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 |
|---|---|---|---|---|---|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,013
shares
|
$262,731
0.07% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,012
shares
|
$262,665
0.03% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
4,000
shares
|
$261,880
0.05% of portfolio
|
Q2 2024
Reduced 27.27%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
3,999
shares
|
$261,814
0.05% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,996
shares
|
$261,618
0.06% of portfolio
|
Q2 2022
Reduced 22.77%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
3,994
shares
|
$261,487
0.01% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,980
shares
|
$260,570
0.02% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
3,979
shares
|
$260,505
0.04% of portfolio
|
Q3 2024
Reduced 94.29%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,965
shares
|
$259,588
0.05% of portfolio
|
Q3 2024
Added 14.07%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
3,953
shares
|
$258,802
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
3,949
shares
|
$258,541
0.03% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
3,932
shares
|
$257,428
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,929
shares
|
$257,231
0.05% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
3,925
shares
|
$256,969
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,921
shares
|
$256,707
0.03% of portfolio
|
Q1 2024
Reduced 9.76%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
3,910
shares
|
$255,987
0.06% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
3,905
shares
|
$255,660
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
3,901
shares
|
$255,398
0.14% of portfolio
|
Q3 2024
Added 34.47%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
3,900
shares
|
$255,333
0.0% of portfolio
|
Q4 2023
Reduced 43.48%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
3,891
shares
|
$254,743
0.09% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,890
shares
|
$254,678
0.02% of portfolio
|
Q3 2024
Reduced 71.9%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
3,884
shares
|
$254,285
0.03% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
3,861
shares
|
$252,779
0.01% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
3,859
shares
|
$252,648
0.02% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
3,844
shares
|
$251,666
0.25% of portfolio
|
Q3 2024
Reduced 3.15%
|