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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
41,242
shares
|
$2.97 Million
0.09% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
41,169
shares
|
$2.96 Million
0.15% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
40,916
shares
|
$2.94 Million
0.06% of portfolio
|
Q4 2024
Added 28.31%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
40,559
shares
|
$2.92 Million
0.01% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
40,512
shares
|
$2.91 Million
0.57% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
40,275
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2022
Added 5.9%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
40,135
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
39,386
shares
|
$2.83 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
May 08, 2025 Q1 2025 |
38,544
shares
|
$2.77 Million
0.59% of portfolio
|
Q2 2023
Added 2.66%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
38,523
shares
|
$2.77 Million
0.49% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
38,493
shares
|
$2.77 Million
0.13% of portfolio
|
Q1 2025
Added 54.65%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
38,465
shares
|
$2.77 Million
1.07% of portfolio
|
Q2 2025
Added 20.33%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
38,231
shares
|
$2.75 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
38,053
shares
|
$2.74 Million
0.01% of portfolio
|
Q1 2025
Added 38.07%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
37,987
shares
|
$2.73 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
37,843
shares
|
$2.72 Million
0.37% of portfolio
|
Q2 2023
Added 1.72%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
37,778
shares
|
$2.72 Million
0.09% of portfolio
|
Q1 2025
Added 22.41%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
37,581
shares
|
$2.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
37,451
shares
|
$2.69 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
37,292
shares
|
$2.68 Million
0.05% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
37,004
shares
|
$2.66 Million
0.11% of portfolio
|
Q1 2025
Added 131.45%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
37,000
shares
|
$2.66 Million
0.06% of portfolio
|
Q1 2025
Added 23.33%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
36,956
shares
|
$2.66 Million
0.1% of portfolio
|
Q1 2025
Added 27.08%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
36,888
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2024
Reduced 46.45%
|
|
|
Continental Advisors LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
36,520
shares
|
$2.63 Million
1.5% of portfolio
|
Q2 2024
Reduced 9.87%
|