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 |
|---|---|---|---|---|---|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
9,296
shares
|
$661,596
0.34% of portfolio
|
Q2 2025
Added 111.46%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
9,279
shares
|
$660,386
0.02% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
9,267
shares
|
$659,532
0.11% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
9,250
shares
|
$658,322
0.12% of portfolio
|
Q4 2023
Reduced 8.87%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
9,250
shares
|
$658,322
0.03% of portfolio
|
Q4 2023
Added 27.59%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
9,227
shares
|
$656,685
0.02% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
9,225
shares
|
$656,543
0.05% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
9,157
shares
|
$651,703
0.03% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,140
shares
|
$650,493
0.02% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
9,109
shares
|
$648,287
0.0% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
9,107
shares
|
$648,145
0.16% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
9,096
shares
|
$647,362
0.32% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
9,068
shares
|
$645,369
0.17% of portfolio
|
Q2 2025
Reduced 27.4%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
9,050
shares
|
$644,088
0.39% of portfolio
|
Q2 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,043
shares
|
$643,590
0.02% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
9,036
shares
|
$643,092
0.29% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
8,914
shares
|
$634,409
0.16% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
8,900
shares
|
$633,413
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
8,877
shares
|
$631,776
0.03% of portfolio
|
Q1 2025
Added 426.82%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
8,857
shares
|
$630,352
0.1% of portfolio
|
Q2 2025
Reduced 13.62%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
8,852
shares
|
$629,996
0.24% of portfolio
|
Q1 2022
New holding
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
8,769
shares
|
$624,089
0.16% of portfolio
|
Q2 2022
Reduced 1.15%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
8,768
shares
|
$624,018
0.04% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
8,712
shares
|
$620,033
0.05% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,690
shares
|
$618,467
0.05% of portfolio
|
Q4 2022
Reduced 2.52%
|