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 |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,862
shares
|
$133,915
0.06% of portfolio
|
Q2 2023
Added 158.61%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
1,835
shares
|
$131,973
0.0% of portfolio
|
Q2 2024
Added 2.69%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,829
shares
|
$131,541
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,763
shares
|
$126,794
0.02% of portfolio
|
Q1 2025
Added 27.11%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,731
shares
|
$124,493
0.02% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,720
shares
|
$123,702
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
1,720
shares
|
$123,702
0.05% of portfolio
|
Q1 2025
Reduced 42.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,692
shares
|
$121,688
0.01% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,688
shares
|
$121,400
0.01% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,647
shares
|
$118,452
0.03% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
1,616
shares
|
$116,222
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,603
shares
|
$115,287
0.01% of portfolio
|
Q1 2025
Reduced 25.23%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,598
shares
|
$114,928
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,550
shares
|
$111,476
0.0% of portfolio
|
Q1 2025
Reduced 81.58%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,542
shares
|
$110,900
0.02% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
1,521
shares
|
$109,390
0.04% of portfolio
|
Q2 2024
Added 34.25%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,486
shares
|
$106,873
0.03% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,485
shares
|
$106,801
0.02% of portfolio
|
Q3 2022
Added 2.41%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,455
shares
|
$104,643
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
1,453
shares
|
$104,499
0.01% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,439
shares
|
$103,492
0.03% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,436
shares
|
$103,277
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,300
shares
|
$93,496
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,282
shares
|
$92,201
0.03% of portfolio
|
Q4 2024
Added 56.92%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
1,275
shares
|
$91,698
0.0% of portfolio
|
Q1 2025
Added 5.2%
|