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Shell plc 13F holders

1,537 funds reported a position in Shell plc in their 13F for the quarter ended 30 June 2026, together 372.7 million shares worth $28.91 billion. Against the quarter before, 71 opened a position, 548 added, 525 trimmed and 157 sold out; together they bought a net 304,186 shares. The largest holders: FMR LLC, Fisher Asset Management, LLC and Dimensional Fund Advisors LP.

Funds holding1,537-66 on Q1 2026
Shares they held372.7Mworth $28.91 billion
Net bought on the quarter304,186 sharesabout $23.6 million at the funds' values
Funds buying to selling619 to 682opened or added, to cut or sold
Opened 71Added 548Held 374Trimmed 525Sold out 157
Opened: 71 fundsAdded: 548 fundsHeld: 374 fundsTrimmed: 525 fundsSold out: 157 funds

What each fund did in SHEL against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 1,355 funds, 363.2 million shares1,355Q3 2024Q4 2024: 1,385 funds, 381.9 million shares1,385Q4 2024Q1 2025: 1,420 funds, 389.4 million shares1,420Q1 2025Q2 2025: 1,398 funds, 383.7 million shares1,398Q2 2025Q3 2025: 1,396 funds, 364.3 million shares1,396Q3 2025Q4 2025: 1,460 funds, 362.2 million shares1,460Q4 2025Q1 2026: 1,603 funds, 371.3 million shares1,603Q1 2026Q2 2026: 1,537 funds, 372.7 million shares1,537Q2 2026

Funds reporting a position in SHEL in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

5,013 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 1,023 reported a position in Shell plc: 112 opened one, 341 added, 286 trimmed and 42 sold out, a net 1.1 million shares sold.

FundChange in sharesShares nowStatusFiling
Bank of Montreal-1,501,396592,583trimmed13F
Dimensional Fund Advisors LP+1,156,03226,519,842added13F
Mawer Investment Management Ltd.-637,9427,375,850trimmed13F
Carrhae Capital LLP+567,748567,748new13F
Citigroup Inc.+514,701564,134added13F
Mondrian Investment Partners LTD-319,1491,298,081trimmed13F
Fisher Asset Management, LLC-302,11927,331,036trimmed13F
Anchor Capital Advisors LLC-250,593221,109trimmed13F
Abc Arbitrage SA-231,099147,155trimmed13F
Russell Investments Group, Ltd.-169,254524,741trimmed13F
Cambridge Investment Research Advisors, Inc.-129,413152,961trimmed13F
Trek Financial, LLC-72,4074,635trimmed13F
Mackenzie Financial Corp.+70,1911,580,459added13F
Creative Planning+69,094591,364added13F
Pzena Investment Management LLC-67,7372,513,507trimmed13F
Lockheed Martin Investment Management Co.-62,8509,550trimmed13F
Todd Asset Management LLC+61,8721,105,820added13F
Capricorn Fund Managers Ltd-59,200400,000trimmed13F
Savant Capital, LLC+55,600170,300added13F
Hohimer Wealth Management, LLC-46,9023,249trimmed13F
Accordant Advisory Group Inc+43,92944,224added13F
Great Lakes Advisors, LLC-41,519344,103trimmed13F
Y-Intercept (Hong Kong) Ltd-40,32212,592trimmed13F
Ashton Thomas Private Wealth, LLC+39,88352,809added13F
Caitong International Asset Management Co., Ltd+33,51857,304added13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 10 reported a position in Shell plc in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 87.3 million shares worth $6.77 billion, 0.3% of its reported book. New this quarter: Renaissance Technologies, Point72 Asset Management, Alyeska. In the quarter, 7 funds added or opened a position and 2 trimmed or sold out; together they sold a net 3.8 million shares, about $294.5 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
FMR LLC87,332,346$6.77 billion0.3%-10,285,492trimmed30 June 202613F
Citadel Advisors3,886,862$301.6 million0.2%+1,620,411added30 June 202613F
Renaissance Technologies2,695,452$209.0 million0.3%+2,695,452new30 June 202613F
Bridgewater Associates1,526,163$118.3 million0.5%+1,214,006added30 June 202613F
Capital Research Global Investors740,219$57.4 million0.0%+734held30 June 202613F
Point72 Asset Management676,603$52.5 million0.1%+676,603new30 June 202613F
Two Sigma Investments560,008$43.4 million0.0%+264,308added30 June 202613F
Millennium Management349,307$27.1 million0.0%+4,167added30 June 202613F
Dodge & Cox54,269$4.2 million0.0%-725trimmed30 June 202613F
Alyeska13,049$1.0 million0.0%+13,049new30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
FMR LLC87,332,34623.43%$6.77 billion0.29%-10,285,49213F
Fisher Asset Management, LLC27,633,1557.41%$2.14 billion0.64%+158,44513F
Dimensional Fund Advisors LP25,363,8106.81%$1.97 billion0.36%+673,71013F
Morgan Stanley10,779,1292.89%$835.8 million0.04%+1,105,21313F
Goldman Sachs Group Inc.10,560,6922.83%$818.9 million0.09%+5,580,90613F
Price T Rowe Associates Inc.9,835,5532.64%$762.6 million0.08%-733,41513F
Orbis Allan Gray Ltd8,847,4362.37%$686.0 million2.36%+4,733,72613F
Mawer Investment Management Ltd.8,013,7922.15%$621.4 million4.22%+893,45613F
Bank of America Corp.7,709,7152.07%$597.8 million0.04%+146,98813F
Arrowstreet Capital, Limited Partnership6,727,1221.80%$521.6 million0.23%-469,27813F
Franklin Resources Inc.6,697,1851.80%$519.3 million0.11%-625,77713F
Hotchkis & Wiley Capital Management LLC6,199,7061.66%$480.7 million1.40%+53,05713F
Wellington Management Group LLP5,732,1601.54%$444.5 million0.08%-631,19513F
BlackRock, Inc.5,437,1441.46%$421.6 million0.01%+58,10313F
Wgi DM, LLC4,106,1981.10%$318.4 million27.55%-141,28013F
Citadel Advisors LLC3,886,8621.04%$301.6 million0.18%+1,620,41113F
Royal Bank of Canada3,869,8751.04%$300.1 million0.05%+100,79513F
Jennison Associates LLC3,306,8050.89%$256.4 million0.15%-137,40513F
Northern Trust Corp.3,180,2130.85%$246.6 million0.03%-143,68313F
D. E. Shaw & Co., Inc.3,105,1700.83%$240.8 million0.16%+324,87313F
Harding Loevner LP2,810,6240.75%$237.4 million2.23%-54,80413F
Rockefeller Capital Management L.P.2,769,7120.74%$214.8 million0.33%-48,06713F
Renaissance Technologies LLC2,695,4520.72%$209.0 million0.29%new13F
Holocene Advisors, LP2,633,0660.71%$204.2 million0.47%new13F
Pzena Investment Management LLC2,581,2440.69%$200.1 million0.59%-615,20513F
Standard Investments LLC2,450,0000.66%$190.0 million10.60%no change13F
Toronto Dominion Bank2,448,3860.66%$189.8 million0.32%+2,434,26413F
Envestnet Asset Management Inc.2,352,6940.63%$182.4 million0.04%+171,87313F
American Century Companies Inc.2,299,2130.62%$178.3 million0.08%+354,04713F
Wells Fargo & Company2,158,1270.58%$167.3 million0.03%-92,59213F
First Eagle Investment Management, LLC2,146,5300.58%$166.4 million0.14%13F
Brandes Investment Partners, LP2,127,2790.57%$165.0 million1.16%-625,47613F
Bank of Montreal2,093,9790.56%$162.4 million0.06%-1,768,54513F
Victory Capital Management Inc.2,039,7700.55%$158.2 million0.09%-844,56913F
JPMorgan Chase & Co.1,980,4680.53%$152.3 million0.01%-411,70613F
Stifel Financial Corp.1,897,6040.51%$147.1 million0.12%+26,95413F
Nuveen, LLC1,865,2660.50%$144.6 million0.04%+417,32413F
State Farm Mutual Automobile Insurance Co.1,858,0280.50%$144.1 million0.10%no change13F
Raymond James Financial Inc.1,749,9380.47%$135.7 million0.04%+38,89313F
UBS Group AG1,648,9690.44%$127.9 million0.02%-262,71013F
Chevy Chase Trust Holdings, LLC1,630,2730.44%$126.4 million0.33%-39,46713F
Milford Funds Ltd1,629,5200.44%$126.4 million2.06%-579,97613F
Mondrian Investment Partners LTD1,617,2300.43%$125.4 million1.93%+6,83213F
Bridgewater Associates, LP1,526,1630.41%$118.3 million0.48%+1,214,00613F
Mackenzie Financial Corp.1,510,2680.41%$117.1 million0.12%+243,29713F
LMR Partners LLP1,283,5280.34%$99.5 million0.87%+887,49813F
Silvercrest Asset Management Group LLC1,157,2790.31%$89.7 million0.59%-25,41613F
CIBC Bancorp USA Inc.1,137,5470.31%$88.2 million0.11%-235,20613F
Boston Partners1,105,9300.30%$85.8 million0.08%+270,42213F
AllianceBernstein L.P.919,3960.25%$85.5 million0.03%+30,85813F
The 50 largest of the 1,537 funds that reported a position in SHEL in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on SHEL

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls1,735,000$134.5 million30 June 202613F
Citadel AdvisorsPuts1,458,700$113.1 million30 June 202613F
Point72 Asset ManagementCalls297,600$23.1 million30 June 202613F
Millennium ManagementCalls242,600$18.8 million30 June 202613F
Millennium ManagementPuts233,600$18.1 million30 June 202613F
Point72 Asset ManagementPuts155,100$12.0 million30 June 202613F
Two Sigma InvestmentsCalls38,500$3.0 million30 June 202613F
Two Sigma InvestmentsPuts15,300$1.2 million30 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

None in the last twelve months: no holder crossed 5%, changed materially, or filed an annual 13G in the window.

Fails to deliver

Settlement dateShares failedPriceFile
13 October 2026864$101.59SEC
9 October 202667$100.20SEC
8 October 2026825$96.85SEC
7 October 202612,819$97.62SEC
6 October 202632,376$96.52SEC
2 October 2026401$95.61SEC
22 September 202631$93.27SEC
21 September 20263,781$94.54SEC
18 September 202630$95.82SEC
17 September 202668$95.70SEC
15 September 20267$96.45SEC
14 September 2026806$96.77SEC
9 September 20261,147$95.32SEC
8 September 2026168$92.95SEC
3 September 202619,261$92.80SEC
2 September 20269,429$93.51SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 32,376 on 6 October 2026. A fail is an operational fact about settlement, not a position.