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 |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,474
shares
|
$318,414
0.03% of portfolio
|
Q3 2023
Added 22.11%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
4,458
shares
|
$317,275
0.09% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
4,450
shares
|
$316,706
0.14% of portfolio
|
Q1 2025
Reduced 13.68%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
4,444
shares
|
$316,279
0.14% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
4,425
shares
|
$314,927
0.22% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Grange Capital, LLC
Beaverton, OR |
May 02, 2025 Q1 2025 |
4,413
shares
|
$314,073
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
4,410
shares
|
$313,859
0.13% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
4,396
shares
|
$312,863
0.22% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
4,380
shares
|
$311,724
0.04% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
4,367
shares
|
$310,799
0.02% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
4,367
shares
|
$310,799
0.29% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
4,360
shares
|
$310,301
0.01% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,360
shares
|
$310,301
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
4,354
shares
|
$309,874
0.03% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
4,327
shares
|
$307,952
0.08% of portfolio
|
Q2 2025
Reduced 34.83%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
4,326
shares
|
$307,881
0.18% of portfolio
|
Q1 2025
Reduced 23.66%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
4,322
shares
|
$307,596
0.03% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
4,317
shares
|
$307,240
0.08% of portfolio
|
Q1 2025
Reduced 35.67%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
4,282
shares
|
$304,749
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
4,273
shares
|
$304,109
0.08% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
4,261
shares
|
$303,255
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
4,256
shares
|
$302,899
0.07% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
4,249
shares
|
$302,401
0.13% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
4,225
shares
|
$300,693
0.03% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
4,219
shares
|
$300,266
0.04% of portfolio
|
Q1 2025
Reduced 6.01%
|