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 |
|---|---|---|---|---|---|
| Rossmore Private Capital | 6,298 | $488.3K | 0.04% | −10−0.2% | Reduced |
| Minot DeBlois Advisors LLC | 6,328 | $490.7K | 0.42% | +21+0.3% | Added |
| Avestar Capital, LLC | 6,328 | $490.7K | 0.03% | +439+7.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 6,366 | $493.6K | 0.11% | +40+0.6% | Added |
| Holistic Planning, LLC | 6,373 | $494.2K | 0.08% | +310+5.1% | Added |
| SFMG, LLC | 6,393 | $495.7K | 0.03% | +519+8.8% | Added |
| Vaughan David Investments LLC | 6,393 | $496.0K | 0.01% | −437−6.4% | Reduced |
| Marks Group Wealth Management, Inc | 6,437 | $499.1K | 0.04% | −1,079−14.4% | Reduced |
| Courier Capital LLC | 6,454 | $500.5K | 0.02% | +21+0.3% | Added |
| Gables Capital Management Inc. | 6,490 | $503.2K | 0.18% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 6,494 | $503.6K | 0.06% | +2,898+80.6% | Added |
| Angeles Wealth Management, LLC | 6,500 | $504.0K | 0.02% | −111−1.7% | Reduced |
| Davis R M Inc | 6,500 | $504.0K | 0.01% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,500 | $504.0K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 6,526 | $506.0K | 0.14% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 6,528 | $506.2K | 0.05% | +2,437+59.6% | Added |
| Cromwell Holdings LLC | 6,552 | $508.0K | 0.23% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 6,586 | $510.7K | 0.12% | 00.0% | Unchanged |
| DMG Group, LLC | 6,648 | $515.5K | 0.35% | −961−12.6% | Reduced |
| Avantra Family Wealth, Inc. | 6,651 | $515.7K | 0.33% | −5,217−44.0% | Reduced |
| Beacon Capital Management, LLC | 6,659 | $516.3K | 0.08% | −6−0.1% | Reduced |
| Peregrine Asset Advisers, Inc. | 6,659 | $516.3K | 0.11% | 00.0% | Unchanged |
| Anchyra Partners LLC | 6,696 | $519.2K | 0.12% | +113+1.7% | Added |
| Axxcess Wealth Management, LLC | 6,704 | $519.8K | 0.01% | +6,704 | New |
| Calton & Associates, Inc. | 6,722 | $521.2K | 0.08% | +4,148+161.1% | Added |
| Broyhill Asset Management | 6,740 | $522.6K | 0.46% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,741 | $522.7K | 0.02% | +435+6.9% | Added |
| Focused Alpha, LLC | 6,742 | $522.8K | 0.13% | −694−9.3% | Reduced |
| PFG Advisors | 6,744 | $522.9K | 0.03% | −2,743−28.9% | Reduced |
| Avant Capital LLC | 6,748 | $523.2K | 0.33% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 6,766 | $524.7K | 0.19% | −291−4.1% | Reduced |
| Portland Global Advisors LLC | 6,770 | $524.9K | 0.05% | 00.0% | Unchanged |
| New Republic Capital, LLC | 6,771 | $525.6K | 0.12% | −14−0.2% | Reduced |
| Capula Management Ltd | 6,819 | $528.7K | 0.00% | +6,819 | New |
| Wealth Alliance | 6,843 | $530.6K | 0.04% | −257−3.6% | Reduced |
| Financial Advisory Service, Inc. | 6,872 | $532.8K | 0.03% | +24+0.4% | Added |
| Nautilus Advisors LLC | 6,514 | $535.6K | 0.32% | +10+0.2% | Added |
| Seed Wealth Management, Inc. | 6,927 | $537.1K | 0.34% | 00.0% | Unchanged |
| LMCG Investments, LLC | 6,940 | $538.1K | 0.03% | +286+4.3% | Added |
| Woodmont Investment Counsel LLC | 6,973 | $540.7K | 0.03% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 6,578 | $540.9K | 0.10% | −105−1.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,984 | $541.5K | 0.01% | −1,182−14.5% | Reduced |
| Atlantic Trust, LLC | 6,996 | $542.4K | 0.07% | −203−2.8% | Reduced |
| Tred Avon Family Wealth, LLC | 7,018 | $544.2K | 0.17% | +85+1.2% | Added |
| Jupiter Topco LLC | 7,026 | $544.8K | 0.00% | +7,026 | New |
| Kavar Capital Partners Group, LLC | 7,046 | $546.3K | 0.07% | +123+1.8% | Added |
| Select Asset Management & Trust | 7,074 | $549.0K | 0.16% | 00.0% | Unchanged |
| Dorato Capital Management | 6,677 | $549.0K | 0.37% | +65+1.0% | Added |
| Schnieders Capital Management, LLC. | 7,095 | $550.1K | 0.07% | +210+3.1% | Added |
| Umb Bank N A | 7,120 | $552.1K | 0.01% | +11+0.2% | Added |
| AMG National Trust Bank | 7,152 | $554.6K | 0.01% | −467−6.1% | Reduced |
| Drive Wealth Management, LLC | 7,161 | $555.3K | 0.10% | +181+2.6% | Added |
| Investors Research Corp | 7,163 | $555.4K | 0.10% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 7,165 | $555.6K | 0.17% | −60−0.8% | Reduced |
| Washington Trust Co | 7,186 | $557.2K | 0.02% | +765+11.9% | Added |
| Kovack Advisors, Inc. | 7,284 | $558.4K | 0.03% | −447−5.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,210 | $559.1K | 0.00% | +98+1.4% | Added |
| Busey Wealth Management | 7,216 | $559.5K | 0.01% | −531−6.9% | Reduced |
| Trust Co of Vermont | 7,232 | $560.8K | 0.02% | +7,232 | New |
| SmartHarvest Portfolios, LLC | 7,315 | $567.2K | 0.18% | +4,291+141.9% | Added |
| Ascent Group, LLC | 7,354 | $570.2K | 0.02% | −549−6.9% | Reduced |
| Councilmark Asset Management, LLC | 7,390 | $573.0K | 0.30% | +35+0.5% | Added |
| Seamount Financial Group Inc | 7,402 | $574.0K | 0.23% | −925−11.1% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 7,432 | $576.3K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 7,451 | $577.8K | 0.00% | −217−2.8% | Reduced |
| Fielder Capital Group LLC | 7,469 | $579.2K | 0.13% | −536−6.7% | Reduced |
| Albert D Mason Inc | 7,471 | $579.3K | 0.33% | 00.0% | Unchanged |
| Boston Family Office LLC | 7,509 | $582.0K | 0.04% | −250−3.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 7,510 | $582.3K | 0.01% | −1,835−19.6% | Reduced |
| Mattern Wealth Management LLC | 7,520 | $583.1K | 0.10% | 00.0% | Unchanged |
| Private Trust Co NA | 7,531 | $583.9K | 0.05% | −395−5.0% | Reduced |
| Probity Advisors, Inc. | 7,532 | $584.0K | 0.08% | −226−2.9% | Reduced |
| Belpointe Asset Management LLC | 7,536 | $584.4K | 0.02% | +2,833+60.2% | Added |
| VeraBank, N.A. | 7,568 | $586.8K | 0.10% | −1,823−19.4% | Reduced |
| Chemistry Wealth Management LLC | 7,568 | $586.9K | 0.09% | −988−11.5% | Reduced |
| Bright Futures Wealth Management, LLC. | 7,636 | $592.1K | 0.38% | −1,913−20.0% | Reduced |
| Agf Management Ltd | 7,659 | $593.9K | 0.00% | +7,659 | New |
| BKD Wealth Advisors, LLC | 7,663 | $594.2K | 0.01% | +944+14.0% | Added |
| Aries Wealth Management | 7,672 | $594.9K | 0.12% | −290−3.6% | Reduced |
| NBT Bank N A | 7,761 | $601.8K | 0.04% | −405−5.0% | Reduced |
| GW Henssler & Associates Ltd | 7,781 | $603.3K | 0.03% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 7,201 | $607.9K | 0.03% | +277+4.0% | Added |
| Stock Yards Bank & Trust Co | 7,863 | $609.7K | 0.02% | −703−8.2% | Reduced |
| James Investment Research Inc | 7,882 | $611.2K | 0.06% | +484+6.5% | Added |
| Hollencrest Capital Management | 7,906 | $613.1K | 0.04% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 7,908 | $613.2K | 0.15% | −671−7.8% | Reduced |
| Ameritas Advisory Services, LLC | 7,926 | $614.6K | 0.01% | +1,540+24.1% | Added |
| Conning Inc. | 7,934 | $615.2K | 0.02% | +1,368+20.8% | Added |
| Vann Equity Management LLC | 7,942 | $615.8K | 0.37% | +122+1.6% | Added |
| Modern Wealth Management, LLC | 7,973 | $618.2K | 0.01% | +3,284+70.0% | Added |
| Bruce G. Allen Investments, LLC | 7,978 | $618.6K | 0.39% | −5−0.1% | Reduced |
| Principle Wealth Partners LLC | 7,979 | $618.7K | 0.03% | +339+4.4% | Added |
| Orion Investment Co | 7,989 | $619.5K | 0.18% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 8,006 | $620.8K | 0.13% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 8,015 | $621.5K | 0.48% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 8,040 | $623.4K | 0.01% | +188+2.4% | Added |
| Larry Mathis Financial Planning, LLC | 8,060 | $625.0K | 0.48% | −370−4.4% | Reduced |
| Westwood Holdings Group Inc. | 8,105 | $628.5K | 0.00% | +8,105 | New |
| Estabrook Capital Management | 8,115 | $629.2K | 0.09% | +500+6.6% | Added |
| Icon Wealth Advisors, LLC | 8,121 | $629.7K | 0.04% | −19−0.2% | Reduced |