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 |
|---|---|---|---|---|---|
| Golden State Wealth Management, LLC | 1,028 | $79.7K | 0.01% | +7+0.7% | Added |
| Union Savings Bank | 1,004 | $77.8K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,002 | $77.7K | 0.00% | +1,002 | New |
| MCF Advisors LLC | 962 | $74.6K | 0.00% | −100−9.4% | Reduced |
| Barrett & Company, Inc. | 951 | $73.7K | 0.02% | −1−0.1% | Reduced |
| Key Financial Inc | 941 | $72.9K | 0.01% | +352+59.8% | Added |
| UMA Financial Services, Inc. | 933 | $72.3K | 0.01% | −39−4.0% | Reduced |
| Clean Yield Group | 930 | $72.1K | 0.02% | +930 | New |
| Fairscale Capital, LLC | 920 | $71.3K | 0.04% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 914 | $70.9K | 0.03% | +114+14.2% | Added |
| Richardson Financial Services Inc. | 904 | $70.1K | 0.04% | +323+55.6% | Added |
| GW&K Investment Management, LLC | 901 | $70.0K | 0.00% | −27−2.9% | Reduced |
| Sawyer & Company, Inc | 891 | $69.1K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 870 | $67.4K | 0.02% | +133+18.0% | Added |
| Providence Capital Advisors, LLC | 846 | $65.6K | 0.01% | +846 | New |
| Financial Network Wealth Advisors LLC | 828 | $64.2K | 0.07% | +124+17.6% | Added |
| First National Bank | 821 | $63.7K | 0.03% | −1,500−64.6% | Reduced |
| Bayban | 800 | $62.0K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 793 | $62.0K | 0.02% | +4+0.5% | Added |
| Fairman Group, LLC | 797 | $61.8K | 0.05% | 00.0% | Unchanged |
| Elequin Capital LP | 796 | $61.7K | 0.00% | −93−10.5% | Reduced |
| Bank of New Hampshire | 791 | $61.3K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 753 | $58.4K | 0.03% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 747 | $57.9K | 0.04% | +7+0.9% | Added |
| Accent Capital Management, LLC | 745 | $57.8K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 741 | $57.4K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 739 | $57.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 733 | $56.9K | 0.00% | +3+0.4% | Added |
| LRI Investments, LLC | 715 | $55.4K | 0.00% | −131−15.5% | Reduced |
| Albion Financial Group | 702 | $54.4K | 0.00% | −27−3.7% | Reduced |
| Westside Investment Management, Inc. | 694 | $53.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 684 | $53.0K | 0.02% | −42−5.8% | Reduced |
| Fourth Dimension Wealth, LLC | 682 | $52.9K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 675 | $52.3K | 0.00% | +13+2.0% | Added |
| Founders Capital Management | 662 | $51.3K | 0.02% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 632 | $49.0K | 0.03% | +3+0.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 624 | $48.4K | 0.00% | +624 | New |
| Evermay Wealth Management LLC | 617 | $47.8K | 0.00% | +571+1,241.3% | Added |
| FIL Ltd | 617 | $47.8K | 0.00% | −728−54.1% | Reduced |
| Axiom Investment Management LLC | 615 | $47.7K | 0.03% | 00.0% | Unchanged |
| Guardian Partners Inc. | 600 | $46.5K | 0.00% | −18,001−96.8% | Reduced |
| Blume Capital Management, Inc. | 600 | $46.5K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 600 | $46.5K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 597 | $46.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 564 | $44.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6,377 | $43.8K | 0.01% | +5,888+1,204.1% | Added |
| Allied Private Wealth LLC | 527 | $43.4K | 0.03% | +527 | New |
| True Wealth Design, LLC | 552 | $42.8K | 0.01% | −3−0.5% | Reduced |
| Winch Advisory Services, LLC | 543 | $42.1K | 0.01% | +58+12.0% | Added |
| Greykasell Wealth Strategies, Inc. | 523 | $40.6K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 521 | $40.4K | 0.01% | −1,284−71.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 517 | $40.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 509 | $39.5K | 0.00% | +1+0.2% | Added |
| GHP Investment Advisors, Inc. | 504 | $39.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 503 | $39.0K | 0.00% | +239+90.5% | Added |
| Old Point Trust & Financial Services N A | 500 | $38.8K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 500 | $38.8K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 500 | $38.8K | 0.03% | +500 | New |
| Kilter Group LLC | 498 | $38.6K | 0.01% | +226+83.1% | Added |
| Fortis Group Advisors, LLC | 492 | $38.1K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 491 | $38.1K | 0.01% | −5,320−91.6% | Reduced |
| First Pacific Financial | 486 | $37.7K | 0.00% | −157−24.4% | Reduced |
| Addison Advisors LLC | 478 | $37.1K | 0.02% | −2,978−86.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 475 | $36.8K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 465 | $36.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 464 | $36.0K | 0.00% | +464 | New |
| Highline Wealth Partners LLC | 463 | $35.9K | 0.01% | −17−3.5% | Reduced |
| Alerus Financial NA | 463 | $35.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 450 | $34.9K | 0.01% | −500−52.6% | Reduced |
| Continuum Advisory, LLC | 445 | $34.5K | 0.00% | +445 | New |
| Valley National Advisers Inc | 443 | $34.4K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 440 | $34.1K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 432 | $33.5K | 0.01% | +432 | New |
| Private Wealth Asset Management, LLC | 423 | $32.8K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 407 | $31.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 400 | $31.0K | 0.02% | −175−30.4% | Reduced |
| Y.D. More Investments Ltd | 400 | $31.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $31.0K | 0.02% | 00.0% | Unchanged |
| Navigoe, LLC | 404 | $31.0K | 0.02% | +404 | New |
| Wiser Advisor Group LLC | 399 | $30.9K | 0.03% | +4+1.0% | Added |
| Robinswood Financial LLC | 393 | $30.5K | 0.01% | +4+1.0% | Added |
| Pflug Koory, LLC | 392 | $30.4K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 392 | $30.4K | 0.01% | +99+33.8% | Added |
| Provenance Wealth Advisors, LLC | 390 | $30.2K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 389 | $30.2K | 0.00% | +282+263.6% | Added |
| Napier Financial, LLC | 363 | $28.1K | 0.01% | −26−6.7% | Reduced |
| CVA Family Office, LLC | 362 | $28.1K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 355 | $27.5K | 0.00% | +31+9.6% | Added |
| N.E.W. Advisory Services LLC | 355 | $27.5K | 0.00% | +2+0.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 350 | $27.1K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 348 | $27.0K | 0.01% | +348 | New |
| Measured Wealth Private Client Group, LLC | 347 | $26.9K | 0.01% | −63−15.4% | Reduced |
| Abound Wealth Management | 345 | $26.7K | 0.01% | +100+40.8% | Added |
| New England Capital Financial Advisors LLC | 338 | $26.2K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 336 | $26.0K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 332 | $25.7K | 0.00% | +132+66.0% | Added |
| MPWM Advisory Solutions, LLC | 331 | $25.7K | 0.01% | +3+0.9% | Added |
| StrongBox Wealth, LLC | 330 | $25.6K | 0.01% | +330 | New |
| CGC Financial Services, LLC | 324 | $25.1K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 319 | $24.7K | 0.02% | 00.0% | Unchanged |