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 |
|---|---|---|---|---|---|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
3,176
shares
|
$207,932
0.03% of portfolio
|
Q4 2023
Reduced 2.31%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
3,175
shares
|
$207,867
0.15% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
3,174
shares
|
$207,801
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
3,161
shares
|
$206,950
0.06% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
3,156
shares
|
$206,623
0.08% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
3,150
shares
|
$206,230
0.09% of portfolio
|
Q2 2023
Reduced 3.08%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
3,148
shares
|
$206,099
0.12% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
3,146
shares
|
$205,968
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,129
shares
|
$204,855
0.02% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,124
shares
|
$204,528
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clifford Capital Partners LLC
Alpine, UT |
Nov 13, 2024 Q3 2024 |
3,119
shares
|
$204,200
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
3,117
shares
|
$204,069
0.02% of portfolio
|
Q3 2024
Reduced 13.66%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
3,099
shares
|
$202,891
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
3,095
shares
|
$202,629
0.03% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
3,087
shares
|
$202,105
0.02% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
3,083
shares
|
$201,844
0.05% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
3,069
shares
|
$200,927
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,069
shares
|
$200,927
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,066
shares
|
$200,731
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,056
shares
|
$200,076
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
3,050
shares
|
$199,683
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
3,049
shares
|
$199,618
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,043
shares
|
$199,225
0.05% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
3,041
shares
|
$199,094
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3,035
shares
|
$198,701
0.01% of portfolio
|
Q2 2024
Reduced 0.43%
|