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 |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
1,249
shares
|
$89,828
0.04% of portfolio
|
Q3 2024
Reduced 12.6%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,247
shares
|
$89,684
0.02% of portfolio
|
Q1 2025
Reduced 34.85%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
1,200
shares
|
$86,304
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,149
shares
|
$82,636
0.02% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
1,147
shares
|
$82,492
0.02% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,144
shares
|
$82,276
0.02% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
1,129
shares
|
$81,197
0.0% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
1,118
shares
|
$80,406
0.03% of portfolio
|
Q1 2023
Reduced 4.28%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,111
shares
|
$79,903
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,100
shares
|
$79,112
0.01% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,098
shares
|
$78,968
0.01% of portfolio
|
Q1 2025
Reduced 59.33%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
1,074
shares
|
$77,242
0.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,066
shares
|
$76,666
0.01% of portfolio
|
Q1 2023
Added 39.16%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,066
shares
|
$76,666
0.01% of portfolio
|
Q1 2023
Added 39.16%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
1,065
shares
|
$76,594
0.03% of portfolio
|
Q1 2025
Reduced 39.52%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
1,063
shares
|
$76,450
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
1,054
shares
|
$75,803
0.07% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,010
shares
|
$72,639
0.0% of portfolio
|
Q3 2023
Added 19.95%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,008
shares
|
$72,495
0.03% of portfolio
|
Q3 2024
Reduced 19.87%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
951
shares
|
$68,395
0.03% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
951
shares
|
$68,395
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
932
shares
|
$67,029
0.01% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
928
shares
|
$66,741
0.01% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
900
shares
|
$64,728
0.01% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
900
shares
|
$64,728
0.06% of portfolio
|
Q4 2024
New holding
|