Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,682 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 |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,075
shares
|
$351,534
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
3,060
shares
|
$349,819
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
3,055
shares
|
$349,247
0.27% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
3,047
shares
|
$348,333
0.0% of portfolio
|
Q1 2025
Reduced 41.05%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
3,030
shares
|
$346,389
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
3,026
shares
|
$345,932
0.19% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
3,020
shares
|
$345,246
0.14% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
3,016
shares
|
$344,789
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
3,010
shares
|
$344,103
0.05% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
3,008
shares
|
$343,874
0.15% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
3,002
shares
|
$343,188
0.1% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Montgomery Investment Management Inc
|
May 06, 2025 Q1 2025 |
3,000
shares
|
$342,960
0.12% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$342,960
0.03% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
3,000
shares
|
$342,960
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,987
shares
|
$341,473
0.02% of portfolio
|
Q4 2023
Reduced 22.4%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
2,978
shares
|
$340,444
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
2,970
shares
|
$339,530
0.25% of portfolio
|
Q1 2025
Added 10.86%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
2,952
shares
|
$337,472
0.03% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,949
shares
|
$337,129
0.01% of portfolio
|
Q1 2025
Added 21.06%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,942
shares
|
$336,329
0.03% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
2,942
shares
|
$336,329
0.11% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
2,930
shares
|
$334,957
0.11% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,923
shares
|
$334,157
0.02% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,892
shares
|
$330,613
0.03% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
2,880
shares
|
$329,241
0.0% of portfolio
|
Q3 2024
New holding
|