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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 349,307 | $27.1M | 0.02% | +4,167+1.2% | Added |
| CSM Advisors, LLC | 345,744 | $26.8M | 0.57% | −3,466−1.0% | Reduced |
| CI Private Wealth, LLC | 341,233 | $26.5M | 0.04% | −15,696−4.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 331,800 | $25.7M | 0.01% | −14,102−4.1% | Reduced |
| Mariner, LLC | 325,369 | $25.2M | 0.03% | −15,145−4.4% | Reduced |
| Henshaw Capital LLC | 333,572 | $25.1M | 0.82% | +16,583+5.2% | Added |
| SEI Investments Co | 322,268 | $25.0M | 0.02% | −107,864−25.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 313,715 | $24.3M | 0.11% | −2,335−0.7% | Reduced |
| Boothbay Fund Management, LLC | 306,561 | $23.8M | 0.46% | +306,561 | New |
| RMB Capital Management, LLC | 480,927 | $23.7M | 0.37% | +369,438+331.4% | Added |
| HighTower Advisors, LLC | 293,932 | $22.8M | 0.02% | −10,890−3.6% | Reduced |
| Willis Investment Counsel | 292,008 | $22.6M | 1.08% | +14,488+5.2% | Added |
| Yaupon Capital Management LP | 290,199 | $22.5M | 0.75% | −121,561−29.5% | Reduced |
| Harvest Portfolios Group Inc. | 289,260 | $22.4M | 0.32% | −36,574−11.2% | Reduced |
| Janney Montgomery Scott LLC | 289,177 | $22.4M | 0.04% | +289,177 | New |
| Public Employees Retirement System of Ohio | 264,050 | $20.5M | 0.06% | +104,786+65.8% | Added |
| Commonwealth Equity Services, LLC | 263,974 | $20.5M | 0.03% | +2,549+1.0% | Added |
| Pinnacle Financial Partners, Inc. | 256,585 | $19.9M | 0.14% | −2,394−0.9% | Reduced |
| Northwest & Ethical Investments L.P. | 251,147 | $19.5M | 0.45% | +32,857+15.1% | Added |
| Americana Partners, LLC | 246,248 | $19.1M | 0.43% | +541+0.2% | Added |
| Grandfield & Dodd, LLC | 245,474 | $19.0M | 1.00% | +755+0.3% | Added |
| Logan Capital Management Inc | 243,454 | $18.9M | 0.70% | +243,454 | New |
| Anchor Capital Advisors LLC | 235,851 | $18.3M | 0.51% | −26,174−10.0% | Reduced |
| New York State Common Retirement Fund | 232,094 | $18.0M | 0.02% | −590,876−71.8% | Reduced |
| Thornburg Investment Management Inc | 228,036 | $17.7M | 0.17% | +114,162+100.3% | Added |
| Klingenstein Fields & Co LP | 226,292 | $17.5M | 0.61% | −6,450−2.8% | Reduced |
| Nomura Holdings Inc | 225,511 | $17.5M | 0.07% | +225,511 | New |
| QRG Capital Management, Inc. | 222,107 | $17.2M | 0.14% | +21,059+10.5% | Added |
| Douglas Lane & Associates, LLC | 220,896 | $17.1M | 0.23% | −17,524−7.4% | Reduced |
| Stansberry Asset Management, LLC | 213,476 | $16.6M | 1.52% | +1,889+0.9% | Added |
| Davenport & Co LLC | 212,240 | $16.5M | 0.08% | −11,299−5.1% | Reduced |
| Commerce Bank | 211,067 | $16.4M | 0.07% | −1,495−0.7% | Reduced |
| Marshall Wace, LLP | 210,394 | $16.3M | 0.01% | −559,385−72.7% | Reduced |
| Sapient Capital LLC | 210,264 | $16.3M | 0.21% | −2,689−1.3% | Reduced |
| Allied Investment Advisors, LLC | 204,343 | $15.8M | 1.99% | +4,154+2.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 201,036 | $15.6M | 0.04% | +114,288+131.7% | Added |
| 1832 Asset Management L.P. | 200,072 | $15.5M | 0.02% | +1,833+0.9% | Added |
| M&T Bank Corp | 199,937 | $15.5M | 0.05% | +378+0.2% | Added |
| Advisor Group Holdings, Inc. | 194,216 | $15.1M | 0.02% | +40,903+26.7% | Added |
| National Bank of Canada | 194,088 | $15.1M | 0.01% | +4,716+2.5% | Added |
| TriCert Investment Counsel Inc. | 188,220 | $14.6M | 1.36% | +188,220 | New |
| SCS Capital Management LLC | 187,899 | $14.6M | 0.14% | −11,117−5.6% | Reduced |
| Becker Capital Management Inc | 185,752 | $14.4M | 0.39% | −3,540−1.9% | Reduced |
| Mercer Global Advisors Inc | 184,687 | $14.3M | 0.02% | +7,336+4.1% | Added |
| Colony Group, LLC | 182,833 | $14.2M | 0.01% | −4,467−2.4% | Reduced |
| Crossmark Global Holdings, Inc. | 181,261 | $14.1M | 0.18% | +6,217+3.6% | Added |
| MML Investors Services, LLC | 181,100 | $14.0M | 0.03% | +44,011+32.1% | Added |
| Truist Financial Corp | 175,250 | $13.6M | 0.02% | +1,928+1.1% | Added |
| Van Hulzen Asset Management, LLC | 173,215 | $13.4M | 0.96% | +120.0% | Added |
| Viking Fund Management LLC | 172,000 | $13.3M | 1.19% | +12,000+7.5% | Added |
| Evergreen Capital Management LLC | 171,516 | $13.3M | 0.23% | +7,474+4.6% | Added |
| Captrust Financial Advisors | 165,033 | $12.8M | 0.02% | −17,421−9.5% | Reduced |
| Sanctuary Advisors, LLC | 164,417 | $12.7M | 0.06% | −18,295−10.0% | Reduced |
| Ibex Wealth Advisors | 164,192 | $12.7M | 1.00% | +3,175+2.0% | Added |
| Eldred Rock Partners, LLC | 163,231 | $12.7M | 2.72% | −291−0.2% | Reduced |
| UBS Asset Management Americas Inc | 160,073 | $12.4M | 0.00% | −93−0.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 159,299 | $12.4M | 0.84% | +2,609+1.7% | Added |
| Oppenheimer Asset Management Inc. | 159,012 | $12.3M | 0.13% | +20,146+14.5% | Added |
| Adell Harriman & Carpenter Inc | 158,258 | $12.3M | 0.63% | +2,910+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 147,976 | $12.0M | 0.02% | +5,553+3.9% | Added |
| D.A. Davidson & Co. | 150,964 | $11.7M | 0.06% | −2,981−1.9% | Reduced |
| Wedge Capital Management L L P | 148,990 | $11.6M | 0.19% | −253−0.2% | Reduced |
| Nixon Peabody Trust Co | 148,781 | $11.5M | 0.82% | +1,973+1.3% | Added |
| Woodstock Corp | 146,785 | $11.4M | 0.94% | −5,948−3.9% | Reduced |
| Entropy Technologies, LP | 146,446 | $11.4M | 0.45% | +146,446 | New |
| JustInvest LLC | 144,834 | $11.2M | 0.09% | +7,114+5.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 141,187 | $10.9M | 0.02% | +3,821+2.8% | Added |
| Bragg Financial Advisors, Inc | 139,235 | $10.8M | 0.29% | +4,310+3.2% | Added |
| Pathstone Holdings, LLC | 138,306 | $10.7M | 0.03% | +260.0% | Added |
| Vestmark Advisory Solutions, Inc. | 137,309 | $10.6M | 0.10% | −30,699−18.3% | Reduced |
| Life Cycle Investment Partners Ltd | 133,691 | $10.4M | 0.05% | +30,508+29.6% | Added |
| Callan Family Office, LLC | 133,184 | $10.3M | 0.20% | +1,793+1.4% | Added |
| Aventail Capital Group, LP | 131,451 | $10.2M | 0.58% | −81,582−38.3% | Reduced |
| Balyasny Asset Management LLC | 131,161 | $10.2M | 0.02% | +127,637+3,621.9% | Added |
| Eagle Capital Management LLC | 131,024 | $10.2M | 0.03% | −5,177,682−97.5% | Reduced |
| Prospera Financial Services Inc | 130,663 | $10.1M | 0.15% | −6,634−4.8% | Reduced |
| First National Bank of Omaha | 131,342 | $10.1M | 0.28% | +6,280+5.0% | Added |
| Capital International Investors | 130,818 | $10.1M | 0.00% | −22,180−14.5% | Reduced |
| Savant Capital, LLC | 114,700 | $10.1M | 0.03% | +90,209+368.3% | Added |
| Willis Johnson & Associates, Inc. | 128,680 | $9.98M | 0.56% | −136,482−51.5% | Reduced |
| Sit Investment Associates Inc | 128,582 | $9.97M | 0.19% | +400+0.3% | Added |
| Cohen Klingenstein LLC | 126,578 | $9.81M | 0.28% | −30,520−19.4% | Reduced |
| TD Waterhouse Canada Inc. | 126,557 | $9.69M | 0.03% | +9,519+8.1% | Added |
| GWM Advisors LLC | 116,520 | $9.03M | 0.03% | −21,904−15.8% | Reduced |
| Tower Research Capital LLC (TRC) | 116,486 | $9.03M | 0.22% | −134,569−53.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 115,770 | $8.98M | 0.01% | −19,792−14.6% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $8.82M | 1.87% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 111,184 | $8.62M | 0.12% | −170.0% | Reduced |
| Augustine Asset Management Inc | 110,138 | $8.54M | 1.73% | +5,825+5.6% | Added |
| Cutler Capital Management, LLC | 109,361 | $8.48M | 2.20% | −1,340−1.2% | Reduced |
| Manning & Napier Advisors LLC | 108,558 | $8.42M | 0.11% | −21,309−16.4% | Reduced |
| GTS Securities LLC | 108,250 | $8.39M | 0.18% | +15,890+17.2% | Added |
| Huber Capital Management LLC | 106,278 | $8.24M | 1.21% | −11,052−9.4% | Reduced |
| Federated Hermes, Inc. | 105,494 | $8.18M | 0.01% | −6,169−5.5% | Reduced |
| Jefferies Financial Group Inc. | 103,304 | $8.01M | 0.07% | +75,249+268.2% | Added |
| HRT Financial LP | 103,309 | $8.01M | 0.01% | −357,388−77.6% | Reduced |
| Eagle Global Advisors LLC | 103,040 | $7.99M | 0.26% | +657+0.6% | Added |
| Quadrant Capital Group LLC | 102,049 | $7.91M | 0.22% | −90−0.1% | Reduced |
| Kestra Advisory Services, LLC | 100,359 | $7.78M | 0.03% | −10,123−9.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 100,641 | $7.78M | 0.03% | +5,886+6.2% | Added |