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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
36,376
shares
|
$2.62 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
36,254
shares
|
$2.61 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
36,213
shares
|
$2.6 Million
0.19% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
36,183
shares
|
$2.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
36,073
shares
|
$2.59 Million
2.22% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
36,045
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
36,000
shares
|
$2.59 Million
0.29% of portfolio
|
Q4 2024
Added 24.14%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
35,791
shares
|
$2.57 Million
0.02% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
35,419
shares
|
$2.55 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
35,360
shares
|
$2.54 Million
0.42% of portfolio
|
Q1 2025
Added 29.86%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
35,248
shares
|
$2.54 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
35,046
shares
|
$2.52 Million
0.03% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
34,921
shares
|
$2.51 Million
0.05% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
34,802
shares
|
$2.5 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
34,669
shares
|
$2.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 73.51%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
34,448
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 64.59%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
34,218
shares
|
$2.46 Million
0.21% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
33,929
shares
|
$2.44 Million
0.01% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
33,630
shares
|
$2.42 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
33,585
shares
|
$2.42 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
33,429
shares
|
$2.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
33,425
shares
|
$2.4 Million
0.84% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
33,013
shares
|
$2.37 Million
0.9% of portfolio
|
Q2 2025
Reduced 58.8%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
32,890
shares
|
$2.37 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
32,638
shares
|
$2.35 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.45%
|