# SHELL PLC (SHEL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SHEL/

- Reporting holders: 88
- Reported value: $116.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $20.2M | 212,329 | 0.3% | 19 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $19.9M | 209,444 | 0.3% | 12 |
| [Eastover Investment Advisors LLC](https://holderbook.com/funds/1472800-eastover-investment-advisors-llc/) | $9.5M | 99,496 | 3.7% | 19 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $6.7M | 70,690 | 0.1% | 19 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $5.6M | 58,826 | 0.4% | 18 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.4M | 56,334 | 0.0% | 16 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $4.9M | 51,091 | 1.4% | 16 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $2.2M | 23,425 | 0.0% | 3 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.2M | 23,170 | 0.1% | 19 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $2.1M | 22,487 | 0.1% | 19 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $2.1M | 22,159 | 0.5% | 8 |
| [Red Spruce Capital, LLC](https://holderbook.com/funds/1795356-red-spruce-capital-llc/) | $2.0M | 21,059 | 0.7% | 19 |
| [Parrish Capital LLC](https://holderbook.com/funds/2131053-parrish-capital-llc/) | $1.9M | 20,256 | 1.9% | 4 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.7M | 17,984 | 0.0% | 19 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $1.7M | 17,771 | 0.0% | 3 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $1.6M | 16,999 | 0.1% | 18 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.5M | 16,067 | 0.1% | 12 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $1.4M | 14,413 | 1.1% | 4 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $1.2M | 12,256 | 0.1% | 9 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.1M | 10,696 | 0.0% | 18 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $896.3K | 9,430 | 0.2% | 19 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $889.5K | 9,358 | 0.0% | 9 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $871.6K | 9,168 | 0.6% | 1 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $823.8K | 8,666 | 0.3% | 7 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $803.1K | 8,449 | 0.2% | 19 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 88 | $116.2M |
| Q2 2026 | 1,536 | $31.3B |
| Q1 2026 | 1,599 | $36.9B |
| Q4 2025 | 1,470 | $28.0B |
| Q3 2025 | 1,405 | $27.6B |
| Q2 2025 | 1,411 | $28.6B |
| Q1 2025 | 1,430 | $30.0B |
| Q4 2024 | 1,385 | $25.2B |
| Q3 2024 | 1,359 | $25.4B |
| Q2 2024 | 1,395 | $27.4B |
| Q1 2024 | 1,355 | $25.3B |
| Q4 2023 | 1,328 | $23.9B |