Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,587 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 $22.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
3,175
shares
|
$225,964
0.04% of portfolio
|
Q1 2025
Reduced 40.86%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
3,175
shares
|
$225,964
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
3,163
shares
|
$225,110
0.04% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
3,150
shares
|
$224,185
0.11% of portfolio
|
Q2 2023
Reduced 3.08%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
3,148
shares
|
$224,043
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
3,143
shares
|
$223,687
0.03% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
3,140
shares
|
$223,473
0.03% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,139
shares
|
$223,402
0.0% of portfolio
|
Q1 2025
Added 46.75%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
3,128
shares
|
$222,619
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
3,120
shares
|
$222,050
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
3,115
shares
|
$221,694
0.03% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
3,111
shares
|
$221,409
0.02% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
3,106
shares
|
$221,054
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,105
shares
|
$220,982
0.01% of portfolio
|
Q2 2025
Added 21.1%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
3,074
shares
|
$218,776
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
3,072
shares
|
$218,634
0.02% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
3,063
shares
|
$217,993
0.0% of portfolio
|
Q1 2025
Reduced 93.12%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
3,058
shares
|
$217,637
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
3,054
shares
|
$217,353
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
3,050
shares
|
$217,068
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
3,049
shares
|
$216,997
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,035
shares
|
$216,000
0.02% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
3,033
shares
|
$215,858
0.08% of portfolio
|
Q1 2025
Reduced 16.42%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
3,029
shares
|
$215,573
0.12% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
3,024
shares
|
$215,218
0.02% of portfolio
|
Q2 2025
Added 7.04%
|