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Who Owns Shell PLC

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Shell PLC.

Who crossed 5% of SHEL →
Managers holding
77
as of 2026-09-30
Reported value
$114.3M
summed across filings
Shares held
1.2M
Added vs trimmed
29 / 23
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Douglas Lane & Associates, LLCCOMMON212.3K shtrimmed$20.2M
SAPIENT CAPITAL LLCSPON ADS209.4K shtrimmed$19.9M
Eastover Investment Advisors LLCSPON ADS99.5K shadded$9.5M
Gradient Investments LLCSPON ADS70.7K shtrimmed$6.7M
NEVILLE RODIE & SHAW INCCOM66.5K shheld$6.3M
YHB Investment Advisors, Inc.SPON ADS58.8K shadded$5.6M
Farther Finance Advisors, LLCADR56.3K shtrimmed$5.4M
HF Advisory Group, LLCSPON ADS51.1K shadded$4.9M
Avidian Wealth Enterprises, LLCSPON ADS23.2K shadded$2.2M
PARK NATIONAL CORP /OH/Com22.5K shtrimmed$2.1M
RFG - Bristol Wealth Advisors, LLCSPON ADS22.2K shadded$2.1M
Red Spruce Capital, LLCSPON ADS21.1K shtrimmed$2M
Valeo Financial Advisors, LLCADR18K shadded$1.7M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM17.8K shadded$1.7M
MOODY NATIONAL BANK TRUST DIVISIONSPON ADS17K shadded$1.6M
GAMMA Investing LLCADR16.1K shadded$1.5M
Wedmont Private CapitalSPON ADS10.7K shadded$1.1M
Rosenberg Matthew HamiltonADR9.4K shtrimmed$896.3K
EASTERN BANKSPON ADS9.4K shadded$889.5K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCSPON ADS9.2K shadded$871.6K
Plan A Wealth LLCSPON ADS8.7K shadded$823.8K
Legacy Wealth Asset Management, LLCSPON ADS8.4K shtrimmed$803.1K
RIVERSEDGE ADVISORS, LLCSPON ADS8K shadded$762.1K
Vann Equity Management LLCSPON ADS8K shadded$757.6K
Investors Research CorpSPON ADS7.1K shtrimmed$672.7K
Dorato Capital ManagementSPON ADS6.7K shheld$646.7K
Venture Visionary Partners LLCSPON ADS6.8K shadded$642.2K
Nautilus Advisors LLCSPON ADS6.6K shadded$626.4K
Cooper Financial GroupSPON ADS6K shadded$572.1K
VISTA INVESTMENT PARTNERS LLCSPON ADS5.7K shadded$537.1K
Bill Few Associates, Inc.SPON ADS5.6K shadded$533.5K
Atlas Brown,Inc.ADR4.8K shheld$460.8K
Apella Capital, LLCSPON ADS4.7K shtrimmed$451.6K
Greenfield Savings BankSPON ADS4.7K shheld$442.4K
Breakwater Capital GroupSPON ADS4.6K shtrimmed$437.8K
Hardin Capital Partners, LLCSPON ADS4.5K shtrimmed$427.9K
TITLEIST ASSET MANAGEMENT, LLCSPON ADS4.1K shadded$393.9K
Shulman DeMeo Asset Management LLCSPON ADS4.1K shtrimmed$393K
AVITY INVESTMENT MANAGEMENT INC.SPON ADS4K shheld$379.2K
Successful Portfolios LLCSPON ADS3.8K shheld$367K
Ballew Advisors, IncSPON ADS3.7K shtrimmed$359.7K
Capital Advisors Wealth Management, LLCSPON ADS3.8K shtrimmed$359.2K
AMERICAN NATIONAL BANK & TRUSTSPON ADS3.7K shheld$351.5K
CHAPIN DAVIS, INC.SPON ADS3.4K shadded$325.7K
Graves Light Lenhart Wealth, Inc.SPON ADS3.2K shheld$307.7K
LifeGoal Investments, LLCSPON ADS3.1K sh—$294.2K
Legacy Private Trust Co.SPON ADS3.1K shheld$292.3K
CANANDAIGUA NATIONAL BANK & TRUST COCom2.8K shheld$267.7K
Trust CoADR2.8K shtrimmed$266.9K
Allen Mooney & Barnes Investment Advisors LLCADR2.6K shtrimmed$251K
Hummer Financial Advisory Services IncSPON ADS2.6K shheld$244.2K
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIADR2.6K shheld$243.8K
Insight Wealth Strategies, LLCSPON ADS2.5K shheld$242.3K
Weaver Consulting GroupSPON ADS2.4K shtrimmed$231.8K
TOMPKINS FINANCIAL CORPSPON ADS2.4K shheld$227.6K
ARGUS INVESTORS' COUNSEL, INC.COM2.2K shadded$213.1K
BAKER TILLY WEALTH MANAGEMENT, LLCSPON ADS2.2K shtrimmed$205.9K
Veery Capital, LLCSPON ADS2.2K shtrimmed$204.5K
PFW Advisors LLCSPON ADS2.1K shtrimmed$202K
GK Wealth Management LLCSPON ADS1.7K sh—$161.5K
CoreCap Advisors, LLCADR1.6K shadded$153.7K
Grove Bank & TrustSPON ADS1.5K shtrimmed$139.8K
Acropolis Investment Management, LLCSPON ADS1.5K shtrimmed$139.2K
ARMSTRONG ADVISORY GROUP, INCSPON ADS999 shadded$95K
Bank of New HampshireSPON ADS791 shheld$75.2K
Retirement Wealth Solutions LLCSPON ADS478 shadded$45.5K
Wealth Enhancement Trust Services, Inc.SPON ADS475 shadded$45.1K
Quintet Private Bank (Europe) S.A.SPON ADS407 shheld$38.7K
Byrne Asset Management LLCCOM394 shadded$37.7K
GILPIN WEALTH MANAGEMENT, LLCSPON ADS118 sh—$11.2K
TOTH FINANCIAL ADVISORY CORPSPON ADS105 shadded$10K
ELEVATION WEALTH PARTNERS, LLCSPON ADS103 sh—$9.8K
MJT & Associates Financial Advisory Group, Inc.ADR66 shheld$6.3K
Pacifica Partners Inc.SPON ADS50 shheld$4.8K
Olistico Wealth, LLCADR45 shheld$4.3K
Horrell Capital Management, Inc.TENDER OFFER32 shheld$3K
ATWOOD & PALMER INCCOM15 shheld$1.4K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on SHEL

Company overviewEverything on SHEL in one place, with the price.SEC filingsWhat SHEL's 8-Ks say happened: results, departures, auditor changes.Funds holding itWhich funds and ETFs hold SHEL, and how big a bet.LobbyingWhat SHEL spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on SHEL's account, and who they worked for.Federal contractsWhat federal agencies pay SHEL.PatentsWhat SHEL is filing at the patent office.

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