Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,486 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
239,046
shares
|
$14.7 Million
0.63% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
234,282
shares
|
$14.4 Million
0.09% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
230,027
shares
|
$14.1 Million
0.18% of portfolio
|
Q3 2024
Added 267.9%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
228,244
shares
|
$14 Million
0.19% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
228,016
shares
|
$14 Million
0.14% of portfolio
|
Q3 2024
Added 21.93%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
224,513
shares
|
$13.8 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
221,000
shares
|
$13.6 Million
1.3% of portfolio
|
Q4 2022
Added 29.24%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
218,520
shares
|
$13.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
216,938
shares
|
$13.3 Million
0.52% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
216,037
shares
|
$13.3 Million
0.47% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
211,777
shares
|
$13 Million
0.27% of portfolio
|
Q2 2024
Reduced 7.79%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
207,097
shares
|
$12.7 Million
2.67% of portfolio
|
Q2 2023
Reduced 5.44%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
201,902
shares
|
$12.4 Million
0.17% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
200,982
shares
|
$12.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
200,245
shares
|
$12.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
198,300
shares
|
$12.2 Million
7.71% of portfolio
|
Q4 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
197,772
shares
|
$12.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 24.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
196,222
shares
|
$12.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
195,537
shares
|
$12 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
190,581
shares
|
$11.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
190,023
shares
|
$11.7 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
185,777
shares
|
$11.4 Million
0.89% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
184,919
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Nov 06, 2024 Q3 2024 |
179,259
shares
|
$11 Million
2.2% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
178,400
shares
|
$11 Million
0.02% of portfolio
|
Q4 2023
Added 177.45%
|