Stock ownership · SEC 13F · Q4 2025
SHELL PLC
A breakdown of SHELL PLC's institutional base (CUSIP 780259305): the holders, the concentration among them, and what changed last quarter.
- $1.8M
- Reported value
- 7
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, SHELL PLC ranks #704 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 7 institutions report $1.8M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 7
- institutions hold it
- $1.8M
- reported 13F value
- 100%
- held by top 5
- #704
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, SHELL PLC ranks #704 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 780259305 · Q4 2025 $2M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #704/775
- HOLDERS-FOCUS 7 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH EVEREST GROUP
- ACTIVITY-MID 4 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: EVEREST GROUP LTD
Read with: Ownership concentration guide - SHELL PLC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · SHELL PLC
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a SHELL PLC position has risen from 6 to 7 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | KW WEALTH MANAGEMENT LLC | 9,168 | $674K | 37.2% |
| 2 | MidFirst Bank | 5,221 | $384K | 21.2% |
| 3 | CHELSEA COUNSEL CO | 5,012 | $368K | 20.3% |
| 4 | Anchor Investment Management, LLC | 4,585 | $337K | 18.6% |
| 5 | TD Capital Management LLC | 597 | $44K | 2.4% |
| 6 | Bell Investment Advisors, Inc | 64 | $5K | 0.3% |
| 7 | SG Trading Solutions, LLC | 5,706 | $419 | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SHELL PLC's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (4)
Complete exits (7)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for SHELL PLC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($1.8M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (7 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.