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 |
|---|---|---|---|---|---|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
20,000
shares
|
$1.44 Million
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
19,855
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,849
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2022
Added 26.04%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
19,789
shares
|
$1.42 Million
0.13% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
19,535
shares
|
$1.4 Million
0.08% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
19,527
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Added 56.4%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Apr 30, 2025 Q1 2025 |
19,429
shares
|
$1.4 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
19,409
shares
|
$1.4 Million
0.34% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
19,400
shares
|
$1.4 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
19,373
shares
|
$1.39 Million
0.55% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
19,323
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
19,210
shares
|
$1.38 Million
0.79% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
19,132
shares
|
$1.38 Million
0.76% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
18,998
shares
|
$1.37 Million
0.43% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
18,996
shares
|
$1.37 Million
1.43% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
18,742
shares
|
$1.35 Million
0.2% of portfolio
|
Q1 2025
Reduced 25.82%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
18,601
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
18,562
shares
|
$1.33 Million
0.05% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
18,436
shares
|
$1.33 Million
0.1% of portfolio
|
Q1 2023
Reduced 19.67%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
18,435
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
18,356
shares
|
$1.32 Million
0.57% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
18,355
shares
|
$1.32 Million
0.57% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
18,324
shares
|
$1.32 Million
0.18% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
18,318
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
18,290
shares
|
$1.32 Million
0.36% of portfolio
|
Q4 2023
New holding
|