Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,494 institutions that hold shares in the stock, with a total of 779 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 |
|---|---|---|---|---|---|
|
Conway Capital Management, Inc.
Burbank, CA |
Jan 17, 2025 Q4 2024 |
11,676
shares
|
$1.39 Million
0.55% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
11,659
shares
|
$1.39 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
11,655
shares
|
$1.39 Million
0.48% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
11,630
shares
|
$1.39 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
11,598
shares
|
$1.38 Million
0.11% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
11,590
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
11,581
shares
|
$1.38 Million
0.14% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,500
shares
|
$1.37 Million
0.16% of portfolio
|
Q3 2024
Reduced 25.81%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
11,376
shares
|
$1.36 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
11,321
shares
|
$1.35 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
11,202
shares
|
$1.34 Million
0.79% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,065
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
10,880
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,875
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.51%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
10,850
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
10,846
shares
|
$1.29 Million
0.12% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
10,845
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
10,838
shares
|
$1.29 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
10,825
shares
|
$1.29 Million
0.75% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
10,798
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 32.13%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,750
shares
|
$1.28 Million
0.11% of portfolio
|
Q2 2023
Reduced 30.65%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
10,731
shares
|
$1.28 Million
0.58% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
10,719
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,705
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2023
Added 17.68%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
10,651
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
Added 4.4%
|