Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,530 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 $94.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
5,036
shares
|
$613,032
0.35% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
5,033
shares
|
$612,667
0.29% of portfolio
|
Q4 2024
Added 40.16%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
5,018
shares
|
$610,841
0.09% of portfolio
|
Q3 2024
Reduced 94.23%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
5,013
shares
|
$610,232
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,006
shares
|
$609,380
0.07% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Par Capital Management Inc
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$608,650
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
4,997
shares
|
$608,284
0.28% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
4,996
shares
|
$608,163
0.16% of portfolio
|
Q4 2024
Reduced 15.51%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
4,983
shares
|
$606,580
0.03% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,977
shares
|
$605,850
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
4,974
shares
|
$605,485
0.32% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
4,971
shares
|
$605,119
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
4,955
shares
|
$603,172
0.04% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
4,954
shares
|
$603,050
0.26% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
4,949
shares
|
$602,441
0.02% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
4,930
shares
|
$600,128
0.02% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
4,920
shares
|
$598,911
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
4,920
shares
|
$598,911
0.03% of portfolio
|
Q3 2022
Added 807.75%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
4,920
shares
|
$598,911
0.03% of portfolio
|
Q3 2022
Added 807.75%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
4,914
shares
|
$598,181
0.02% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
4,885
shares
|
$594,651
0.22% of portfolio
|
Q4 2024
Reduced 14.66%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
4,800
shares
|
$584,304
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
4,793
shares
|
$583,451
0.1% of portfolio
|
Q4 2024
Reduced 15.06%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
4,793
shares
|
$583,451
0.04% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
4,776
shares
|
$581,382
0.02% of portfolio
|
Q4 2024
Added 1.6%
|