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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
3,760
shares
|
$267,599
0.0% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
3,751
shares
|
$266,958
0.0% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
3,745
shares
|
$266,531
0.14% of portfolio
|
Q2 2025
Added 21.75%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
3,728
shares
|
$265,321
0.07% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,721
shares
|
$264,823
0.02% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
3,692
shares
|
$262,759
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
3,687
shares
|
$262,403
0.04% of portfolio
|
Q1 2025
Reduced 81.22%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
3,667
shares
|
$260,980
0.0% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
3,666
shares
|
$260,909
0.06% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
3,655
shares
|
$260,126
0.02% of portfolio
|
Q2 2025
Reduced 30.82%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
3,655
shares
|
$260,126
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
3,651
shares
|
$259,841
0.03% of portfolio
|
Q4 2023
Added 1.84%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
3,639
shares
|
$258,987
0.05% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Goodman Financial Corp
Houston, TX |
May 08, 2025 Q1 2025 |
3,626
shares
|
$258,062
0.06% of portfolio
|
Q1 2023
Reduced 4.2%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
3,625
shares
|
$257,991
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
3,624
shares
|
$257,920
0.16% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
3,614
shares
|
$257,208
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
3,613
shares
|
$257,137
0.03% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
3,607
shares
|
$256,710
0.02% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
3,605
shares
|
$256,567
0.04% of portfolio
|
Q2 2024
Reduced 15.28%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
3,597
shares
|
$255,998
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
3,584
shares
|
$255,073
0.06% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
3,578
shares
|
$254,646
0.06% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
3,565
shares
|
$253,721
0.05% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
3,521
shares
|
$250,589
0.1% of portfolio
|
Q4 2022
New holding
|