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 |
|---|---|---|---|---|---|
| PCM Encore, LLC | 25,294 | $1.96M | 0.34% | −576−2.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 25,290 | $1.96M | 0.15% | −146−0.6% | Reduced |
| Prosperity Consulting Group, LLC | 25,286 | $1.96M | 0.07% | +1,416+5.9% | Added |
| Altrafin AG | 25,200 | $1.95M | 0.77% | −2,400−8.7% | Reduced |
| Hartree Partners, LP | 25,000 | $1.94M | 0.42% | −1,500−5.7% | Reduced |
| Phoenix Holdings Ltd. | 24,500 | $1.89M | 0.01% | 00.0% | Unchanged |
| Reik & Co., LLC | 24,307 | $1.88M | 0.49% | −265−1.1% | Reduced |
| Cohen Capital Management, Inc. | 24,200 | $1.88M | 0.26% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 24,188 | $1.88M | 0.02% | −2,893−10.7% | Reduced |
| King Luther Capital Management Corp | 23,869 | $1.85M | 0.01% | −1,050−4.2% | Reduced |
| Benjamin Edwards Inc | 23,859 | $1.85M | 0.02% | +1,894+8.6% | Added |
| Farringdon Capital, Ltd. | 23,788 | $1.84M | 0.91% | −36,295−60.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 23,786 | $1.84M | 0.25% | +22,785+2,276.2% | Added |
| Adviser Investments LLC | 23,761 | $1.84M | 0.02% | +248+1.1% | Added |
| Iams Wealth Management, LLC | 23,745 | $1.84M | 0.55% | −945−3.8% | Reduced |
| Park National Corp | 23,550 | $1.83M | 0.05% | +164+0.7% | Added |
| TCTC Holdings, LLC | 23,456 | $1.82M | 0.05% | +481+2.1% | Added |
| Mesirow Financial Investment Management, Inc. | 23,444 | $1.82M | 0.03% | +139+0.6% | Added |
| Solstein Capital, LLC | 23,396 | $1.81M | 0.62% | −60−0.3% | Reduced |
| Global Retirement Partners, LLC | 23,297 | $1.81M | 0.03% | +23,297 | New |
| Brooks, Moore & Associates, Inc. | 22,695 | $1.76M | 0.79% | +2,150+10.5% | Added |
| HSBC Holdings PLC | 22,671 | $1.76M | 0.00% | +10,237+82.3% | Added |
| Hilltop National Bank | 22,662 | $1.76M | 0.38% | −337−1.5% | Reduced |
| Montag A & Associates Inc | 22,563 | $1.75M | 0.07% | −603−2.6% | Reduced |
| Excalibur Management Corp | 22,474 | $1.74M | 0.57% | +122+0.5% | Added |
| Resolute Capital, LLC | 22,384 | $1.74M | 0.60% | +2,737+13.9% | Added |
| Wealthspire Advisors, LLC | 22,259 | $1.73M | 0.01% | +925+4.3% | Added |
| PFG Investments, LLC | 22,196 | $1.72M | 0.07% | +1,744+8.5% | Added |
| Victrix Investment Advisors | 22,186 | $1.72M | 0.72% | +1,515+7.3% | Added |
| RFG - Bristol Wealth Advisors, LLC | 22,158 | $1.72M | 0.42% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22,043 | $1.71M | 0.03% | +1,462+7.1% | Added |
| Avidian Wealth Solutions, LLC | 22,017 | $1.71M | 0.05% | −1,676−7.1% | Reduced |
| Herold Advisors, Inc. | 21,831 | $1.70M | 0.34% | +90.0% | Added |
| Smartleaf Asset Management LLC | 22,086 | $1.70M | 0.06% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 21,597 | $1.67M | 0.25% | +381+1.8% | Added |
| Summit Global Investments | 21,558 | $1.67M | 0.09% | −11,917−35.6% | Reduced |
| Recurrent Investment Advisors LLC | 56,587 | $1.66M | 0.10% | +446+0.8% | Added |
| Garrett Wealth Advisory Group, LLC | 21,437 | $1.66M | 0.26% | −163−0.8% | Reduced |
| Highland Capital Management, LLC | 21,436 | $1.66M | 0.08% | −160−0.7% | Reduced |
| Hikari Power Ltd | 21,400 | $1.66M | 0.19% | −320,500−93.7% | Reduced |
| Evolve Private Wealth, LLC | 21,298 | $1.65M | 0.10% | −4,229−16.6% | Reduced |
| Frank, Rimerman Advisors LLC | 21,281 | $1.65M | 0.09% | +1,071+5.3% | Added |
| Red Spruce Capital, LLC | 21,069 | $1.63M | 0.57% | +254+1.2% | Added |
| Wellington Shields Capital Management, LLC | 21,058 | $1.63M | 0.21% | −600−2.8% | Reduced |
| Sentinel Trust Co Lba | 21,037 | $1.63M | 0.14% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 20,989 | $1.63M | 0.03% | +1,246+6.3% | Added |
| Lowe Brockenbrough & Co Inc | 20,977 | $1.63M | 0.07% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 20,893 | $1.62M | 0.17% | −500−2.3% | Reduced |
| BTC Capital Management, Inc. | 20,869 | $1.62M | 0.10% | +501+2.5% | Added |
| Private Advisor Group, LLC | 20,833 | $1.62M | 0.01% | −15,743−43.0% | Reduced |
| Bogart Wealth, LLC | 20,774 | $1.61M | 0.06% | +13,509+185.9% | Added |
| Credit Agricole S A | 20,766 | $1.61M | 0.00% | +10,396+100.3% | Added |
| Checchi Capital Advisers, LLC | 20,713 | $1.61M | 0.10% | −246−1.2% | Reduced |
| IMC-Chicago, LLC | 20,344 | $1.58M | 0.01% | +20,344 | New |
| Parrish Capital LLC | 19,923 | $1.54M | 1.49% | −2,261−10.2% | Reduced |
| Retirement Planning Group | 19,813 | $1.54M | 0.04% | +90.0% | Added |
| Octavia Wealth Advisors, LLC | 19,742 | $1.53M | 0.13% | −4,462−18.4% | Reduced |
| Madison Asset Management, LLC | 19,742 | $1.53M | 0.02% | +3,628+22.5% | Added |
| Coppell Advisory Solutions LLC | 29,095 | $1.52M | 0.45% | +29,095 | New |
| Barry Investment Advisors, LLC | 19,369 | $1.51M | 0.32% | −470−2.4% | Reduced |
| Israel Discount Bank of New York | 19,409 | $1.50M | 2.79% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19,374 | $1.50M | 0.00% | +10,117+109.3% | Added |
| SeaCrest Wealth Management, LLC | 19,220 | $1.49M | 0.16% | −4,239−18.1% | Reduced |
| Bridgefront Capital, LLC | 19,105 | $1.48M | 0.39% | +16,535+643.4% | Added |
| Bessemer Group Inc | 19,074 | $1.48M | 0.00% | +1,662+9.5% | Added |
| denkapparat Operations GmbH | 19,038 | $1.48M | 0.48% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 16,814 | $1.48M | 0.03% | −157−0.9% | Reduced |
| Summit Financial, LLC | 19,000 | $1.47M | 0.02% | +51+0.3% | Added |
| Miracle Mile Advisors, LLC | 18,755 | $1.45M | 0.02% | +830+4.6% | Added |
| Ipswich Investment Management Co., Inc. | 18,689 | $1.45M | 0.31% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 18,673 | $1.45M | 0.01% | −3,189−14.6% | Reduced |
| AlphaCore Capital LLC | 18,559 | $1.44M | 0.03% | +2,369+14.6% | Added |
| Leavell Investment Management, Inc. | 18,542 | $1.44M | 0.05% | −27−0.1% | Reduced |
| Integrated Investment Consultants, LLC | 18,532 | $1.44M | 0.28% | −262−1.4% | Reduced |
| Continental Advisors LLC | 18,520 | $1.44M | 0.84% | 00.0% | Unchanged |
| Mather Group, LLC. | 18,473 | $1.43M | 0.01% | +849+4.8% | Added |
| Coastal Bridge Advisors, LLC | 18,391 | $1.43M | 0.09% | −435−2.3% | Reduced |
| Sivia Capital Partners, LLC | 18,306 | $1.42M | 0.17% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 18,276 | $1.42M | 0.00% | +10,775+143.6% | Added |
| Unified Investment Management | 18,171 | $1.41M | 1.31% | −381−2.1% | Reduced |
| TCG Advisory Services, LLC | 18,106 | $1.40M | 0.03% | +1,419+8.5% | Added |
| U S Global Investors Inc | 18,000 | $1.40M | 0.13% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 17,978 | $1.39M | 0.72% | −250−1.4% | Reduced |
| Greenleaf Trust | 17,823 | $1.38M | 0.01% | −70.0% | Reduced |
| Bank of Nova Scotia | 17,790 | $1.38M | 0.00% | +14,790+493.0% | Added |
| Foster & Motley Inc | 17,790 | $1.38M | 0.06% | −2,417−12.0% | Reduced |
| Johnson Investment Counsel Inc | 17,745 | $1.38M | 0.01% | −24−0.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 17,665 | $1.37M | 0.02% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 17,638 | $1.37M | 0.08% | −115−0.6% | Reduced |
| Verdence Capital Advisors LLC | 17,623 | $1.37M | 0.07% | −2,012−10.2% | Reduced |
| WealthTrust Axiom LLC | 17,622 | $1.37M | 0.31% | −350−1.9% | Reduced |
| PCB Capital LLC | 17,501 | $1.36M | 1.65% | +838+5.0% | Added |
| Cullen Investment Group, Ltd. | 17,470 | $1.35M | 0.16% | +117+0.7% | Added |
| Hilltop Holdings Inc. | 17,332 | $1.34M | 0.11% | +529+3.1% | Added |
| CSS LLC | 17,211 | $1.33M | 0.06% | +1,291+8.1% | Added |
| Confluence Investment Management LLC | 17,202 | $1.33M | 0.02% | +767+4.7% | Added |
| Harbour Investments, Inc. | 17,148 | $1.33M | 0.02% | −4,062−19.2% | Reduced |
| Next Level Private LLC | 17,116 | $1.33M | 0.26% | −375−2.1% | Reduced |
| Trust Point Inc. | 16,706 | $1.30M | 0.11% | −87−0.5% | Reduced |
| Midwest Trust Co | 16,665 | $1.29M | 0.01% | −788−4.5% | Reduced |