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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
654
shares
|
$47,035
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
645
shares
|
$46,388
0.01% of portfolio
|
Q2 2023
Reduced 17.94%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
643
shares
|
$46,244
0.04% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
608
shares
|
$43,727
0.02% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
603
shares
|
$43,367
0.0% of portfolio
|
Q4 2024
Reduced 22.69%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
600
shares
|
$43,152
0.03% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
600
shares
|
$43,152
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
582
shares
|
$41,857
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
580
shares
|
$41,713
0.06% of portfolio
|
Q1 2025
Added 3122.22%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
575
shares
|
$41,354
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
564
shares
|
$40,562
0.01% of portfolio
|
Q4 2024
Reduced 26.18%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
547
shares
|
$39,340
0.0% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
544
shares
|
$39,124
0.0% of portfolio
|
Q2 2023
Reduced 20.82%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
523
shares
|
$37,614
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
514
shares
|
$36,966
0.01% of portfolio
|
Q1 2025
Added 16.03%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
507
shares
|
$36,463
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
503
shares
|
$36,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
500
shares
|
$35,960
0.01% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
500
shares
|
$35,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
493
shares
|
$35,456
0.0% of portfolio
|
Q1 2025
Reduced 44.79%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
492
shares
|
$35,384
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
488
shares
|
$35,096
0.02% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
467
shares
|
$33,586
0.01% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
465
shares
|
$33,442
0.0% of portfolio
|
Q1 2025
Added 16.25%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
464
shares
|
$33,370
0.01% of portfolio
|
Q3 2023
Reduced 30.12%
|