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 |
|---|---|---|---|---|---|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
5,518
shares
|
$361,263
0.01% of portfolio
|
Q2 2024
Added 5.39%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
5,508
shares
|
$360,608
0.07% of portfolio
|
Q2 2024
Reduced 14.38%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
5,494
shares
|
$359,692
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
5,473
shares
|
$358,317
0.07% of portfolio
|
Q4 2022
Added 28.44%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
5,471
shares
|
$358,186
0.05% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,391
shares
|
$352,948
0.02% of portfolio
|
Q3 2024
Reduced 12.64%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
5,362
shares
|
$351,050
0.05% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
5,347
shares
|
$350,068
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
5,344
shares
|
$349,871
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,331
shares
|
$349,020
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
5,299
shares
|
$346,925
0.01% of portfolio
|
Q3 2024
Added 36.71%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
5,248
shares
|
$343,586
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
5,243
shares
|
$343,259
0.05% of portfolio
|
Q3 2024
Added 25.88%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,231
shares
|
$342,473
0.19% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
5,210
shares
|
$341,098
0.27% of portfolio
|
Q1 2024
Reduced 76.43%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
5,205
shares
|
$340,771
0.0% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,192
shares
|
$339,920
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
5,099
shares
|
$333,831
0.16% of portfolio
|
Q1 2024
Reduced 5.96%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
5,080
shares
|
$332,587
0.04% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,074
shares
|
$332,194
0.02% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
5,073
shares
|
$332,129
0.11% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
5,061
shares
|
$331,343
0.03% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
5,034
shares
|
$329,575
0.01% of portfolio
|
Q2 2024
Reduced 16.66%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
5,028
shares
|
$329,183
0.06% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
5,027
shares
|
$329,117
0.02% of portfolio
|
Q2 2024
Added 4.36%
|