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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
4,208
shares
|
$299,483
0.02% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
4,190
shares
|
$298,202
0.04% of portfolio
|
Q1 2025
Reduced 13.91%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
4,190
shares
|
$298,202
0.2% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,180
shares
|
$297,490
0.02% of portfolio
|
Q2 2022
Reduced 6.86%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
4,175
shares
|
$297,134
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
4,168
shares
|
$296,636
0.17% of portfolio
|
Q4 2023
Reduced 2.32%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,165
shares
|
$296,423
0.08% of portfolio
|
Q2 2023
Reduced 12.76%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
4,165
shares
|
$296,423
0.17% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,158
shares
|
$295,924
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,157
shares
|
$295,853
0.03% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
4,139
shares
|
$294,572
0.12% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
4,132
shares
|
$294,074
0.08% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
4,126
shares
|
$293,647
0.01% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,115
shares
|
$292,864
0.02% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
4,114
shares
|
$292,793
0.07% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
4,103
shares
|
$292,010
0.02% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,049
shares
|
$288,167
0.01% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
4,028
shares
|
$286,672
0.03% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
4,028
shares
|
$286,672
0.09% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,012
shares
|
$285,534
0.03% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,010
shares
|
$285,391
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
4,007
shares
|
$285,178
0.03% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
4,000
shares
|
$284,680
0.06% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
4,000
shares
|
$284,680
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,996
shares
|
$284,395
0.06% of portfolio
|
Q2 2022
Reduced 22.77%
|