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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
21,504
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
21,469
shares
|
$1.41 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
21,346
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
21,249
shares
|
$1.39 Million
0.21% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
21,146
shares
|
$1.38 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
21,145
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
21,053
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
21,022
shares
|
$1.38 Million
0.31% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
20,947
shares
|
$1.37 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
20,902
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
20,885
shares
|
$1.37 Million
0.36% of portfolio
|
Q3 2024
Added 18.36%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
20,850
shares
|
$1.37 Million
0.11% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
20,649
shares
|
$1.35 Million
0.69% of portfolio
|
Q2 2024
Added 5.8%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
20,549
shares
|
$1.35 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
20,521
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2024
Reduced 52.19%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
20,459
shares
|
$1.34 Million
0.12% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
20,353
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
20,329
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
20,139
shares
|
$1.32 Million
0.46% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
20,030
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2024
Added 25.62%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
20,000
shares
|
$1.31 Million
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
19,949
shares
|
$1.31 Million
0.12% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,849
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2022
Added 26.04%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
19,697
shares
|
$1.29 Million
0.62% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
19,606
shares
|
$1.28 Million
0.32% of portfolio
|
Q3 2024
Added 48.36%
|