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 |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
16,378
shares
|
$1.18 Million
0.07% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
16,362
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.92%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
16,248
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2023
Reduced 1.03%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
16,201
shares
|
$1.17 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
16,187
shares
|
$1.16 Million
0.19% of portfolio
|
Q4 2022
Reduced 11.24%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
16,187
shares
|
$1.16 Million
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
15,924
shares
|
$1.15 Million
0.29% of portfolio
|
Q4 2022
Reduced 0.78%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
15,852
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2025
Added 79.22%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
15,839
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
15,820
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Scp Investment, LP
|
May 08, 2025 Q1 2025 |
15,800
shares
|
$1.14 Million
0.92% of portfolio
|
Q1 2025
Reduced 43.17%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
15,729
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
15,620
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
15,549
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
15,545
shares
|
$1.12 Million
0.16% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
15,512
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2022
Reduced 24.38%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
15,488
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
15,401
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 17.35%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
15,370
shares
|
$1.11 Million
0.3% of portfolio
|
Q2 2025
Added 158.97%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,319
shares
|
$1.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 81.55%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
15,295
shares
|
$1.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 21.7%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
15,188
shares
|
$1.09 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
15,162
shares
|
$1.09 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
15,142
shares
|
$1.09 Million
0.22% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
15,125
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.35%
|