Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,697 institutions that hold shares in the stock, with a total of 795 Million shares, which have been reported (via 13F filing form) to have a value of $101 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
10,937
shares
|
$1.39 Million
0.68% of portfolio
|
Q1 2025
Added 94.54%
|
|
Greenland Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
10,902
shares
|
$1.38 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
10,880
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
10,874
shares
|
$1.38 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
10,872
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 2.95%
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
10,854
shares
|
$1.38 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
10,829
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
Added 27.21%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,750
shares
|
$1.36 Million
0.11% of portfolio
|
Q2 2023
Reduced 30.65%
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
10,733
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2025
Added 0.13%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,705
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2023
Added 17.68%
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
10,675
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2025
Added 2.55%
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
10,605
shares
|
$1.34 Million
0.7% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
10,577
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
10,544
shares
|
$1.34 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,500
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2022
Added 858.03%
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
10,452
shares
|
$1.32 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
10,438
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
10,420
shares
|
$1.32 Million
0.24% of portfolio
|
Q1 2025
Added 5.17%
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
10,415
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2022
Added 48.11%
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
10,297
shares
|
$1.31 Million
0.47% of portfolio
|
Q2 2025
Added 0.18%
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
10,224
shares
|
$1.3 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
10,182
shares
|
$1.29 Million
0.03% of portfolio
|
Q1 2025
Reduced 55.59%
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10,174
shares
|
$1.29 Million
0.52% of portfolio
|
Q1 2025
Added 4.9%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
10,107
shares
|
$1.28 Million
0.16% of portfolio
|
Q2 2025
Added 26.5%
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
10,100
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2025
Added 3.32%
|