
| Accordant Advisory Group Inc | 295 | $22.9K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 300 | $23.3K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 303 | $23.5K | 0.01% | −10−3.2% | Reduced |
| Nemes Rush Group LLC | 304 | $23.6K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 309 | $24.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 319 | $24.7K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 324 | $25.1K | 0.01% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 330 | $25.6K | 0.01% | +330 | New |
| MPWM Advisory Solutions, LLC | 331 | $25.7K | 0.01% | +3+0.9% | Added |
| Security National Bank | 332 | $25.7K | 0.00% | +132+66.0% | Added |
| Dogwood Wealth Management LLC | 336 | $26.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 338 | $26.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 345 | $26.7K | 0.01% | +100+40.8% | Added |
| Measured Wealth Private Client Group, LLC | 347 | $26.9K | 0.01% | −63−15.4% | Reduced |
| Tidemark, LLC | 348 | $27.0K | 0.01% | +348 | New |
| Steigerwald, Gordon & Koch Inc. | 350 | $27.1K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 355 | $27.5K | 0.00% | +2+0.6% | Added |
| Keating Financial Advisory Services, Inc. | 355 | $27.5K | 0.00% | +31+9.6% | Added |
| CVA Family Office, LLC | 362 | $28.1K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 363 | $28.1K | 0.01% | −26−6.7% | Reduced |
| IMA Wealth, Inc. | 389 | $30.2K | 0.00% | +282+263.6% | Added |
| Provenance Wealth Advisors, LLC | 390 | $30.2K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 392 | $30.4K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 392 | $30.4K | 0.01% | +99+33.8% | Added |
| Robinswood Financial LLC | 393 | $30.5K | 0.01% | +4+1.0% | Added |
| Wiser Advisor Group LLC | 399 | $30.9K | 0.03% | +4+1.0% | Added |
| Navigoe, LLC | 404 | $31.0K | 0.02% | +404 | New |
| Millstone Evans Group, LLC | 400 | $31.0K | 0.02% | −175−30.4% | Reduced |
| Y.D. More Investments Ltd | 400 | $31.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $31.0K | 0.02% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 407 | $31.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 423 | $32.8K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 432 | $33.5K | 0.01% | +432 | New |
| Community Bank, N.A. | 440 | $34.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 443 | $34.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 445 | $34.5K | 0.00% | +445 | New |
| Fortitude Family Office, LLC | 450 | $34.9K | 0.01% | −500−52.6% | Reduced |
| Highline Wealth Partners LLC | 463 | $35.9K | 0.01% | −17−3.5% | Reduced |
| Alerus Financial NA | 463 | $35.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 464 | $36.0K | 0.00% | +464 | New |
| JNBA Financial Advisors | 465 | $36.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 475 | $36.8K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 478 | $37.1K | 0.02% | −2,978−86.2% | Reduced |
| First Pacific Financial | 486 | $37.7K | 0.00% | −157−24.4% | Reduced |
| Archer Investment Corp | 491 | $38.1K | 0.01% | −5,320−91.6% | Reduced |
| Fortis Group Advisors, LLC | 492 | $38.1K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 498 | $38.6K | 0.01% | +226+83.1% | Added |
| Old Point Trust & Financial Services N A | 500 | $38.8K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 500 | $38.8K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 500 | $38.8K | 0.03% | +500 | New |
| SJS Investment Consulting Inc. | 503 | $39.0K | 0.00% | +239+90.5% | Added |
| GHP Investment Advisors, Inc. | 504 | $39.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 509 | $39.5K | 0.00% | +1+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 517 | $40.1K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 521 | $40.4K | 0.01% | −1,284−71.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 523 | $40.6K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 543 | $42.1K | 0.01% | +58+12.0% | Added |
| True Wealth Design, LLC | 552 | $42.8K | 0.01% | −3−0.5% | Reduced |
| Allied Private Wealth LLC | 527 | $43.4K | 0.03% | +527 | New |
| SOA Wealth Advisors, LLC. | 6,377 | $43.8K | 0.01% | +5,888+1,204.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 564 | $44.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 597 | $46.3K | 0.00% | 00.0% | Unchanged |
| Guardian Partners Inc. | 600 | $46.5K | 0.00% | −18,001−96.8% | Reduced |
| Blume Capital Management, Inc. | 600 | $46.5K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 600 | $46.5K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 615 | $47.7K | 0.03% | 00.0% | Unchanged |
| FIL Ltd | 617 | $47.8K | 0.00% | −728−54.1% | Reduced |
| Evermay Wealth Management LLC | 617 | $47.8K | 0.00% | +571+1,241.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 624 | $48.4K | 0.00% | +624 | New |
| PlanVest Financial, Inc | 632 | $49.0K | 0.03% | +3+0.5% | Added |
| Founders Capital Management | 662 | $51.3K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 675 | $52.3K | 0.00% | +13+2.0% | Added |
| Fourth Dimension Wealth, LLC | 682 | $52.9K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 684 | $53.0K | 0.02% | −42−5.8% | Reduced |
| Westside Investment Management, Inc. | 694 | $53.8K | 0.01% | 00.0% | Unchanged |