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 |
|---|---|---|---|---|---|
| SHP Wealth Management | 2,557 | $198.3K | 0.01% | −36−1.4% | Reduced |
| Purewater Capital LLC | 2,581 | $200.1K | 0.14% | −329−11.3% | Reduced |
| Steel Peak Wealth Management LLC | 2,586 | $200.5K | 0.01% | +352+15.8% | Added |
| Spectrum Planning & Advisory Services Inc. | 2,593 | $201.1K | 0.09% | +2,593 | New |
| Barlow Wealth Partners, Inc. | 2,450 | $201.5K | 0.02% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,599 | $201.5K | 0.01% | +2,599 | New |
| Disciplined Investors, L.L.C. | 2,600 | $201.6K | 0.10% | +11+0.4% | Added |
| TIAA Wealth Investment Management LLC | 2,604 | $201.8K | 0.00% | +142+5.8% | Added |
| Walkner Condon Financial Advisors LLC | 3,021 | $202.2K | 0.02% | +3,021 | New |
| Pennington Partners & Co., LLC | 2,614 | $202.7K | 0.06% | +2,614 | New |
| Indie Asset Partners, LLC | 2,615 | $202.8K | 0.19% | −1,450−35.7% | Reduced |
| Fortis Capital Advisors, LLC | 2,634 | $204.3K | 0.02% | +127+5.1% | Added |
| Keel Point, LLC | 2,635 | $204.3K | 0.01% | +296+12.7% | Added |
| PFW Advisors LLC | 2,637 | $204.5K | 0.06% | −100−3.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,649 | $205.4K | 0.02% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 2,650 | $205.5K | 0.04% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,657 | $206.1K | 0.01% | +2,091+369.4% | Added |
| Fortitude Advisory Group L.L.C. | 2,662 | $206.4K | 0.08% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 2,677 | $207.6K | 0.05% | −2,077−43.7% | Reduced |
| Impact Capital Partners LLC | 2,687 | $208.3K | 0.06% | +41+1.5% | Added |
| Arista Wealth Management, LLC | 2,695 | $209.0K | 0.02% | +50+1.9% | Added |
| Westover Capital Advisors, LLC | 2,700 | $209.4K | 0.03% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 2,700 | $209.4K | 0.04% | +200+8.0% | Added |
| Thompson Investment Management, Inc. | 2,701 | $209.4K | 0.02% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,708 | $210.0K | 0.01% | −907−25.1% | Reduced |
| Callahan Advisors, LLC | 2,710 | $210.1K | 0.02% | −1,285−32.2% | Reduced |
| CWA Asset Management Group, LLC | 2,711 | $210.2K | 0.01% | +12+0.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,714 | $210.4K | 0.03% | +106+4.1% | Added |
| ORG Wealth Partners, LLC | 2,718 | $210.8K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,720 | $210.9K | 0.01% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 2,720 | $210.9K | 0.04% | +2,720 | New |
| Alongside, LLC | 2,720 | $210.9K | 0.04% | +2,720 | New |
| Boltwood Capital Management | 2,725 | $211.3K | 0.05% | +250+10.1% | Added |
| Hanson & Doremus Investment Management | 2,728 | $212.0K | 0.02% | 00.0% | Unchanged |
| Crusonia Wealth Advisors LLC | 2,736 | $212.1K | 0.03% | +2,736 | New |
| Silver Oak Securities, Inc | 2,762 | $214.2K | 0.01% | −12−0.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,635 | $214.4K | 0.01% | −111−4.0% | Reduced |
| Calamos Wealth Management LLC | 2,773 | $215.0K | 0.01% | +240+9.5% | Added |
| XML Financial, LLC | 2,777 | $215.3K | 0.02% | 00.0% | Unchanged |
| Elite Life Management LLC | 2,461 | $216.0K | 0.25% | 00.0% | Unchanged |
| DV Trading LLC | 2,800 | $217.1K | 0.02% | +2,800 | New |
| Canandaigua National Bank & Trust Co | 2,816 | $218.4K | 0.02% | +2,816 | New |
| Endowment Wealth Management, Inc. | 2,820 | $218.6K | 0.08% | −689−19.6% | Reduced |
| Trust Co | 2,820 | $218.7K | 0.02% | 00.0% | Unchanged |
| Elevated Private Wealth, LLC | 2,823 | $218.9K | 0.21% | +2,823 | New |
| Krilogy Financial LLC | 2,825 | $219.0K | 0.01% | −749−21.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,829 | $219.4K | 0.05% | +423+17.6% | Added |
| Spinnaker Trust | 2,833 | $219.7K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2,836 | $219.9K | 0.05% | +954+50.7% | Added |
| Holistic Financial Partners | 2,838 | $220.1K | 0.13% | −10−0.4% | Reduced |
| Purpose Unlimited Inc. | 2,838 | $220.6K | 0.01% | −11−0.4% | Reduced |
| 1st Source Bank | 2,860 | $221.8K | 0.01% | −26−0.9% | Reduced |
| Montecito Bank & Trust | 2,875 | $222.9K | 0.03% | +15+0.5% | Added |
| Fort Washington Investment Advisors Inc | 2,901 | $224.9K | 0.00% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 2,901 | $225.0K | 0.09% | −128−4.2% | Reduced |
| Founders Financial Alliance, LLC | 2,904 | $225.2K | 0.03% | −312−9.7% | Reduced |
| Maridea Wealth Management LLC | 2,919 | $226.3K | 0.02% | +2,919 | New |
| Narus Financial Partners, LLC | 2,928 | $227.0K | 0.06% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,943 | $228.2K | 0.09% | +42+1.4% | Added |
| Greatmark Investment Partners, Inc. | 2,943 | $228.2K | 0.03% | 00.0% | Unchanged |
| Marin Bay Wealth Advisors, LLC | 2,967 | $230.1K | 0.12% | −41−1.4% | Reduced |
| Choice Wealth Advisors, LLC | 2,976 | $230.8K | 0.08% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,613 | $230.9K | 0.02% | +2,613 | New |
| Ridge Creek Global, Inc | 2,983 | $231.3K | 0.18% | −110−3.6% | Reduced |
| Duncker Streett & Co Inc | 2,994 | $232.2K | 0.04% | +9+0.3% | Added |
| Wedgewood Investors Inc | 3,000 | $232.6K | 0.24% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 3,000 | $232.6K | 0.13% | 00.0% | Unchanged |
| Pavaki Capital Management LLC | 3,000 | $232.6K | 0.13% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,000 | $233.0K | 0.01% | −86−2.8% | Reduced |
| CFM Wealth Partners LLC | 3,020 | $234.2K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,029 | $234.9K | 0.01% | +1,092+56.4% | Added |
| Charles Schwab Trust Co | 3,048 | $236.3K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,050 | $236.5K | 0.10% | −100−3.2% | Reduced |
| Marex Group plc | 3,050 | $236.5K | 0.00% | +3,050 | New |
| Roundview Capital LLC | 3,067 | $237.8K | 0.01% | 00.0% | Unchanged |
| Addison Capital Co | 3,068 | $237.9K | 0.04% | +97+3.3% | Added |
| Legacy Private Trust Co. | 3,075 | $238.4K | 0.01% | +112+3.8% | Added |
| West Michigan Advisors, LLC | 3,079 | $238.7K | 0.05% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 3,080 | $238.8K | 0.01% | −32−1.0% | Reduced |
| Focus Financial Network, Inc. | 3,087 | $239.4K | 0.01% | +10.0% | Added |
| Dunhill Financial, LLC | 3,115 | $241.6K | 0.05% | +2+0.1% | Added |
| Cypress Capital Group | 3,121 | $242.0K | 0.02% | +582+22.9% | Added |
| M1 Capital Management LLC | 3,133 | $242.9K | 0.09% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,136 | $243.2K | 0.03% | +3,136 | New |
| Eubel Brady & Suttman Asset Management Inc | 3,153 | $244.0K | 0.03% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 3,156 | $244.7K | 0.19% | −456−12.6% | Reduced |
| Granite Investment Partners, LLC | 3,158 | $244.9K | 0.01% | 00.0% | Unchanged |
| Tufton Capital Management | 3,178 | $246.0K | 0.04% | +78+2.5% | Added |
| Counterweight Ventures, LLC | 3,175 | $246.2K | 0.12% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,934 | $246.4K | 0.06% | +5+0.2% | Added |
| HighPoint Advisor Group LLC | 3,182 | $246.8K | 0.01% | +190+6.4% | Added |
| SeaBridge Investment Advisors LLC | 3,200 | $248.1K | 0.04% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 3,201 | $248.2K | 0.05% | −1,305−29.0% | Reduced |
| Trinity Legacy Partners, LLC | 2,919 | $248.3K | 0.05% | −6−0.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,235 | $250.8K | 0.05% | −4,158−56.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 3,237 | $251.0K | 0.02% | +41+1.3% | Added |
| Clarus Group, Inc. | 3,245 | $251.6K | 0.09% | +10+0.3% | Added |
| Perennial Investment Advisors, LLC | 3,246 | $251.7K | 0.02% | −262−7.5% | Reduced |
| Linscomb & Williams, Inc. | 3,269 | $253.5K | 0.01% | −684−17.3% | Reduced |
| Barclays PLC | 3,271 | $253.6K | 0.00% | +2,392+272.1% | Added |