SHELL PLC (SHEL)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
88
Reporting holders
$116.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,448
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $20.2M | 212,329 | 0.27% | 19q | -3.9%-$814.3K |
| SAPIENT CAPITAL LLC | $19.9M | 209,444 | 0.27% | 12q | -50.2%-$20.1M |
| Eastover Investment Advisors LLC | $9.5M | 99,496 | 3.68% | 19q | HELD |
| Gradient Investments LLC | $6.7M | 70,690 | 0.10% | 19q | -3.3%-$230.0K |
| YHB Investment Advisors, Inc. | $5.6M | 58,826 | 0.35% | 18q | HELD |
| Farther Finance Advisors, LLC | $5.4M | 56,334 | 0.04% | 16q | -1.0%-$56.7K |
| HF Advisory Group, LLC | $4.9M | 51,091 | 1.45% | 16q | +6.2%+$283.1K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.2M | 23,425 | 0.04% | 3q | +36.2%+$591.5K |
| Avidian Wealth Enterprises, LLC | $2.2M | 23,170 | 0.06% | 19q | +5.2%+$109.6K |
| PARK NATIONAL CORP /OH/ | $2.1M | 22,487 | 0.06% | 19q | -4.5%-$101.0K |
| RFG - Bristol Wealth Advisors, LLC | $2.1M | 22,159 | 0.50% | 8q | HELD |
| Red Spruce Capital, LLC | $2.0M | 21,059 | 0.71% | 19q | HELD |
| Parrish Capital LLC | $1.9M | 20,256 | 1.88% | 4q | +1.7%+$31.7K |
| Valeo Financial Advisors, LLC | $1.7M | 17,984 | 0.04% | 19q | +8.4%+$133.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.7M | 17,771 | 0.02% | 3q | +0.6%+$10.1K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.6M | 16,999 | 0.13% | 18q | +3.0%+$46.4K |
| GAMMA Investing LLC | $1.5M | 16,067 | 0.05% | 12q | +11.5%+$157.3K |
| Miller Global Investments, LLC | $1.4M | 14,413 | 1.10% | 4q | -1.2%-$16.9K |
| Versant Capital Management, Inc | $1.2M | 12,256 | 0.10% | 9q | +8.1%+$87.4K |
| Wedmont Private Capital | $1.1M | 10,696 | 0.03% | 18q | +8.6%+$85.0K |
| Rosenberg Matthew Hamilton | $896.3K | 9,430 | 0.16% | 19q | -2.0%-$17.9K |
| EASTERN BANK | $889.5K | 9,358 | 0.01% | 9q | +4.2%+$36.0K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $871.6K | 9,168 | 0.62% | new | NEW |
| Plan A Wealth LLC | $823.8K | 8,666 | 0.29% | 7q | +0.5%+$4.5K |
| Legacy Wealth Asset Management, LLC | $803.1K | 8,449 | 0.18% | 19q | HELD |
| RIVERSEDGE ADVISORS, LLC | $762.1K | 8,018 | 0.09% | 10q | +31.8%+$183.9K |
| Vann Equity Management LLC | $757.6K | 7,971 | 0.45% | 3q | HELD |
| Investors Research Corp | $672.7K | 7,077 | 0.12% | 18q | -1.2%-$8.2K |
| Dorato Capital Management | $646.7K | 6,677 | 0.43% | 4q | HELD |
| Venture Visionary Partners LLC | $642.2K | 6,756 | 0.02% | 19q | +10.5%+$61.0K |
| Nautilus Advisors LLC | $626.4K | 6,590 | 0.38% | 8q | +1.2%+$7.2K |
| Cooper Financial Group | $572.1K | 6,019 | 0.05% | 18q | +5.0%+$27.4K |
| VISTA INVESTMENT PARTNERS LLC | $537.1K | 5,651 | 0.14% | 12q | +2.1%+$11.0K |
| Bill Few Associates, Inc. | $533.5K | 5,613 | 0.11% | 18q | HELD |
| Atlas Brown,Inc. | $460.8K | 4,848 | 0.12% | 19q | HELD |
| Apella Capital, LLC | $451.6K | 4,663 | 0.01% | 5q | -17.5%-$95.6K |
| Greenfield Savings Bank | $442.4K | 4,654 | 0.17% | 18q | HELD |
| Breakwater Capital Group | $437.8K | 4,606 | 0.05% | 11q | -0.9%-$4.0K |
| Hardin Capital Partners, LLC | $427.9K | 4,502 | 0.21% | 10q | -6.0%-$27.3K |
| TITLEIST ASSET MANAGEMENT, LLC | $393.9K | 4,144 | 0.03% | 11q | +2.1%+$8.3K |
| Shulman DeMeo Asset Management LLC | $393.0K | 4,072 | 0.08% | 19q | -3.4%-$14.0K |
| DOLIVER ADVISORS, LP | $386.1K | 4,062 | 0.08% | 16q | -3.9%-$15.8K |
| AVITY INVESTMENT MANAGEMENT INC. | $379.2K | 3,989 | 0.02% | 13q | HELD |
| Successful Portfolios LLC | $367.0K | 3,804 | 0.17% | 19q | HELD |
| Ballew Advisors, Inc | $359.7K | 3,738 | 0.18% | 18q | -4.4%-$16.5K |
| Capital Advisors Wealth Management, LLC | $359.2K | 3,779 | 0.04% | 2q | -1.0%-$3.6K |
| AMERICAN NATIONAL BANK & TRUST | $351.5K | 3,698 | 0.03% | 2q | HELD |
| CHAPIN DAVIS, INC. | $325.7K | 3,426 | 0.06% | 3q | HELD |
| Boltwood Capital Management | $312.2K | 3,285 | 0.07% | 3q | +20.6%+$53.2K |
| Graves Light Lenhart Wealth, Inc. | $307.7K | 3,237 | 0.03% | 14q | HELD |
| LifeGoal Investments, LLC | $294.2K | 3,095 | 0.09% | new | NEW |
| Legacy Private Trust Co. | $292.3K | 3,075 | 0.02% | 7q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $267.7K | 2,816 | 0.02% | 5q | HELD |
| Trust Co | $266.9K | 2,808 | 0.02% | 14q | HELD |
| Montecito Bank & Trust | $264.7K | 2,785 | 0.04% | 11q | -3.1%-$8.6K |
| Allen Mooney & Barnes Investment Advisors LLC | $251.0K | 2,640 | 0.04% | 3q | -2.7%-$7.0K |
| Hummer Financial Advisory Services Inc | $244.2K | 2,569 | 0.16% | new | NEW |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $243.8K | 2,565 | 0.02% | new | NEW |
| Insight Wealth Strategies, LLC | $242.3K | 2,549 | 0.02% | new | NEW |
| Stonebridge Financial Group, LLC | $237.4K | 2,498 | 0.02% | new | NEW |
| Weaver Consulting Group | $231.8K | 2,439 | 0.05% | new | NEW |
| TOMPKINS FINANCIAL CORP | $227.6K | 2,394 | 0.02% | 18q | HELD |
| ARGUS INVESTORS' COUNSEL, INC. | $213.1K | 2,242 | 0.17% | new | NEW |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $205.9K | 2,166 | 0.04% | new | NEW |
| Veery Capital, LLC | $204.5K | 2,152 | 0.05% | new | NEW |
| PFW Advisors LLC | $202.0K | 2,125 | 0.06% | 5q | -19.4%-$48.7K |
| Noble Wealth Management PBC | $179.3K | 1,886 | 0.08% | 4q | HELD |
| GK Wealth Management LLC | $161.5K | 1,699 | 0.09% | new | NEW |
| CoreCap Advisors, LLC | $153.7K | 1,617 | 0.00% | 9q | +37.3%+$41.7K |
| Grove Bank & Trust | $139.8K | 1,471 | 0.01% | 16q | HELD |
| Acropolis Investment Management, LLC | $139.2K | 1,465 | 0.01% | 3q | -51.5%-$147.8K |
| Roxbury Financial LLC | $102.0K | 1,073 | 0.08% | 8q | +0.8% |
| ARMSTRONG ADVISORY GROUP, INC | $95.0K | 999 | 0.01% | 16q | +36.3%+$25.3K |
| Bank of New Hampshire | $75.2K | 791 | 0.02% | 18q | HELD |
| Retirement Wealth Solutions LLC | $45.5K | 478 | 0.02% | 8q | +57.8%+$16.6K |
| Wealth Enhancement Trust Services, Inc. | $45.1K | 475 | 0.00% | 4q | -47.5%-$40.9K |
| Quintet Private Bank (Europe) S.A. | $38.7K | 407 | 0.00% | 3q | HELD |
| Byrne Asset Management LLC | $37.7K | 394 | 0.02% | 15q | +515.6%+$31.6K |
| GoalVest Advisory LLC | $12.3K | 129 | 0.00% | 4q | HELD |
| Planning Strategies Inc. | $11.3K | 119 | 0.01% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $11.2K | 118 | 0.01% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $10.0K | 105 | 0.00% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $9.8K | 103 | 0.00% | new | NEW |
| NEVILLE RODIE & SHAW INC | $6.3K | 66,450 | 0.43% | 19q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $6.3K | 66 | 0.00% | 5q | HELD |
| Pacifica Partners Inc. | $4.8K | 50 | 0.00% | 19q | HELD |
| Olistico Wealth, LLC | $4.3K | 45 | 0.00% | 4q | HELD |
| Horrell Capital Management, Inc. | $3.0K | 32 | 0.00% | 3q | HELD |
| ATWOOD & PALMER INC | $1.4K | 15 | 0.00% | 19q | HELD |
| CX Institutional | $64 | 673 | 0.00% | 7q | +413.7% |
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-09-14 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 88 | $116.2M | 1,221,357 | 15 | 24 | 20 | 0.0% |
| Q2 2026 | 1,536 | $31.3B | 380,160,540 | 97 | 518 | 495 | 5.9% |
| Q1 2026 | 1,599 | $36.9B | 374,205,834 | 227 | 466 | 484 | 5.8% |
| Q4 2025 | 1,470 | $28.0B | 362,170,318 | 91 | 457 | 440 | 5.0% |
| Q3 2025 | 1,405 | $27.6B | 364,350,289 | 89 | 440 | 457 | 5.5% |
| Q2 2025 | 1,411 | $28.6B | 383,184,797 | 88 | 443 | 459 | 5.6% |
| Q1 2025 | 1,430 | $30.0B | 389,355,844 | 145 | 434 | 432 | 5.1% |
| Q4 2024 | 1,385 | $25.2B | 381,910,113 | 69 | 378 | 497 | 5.0% |
| Q3 2024 | 1,359 | $25.4B | 363,198,635 | 77 | 422 | 448 | 5.6% |
| Q2 2024 | 1,395 | $27.4B | 371,477,436 | 109 | 457 | 420 | 5.1% |
| Q1 2024 | 1,355 | $25.3B | 361,324,835 | 103 | 445 | 420 | 4.3% |
| Q4 2023 | 1,328 | $23.9B | 342,978,943 | 87 | 362 | 490 | 5.9% |
| Q3 2023 | 1,277 | $22.5B | 330,017,026 | 117 | 416 | 371 | 5.7% |
| Q2 2023 | 1,215 | $20.1B | 317,684,477 | 81 | 366 | 391 | 6.4% |
| Q1 2023 | 1,201 | $20.3B | 334,946,220 | 107 | 374 | 362 | 7.3% |
| Q4 2022 | 1,195 | $18.0B | 298,378,337 | 122 | 333 | 388 | 7.6% |
| Q3 2022 | 1,106 | $15.2B | 291,451,062 | 77 | 357 | 344 | 6.2% |
| Q2 2022 | 1,129 | $16.2B | 298,528,135 | 224 | 324 | 310 | 5.2% |
| Q1 2022 | 989 | $16.4B | 282,840,359 | 974 | 3 | 3 | 6.7% |
| Q4 2021 | 16 | $570.1M | 200,810 | 5 | 0 | 1 | 98.5% |
| Q3 2021 | 10 | $355.5M | 3,894 | 0 | 0 | 0 | 100.0% |
| Q2 2021 | 10 | $247.2M | 3,794 | 3 | 0 | 0 | 99.9% |
| Q1 2021 | 10 | $184.9M | 3,794 | 4 | 0 | 0 | 99.9% |
| Q4 2020 | 7 | $52.6M | 3,770 | 0 | 0 | 2 | 99.7% |
| Q3 2020 | 8 | $40.0M | 3,883 | 1 | 1 | 1 | 99.8% |
| Q2 2020 | 9 | $57.0M | 4,974 | 0 | 0 | 3 | 99.8% |
| Q1 2020 | 8 | $51.4M | 5,475 | 2 | 1 | 0 | 99.7% |
| Q4 2019 | 9 | $48.2M | 9,254 | 1 | 0 | 0 | 99.0% |
| Q3 2019 | 7 | $53.6M | 3,978 | 2 | 0 | 0 | 99.7% |
| Q2 2019 | 6 | $40.9M | 3,978 | 0 | 0 | 0 | 99.5% |
| Q1 2019 | 6 | $51.7M | 3,978 | 0 | 0 | 2 | 99.6% |
| Q4 2018 | 7 | $52.2M | 4,500 | 0 | 0 | 0 | 99.7% |