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 |
---|---|---|---|---|---|
Energy Opportunities Capital Management, LLC
Austin, TX |
Feb 14, 2023 Q4 2022 |
11,590
shares
|
$824,860
1.94% of portfolio
|
Q4 2022
Reduced 5.0%
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
11,556
shares
|
$822,440
0.04% of portfolio
|
Q1 2025
Added 53.59%
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
11,462
shares
|
$815,750
0.12% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
11,443
shares
|
$814,398
0.02% of portfolio
|
Q2 2025
Added 19.07%
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
11,238
shares
|
$799,808
0.03% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
11,137
shares
|
$792,620
0.02% of portfolio
|
Q2 2025
Added 2.75%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
11,131
shares
|
$792,193
0.01% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
11,117
shares
|
$791,196
0.39% of portfolio
|
Q1 2025
Added 7.23%
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
11,111
shares
|
$790,769
0.03% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
11,093
shares
|
$789,488
0.03% of portfolio
|
Q2 2025
Added 18.78%
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
11,063
shares
|
$787,353
0.15% of portfolio
|
Q1 2025
Added 6.97%
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
11,028
shares
|
$784,862
0.07% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
11,025
shares
|
$784,649
0.09% of portfolio
|
Q1 2025
Added 5.15%
|
|
John G Ullman & Associates Inc
|
May 06, 2025 Q1 2025 |
11,000
shares
|
$782,870
0.13% of portfolio
|
Q1 2025
Added 0.92%
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
11,000
shares
|
$782,870
0.06% of portfolio
|
Q3 2024
Reduced 56.0%
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
10,995
shares
|
$782,514
0.04% of portfolio
|
Q1 2025
Added 6.61%
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
10,978
shares
|
$781,304
0.01% of portfolio
|
Q1 2025
Added 4.62%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
10,908
shares
|
$776,322
0.0% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
10,827
shares
|
$770,557
0.4% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
10,802
shares
|
$768,778
0.02% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
10,802
shares
|
$768,778
0.48% of portfolio
|
Q1 2025
Added 124.06%
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
10,801
shares
|
$768,707
0.02% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
10,701
shares
|
$761,590
0.07% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
10,701
shares
|
$761,590
0.05% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
10,688
shares
|
$760,664
0.22% of portfolio
|
Q1 2025
Added 1.78%
|