# SHELL PLC (SHEL) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 780259305
Page URL: https://superinvestorclub.com/stock/SHEL
Last updated: 2026-08-29T13:47:12.246Z

## Summary

As of the most recent 13F filing period, SHELL PLC (SHEL) is held by 9 tracked superinvestors with an aggregate position value of $513.3M representing 0258124421465301526163139235131024542692774081324968 shares.

## Top institutional holders (9)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Richard Pzena](https://superinvestorclub.com/manager/288) | Pzena Investment Management | 2581244 | $200.1M | 0.59% | 2026-06-30 |
| 2 | [First Eagle](https://superinvestorclub.com/manager/21222) | First Eagle Investment Management | 2146530 | $166.4M | 0.14% | 2026-06-30 |
| 3 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 1526163 | $118.3M | 0.49% | 2026-06-30 |
| 4 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 139235 | $10.8M | 0.29% | 2026-06-30 |
| 5 | [Boykin Curry](https://superinvestorclub.com/manager/3282) | Eagle Capital Management | 131024 | $10.2M | 0.03% | 2026-06-30 |
| 6 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 54269 | $4.2M | 0.00% | 2026-06-30 |
| 7 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 27740 | $2.2M | 0.09% | 2026-06-30 |
| 8 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 8132 | $630,555 | 0.01% | 2026-06-30 |
| 9 | [Christopher Bloomstran](https://superinvestorclub.com/manager/32) | Semper Augustus Investments | 4968 | $385,219 | 0.04% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 3 holders, $977.5M aggregate, 0159049142785915410 shares
- 2023-09-30: 3 holders, $1.11B aggregate, 0169733603062425410 shares
- 2023-12-31: 4 holders, $1.11B aggregate, 016489024317700588134515 shares
- 2024-03-31: 5 holders, $1.10B aggregate, 01588217337348358213178224968 shares
- 2024-06-30: 5 holders, $1.13B aggregate, 01514087741190957713168224968 shares
- 2024-09-30: 6 holders, $1.04B aggregate, 01512488142046913319419322116044968 shares
- 2024-12-31: 8 holders, $1.02B aggregate, 014744691831000487840132930576131934375044968 shares
- 2025-03-31: 10 holders, $1.54B aggregate, 015670885359221810511524951321347285746319535750449682944 shares
- 2025-06-30: 9 holders, $1.32B aggregate, 01291312436651151302469608425133608572133451475044968 shares
- 2025-09-30: 9 holders, $1.12B aggregate, 01023823933703321119305668344130339559193470575044968 shares
- 2025-12-31: 9 holders, $967.4M aggregate, 0777759532773281003577873572131380551943385275044968 shares
- 2026-03-31: 9 holders, $940.2M aggregate, 0530870631964491057021312157134925549943262781324968 shares

## Recent congressional trades (23)

- 2025-10-27: Michael McCaul (Republican-TX) sale $15,001 - $50,000
- 2025-10-15: Michael McCaul (Republican-TX) sale $1,001 - $15,000
- 2025-10-14: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-10-02: Michael McCaul (Republican-TX) sale $1,001 - $15,000
- 2025-09-23: Valerie Hoyle (D-OR) sale $1,001 - $15,000
- 2025-08-21: Michael McCaul (Republican-TX) sale $15,001 - $50,000
- 2025-08-06: Michael McCaul (Republican-TX) sale $1,001 - $15,000
- 2025-06-16: Michael McCaul (Republican-TX) sale $50,001 - $100,000
- 2025-06-09: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-04-23: Michael McCaul (Republican-TX) sale $1,001 - $15,000
- 2025-04-21: Bruce Westerman (Republican-AR) sale $1,001 - $15,000
- 2025-04-14: Michael McCaul (Republican-TX) sale $15,001 - $50,000
- 2025-04-09: Josh Gottheimer (Democrat-NJ) sale $1,001 - $15,000
- 2025-03-03: Bruce Westerman (Republican-AR) purchase $1,001 - $15,000
- 2025-01-16: Josh Gottheimer (Democrat-NJ) purchase $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "SHELL PLC (SHEL) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/SHEL), aggregating SEC 13F, Form 4, and congressional disclosures."