Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,484 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $20.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
32,494
shares
|
$2.13 Million
0.03% of portfolio
|
Q3 2024
Added 67.78%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
32,295
shares
|
$2.11 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
32,085
shares
|
$2.1 Million
0.45% of portfolio
|
Q3 2024
Added 5470.31%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
32,000
shares
|
$2.1 Million
0.13% of portfolio
|
Q2 2024
Reduced 22.85%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
31,888
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
31,844
shares
|
$2.08 Million
0.13% of portfolio
|
Q3 2024
Added 67.49%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
31,732
shares
|
$2.08 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
31,679
shares
|
$2.07 Million
0.4% of portfolio
|
Q1 2024
Added 49.46%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
31,551
shares
|
$2.07 Million
0.12% of portfolio
|
Q2 2022
Added 213.13%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
31,451
shares
|
$2.06 Million
0.26% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
31,160
shares
|
$2.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
31,122
shares
|
$2.04 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
31,015
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2024
Added 58.34%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
30,771
shares
|
$2.01 Million
0.07% of portfolio
|
Q1 2024
Reduced 11.2%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
30,715
shares
|
$2.01 Million
0.91% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
30,643
shares
|
$2.01 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
30,542
shares
|
$2 Million
0.2% of portfolio
|
Q3 2024
Added 31.05%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
30,462
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
30,329
shares
|
$1.99 Million
0.07% of portfolio
|
Q4 2023
Reduced 23.47%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
30,154
shares
|
$1.97 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
30,123
shares
|
$1.97 Million
0.52% of portfolio
|
Q3 2024
Reduced 58.07%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
30,072
shares
|
$1.97 Million
0.07% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
29,833
shares
|
$1.95 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
29,740
shares
|
$1.95 Million
0.04% of portfolio
|
Q4 2022
Reduced 8.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
29,732
shares
|
$1.95 Million
0.06% of portfolio
|
Q3 2024
Added 13.36%
|