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 |
|---|---|---|---|---|---|
| Acumen Wealth Advisors, LLC | 309 | $24.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 304 | $23.6K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 303 | $23.5K | 0.01% | −10−3.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 300 | $23.3K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 295 | $22.9K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 292 | $22.6K | 0.01% | −1−0.3% | Reduced |
| Country Trust Bank | 291 | $22.6K | 0.00% | +57+24.4% | Added |
| Financial Consulate, Inc | 289 | $22.4K | 0.00% | −82−22.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 270 | $20.9K | 0.00% | −238−46.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 270 | $20.9K | 0.01% | −214−44.2% | Reduced |
| Silver Grove Financial Group, Inc. | 259 | $20.1K | 0.01% | +259 | New |
| Quent Capital, LLC | 255 | $19.8K | 0.00% | +59+30.1% | Added |
| Proffitt & Goodson Inc | 248 | $19.2K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 267 | $19.0K | 0.02% | +134+100.8% | Added |
| Park Place Capital Corp | 245 | $19.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 240 | $18.6K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 231 | $18.6K | 0.00% | +61+35.9% | Added |
| JPL Wealth Management, LLC | 238 | $18.5K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $18.1K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 233 | $18.1K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 229 | $17.8K | 0.01% | +229 | New |
| BankPlus Trust Department | 226 | $17.5K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 224 | $17.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 222 | $17.2K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 221 | $17.1K | 0.00% | −3−1.3% | Reduced |
| Flagship Wealth Advisors, LLC | 218 | $16.9K | 0.00% | +218 | New |
| Centennial Bank | 215 | $16.7K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 217 | $16.6K | 0.00% | −11−4.8% | Reduced |
| Cornerstone Financial Management LLC | 213 | $16.5K | 0.01% | +65+43.9% | Added |
| Evolution Wealth Management Inc. | 209 | $16.2K | 0.01% | −54−20.5% | Reduced |
| Truvestments Capital LLC | 207 | $16.1K | 0.00% | −80−27.9% | Reduced |
| Principia Wealth Advisory, LLC | 205 | $15.9K | 0.01% | +12+6.2% | Added |
| Maseco LLP | 204 | $15.8K | 0.00% | +41+25.2% | Added |
| Prestige Wealth Management Group LLC | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 200 | $15.5K | 0.01% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 200 | $15.5K | 0.00% | +200 | New |
| Bare Financial Services, Inc | 193 | $15.0K | 0.00% | +91+89.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 191 | $14.8K | 0.00% | +29+17.9% | Added |
| Arlington Trust Co LLC | 191 | $14.8K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 164 | $14.8K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 190 | $14.7K | 0.01% | −1,784−90.4% | Reduced |
| High Note Wealth, LLC | 166 | $12.9K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 165 | $12.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 164 | $12.7K | 0.00% | −101−38.1% | Reduced |
| Marshall Investment Management, LLC | 161 | $12.5K | 0.01% | +35+27.8% | Added |
| Markowski Investments | 161 | $12.5K | 0.00% | +161 | New |
| Lavaca Capital LLC | 154 | $11.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 148 | $11.5K | 0.01% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 147 | $11.4K | 0.01% | +24+19.5% | Added |
| Raffa Wealth Management, LLC | 146 | $11.3K | 0.00% | +30+25.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 142 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 139 | $10.8K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 139 | $10.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 138 | $10.7K | 0.00% | −87−38.7% | Reduced |
| Westfuller Advisors, LLC | 136 | $10.6K | 0.00% | +1+0.7% | Added |
| NBH Bank | 136 | $10.5K | 0.00% | +136 | New |
| Strengthening Families & Communities, LLC | 135 | $10.5K | 0.00% | +2+1.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 134 | $10.4K | 0.00% | +134 | New |
| Pinney & Scofield, Inc. | 130 | $10.1K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 129 | $10.0K | 0.01% | +1+0.8% | Added |
| GoalVest Advisory LLC | 129 | $10.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 131 | $10.0K | 0.00% | +70+114.8% | Added |
| Corsicana & Co. | 128 | $9.93K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 125 | $9.69K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 122 | $9.46K | 0.00% | −2−1.6% | Reduced |
| YANKCOM Partnership | 122 | $9.46K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 114 | $8.84K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 111 | $8.64K | 0.00% | +1+0.9% | Added |
| Horizon Financial Services, LLC | 109 | $8.45K | 0.00% | +109 | New |
| Gen-Wealth Partners Inc | 108 | $8.37K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $7.75K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $7.75K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 100 | $7.75K | 0.00% | +100 | New |
| LifeSteps Financial, Inc. | 100 | $7.75K | 0.00% | +100 | New |
| Aventura Private Wealth, LLC | 99 | $7.68K | 0.00% | +25+33.8% | Added |
| Kerr Financial Planning Corp | 98 | $7.57K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 96 | $7.44K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 78 | $7.25K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 89 | $6.90K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 83 | $6.44K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 83 | $6.44K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 83 | $6.44K | 0.00% | +83 | New |
| Benson Wealth Management INC | 80 | $6.20K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 74 | $5.76K | 0.00% | −9−10.8% | Reduced |
| JDM Financial Group LLC | 72 | $5.58K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 70 | $5.43K | 0.00% | +70 | New |
| Burk Holdings LLC | 69 | $5.35K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 66 | $5.12K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 66 | $5.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $4.96K | 0.00% | −9−12.3% | Reduced |
| Byrne Asset Management LLC | 64 | $4.96K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 62 | $4.82K | 0.00% | +1+1.6% | Added |
| Kingdom Financial Group LLC. | 62 | $4.79K | 0.00% | −102−62.2% | Reduced |
| Park Square Financial Group, LLC | 59 | $4.58K | 0.04% | +1+1.7% | Added |
| Mascoma Wealth Management LLC | 54 | $4.19K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 50 | $4.00K | 0.00% | −8−13.8% | Reduced |
| Pacifica Partners Inc. | 50 | $3.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 50 | $3.88K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 49 | $3.81K | 0.00% | +2+4.3% | Added |
| McGuire Capital Advisors Inc | 49 | $3.80K | 0.00% | 00.0% | Unchanged |