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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
8,127
shares
|
$578,398
0.01% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
8,088
shares
|
$575,622
0.14% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
8,065
shares
|
$573,986
0.07% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
8,060
shares
|
$573,630
0.15% of portfolio
|
Q1 2025
Reduced 17.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
8,057
shares
|
$573,416
0.02% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
8,040
shares
|
$572,206
0.12% of portfolio
|
Q1 2025
Added 25.45%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
8,030
shares
|
$571,495
0.13% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Jul 14, 2025 Q2 2025 |
8,015
shares
|
$570,427
0.38% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Orion Investment CO
St. Louis, MO |
May 14, 2025 Q1 2025 |
7,993
shares
|
$568,861
0.24% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
7,989
shares
|
$568,577
0.12% of portfolio
|
Q4 2022
Reduced 8.79%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,966
shares
|
$566,940
0.01% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
7,966
shares
|
$566,940
0.23% of portfolio
|
Q1 2025
Reduced 22.15%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
7,935
shares
|
$564,733
0.06% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
7,933
shares
|
$564,591
0.42% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
7,929
shares
|
$564,306
0.04% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
7,925
shares
|
$564,022
0.04% of portfolio
|
Q2 2025
Added 37.37%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
7,916
shares
|
$563,381
0.06% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
7,836
shares
|
$557,688
0.01% of portfolio
|
Q3 2024
Reduced 22.57%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
7,824
shares
|
$556,834
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
7,805
shares
|
$555,481
0.34% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
7,775
shares
|
$553,346
0.38% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
7,765
shares
|
$552,635
0.21% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,745
shares
|
$551,211
0.01% of portfolio
|
Q4 2023
Reduced 5.21%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
7,731
shares
|
$550,215
0.03% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
7,713
shares
|
$548,934
0.11% of portfolio
|
Q1 2025
Added 14.06%
|