Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,487 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 $20 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
172,560
shares
|
$11.2 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
172,293
shares
|
$11.2 Million
2.25% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
169,509
shares
|
$11 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
169,488
shares
|
$11 Million
0.17% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
169,172
shares
|
$11 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
167,680
shares
|
$10.9 Million
2.68% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
158,098
shares
|
$10.3 Million
0.38% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
157,789
shares
|
$10.2 Million
0.91% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
154,707
shares
|
$10 Million
0.12% of portfolio
|
Q1 2024
Reduced 8.59%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
154,337
shares
|
$10 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
152,558
shares
|
$9.9 Million
0.26% of portfolio
|
Q3 2024
Added 118.25%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
152,495
shares
|
$9.9 Million
0.11% of portfolio
|
Q3 2024
Reduced 18.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
151,868
shares
|
$9.86 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
149,840
shares
|
$9.73 Million
0.08% of portfolio
|
Q3 2024
Added 18.19%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
144,245
shares
|
$9.36 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
143,835
shares
|
$9.34 Million
0.03% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
143,679
shares
|
$9.33 Million
0.19% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
141,114
shares
|
$9.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
141,101
shares
|
$9.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
141,083
shares
|
$9.16 Million
0.91% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
140,226
shares
|
$9.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
136,011
shares
|
$8.83 Million
0.02% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
135,206
shares
|
$8.78 Million
0.23% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
133,675
shares
|
$8.68 Million
0.22% of portfolio
|
Q1 2023
Reduced 1.67%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
133,194
shares
|
$8.65 Million
0.05% of portfolio
|
Q3 2024
New holding
|