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 |
|---|---|---|---|---|---|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
12,412
shares
|
$883,362
0.34% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
12,390
shares
|
$881,796
0.09% of portfolio
|
Q1 2025
Added 30.63%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
12,371
shares
|
$880,444
0.06% of portfolio
|
Q3 2022
Reduced 5.03%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
12,286
shares
|
$874,394
0.44% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
12,285
shares
|
$874,323
0.31% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
12,258
shares
|
$872,401
0.68% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
12,248
shares
|
$871,690
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
12,160
shares
|
$865,427
0.19% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12,128
shares
|
$863,149
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
12,103
shares
|
$861,370
0.02% of portfolio
|
Q1 2025
Reduced 19.71%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
12,101
shares
|
$861,228
0.13% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
12,010
shares
|
$854,751
0.13% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
11,980
shares
|
$852,616
0.04% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
11,975
shares
|
$852,260
0.0% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
11,972
shares
|
$852,047
0.05% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,952
shares
|
$850,623
0.04% of portfolio
|
Q1 2025
Added 118.78%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
11,910
shares
|
$847,634
0.04% of portfolio
|
Q1 2025
Reduced 30.22%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
11,886
shares
|
$845,926
0.03% of portfolio
|
Q4 2023
Added 1.49%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
11,860
shares
|
$844,076
0.04% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
11,840
shares
|
$842,652
0.03% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
11,772
shares
|
$837,813
0.84% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
11,740
shares
|
$835,535
0.03% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,708
shares
|
$833,258
0.0% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
11,638
shares
|
$828,276
0.4% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
11,624
shares
|
$827,280
0.02% of portfolio
|
Q1 2025
Added 0.13%
|