Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,723 institutions that hold shares in the stock, with a total of 796 Million shares, which have been reported (via 13F filing form) to have a value of $98.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
11,076
shares
|
$1.37 Million
0.61% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
May 13, 2025 Q1 2025 |
11,076
shares
|
$1.37 Million
0.57% of portfolio
|
Q1 2025
Reduced 18.82%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,065
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
11,050
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
Added 64.63%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,016
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
10,940
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
10,937
shares
|
$1.35 Million
0.68% of portfolio
|
Q1 2025
Added 94.54%
|
|
|
Greenland Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
10,902
shares
|
$1.35 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
10,880
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
10,872
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
10,854
shares
|
$1.34 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
10,829
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2025
Added 27.21%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,750
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2023
Reduced 30.65%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,705
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2023
Added 17.68%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
10,675
shares
|
$1.32 Million
0.11% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
10,605
shares
|
$1.31 Million
0.7% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
10,577
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
10,544
shares
|
$1.3 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,500
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2022
Added 858.03%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
10,452
shares
|
$1.29 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
10,440
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
10,420
shares
|
$1.29 Million
0.24% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
10,417
shares
|
$1.29 Million
0.3% of portfolio
|
Q2 2025
Reduced 24.22%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
10,415
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2022
Added 48.11%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
10,329
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.76%
|