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 |
---|---|---|---|---|---|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
15,142
shares
|
$1.08 Million
0.22% of portfolio
|
Q1 2025
Added 15.3%
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
15,125
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
15,104
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Added 88.12%
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
15,098
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Added 0.22%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
15,007
shares
|
$1.07 Million
0.11% of portfolio
|
Q1 2025
Added 3.55%
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
14,891
shares
|
$1.06 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
14,851
shares
|
$1.06 Million
0.18% of portfolio
|
Q1 2025
Added 4.92%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
14,841
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.79%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
14,810
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Added 0.88%
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
14,676
shares
|
$1.04 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
14,647
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
14,558
shares
|
$1.04 Million
0.16% of portfolio
|
Q1 2025
Added 43.33%
|
|
American Financial Group Inc
|
May 08, 2025 Q1 2025 |
14,500
shares
|
$1.03 Million
0.5% of portfolio
|
Q1 2022
New holding
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
14,500
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 95.95%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
14,434
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
14,431
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Added 26.93%
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
14,424
shares
|
$1.03 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
14,369
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
14,361
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Added 0.86%
|
|
Banco De Sabadell, S.A
Miami, FL |
May 14, 2025 Q1 2025 |
14,358
shares
|
$1.02 Million
0.8% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
14,242
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
14,163
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
14,112
shares
|
$1 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
14,094
shares
|
$1 Million
0.06% of portfolio
|
Q1 2025
Added 14.11%
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
13,989
shares
|
$995,597
0.01% of portfolio
|
Q2 2025
Reduced 38.65%
|