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 |
|---|---|---|---|---|---|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
2,259
shares
|
$258,248
0.05% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
2,251
shares
|
$257,334
0.01% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
2,245
shares
|
$256,648
0.12% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
2,241
shares
|
$256,191
0.02% of portfolio
|
Q1 2025
Reduced 39.25%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
2,240
shares
|
$256,076
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
2,230
shares
|
$254,933
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
2,213
shares
|
$252,990
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
2,210
shares
|
$252,647
0.07% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,199
shares
|
$251,389
0.01% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
2,197
shares
|
$251,161
0.11% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,189
shares
|
$250,246
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
2,189
shares
|
$250,246
0.17% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2,189
shares
|
$250,246
0.07% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
2,175
shares
|
$248,645
0.1% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
2,172
shares
|
$248,303
0.08% of portfolio
|
Q1 2025
Reduced 63.64%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
2,150
shares
|
$245,787
0.02% of portfolio
|
Q4 2022
Reduced 0.46%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
2,150
shares
|
$245,787
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
May 09, 2025 Q1 2025 |
2,150
shares
|
$245,787
0.13% of portfolio
|
Q1 2025
Reduced 87.39%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
2,145
shares
|
$245,216
0.03% of portfolio
|
Q1 2025
Reduced 25.78%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
2,144
shares
|
$245,102
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,140
shares
|
$244,644
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
2,137
shares
|
$244,301
0.01% of portfolio
|
Q4 2024
Reduced 24.67%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
2,130
shares
|
$243,501
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
2,128
shares
|
$243,272
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,125
shares
|
$242,930
0.19% of portfolio
|
Q2 2025
Reduced 8.6%
|