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
Q3 2026 data is still coming in: 7 institutions have reported holding SHEL so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Waldron Private Wealth LLC | 2,720 | $210.9K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,718 | $210.8K | 0.03% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,714 | $210.4K | 0.03% | +106+4.1% | Added |
| CWA Asset Management Group, LLC | 2,711 | $210.2K | 0.01% | +12+0.4% | Added |
| Callahan Advisors, LLC | 2,710 | $210.1K | 0.02% | −1,285−32.2% | Reduced |
| Capital Performance Advisors LLP | 2,708 | $210.0K | 0.01% | −907−25.1% | Reduced |
| Thompson Investment Management, Inc. | 2,701 | $209.4K | 0.02% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 2,700 | $209.4K | 0.03% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 2,700 | $209.4K | 0.04% | +200+8.0% | Added |
| Arista Wealth Management, LLC | 2,695 | $209.0K | 0.02% | +50+1.9% | Added |
| Impact Capital Partners LLC | 2,687 | $208.3K | 0.06% | +41+1.5% | Added |
| Baron Wealth Management LLC | 2,677 | $207.6K | 0.05% | −2,077−43.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,662 | $206.4K | 0.08% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,657 | $206.1K | 0.01% | +2,091+369.4% | Added |
| Hourglass Capital, LLC | 2,650 | $205.5K | 0.04% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,649 | $205.4K | 0.02% | 00.0% | Unchanged |
| PFW Advisors LLC | 2,637 | $204.5K | 0.06% | −100−3.7% | Reduced |
| Keel Point, LLC | 2,635 | $204.3K | 0.01% | +296+12.7% | Added |
| Fortis Capital Advisors, LLC | 2,634 | $204.3K | 0.02% | +127+5.1% | Added |
| Indie Asset Partners, LLC | 2,615 | $202.8K | 0.19% | −1,450−35.7% | Reduced |
| Pennington Partners & Co., LLC | 2,614 | $202.7K | 0.06% | +2,614 | New |
| Walkner Condon Financial Advisors LLC | 3,021 | $202.2K | 0.02% | +3,021 | New |
| TIAA Wealth Investment Management LLC | 2,604 | $201.8K | 0.00% | +142+5.8% | Added |
| Disciplined Investors, L.L.C. | 2,600 | $201.6K | 0.10% | +11+0.4% | Added |
| Sage Mountain Advisors LLC | 2,599 | $201.5K | 0.01% | +2,599 | New |
| Barlow Wealth Partners, Inc. | 2,450 | $201.5K | 0.02% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 2,593 | $201.1K | 0.09% | +2,593 | New |
| Steel Peak Wealth Management LLC | 2,586 | $200.5K | 0.01% | +352+15.8% | Added |
| Purewater Capital LLC | 2,581 | $200.1K | 0.14% | −329−11.3% | Reduced |
| SHP Wealth Management | 2,557 | $198.3K | 0.01% | −36−1.4% | Reduced |
| Nisa Investment Advisors, LLC | 2,556 | $198.2K | 0.00% | +94+3.8% | Added |
| Twin Tree Management, LP | 2,507 | $194.4K | 0.03% | −5,357−68.1% | Reduced |
| First PREMIER Bank | 2,500 | $194.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,500 | $193.8K | 0.01% | −3,500−58.3% | Reduced |
| Essential Investment Partners LLC | 2,485 | $192.7K | 0.15% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,480 | $192.3K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,451 | $190.1K | 0.04% | +375+18.1% | Added |
| Aberdeen Wealth Management LLC | 2,425 | $188.0K | 0.09% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 2,400 | $186.1K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,394 | $185.6K | 0.01% | −264−9.9% | Reduced |
| Community Financial Services Group, LLC | 2,419 | $185.2K | 0.03% | 00.0% | Unchanged |
| Regatta Research & Money Management | 2,332 | $180.8K | 0.17% | +2,332 | New |
| Advisors Preferred, LLC | 2,313 | $180.5K | 0.03% | +2,313 | New |
| Foster Dykema Cabot & Partners, LLC | 2,327 | $180.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,307 | $178.9K | 0.01% | −4,349−65.3% | Reduced |
| Johnson Financial Group, Inc. | 2,303 | $178.6K | 0.01% | −1,901−45.2% | Reduced |
| Elgethun Capital Management | 2,272 | $176.2K | 0.02% | −89−3.8% | Reduced |
| Owl Creek Wealth Partners LLC | 2,232 | $173.1K | 0.05% | +304+15.8% | Added |
| Institute for Wealth Management, LLC. | 2,205 | $171.0K | 0.02% | −38−1.7% | Reduced |
| MTM Investment Management, LLC | 2,164 | $167.8K | 0.05% | +5+0.2% | Added |
| Avion Wealth | 2,142 | $166.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,097 | $162.6K | 0.04% | +327+18.5% | Added |
| Salomon & Ludwin, LLC | 2,091 | $160.1K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 2,000 | $155.1K | 0.02% | +1,000+100.0% | Added |
| McMillan Office, Inc. | 1,979 | $153.5K | 0.02% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 2,052 | $153.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 1,933 | $149.9K | 0.08% | −38−1.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,899 | $147.3K | 0.05% | +1,670+729.3% | Added |
| Riverview Trust Co | 1,889 | $146.5K | 0.17% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,886 | $146.2K | 0.07% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,763 | $136.7K | 0.01% | −1,400−44.3% | Reduced |
| Ameliora Wealth Management Ltd. | 1,720 | $133.4K | 0.04% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 1,707 | $132.4K | 0.05% | −12−0.7% | Reduced |
| McDonald Partners LLC | 1,695 | $131.4K | 0.03% | −774−31.3% | Reduced |
| BFSG, LLC | 1,619 | $125.5K | 0.01% | +139+9.4% | Added |
| Winthrop Capital Management, LLC | 1,616 | $125.0K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,597 | $123.8K | 0.01% | +34+2.2% | Added |
| Crews Bank & Trust | 1,568 | $121.6K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,542 | $119.7K | 0.04% | −261−14.5% | Reduced |
| Colonial Trust Advisors | 1,531 | $118.7K | 0.01% | +10+0.7% | Added |
| Indiana Trust & Investment Management CO | 1,521 | $117.9K | 0.03% | 00.0% | Unchanged |
| Chelsea Counsel Co | 1,512 | $117.2K | 0.05% | 00.0% | Unchanged |
| TSFG, LLC | 1,494 | $116.0K | 0.01% | +58+4.0% | Added |
| Grove Bank & Trust | 1,474 | $114.3K | 0.01% | −105−6.6% | Reduced |
| Acropolis Investment Management, LLC | 1,465 | $113.6K | 0.00% | −90−5.8% | Reduced |
| Rossby Financial, LCC | 1,402 | $108.7K | 0.02% | −263−15.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,388 | $107.6K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,222 | $107.3K | 0.01% | +7+0.6% | Added |
| Strategic Investment Advisors | 1,337 | $103.7K | 0.01% | +173+14.9% | Added |
| Princeton Global Asset Management LLC | 1,324 | $102.6K | 0.01% | +77+6.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,300 | $100.8K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,300 | $100.8K | 0.02% | +300+30.0% | Added |
| Chesapeake Asset Management LLC | 1,245 | $96.5K | 0.07% | 00.0% | Unchanged |
| City State Bank | 1,230 | $95.4K | 0.02% | −15−1.2% | Reduced |
| Action Point Financial Planning, LLC | 1,221 | $94.5K | 0.01% | +1,221 | New |
| Manchester Capital Management LLC | 1,217 | $94.4K | 0.01% | 00.0% | Unchanged |
| EFG International AG | 1,205 | $93.4K | 0.00% | +7+0.6% | Added |
| Turim 21 Investimentos Ltda. | 2,940 | $93.2K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,178 | $91.3K | 0.00% | −716−37.8% | Reduced |
| Asset Dedication, LLC | 1,177 | $91.3K | 0.01% | +231+24.4% | Added |
| BOK Financial Private Wealth, Inc. | 1,162 | $90.1K | 0.00% | +476+69.4% | Added |
| Beacon Investment Advisory Services, Inc. | 1,145 | $88.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,139 | $88.3K | 0.02% | −300−20.8% | Reduced |
| Paradigm Asset Management Co LLC | 1,118 | $86.7K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 1,074 | $83.3K | 0.01% | +4+0.4% | Added |
| Corient IA LLC | 1,070 | $83.0K | 0.08% | −2,130−66.6% | Reduced |
| Roxbury Financial LLC | 1,065 | $82.6K | 0.07% | +3+0.3% | Added |
| City Holding Co | 1,058 | $82.0K | 0.01% | −500−32.1% | Reduced |
| Compass Financial Management LLC | 1,035 | $81.5K | 0.01% | +1,035 | New |
| Citizens National Bank Trust Department | 1,047 | $81.2K | 0.01% | 00.0% | Unchanged |