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 |
|---|---|---|---|---|---|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
3,020
shares
|
$214,933
0.03% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,010
shares
|
$214,221
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
3,009
shares
|
$214,150
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
3,004
shares
|
$213,794
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
3,001
shares
|
$213,581
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
3,000
shares
|
$213,510
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
3,000
shares
|
$213,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Teramo Advisors, LLC
Naples, FL |
May 06, 2025 Q1 2025 |
3,000
shares
|
$213,510
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
3,000
shares
|
$213,510
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
3,000
shares
|
$213,510
0.13% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
2,997
shares
|
$213,296
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jul 09, 2025 Q2 2025 |
2,983
shares
|
$212,300
0.16% of portfolio
|
Q2 2025
Reduced 62.14%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
2,976
shares
|
$211,801
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
2,965
shares
|
$211,019
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
2,963
shares
|
$210,876
0.01% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
2,962
shares
|
$210,805
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
2,957
shares
|
$210,449
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
2,952
shares
|
$210,093
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
2,951
shares
|
$210,022
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
2,950
shares
|
$209,951
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,944
shares
|
$209,524
0.01% of portfolio
|
Q1 2025
Reduced 70.94%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
2,943
shares
|
$209,453
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
2,943
shares
|
$209,453
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
2,933
shares
|
$208,741
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
2,925
shares
|
$208,172
0.02% of portfolio
|
Q2 2025
New holding
|