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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
8,650
shares
|
$615,620
0.05% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
8,610
shares
|
$612,773
0.17% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
8,605
shares
|
$612,417
0.21% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,585
shares
|
$610,994
0.25% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
8,564
shares
|
$609,499
0.06% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
8,502
shares
|
$605,087
0.04% of portfolio
|
Q4 2023
Reduced 0.91%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
8,497
shares
|
$604,731
0.14% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
8,494
shares
|
$604,517
0.05% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
8,484
shares
|
$603,806
0.06% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Apr 16, 2025 Q1 2025 |
8,468
shares
|
$602,667
0.39% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
8,462
shares
|
$602,240
0.18% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Center Star Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
8,450
shares
|
$601,386
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
8,410
shares
|
$598,539
0.04% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
8,410
shares
|
$598,539
0.13% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Pictet Bank & Trust LTD
|
Jul 15, 2025 Q2 2025 |
8,400
shares
|
$597,828
0.69% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
8,391
shares
|
$597,187
0.19% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
8,381
shares
|
$596,475
0.01% of portfolio
|
Q3 2022
Reduced 0.79%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
8,350
shares
|
$594,269
0.05% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
8,261
shares
|
$587,935
0.19% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
8,250
shares
|
$587,152
0.01% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
8,212
shares
|
$584,448
0.15% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
8,192
shares
|
$583,024
0.01% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
8,187
shares
|
$582,668
0.16% of portfolio
|
Q1 2025
Added 48.05%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
8,159
shares
|
$580,676
0.04% of portfolio
|
Q1 2025
Added 42.39%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
8,152
shares
|
$580,177
0.12% of portfolio
|
Q1 2025
Added 0.62%
|