Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,586 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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
342,807
shares
|
$24.7 Million
0.03% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
342,767
shares
|
$24.7 Million
0.02% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Hikari Power LTD
|
Apr 23, 2025 Q1 2025 |
341,900
shares
|
$24.6 Million
1.99% of portfolio
|
Q1 2022
New holding
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
338,642
shares
|
$24.4 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
337,470
shares
|
$24.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
332,544
shares
|
$23.9 Million
1.38% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
323,710
shares
|
$23.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
323,243
shares
|
$23.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.34%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
312,920
shares
|
$22.5 Million
0.22% of portfolio
|
Q1 2025
Reduced 36.49%
|
|
|
Guardian Capital LP
Toronto, A6 |
May 14, 2025 Q1 2025 |
309,630
shares
|
$22.3 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
309,159
shares
|
$22.2 Million
0.67% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
308,991
shares
|
$22.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.53%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
292,987
shares
|
$21.1 Million
1.63% of portfolio
|
Q1 2025
Added 21.12%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
291,256
shares
|
$20.9 Million
1.02% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
285,037
shares
|
$20.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
281,405
shares
|
$20.2 Million
0.17% of portfolio
|
Q1 2025
Added 29.81%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
276,106
shares
|
$19.9 Million
0.55% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
270,481
shares
|
$19.5 Million
0.02% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
267,815
shares
|
$19.3 Million
0.64% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
265,326
shares
|
$19.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
254,286
shares
|
$18.3 Million
1.22% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
252,397
shares
|
$18.2 Million
0.0% of portfolio
|
Q1 2025
Added 26.29%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
242,786
shares
|
$17.5 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
241,567
shares
|
$17.4 Million
0.76% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
240,096
shares
|
$17.3 Million
0.18% of portfolio
|
Q1 2025
Added 19.11%
|