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 |
|---|---|---|---|---|---|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
24,341
shares
|
$1.73 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
24,285
shares
|
$1.73 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
24,251
shares
|
$1.73 Million
0.06% of portfolio
|
Q1 2025
Added 25.93%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
24,200
shares
|
$1.72 Million
0.31% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
24,188
shares
|
$1.72 Million
0.67% of portfolio
|
Q1 2025
Added 22.82%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
23,790
shares
|
$1.69 Million
0.04% of portfolio
|
Q1 2025
Reduced 66.93%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
23,682
shares
|
$1.69 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
23,514
shares
|
$1.67 Million
0.16% of portfolio
|
Q1 2025
Added 14.98%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
23,507
shares
|
$1.67 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
23,455
shares
|
$1.67 Million
0.08% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
23,374
shares
|
$1.66 Million
1.06% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
23,319
shares
|
$1.66 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
23,216
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
23,179
shares
|
$1.65 Million
0.13% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
23,009
shares
|
$1.64 Million
0.04% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
22,994
shares
|
$1.64 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
22,946
shares
|
$1.63 Million
0.42% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
22,746
shares
|
$1.62 Million
0.05% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
22,677
shares
|
$1.61 Million
0.37% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
22,448
shares
|
$1.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
22,356
shares
|
$1.59 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
22,212
shares
|
$1.58 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
21,881
shares
|
$1.56 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
21,736
shares
|
$1.55 Million
0.69% of portfolio
|
Q1 2025
Added 25.78%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
21,731
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.83%
|