Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,485 institutions that hold shares in the stock, with a total of 778 Million shares, which have been reported (via 13F filing form) to have a value of $91.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
6,186
shares
|
$721,225
0.02% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
6,183
shares
|
$720,875
0.1% of portfolio
|
Q3 2024
Reduced 40.27%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
6,181
shares
|
$720,642
0.0% of portfolio
|
Q3 2024
Reduced 20.03%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
6,166
shares
|
$718,893
0.53% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
6,152
shares
|
$717,261
0.08% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
6,139
shares
|
$715,746
0.17% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
6,134
shares
|
$715,163
0.25% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
6,100
shares
|
$711,199
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
6,097
shares
|
$710,849
0.17% of portfolio
|
Q3 2024
Added 14.28%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
6,062
shares
|
$706,768
0.06% of portfolio
|
Q4 2024
Added 115.5%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,059
shares
|
$706,418
0.01% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,000
shares
|
$699,540
0.04% of portfolio
|
Q2 2024
Reduced 16.1%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
5,996
shares
|
$699,073
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
5,962
shares
|
$695,109
0.21% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
5,921
shares
|
$690,329
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
5,918
shares
|
$689,979
0.19% of portfolio
|
Q3 2024
Reduced 20.77%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
5,875
shares
|
$684,966
0.23% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
5,858
shares
|
$682,984
0.41% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
5,856
shares
|
$682,751
0.03% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,844
shares
|
$681,351
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
5,825
shares
|
$679,136
0.12% of portfolio
|
Q3 2024
Added 37.45%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
5,822
shares
|
$678,786
0.12% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,806
shares
|
$676,921
0.1% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
5,790
shares
|
$675,056
0.12% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
5,724
shares
|
$667,361
0.02% of portfolio
|
Q4 2024
New holding
|