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 |
|---|---|---|---|---|---|
| Atlas Brown,Inc. | 4,848 | $375.9K | 0.10% | 00.0% | Unchanged |
| Keystone Financial Group | 4,896 | $379.6K | 0.02% | +355+7.8% | Added |
| Ti-Trust, Inc | 4,920 | $381.5K | 0.21% | 00.0% | Unchanged |
| Insight 2811, Inc. | 4,920 | $381.5K | 0.15% | +20+0.4% | Added |
| Geneos Wealth Management Inc. | 4,929 | $382.2K | 0.01% | −3,347−40.4% | Reduced |
| OneAscent Financial Services LLC | 4,930 | $382.3K | 0.02% | −534−9.8% | Reduced |
| Templeton & Phillips Capital Management, LLC | 4,940 | $383.0K | 0.28% | +40+0.8% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $385.2K | 0.04% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 4,969 | $385.3K | 0.02% | −28−0.6% | Reduced |
| VPR Management LLC | 5,000 | $387.7K | 0.16% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 5,025 | $389.6K | 0.11% | +50+1.0% | Added |
| LaSalle St. Investment Advisors, LLC | 5,075 | $393.5K | 0.05% | −499−9.0% | Reduced |
| International Assets Investment Management, LLC | 5,149 | $394.3K | 0.02% | +1,056+25.8% | Added |
| Chicago Partners Investment Group LLC | 4,483 | $394.3K | 0.01% | +555+14.1% | Added |
| Soltis Investment Advisors LLC | 5,089 | $394.6K | 0.02% | −595−10.5% | Reduced |
| Lunt Capital Management, Inc. | 5,099 | $395.4K | 0.15% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 5,100 | $395.5K | 0.17% | 00.0% | Unchanged |
| Cullinan Associates Inc | 5,100 | $395.5K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 5,105 | $395.9K | 0.02% | +399+8.5% | Added |
| Foundations Investment Advisors, LLC | 5,108 | $396.1K | 0.00% | −3,818−42.8% | Reduced |
| KCM Investment Advisors LLC | 5,120 | $397.0K | 0.01% | −6−0.1% | Reduced |
| Element Wealth, LLC | 5,149 | $399.3K | 0.15% | +27+0.5% | Added |
| SNS Financial Group, LLC | 5,150 | $399.3K | 0.01% | +5,150 | New |
| Patten & Patten Inc | 5,160 | $400.1K | 0.02% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 5,169 | $400.8K | 0.01% | +204+4.1% | Added |
| Bridges Investment Management Inc | 5,193 | $402.7K | 0.00% | 00.0% | Unchanged |
| Lantz Financial LLC | 5,199 | $403.1K | 0.07% | −145−2.7% | Reduced |
| Venturi Wealth Management, LLC | 5,239 | $406.2K | 0.02% | +334+6.8% | Added |
| We Are One Seven, LLC | 5,251 | $407.2K | 0.01% | +1,185+29.1% | Added |
| Sax Wealth Advisors, LLC | 4,379 | $407.3K | 0.02% | +401+10.1% | Added |
| Fulton Bank, N.A. | 5,300 | $411.0K | 0.01% | +1,349+34.1% | Added |
| Northeast Investment Management | 5,304 | $411.3K | 0.02% | +75+1.4% | Added |
| PFS Partners, LLC | 5,344 | $414.4K | 0.17% | +50+0.9% | Added |
| KG&L Capital Management,LLC | 5,353 | $415.1K | 0.25% | +2,558+91.5% | Added |
| Capital Investment Advisory Services, LLC | 5,364 | $415.9K | 0.03% | −165−3.0% | Reduced |
| Encompass More Asset Management | 5,367 | $416.2K | 0.06% | −63−1.2% | Reduced |
| Brucke Financial, Inc. | 5,404 | $419.0K | 0.19% | +404+8.1% | Added |
| Berkeley Capital Partners, LLC | 5,406 | $419.2K | 0.09% | +231+4.5% | Added |
| Zions Bancorporation, National Association | 5,427 | $420.8K | 0.03% | −2,619−32.6% | Reduced |
| Puzo Michael J | 5,450 | $422.6K | 0.11% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 5,477 | $424.7K | 0.01% | −69−1.2% | Reduced |
| Csenge Advisory Group | 5,503 | $426.7K | 0.02% | +937+20.5% | Added |
| Gryphon Financial Partners LLC | 5,529 | $428.7K | 0.04% | −1,133−17.0% | Reduced |
| Vista Investment Partners LLC | 5,535 | $429.2K | 0.11% | +96+1.8% | Added |
| CFS Investment Advisory Services, LLC | 5,523 | $430.9K | 0.03% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 5,566 | $431.6K | 0.01% | +243+4.6% | Added |
| Bill Few Associates, Inc. | 5,602 | $434.4K | 0.09% | +43+0.8% | Added |
| Wulff, Hansen & Co. | 5,611 | $435.1K | 0.33% | 00.0% | Unchanged |
| Community Bank of Raymore | 5,650 | $438.1K | 0.26% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 5,665 | $439.3K | 0.03% | +889+18.6% | Added |
| Essex Financial Services, Inc. | 5,671 | $439.7K | 0.02% | +435+8.3% | Added |
| Simplicity Wealth,LLC | 5,691 | $441.3K | 0.01% | −3,498−38.1% | Reduced |
| Dopkins Wealth Management, LLC | 5,696 | $441.7K | 0.16% | +5,696 | New |
| Beaumont Financial Advisors, LLC | 5,700 | $442.0K | 0.03% | +270+5.0% | Added |
| Essex Savings Bank | 5,705 | $442.4K | 0.10% | −15−0.3% | Reduced |
| SFG Wealth Management, LLC. | 5,711 | $442.8K | 0.16% | +5,711 | New |
| Langley Wealth Management, LLC | 5,717 | $443.3K | 0.43% | +5,717 | New |
| Dynamic Technology Lab Private Ltd | 5,722 | $444.0K | 0.10% | +532+10.3% | Added |
| Cooper Financial Group | 5,731 | $444.4K | 0.04% | +1,716+42.7% | Added |
| Beaton Management Co. Inc. | 5,740 | $445.0K | 0.18% | −450−7.3% | Reduced |
| DSG Capital Advisors, LLC | 5,284 | $446.0K | 0.06% | +8+0.2% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 5,721 | $447.1K | 0.13% | −612−9.7% | Reduced |
| Advisors Capital Management, LLC | 5,791 | $449.1K | 0.00% | +1,388+31.5% | Added |
| ClearAlpha Technologies LP | 5,802 | $449.9K | 0.77% | −6,862−54.2% | Reduced |
| First National Bank of Hutchinson | 5,808 | $450.4K | 0.25% | −1,690−22.5% | Reduced |
| Sittner & Nelson, LLC | 5,828 | $451.9K | 0.14% | −169−2.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 5,831 | $452.2K | 0.01% | −3,737−39.1% | Reduced |
| Qtron Investments LLC | 5,836 | $452.5K | 0.06% | −10,391−64.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,838 | $452.6K | 0.04% | +100+1.7% | Added |
| Alessandra Capital Management, LLC | 5,844 | $453.1K | 0.32% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 5,855 | $454.0K | 0.27% | −357−5.7% | Reduced |
| Rexford Capital Inc | 5,858 | $454.2K | 0.28% | +249+4.4% | Added |
| Elevated Capital Advisors, LLC | 5,881 | $456.0K | 0.13% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,902 | $457.6K | 0.00% | +198+3.5% | Added |
| Personal Cfo Solutions, LLC | 5,936 | $460.3K | 0.07% | +6+0.1% | Added |
| Apella Capital, LLC | 5,650 | $463.3K | 0.01% | +1,603+39.6% | Added |
| Strategic Advisors LLC | 6,000 | $465.2K | 0.10% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 6,000 | $465.2K | 0.04% | 00.0% | Unchanged |
| GQG Partners LLC | 6,001 | $465.3K | 0.00% | 00.0% | Unchanged |
| Advisor OS, LLC | 6,006 | $465.7K | 0.03% | +523+9.5% | Added |
| Hamel Associates, Inc. | 6,050 | $466.4K | 0.13% | 00.0% | Unchanged |
| Trust Co of Virginia | 6,018 | $466.6K | 0.04% | +71+1.2% | Added |
| Resonant Capital Advisors, LLC | 6,021 | $466.9K | 0.02% | −1,514−20.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,047 | $468.9K | 0.09% | −42−0.7% | Reduced |
| Jackson Square Capital, LLC | 6,048 | $469.0K | 0.07% | +215+3.7% | Added |
| Hardy Reed LLC | 6,081 | $471.5K | 0.03% | −33−0.5% | Reduced |
| Riversedge Advisors, LLC | 6,083 | $471.7K | 0.06% | +1,202+24.6% | Added |
| Sig Brokerage, LP | 6,110 | $473.8K | 0.08% | +6,110 | New |
| NTV Asset Management LLC | 6,111 | $473.8K | 0.05% | −600−8.9% | Reduced |
| Venture Visionary Partners LLC | 6,114 | $474.1K | 0.01% | −62−1.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,142 | $476.3K | 0.12% | −25−0.4% | Reduced |
| Camden Capital, LLC | 6,144 | $476.4K | 0.02% | −590−8.8% | Reduced |
| Romano Brothers and Company | 6,150 | $476.9K | 0.05% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 6,170 | $478.4K | 0.01% | −20,694−77.0% | Reduced |
| Capital Advisors Inc | 6,201 | $480.8K | 0.01% | −260−4.0% | Reduced |
| Thrivent Financial for Lutherans | 6,265 | $485.0K | 0.00% | +213+3.5% | Added |
| R Squared Ltd | 6,266 | $485.9K | 0.26% | +6,266 | New |
| Wallace Advisory Group, LLC | 6,272 | $486.3K | 0.46% | +258+4.3% | Added |
| Gallacher Capital Management LLC | 6,278 | $486.8K | 0.27% | −5,440−46.4% | Reduced |
| Moneta Group Investment Advisors LLC | 6,287 | $487.5K | 0.00% | −324−4.9% | Reduced |