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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
10,627
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
10,594
shares
|
$1.26 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
10,584
shares
|
$1.26 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
10,560
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,500
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2022
Added 858.03%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
10,451
shares
|
$1.25 Million
0.16% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
10,435
shares
|
$1.24 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
10,415
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2022
Added 48.11%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10,391
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
10,225
shares
|
$1.22 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
10,221
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2024
Reduced 71.35%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
10,178
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2024
Added 58.02%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
10,039
shares
|
$1.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
10,016
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$1.19 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
9,932
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.22%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
9,908
shares
|
$1.18 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
9,850
shares
|
$1.17 Million
0.4% of portfolio
|
Q3 2024
Reduced 32.3%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
9,823
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
9,775
shares
|
$1.16 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
9,763
shares
|
$1.16 Million
0.51% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
9,710
shares
|
$1.16 Million
0.13% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
9,699
shares
|
$1.16 Million
0.54% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
9,573
shares
|
$1.14 Million
0.34% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 12, 2024 Q3 2024 |
9,569
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2024
Reduced 73.93%
|