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 |
|---|---|---|---|---|---|
| Sax Wealth Advisors, LLC | 4,379 | $407.3K | 0.02% | +401+10.1% | Added |
| We Are One Seven, LLC | 5,251 | $407.2K | 0.01% | +1,185+29.1% | Added |
| Venturi Wealth Management, LLC | 5,239 | $406.2K | 0.02% | +334+6.8% | Added |
| Lantz Financial LLC | 5,199 | $403.1K | 0.07% | −145−2.7% | Reduced |
| Bridges Investment Management Inc | 5,193 | $402.7K | 0.00% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 5,169 | $400.8K | 0.01% | +204+4.1% | Added |
| Patten & Patten Inc | 5,160 | $400.1K | 0.02% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 5,150 | $399.3K | 0.01% | +5,150 | New |
| Element Wealth, LLC | 5,149 | $399.3K | 0.15% | +27+0.5% | Added |
| KCM Investment Advisors LLC | 5,120 | $397.0K | 0.01% | −6−0.1% | Reduced |
| Foundations Investment Advisors, LLC | 5,108 | $396.1K | 0.00% | −3,818−42.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,105 | $395.9K | 0.02% | +399+8.5% | Added |
| 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 |
| Lunt Capital Management, Inc. | 5,099 | $395.4K | 0.15% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 5,089 | $394.6K | 0.02% | −595−10.5% | Reduced |
| Chicago Partners Investment Group LLC | 4,483 | $394.3K | 0.01% | +555+14.1% | Added |
| International Assets Investment Management, LLC | 5,149 | $394.3K | 0.02% | +1,056+25.8% | Added |
| LaSalle St. Investment Advisors, LLC | 5,075 | $393.5K | 0.05% | −499−9.0% | Reduced |
| AIMZ Investment Advisors, LLC | 5,025 | $389.6K | 0.11% | +50+1.0% | Added |
| VPR Management LLC | 5,000 | $387.7K | 0.16% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 4,969 | $385.3K | 0.02% | −28−0.6% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $385.2K | 0.04% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 4,940 | $383.0K | 0.28% | +40+0.8% | Added |
| OneAscent Financial Services LLC | 4,930 | $382.3K | 0.02% | −534−9.8% | Reduced |
| Geneos Wealth Management Inc. | 4,929 | $382.2K | 0.01% | −3,347−40.4% | Reduced |
| 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 |
| Keystone Financial Group | 4,896 | $379.6K | 0.02% | +355+7.8% | Added |
| Atlas Brown,Inc. | 4,848 | $375.9K | 0.10% | 00.0% | Unchanged |
| Ledyard National Bank | 4,843 | $375.5K | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 4,840 | $375.3K | 0.07% | −20−0.4% | Reduced |
| Silverlake Wealth Management LLC | 4,832 | $374.7K | 0.07% | +10.0% | Added |
| Evergreen Wealth Solutions, LLC | 4,166 | $374.6K | 0.02% | +1,610+63.0% | Added |
| Saxon Interests, Inc. | 4,816 | $373.4K | 0.10% | +4,816 | New |
| Axxion S.A. | 4,812 | $373.1K | 0.03% | +4,812 | New |
| Financial Management Professionals, Inc. | 4,800 | $372.2K | 0.04% | +137+2.9% | Added |
| North Star Investment Management Corp. | 4,795 | $371.8K | 0.02% | −45−0.9% | Reduced |
| Nations Financial Group Inc, | 4,794 | $371.7K | 0.02% | −329−6.4% | Reduced |
| Hardin Capital Partners, LLC | 4,789 | $371.7K | 0.17% | −516−9.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,785 | $371.0K | 0.01% | −489−9.3% | Reduced |
| Certior Financial Group, LLC | 4,785 | $371.0K | 0.20% | +1,534+47.2% | Added |
| Rahlfs Capital, LLC | 4,777 | $370.4K | 0.27% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,771 | $369.9K | 0.01% | −405−7.8% | Reduced |
| Fiduciary Alliance LLC | 4,755 | $368.7K | 0.02% | −5,954−55.6% | Reduced |
| Canopy Partners, LLC | 4,753 | $368.5K | 0.11% | +49+1.0% | Added |
| Cache Advisors, LLC | 4,688 | $363.5K | 0.03% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 4,687 | $363.4K | 0.03% | +2,151+84.8% | Added |
| Capital Analysts, LLC | 4,659 | $361.0K | 0.01% | 00.0% | Unchanged |
| Greenfield Savings Bank | 4,654 | $360.9K | 0.14% | 00.0% | Unchanged |
| Breakwater Capital Group | 4,648 | $360.4K | 0.04% | +130+2.9% | Added |
| Alpha Omega Wealth Management LLC | 4,646 | $360.3K | 0.05% | −100−2.1% | Reduced |
| Simon Quick Advisors, LLC | 4,632 | $359.2K | 0.01% | −1,191−20.5% | Reduced |
| RFG Advisory, LLC | 4,622 | $358.4K | 0.01% | +211+4.8% | Added |
| Home Federal Bank of Tennessee | 4,600 | $356.7K | 0.08% | +4,600 | New |
| McAdam, LLC | 4,597 | $356.5K | 0.01% | −238−4.9% | Reduced |
| First Command Advisory Services, Inc. | 4,580 | $355.1K | 0.00% | +2,031+79.7% | Added |
| Tucker Asset Management LLC | 4,567 | $354.1K | 0.09% | −129−2.7% | Reduced |
| Vista Investment Partners II, LLC | 4,566 | $354.1K | 0.14% | +9+0.2% | Added |
| Phillips Wealth Planners LLC | 4,313 | $353.6K | 0.26% | +18+0.4% | Added |
| Resurgent Financial Advisors LLC | 4,551 | $352.9K | 0.10% | −450−9.0% | Reduced |
| Carret Asset Management, LLC | 4,536 | $351.7K | 0.03% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 4,500 | $348.9K | 0.28% | 00.0% | Unchanged |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,770 | $347.6K | 0.19% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,481 | $347.5K | 0.07% | +223+5.2% | Added |
| Cypress Wealth Services, LLC | 4,467 | $346.4K | 0.04% | +95+2.2% | Added |
| First Financial Corp | 4,444 | $344.6K | 0.12% | 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 |
| Colter Lewis Investment Partners LLC | 4,427 | $343.3K | 0.15% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,423 | $343.0K | 0.02% | −432−8.9% | Reduced |
| Cetera Trust Company, N.A | 4,415 | $342.3K | 0.17% | 00.0% | Unchanged |
| Grange Capital, LLC | 4,413 | $342.2K | 0.32% | −13−0.3% | Reduced |
| Jain Global LLC | 4,406 | $341.6K | 0.00% | +4,406 | New |
| Kelly Lawrence W & Associates Inc | 4,400 | $341.2K | 0.07% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,338 | $336.4K | 0.03% | −247−5.4% | Reduced |
| Hexagon Capital Partners LLC | 4,337 | $336.3K | 0.05% | +843+24.1% | Added |
| RDA Financial Network | 4,330 | $335.7K | 0.07% | −7−0.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,325 | $335.4K | 0.02% | +1,733+66.9% | Added |
| Traveka Wealth, LLC | 4,313 | $334.4K | 0.11% | −27−0.6% | Reduced |
| Apeiron RIA LLC | 6,524 | $333.8K | 0.09% | +6,524 | New |
| Hardman Johnston Global Advisors LLC | 4,300 | $333.4K | 0.01% | −700−14.0% | Reduced |
| Uhlmann Price Securities, LLC | 4,295 | $333.0K | 0.01% | +6+0.1% | Added |
| Northside Capital Management, LLC | 4,285 | $332.3K | 0.03% | −225−5.0% | Reduced |
| Keebeck Wealth Management, LLC | 4,266 | $330.8K | 0.03% | +937+28.1% | Added |
| Founders Financial Securities LLC | 4,265 | $330.7K | 0.02% | +6+0.1% | Added |
| TritonPoint Partners, LLC | 4,255 | $329.9K | 0.03% | +4,255 | New |
| First Foundation Advisors | 4,253 | $329.8K | 0.01% | −228−5.1% | Reduced |
| Financial Engines Advisors L.L.C. | 4,250 | $329.5K | 0.00% | +2,093+97.0% | Added |
| American Money Management, LLC | 4,249 | $329.4K | 0.05% | −350−7.6% | Reduced |
| Foster Group, Inc. | 4,244 | $329.1K | 0.01% | +667+18.6% | Added |
| Boston Private Wealth LLC | 4,238 | $328.6K | 0.02% | −405−8.7% | Reduced |
| Klingman & Associates, LLC | 4,231 | $328.1K | 0.01% | +297+7.5% | Added |
| Alchemi Wealth, LLC | 4,227 | $327.9K | 0.15% | +300+7.6% | Added |
| Doliver Advisors, LP | 4,228 | $327.8K | 0.07% | −71−1.7% | Reduced |
| Ancora Advisors, LLC | 4,228 | $327.8K | 0.01% | −1,991−32.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,223 | $327.4K | 0.07% | −105−2.4% | Reduced |
| Stokes Family Office, LLC | 4,218 | $327.1K | 0.04% | −55−1.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,217 | $327.0K | 0.06% | −7−0.2% | Reduced |
| Westmount Partners, LLC | 4,212 | $326.6K | 0.07% | +20.0% | Added |