Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,684 institutions that hold shares in the stock, with a total of 794 Million shares, which have been reported (via 13F filing form) to have a value of $90.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
5,058
shares
|
$590,470
0.01% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
5,057
shares
|
$590,354
0.17% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
5,056
shares
|
$590,237
0.34% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
5,033
shares
|
$587,552
0.06% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
5,015
shares
|
$585,451
0.19% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
5,013
shares
|
$585,217
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
5,008
shares
|
$584,633
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
4,997
shares
|
$583,349
0.44% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
4,975
shares
|
$580,781
0.04% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
4,973
shares
|
$580,548
0.32% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
4,971
shares
|
$580,314
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
4,956
shares
|
$578,563
0.47% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Harrington Investments, Inc
|
Jul 14, 2025 Q2 2025 |
4,952
shares
|
$578,096
0.31% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,946
shares
|
$577,396
0.02% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
4,938
shares
|
$576,462
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
4,920
shares
|
$574,360
0.03% of portfolio
|
Q3 2022
Added 807.75%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
4,920
shares
|
$574,360
0.03% of portfolio
|
Q3 2022
Added 807.75%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
4,911
shares
|
$573,310
0.13% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
4,884
shares
|
$570,158
0.12% of portfolio
|
Q2 2025
Reduced 22.11%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
4,863
shares
|
$567,706
0.03% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
4,849
shares
|
$566,072
0.02% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
4,840
shares
|
$565,021
0.02% of portfolio
|
Q1 2025
Added 52.3%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,812
shares
|
$561,752
0.06% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
4,794
shares
|
$559,651
0.36% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
4,792
shares
|
$559,418
0.09% of portfolio
|
Q1 2025
Reduced 0.02%
|