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 |
|---|---|---|---|---|---|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
4,535
shares
|
$528,735
0.15% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,533
shares
|
$528,502
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
4,510
shares
|
$525,820
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
4,500
shares
|
$524,655
0.07% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Murchinson Ltd.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,492
shares
|
$523,722
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
4,437
shares
|
$517,309
0.06% of portfolio
|
Q4 2024
Added 18.41%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
4,425
shares
|
$515,910
0.06% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
4,420
shares
|
$515,327
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
4,388
shares
|
$511,596
0.01% of portfolio
|
Q4 2024
Reduced 15.34%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
4,386
shares
|
$511,363
0.04% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
4,384
shares
|
$511,130
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
4,339
shares
|
$505,884
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
4,332
shares
|
$505,067
0.05% of portfolio
|
Q4 2024
Reduced 17.14%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
4,313
shares
|
$502,852
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,282
shares
|
$499,238
0.02% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
4,282
shares
|
$499,238
0.16% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
4,270
shares
|
$497,839
0.14% of portfolio
|
Q1 2024
Reduced 50.46%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
4,269
shares
|
$497,722
0.02% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,261
shares
|
$496,789
0.01% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,236
shares
|
$493,875
0.0% of portfolio
|
Q3 2024
Added 19.29%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,210
shares
|
$490,843
0.04% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,207
shares
|
$490,494
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
4,207
shares
|
$490,494
0.05% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
4,196
shares
|
$489,211
0.18% of portfolio
|
Q3 2024
Added 13.56%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,172
shares
|
$486,413
0.01% of portfolio
|
Q3 2024
Added 0.48%
|