Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,585 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
26,818
shares
|
$1.91 Million
1.78% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
26,768
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Added 242.13%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
26,644
shares
|
$1.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 40.34%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
26,623
shares
|
$1.89 Million
0.1% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
26,544
shares
|
$1.89 Million
0.09% of portfolio
|
Q1 2025
Added 17.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
26,518
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Game Creek Capital, LP
Boston, MA |
May 15, 2025 Q1 2025 |
26,500
shares
|
$1.89 Million
0.99% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
26,300
shares
|
$1.87 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
26,128
shares
|
$1.86 Million
0.05% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
25,709
shares
|
$1.83 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
25,362
shares
|
$1.81 Million
0.14% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
25,300
shares
|
$1.8 Million
0.06% of portfolio
|
Q1 2025
Added 421.0%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
25,273
shares
|
$1.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 14, 2025 Q1 2025 |
25,223
shares
|
$1.8 Million
0.47% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
25,167
shares
|
$1.79 Million
0.15% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
25,004
shares
|
$1.78 Million
0.81% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
24,865
shares
|
$1.77 Million
0.09% of portfolio
|
Q2 2022
Added 26.32%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
24,785
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Added 50.34%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
24,767
shares
|
$1.76 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
24,715
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
24,705
shares
|
$1.76 Million
0.74% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Absher Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
24,616
shares
|
$1.75 Million
0.24% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
24,612
shares
|
$1.75 Million
0.11% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
24,536
shares
|
$1.75 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
24,406
shares
|
$1.74 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.3%
|