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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
2,353
shares
|
$268,994
0.04% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
2,350
shares
|
$268,652
0.0% of portfolio
|
Q1 2025
Added 11.16%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
2,347
shares
|
$268,309
0.02% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,346
shares
|
$268,194
0.02% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
2,344
shares
|
$267,966
0.05% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
2,343
shares
|
$267,851
0.19% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,340
shares
|
$267,508
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
2,337
shares
|
$267,165
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
2,320
shares
|
$265,222
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
2,312
shares
|
$264,307
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
2,310
shares
|
$264,079
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
2,309
shares
|
$263,964
0.0% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
2,308
shares
|
$263,850
0.07% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
2,305
shares
|
$263,507
0.09% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
2,300
shares
|
$262,936
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
2,292
shares
|
$262,021
0.03% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
2,289
shares
|
$261,678
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
2,281
shares
|
$260,763
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
2,276
shares
|
$260,192
0.0% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
2,275
shares
|
$260,077
0.06% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
2,275
shares
|
$260,077
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
2,270
shares
|
$259,506
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,265
shares
|
$258,934
0.02% of portfolio
|
Q1 2025
Added 13.76%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
2,263
shares
|
$258,706
0.05% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
2,260
shares
|
$258,363
0.11% of portfolio
|
Q1 2025
Reduced 2.16%
|