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 |
|---|---|---|---|---|---|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
220
shares
|
$25,150
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
220
shares
|
$25,150
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
215
shares
|
$24,578
0.0% of portfolio
|
Q1 2025
Reduced 99.43%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
210
shares
|
$24,007
0.0% of portfolio
|
Q2 2023
Reduced 47.5%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
210
shares
|
$24,007
0.01% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
200
shares
|
$22,864
0.0% of portfolio
|
Q2 2022
Added 150.0%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
200
shares
|
$22,864
0.01% of portfolio
|
Q2 2022
Added 488.24%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
193
shares
|
$22,063
0.0% of portfolio
|
Q1 2025
Reduced 38.73%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
190
shares
|
$21,720
0.03% of portfolio
|
Q1 2025
Reduced 63.46%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
182
shares
|
$20,806
0.04% of portfolio
|
Q1 2025
Added 243.4%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
181
shares
|
$20,691
0.01% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
180
shares
|
$20,577
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
180
shares
|
$20,577
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
170
shares
|
$19,434
0.0% of portfolio
|
Q2 2022
Added 900.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
170
shares
|
$19,434
0.01% of portfolio
|
Q2 2025
Reduced 18.27%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
162
shares
|
$18,519
0.01% of portfolio
|
Q1 2024
Added 6.58%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
161
shares
|
$18,405
0.0% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
158
shares
|
$18,062
0.0% of portfolio
|
Q1 2025
Added 378.79%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
152
shares
|
$17,376
0.0% of portfolio
|
Q2 2023
Added 1.33%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
150
shares
|
$17,148
0.01% of portfolio
|
Q4 2022
Reduced 80.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
150
shares
|
$17,148
0.01% of portfolio
|
Q1 2025
Added 87.5%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
145
shares
|
$16,576
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
140
shares
|
$16,004
0.0% of portfolio
|
Q1 2024
Reduced 22.22%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
140
shares
|
$16,004
0.01% of portfolio
|
Q2 2022
Added 900.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
140
shares
|
$16,004
0.0% of portfolio
|
Q1 2023
New holding
|