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 |
|---|---|---|---|---|---|
| Brooklyn FI, LLC | 43 | $3.77K | 0.00% | +43 | New |
| Peterson Wealth Services | 47 | $3.64K | 0.00% | +47 | New |
| Tounjian Advisory Partners, LLC | 47 | $3.63K | 0.00% | +47 | New |
| Olistico Wealth, LLC | 45 | $3.47K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 44 | $3.41K | 0.00% | +44 | New |
| Highland Investment Advisors LLC | 38 | $2.98K | 0.00% | +38 | New |
| West Paces Advisors Inc. | 35 | $2.71K | 0.00% | +35 | New |
| Sunrise Financial Services, LLC | 33 | $2.56K | 0.00% | −3−8.3% | Reduced |
| Horrell Capital Management, Inc. | 32 | $2.48K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 28 | $2.14K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 27 | $2.09K | 0.00% | +27 | New |
| Mosley Wealth Management | 26 | $2.02K | 0.00% | +26 | New |
| Ogorek Anthony Joseph | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 25 | $1.94K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 24 | $1.90K | 0.00% | −20−45.5% | Reduced |
| Bernard Wealth Management Corp. | 19 | $1.47K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 16 | $1.28K | 0.00% | +16 | New |
| Atwood & Palmer Inc | 15 | $1.16K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 15 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 14 | $1.08K | 0.00% | +14 | New |
| Caitlin John, LLC | 13 | $1.01K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 12 | $1.00K | 0.00% | +12 | New |
| Rakuten Securities, Inc. | 11 | $853 | 0.00% | −1,460−99.3% | Reduced |
| Central Pacific Bank - Trust Division | 10 | $775 | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 9 | $698 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 9 | $698 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 3 | $233 | 0.00% | +3 | New |
| Copia Wealth Management | 2 | $155 | 0.00% | +2 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1 | $69 | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 710 | – | – | −24,290−97.2% | Reduced |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −809,578−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −480,000−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −421,562−100.0% | Sold out |
| Turas Capital Management LP | 0 | $0 | 0.00% | −383,300−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −215,473−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −106,629−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −52,539−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −52,300−100.0% | Sold out |
| Intrepid Family Office LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −37,525−100.0% | Sold out |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −26,671−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −22,103−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −22,011−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −19,860−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −16,169−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −14,161−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −13,091−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,043−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −7,844−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Sendero Wealth Management, LLC | 0 | $0 | 0.00% | −7,441−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −7,059−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,616−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −6,013−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −5,763−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −5,354−100.0% | Sold out |
| Westbourne Investments, Inc. | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Sonoma Allocations LLC | 0 | $0 | 0.00% | −4,859−100.0% | Sold out |
| Brave Asset Management Inc | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Osborne Partners Capital Management, LLC | 0 | $0 | 0.00% | −4,615−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −4,313−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −3,891−100.0% | Sold out |
| Blue Chip Partners, Inc. | 0 | $0 | 0.00% | −3,840−100.0% | Sold out |
| BCV Asset Management Inc. | 0 | $0 | 0.00% | −3,790−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,790−100.0% | Sold out |
| Syntegra Private Wealth Group, LLC | 0 | $0 | 0.00% | −3,692−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −3,462−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −3,448−100.0% | Sold out |
| Elser Financial Planning, Inc | 0 | $0 | 0.00% | −3,318−100.0% | Sold out |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −3,284−100.0% | Sold out |
| ZEGA Investments, LLC | 0 | $0 | 0.00% | −3,126−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Goelzer Investment Management, Inc. | 0 | $0 | 0.00% | −2,932−100.0% | Sold out |
| Badgley Phelps Wealth Managers, LLC | 0 | $0 | 0.00% | −2,898−100.0% | Sold out |
| Stonebridge Capital Management Inc | 0 | $0 | 0.00% | −2,876−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −2,740−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −2,721−100.0% | Sold out |
| Pavion Blue Capital, LLC | 0 | $0 | 0.00% | −2,707−100.0% | Sold out |
| one8zero8, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,696−100.0% | Sold out |
| Founders Grove Wealth Partners, LLC | 0 | $0 | 0.00% | −2,643−100.0% | Sold out |
| Commonwealth Financial Services, LLC | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −2,617−100.0% | Sold out |
| Austin Asset Management Co Inc | 0 | $0 | 0.00% | −2,598−100.0% | Sold out |
| Keating Investment Counselors Inc | 0 | $0 | 0.00% | −2,575−100.0% | Sold out |
| Hummer Financial Advisory Services Inc | 0 | $0 | 0.00% | −2,569−100.0% | Sold out |
| Integrity Financial Corp | 0 | $0 | 0.00% | −2,569−100.0% | Sold out |
| Schaper Benz & Wise Investment Counsel Inc | 0 | $0 | 0.00% | −2,565−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −2,563−100.0% | Sold out |
| Wealth Dimensions Group, Ltd. | 0 | $0 | 0.00% | −2,558−100.0% | Sold out |
| Summit Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,556−100.0% | Sold out |
| Van Strum & Towne Inc. | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −2,551−100.0% | Sold out |
| Chatham Capital Group, Inc. | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,549−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −2,533−100.0% | Sold out |
| Penobscot Investment Management Company, Inc. | 0 | $0 | 0.00% | −2,523−100.0% | Sold out |
| Onyx Bridge Wealth Group LLC | 0 | $0 | 0.00% | −2,508−100.0% | Sold out |