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 |
|---|---|---|---|---|---|
| Glenview Trust Co | 16,661 | $1.29M | 0.02% | +467+2.9% | Added |
| Earnest Partners LLC | 16,623 | $1.29M | 0.00% | −453−2.7% | Reduced |
| Coldstream Capital Management Inc | 16,604 | $1.29M | 0.02% | +645+4.0% | Added |
| Nicholas Hoffman & Company, LLC. | 16,589 | $1.29M | 0.03% | −281−1.7% | Reduced |
| Valeo Financial Advisors, LLC | 16,583 | $1.29M | 0.03% | −111−0.7% | Reduced |
| Integrated Advisors Network LLC | 16,556 | $1.28M | 0.06% | +18+0.1% | Added |
| Poehling Capital Management, LLC | 16,541 | $1.28M | 0.28% | −319−1.9% | Reduced |
| Moody National Bank Trust Division | 16,511 | $1.28M | 0.11% | −2,293−12.2% | Reduced |
| LSV Asset Management | 16,500 | $1.28M | 0.00% | 00.0% | Unchanged |
| F/M Investments LLC | 16,479 | $1.28M | 0.06% | −89−0.5% | Reduced |
| Nicolet Bankshares Inc | 16,432 | $1.28M | 0.04% | −855−4.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 16,235 | $1.26M | 0.02% | +65+0.4% | Added |
| Sweeney & Michel, LLC | 14,214 | $1.26M | 0.33% | −670−4.5% | Reduced |
| Chicago Capital, LLC | 16,181 | $1.25M | 0.03% | +280+1.8% | Added |
| Auxier Asset Management | 16,098 | $1.25M | 0.17% | −90−0.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16,059 | $1.25M | 0.01% | 00.0% | Unchanged |
| Havemeyer Place LP | 15,973 | $1.24M | 0.12% | +15,973 | New |
| May Hill Capital, LLC | 15,940 | $1.24M | 0.26% | −149−0.9% | Reduced |
| Marietta Investment Partners LLC | 15,924 | $1.23M | 0.21% | 00.0% | Unchanged |
| Aso Group Ltd | 15,890 | $1.23M | 0.52% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 15,842 | $1.23M | 0.21% | +1,159+7.9% | Added |
| Ethic Inc. | 15,766 | $1.22M | 0.02% | +2,762+21.2% | Added |
| Shufro Rose & Co LLC | 15,750 | $1.22M | 0.07% | −1,800−10.3% | Reduced |
| AlTi Global, Inc. | 15,661 | $1.21M | 0.03% | +8,461+117.5% | Added |
| Manske Wealth Management | 15,595 | $1.21M | 0.30% | −3,310−17.5% | Reduced |
| Ballentine Partners, LLC | 15,478 | $1.20M | 0.01% | +454+3.0% | Added |
| Game Creek Capital, LP | 15,400 | $1.19M | 0.52% | −7,100−31.6% | Reduced |
| Absher Wealth Management, LLC | 15,352 | $1.19M | 0.14% | −184−1.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 15,293 | $1.19M | 0.01% | +2,657+21.0% | Added |
| Chilton Capital Management LLC | 15,273 | $1.18M | 0.04% | +97+0.6% | Added |
| Sagespring Wealth Partners, LLC | 15,188 | $1.18M | 0.02% | −1,138−7.0% | Reduced |
| Cresset Asset Management, LLC | 15,184 | $1.18M | 0.00% | −1,638−9.7% | Reduced |
| FORA Capital, LLC | 15,133 | $1.17M | 0.08% | +8,700+135.2% | Added |
| 71 West Capital Partners | 15,092 | $1.17M | 0.04% | +12,564+497.0% | Added |
| Buckingham Strategic Partners | 15,015 | $1.16M | 0.01% | +5,963+65.9% | Added |
| Texas Yale Capital Corp. | 14,923 | $1.16M | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 14,905 | $1.16M | 0.01% | +204+1.4% | Added |
| Lebenthal Global Advisors, LLC | 14,793 | $1.15M | 0.15% | +783+5.6% | Added |
| MSH Capital Advisors LLC | 14,774 | $1.15M | 0.20% | +3,457+30.5% | Added |
| Vertrix Wealth Management, LLC | 14,768 | $1.15M | 0.39% | +117+0.8% | Added |
| IHT Wealth Management, LLC | 14,699 | $1.14M | 0.02% | +574+4.1% | Added |
| Cyndeo Wealth Partners, LLC | 14,681 | $1.14M | 0.05% | +70.0% | Added |
| Miller Global Investments, LLC | 14,591 | $1.13M | 0.94% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,501 | $1.12M | 0.01% | −1,092−7.0% | Reduced |
| American Financial Group Inc | 14,500 | $1.12M | 0.40% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 14,490 | $1.12M | 0.21% | 00.0% | Unchanged |
| GAMMA Investing LLC | 14,412 | $1.12M | 0.04% | +1,350+10.3% | Added |
| Sowell Financial Services LLC | 14,395 | $1.12M | 0.04% | −1,155−7.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,337 | $1.11M | 0.06% | −147,480−91.1% | Reduced |
| Old National Bancorp | 14,280 | $1.11M | 0.02% | −53,257−78.9% | Reduced |
| Independence Bank of Kentucky | 14,185 | $1.10M | 0.12% | −121−0.8% | Reduced |
| Abel Hall, LLC | 14,148 | $1.10M | 0.19% | −4,814−25.4% | Reduced |
| Wedbush Securities Inc | 13,938 | $1.08M | 0.03% | +1,025+7.9% | Added |
| Independent Financial Group, LLC | 13,902 | $1.08M | 0.02% | −91−0.7% | Reduced |
| IFP Advisors, Inc | 13,826 | $1.07M | 0.02% | −3,997−22.4% | Reduced |
| Hancock Whitney Corp | 13,790 | $1.07M | 0.02% | −919−6.2% | Reduced |
| Lee Danner & Bass Inc | 13,703 | $1.06M | 0.06% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 13,670 | $1.06M | 0.01% | −1,771−11.5% | Reduced |
| Crewe Advisors LLC | 13,577 | $1.05M | 0.08% | −548−3.9% | Reduced |
| First Horizon Corp | 13,553 | $1.05M | 0.04% | +627+4.9% | Added |
| Everstar Asset Management, LLC | 13,325 | $1.03M | 0.50% | +29+0.2% | Added |
| Norden Group LLC | 13,324 | $1.03M | 0.08% | −148−1.1% | Reduced |
| Caption Management, LLC | 13,300 | $1.03M | 0.04% | +100+0.8% | Added |
| Transcend Wealth Collective, LLC | 13,274 | $1.03M | 0.07% | +10.0% | Added |
| London & Capital Asset Management Ltd | 13,261 | $1.03M | 0.01% | +1,945+17.2% | Added |
| Connective Portfolio Management, LLC | 13,195 | $1.02M | 1.70% | −17,000−56.3% | Reduced |
| Net Worth Advisory Group | 13,173 | $1.02M | 0.26% | +1,411+12.0% | Added |
| Howland Capital Management LLC | 13,149 | $1.02M | 0.04% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 13,140 | $1.02M | 0.05% | −391−2.9% | Reduced |
| Alyeska Investment Group, L.P. | 13,049 | $1.01M | 0.00% | +13,049 | New |
| Rodgers Brothers Inc. | 13,000 | $1.01M | 0.10% | −200−1.5% | Reduced |
| Strait & Sound Wealth Management LLC | 12,992 | $1.01M | 0.35% | +524+4.2% | Added |
| SG Americas Securities, LLC | 12,958 | $1.00M | 0.00% | −149,045−92.0% | Reduced |
| Beck Mack & Oliver LLC | 12,947 | $1.00M | 0.02% | 00.0% | Unchanged |
| Cherokee Insurance Co | 12,939 | $1.00M | 0.39% | −12,500−49.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,926 | $1.00M | 0.02% | −27,808−68.3% | Reduced |
| Family Management Corp | 12,912 | $1.00M | 0.11% | −28−0.2% | Reduced |
| Motco | 12,912 | $1.00M | 0.09% | +1,481+13.0% | Added |
| Profund Advisors LLC | 12,891 | $999.6K | 0.03% | −373−2.8% | Reduced |
| Syon Capital LLC | 12,849 | $996.3K | 0.04% | +20+0.2% | Added |
| Chesley Taft & Associates LLC | 12,768 | $990.0K | 0.04% | +460+3.7% | Added |
| Pin Oak Investment Advisors Inc | 12,688 | $984.0K | 0.70% | +29+0.2% | Added |
| Capital Investment Advisors, LLC | 12,614 | $978.1K | 0.01% | +276+2.2% | Added |
| Sage Rhino Capital LLC | 12,482 | $967.9K | 0.16% | −173−1.4% | Reduced |
| Aprio Wealth Management, LLC | 12,427 | $963.6K | 0.05% | −1,486−10.7% | Reduced |
| One Wealth Advisors, LLC | 12,356 | $958.1K | 0.11% | −347−2.7% | Reduced |
| Intrust Bank NA | 12,352 | $957.8K | 0.07% | +130+1.1% | Added |
| Diversify Wealth Management, LLC | 11,015 | $951.4K | 0.02% | +682+6.6% | Added |
| Diversify Advisory Services, LLC | 11,015 | $951.4K | 0.02% | +11,015 | New |
| Intrua Financial, LLC | 12,196 | $945.7K | 0.09% | −1,068−8.1% | Reduced |
| West Family Investments, Inc. | 12,116 | $939.5K | 0.27% | +4,708+63.6% | Added |
| PDS Planning, Inc | 12,101 | $938.3K | 0.05% | +392+3.3% | Added |
| Pitcairn Wealth Advisors LLC | 12,035 | $933.2K | 0.10% | −166−1.4% | Reduced |
| Fiera Capital Corp | 11,964 | $927.7K | 0.00% | +1,967+19.7% | Added |
| Main Street Financial Solutions, LLC | 11,937 | $925.6K | 0.06% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 11,935 | $925.4K | 0.05% | −281−2.3% | Reduced |
| Summitry LLC | 11,807 | $915.5K | 0.03% | +115+1.0% | Added |
| Dorsey & Whitney Trust CO LLC | 11,752 | $911.3K | 0.04% | −512−4.2% | Reduced |
| Guggenheim Capital LLC | 11,689 | $906.4K | 0.01% | +349+3.1% | Added |
| Flagship Harbor Advisors, LLC | 11,677 | $905.5K | 0.03% | +542+4.9% | Added |