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 |
|---|---|---|---|---|---|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
2,629
shares
|
$170,990
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
2,619
shares
|
$170,339
0.05% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
2,569
shares
|
$167,087
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,564
shares
|
$166,762
0.01% of portfolio
|
Q1 2025
Added 35.73%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
2,560
shares
|
$166,502
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
2,539
shares
|
$165,136
0.01% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
2,500
shares
|
$162,600
0.04% of portfolio
|
Q3 2022
Reduced 5.77%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,495
shares
|
$162,274
0.03% of portfolio
|
Q3 2024
Added 107.74%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,495
shares
|
$162,274
0.04% of portfolio
|
Q2 2024
Added 17.3%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
2,480
shares
|
$161,299
0.01% of portfolio
|
Q4 2024
Reduced 30.04%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
2,445
shares
|
$159,022
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,436
shares
|
$158,437
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,406
shares
|
$156,486
0.02% of portfolio
|
Q2 2023
Added 4.16%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,394
shares
|
$155,705
0.09% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
2,368
shares
|
$154,014
0.06% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Redwood Investments, LLC
|
Feb 14, 2025 Q4 2024 |
2,315
shares
|
$150,567
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,275
shares
|
$147,966
0.13% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
2,272
shares
|
$147,770
0.04% of portfolio
|
Q4 2024
Added 326.27%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2,269
shares
|
$147,575
0.1% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
2,236
shares
|
$145,429
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
2,208
shares
|
$143,608
0.06% of portfolio
|
Q4 2024
Reduced 32.02%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,165
shares
|
$140,811
0.03% of portfolio
|
Q4 2024
Added 27.05%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,144
shares
|
$139,445
0.01% of portfolio
|
Q4 2024
Reduced 12.63%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,139
shares
|
$139,120
0.0% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
2,100
shares
|
$136,584
0.0% of portfolio
|
Q4 2024
Reduced 93.87%
|