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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 4,211 | $326.5K | 0.06% | −670−13.7% | Reduced |
| St Germain D J Co Inc | 4,209 | $326.4K | 0.01% | +390+10.2% | Added |
| Mattson Financial Services, LLC | 3,824 | $325.3K | 0.07% | −24−0.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,191 | $325.0K | 0.02% | −2,264−35.1% | Reduced |
| Weinberger Asset Management, Inc | 3,521 | $323.9K | 0.10% | 00.0% | Unchanged |
| Hara Capital LLC | 4,170 | $323.3K | 0.17% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,168 | $323.2K | 0.15% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 4,158 | $322.4K | 0.02% | −36−0.9% | Reduced |
| Marco Investment Management LLC | 4,123 | $319.7K | 0.02% | +251+6.5% | Added |
| Southeast Asset Advisors Inc. | 4,115 | $319.1K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 4,105 | $318.3K | 0.01% | +933+29.4% | Added |
| Lafayette Investments, Inc. | 4,103 | $318.1K | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 4,069 | $315.5K | 0.03% | +4+0.1% | Added |
| Welch Group, LLC | 4,068 | $315.4K | 0.01% | −47−1.1% | Reduced |
| Titleist Asset Management, LLC | 4,057 | $314.5K | 0.02% | −339−7.7% | Reduced |
| Planned Solutions, Inc. | 4,056 | $314.5K | 0.09% | +173+4.5% | Added |
| Horizon Investments, LLC | 4,046 | $313.7K | 0.00% | −3,842−48.7% | Reduced |
| Picton Mahoney Asset Management | 8,075 | $313.7K | 0.00% | −3,525−30.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,032 | $312.6K | 0.09% | +12+0.3% | Added |
| Successful Portfolios LLC | 3,804 | $311.9K | 0.15% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 4,000 | $310.2K | 0.08% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,997 | $309.9K | 0.01% | +3,997 | New |
| Syverson Strege & Co | 3,993 | $309.6K | 0.07% | −148−3.6% | Reduced |
| Gillespie Robinson & Grimm Inc | 3,989 | $309.3K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 3,984 | $308.9K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,979 | $308.5K | 0.01% | −3−0.1% | Reduced |
| Advisortrust Partners, LLC | 3,969 | $307.8K | 0.11% | +210+5.6% | Added |
| Flatrock Wealth Partners LLC | 3,940 | $305.5K | 0.12% | +15+0.4% | Added |
| Ballew Advisors, Inc | 3,909 | $305.0K | 0.16% | +5+0.1% | Added |
| Jacobi Capital Management LLC | 3,933 | $305.0K | 0.01% | +19+0.5% | Added |
| Johnson Financial Group, LLC | 3,924 | $304.3K | 0.02% | +455+13.1% | Added |
| Abundance Wealth Counselors | 3,918 | $303.8K | 0.02% | +1,500+62.0% | Added |
| VestGen Advisors, LLC | 3,916 | $303.7K | 0.01% | −283−6.7% | Reduced |
| Wellington Shields & Co., LLC | 3,910 | $303.2K | 0.07% | −514−11.6% | Reduced |
| Mayflower Financial Advisors, LLC | 3,904 | $302.7K | 0.03% | +893+29.7% | Added |
| Triad Wealth Partners, LLC | 3,323 | $302.7K | 0.02% | −173−4.9% | Reduced |
| Cape Investment Advisory, Inc. | 3,893 | $301.9K | 0.08% | −3−0.1% | Reduced |
| Keudell/Morrison Wealth Management | 3,885 | $301.2K | 0.06% | −97−2.4% | Reduced |
| Independent Wealth Network Inc. | 3,882 | $301.0K | 0.08% | +1,124+40.8% | Added |
| Greenline Partners, LLC | 3,875 | $300.5K | 0.03% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 3,866 | $299.8K | 0.01% | −307−7.4% | Reduced |
| Sepio Capital, LP | 3,859 | $299.2K | 0.02% | −473−10.9% | Reduced |
| Comprehensive Money Management Services LLC | 3,857 | $299.1K | 0.19% | +400+11.6% | Added |
| BIP Wealth, LLC | 3,841 | $297.8K | 0.01% | +941+32.4% | Added |
| Xponance, Inc. | 3,839 | $297.7K | 0.00% | +3,839 | New |
| Naples Global Advisors, LLC | 3,837 | $297.5K | 0.02% | +96+2.6% | Added |
| Seven Mile Advisory | 3,837 | $297.5K | 0.20% | +66+1.8% | Added |
| Diligent Investors, LLC | 3,835 | $297.4K | 0.07% | −397−9.4% | Reduced |
| Purkiss Capital Advisors LLC | 3,832 | $297.1K | 0.11% | +293+8.3% | Added |
| Aspen Grove Capital, LLC | 3,827 | $296.8K | 0.04% | −58−1.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,817 | $296.0K | 0.03% | +3,817 | New |
| Facet Wealth, Inc. | 3,816 | $295.9K | 0.00% | +1,219+46.9% | Added |
| Cornerstone Wealth Group, LLC | 3,810 | $295.5K | 0.02% | +744+24.3% | Added |
| Winton Group Ltd | 3,800 | $294.7K | 0.01% | +3,800 | New |
| 55 North Private Wealth, LLC | 3,798 | $294.5K | 0.06% | +703+22.7% | Added |
| JFS Wealth Advisors, LLC | 3,790 | $293.9K | 0.01% | −536−12.4% | Reduced |
| North Star Asset Management Inc | 3,787 | $293.6K | 0.01% | +277+7.9% | Added |
| Ewa, LLC | 3,786 | $293.5K | 0.05% | +1,612+74.1% | Added |
| NWF Advisory Services Inc. | 3,776 | $292.9K | 0.03% | +60+1.6% | Added |
| Old Mission Investment Co LLC | 3,762 | $291.7K | 0.06% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 3,743 | $290.2K | 0.03% | +100+2.7% | Added |
| Tandem Capital Management Corp | 3,725 | $288.8K | 0.12% | +475+14.6% | Added |
| Plan Group Financial, LLC | 3,722 | $288.6K | 0.06% | −1,184−24.1% | Reduced |
| Nolet Wealth Management, LLC | 3,714 | $288.0K | 0.16% | +1,181+46.6% | Added |
| HCR Wealth Advisors | 3,711 | $287.8K | 0.03% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,709 | $287.6K | 0.04% | +955+34.7% | Added |
| American National Bank | 3,698 | $286.7K | 0.02% | +3,698 | New |
| Abacus Planning Group, Inc. | 3,686 | $285.8K | 0.04% | −812−18.1% | Reduced |
| Lyell Wealth Management, LP | 3,685 | $285.7K | 0.02% | +3,685 | New |
| Cove Private Wealth, LLC | 3,655 | $283.4K | 0.05% | 00.0% | Unchanged |
| Sentry LLC | 3,642 | $282.4K | 0.08% | 00.0% | Unchanged |
| Clear Trail Advisors, LLC | 3,641 | $282.3K | 0.04% | −446−10.9% | Reduced |
| Tyche Wealth Partners LLC | 3,638 | $282.1K | 0.04% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,637 | $282.0K | 0.05% | −1,679−31.6% | Reduced |
| Goodman Financial Corp | 3,626 | $281.2K | 0.04% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,625 | $281.1K | 0.10% | −50−1.4% | Reduced |
| First Citizens Bank & Trust Co | 3,623 | $280.9K | 0.00% | −440−10.8% | Reduced |
| Oakworth Capital, Inc. | 3,633 | $280.8K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3,612 | $280.0K | 0.01% | −7−0.2% | Reduced |
| LVW Advisors, LLC | 3,609 | $279.8K | 0.02% | +467+14.9% | Added |
| CRA Financial Services, LLC | 3,605 | $279.5K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,604 | $279.5K | 0.01% | +394+12.3% | Added |
| Bluefin Capital Management, LLC | 3,600 | $279.1K | 0.08% | +3,600 | New |
| Woodward Diversified Capital, LLC | 3,590 | $278.4K | 0.12% | −228−6.0% | Reduced |
| PFG Private Wealth Management, LLC | 3,578 | $277.4K | 0.12% | +130+3.8% | Added |
| Brown Financial Advisors | 3,567 | $276.6K | 0.10% | −82−2.2% | Reduced |
| Berger Financial Group, Inc | 3,566 | $276.5K | 0.01% | +48+1.4% | Added |
| Broadwater Capital Management LLC | 3,565 | $276.4K | 0.20% | −360−9.2% | Reduced |
| Kozak & Associates, Inc. | 3,598 | $275.5K | 0.05% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,528 | $273.6K | 0.02% | +36+1.0% | Added |
| Rehmann Capital Advisory Group | 3,521 | $273.0K | 0.01% | −228−6.1% | Reduced |
| Legacy Wealth Advisors, LLC | 3,506 | $271.9K | 0.12% | −98−2.7% | Reduced |
| Tranquility Partners, LLC | 3,503 | $271.6K | 0.09% | +166+5.0% | Added |
| Advocate Investing Services LLC | 3,500 | $271.4K | 0.21% | 00.0% | Unchanged |
| MidFirst Bank | 3,497 | $271.2K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 3,496 | $271.1K | 0.04% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 3,521 | $270.8K | 0.03% | −9−0.3% | Reduced |
| FSM Wealth Advisors, LLC | 3,492 | $270.8K | 0.03% | +3,492 | New |
| Triune Financial Partners, LLC | 3,491 | $270.7K | 0.06% | +35+1.0% | Added |
| 17 Capital Partners, LLC | 3,486 | $270.3K | 0.12% | 00.0% | Unchanged |