Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,615 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
42
shares
|
$3,181
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
38
shares
|
$2,878
0.0% of portfolio
|
Q3 2025
Reduced 51.28%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
36
shares
|
$2,727
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
33
shares
|
$2,500
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
33
shares
|
$2,500
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
33
shares
|
$2,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
33
shares
|
$2,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
30
shares
|
$2,272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
26
shares
|
$1,969
0.0% of portfolio
|
Q2 2025
Reduced 98.58%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
26
shares
|
$1,969
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
19
shares
|
$1,439
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
15
shares
|
$1,136
0.0% of portfolio
|
Q1 2025
Reduced 93.93%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13
shares
|
$984
0.0% of portfolio
|
Q4 2024
Reduced 99.99%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
13
shares
|
$984
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
11
shares
|
$833
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
11
shares
|
$833
0.0% of portfolio
|
Q3 2025
Added 1000.0%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
11
shares
|
$833
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
10
shares
|
$757
0.0% of portfolio
|
Q2 2025
Reduced 93.75%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
9
shares
|
$681
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
9
shares
|
$681
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
9
shares
|
$681
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
7
shares
|
$530
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
6
shares
|
$454
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
6
shares
|
$454
0.0% of portfolio
|
Q3 2025
Reduced 99.83%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
6
shares
|
$454
0.0% of portfolio
|
Q4 2023
New holding
|
|