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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
112
shares
|
$8,055
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
112
shares
|
$8,055
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
106
shares
|
$7,623
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
102
shares
|
$7,335
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
100
shares
|
$7,192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
100
shares
|
$7,192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
100
shares
|
$7,192
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
100
shares
|
$7,192
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
100
shares
|
$7,192
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
96
shares
|
$6,904
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
95
shares
|
$6,832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
90
shares
|
$6,472
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
86
shares
|
$6,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
83
shares
|
$5,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
83
shares
|
$5,969
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
83
shares
|
$5,969
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
81
shares
|
$5,825
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
75
shares
|
$5,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
70
shares
|
$5,034
0.0% of portfolio
|
Q3 2024
Reduced 77.42%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
66
shares
|
$4,746
0.0% of portfolio
|
Q2 2023
Added 1.54%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
64
shares
|
$4,602
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
64
shares
|
$4,602
0.0% of portfolio
|
Q1 2025
Added 77.78%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
62
shares
|
$4,459
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
60
shares
|
$4,315
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
60
shares
|
$4,315
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|