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 |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
57
shares
|
$4,099
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
54
shares
|
$3,883
0.0% of portfolio
|
Q1 2025
Reduced 35.71%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
51
shares
|
$3,667
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
50
shares
|
$3,596
0.0% of portfolio
|
Q2 2025
Reduced 61.83%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
50
shares
|
$3,596
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
45
shares
|
$3,236
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
44
shares
|
$3,164
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
44
shares
|
$3,164
0.0% of portfolio
|
Q1 2024
Added 4.76%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
44
shares
|
$3,164
0.0% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
42
shares
|
$3,020
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
37
shares
|
$2,661
0.0% of portfolio
|
Q4 2024
Reduced 90.61%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
36
shares
|
$2,589
0.0% of portfolio
|
Q1 2025
Reduced 88.27%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
36
shares
|
$2,589
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
33
shares
|
$2,373
0.0% of portfolio
|
Q1 2025
Added 371.43%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
33
shares
|
$2,373
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
33
shares
|
$2,373
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
31
shares
|
$2,229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
30
shares
|
$2,157
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
28
shares
|
$2,013
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
27
shares
|
$1,941
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
26
shares
|
$1,869
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
26
shares
|
$1,869
0.0% of portfolio
|
Q1 2025
Reduced 81.69%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
25
shares
|
$1,798
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
19
shares
|
$1,366
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
18
shares
|
$1,294
0.0% of portfolio
|
Q1 2025
New holding
|