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 |
|---|---|---|---|---|---|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
8,773
shares
|
$1.02 Million
0.17% of portfolio
|
Q3 2024
Added 25.56%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
8,772
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
8,731
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
8,706
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
8,703
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
8,600
shares
|
$1 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
8,586
shares
|
$1 Million
0.49% of portfolio
|
Q3 2023
Added 4.19%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
8,580
shares
|
$1 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
8,513
shares
|
$992,530
0.06% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,472
shares
|
$987,750
0.02% of portfolio
|
Q3 2024
Added 13.55%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
8,423
shares
|
$982,037
0.58% of portfolio
|
Q1 2024
Added 68.12%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,351
shares
|
$973,643
0.14% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
8,302
shares
|
$967,930
0.02% of portfolio
|
Q3 2024
Added 648.6%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
8,282
shares
|
$965,598
0.21% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
8,241
shares
|
$960,818
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
8,227
shares
|
$959,185
0.45% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
8,220
shares
|
$958,369
0.26% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
8,209
shares
|
$957,087
0.1% of portfolio
|
Q4 2024
Reduced 52.68%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
8,181
shares
|
$953,822
0.14% of portfolio
|
Q3 2023
Added 0.49%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
8,110
shares
|
$945,544
0.09% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
8,104
shares
|
$944,845
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,058
shares
|
$939,482
0.02% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
8,050
shares
|
$938,549
0.16% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,000
shares
|
$932,720
0.04% of portfolio
|
Q3 2022
Reduced 20.0%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
7,996
shares
|
$932,253
0.12% of portfolio
|
Q3 2024
Reduced 13.38%
|