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 |
|---|---|---|---|---|---|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
5,275
shares
|
$375,421
0.14% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,249
shares
|
$373,571
0.05% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
5,230
shares
|
$372,219
0.04% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
5,210
shares
|
$370,795
0.27% of portfolio
|
Q1 2024
Reduced 76.43%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
5,200
shares
|
$370,084
0.02% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,192
shares
|
$369,514
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
5,160
shares
|
$367,237
0.18% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
5,155
shares
|
$366,881
0.1% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
5,146
shares
|
$366,240
0.03% of portfolio
|
Q1 2025
Reduced 20.62%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,126
shares
|
$364,817
0.02% of portfolio
|
Q2 2025
Added 68.9%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
5,125
shares
|
$364,746
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
May 14, 2025 Q1 2025 |
5,110
shares
|
$363,678
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
5,102
shares
|
$363,109
0.01% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
5,100
shares
|
$362,967
0.02% of portfolio
|
Q4 2024
Reduced 29.17%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
5,099
shares
|
$362,895
0.14% of portfolio
|
Q1 2024
Reduced 5.96%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
5,097
shares
|
$362,753
0.03% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
5,074
shares
|
$361,116
0.12% of portfolio
|
Q1 2025
Added 144.65%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
5,046
shares
|
$359,123
0.07% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
5,034
shares
|
$358,269
0.01% of portfolio
|
Q2 2024
Reduced 16.66%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,027
shares
|
$357,771
0.02% of portfolio
|
Q4 2023
Reduced 8.33%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,019
shares
|
$357,202
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
5,019
shares
|
$357,202
0.23% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
5,012
shares
|
$356,704
0.18% of portfolio
|
Q1 2024
Reduced 81.38%
|
|
|
Villere St Denis J & CO LLC
|
Jul 24, 2025 Q2 2025 |
5,000
shares
|
$355,850
0.04% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Hardman Johnston Global Advisors LLC
|
Jul 21, 2025 Q2 2025 |
5,000
shares
|
$355,850
0.02% of portfolio
|
Q4 2023
Reduced 13.79%
|