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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
130,615
shares
|
$9.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
130,339
shares
|
$9.87 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
128,406
shares
|
$9.73 Million
1.02% of portfolio
|
Q3 2025
Added 44.78%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
126,300
shares
|
$9.57 Million
0.05% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
123,358
shares
|
$9.35 Million
1.73% of portfolio
|
Q3 2025
Reduced 35.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
122,132
shares
|
$9.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
119,684
shares
|
$9.07 Million
0.21% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
117,801
shares
|
$8.92 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
116,016
shares
|
$8.79 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Shelter Mutual Insurance CO
|
Oct 31, 2025 Q3 2025 |
113,750
shares
|
$8.62 Million
1.9% of portfolio
|
Q1 2022
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
113,547
shares
|
$8.6 Million
0.02% of portfolio
|
Q3 2023
Added 10.23%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 14, 2025 Q3 2025 |
110,626
shares
|
$8.38 Million
3.87% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
108,981
shares
|
$8.26 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Thornburg Investment Management Inc
|
Nov 12, 2025 Q3 2025 |
108,798
shares
|
$8.24 Million
0.11% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
108,451
shares
|
$8.22 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
107,501
shares
|
$8.14 Million
0.34% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Oct 16, 2025 Q3 2025 |
104,435
shares
|
$7.91 Million
2.23% of portfolio
|
Q3 2025
Added 12.25%
|
|
|
Augustine Asset Management Inc
|
Oct 22, 2025 Q3 2025 |
104,140
shares
|
$7.89 Million
1.57% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
102,189
shares
|
$7.74 Million
0.24% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
102,026
shares
|
$7.73 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
101,018
shares
|
$7.65 Million
0.02% of portfolio
|
Q3 2025
Reduced 19.69%
|
|
|
Eastover Investment Advisors LLC
|
Oct 07, 2025 Q3 2025 |
100,860
shares
|
$7.64 Million
3.27% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
100,204
shares
|
$7.59 Million
0.29% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
97,942
shares
|
$7.42 Million
0.53% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
97,930
shares
|
$7.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.9%
|
|