Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,536 institutions that hold shares in the stock, with a total of 295 Million shares, which have been reported (via 13F filing form) to have a value of $18.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
66,176
shares
|
$4.3 Million
0.33% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Bard Financial Services, Inc.
|
Apr 15, 2025 Q1 2025 |
66,100
shares
|
$4.3 Million
0.6% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
65,962
shares
|
$4.29 Million
0.35% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
64,926
shares
|
$4.22 Million
0.87% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
64,916
shares
|
$4.22 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
64,795
shares
|
$4.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
64,438
shares
|
$4.19 Million
0.37% of portfolio
|
Q4 2024
Added 918.94%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
63,915
shares
|
$4.16 Million
2.14% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
63,900
shares
|
$4.16 Million
0.32% of portfolio
|
Q4 2024
Added 62.47%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
63,160
shares
|
$4.11 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
63,006
shares
|
$4.1 Million
0.04% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
62,505
shares
|
$4.07 Million
0.35% of portfolio
|
Q4 2024
Added 18.85%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
62,194
shares
|
$4.05 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Beddow Capital Management Inc
|
Feb 11, 2025 Q4 2024 |
62,001
shares
|
$4.03 Million
1.6% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
61,755
shares
|
$4.02 Million
0.48% of portfolio
|
Q4 2024
Reduced 25.15%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
61,178
shares
|
$3.98 Million
0.56% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
60,316
shares
|
$3.92 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
60,000
shares
|
$3.9 Million
0.96% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Feb 03, 2025 Q4 2024 |
59,486
shares
|
$3.87 Million
4.63% of portfolio
|
Q4 2024
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
59,178
shares
|
$3.85 Million
0.76% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
58,880
shares
|
$3.83 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
58,726
shares
|
$3.82 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
58,586
shares
|
$3.81 Million
0.05% of portfolio
|
Q4 2024
Added 46.15%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
58,556
shares
|
$3.81 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
57,918
shares
|
$3.77 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.93%
|