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 |
|---|---|---|---|---|---|
| Plan A Wealth LLC | 8,619 | $668.3K | 0.28% | +140+1.7% | Added |
| Radnor Capital Management, LLC | 8,610 | $667.6K | 0.09% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 8,607 | $667.4K | 0.18% | +100+1.2% | Added |
| National Philanthropic Trust | 8,587 | $665.8K | 0.01% | +508+6.3% | Added |
| Equitable Trust Co | 8,571 | $664.6K | 0.03% | −2,489−22.5% | Reduced |
| Xxi Wealth, LLC | 8,525 | $661.0K | 0.30% | +396+4.9% | Added |
| Artesa Financial Group, LLC | 8,519 | $660.6K | 0.56% | −999−10.5% | Reduced |
| Fortress Private Ledger, LLC | 8,513 | $660.1K | 0.18% | +573+7.2% | Added |
| Monticello Wealth Management, LLC | 8,504 | $659.4K | 0.04% | +72+0.9% | Added |
| Spire Wealth Management | 8,492 | $658.5K | 0.02% | −26−0.3% | Reduced |
| Ignite Planners, LLC | 8,485 | $657.9K | 0.09% | +34+0.4% | Added |
| Pines Wealth Management, LLC | 8,472 | $656.9K | 0.19% | −798−8.6% | Reduced |
| Pure Financial Advisors, Inc. | 8,467 | $656.5K | 0.01% | +1,622+23.7% | Added |
| Legacy Wealth Asset Management, LLC | 8,464 | $656.3K | 0.14% | −37−0.4% | Reduced |
| Altshuler Shaham Ltd | 8,436 | $654.1K | 0.01% | −4,673−35.6% | Reduced |
| EverSource Wealth Advisors, LLC | 8,419 | $652.7K | 0.02% | −111−1.3% | Reduced |
| Grimes & Company, Inc. | 8,398 | $651.2K | 0.01% | +184+2.2% | Added |
| EntryPoint Capital, LLC | 8,393 | $650.8K | 0.16% | +6,020+253.7% | Added |
| Philadelphia Trust Co | 8,367 | $649.0K | 0.04% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 8,351 | $647.5K | 0.30% | +104+1.3% | Added |
| Catalytic Wealth RIA, LLC | 8,346 | $647.1K | 0.04% | +799+10.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 8,333 | $646.1K | 0.03% | −469−5.3% | Reduced |
| Inscription Capital, LLC | 8,306 | $644.1K | 0.06% | −109−1.3% | Reduced |
| InTrack Investment Management Inc | 8,292 | $643.0K | 0.32% | +94+1.1% | Added |
| Farmers & Merchants Investments Inc | 8,279 | $642.0K | 0.02% | −500−5.7% | Reduced |
| Harrell Investment Partners, LLC | 8,212 | $636.8K | 0.14% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 8,171 | $633.6K | 0.03% | +914+12.6% | Added |
| 180 Wealth Advisors, LLC | 8,165 | $633.1K | 0.06% | −584−6.7% | Reduced |
| Eads & Heald Wealth Management | 8,141 | $631.3K | 0.31% | 00.0% | Unchanged |
| Mairs & Power Inc | 8,132 | $630.6K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 8,121 | $629.7K | 0.04% | −19−0.2% | Reduced |
| Estabrook Capital Management | 8,115 | $629.2K | 0.09% | +500+6.6% | Added |
| Westwood Holdings Group Inc. | 8,105 | $628.5K | 0.00% | +8,105 | New |
| Larry Mathis Financial Planning, LLC | 8,060 | $625.0K | 0.48% | −370−4.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,040 | $623.4K | 0.01% | +188+2.4% | Added |
| R.H. Dinel Investment Counsel, Inc. | 8,015 | $621.5K | 0.48% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 8,006 | $620.8K | 0.13% | 00.0% | Unchanged |
| Orion Investment Co | 7,989 | $619.5K | 0.18% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7,979 | $618.7K | 0.03% | +339+4.4% | Added |
| Bruce G. Allen Investments, LLC | 7,978 | $618.6K | 0.39% | −5−0.1% | Reduced |
| Modern Wealth Management, LLC | 7,973 | $618.2K | 0.01% | +3,284+70.0% | Added |
| Vann Equity Management LLC | 7,942 | $615.8K | 0.37% | +122+1.6% | Added |
| Conning Inc. | 7,934 | $615.2K | 0.02% | +1,368+20.8% | Added |
| Ameritas Advisory Services, LLC | 7,926 | $614.6K | 0.01% | +1,540+24.1% | Added |
| Centurion Wealth Management LLC | 7,908 | $613.2K | 0.15% | −671−7.8% | Reduced |
| Hollencrest Capital Management | 7,906 | $613.1K | 0.04% | 00.0% | Unchanged |
| James Investment Research Inc | 7,882 | $611.2K | 0.06% | +484+6.5% | Added |
| Stock Yards Bank & Trust Co | 7,863 | $609.7K | 0.02% | −703−8.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 7,201 | $607.9K | 0.03% | +277+4.0% | Added |
| GW Henssler & Associates Ltd | 7,781 | $603.3K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 7,761 | $601.8K | 0.04% | −405−5.0% | Reduced |
| Aries Wealth Management | 7,672 | $594.9K | 0.12% | −290−3.6% | Reduced |
| BKD Wealth Advisors, LLC | 7,663 | $594.2K | 0.01% | +944+14.0% | Added |
| Agf Management Ltd | 7,659 | $593.9K | 0.00% | +7,659 | New |
| Bright Futures Wealth Management, LLC. | 7,636 | $592.1K | 0.38% | −1,913−20.0% | Reduced |
| Chemistry Wealth Management LLC | 7,568 | $586.9K | 0.09% | −988−11.5% | Reduced |
| VeraBank, N.A. | 7,568 | $586.8K | 0.10% | −1,823−19.4% | Reduced |
| Belpointe Asset Management LLC | 7,536 | $584.4K | 0.02% | +2,833+60.2% | Added |
| Probity Advisors, Inc. | 7,532 | $584.0K | 0.08% | −226−2.9% | Reduced |
| Private Trust Co NA | 7,531 | $583.9K | 0.05% | −395−5.0% | Reduced |
| Mattern Wealth Management LLC | 7,520 | $583.1K | 0.10% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 7,510 | $582.3K | 0.01% | −1,835−19.6% | Reduced |
| Boston Family Office LLC | 7,509 | $582.0K | 0.04% | −250−3.2% | Reduced |
| Albert D Mason Inc | 7,471 | $579.3K | 0.33% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 7,469 | $579.2K | 0.13% | −536−6.7% | Reduced |
| Gotham Asset Management, LLC | 7,451 | $577.8K | 0.00% | −217−2.8% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 7,432 | $576.3K | 0.02% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 7,402 | $574.0K | 0.23% | −925−11.1% | Reduced |
| Councilmark Asset Management, LLC | 7,390 | $573.0K | 0.30% | +35+0.5% | Added |
| Ascent Group, LLC | 7,354 | $570.2K | 0.02% | −549−6.9% | Reduced |
| SmartHarvest Portfolios, LLC | 7,315 | $567.2K | 0.18% | +4,291+141.9% | Added |
| Trust Co of Vermont | 7,232 | $560.8K | 0.02% | +7,232 | New |
| Busey Wealth Management | 7,216 | $559.5K | 0.01% | −531−6.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,210 | $559.1K | 0.00% | +98+1.4% | Added |
| Kovack Advisors, Inc. | 7,284 | $558.4K | 0.03% | −447−5.8% | Reduced |
| Washington Trust Co | 7,186 | $557.2K | 0.02% | +765+11.9% | Added |
| Global Trust Asset Management, LLC | 7,165 | $555.6K | 0.17% | −60−0.8% | Reduced |
| Investors Research Corp | 7,163 | $555.4K | 0.10% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 7,161 | $555.3K | 0.10% | +181+2.6% | Added |
| AMG National Trust Bank | 7,152 | $554.6K | 0.01% | −467−6.1% | Reduced |
| Umb Bank N A | 7,120 | $552.1K | 0.01% | +11+0.2% | Added |
| Schnieders Capital Management, LLC. | 7,095 | $550.1K | 0.07% | +210+3.1% | Added |
| Dorato Capital Management | 6,677 | $549.0K | 0.37% | +65+1.0% | Added |
| Select Asset Management & Trust | 7,074 | $549.0K | 0.16% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 7,046 | $546.3K | 0.07% | +123+1.8% | Added |
| Jupiter Topco LLC | 7,026 | $544.8K | 0.00% | +7,026 | New |
| Tred Avon Family Wealth, LLC | 7,018 | $544.2K | 0.17% | +85+1.2% | Added |
| Atlantic Trust, LLC | 6,996 | $542.4K | 0.07% | −203−2.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,984 | $541.5K | 0.01% | −1,182−14.5% | Reduced |
| Harbour Capital Advisors, LLC | 6,578 | $540.9K | 0.10% | −105−1.6% | Reduced |
| Woodmont Investment Counsel LLC | 6,973 | $540.7K | 0.03% | 00.0% | Unchanged |
| LMCG Investments, LLC | 6,940 | $538.1K | 0.03% | +286+4.3% | Added |
| Seed Wealth Management, Inc. | 6,927 | $537.1K | 0.34% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 6,514 | $535.6K | 0.32% | +10+0.2% | Added |
| Financial Advisory Service, Inc. | 6,872 | $532.8K | 0.03% | +24+0.4% | Added |
| Wealth Alliance | 6,843 | $530.6K | 0.04% | −257−3.6% | Reduced |
| Capula Management Ltd | 6,819 | $528.7K | 0.00% | +6,819 | New |
| New Republic Capital, LLC | 6,771 | $525.6K | 0.12% | −14−0.2% | Reduced |
| Portland Global Advisors LLC | 6,770 | $524.9K | 0.05% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 6,766 | $524.7K | 0.19% | −291−4.1% | Reduced |