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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 45,721 | $3.55M | 0.07% | +7,233+18.8% | Added |
| Quantitative Investment Management, LLC | 44,507 | $3.45M | 0.38% | +44,507 | New |
| Lido Advisors, LLC | 44,421 | $3.44M | 0.01% | +147+0.3% | Added |
| DMKC Advisory Services, LLC | 44,190 | $3.43M | 0.65% | +3,182+7.8% | Added |
| Beacon Pointe Advisors, LLC | 43,299 | $3.36M | 0.02% | −7,365−14.5% | Reduced |
| CAPROCK Group, Inc. | 43,058 | $3.34M | 0.06% | +579+1.4% | Added |
| XY Capital Ltd | 42,854 | $3.32M | 3.82% | +24,932+139.1% | Added |
| Glenmede Trust Co NA | 42,654 | $3.31M | 0.01% | −43,049−50.2% | Reduced |
| HORAN Wealth, LLC | 42,632 | $3.31M | 0.41% | −40,670−48.8% | Reduced |
| Scotia Capital Inc. | 42,626 | $3.31M | 0.01% | +5,721+15.5% | Added |
| Portside Wealth Group, LLC | 42,506 | $3.30M | 0.38% | +2,144+5.3% | Added |
| Advisory Services Network, LLC | 42,321 | $3.28M | 0.04% | −642−1.5% | Reduced |
| Sequoia Financial Advisors, LLC | 42,146 | $3.27M | 0.02% | −6,105−12.7% | Reduced |
| United Capital Financial Advisers, LLC | 41,997 | $3.26M | 0.02% | +648+1.6% | Added |
| Integrated Quantitative Investments LLC | 41,632 | $3.23M | 0.53% | −41,656−50.0% | Reduced |
| Griffin Asset Management, Inc. | 41,481 | $3.22M | 0.34% | −5,639−12.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 41,147 | $3.19M | 0.08% | +1,794+4.6% | Added |
| Dixon Mitchell Investment Counsel Inc. | 40,700 | $3.16M | 0.10% | +40,700 | New |
| Integrated Wealth Concepts LLC | 40,546 | $3.14M | 0.02% | +590+1.5% | Added |
| Brown Advisory Inc | 40,165 | $3.11M | 0.00% | −4,652−10.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 39,420 | $3.06M | 0.31% | −930−2.3% | Reduced |
| Ausdal Financial Partners, Inc. | 39,026 | $3.03M | 0.12% | −13,841−26.2% | Reduced |
| Drexel Morgan & Co. | 38,544 | $2.99M | 0.42% | 00.0% | Unchanged |
| DRW Securities, LLC | 38,317 | $2.97M | 0.18% | −16,716−30.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 38,664 | $2.96M | 0.00% | +3,397+9.6% | Added |
| Columbia Asset Management | 37,955 | $2.94M | 0.51% | −945−2.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 37,921 | $2.94M | 0.03% | +169+0.4% | Added |
| Aaron Wealth Advisors | 37,560 | $2.91M | 0.15% | +3,089+9.0% | Added |
| Quadrature Capital Ltd | 37,461 | $2.90M | 0.02% | −161,789−81.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 37,272 | $2.89M | 0.42% | +650+1.8% | Added |
| Flow Traders U.S. LLC | 36,845 | $2.86M | 0.12% | +36,845 | New |
| Bank of Nova Scotia Trust Co | 36,549 | $2.83M | 0.23% | +1,164+3.3% | Added |
| Great Lakes Retirement, Inc. | 36,007 | $2.79M | 0.25% | +342+1.0% | Added |
| Atomi Financial Group, Inc. | 35,990 | $2.79M | 0.07% | −1,519−4.0% | Reduced |
| Nelson Capital Management, LLC | 35,959 | $2.79M | 0.31% | −90−0.2% | Reduced |
| Arkadios Wealth Advisors | 35,924 | $2.79M | 0.04% | −4,010−10.0% | Reduced |
| Caldwell Trust Co | 35,204 | $2.73M | 0.22% | +1,844+5.5% | Added |
| Clearstead Advisors, LLC | 34,788 | $2.70M | 0.03% | −4,892−12.3% | Reduced |
| Rathbone Brothers plc | 34,448 | $2.67M | 0.01% | −157−0.5% | Reduced |
| State Street Corp | 34,376 | $2.67M | 0.00% | −42,478−55.3% | Reduced |
| apricus wealth, LLC | 34,330 | $2.66M | 1.27% | +302+0.9% | Added |
| Bollard Group LLC | 33,832 | $2.62M | 0.08% | −440−1.3% | Reduced |
| Westview Management dba Westview Investment Advisors | 33,246 | $2.58M | 1.26% | −2,257−6.4% | Reduced |
| Insigneo Advisory Services, LLC | 33,062 | $2.56M | 0.10% | +6,936+26.5% | Added |
| Moors & Cabot, Inc. | 32,971 | $2.56M | 0.10% | −6,277−16.0% | Reduced |
| Wesbanco Bank Inc | 32,947 | $2.55M | 0.06% | +153+0.5% | Added |
| BBR Partners, LLC | 32,890 | $2.55M | 0.12% | 00.0% | Unchanged |
| P.A.W. Capital Corp | 32,670 | $2.53M | 1.94% | −980−2.9% | Reduced |
| Summit Trail Advisors, LLC | 32,604 | $2.53M | 0.03% | −55−0.2% | Reduced |
| Regatta Capital Group, LLC | 32,578 | $2.53M | 0.34% | +820+2.6% | Added |
| Independent Advisor Alliance | 32,536 | $2.52M | 0.06% | +316+1.0% | Added |
| EP Wealth Advisors, LLC | 32,522 | $2.52M | 0.01% | +3,562+12.3% | Added |
| Quest Investment Management LLC | 32,114 | $2.49M | 0.29% | −3,201−9.1% | Reduced |
| Galilei Investment Office LLP | 63,920 | $2.49M | 1.14% | 00.0% | Unchanged |
| Stolper Co | 31,962 | $2.48M | 0.64% | −2,207−6.5% | Reduced |
| Bank Ozk | 31,749 | $2.46M | 0.73% | +3,416+12.1% | Added |
| Mill Capital Management, LLC | 31,662 | $2.46M | 0.16% | 00.0% | Unchanged |
| Simmons Bank | 31,149 | $2.42M | 0.14% | +103+0.3% | Added |
| Principal Securities, Inc. | 31,135 | $2.41M | 0.03% | +7,982+34.5% | Added |
| Assetmark, Inc | 31,078 | $2.41M | 0.00% | −5,375−14.7% | Reduced |
| Mitchell Capital Management Co | 31,031 | $2.41M | 0.37% | −9,844−24.1% | Reduced |
| Perigon Wealth Management, LLC | 30,855 | $2.39M | 0.04% | +203+0.7% | Added |
| Perpetual Ltd | 30,754 | $2.38M | 0.03% | −1,972−6.0% | Reduced |
| Snowden Capital Advisors LLC | 30,698 | $2.38M | 0.06% | +350+1.2% | Added |
| Mission Wealth Management, LP | 30,691 | $2.38M | 0.03% | +9,302+43.5% | Added |
| Sterling Capital Management LLC | 30,653 | $2.38M | 0.04% | −1,473−4.6% | Reduced |
| Segall Bryant & Hamill, LLC | 30,526 | $2.37M | 0.03% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 25,364 | $2.34M | 0.04% | −699−2.7% | Reduced |
| Spears Abacus Advisors LLC | 29,903 | $2.32M | 0.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 29,636 | $2.30M | 0.15% | −1,604−5.1% | Reduced |
| American Capital Advisory, LLC | 29,527 | $2.29M | 0.84% | −44−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 29,390 | $2.28M | 0.04% | +29,390 | New |
| Advisors Management Group Inc | 29,372 | $2.28M | 0.38% | −378−1.3% | Reduced |
| Great Valley Advisor Group, Inc. | 29,356 | $2.28M | 0.04% | +2,558+9.5% | Added |
| Lester Murray Antman dba SimplyRich | 29,281 | $2.27M | 0.53% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 28,955 | $2.25M | 0.94% | +1,146+4.1% | Added |
| Range Financial Group LLC | 28,163 | $2.18M | 0.60% | +451+1.6% | Added |
| Merit Financial Group, LLC | 28,145 | $2.18M | 0.01% | +4,327+18.2% | Added |
| Bahl & Gaynor Inc | 28,050 | $2.17M | 0.01% | 00.0% | Unchanged |
| InvesTrust | 27,978 | $2.17M | 0.83% | −1,233−4.2% | Reduced |
| Baker Avenue Asset Management, LP | 27,755 | $2.15M | 0.04% | −5,323−16.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 27,740 | $2.15M | 0.09% | −4,887−15.0% | Reduced |
| Trustmark National Bank Trust Department | 27,644 | $2.14M | 0.13% | +50+0.2% | Added |
| Burney Co | 27,526 | $2.13M | 0.06% | −776−2.7% | Reduced |
| Cookson Peirce & Co Inc | 27,487 | $2.13M | 0.07% | +1,298+5.0% | Added |
| Advisors Asset Management, Inc. | 27,144 | $2.10M | 0.03% | −2,033−7.0% | Reduced |
| Stratos Wealth Partners, LTD. | 27,021 | $2.10M | 0.02% | −2,195−7.5% | Reduced |
| South Dakota Investment Council | 26,936 | $2.09M | 0.04% | −5,231−16.3% | Reduced |
| Howe & Rusling Inc | 26,694 | $2.07M | 0.12% | +418+1.6% | Added |
| Kingsview Wealth Management, LLC | 26,675 | $2.07M | 0.03% | +4,007+17.7% | Added |
| Potomac Fund Management Inc | 26,621 | $2.06M | 0.05% | −247−0.9% | Reduced |
| Emerald Investment Advisers, LLC | 26,510 | $2.06M | 0.14% | +12,599+90.6% | Added |
| Dynasty Wealth Management, LLC | 26,458 | $2.05M | 0.02% | −1,876−6.6% | Reduced |
| Bryn Mawr Trust Co | 26,135 | $2.03M | 0.05% | −651−2.4% | Reduced |
| Level Four Advisory Services, LLC | 25,906 | $2.01M | 0.06% | −411−1.6% | Reduced |
| Waters Parkerson & Co., LLC | 25,906 | $2.01M | 0.10% | −150−0.6% | Reduced |
| Old Port Advisors | 25,722 | $1.99M | 0.39% | +595+2.4% | Added |
| Ronald Blue Trust, Inc. | 25,533 | $1.98M | 0.02% | −549−2.1% | Reduced |
| Altman Advisors, Inc. | 25,422 | $1.97M | 0.71% | −478−1.8% | Reduced |
| Allworth Financial LP | 25,356 | $1.97M | 0.01% | −1,862−6.8% | Reduced |