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 |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
3,895
shares
|
$475,501
0.2% of portfolio
|
Q2 2025
Reduced 29.97%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
3,892
shares
|
$475,135
0.03% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,880
shares
|
$473,670
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
3,853
shares
|
$470,374
0.11% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
3,840
shares
|
$468,787
0.04% of portfolio
|
Q2 2025
Added 30.35%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
3,800
shares
|
$463,904
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
3,797
shares
|
$463,537
0.14% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
3,795
shares
|
$463,293
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
3,790
shares
|
$462,683
0.02% of portfolio
|
Q1 2025
Reduced 60.21%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,739
shares
|
$456,457
0.02% of portfolio
|
Q4 2024
Reduced 34.66%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
3,730
shares
|
$455,358
0.08% of portfolio
|
Q1 2025
Reduced 54.96%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
3,726
shares
|
$454,870
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
3,700
shares
|
$451,696
0.12% of portfolio
|
Q2 2025
Reduced 44.39%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,695
shares
|
$451,085
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
3,693
shares
|
$450,841
0.04% of portfolio
|
Q1 2025
Added 17.72%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
3,682
shares
|
$449,498
0.03% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
3,678
shares
|
$449,010
0.03% of portfolio
|
Q1 2025
Added 15.44%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,677
shares
|
$448,888
0.24% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
3,676
shares
|
$448,766
0.01% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
3,674
shares
|
$448,521
0.15% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
3,656
shares
|
$446,324
0.0% of portfolio
|
Q1 2025
Reduced 97.48%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
3,653
shares
|
$445,958
0.12% of portfolio
|
Q1 2025
Reduced 29.34%
|
|
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
May 09, 2025 Q1 2025 |
3,650
shares
|
$445,592
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
3,636
shares
|
$443,882
0.14% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
3,626
shares
|
$442,662
0.02% of portfolio
|
Q2 2025
Added 36.68%
|