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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,598
shares
|
$103,933
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
1,590
shares
|
$103,413
0.02% of portfolio
|
Q4 2024
Reduced 63.3%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,521
shares
|
$98,925
0.03% of portfolio
|
Q2 2024
Added 34.25%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
1,511
shares
|
$98,275
0.06% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,486
shares
|
$96,649
0.03% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,485
shares
|
$96,584
0.02% of portfolio
|
Q3 2022
Added 2.41%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,479
shares
|
$96,194
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
1,462
shares
|
$95,088
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,455
shares
|
$94,633
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
1,439
shares
|
$93,592
0.04% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
1,435
shares
|
$93,332
0.01% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,387
shares
|
$90,210
0.01% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
1,347
shares
|
$87,608
0.02% of portfolio
|
Q4 2023
Reduced 3.58%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,300
shares
|
$84,552
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
1,285
shares
|
$83,576
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,283
shares
|
$83,446
0.0% of portfolio
|
Q1 2024
Added 20.36%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,282
shares
|
$83,381
0.03% of portfolio
|
Q4 2024
Added 56.92%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,249
shares
|
$81,234
0.04% of portfolio
|
Q3 2024
Reduced 12.6%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,247
shares
|
$81,104
0.02% of portfolio
|
Q1 2025
Reduced 34.85%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
1,221
shares
|
$79,413
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
1,212
shares
|
$78,828
0.0% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,149
shares
|
$74,730
0.02% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,144
shares
|
$74,405
0.02% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
1,118
shares
|
$72,714
0.03% of portfolio
|
Q1 2023
Reduced 4.28%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,101
shares
|
$71,609
0.0% of portfolio
|
Q1 2025
New holding
|