Shell PLC-ADRSHEL

13F holders, Q2 2026 (June 30)
1,532holders −65
91new positions
154sold out
12famous investors
$77.56avg. 13F price*

At the end of Q2 2026, 1,532 institutions reported holding Shell PLC-ADR (SHEL) in their 13F filings, down 65 from Q1 2026. 91 opened new positions and 154 sold out. The largest holders were FMR LLC ($6.8B), Fisher Asset Management ($2.1B) and Dimensional Fund Advisors LP ($2.0B). 12 famous investors held it, including Ken Fisher (0.6% of Fisher Asset Management's portfolio), Ray Dalio (0.5% of Bridgewater Associates's portfolio) and Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio).

Company
Shell PLC-ADR
CUSIP
780259305
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions91$664.9M
Exits154$289.0M

All 13F filers, Q1 2026 → Q2 2026: 35,711,631 shares bought and 36,107,323 shares sold, net −395,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,532 holders

FMR LLC 0.29% Reduce -10.5% 87,332,346 $6.8B
Fisher Asset Management 0.64% Add +0.6% 27,633,155 $2.1B
Dimensional Fund Advisors LP 0.36% Add +2.7% 25,363,810 $2.0B
Morgan Stanley 0.04% Add +11.4% 10,779,129 $835.8M
Goldman Sachs Group Inc. 0.09% Add +112.1% 10,560,692 $818.9M
T. Rowe Price Associates Inc. 0.08% Reduce -6.9% 9,835,553 $762.6M
Orbis Allan Gray Ltd 2.36% Add +115.1% 8,847,436 $686.0M
Mawer Investment Management Ltd. 4.22% Add +12.6% 8,013,792 $621.4M
Bank of America Corp. 0.04% Add +1.9% 7,709,715 $597.8M
Arrowstreet Capital, Limited Partnership 0.23% Reduce -6.5% 6,727,122 $521.6M
Franklin Resources Inc. 0.11% Reduce -8.6% 6,697,185 $519.3M
Hotchkis & Wiley Capital Management LLC 1.40% Add +0.9% 6,199,706 $480.7M
Wellington Management Group LLP 0.08% Reduce -9.9% 5,732,160 $444.5M
BlackRock, Inc. 0.01% Add +1.1% 5,437,144 $421.6M
Wgi Dm, LLC 27.55% Reduce -3.3% 4,106,198 $318.4M
Citadel Advisors 0.18% Add +71.5% 3,886,862 $301.6M
Royal Bank of Canada 0.05% Add +2.7% 3,869,875 $300.1M
Jennison Associates LLC 0.15% Reduce -4.0% 3,306,805 $256.4M
Northern Trust Corp. 0.03% Reduce -4.3% 3,180,213 $246.6M
D. E. Shaw & Co. 0.16% Add +11.7% 3,105,170 $240.8M
Harding Loevner LP 2.23% Reduce -1.9% 2,810,624 $237.4M
Rockefeller Capital Management L.P. 0.33% Reduce -1.7% 2,769,712 $214.8M
Renaissance Technologies 0.29% New 2,695,452 $209.0M
Holocene Advisors, LP 0.47% New 2,633,066 $204.2M
Pzena Investment Management LLC 0.59% Reduce -19.3% 2,581,244 $200.1M
Standard Investments LLC 10.60% No change 2,450,000 $190.0M
Toronto Dominion Bank 0.32% Add +17237.4% 2,448,386 $189.8M
Envestnet Asset Management Inc. 0.04% Add +7.9% 2,352,694 $182.4M
American Century Companies Inc. 0.08% Add +18.2% 2,299,213 $178.3M
Wells Fargo & Company 0.03% Reduce -4.1% 2,158,127 $167.3M
Brandes Investment Partners, LP 1.16% Reduce -22.7% 2,127,279 $165.0M
Bank of Montreal 0.06% Reduce -45.8% 2,093,979 $162.4M
Victory Capital Management Inc. 0.09% Reduce -29.3% 2,039,770 $158.2M
JPMorgan Chase & Co. 0.01% Reduce -17.2% 1,980,468 $152.3M
Stifel Financial Corp. 0.12% Add +1.4% 1,897,604 $147.1M
Nuveen, LLC 0.03% Add +28.8% 1,865,266 $144.6M
State Farm Mutual Automobile Insurance Co. 0.10% No change 1,858,028 $144.1M
Raymond James Financial Inc. 0.04% Add +2.3% 1,749,938 $135.7M
UBS Group AG 0.02% Reduce -13.7% 1,648,969 $127.9M
Chevy Chase Trust Holdings, LLC 0.33% Reduce -2.4% 1,630,273 $126.4M
Milford Funds Ltd. 2.06% Reduce -26.3% 1,629,520 $126.4M
Mondrian Investment Partners LTD 1.93% Add +0.4% 1,617,230 $125.4M
Bridgewater Associates 0.49% Add +388.9% 1,526,163 $118.3M
Mackenzie Financial Corp. 0.12% Add +19.2% 1,510,268 $117.1M
LMR Partners LLP 0.89% Add +224.1% 1,283,528 $99.5M
Silvercrest Asset Management Group LLC 0.59% Reduce -2.1% 1,157,279 $89.7M
CIBC Bancorp USA Inc. 0.11% Reduce -17.1% 1,137,547 $88.2M
Boston Partners 0.08% Add +32.4% 1,105,930 $85.8M
Alliancebernstein L.P. 0.03% Add +3.5% 919,396 $85.5M
First Eagle Investment Management, LLC 0.14% Add +1.5% 1,073,265 $83.2M
Lord, Abbett & Co. LLC 0.25% Reduce -3.7% 1,071,813 $83.1M
Equity Investment Corp. 1.57% Reduce -1.0% 1,063,701 $82.5M
Todd Asset Management LLC 1.44% Add +0.8% 1,043,948 $80.9M
LPL Financial LLC 0.02% Add +2.8% 931,658 $72.2M
Natixis Advisors, LLC 0.08% Reduce -0.1% 871,926 $67.6M
Engineers Gate Manager LP 0.85% Add +300.7% 840,770 $65.2M
Clark Capital Management Group, Inc. 0.35% Add +42.3% 817,200 $63.4M
Jones Financial Companies LLLP 0.02% Add +5.2% 776,654 $59.4M
Capital Research Global Investors 0.01% Add +0.1% 740,219 $57.4M
Russell Investments Group, Ltd. 0.05% Reduce -1.1% 693,995 $53.8M
Teachers Retirement System of the State of Kentucky 0.36% Add +1.6% 681,430 $52.8M
Neuberger Berman Group LLC 0.04% Add +12.3% 680,466 $52.7M
Ameriprise Financial Inc. 0.01% Reduce -0.5% 680,852 $52.5M
Point72 Asset Management 0.08% New 676,603 $52.5M
PNC Financial Services Group, Inc. 0.03% Reduce -9.3% 671,714 $52.1M
Lazard Asset Management LLC 0.08% Reduce -25.5% 660,042 $51.2M
American Assets Investment Management, LLC 3.06% No change 651,000 $50.5M
Invesco Ltd. 0.00% Reduce -6.4% 647,668 $50.2M
Van Eck Associates Corp. 0.03% Add +44.3% 643,152 $49.9M
Optiver Holding B.V. 0.66% Add +255.1% 592,960 $46.0M
Cibc World Market Inc. 0.08% Add +66.3% 586,039 $45.4M
Bank of New York Mellon Corp 0.01% Reduce -0.6% 585,869 $45.4M
Empyrean Capital Partners, LP 1.73% Reduce -48.9% 583,688 $45.3M
Voloridge Investment Management, LLC 0.19% New 579,179 $44.9M
Two Sigma Investments, LP 0.03% Add +89.4% 560,008 $43.4M
First Trust Advisors LP 0.02% Add +2.8% 536,148 $41.6M
Fayez Sarofim & Co 0.10% No change 526,094 $40.8M
Charles Schwab Investment Management Inc. 0.01% Add +14.1% 523,824 $40.6M
Creative Planning 0.02% Add +14.6% 522,270 $40.5M
Energy Income Partners, LLC 0.61% Reduce -33.0% 496,897 $38.5M
Penn Davis McFarland Inc. 3.38% Reduce -1.5% 489,575 $38.0M
Verition Fund Management LLC 0.28% Reduce -12.1% 464,889 $36.0M
Cerity Partners LLC 0.04% Add +6.8% 461,152 $35.8M
Capricorn Fund Managers Ltd 2.85% New 459,200 $35.6M
Everett Harris & Co. 0.43% Add +4.4% 451,859 $35.0M
Cullen Capital Management, LLC 0.34% Add +50.0% 448,464 $34.8M
Tidal Investments LLC 0.08% Reduce -71.1% 445,750 $34.6M
Thomasville National Bank 1.85% — 433,623 $33.6M
Capital Fund Management S.A. 0.23% Add +59.9% 421,015 $32.6M
Kornitzer Capital Management Inc. 0.68% Add +0.5% 420,018 $32.6M
Quantinno Capital Management LP 0.04% Add +20.3% 412,674 $32.0M
Waverly Advisors, LLC 0.18% Add +307.1% 407,847 $31.6M
Great Lakes Advisors, LLC 0.23% Add +2.3% 385,622 $29.9M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Reduce -73.5% 379,130 $29.4M
Abc Arbitrage SA 3.17% Reduce -5.1% 378,254 $29.3M
Gabelli Funds LLC 0.19% Reduce -8.7% 369,150 $28.6M
AQR Capital Management 0.01% Add +114.9% 360,670 $28.0M
Guardian Capital LP 0.68% Add +6.2% 357,942 $27.8M
Cetera Investment Advisers 0.03% Reduce -0.5% 355,545 $27.6M
US Bancorp \de 0.03% Reduce -1.2% 352,578 $27.3M

"% of holder's portfolio" is SHEL's weight in each manager's 13F, not the share of Shell PLC-ADR the manager owns.

Show all 1,532 holders