Filing Research | SHELL PLC Institutional Holdings

Snapshot holdings

50 / 474 loaded

#		Instrument	quantity
1	PENN DAVIS MCFARLAND INC	Shares	489.6KSH	$38.0M
2	Capricorn Fund Managers Ltd	Shares	459.2KSH	$35.6M
3	Thomasville National Bank	Shares	433.6KSH	$33.6M
4	ABC ARBITRAGE SA	Shares	378.3KSH	$29.3M
5	QRG CAPITAL MANAGEMENT, INC.	Shares	222.1KSH	$17.2M
6	Douglas Lane & Associates, LLC	Shares	220.9KSH	$17.1M
7	DAVENPORT & Co LLC	Shares	212.2KSH	$16.5M
8	SAPIENT CAPITAL LLC	Shares	210.3KSH	$16.3M
9	Allied Investment Advisors, LLC	Shares	204.3KSH	$15.8M
10	Crossmark Global Holdings, Inc.	Shares	181.3KSH	$14.1M
11	VIKING FUND MANAGEMENT LLC	Shares	172.0KSH	$13.3M
12	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	171.5KSH	$13.3M
13	Eldred Rock Partners, LLC	Shares	163.2KSH	$12.7M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	148.0KSH	$12.0M
15	D.A. DAVIDSON & CO.	Shares	151.0KSH	$11.7M
16	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	149.0KSH	$11.6M
17	WOODSTOCK CORP	Shares	146.8KSH	$11.4M
18	Prospera Financial Services Inc	Shares	130.7KSH	$10.1M
19	Cohen Klingenstein LLC	Shares	126.6KSH	$9.8M
20	AUGUSTINE ASSET MANAGEMENT INC	Shares	110.1KSH	$8.5M
21	Eastover Investment Advisors LLC	Shares	99.2KSH	$7.7M
22	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	98.7KSH	$7.7M
23	HENNESSY ADVISORS INC	Shares	79.7KSH	$6.2M
24	Gradient Investments LLC	Shares	73.1KSH	$5.7M
25	FACTORY MUTUAL INSURANCE CO	Shares	71.2KSH	$5.5M
26	WEATHERLY ASSET MANAGEMENT L. P.	Shares	66.9KSH	$5.2M
27	SIGNATUREFD, LLC	Shares	64.0KSH	$5.0M
28	ADVOCATE GROUP LLC	Shares	63.9KSH	$5.0M
29	LDIC Inc.	Shares	63.8KSH	$5.0M
30	Gilman Hill Asset Management, LLC	Shares	63.6KSH	$4.9M
31	Brookmont Capital Management	Shares	60.2KSH	$4.7M
32	YHB Investment Advisors, Inc.	Shares	58.7KSH	$4.5M
33	Cardinal Capital Management	Shares	57.6KSH	$4.5M
34	Archford Capital Strategies, LLC	Shares	57.1KSH	$4.4M
35	Farther Finance Advisors, LLC	Shares	56.9KSH	$4.4M
36	DELTEC ASSET MANAGEMENT LLC	Shares	56.5KSH	$4.4M
37	JCIC Asset Management Inc.	Shares	45.6KSH	$4.2M
38	Y-Intercept (Hong Kong) Ltd	Shares	52.9KSH	$4.1M
39	CHICAGO TRUST Co NA	Shares	52.7KSH	$4.1M
40	SBI Securities Co., Ltd.	Shares	52.4KSH	$4.1M
41	CARY STREET PARTNERS FINANCIAL LLC	Shares	51.5KSH	$4.0M
42	HF Advisory Group, LLC	Shares	48.1KSH	$3.7M
43	DMKC Advisory Services, LLC	Shares	44.2KSH	$3.4M
44	Portside Wealth Group, LLC	Shares	42.5KSH	$3.3M
45	Sequoia Financial Advisors, LLC	Shares	42.1KSH	$3.3M
46	GRIFFIN ASSET MANAGEMENT, INC.	Shares	41.5KSH	$3.2M
47	Columbia Asset Management	Shares	38.0KSH	$2.9M
48	Aaron Wealth Advisors LLC	Shares	37.6KSH	$2.9M
49	Nelson Capital Management, LLC	Shares	36.0KSH	$2.8M
50	Rathbones Group PLC	Shares	34.4KSH	$2.7M

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Manager changes2026-06-30 vs 2026-03-31

50 / 521 loaded

#		Instrument
1	Capricorn Fund Managers Ltd new	Shares	+459.2K	+$35.6M	$35.6M
2	J.W. COLE ADVISORS, INC. new	Shares	+29.4K	+$2.3M	$2.3M
3	Bogart Wealth, LLC added	Shares	+13.5K	+$935.2K	$1.6M
4	Revolve Wealth Partners, LLC new	Shares	+10.6K	+$821.5K	$821.5K
5	VIEWPOINT INVESTMENT PARTNERS CORP added	Shares	+6.9K	+$565.3K	$783.2K
6	Confluence Wealth Services, Inc. added	Shares	+6.4K	+$461.0K	$682.6K
7	SFG Wealth Management, LLC. new	Shares	+5.7K	+$442.8K	$442.8K
8	DOPKINS WEALTH MANAGEMENT, LLC new	Shares	+5.7K	+$441.7K	$441.7K
9	MISSION WEALTH MANAGEMENT, LP added	Shares	+9.3K	+$390.6K	$2.4M
10	HOME FEDERAL BANK OF TENNESSEE new	Shares	+4.6K	+$356.7K	$356.7K
11	Apeiron RIA LLC new	Shares	+6.5K	+$333.8K	$333.8K
12	Avior Wealth Management, LLC added	Shares	+5.1K	+$325.7K	$722.7K
13	NEW WAVE WEALTH ADVISORS LLC added	Shares	+4.3K	+$298.7K	$522.0K
14	Capital Advisors Wealth Management, LLC new	Shares	+3.8K	+$296.0K	$296.0K
15	AMERICAN NATIONAL BANK & TRUST new	Shares	+3.7K	+$286.7K	$286.7K
16	FSM Wealth Advisors, LLC new	Shares	+3.5K	+$270.8K	$270.8K
17	HOWARD FINANCIAL SERVICES, LTD. new	Shares	+3.3K	+$257.2K	$257.2K
18	Spectrum Planning & Advisory Services Inc. new	Shares	+2.6K	+$201.1K	$201.1K
19	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+1.7K	+$125.9K	$147.3K
20	SAX WEALTH ADVISORS, LLC added	Shares	+401	+$115.0K	$407.3K
21	Apella Capital, LLC added	Shares	+1.6K	+$107.9K	$463.3K
22	EWA, LLC added	Shares	+1.6K	+$91.3K	$293.5K
23	Abundance Wealth Counselors added	Shares	+1.5K	+$78.9K	$303.8K
24	Cooper Financial Group added	Shares	+1.7K	+$70.9K	$444.4K
25	CERTIOR FINANCIAL GROUP, LLC added	Shares	+1.5K	+$68.7K	$371.0K
26	AdvisorNet Financial, Inc added	Shares	+1.1K	+$54.7K	$234.9K
27	Nolet Wealth Management, LLC added	Shares	+1.2K	+$52.4K	$288.0K
28	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new	Shares	+624	+$48.4K	$48.4K
29	Independent Wealth Network Inc. added	Shares	+1.1K	+$44.5K	$301.0K
30	FULTON BANK, N.A. added	Shares	+1.3K	+$43.5K	$411.0K
31	Brookstone Capital Management added	Shares	+1.9K	+$40.8K	$671.2K
32	Hoese & Co LLP new	Shares	+500	+$38.8K	$38.8K
33	EASTERN BANK added	Shares	+1.9K	+$36.2K	$696.2K
34	Atlatl Advisers LLC new	Shares	+432	+$33.5K	$33.5K
35	Retirement Investment Advisors, Inc. unchanged	Shares	0	+$28.0K	$261.7K
36	StrongBox Wealth, LLC new	Shares	+330	+$25.6K	$25.6K
37	Nova Wealth Management, Inc. added	Shares	+343	+$25.4K	$32.8K
38	Mayflower Financial Advisors, LLC added	Shares	+893	+$22.7K	$302.7K
39	Key FInancial Inc added	Shares	+352	+$18.2K	$72.9K
40	Advantage Trust Co new	Shares	+229	+$17.8K	$17.8K
41	RIVERSEDGE ADVISORS, LLC added	Shares	+1.2K	+$17.7K	$471.7K
42	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+1.1K	+$17.6K	$394.3K
43	SJS Investment Consulting Inc. added	Shares	+239	+$14.5K	$39.0K
44	HORIZON FINANCIAL SERVICES, LLC new	Shares	+109	+$8.5K	$8.5K
45	HHM Wealth Advisors, LLC new	Shares	+100	+$7.8K	$7.8K
46	LifeSteps Financial, Inc. new	Shares	+100	+$7.8K	$7.8K
47	Security National Bank added	Shares	+132	+$7.1K	$25.7K
48	55 North Private Wealth, LLC added	Shares	+703	+$6.7K	$294.5K
49	Gleason Group, Inc. new	Shares	+83	+$6.4K	$6.4K
50	PARK AVENUE SECURITIES LLC new	Shares	+83.0K	+$6.4K	$6.4K

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