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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,436
shares
|
$173,370
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
2,426
shares
|
$172,658
0.04% of portfolio
|
Q1 2025
Reduced 31.72%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,406
shares
|
$171,235
0.02% of portfolio
|
Q2 2023
Added 4.16%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
2,400
shares
|
$170,808
0.03% of portfolio
|
Q2 2025
Reduced 26.02%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
2,354
shares
|
$167,534
0.11% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
2,352
shares
|
$167,391
0.05% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
2,327
shares
|
$165,612
0.01% of portfolio
|
Q1 2025
Reduced 16.45%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,275
shares
|
$161,911
0.13% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2,269
shares
|
$161,484
0.1% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,253
shares
|
$160,346
0.08% of portfolio
|
Q2 2025
Reduced 46.98%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,208
shares
|
$157,143
0.07% of portfolio
|
Q4 2024
Reduced 32.02%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
2,187
shares
|
$155,648
0.0% of portfolio
|
Q2 2025
Reduced 75.39%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,165
shares
|
$154,083
0.03% of portfolio
|
Q4 2024
Added 27.05%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,100
shares
|
$149,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
2,050
shares
|
$145,898
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,000
shares
|
$142,340
0.01% of portfolio
|
Q1 2023
Reduced 23.66%
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
2,000
shares
|
$142,340
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,962
shares
|
$139,635
0.01% of portfolio
|
Q4 2023
Added 61.48%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
1,950
shares
|
$138,781
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,933
shares
|
$137,571
0.01% of portfolio
|
Q2 2025
Reduced 28.22%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
1,891
shares
|
$134,582
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,890
shares
|
$134,511
0.02% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,870
shares
|
$133,087
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,869
shares
|
$133,016
0.04% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
1,866
shares
|
$132,803
0.04% of portfolio
|
Q2 2024
Reduced 7.58%
|