Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,586 institutions that hold shares in the stock, with a total of 309 Million shares, which have been reported (via 13F filing form) to have a value of $22.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
80,608
shares
|
$5.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
78,728
shares
|
$5.66 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
78,649
shares
|
$5.66 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
78,301
shares
|
$5.63 Million
1.67% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
77,937
shares
|
$5.61 Million
0.39% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
77,726
shares
|
$5.59 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
76,600
shares
|
$5.51 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
75,930
shares
|
$5.46 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
75,731
shares
|
$5.45 Million
0.05% of portfolio
|
Q2 2025
Added 38.1%
|
|
|
Intrepid Family Office LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
75,000
shares
|
$5.39 Million
7.84% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
74,600
shares
|
$5.37 Million
2.69% of portfolio
|
Q1 2025
New holding
|
|
|
Regency Capital Management Inc.\De
|
May 05, 2025 Q1 2025 |
74,187
shares
|
$5.34 Million
3.31% of portfolio
|
Q1 2025
Reduced 29.87%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
71,458
shares
|
$5.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
71,193
shares
|
$5.12 Million
0.81% of portfolio
|
Q3 2022
Added 1.01%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
70,000
shares
|
$5.03 Million
0.06% of portfolio
|
Q2 2023
Added 6.06%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
69,913
shares
|
$5.03 Million
0.06% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
69,552
shares
|
$5 Million
0.93% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
68,888
shares
|
$4.95 Million
0.39% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
68,624
shares
|
$4.94 Million
0.07% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Hiddenite Capital Partners LP
White Plains, NY |
May 15, 2025 Q1 2025 |
68,500
shares
|
$4.93 Million
2.13% of portfolio
|
Q3 2023
Reduced 15.43%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
68,130
shares
|
$4.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
66,176
shares
|
$4.76 Million
0.41% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
66,161
shares
|
$4.76 Million
0.4% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
65,836
shares
|
$4.73 Million
0.02% of portfolio
|
Q1 2025
Reduced 67.7%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
65,769
shares
|
$4.73 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.46%
|