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 |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
210
shares
|
$15,103
0.01% of portfolio
|
Q1 2025
Reduced 40.17%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
206
shares
|
$14,815
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
205
shares
|
$14,743
0.01% of portfolio
|
Q1 2024
Reduced 49.38%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
202
shares
|
$14,527
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
200
shares
|
$14,384
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
200
shares
|
$14,384
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
200
shares
|
$14,384
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
200
shares
|
$14,384
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
200
shares
|
$14,384
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
200
shares
|
$14,384
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
200
shares
|
$14,384
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
198
shares
|
$14,240
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
196
shares
|
$14,096
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
194
shares
|
$13,952
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
193
shares
|
$13,880
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
192
shares
|
$13,808
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
189
shares
|
$13,592
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
182
shares
|
$13,089
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
180
shares
|
$12,945
0.0% of portfolio
|
Q1 2025
Reduced 44.95%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
179
shares
|
$12,873
0.0% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
173
shares
|
$12,442
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
173
shares
|
$12,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
165
shares
|
$11,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
165
shares
|
$11,866
0.0% of portfolio
|
Q4 2024
Reduced 95.21%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
165
shares
|
$11,866
0.0% of portfolio
|
Q1 2025
Reduced 13.16%
|