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 |
|---|---|---|---|---|---|
| Vanguard National Trust Co | 3,272 | $253.7K | 0.01% | +2,150+191.6% | Added |
| Sargent Investment Group, LLC | 3,277 | $254.1K | 0.03% | +77+2.4% | Added |
| Riverbridge Partners LLC | 3,278 | $254.2K | 0.01% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,308 | $256.5K | 0.04% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 3,308 | $256.5K | 0.03% | +3,308 | New |
| Zacks Investment Management | 3,311 | $256.8K | 0.00% | −1,424−30.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,314 | $257.0K | 0.01% | +231+7.5% | Added |
| Corps Capital Advisors, LLC | 3,316 | $257.1K | 0.21% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 3,316 | $257.2K | 0.03% | +3,316 | New |
| Financial & Tax Architects, LLC | 3,318 | $257.3K | 0.05% | 00.0% | Unchanged |
| Plancorp, LLC | 3,071 | $257.9K | 0.01% | −4,342−58.6% | Reduced |
| Tevis Investment Management | 3,329 | $258.1K | 0.14% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 3,343 | $259.2K | 0.03% | −286−7.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,344 | $259.3K | 0.03% | −111−3.2% | Reduced |
| BLB&B Advisors, LLC | 3,348 | $259.6K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 3,350 | $259.8K | 0.02% | 00.0% | Unchanged |
| Seeds Investor LLC | 3,354 | $260.1K | 0.03% | −159−4.5% | Reduced |
| 44 Wealth Management LLC | 3,358 | $260.4K | 0.09% | +496+17.3% | Added |
| New Wave Wealth Advisors LLC | 3,366 | $261.0K | 0.07% | +965+40.2% | Added |
| Braun-Bostich & Associates Inc. | 3,368 | $261.2K | 0.15% | +28+0.8% | Added |
| Park Capital Management, LLC | 3,370 | $261.3K | 0.15% | −184−5.2% | Reduced |
| Retirement Investment Advisors, Inc. | 3,130 | $261.7K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,376 | $261.8K | 0.03% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,383 | $262.3K | 0.01% | +62+1.9% | Added |
| Compagnie Lombard Odier SCmA | 3,400 | $263.6K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 3,400 | $263.6K | 0.08% | +365+12.0% | Added |
| Chapin Davis, Inc. | 3,424 | $265.5K | 0.05% | +448+15.1% | Added |
| Werba Rubin Papier Wealth Management | 3,451 | $267.6K | 0.03% | +65+1.9% | Added |
| RHS Financial, LLC | 3,462 | $268.4K | 0.11% | −1,059−23.4% | Reduced |
| United Advisor Group, LLC | 3,463 | $268.5K | 0.03% | +42+1.2% | Added |
| 17 Capital Partners, LLC | 3,486 | $270.3K | 0.12% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 3,491 | $270.7K | 0.06% | +35+1.0% | Added |
| FSM Wealth Advisors, LLC | 3,492 | $270.8K | 0.03% | +3,492 | New |
| Symphony Financial, Ltd. Co. | 3,521 | $270.8K | 0.03% | −9−0.3% | Reduced |
| Founders Capital Management, LLC | 3,496 | $271.1K | 0.04% | 00.0% | Unchanged |
| MidFirst Bank | 3,497 | $271.2K | 0.02% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 3,500 | $271.4K | 0.21% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,503 | $271.6K | 0.09% | +166+5.0% | Added |
| Legacy Wealth Advisors, LLC | 3,506 | $271.9K | 0.12% | −98−2.7% | Reduced |
| Rehmann Capital Advisory Group | 3,521 | $273.0K | 0.01% | −228−6.1% | Reduced |
| Fiduciary Group LLC | 3,528 | $273.6K | 0.02% | +36+1.0% | Added |
| Kozak & Associates, Inc. | 3,598 | $275.5K | 0.05% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,565 | $276.4K | 0.20% | −360−9.2% | Reduced |
| Berger Financial Group, Inc | 3,566 | $276.5K | 0.01% | +48+1.4% | Added |
| Brown Financial Advisors | 3,567 | $276.6K | 0.10% | −82−2.2% | Reduced |
| PFG Private Wealth Management, LLC | 3,578 | $277.4K | 0.12% | +130+3.8% | Added |
| Woodward Diversified Capital, LLC | 3,590 | $278.4K | 0.12% | −228−6.0% | Reduced |
| Bluefin Capital Management, LLC | 3,600 | $279.1K | 0.08% | +3,600 | New |
| Western Wealth Management, LLC | 3,604 | $279.5K | 0.01% | +394+12.3% | Added |
| CRA Financial Services, LLC | 3,605 | $279.5K | 0.03% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,609 | $279.8K | 0.02% | +467+14.9% | Added |
| Cassaday & Co Wealth Management LLC | 3,612 | $280.0K | 0.01% | −7−0.2% | Reduced |
| Oakworth Capital, Inc. | 3,633 | $280.8K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,623 | $280.9K | 0.00% | −440−10.8% | Reduced |
| Investors Asset Management of Georgia Inc | 3,625 | $281.1K | 0.10% | −50−1.4% | Reduced |
| Goodman Financial Corp | 3,626 | $281.2K | 0.04% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,637 | $282.0K | 0.05% | −1,679−31.6% | Reduced |
| Tyche Wealth Partners LLC | 3,638 | $282.1K | 0.04% | 00.0% | Unchanged |
| Clear Trail Advisors, LLC | 3,641 | $282.3K | 0.04% | −446−10.9% | Reduced |
| Sentry LLC | 3,642 | $282.4K | 0.08% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 3,655 | $283.4K | 0.05% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 3,685 | $285.7K | 0.02% | +3,685 | New |
| Abacus Planning Group, Inc. | 3,686 | $285.8K | 0.04% | −812−18.1% | Reduced |
| American National Bank | 3,698 | $286.7K | 0.02% | +3,698 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,709 | $287.6K | 0.04% | +955+34.7% | Added |
| HCR Wealth Advisors | 3,711 | $287.8K | 0.03% | 00.0% | Unchanged |
| Nolet Wealth Management, LLC | 3,714 | $288.0K | 0.16% | +1,181+46.6% | Added |
| Plan Group Financial, LLC | 3,722 | $288.6K | 0.06% | −1,184−24.1% | Reduced |
| Tandem Capital Management Corp | 3,725 | $288.8K | 0.12% | +475+14.6% | Added |
| Red Door Wealth Management, LLC | 3,743 | $290.2K | 0.03% | +100+2.7% | Added |
| Old Mission Investment Co LLC | 3,762 | $291.7K | 0.06% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 3,776 | $292.9K | 0.03% | +60+1.6% | Added |
| Ewa, LLC | 3,786 | $293.5K | 0.05% | +1,612+74.1% | Added |
| North Star Asset Management Inc | 3,787 | $293.6K | 0.01% | +277+7.9% | Added |
| JFS Wealth Advisors, LLC | 3,790 | $293.9K | 0.01% | −536−12.4% | Reduced |
| 55 North Private Wealth, LLC | 3,798 | $294.5K | 0.06% | +703+22.7% | Added |
| Winton Group Ltd | 3,800 | $294.7K | 0.01% | +3,800 | New |
| Cornerstone Wealth Group, LLC | 3,810 | $295.5K | 0.02% | +744+24.3% | Added |
| Facet Wealth, Inc. | 3,816 | $295.9K | 0.00% | +1,219+46.9% | Added |
| Capital Advisors Wealth Management, LLC | 3,817 | $296.0K | 0.03% | +3,817 | New |
| Aspen Grove Capital, LLC | 3,827 | $296.8K | 0.04% | −58−1.5% | Reduced |
| Purkiss Capital Advisors LLC | 3,832 | $297.1K | 0.11% | +293+8.3% | Added |
| Diligent Investors, LLC | 3,835 | $297.4K | 0.07% | −397−9.4% | Reduced |
| Seven Mile Advisory | 3,837 | $297.5K | 0.20% | +66+1.8% | Added |
| Naples Global Advisors, LLC | 3,837 | $297.5K | 0.02% | +96+2.6% | Added |
| Xponance, Inc. | 3,839 | $297.7K | 0.00% | +3,839 | New |
| BIP Wealth, LLC | 3,841 | $297.8K | 0.01% | +941+32.4% | Added |
| Comprehensive Money Management Services LLC | 3,857 | $299.1K | 0.19% | +400+11.6% | Added |
| Sepio Capital, LP | 3,859 | $299.2K | 0.02% | −473−10.9% | Reduced |
| Diversified Enterprises, LLC | 3,866 | $299.8K | 0.01% | −307−7.4% | Reduced |
| Greenline Partners, LLC | 3,875 | $300.5K | 0.03% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 3,882 | $301.0K | 0.08% | +1,124+40.8% | Added |
| Keudell/Morrison Wealth Management | 3,885 | $301.2K | 0.06% | −97−2.4% | Reduced |
| Cape Investment Advisory, Inc. | 3,893 | $301.9K | 0.08% | −3−0.1% | Reduced |
| Triad Wealth Partners, LLC | 3,323 | $302.7K | 0.02% | −173−4.9% | Reduced |
| Mayflower Financial Advisors, LLC | 3,904 | $302.7K | 0.03% | +893+29.7% | Added |
| Wellington Shields & Co., LLC | 3,910 | $303.2K | 0.07% | −514−11.6% | Reduced |
| VestGen Advisors, LLC | 3,916 | $303.7K | 0.01% | −283−6.7% | Reduced |
| Abundance Wealth Counselors | 3,918 | $303.8K | 0.02% | +1,500+62.0% | Added |
| Johnson Financial Group, LLC | 3,924 | $304.3K | 0.02% | +455+13.1% | Added |