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 |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
7,164
shares
|
$509,861
0.01% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
7,164
shares
|
$509,861
0.01% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
7,160
shares
|
$509,577
0.11% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
7,160
shares
|
$509,577
0.08% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
7,152
shares
|
$509,007
0.05% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
7,132
shares
|
$507,584
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,125
shares
|
$507,086
0.01% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
7,112
shares
|
$506,161
0.12% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
7,074
shares
|
$503,456
0.21% of portfolio
|
Q1 2024
Reduced 19.83%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
7,072
shares
|
$503,314
0.04% of portfolio
|
Q1 2025
Added 52.41%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,070
shares
|
$503,171
0.27% of portfolio
|
Q2 2025
Added 68.53%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
7,065
shares
|
$502,816
0.04% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
7,035
shares
|
$500,680
0.01% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
7,026
shares
|
$500,040
0.0% of portfolio
|
Q1 2024
Reduced 26.24%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,015
shares
|
$499,257
0.04% of portfolio
|
Q3 2023
Added 3.18%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
7,015
shares
|
$499,257
0.01% of portfolio
|
Q1 2025
Reduced 26.07%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
May 06, 2025 Q1 2025 |
7,009
shares
|
$498,830
0.18% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
6,994
shares
|
$497,762
0.06% of portfolio
|
Q4 2024
Reduced 19.44%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
6,946
shares
|
$494,346
0.01% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,910
shares
|
$491,784
0.17% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
6,910
shares
|
$491,784
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,891
shares
|
$490,432
0.08% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
6,882
shares
|
$489,791
0.1% of portfolio
|
Q3 2023
Added 0.81%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
6,838
shares
|
$486,660
0.03% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
May 12, 2025 Q1 2025 |
6,835
shares
|
$486,446
0.4% of portfolio
|
Q1 2025
Reduced 11.25%
|