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 |
|---|---|---|---|---|---|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
3,597
shares
|
$235,495
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,594
shares
|
$235,299
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,583
shares
|
$234,579
0.02% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
3,567
shares
|
$233,531
0.06% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
3,545
shares
|
$232,091
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
3,545
shares
|
$232,091
0.02% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
3,520
shares
|
$230,454
0.09% of portfolio
|
Q3 2024
Added 15.41%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
3,518
shares
|
$230,323
0.01% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,500
shares
|
$229,145
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
3,495
shares
|
$228,817
0.03% of portfolio
|
Q3 2024
Added 19.32%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,495
shares
|
$228,817
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
3,490
shares
|
$228,490
0.03% of portfolio
|
Q3 2024
Reduced 71.01%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
3,452
shares
|
$226,002
0.07% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
3,443
shares
|
$225,413
0.02% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
3,442
shares
|
$225,347
0.05% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
3,429
shares
|
$224,496
0.03% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,424
shares
|
$224,169
0.01% of portfolio
|
Q3 2024
Reduced 51.09%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,416
shares
|
$223,645
0.03% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
3,407
shares
|
$223,056
0.01% of portfolio
|
Q2 2024
Added 14.1%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,399
shares
|
$222,532
0.08% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
3,392
shares
|
$222,074
0.0% of portfolio
|
Q4 2023
Reduced 17.11%
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
3,365
shares
|
$220,306
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,350
shares
|
$219,324
0.02% of portfolio
|
Q3 2022
Reduced 6.19%
|
|
|
Tevis Investment Management
|
Oct 25, 2024 Q3 2024 |
3,329
shares
|
$217,949
0.16% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Barclays PLC
London, X0 |
Nov 15, 2024 Q3 2024 |
3,312
shares
|
$216,836
0.0% of portfolio
|
Q3 2024
Reduced 33.25%
|