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 |
|---|---|---|---|---|---|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
57,590
shares
|
$4.14 Million
0.15% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
57,463
shares
|
$4.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
57,204
shares
|
$4.11 Million
0.77% of portfolio
|
Q4 2023
Reduced 14.82%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
May 15, 2025 Q1 2025 |
56,955
shares
|
$4.1 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
56,767
shares
|
$4.08 Million
0.6% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
56,135
shares
|
$4.04 Million
0.17% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Hedges Asset Management LLC
|
Jul 07, 2025 Q2 2025 |
56,100
shares
|
$4.03 Million
3.34% of portfolio
|
Q2 2025
Reduced 21.1%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
55,991
shares
|
$4.03 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
55,943
shares
|
$4.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
55,760
shares
|
$4.01 Million
0.06% of portfolio
|
Q4 2022
Reduced 12.25%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
May 09, 2025 Q1 2025 |
55,447
shares
|
$3.99 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
54,745
shares
|
$3.94 Million
0.02% of portfolio
|
Q1 2025
Added 10.86%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
54,513
shares
|
$3.92 Million
0.06% of portfolio
|
Q1 2025
Reduced 37.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
53,385
shares
|
$3.84 Million
0.02% of portfolio
|
Q2 2023
Reduced 60.39%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
53,134
shares
|
$3.82 Million
1.12% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Recurrent Investment Advisors LLC
Houston, TX |
May 15, 2025 Q1 2025 |
52,088
shares
|
$3.75 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
51,923
shares
|
$3.73 Million
0.01% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
51,797
shares
|
$3.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
49,636
shares
|
$3.57 Million
0.84% of portfolio
|
Q3 2024
Added 251.13%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
49,580
shares
|
$3.57 Million
0.03% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
49,368
shares
|
$3.55 Million
0.19% of portfolio
|
Q2 2022
Added 9.72%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
49,281
shares
|
$3.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
48,789
shares
|
$3.51 Million
0.06% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
48,603
shares
|
$3.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
48,522
shares
|
$3.49 Million
0.09% of portfolio
|
Q1 2025
Added 27.97%
|