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 |
|---|---|---|---|---|---|
| United Advisor Group, LLC | 3,463 | $268.5K | 0.03% | +42+1.2% | Added |
| RHS Financial, LLC | 3,462 | $268.4K | 0.11% | −1,059−23.4% | Reduced |
| Werba Rubin Papier Wealth Management | 3,451 | $267.6K | 0.03% | +65+1.9% | Added |
| Chapin Davis, Inc. | 3,424 | $265.5K | 0.05% | +448+15.1% | Added |
| Compagnie Lombard Odier SCmA | 3,400 | $263.6K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 3,400 | $263.6K | 0.08% | +365+12.0% | Added |
| Berkshire Asset Management LLC | 3,383 | $262.3K | 0.01% | +62+1.9% | Added |
| Atlas Capital Advisors LLC | 3,376 | $261.8K | 0.03% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 3,130 | $261.7K | 0.02% | 00.0% | Unchanged |
| Park Capital Management, LLC | 3,370 | $261.3K | 0.15% | −184−5.2% | Reduced |
| Braun-Bostich & Associates Inc. | 3,368 | $261.2K | 0.15% | +28+0.8% | Added |
| New Wave Wealth Advisors LLC | 3,366 | $261.0K | 0.07% | +965+40.2% | Added |
| 44 Wealth Management LLC | 3,358 | $260.4K | 0.09% | +496+17.3% | Added |
| Seeds Investor LLC | 3,354 | $260.1K | 0.03% | −159−4.5% | Reduced |
| Palisade Asset Management, LLC | 3,350 | $259.8K | 0.02% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,348 | $259.6K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 3,344 | $259.3K | 0.03% | −111−3.2% | Reduced |
| Baldwin Investment Management, LLC | 3,343 | $259.2K | 0.03% | −286−7.9% | Reduced |
| Tevis Investment Management | 3,329 | $258.1K | 0.14% | 00.0% | Unchanged |
| Plancorp, LLC | 3,071 | $257.9K | 0.01% | −4,342−58.6% | Reduced |
| Financial & Tax Architects, LLC | 3,318 | $257.3K | 0.05% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 3,316 | $257.2K | 0.03% | +3,316 | New |
| Corps Capital Advisors, LLC | 3,316 | $257.1K | 0.21% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,314 | $257.0K | 0.01% | +231+7.5% | Added |
| Zacks Investment Management | 3,311 | $256.8K | 0.00% | −1,424−30.1% | Reduced |
| Principal Street Partners, LLC | 3,308 | $256.5K | 0.04% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 3,308 | $256.5K | 0.03% | +3,308 | New |
| Riverbridge Partners LLC | 3,278 | $254.2K | 0.01% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 3,277 | $254.1K | 0.03% | +77+2.4% | Added |
| Vanguard National Trust Co | 3,272 | $253.7K | 0.01% | +2,150+191.6% | Added |
| Barclays PLC | 3,271 | $253.6K | 0.00% | +2,392+272.1% | Added |
| Linscomb & Williams, Inc. | 3,269 | $253.5K | 0.01% | −684−17.3% | Reduced |
| Perennial Investment Advisors, LLC | 3,246 | $251.7K | 0.02% | −262−7.5% | Reduced |
| Clarus Group, Inc. | 3,245 | $251.6K | 0.09% | +10+0.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,237 | $251.0K | 0.02% | +41+1.3% | Added |
| Beverly Hills Private Wealth, LLC | 3,235 | $250.8K | 0.05% | −4,158−56.2% | Reduced |
| Trinity Legacy Partners, LLC | 2,919 | $248.3K | 0.05% | −6−0.2% | Reduced |
| Bulltick Wealth Management, LLC | 3,201 | $248.2K | 0.05% | −1,305−29.0% | Reduced |
| SeaBridge Investment Advisors LLC | 3,200 | $248.1K | 0.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,182 | $246.8K | 0.01% | +190+6.4% | Added |
| Roman Butler Fullerton & Co | 2,934 | $246.4K | 0.06% | +5+0.2% | Added |
| Counterweight Ventures, LLC | 3,175 | $246.2K | 0.12% | 00.0% | Unchanged |
| Tufton Capital Management | 3,178 | $246.0K | 0.04% | +78+2.5% | Added |
| Granite Investment Partners, LLC | 3,158 | $244.9K | 0.01% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 3,156 | $244.7K | 0.19% | −456−12.6% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 3,153 | $244.0K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,136 | $243.2K | 0.03% | +3,136 | New |
| M1 Capital Management LLC | 3,133 | $242.9K | 0.09% | 00.0% | Unchanged |
| Cypress Capital Group | 3,121 | $242.0K | 0.02% | +582+22.9% | Added |
| Dunhill Financial, LLC | 3,115 | $241.6K | 0.05% | +2+0.1% | Added |
| Focus Financial Network, Inc. | 3,087 | $239.4K | 0.01% | +10.0% | Added |
| Cardinal Point Capital Management, ULC | 3,080 | $238.8K | 0.01% | −32−1.0% | Reduced |
| West Michigan Advisors, LLC | 3,079 | $238.7K | 0.05% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 3,075 | $238.4K | 0.01% | +112+3.8% | Added |
| Addison Capital Co | 3,068 | $237.9K | 0.04% | +97+3.3% | Added |
| Roundview Capital LLC | 3,067 | $237.8K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,050 | $236.5K | 0.10% | −100−3.2% | Reduced |
| Marex Group plc | 3,050 | $236.5K | 0.00% | +3,050 | New |
| Charles Schwab Trust Co | 3,048 | $236.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,029 | $234.9K | 0.01% | +1,092+56.4% | Added |
| CFM Wealth Partners LLC | 3,020 | $234.2K | 0.03% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,000 | $233.0K | 0.01% | −86−2.8% | Reduced |
| Wedgewood Investors Inc | 3,000 | $232.6K | 0.24% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 3,000 | $232.6K | 0.13% | 00.0% | Unchanged |
| Pavaki Capital Management LLC | 3,000 | $232.6K | 0.13% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,994 | $232.2K | 0.04% | +9+0.3% | Added |
| Ridge Creek Global, Inc | 2,983 | $231.3K | 0.18% | −110−3.6% | Reduced |
| Ethos Financial Group, LLC | 2,613 | $230.9K | 0.02% | +2,613 | New |
| Choice Wealth Advisors, LLC | 2,976 | $230.8K | 0.08% | 00.0% | Unchanged |
| Marin Bay Wealth Advisors, LLC | 2,967 | $230.1K | 0.12% | −41−1.4% | Reduced |
| Greatmark Investment Partners, Inc. | 2,943 | $228.2K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,943 | $228.2K | 0.09% | +42+1.4% | Added |
| Narus Financial Partners, LLC | 2,928 | $227.0K | 0.06% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 2,919 | $226.3K | 0.02% | +2,919 | New |
| Founders Financial Alliance, LLC | 2,904 | $225.2K | 0.03% | −312−9.7% | Reduced |
| Oxinas Partners Wealth Management LLC | 2,901 | $225.0K | 0.09% | −128−4.2% | Reduced |
| Fort Washington Investment Advisors Inc | 2,901 | $224.9K | 0.00% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,875 | $222.9K | 0.03% | +15+0.5% | Added |
| 1st Source Bank | 2,860 | $221.8K | 0.01% | −26−0.9% | Reduced |
| Purpose Unlimited Inc. | 2,838 | $220.6K | 0.01% | −11−0.4% | Reduced |
| Holistic Financial Partners | 2,838 | $220.1K | 0.13% | −10−0.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 2,836 | $219.9K | 0.05% | +954+50.7% | Added |
| Spinnaker Trust | 2,833 | $219.7K | 0.01% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 2,829 | $219.4K | 0.05% | +423+17.6% | Added |
| Krilogy Financial LLC | 2,825 | $219.0K | 0.01% | −749−21.0% | Reduced |
| Elevated Private Wealth, LLC | 2,823 | $218.9K | 0.21% | +2,823 | New |
| Trust Co | 2,820 | $218.7K | 0.02% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 2,820 | $218.6K | 0.08% | −689−19.6% | Reduced |
| Canandaigua National Bank & Trust Co | 2,816 | $218.4K | 0.02% | +2,816 | New |
| DV Trading LLC | 2,800 | $217.1K | 0.02% | +2,800 | New |
| Elite Life Management LLC | 2,461 | $216.0K | 0.25% | 00.0% | Unchanged |
| XML Financial, LLC | 2,777 | $215.3K | 0.02% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 2,773 | $215.0K | 0.01% | +240+9.5% | Added |
| NorthCrest Asset Manangement, LLC | 2,635 | $214.4K | 0.01% | −111−4.0% | Reduced |
| Silver Oak Securities, Inc | 2,762 | $214.2K | 0.01% | −12−0.4% | Reduced |
| Crusonia Wealth Advisors LLC | 2,736 | $212.1K | 0.03% | +2,736 | New |
| Hanson & Doremus Investment Management | 2,728 | $212.0K | 0.02% | 00.0% | Unchanged |
| Boltwood Capital Management | 2,725 | $211.3K | 0.05% | +250+10.1% | Added |
| 49 Wealth Management, LLC | 2,720 | $210.9K | 0.04% | +2,720 | New |
| Alongside, LLC | 2,720 | $210.9K | 0.04% | +2,720 | New |