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 |
|---|---|---|---|---|---|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
47,408
shares
|
$3.08 Million
0.68% of portfolio
|
Q4 2024
Reduced 45.22%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
47,395
shares
|
$3.08 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Feb 11, 2025 Q4 2024 |
47,000
shares
|
$3.06 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
46,876
shares
|
$3.05 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
46,750
shares
|
$3.04 Million
0.05% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
46,476
shares
|
$3.02 Million
0.12% of portfolio
|
Q3 2023
Added 12.03%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
46,082
shares
|
$3 Million
1.26% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
45,544
shares
|
$2.96 Million
0.05% of portfolio
|
Q4 2024
Added 17.72%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
45,102
shares
|
$2.93 Million
0.43% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Reik & Co., LLC
|
Jan 29, 2025 Q4 2024 |
45,066
shares
|
$2.93 Million
0.72% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
45,062
shares
|
$2.93 Million
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
44,938
shares
|
$2.92 Million
0.5% of portfolio
|
Q1 2023
Reduced 1.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
44,658
shares
|
$2.9 Million
0.03% of portfolio
|
Q4 2024
Added 19.28%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
44,501
shares
|
$2.89 Million
0.05% of portfolio
|
Q4 2024
Reduced 31.73%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
43,850
shares
|
$2.85 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
43,639
shares
|
$2.84 Million
0.08% of portfolio
|
Q4 2024
Added 21.34%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
43,464
shares
|
$2.83 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Feb 06, 2025 Q4 2024 |
43,463
shares
|
$2.83 Million
1.48% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
42,044
shares
|
$2.73 Million
0.68% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
42,000
shares
|
$2.73 Million
0.33% of portfolio
|
Q4 2024
Added 244.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
41,975
shares
|
$2.73 Million
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
41,875
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
41,252
shares
|
$2.68 Million
0.47% of portfolio
|
Q4 2024
Reduced 14.44%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
41,251
shares
|
$2.68 Million
0.16% of portfolio
|
Q1 2025
Added 300.18%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
40,916
shares
|
$2.66 Million
0.05% of portfolio
|
Q4 2024
Added 28.31%
|