Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,585 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
10,688
shares
|
$760,664
0.1% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
10,644
shares
|
$757,533
0.07% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
10,625
shares
|
$756,181
0.02% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,609
shares
|
$755,042
0.0% of portfolio
|
Q4 2022
Added 7.1%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
10,596
shares
|
$754,117
0.26% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
10,585
shares
|
$753,334
0.08% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
10,550
shares
|
$750,843
0.07% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,509
shares
|
$747,925
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
10,500
shares
|
$747,285
0.1% of portfolio
|
Q3 2024
Added 16.36%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
10,460
shares
|
$744,438
0.59% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
10,408
shares
|
$740,737
0.08% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
10,402
shares
|
$740,310
0.11% of portfolio
|
Q1 2025
Added 554.21%
|
|
|
Henry James International Management Inc.
|
Apr 25, 2025 Q1 2025 |
10,387
shares
|
$739,242
0.27% of portfolio
|
Q4 2023
Reduced 7.85%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
10,357
shares
|
$737,107
0.15% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
10,336
shares
|
$735,613
0.31% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
10,233
shares
|
$728,282
0.09% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
10,229
shares
|
$727,997
0.01% of portfolio
|
Q1 2025
Added 40.76%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
10,208
shares
|
$726,503
0.06% of portfolio
|
Q1 2025
Added 20.25%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
10,191
shares
|
$725,293
0.01% of portfolio
|
Q1 2025
Reduced 35.11%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,139
shares
|
$721,592
0.05% of portfolio
|
Q4 2023
Reduced 9.86%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
10,112
shares
|
$719,671
0.61% of portfolio
|
Q1 2025
Reduced 21.86%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
10,105
shares
|
$719,172
0.11% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
10,028
shares
|
$713,692
0.28% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
10,017
shares
|
$712,909
0.28% of portfolio
|
Q1 2025
Added 50.16%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
10,015
shares
|
$712,767
0.01% of portfolio
|
Q1 2025
Added 36.99%
|