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 |
|---|---|---|---|---|---|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
10,000
shares
|
$711,700
0.31% of portfolio
|
Q1 2022
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
10,000
shares
|
$711,700
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
9,955
shares
|
$708,497
0.03% of portfolio
|
Q1 2025
Reduced 50.07%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
9,953
shares
|
$708,355
0.02% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
9,900
shares
|
$704,583
0.59% of portfolio
|
Q4 2023
Reduced 1.98%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
9,880
shares
|
$703,159
0.02% of portfolio
|
Q1 2025
Added 32.83%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
9,826
shares
|
$699,316
0.02% of portfolio
|
Q1 2025
Added 146.27%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
9,819
shares
|
$698,818
0.01% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
9,801
shares
|
$697,537
0.06% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
9,764
shares
|
$694,903
0.45% of portfolio
|
Q4 2022
Reduced 1.01%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
9,712
shares
|
$691,203
0.06% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,674
shares
|
$688,498
0.04% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,629
shares
|
$685,295
0.01% of portfolio
|
Q2 2024
Reduced 5.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
9,589
shares
|
$682,449
0.02% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
9,542
shares
|
$679,104
0.1% of portfolio
|
Q1 2025
Added 65.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
9,528
shares
|
$678,107
0.02% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
May 13, 2025 Q1 2025 |
9,481
shares
|
$674,762
0.23% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
9,479
shares
|
$674,620
0.18% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,431
shares
|
$671,204
0.09% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9,423
shares
|
$670,634
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
9,418
shares
|
$670,279
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
9,413
shares
|
$669,923
0.18% of portfolio
|
Q1 2025
Reduced 37.6%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,362
shares
|
$666,293
0.01% of portfolio
|
Q1 2025
Reduced 35.53%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
9,349
shares
|
$665,368
0.02% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
9,307
shares
|
$662,379
0.29% of portfolio
|
Q3 2024
Reduced 9.7%
|