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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 11,675 | $905.3K | 0.01% | −3,873−24.9% | Reduced |
| Fractal Investments LLC | 11,588 | $898.5K | 0.10% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 11,515 | $892.9K | 0.36% | −120−1.0% | Reduced |
| Kathmere Capital Management, LLC | 11,508 | $892.3K | 0.05% | +1,264+12.3% | Added |
| Cowa, LLC | 11,463 | $888.8K | 0.22% | −183−1.6% | Reduced |
| Meridian Wealth Management, LLC | 11,462 | $888.8K | 0.03% | +583+5.4% | Added |
| Aptus Capital Advisors, LLC | 11,404 | $884.2K | 0.01% | −136−1.2% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 11,399 | $883.9K | 0.00% | −185−1.6% | Reduced |
| Hudson Portfolio Management LLC | 11,372 | $881.8K | 0.67% | −100−0.9% | Reduced |
| Flputnam Investment Management Co | 11,349 | $880.0K | 0.01% | −412−3.5% | Reduced |
| Versant Capital Management, Inc | 11,336 | $879.0K | 0.08% | +283+2.6% | Added |
| Sierra Capital LLC | 11,327 | $878.3K | 0.08% | −14,689−56.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 11,246 | $872.0K | 0.03% | −90−0.8% | Reduced |
| Ingalls & Snyder LLC | 11,197 | $868.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 11,181 | $867.0K | 0.02% | −24−0.2% | Reduced |
| HM Payson & Co | 11,158 | $865.2K | 0.01% | −822−6.9% | Reduced |
| John G Ullman & Associates Inc | 11,100 | $860.7K | 0.10% | 00.0% | Unchanged |
| Brighton Jones LLC | 11,040 | $856.1K | 0.02% | +893+8.8% | Added |
| Bradley Foster & Sargent Inc | 11,021 | $854.6K | 0.01% | +500+4.8% | Added |
| Glen Eagle Advisors, LLC | 10,981 | $851.5K | 0.11% | −99−0.9% | Reduced |
| Bridgewater Advisors Inc. | 9,344 | $851.0K | 0.05% | +256+2.8% | Added |
| Denali Advisors LLC | 10,935 | $847.9K | 0.09% | +182+1.7% | Added |
| Gratus Wealth Advisors, LLC | 10,920 | $846.7K | 0.11% | +95+0.9% | Added |
| Joel Isaacson & Co., LLC | 10,893 | $844.7K | 0.02% | +20.0% | Added |
| Mutual Advisors, LLC | 10,876 | $843.4K | 0.02% | −658−5.7% | Reduced |
| Basecamp Wealth Advisors LLC | 10,868 | $842.7K | 0.16% | −19−0.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 10,769 | $835.0K | 0.07% | +428+4.1% | Added |
| Banco de Sabadell, S.A | 10,766 | $833.0K | 0.49% | −69−0.6% | Reduced |
| Dynamic Advisor Solutions LLC | 10,725 | $831.6K | 0.02% | +330+3.2% | Added |
| Gateway Wealth Partners, LLC | 10,720 | $831.2K | 0.05% | −4,114−27.7% | Reduced |
| Cura Wealth Advisors, LLC | 10,631 | $824.3K | 0.35% | −50.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,613 | $822.9K | 0.02% | −84−0.8% | Reduced |
| Revolve Wealth Partners, LLC | 10,594 | $821.5K | 0.09% | +10,594 | New |
| Greenspring Advisors, LLC | 10,583 | $820.6K | 0.05% | +770+7.8% | Added |
| Finivi Inc. | 10,546 | $817.7K | 0.42% | −92−0.9% | Reduced |
| National Asset Management, Inc. | 10,614 | $816.1K | 0.04% | −372−3.4% | Reduced |
| Smithfield Trust Co | 10,524 | $815.0K | 0.03% | 00.0% | Unchanged |
| Frec Markets, Inc. | 10,469 | $811.8K | 0.07% | +1,209+13.1% | Added |
| Shoker Investment Counsel, Inc. | 10,466 | $811.6K | 0.20% | +229+2.2% | Added |
| Wedmont Private Capital | 9,848 | $809.8K | 0.02% | −1,479−13.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 10,433 | $809.0K | 0.20% | +867+9.1% | Added |
| Koshinski Asset Management, Inc. | 10,318 | $800.1K | 0.04% | +896+9.5% | Added |
| Smith, Moore & Co. | 10,280 | $797.1K | 0.05% | −50.0% | Reduced |
| Nwam LLC | 10,266 | $796.1K | 0.04% | −376−3.5% | Reduced |
| Evelyn Partners Group Ltd | 10,251 | $794.9K | 0.01% | +10,251 | New |
| Envestnet Portfolio Solutions, Inc. | 10,213 | $791.9K | 0.00% | +941+10.1% | Added |
| Indivisible Partners | 10,174 | $788.9K | 0.04% | +1,450+16.6% | Added |
| Pingora Partners LLC | 10,170 | $788.6K | 0.46% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,102 | $783.3K | 0.01% | 00.0% | Unchanged |
| Viewpoint Investment Partners Corp | 10,100 | $783.2K | 0.27% | +6,900+215.6% | Added |
| TD Private Client Wealth LLC | 10,078 | $781.4K | 0.01% | −2,209−18.0% | Reduced |
| Aull & Monroe Investment Management Corp | 10,021 | $777.0K | 0.32% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 10,010 | $776.2K | 0.06% | −242−2.4% | Reduced |
| Landmark Wealth Management, LLC | 10,000 | $775.4K | 0.19% | 00.0% | Unchanged |
| Payne Capital LLC | 10,000 | $775.4K | 0.65% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 9,960 | $772.3K | 0.69% | −1,610−13.9% | Reduced |
| SALT Holding Corp. | 9,938 | $770.6K | 0.41% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 9,904 | $768.0K | 0.23% | −2,419−19.6% | Reduced |
| Alhambra Investment Partners LLC | 9,811 | $760.7K | 0.33% | −638−6.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 9,771 | $757.6K | 0.06% | +1,616+19.8% | Added |
| W Advisors, LLC | 9,764 | $757.1K | 0.34% | 00.0% | Unchanged |
| Haverford Trust Co | 9,710 | $752.9K | 0.01% | −468−4.6% | Reduced |
| First Wilshire Securities Management Inc | 9,630 | $746.7K | 0.15% | 00.0% | Unchanged |
| Archetype Wealth Partners | 9,621 | $746.0K | 0.09% | +96+1.0% | Added |
| Rosenberg Matthew Hamilton | 9,618 | $745.8K | 0.14% | +608+6.7% | Added |
| Welch & Forbes LLC | 9,557 | $741.0K | 0.01% | +1,804+23.3% | Added |
| Choate Investment Advisors | 9,542 | $739.9K | 0.01% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 9,530 | $739.0K | 0.19% | −520−5.2% | Reduced |
| WSFS Capital Management, LLC | 9,454 | $733.1K | 0.03% | +50+0.5% | Added |
| Resources Investment Advisors, LLC. | 9,444 | $732.3K | 0.01% | −718−7.1% | Reduced |
| Investment Research Partners LLC | 9,433 | $731.4K | 0.25% | +2,200+30.4% | Added |
| Penbrook Management LLC | 9,400 | $728.9K | 0.46% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9,362 | $725.9K | 0.01% | +910+10.8% | Added |
| Leuthold Group, LLC | 9,348 | $724.8K | 0.07% | −2,643−22.0% | Reduced |
| EPG Wealth Management LLC | 9,338 | $724.0K | 0.17% | −3,901−29.5% | Reduced |
| Sigma Planning Corp | 9,336 | $723.9K | 0.02% | −320−3.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,320 | $722.7K | 0.02% | +5,051+118.3% | Added |
| Hunter Associates Investment Management LLC | 9,257 | $718.0K | 0.08% | +350+3.9% | Added |
| Eagle Rock Investment Company, LLC | 9,250 | $717.2K | 0.09% | 00.0% | Unchanged |
| Argent Trust Co | 9,218 | $714.8K | 0.02% | +2,250+32.3% | Added |
| Old North State Trust, LLC | 9,210 | $714.0K | 0.37% | +607+7.1% | Added |
| NBC Securities, Inc. | 9,206 | $713.8K | 0.05% | −235−2.5% | Reduced |
| Daymark Wealth Partners, LLC | 9,090 | $704.9K | 0.02% | +32+0.4% | Added |
| Larson Financial Group LLC | 9,089 | $704.7K | 0.02% | +206+2.3% | Added |
| Sovran Advisors, LLC | 8,158 | $703.2K | 0.05% | +769+10.4% | Added |
| Core Wealth Partners LLC | 9,049 | $701.7K | 0.30% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,012 | $698.8K | 0.01% | +307+3.5% | Added |
| Eastern Bank | 8,979 | $696.2K | 0.01% | +1,882+26.5% | Added |
| Shrier Wealth Management, LLC | 8,857 | $686.8K | 0.23% | +137+1.6% | Added |
| Wealthcare Advisory Partners LLC | 8,854 | $686.5K | 0.01% | −3,244−26.8% | Reduced |
| Crestwood Advisors Group LLC | 8,813 | $683.4K | 0.01% | +1,662+23.2% | Added |
| Confluence Wealth Services, Inc. | 8,804 | $682.6K | 0.02% | +6,421+269.5% | Added |
| Roehl & Yi Investment Advisors, LLC | 8,797 | $682.1K | 0.22% | +305+3.6% | Added |
| Fruth Investment Management | 8,776 | $680.0K | 0.16% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 8,742 | $677.9K | 0.04% | +120+1.4% | Added |
| Henry James International Management, Inc. | 8,690 | $673.8K | 0.20% | 00.0% | Unchanged |
| Brookstone Capital Management | 8,656 | $671.2K | 0.01% | +1,877+27.7% | Added |
| Empower Advisory Group, LLC | 8,638 | $669.8K | 0.00% | +606+7.5% | Added |
| RiverFront Investment Group, LLC | 8,628 | $669.0K | 0.01% | +2,513+41.1% | Added |
| Dearborn Partners LLC | 8,625 | $668.8K | 0.04% | +1,256+17.0% | Added |