Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,484 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $20.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
8,399
shares
|
$549,882
0.04% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,392
shares
|
$549,424
0.01% of portfolio
|
Q3 2023
Reduced 7.69%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
8,381
shares
|
$548,704
0.01% of portfolio
|
Q3 2022
Reduced 0.79%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
8,358
shares
|
$547,198
0.04% of portfolio
|
Q1 2024
Reduced 7.13%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
8,353
shares
|
$546,870
0.01% of portfolio
|
Q3 2024
Added 16.4%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
8,345
shares
|
$546,347
0.04% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
8,328
shares
|
$545,234
0.06% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,324
shares
|
$544,972
0.02% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
8,320
shares
|
$544,710
0.13% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
8,308
shares
|
$543,924
0.44% of portfolio
|
Q2 2024
Added 11.29%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
8,293
shares
|
$542,942
0.16% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Oct 08, 2024 Q3 2024 |
8,272
shares
|
$541,567
0.39% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
8,210
shares
|
$537,508
0.26% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
8,124
shares
|
$531,878
0.08% of portfolio
|
Q1 2024
Reduced 9.08%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
8,032
shares
|
$525,855
0.13% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 12, 2024 Q3 2024 |
8,005
shares
|
$524,087
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
7,989
shares
|
$523,039
0.12% of portfolio
|
Q4 2022
Reduced 8.79%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
7,986
shares
|
$522,843
0.04% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
7,972
shares
|
$521,926
0.05% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
7,970
shares
|
$521,795
0.08% of portfolio
|
Q1 2024
Added 19.45%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,966
shares
|
$521,534
0.01% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
7,965
shares
|
$521,468
0.31% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,950
shares
|
$520,486
0.04% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7,897
shares
|
$517,016
0.02% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
7,892
shares
|
$516,689
0.02% of portfolio
|
Q3 2024
Reduced 30.89%
|