Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,587 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 |
|---|---|---|---|---|---|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
21,711
shares
|
$1.56 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
21,673
shares
|
$1.56 Million
0.01% of portfolio
|
Q1 2025
Added 55.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
21,641
shares
|
$1.56 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
21,620
shares
|
$1.55 Million
0.64% of portfolio
|
Q1 2024
Added 2.06%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
21,602
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
21,504
shares
|
$1.55 Million
0.02% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
21,496
shares
|
$1.55 Million
0.1% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
21,330
shares
|
$1.53 Million
0.03% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
21,327
shares
|
$1.53 Million
0.03% of portfolio
|
Q1 2025
Added 30.64%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
21,300
shares
|
$1.53 Million
0.04% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
21,265
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.74%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
21,087
shares
|
$1.52 Million
0.02% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
21,080
shares
|
$1.52 Million
0.08% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
21,021
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 96.39%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
21,013
shares
|
$1.51 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
20,947
shares
|
$1.51 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
20,939
shares
|
$1.51 Million
0.35% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
20,613
shares
|
$1.48 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
20,568
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
20,542
shares
|
$1.48 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
20,458
shares
|
$1.47 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
20,377
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
20,369
shares
|
$1.46 Million
0.15% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
20,324
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Added 234.5%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
20,214
shares
|
$1.45 Million
0.08% of portfolio
|
Q1 2025
New holding
|