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 |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,805
shares
|
$484,311
0.09% of portfolio
|
Q3 2023
Reduced 1.7%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,800
shares
|
$483,956
0.02% of portfolio
|
Q1 2025
Reduced 33.27%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
6,759
shares
|
$481,038
0.04% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
6,750
shares
|
$480,397
0.03% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
6,749
shares
|
$480,326
0.04% of portfolio
|
Q1 2025
Reduced 28.83%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
6,748
shares
|
$480,255
0.42% of portfolio
|
Q3 2023
Reduced 2.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
6,745
shares
|
$480,041
0.01% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
6,733
shares
|
$479,187
0.04% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
6,725
shares
|
$478,618
0.05% of portfolio
|
Q2 2023
Reduced 24.31%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
6,713
shares
|
$477,764
0.03% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
6,706
shares
|
$477,266
0.01% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,702
shares
|
$476,981
0.03% of portfolio
|
Q2 2025
Reduced 28.18%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
6,674
shares
|
$474,988
0.17% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
6,652
shares
|
$473,422
0.1% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
6,624
shares
|
$471,430
0.06% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
6,617
shares
|
$470,931
0.02% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,600
shares
|
$469,722
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
6,590
shares
|
$469,010
0.24% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
6,586
shares
|
$468,725
0.12% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,553
shares
|
$466,377
0.01% of portfolio
|
Q1 2025
Reduced 16.6%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
6,552
shares
|
$466,305
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
6,550
shares
|
$466,163
0.06% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
6,544
shares
|
$465,736
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
6,539
shares
|
$465,380
0.02% of portfolio
|
Q3 2023
Added 16.39%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
6,535
shares
|
$465,095
0.01% of portfolio
|
Q2 2025
Added 32.45%
|