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 |
|---|---|---|---|---|---|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
133,675
shares
|
$9.61 Million
0.22% of portfolio
|
Q1 2023
Reduced 1.67%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
133,516
shares
|
$9.6 Million
0.13% of portfolio
|
Q1 2025
Added 36.54%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
129,907
shares
|
$9.34 Million
0.02% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
128,990
shares
|
$9.28 Million
0.39% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
127,659
shares
|
$9.18 Million
0.14% of portfolio
|
Q1 2025
Added 24.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
126,747
shares
|
$9.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
125,642
shares
|
$9.04 Million
0.02% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
125,387
shares
|
$9.02 Million
0.01% of portfolio
|
Q1 2025
Added 1514.56%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
124,545
shares
|
$8.96 Million
0.06% of portfolio
|
Q1 2025
Added 53.87%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
121,610
shares
|
$8.75 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
121,116
shares
|
$8.71 Million
0.02% of portfolio
|
Q1 2025
Added 41.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
120,949
shares
|
$8.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.36%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
117,622
shares
|
$8.46 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
113,750
shares
|
$8.18 Million
2.09% of portfolio
|
Q1 2022
New holding
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
113,610
shares
|
$8.17 Million
2.28% of portfolio
|
Q1 2025
Reduced 43.87%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
113,547
shares
|
$8.17 Million
0.02% of portfolio
|
Q3 2023
Added 10.23%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
112,485
shares
|
$8.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
111,056
shares
|
$7.99 Million
4.43% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
107,501
shares
|
$7.73 Million
0.34% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
106,097
shares
|
$7.63 Million
3.35% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
105,280
shares
|
$7.57 Million
0.06% of portfolio
|
Q1 2025
Reduced 31.31%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
105,121
shares
|
$7.56 Million
2.09% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
104,983
shares
|
$7.55 Million
0.05% of portfolio
|
Q1 2025
Added 24.85%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
104,826
shares
|
$7.54 Million
0.29% of portfolio
|
Q1 2025
Added 188.33%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Jul 09, 2025 Q2 2025 |
104,435
shares
|
$7.51 Million
2.23% of portfolio
|
Q2 2025
Added 0.06%
|