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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 3,933 | $305.0K | 0.01% | +19+0.5% | Added |
| Ballew Advisors, Inc | 3,909 | $305.0K | 0.16% | +5+0.1% | Added |
| Flatrock Wealth Partners LLC | 3,940 | $305.5K | 0.12% | +15+0.4% | Added |
| Advisortrust Partners, LLC | 3,969 | $307.8K | 0.11% | +210+5.6% | Added |
| Salem Investment Counselors Inc | 3,979 | $308.5K | 0.01% | −3−0.1% | Reduced |
| ESL Trust Services, LLC | 3,984 | $308.9K | 0.05% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 3,989 | $309.3K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 3,993 | $309.6K | 0.07% | −148−3.6% | Reduced |
| Heritage Wealth Advisors | 3,997 | $309.9K | 0.01% | +3,997 | New |
| Accretive Wealth Partners, LLC | 4,000 | $310.2K | 0.08% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,804 | $311.9K | 0.15% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 4,032 | $312.6K | 0.09% | +12+0.3% | Added |
| Picton Mahoney Asset Management | 8,075 | $313.7K | 0.00% | −3,525−30.4% | Reduced |
| Horizon Investments, LLC | 4,046 | $313.7K | 0.00% | −3,842−48.7% | Reduced |
| Planned Solutions, Inc. | 4,056 | $314.5K | 0.09% | +173+4.5% | Added |
| Titleist Asset Management, LLC | 4,057 | $314.5K | 0.02% | −339−7.7% | Reduced |
| Welch Group, LLC | 4,068 | $315.4K | 0.01% | −47−1.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,069 | $315.5K | 0.03% | +4+0.1% | Added |
| Lafayette Investments, Inc. | 4,103 | $318.1K | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 4,105 | $318.3K | 0.01% | +933+29.4% | Added |
| Southeast Asset Advisors Inc. | 4,115 | $319.1K | 0.03% | 00.0% | Unchanged |
| Marco Investment Management LLC | 4,123 | $319.7K | 0.02% | +251+6.5% | Added |
| Clear Harbor Asset Management, LLC | 4,158 | $322.4K | 0.02% | −36−0.9% | Reduced |
| Signature Wealth Management Partners, LLC | 4,168 | $323.2K | 0.15% | 00.0% | Unchanged |
| Hara Capital LLC | 4,170 | $323.3K | 0.17% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 3,521 | $323.9K | 0.10% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 4,191 | $325.0K | 0.02% | −2,264−35.1% | Reduced |
| Mattson Financial Services, LLC | 3,824 | $325.3K | 0.07% | −24−0.6% | Reduced |
| St Germain D J Co Inc | 4,209 | $326.4K | 0.01% | +390+10.2% | Added |
| Alliance Wealth Advisors, LLC | 4,211 | $326.5K | 0.06% | −670−13.7% | Reduced |
| Westmount Partners, LLC | 4,212 | $326.6K | 0.07% | +20.0% | Added |
| Shulman DeMeo Asset Management LLC | 4,217 | $327.0K | 0.06% | −7−0.2% | Reduced |
| Stokes Family Office, LLC | 4,218 | $327.1K | 0.04% | −55−1.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,223 | $327.4K | 0.07% | −105−2.4% | Reduced |
| Ancora Advisors, LLC | 4,228 | $327.8K | 0.01% | −1,991−32.0% | Reduced |
| Doliver Advisors, LP | 4,228 | $327.8K | 0.07% | −71−1.7% | Reduced |
| Alchemi Wealth, LLC | 4,227 | $327.9K | 0.15% | +300+7.6% | Added |
| Klingman & Associates, LLC | 4,231 | $328.1K | 0.01% | +297+7.5% | Added |
| Boston Private Wealth LLC | 4,238 | $328.6K | 0.02% | −405−8.7% | Reduced |
| Foster Group, Inc. | 4,244 | $329.1K | 0.01% | +667+18.6% | Added |
| American Money Management, LLC | 4,249 | $329.4K | 0.05% | −350−7.6% | Reduced |
| Financial Engines Advisors L.L.C. | 4,250 | $329.5K | 0.00% | +2,093+97.0% | Added |
| First Foundation Advisors | 4,253 | $329.8K | 0.01% | −228−5.1% | Reduced |
| TritonPoint Partners, LLC | 4,255 | $329.9K | 0.03% | +4,255 | New |
| Founders Financial Securities LLC | 4,265 | $330.7K | 0.02% | +6+0.1% | Added |
| Keebeck Wealth Management, LLC | 4,266 | $330.8K | 0.03% | +937+28.1% | Added |
| Northside Capital Management, LLC | 4,285 | $332.3K | 0.03% | −225−5.0% | Reduced |
| Uhlmann Price Securities, LLC | 4,295 | $333.0K | 0.01% | +6+0.1% | Added |
| Hardman Johnston Global Advisors LLC | 4,300 | $333.4K | 0.01% | −700−14.0% | Reduced |
| Apeiron RIA LLC | 6,524 | $333.8K | 0.09% | +6,524 | New |
| Traveka Wealth, LLC | 4,313 | $334.4K | 0.11% | −27−0.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,325 | $335.4K | 0.02% | +1,733+66.9% | Added |
| RDA Financial Network | 4,330 | $335.7K | 0.07% | −7−0.2% | Reduced |
| Hexagon Capital Partners LLC | 4,337 | $336.3K | 0.05% | +843+24.1% | Added |
| Anchor Investment Management, LLC | 4,338 | $336.4K | 0.03% | −247−5.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 4,400 | $341.2K | 0.07% | 00.0% | Unchanged |
| Jain Global LLC | 4,406 | $341.6K | 0.00% | +4,406 | New |
| Grange Capital, LLC | 4,413 | $342.2K | 0.32% | −13−0.3% | Reduced |
| Cetera Trust Company, N.A | 4,415 | $342.3K | 0.17% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,423 | $343.0K | 0.02% | −432−8.9% | Reduced |
| Colter Lewis Investment Partners LLC | 4,427 | $343.3K | 0.15% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 4,438 | $344.1K | 0.05% | −13,204−74.8% | Reduced |
| Paragon Capital Management LLC | 4,438 | $344.1K | 0.16% | −500−10.1% | Reduced |
| First Financial Corp | 4,444 | $344.6K | 0.12% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 4,467 | $346.4K | 0.04% | +95+2.2% | Added |
| Cary Street Partner Investment Advisory LLC | 4,481 | $347.5K | 0.07% | +223+5.2% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,770 | $347.6K | 0.19% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 4,500 | $348.9K | 0.28% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,536 | $351.7K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 4,551 | $352.9K | 0.10% | −450−9.0% | Reduced |
| Phillips Wealth Planners LLC | 4,313 | $353.6K | 0.26% | +18+0.4% | Added |
| Vista Investment Partners II, LLC | 4,566 | $354.1K | 0.14% | +9+0.2% | Added |
| Tucker Asset Management LLC | 4,567 | $354.1K | 0.09% | −129−2.7% | Reduced |
| First Command Advisory Services, Inc. | 4,580 | $355.1K | 0.00% | +2,031+79.7% | Added |
| McAdam, LLC | 4,597 | $356.5K | 0.01% | −238−4.9% | Reduced |
| Home Federal Bank of Tennessee | 4,600 | $356.7K | 0.08% | +4,600 | New |
| RFG Advisory, LLC | 4,622 | $358.4K | 0.01% | +211+4.8% | Added |
| Simon Quick Advisors, LLC | 4,632 | $359.2K | 0.01% | −1,191−20.5% | Reduced |
| Alpha Omega Wealth Management LLC | 4,646 | $360.3K | 0.05% | −100−2.1% | Reduced |
| Breakwater Capital Group | 4,648 | $360.4K | 0.04% | +130+2.9% | Added |
| Greenfield Savings Bank | 4,654 | $360.9K | 0.14% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,659 | $361.0K | 0.01% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 4,687 | $363.4K | 0.03% | +2,151+84.8% | Added |
| Cache Advisors, LLC | 4,688 | $363.5K | 0.03% | 00.0% | Unchanged |
| Canopy Partners, LLC | 4,753 | $368.5K | 0.11% | +49+1.0% | Added |
| Fiduciary Alliance LLC | 4,755 | $368.7K | 0.02% | −5,954−55.6% | Reduced |
| Quotient Wealth Partners, LLC | 4,771 | $369.9K | 0.01% | −405−7.8% | Reduced |
| Rahlfs Capital, LLC | 4,777 | $370.4K | 0.27% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 4,785 | $371.0K | 0.20% | +1,534+47.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,785 | $371.0K | 0.01% | −489−9.3% | Reduced |
| Hardin Capital Partners, LLC | 4,789 | $371.7K | 0.17% | −516−9.7% | Reduced |
| Nations Financial Group Inc, | 4,794 | $371.7K | 0.02% | −329−6.4% | Reduced |
| North Star Investment Management Corp. | 4,795 | $371.8K | 0.02% | −45−0.9% | Reduced |
| Financial Management Professionals, Inc. | 4,800 | $372.2K | 0.04% | +137+2.9% | Added |
| Axxion S.A. | 4,812 | $373.1K | 0.03% | +4,812 | New |
| Saxon Interests, Inc. | 4,816 | $373.4K | 0.10% | +4,816 | New |
| Evergreen Wealth Solutions, LLC | 4,166 | $374.6K | 0.02% | +1,610+63.0% | Added |
| Silverlake Wealth Management LLC | 4,832 | $374.7K | 0.07% | +10.0% | Added |
| E&G Advisors, LP | 4,840 | $375.3K | 0.07% | −20−0.4% | Reduced |
| Ledyard National Bank | 4,843 | $375.5K | 0.03% | 00.0% | Unchanged |