SHEL — Shell PLC Institutional Holders · Q3 2026

Name: Who Owns SHEL? 92 Institutions Hold $123M (Q3 2026)
Creator: ko.io

Who owns Shell PLC (SHEL)? 92 institutions reported holding $122.56M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Douglas Lane & Associates, LLC ($20.2M), Sapient Capital LLC ($19.9M), Eastover Investment Advisors LLC ($9.5M).

Rank	Institution	Value	Shares	Change
1	Douglas Lane & Associates, LLC	$20.2M	212,329	Trimmed
2	SAPIENT CAPITAL LLC	$19.9M	209,444	Trimmed
3	Eastover Investment Advisors LLC	$9.5M	99,496	Added
4	Gradient Investments LLC	$6.7M	70,690	Trimmed
5	NEVILLE RODIE & SHAW INC	$6.3M	66,450	Hold
6	YHB Investment Advisors, Inc.	$5.6M	58,826	Added
7	Farther Finance Advisors, LLC	$5.4M	56,334	Trimmed
8	HF Advisory Group, LLC	$4.9M	51,091	Added
9	CONFLUENCE INVESTMENT MANAGEMENT LLC	$2.2M	23,425	Added
10	Avidian Wealth Enterprises, LLC	$2.2M	23,170	Added
11	PARK NATIONAL CORP /OH/	$2.1M	22,487	Trimmed
12	RFG - Bristol Wealth Advisors, LLC	$2.1M	22,159	Added
13	Red Spruce Capital, LLC	$2.0M	21,059	Trimmed
14	Parrish Capital LLC	$1.9M	20,256	Added
15	Valeo Financial Advisors, LLC	$1.7M	17,984	Added
16	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$1.7M	17,771	Added
17	MOODY NATIONAL BANK TRUST DIVISION	$1.6M	16,999	Added
18	GAMMA Investing LLC	$1.5M	16,067	Added
19	Miller Global Investments, LLC	$1.4M	14,413	Trimmed
20	Versant Capital Management, Inc	$1.2M	12,256	Added
21	Wedmont Private Capital	$1.1M	10,696	Added
22	Rosenberg Matthew Hamilton	$896,322	9,430	Trimmed
23	EASTERN BANK	$889,478	9,358	Added
24	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$871,568	9,168	New
25	Plan A Wealth LLC	$823,763	8,666	Added

Source: SEC Form 13F filings · as of 2026-09-30