Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,613 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 |
|---|---|---|---|---|---|
|
Penn Davis Mcfarland Inc
|
Oct 21, 2025 Q3 2025 |
502,636
shares
|
$38.1 Million
3.77% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
489,631
shares
|
$37.1 Million
0.39% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Nov 14, 2025 Q3 2025 |
485,000
shares
|
$36.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 43.93%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
480,794
shares
|
$36.4 Million
0.03% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
456,454
shares
|
$34.6 Million
1.84% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
427,014
shares
|
$32.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.37%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
416,550
shares
|
$31.6 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
403,387
shares
|
$30.6 Million
1.88% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
397,528
shares
|
$30.1 Million
0.05% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
394,356
shares
|
$29.9 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
384,185
shares
|
$29.1 Million
0.02% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
372,591
shares
|
$28.2 Million
0.74% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
362,319
shares
|
$27.4 Million
0.32% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
360,692
shares
|
$27.3 Million
0.4% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
349,140
shares
|
$26.5 Million
0.05% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
342,807
shares
|
$26 Million
0.03% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Hikari Power LTD
|
Oct 21, 2025 Q3 2025 |
341,900
shares
|
$25.9 Million
1.97% of portfolio
|
Q1 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
341,677
shares
|
$25.9 Million
0.03% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
339,733
shares
|
$25.7 Million
0.86% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
338,736
shares
|
$25.7 Million
0.0% of portfolio
|
Q3 2025
Added 21.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
335,043
shares
|
$25.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 19.24%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
332,982
shares
|
$25.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 32.82%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
325,277
shares
|
$24.6 Million
1.29% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
322,460
shares
|
$24.4 Million
0.03% of portfolio
|
Q3 2025
Added 84.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
321,124
shares
|
$24.3 Million
0.04% of portfolio
|
Q3 2025
Added 3.93%
|
|