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 |
|---|---|---|---|---|---|
| Avant Capital LLC | 6,748 | $523.2K | 0.33% | 00.0% | Unchanged |
| PFG Advisors | 6,744 | $522.9K | 0.03% | −2,743−28.9% | Reduced |
| Focused Alpha, LLC | 6,742 | $522.8K | 0.13% | −694−9.3% | Reduced |
| Rothschild Investment LLC | 6,741 | $522.7K | 0.02% | +435+6.9% | Added |
| Broyhill Asset Management | 6,740 | $522.6K | 0.46% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 6,722 | $521.2K | 0.08% | +4,148+161.1% | Added |
| Axxcess Wealth Management, LLC | 6,704 | $519.8K | 0.01% | +6,704 | New |
| Anchyra Partners LLC | 6,696 | $519.2K | 0.12% | +113+1.7% | Added |
| Peregrine Asset Advisers, Inc. | 6,659 | $516.3K | 0.11% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6,659 | $516.3K | 0.08% | −6−0.1% | Reduced |
| Avantra Family Wealth, Inc. | 6,651 | $515.7K | 0.33% | −5,217−44.0% | Reduced |
| DMG Group, LLC | 6,648 | $515.5K | 0.35% | −961−12.6% | Reduced |
| BigSur Wealth Management LLC | 6,586 | $510.7K | 0.12% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6,552 | $508.0K | 0.23% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 6,528 | $506.2K | 0.05% | +2,437+59.6% | Added |
| Boyd Watterson Asset Management LLC | 6,526 | $506.0K | 0.14% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 6,500 | $504.0K | 0.02% | −111−1.7% | Reduced |
| Davis R M Inc | 6,500 | $504.0K | 0.01% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,500 | $504.0K | 0.02% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 6,494 | $503.6K | 0.06% | +2,898+80.6% | Added |
| Gables Capital Management Inc. | 6,490 | $503.2K | 0.18% | 00.0% | Unchanged |
| Courier Capital LLC | 6,454 | $500.5K | 0.02% | +21+0.3% | Added |
| Marks Group Wealth Management, Inc | 6,437 | $499.1K | 0.04% | −1,079−14.4% | Reduced |
| Vaughan David Investments LLC | 6,393 | $496.0K | 0.01% | −437−6.4% | Reduced |
| SFMG, LLC | 6,393 | $495.7K | 0.03% | +519+8.8% | Added |
| Holistic Planning, LLC | 6,373 | $494.2K | 0.08% | +310+5.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 6,366 | $493.6K | 0.11% | +40+0.6% | Added |
| Avestar Capital, LLC | 6,328 | $490.7K | 0.03% | +439+7.5% | Added |
| Minot DeBlois Advisors LLC | 6,328 | $490.7K | 0.42% | +21+0.3% | Added |
| Rossmore Private Capital | 6,298 | $488.3K | 0.04% | −10−0.2% | Reduced |
| Moneta Group Investment Advisors LLC | 6,287 | $487.5K | 0.00% | −324−4.9% | Reduced |
| Gallacher Capital Management LLC | 6,278 | $486.8K | 0.27% | −5,440−46.4% | Reduced |
| Wallace Advisory Group, LLC | 6,272 | $486.3K | 0.46% | +258+4.3% | Added |
| R Squared Ltd | 6,266 | $485.9K | 0.26% | +6,266 | New |
| Thrivent Financial for Lutherans | 6,265 | $485.0K | 0.00% | +213+3.5% | Added |
| Capital Advisors Inc | 6,201 | $480.8K | 0.01% | −260−4.0% | Reduced |
| Yousif Capital Management, LLC | 6,170 | $478.4K | 0.01% | −20,694−77.0% | Reduced |
| Romano Brothers and Company | 6,150 | $476.9K | 0.05% | 00.0% | Unchanged |
| Camden Capital, LLC | 6,144 | $476.4K | 0.02% | −590−8.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,142 | $476.3K | 0.12% | −25−0.4% | Reduced |
| Venture Visionary Partners LLC | 6,114 | $474.1K | 0.01% | −62−1.0% | Reduced |
| NTV Asset Management LLC | 6,111 | $473.8K | 0.05% | −600−8.9% | Reduced |
| Sig Brokerage, LP | 6,110 | $473.8K | 0.08% | +6,110 | New |
| Riversedge Advisors, LLC | 6,083 | $471.7K | 0.06% | +1,202+24.6% | Added |
| Hardy Reed LLC | 6,081 | $471.5K | 0.03% | −33−0.5% | Reduced |
| Jackson Square Capital, LLC | 6,048 | $469.0K | 0.07% | +215+3.7% | Added |
| Legacy Capital Wealth Partners, LLC | 6,047 | $468.9K | 0.09% | −42−0.7% | Reduced |
| Resonant Capital Advisors, LLC | 6,021 | $466.9K | 0.02% | −1,514−20.1% | Reduced |
| Trust Co of Virginia | 6,018 | $466.6K | 0.04% | +71+1.2% | Added |
| Hamel Associates, Inc. | 6,050 | $466.4K | 0.13% | 00.0% | Unchanged |
| Advisor OS, LLC | 6,006 | $465.7K | 0.03% | +523+9.5% | Added |
| GQG Partners LLC | 6,001 | $465.3K | 0.00% | 00.0% | Unchanged |
| Strategic Advisors LLC | 6,000 | $465.2K | 0.10% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 6,000 | $465.2K | 0.04% | 00.0% | Unchanged |
| Apella Capital, LLC | 5,650 | $463.3K | 0.01% | +1,603+39.6% | Added |
| Personal Cfo Solutions, LLC | 5,936 | $460.3K | 0.07% | +6+0.1% | Added |
| Modera Wealth Management, LLC | 5,902 | $457.6K | 0.00% | +198+3.5% | Added |
| Elevated Capital Advisors, LLC | 5,881 | $456.0K | 0.13% | 00.0% | Unchanged |
| Rexford Capital Inc | 5,858 | $454.2K | 0.28% | +249+4.4% | Added |
| Eight 31 Financial LLC | 5,855 | $454.0K | 0.27% | −357−5.7% | Reduced |
| Alessandra Capital Management, LLC | 5,844 | $453.1K | 0.32% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,838 | $452.6K | 0.04% | +100+1.7% | Added |
| Qtron Investments LLC | 5,836 | $452.5K | 0.06% | −10,391−64.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 5,831 | $452.2K | 0.01% | −3,737−39.1% | Reduced |
| Sittner & Nelson, LLC | 5,828 | $451.9K | 0.14% | −169−2.8% | Reduced |
| First National Bank of Hutchinson | 5,808 | $450.4K | 0.25% | −1,690−22.5% | Reduced |
| ClearAlpha Technologies LP | 5,802 | $449.9K | 0.77% | −6,862−54.2% | Reduced |
| Advisors Capital Management, LLC | 5,791 | $449.1K | 0.00% | +1,388+31.5% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 5,721 | $447.1K | 0.13% | −612−9.7% | Reduced |
| DSG Capital Advisors, LLC | 5,284 | $446.0K | 0.06% | +8+0.2% | Added |
| Beaton Management Co. Inc. | 5,740 | $445.0K | 0.18% | −450−7.3% | Reduced |
| Cooper Financial Group | 5,731 | $444.4K | 0.04% | +1,716+42.7% | Added |
| Dynamic Technology Lab Private Ltd | 5,722 | $444.0K | 0.10% | +532+10.3% | Added |
| Langley Wealth Management, LLC | 5,717 | $443.3K | 0.43% | +5,717 | New |
| SFG Wealth Management, LLC. | 5,711 | $442.8K | 0.16% | +5,711 | New |
| Essex Savings Bank | 5,705 | $442.4K | 0.10% | −15−0.3% | Reduced |
| Beaumont Financial Advisors, LLC | 5,700 | $442.0K | 0.03% | +270+5.0% | Added |
| Dopkins Wealth Management, LLC | 5,696 | $441.7K | 0.16% | +5,696 | New |
| Simplicity Wealth,LLC | 5,691 | $441.3K | 0.01% | −3,498−38.1% | Reduced |
| Essex Financial Services, Inc. | 5,671 | $439.7K | 0.02% | +435+8.3% | Added |
| MONECO Advisors, LLC | 5,665 | $439.3K | 0.03% | +889+18.6% | Added |
| Community Bank of Raymore | 5,650 | $438.1K | 0.26% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 5,611 | $435.1K | 0.33% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 5,602 | $434.4K | 0.09% | +43+0.8% | Added |
| Freestone Capital Holdings, LLC | 5,566 | $431.6K | 0.01% | +243+4.6% | Added |
| CFS Investment Advisory Services, LLC | 5,523 | $430.9K | 0.03% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 5,535 | $429.2K | 0.11% | +96+1.8% | Added |
| Gryphon Financial Partners LLC | 5,529 | $428.7K | 0.04% | −1,133−17.0% | Reduced |
| Csenge Advisory Group | 5,503 | $426.7K | 0.02% | +937+20.5% | Added |
| Robertson Stephens Wealth Management, LLC | 5,477 | $424.7K | 0.01% | −69−1.2% | Reduced |
| Puzo Michael J | 5,450 | $422.6K | 0.11% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 5,427 | $420.8K | 0.03% | −2,619−32.6% | Reduced |
| Berkeley Capital Partners, LLC | 5,406 | $419.2K | 0.09% | +231+4.5% | Added |
| Brucke Financial, Inc. | 5,404 | $419.0K | 0.19% | +404+8.1% | Added |
| Encompass More Asset Management | 5,367 | $416.2K | 0.06% | −63−1.2% | Reduced |
| Capital Investment Advisory Services, LLC | 5,364 | $415.9K | 0.03% | −165−3.0% | Reduced |
| KG&L Capital Management,LLC | 5,353 | $415.1K | 0.25% | +2,558+91.5% | Added |
| PFS Partners, LLC | 5,344 | $414.4K | 0.17% | +50+0.9% | Added |
| Northeast Investment Management | 5,304 | $411.3K | 0.02% | +75+1.4% | Added |
| Fulton Bank, N.A. | 5,300 | $411.0K | 0.01% | +1,349+34.1% | Added |