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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
350
shares
|
$40,012
0.01% of portfolio
|
Q4 2023
Added 59.09%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
344
shares
|
$39,326
0.01% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
341
shares
|
$38,983
0.01% of portfolio
|
Q4 2024
Reduced 47.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
340
shares
|
$38,868
0.0% of portfolio
|
Q3 2023
Reduced 1.16%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
327
shares
|
$37,382
0.0% of portfolio
|
Q2 2024
Added 55.71%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
317
shares
|
$36,239
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
314
shares
|
$35,896
0.0% of portfolio
|
Q1 2025
Added 149.21%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
300
shares
|
$34,296
0.0% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
300
shares
|
$34,296
0.01% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
300
shares
|
$34,296
0.01% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
300
shares
|
$34,296
0.01% of portfolio
|
Q4 2024
Reduced 52.38%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
290
shares
|
$33,152
0.0% of portfolio
|
Q1 2025
Added 38.1%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
272
shares
|
$31,095
0.02% of portfolio
|
Q1 2025
Added 30.14%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
267
shares
|
$30,523
0.02% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
264
shares
|
$30,180
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
263
shares
|
$30,066
0.01% of portfolio
|
Q2 2025
Added 182.8%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
260
shares
|
$29,723
0.0% of portfolio
|
Q3 2024
Reduced 45.83%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
256
shares
|
$29,265
0.01% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
250
shares
|
$28,580
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
241
shares
|
$27,551
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
241
shares
|
$27,551
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
240
shares
|
$27,436
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
240
shares
|
$27,436
0.0% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
229
shares
|
$26,179
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
221
shares
|
$25,264
0.0% of portfolio
|
Q1 2025
New holding
|