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 |
|---|---|---|---|---|---|
| Albion Financial Group | 702 | $54.4K | 0.00% | −27−3.7% | Reduced |
| LRI Investments, LLC | 715 | $55.4K | 0.00% | −131−15.5% | Reduced |
| Armstrong Advisory Group, Inc | 733 | $56.9K | 0.00% | +3+0.4% | Added |
| Webster Bank, N. A. | 739 | $57.3K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 741 | $57.4K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 745 | $57.8K | 0.02% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 747 | $57.9K | 0.04% | +7+0.9% | Added |
| Tacita Capital Inc | 753 | $58.4K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 791 | $61.3K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 796 | $61.7K | 0.00% | −93−10.5% | Reduced |
| Fairman Group, LLC | 797 | $61.8K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 793 | $62.0K | 0.02% | +4+0.5% | Added |
| Bayban | 800 | $62.0K | 0.05% | 00.0% | Unchanged |
| First National Bank | 821 | $63.7K | 0.03% | −1,500−64.6% | Reduced |
| Financial Network Wealth Advisors LLC | 828 | $64.2K | 0.07% | +124+17.6% | Added |
| Providence Capital Advisors, LLC | 846 | $65.6K | 0.01% | +846 | New |
| Vermillion Wealth Management, Inc. | 870 | $67.4K | 0.02% | +133+18.0% | Added |
| Sawyer & Company, Inc | 891 | $69.1K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 901 | $70.0K | 0.00% | −27−2.9% | Reduced |
| Richardson Financial Services Inc. | 904 | $70.1K | 0.04% | +323+55.6% | Added |
| Ameriflex Group, Inc. | 914 | $70.9K | 0.03% | +114+14.2% | Added |
| Fairscale Capital, LLC | 920 | $71.3K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 930 | $72.1K | 0.02% | +930 | New |
| UMA Financial Services, Inc. | 933 | $72.3K | 0.01% | −39−4.0% | Reduced |
| Key Financial Inc | 941 | $72.9K | 0.01% | +352+59.8% | Added |
| Barrett & Company, Inc. | 951 | $73.7K | 0.02% | −1−0.1% | Reduced |
| MCF Advisors LLC | 962 | $74.6K | 0.00% | −100−9.4% | Reduced |
| Walleye Capital LLC | 1,002 | $77.7K | 0.00% | +1,002 | New |
| Union Savings Bank | 1,004 | $77.8K | 0.03% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,028 | $79.7K | 0.01% | +7+0.7% | Added |
| Citizens National Bank Trust Department | 1,047 | $81.2K | 0.01% | 00.0% | Unchanged |
| Compass Financial Management LLC | 1,035 | $81.5K | 0.01% | +1,035 | New |
| City Holding Co | 1,058 | $82.0K | 0.01% | −500−32.1% | Reduced |
| Roxbury Financial LLC | 1,065 | $82.6K | 0.07% | +3+0.3% | Added |
| Corient IA LLC | 1,070 | $83.0K | 0.08% | −2,130−66.6% | Reduced |
| Colonial Trust Co | 1,074 | $83.3K | 0.01% | +4+0.4% | Added |
| Paradigm Asset Management Co LLC | 1,118 | $86.7K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,139 | $88.3K | 0.02% | −300−20.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,145 | $88.8K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,162 | $90.1K | 0.00% | +476+69.4% | Added |
| Asset Dedication, LLC | 1,177 | $91.3K | 0.01% | +231+24.4% | Added |
| CoreCap Advisors, LLC | 1,178 | $91.3K | 0.00% | −716−37.8% | Reduced |
| Turim 21 Investimentos Ltda. | 2,940 | $93.2K | 0.02% | 00.0% | Unchanged |
| EFG International AG | 1,205 | $93.4K | 0.00% | +7+0.6% | Added |
| Manchester Capital Management LLC | 1,217 | $94.4K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 1,221 | $94.5K | 0.01% | +1,221 | New |
| City State Bank | 1,230 | $95.4K | 0.02% | −15−1.2% | Reduced |
| Chesapeake Asset Management LLC | 1,245 | $96.5K | 0.07% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,300 | $100.8K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,300 | $100.8K | 0.02% | +300+30.0% | Added |
| Princeton Global Asset Management LLC | 1,324 | $102.6K | 0.01% | +77+6.2% | Added |
| Strategic Investment Advisors | 1,337 | $103.7K | 0.01% | +173+14.9% | Added |
| Cornerstone Planning Group LLC | 1,222 | $107.3K | 0.01% | +7+0.6% | Added |
| Tanglewood Legacy Advisors, LLC | 1,388 | $107.6K | 0.03% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,402 | $108.7K | 0.02% | −263−15.8% | Reduced |
| Acropolis Investment Management, LLC | 1,465 | $113.6K | 0.00% | −90−5.8% | Reduced |
| Grove Bank & Trust | 1,474 | $114.3K | 0.01% | −105−6.6% | Reduced |
| TSFG, LLC | 1,494 | $116.0K | 0.01% | +58+4.0% | Added |
| Chelsea Counsel Co | 1,512 | $117.2K | 0.05% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,521 | $117.9K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,531 | $118.7K | 0.01% | +10+0.7% | Added |
| Medallion Wealth Advisors, LLC | 1,542 | $119.7K | 0.04% | −261−14.5% | Reduced |
| Crews Bank & Trust | 1,568 | $121.6K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,597 | $123.8K | 0.01% | +34+2.2% | Added |
| Winthrop Capital Management, LLC | 1,616 | $125.0K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 1,619 | $125.5K | 0.01% | +139+9.4% | Added |
| McDonald Partners LLC | 1,695 | $131.4K | 0.03% | −774−31.3% | Reduced |
| Southern Michigan Bank & Trust | 1,707 | $132.4K | 0.05% | −12−0.7% | Reduced |
| Ameliora Wealth Management Ltd. | 1,720 | $133.4K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,763 | $136.7K | 0.01% | −1,400−44.3% | Reduced |
| Noble Wealth Management PBC | 1,886 | $146.2K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 1,889 | $146.5K | 0.17% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,899 | $147.3K | 0.05% | +1,670+729.3% | Added |
| Hilton Head Capital Partners, LLC | 1,933 | $149.9K | 0.08% | −38−1.9% | Reduced |
| Union Bancaire Privee, UBP SA | 2,052 | $153.0K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 1,979 | $153.5K | 0.02% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 2,000 | $155.1K | 0.02% | +1,000+100.0% | Added |
| Salomon & Ludwin, LLC | 2,091 | $160.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,097 | $162.6K | 0.04% | +327+18.5% | Added |
| Avion Wealth | 2,142 | $166.0K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,164 | $167.8K | 0.05% | +5+0.2% | Added |
| Institute for Wealth Management, LLC. | 2,205 | $171.0K | 0.02% | −38−1.7% | Reduced |
| Owl Creek Wealth Partners LLC | 2,232 | $173.1K | 0.05% | +304+15.8% | Added |
| Elgethun Capital Management | 2,272 | $176.2K | 0.02% | −89−3.8% | Reduced |
| Johnson Financial Group, Inc. | 2,303 | $178.6K | 0.01% | −1,901−45.2% | Reduced |
| Parkside Financial Bank & Trust | 2,307 | $178.9K | 0.01% | −4,349−65.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,327 | $180.4K | 0.01% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 2,313 | $180.5K | 0.03% | +2,313 | New |
| Regatta Research & Money Management | 2,332 | $180.8K | 0.17% | +2,332 | New |
| Community Financial Services Group, LLC | 2,419 | $185.2K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,394 | $185.6K | 0.01% | −264−9.9% | Reduced |
| Alpine Bank Wealth Management | 2,400 | $186.1K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,425 | $188.0K | 0.09% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,451 | $190.1K | 0.04% | +375+18.1% | Added |
| Delta Asset Management LLC | 2,480 | $192.3K | 0.02% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 2,485 | $192.7K | 0.15% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,500 | $193.8K | 0.01% | −3,500−58.3% | Reduced |
| First PREMIER Bank | 2,500 | $194.0K | 0.03% | 00.0% | Unchanged |
| Twin Tree Management, LP | 2,507 | $194.4K | 0.03% | −5,357−68.1% | Reduced |
| Nisa Investment Advisors, LLC | 2,556 | $198.2K | 0.00% | +94+3.8% | Added |