Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,521 institutions that hold shares in the stock, with a total of 775 Million shares, which have been reported (via 13F filing form) to have a value of $92.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
4,332
shares
|
$527,334
0.05% of portfolio
|
Q4 2024
Reduced 17.14%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
4,313
shares
|
$525,021
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,282
shares
|
$521,247
0.02% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
4,270
shares
|
$519,787
0.14% of portfolio
|
Q1 2024
Reduced 50.46%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
4,269
shares
|
$519,665
0.02% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,261
shares
|
$518,691
0.01% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,236
shares
|
$515,648
0.0% of portfolio
|
Q3 2024
Added 19.29%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,210
shares
|
$512,483
0.04% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,207
shares
|
$512,118
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
4,196
shares
|
$510,779
0.18% of portfolio
|
Q3 2024
Added 13.56%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,172
shares
|
$507,857
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
4,164
shares
|
$506,883
0.29% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
4,157
shares
|
$506,031
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
4,147
shares
|
$504,814
0.13% of portfolio
|
Q3 2022
Reduced 70.03%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,140
shares
|
$503,962
0.01% of portfolio
|
Q3 2024
Added 14.3%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,140
shares
|
$503,962
0.0% of portfolio
|
Q2 2024
Reduced 35.21%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
4,129
shares
|
$502,623
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,120
shares
|
$501,527
0.03% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
4,087
shares
|
$497,510
0.0% of portfolio
|
Q3 2024
Added 54.28%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
4,076
shares
|
$496,171
0.03% of portfolio
|
Q4 2024
Added 49.41%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,070
shares
|
$495,441
0.07% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,069
shares
|
$495,319
0.02% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Srs Investment Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,066
shares
|
$494,954
0.01% of portfolio
|
Q4 2022
Reduced 99.96%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
4,055
shares
|
$493,615
0.12% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
4,020
shares
|
$489,354
0.04% of portfolio
|
Q4 2024
Reduced 9.05%
|