Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,486 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
85,370
shares
|
$5.25 Million
0.04% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
85,253
shares
|
$5.24 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
84,224
shares
|
$5.17 Million
0.17% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
84,059
shares
|
$5.16 Million
0.07% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
83,924
shares
|
$5.16 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
82,503
shares
|
$5.07 Million
0.77% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
82,055
shares
|
$5.04 Million
0.19% of portfolio
|
Q3 2024
Added 708.98%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
80,900
shares
|
$4.97 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
79,063
shares
|
$4.86 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Oct 04, 2024 Q3 2024 |
78,315
shares
|
$4.81 Million
1.73% of portfolio
|
Q3 2024
Added 119.92%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
78,148
shares
|
$4.8 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
77,937
shares
|
$4.79 Million
0.39% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
77,608
shares
|
$4.77 Million
0.07% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
76,050
shares
|
$4.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
73,709
shares
|
$4.53 Million
0.06% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Hedges Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
72,350
shares
|
$4.45 Million
3.31% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
71,194
shares
|
$4.37 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
71,193
shares
|
$4.37 Million
0.81% of portfolio
|
Q3 2022
Added 1.01%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
70,976
shares
|
$4.36 Million
0.11% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
70,000
shares
|
$4.3 Million
0.04% of portfolio
|
Q2 2023
Added 6.06%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
68,954
shares
|
$4.24 Million
0.28% of portfolio
|
Q3 2024
Added 41.47%
|
|
|
Hiddenite Capital Partners LP
White Plains, NY |
Nov 05, 2024 Q3 2024 |
68,500
shares
|
$4.21 Million
1.7% of portfolio
|
Q3 2023
Reduced 15.43%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
67,920
shares
|
$4.17 Million
0.81% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
67,647
shares
|
$4.16 Million
0.06% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Bard Financial Services, Inc.
|
Nov 20, 2024 Q3 2024 |
67,275
shares
|
$4.13 Million
0.53% of portfolio
|
Q3 2024
Added 46.73%
|