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 |
|---|---|---|---|---|---|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
5,000
shares
|
$355,850
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
4,997
shares
|
$355,636
0.01% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
4,994
shares
|
$355,422
0.17% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
4,987
shares
|
$354,924
0.09% of portfolio
|
Q1 2025
Reduced 14.39%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
May 15, 2025 Q1 2025 |
4,968
shares
|
$353,572
0.06% of portfolio
|
Q4 2023
Added 19.19%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
4,957
shares
|
$352,789
0.16% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
4,953
shares
|
$352,505
0.09% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
4,950
shares
|
$352,291
0.18% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
4,934
shares
|
$351,152
0.07% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
4,920
shares
|
$350,156
0.23% of portfolio
|
Q1 2024
Added 19.88%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
4,910
shares
|
$349,444
0.03% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
4,906
shares
|
$349,160
0.22% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,843
shares
|
$344,676
0.02% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
4,843
shares
|
$344,676
0.06% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
4,842
shares
|
$344,605
0.11% of portfolio
|
Q3 2022
Added 1.11%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
4,835
shares
|
$344,106
0.01% of portfolio
|
Q1 2025
Reduced 33.7%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
4,826
shares
|
$343,466
0.01% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
4,823
shares
|
$343,252
0.19% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
4,800
shares
|
$341,616
0.09% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
4,800
shares
|
$341,616
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
4,795
shares
|
$341,260
0.12% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,782
shares
|
$340,334
0.03% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
4,754
shares
|
$338,342
0.02% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
4,740
shares
|
$337,345
0.05% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
4,740
shares
|
$337,345
0.28% of portfolio
|
Q1 2025
Added 11.79%
|