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 |
|---|---|---|---|---|---|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
65,100
shares
|
$4.68 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
64,926
shares
|
$4.67 Million
0.87% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
63,809
shares
|
$4.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
63,462
shares
|
$4.56 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
63,398
shares
|
$4.56 Million
0.05% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
63,103
shares
|
$4.54 Million
0.31% of portfolio
|
Q1 2025
Added 107.6%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
63,060
shares
|
$4.54 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
62,560
shares
|
$4.5 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
62,121
shares
|
$4.47 Million
0.56% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
62,026
shares
|
$4.46 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
61,983
shares
|
$4.46 Million
0.15% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
Beddow Capital Management Inc
|
May 09, 2025 Q1 2025 |
61,851
shares
|
$4.45 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
61,330
shares
|
$4.41 Million
0.03% of portfolio
|
Q1 2025
Added 66.4%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
61,178
shares
|
$4.4 Million
0.56% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
60,598
shares
|
$4.36 Million
1.96% of portfolio
|
Q1 2025
Added 49.26%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
60,168
shares
|
$4.33 Million
0.17% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
60,000
shares
|
$4.32 Million
1.05% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
59,938
shares
|
$4.31 Million
0.06% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
59,908
shares
|
$4.31 Million
2.42% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
59,278
shares
|
$4.26 Million
0.71% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
59,164
shares
|
$4.26 Million
0.13% of portfolio
|
Q2 2025
Reduced 19.02%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
58,891
shares
|
$4.24 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
58,395
shares
|
$4.2 Million
0.06% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
58,269
shares
|
$4.19 Million
4.54% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
57,918
shares
|
$4.17 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.93%
|