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 |
|---|---|---|---|---|---|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
29,509
shares
|
$2.12 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
29,415
shares
|
$2.12 Million
0.62% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
29,301
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
29,203
shares
|
$2.1 Million
0.94% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
28,966
shares
|
$2.08 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
28,956
shares
|
$2.08 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
28,837
shares
|
$2.07 Million
0.28% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
28,586
shares
|
$2.06 Million
0.09% of portfolio
|
Q2 2025
Added 18.97%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
28,468
shares
|
$2.05 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
28,402
shares
|
$2.04 Million
0.07% of portfolio
|
Q1 2025
Added 90.95%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
28,025
shares
|
$2.02 Million
0.38% of portfolio
|
Q1 2025
Added 14.62%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
27,520
shares
|
$1.98 Million
0.24% of portfolio
|
Q1 2024
Added 103.55%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
27,404
shares
|
$1.97 Million
0.24% of portfolio
|
Q4 2022
Added 0.44%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
27,308
shares
|
$1.96 Million
0.02% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
27,301
shares
|
$1.96 Million
0.01% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
27,088
shares
|
$1.95 Million
0.11% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
27,078
shares
|
$1.95 Million
0.25% of portfolio
|
Q1 2025
Reduced 31.91%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
27,077
shares
|
$1.95 Million
0.1% of portfolio
|
Q3 2022
Reduced 2.69%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
26,999
shares
|
$1.94 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
26,970
shares
|
$1.94 Million
0.02% of portfolio
|
Q1 2025
Added 63.0%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
26,967
shares
|
$1.94 Million
0.23% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
26,896
shares
|
$1.93 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Cinctive Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
26,878
shares
|
$1.93 Million
0.16% of portfolio
|
Q1 2025
Reduced 64.9%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
26,818
shares
|
$1.93 Million
1.78% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
26,768
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Added 242.13%
|