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 |
|---|---|---|---|---|---|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
4,267
shares
|
$527,870
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
4,262
shares
|
$527,252
0.0% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
4,240
shares
|
$524,530
0.18% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
4,211
shares
|
$520,942
0.02% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
4,183
shares
|
$517,478
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
4,180
shares
|
$517,107
0.04% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
4,147
shares
|
$513,025
0.13% of portfolio
|
Q3 2022
Reduced 70.03%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,140
shares
|
$512,159
0.01% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
4,136
shares
|
$511,664
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,083
shares
|
$505,107
0.01% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
4,082
shares
|
$504,984
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
4,081
shares
|
$504,860
0.03% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
4,070
shares
|
$503,499
0.11% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
4,062
shares
|
$502,510
0.19% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,020
shares
|
$497,314
0.04% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
3,995
shares
|
$494,221
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
3,992
shares
|
$493,850
0.15% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
3,985
shares
|
$492,984
0.0% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
3,983
shares
|
$492,736
0.25% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
3,960
shares
|
$489,891
0.02% of portfolio
|
Q1 2025
Added 54.15%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
3,957
shares
|
$489,520
0.07% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
3,937
shares
|
$487,046
0.0% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
3,936
shares
|
$486,922
0.25% of portfolio
|
Q2 2024
Added 11.5%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
3,923
shares
|
$485,314
0.12% of portfolio
|
Q1 2025
Reduced 13.5%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
3,905
shares
|
$483,087
0.01% of portfolio
|
Q1 2025
Reduced 2.42%
|