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 |
|---|---|---|---|---|---|
| Mairs & Power Inc | 8,132 | $630.6K | 0.01% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 8,141 | $631.3K | 0.31% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 8,165 | $633.1K | 0.06% | −584−6.7% | Reduced |
| Parsons Capital Management Inc | 8,171 | $633.6K | 0.03% | +914+12.6% | Added |
| Harrell Investment Partners, LLC | 8,212 | $636.8K | 0.14% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 8,279 | $642.0K | 0.02% | −500−5.7% | Reduced |
| InTrack Investment Management Inc | 8,292 | $643.0K | 0.32% | +94+1.1% | Added |
| Inscription Capital, LLC | 8,306 | $644.1K | 0.06% | −109−1.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 8,333 | $646.1K | 0.03% | −469−5.3% | Reduced |
| Catalytic Wealth RIA, LLC | 8,346 | $647.1K | 0.04% | +799+10.6% | Added |
| Pullen Investment Management, LLC | 8,351 | $647.5K | 0.30% | +104+1.3% | Added |
| Philadelphia Trust Co | 8,367 | $649.0K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 8,393 | $650.8K | 0.16% | +6,020+253.7% | Added |
| Grimes & Company, Inc. | 8,398 | $651.2K | 0.01% | +184+2.2% | Added |
| EverSource Wealth Advisors, LLC | 8,419 | $652.7K | 0.02% | −111−1.3% | Reduced |
| Altshuler Shaham Ltd | 8,436 | $654.1K | 0.01% | −4,673−35.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,464 | $656.3K | 0.14% | −37−0.4% | Reduced |
| Pure Financial Advisors, Inc. | 8,467 | $656.5K | 0.01% | +1,622+23.7% | Added |
| Pines Wealth Management, LLC | 8,472 | $656.9K | 0.19% | −798−8.6% | Reduced |
| Ignite Planners, LLC | 8,485 | $657.9K | 0.09% | +34+0.4% | Added |
| Spire Wealth Management | 8,492 | $658.5K | 0.02% | −26−0.3% | Reduced |
| Monticello Wealth Management, LLC | 8,504 | $659.4K | 0.04% | +72+0.9% | Added |
| Fortress Private Ledger, LLC | 8,513 | $660.1K | 0.18% | +573+7.2% | Added |
| Artesa Financial Group, LLC | 8,519 | $660.6K | 0.56% | −999−10.5% | Reduced |
| Xxi Wealth, LLC | 8,525 | $661.0K | 0.30% | +396+4.9% | Added |
| Equitable Trust Co | 8,571 | $664.6K | 0.03% | −2,489−22.5% | Reduced |
| National Philanthropic Trust | 8,587 | $665.8K | 0.01% | +508+6.3% | Added |
| Harmony Asset Management LLC | 8,607 | $667.4K | 0.18% | +100+1.2% | Added |
| Radnor Capital Management, LLC | 8,610 | $667.6K | 0.09% | 00.0% | Unchanged |
| Plan A Wealth LLC | 8,619 | $668.3K | 0.28% | +140+1.7% | Added |
| Dearborn Partners LLC | 8,625 | $668.8K | 0.04% | +1,256+17.0% | Added |
| RiverFront Investment Group, LLC | 8,628 | $669.0K | 0.01% | +2,513+41.1% | Added |
| Empower Advisory Group, LLC | 8,638 | $669.8K | 0.00% | +606+7.5% | Added |
| Brookstone Capital Management | 8,656 | $671.2K | 0.01% | +1,877+27.7% | Added |
| Henry James International Management, Inc. | 8,690 | $673.8K | 0.20% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 8,742 | $677.9K | 0.04% | +120+1.4% | Added |
| Fruth Investment Management | 8,776 | $680.0K | 0.16% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 8,797 | $682.1K | 0.22% | +305+3.6% | Added |
| Confluence Wealth Services, Inc. | 8,804 | $682.6K | 0.02% | +6,421+269.5% | Added |
| Crestwood Advisors Group LLC | 8,813 | $683.4K | 0.01% | +1,662+23.2% | Added |
| Wealthcare Advisory Partners LLC | 8,854 | $686.5K | 0.01% | −3,244−26.8% | Reduced |
| Shrier Wealth Management, LLC | 8,857 | $686.8K | 0.23% | +137+1.6% | Added |
| Eastern Bank | 8,979 | $696.2K | 0.01% | +1,882+26.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,012 | $698.8K | 0.01% | +307+3.5% | Added |
| Core Wealth Partners LLC | 9,049 | $701.7K | 0.30% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 8,158 | $703.2K | 0.05% | +769+10.4% | Added |
| Larson Financial Group LLC | 9,089 | $704.7K | 0.02% | +206+2.3% | Added |
| Daymark Wealth Partners, LLC | 9,090 | $704.9K | 0.02% | +32+0.4% | Added |
| NBC Securities, Inc. | 9,206 | $713.8K | 0.05% | −235−2.5% | Reduced |
| Old North State Trust, LLC | 9,210 | $714.0K | 0.37% | +607+7.1% | Added |
| Argent Trust Co | 9,218 | $714.8K | 0.02% | +2,250+32.3% | Added |
| Eagle Rock Investment Company, LLC | 9,250 | $717.2K | 0.09% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 9,257 | $718.0K | 0.08% | +350+3.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,320 | $722.7K | 0.02% | +5,051+118.3% | Added |
| Sigma Planning Corp | 9,336 | $723.9K | 0.02% | −320−3.3% | Reduced |
| EPG Wealth Management LLC | 9,338 | $724.0K | 0.17% | −3,901−29.5% | Reduced |
| Leuthold Group, LLC | 9,348 | $724.8K | 0.07% | −2,643−22.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9,362 | $725.9K | 0.01% | +910+10.8% | Added |
| Penbrook Management LLC | 9,400 | $728.9K | 0.46% | 00.0% | Unchanged |
| Investment Research Partners LLC | 9,433 | $731.4K | 0.25% | +2,200+30.4% | Added |
| Resources Investment Advisors, LLC. | 9,444 | $732.3K | 0.01% | −718−7.1% | Reduced |
| WSFS Capital Management, LLC | 9,454 | $733.1K | 0.03% | +50+0.5% | Added |
| LOM Asset Management Ltd | 9,530 | $739.0K | 0.19% | −520−5.2% | Reduced |
| Choate Investment Advisors | 9,542 | $739.9K | 0.01% | 00.0% | Unchanged |
| Welch & Forbes LLC | 9,557 | $741.0K | 0.01% | +1,804+23.3% | Added |
| Rosenberg Matthew Hamilton | 9,618 | $745.8K | 0.14% | +608+6.7% | Added |
| Archetype Wealth Partners | 9,621 | $746.0K | 0.09% | +96+1.0% | Added |
| First Wilshire Securities Management Inc | 9,630 | $746.7K | 0.15% | 00.0% | Unchanged |
| Haverford Trust Co | 9,710 | $752.9K | 0.01% | −468−4.6% | Reduced |
| W Advisors, LLC | 9,764 | $757.1K | 0.34% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9,771 | $757.6K | 0.06% | +1,616+19.8% | Added |
| Alhambra Investment Partners LLC | 9,811 | $760.7K | 0.33% | −638−6.1% | Reduced |
| Hayek Kallen Investment Management | 9,904 | $768.0K | 0.23% | −2,419−19.6% | Reduced |
| SALT Holding Corp. | 9,938 | $770.6K | 0.41% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 9,960 | $772.3K | 0.69% | −1,610−13.9% | Reduced |
| Landmark Wealth Management, LLC | 10,000 | $775.4K | 0.19% | 00.0% | Unchanged |
| Payne Capital LLC | 10,000 | $775.4K | 0.65% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 10,010 | $776.2K | 0.06% | −242−2.4% | Reduced |
| Aull & Monroe Investment Management Corp | 10,021 | $777.0K | 0.32% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10,078 | $781.4K | 0.01% | −2,209−18.0% | Reduced |
| Viewpoint Investment Partners Corp | 10,100 | $783.2K | 0.27% | +6,900+215.6% | Added |
| Gamco Investors, Inc. Et Al | 10,102 | $783.3K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 10,170 | $788.6K | 0.46% | 00.0% | Unchanged |
| Indivisible Partners | 10,174 | $788.9K | 0.04% | +1,450+16.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,213 | $791.9K | 0.00% | +941+10.1% | Added |
| Evelyn Partners Group Ltd | 10,251 | $794.9K | 0.01% | +10,251 | New |
| Nwam LLC | 10,266 | $796.1K | 0.04% | −376−3.5% | Reduced |
| Smith, Moore & Co. | 10,280 | $797.1K | 0.05% | −50.0% | Reduced |
| Koshinski Asset Management, Inc. | 10,318 | $800.1K | 0.04% | +896+9.5% | Added |
| Argonautica Private Wealth Management, Inc | 10,433 | $809.0K | 0.20% | +867+9.1% | Added |
| Wedmont Private Capital | 9,848 | $809.8K | 0.02% | −1,479−13.1% | Reduced |
| Shoker Investment Counsel, Inc. | 10,466 | $811.6K | 0.20% | +229+2.2% | Added |
| Frec Markets, Inc. | 10,469 | $811.8K | 0.07% | +1,209+13.1% | Added |
| Smithfield Trust Co | 10,524 | $815.0K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,614 | $816.1K | 0.04% | −372−3.4% | Reduced |
| Finivi Inc. | 10,546 | $817.7K | 0.42% | −92−0.9% | Reduced |
| Greenspring Advisors, LLC | 10,583 | $820.6K | 0.05% | +770+7.8% | Added |
| Revolve Wealth Partners, LLC | 10,594 | $821.5K | 0.09% | +10,594 | New |
| Fifth Third Wealth Advisors LLC | 10,613 | $822.9K | 0.02% | −84−0.8% | Reduced |
| Cura Wealth Advisors, LLC | 10,631 | $824.3K | 0.35% | −50.0% | Reduced |