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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
837
shares
|
$60,197
0.01% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
815
shares
|
$58,614
0.0% of portfolio
|
Q1 2024
Added 149.24%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
802
shares
|
$57,679
0.01% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
801
shares
|
$57,607
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
800
shares
|
$57,536
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
798
shares
|
$57,392
0.03% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
775
shares
|
$55,738
0.01% of portfolio
|
Q3 2024
Added 38.39%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
770
shares
|
$55,378
0.03% of portfolio
|
Q1 2024
Reduced 7.23%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
767
shares
|
$55,162
0.01% of portfolio
|
Q1 2025
Added 133.13%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
766
shares
|
$55,090
0.03% of portfolio
|
Q2 2024
Reduced 50.87%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
757
shares
|
$54,443
0.0% of portfolio
|
Q2 2025
Reduced 30.61%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
750
shares
|
$53,940
0.03% of portfolio
|
Q3 2023
Reduced 31.82%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
748
shares
|
$53,796
0.01% of portfolio
|
Q1 2025
Added 347.9%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
741
shares
|
$53,292
0.01% of portfolio
|
Q4 2023
Reduced 4.14%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
739
shares
|
$53,148
0.01% of portfolio
|
Q2 2024
Reduced 51.98%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
727
shares
|
$52,285
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
726
shares
|
$52,213
0.02% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
721
shares
|
$51,854
0.02% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
689
shares
|
$49,552
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
682
shares
|
$49,049
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
671
shares
|
$48,258
0.01% of portfolio
|
Q4 2023
Added 916.67%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
664
shares
|
$47,754
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
663
shares
|
$47,682
0.02% of portfolio
|
Q1 2025
Added 193.36%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
662
shares
|
$47,611
0.0% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
660
shares
|
$47,467
0.01% of portfolio
|
Q4 2024
Reduced 30.75%
|