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 |
|---|---|---|---|---|---|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
2,900
shares
|
$208,568
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
2,900
shares
|
$208,568
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
2,880
shares
|
$207,129
0.02% of portfolio
|
Q1 2025
Reduced 17.17%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
2,876
shares
|
$206,841
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,857
shares
|
$205,475
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
2,853
shares
|
$205,187
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
2,843
shares
|
$204,468
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
2,825
shares
|
$203,174
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stone Run Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,810
shares
|
$202,095
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
2,802
shares
|
$201,519
0.06% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
2,800
shares
|
$201,376
0.15% of portfolio
|
Q1 2025
Reduced 41.14%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
2,800
shares
|
$201,376
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
2,791
shares
|
$200,728
0.02% of portfolio
|
Q1 2025
Added 711.34%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
2,731
shares
|
$196,413
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
2,718
shares
|
$195,478
0.08% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,707
shares
|
$194,687
0.11% of portfolio
|
Q1 2025
Added 504.24%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
2,629
shares
|
$189,077
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,588
shares
|
$186,128
0.01% of portfolio
|
Q1 2025
Added 46.71%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
2,570
shares
|
$184,834
0.02% of portfolio
|
Q2 2025
Reduced 21.17%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,539
shares
|
$182,604
0.01% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
2,500
shares
|
$179,800
0.04% of portfolio
|
Q3 2022
Reduced 5.77%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,495
shares
|
$179,440
0.03% of portfolio
|
Q3 2024
Added 107.74%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,495
shares
|
$179,440
0.04% of portfolio
|
Q2 2024
Added 17.3%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
2,480
shares
|
$178,361
0.02% of portfolio
|
Q4 2024
Reduced 30.04%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
2,438
shares
|
$175,340
0.02% of portfolio
|
Q2 2025
Reduced 29.11%
|