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 |
|---|---|---|---|---|---|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
3,400
shares
|
$415,072
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,371
shares
|
$411,531
0.07% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,368
shares
|
$411,165
0.09% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
3,350
shares
|
$408,968
0.06% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
3,313
shares
|
$404,451
0.16% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
3,303
shares
|
$403,230
0.28% of portfolio
|
Q1 2025
Reduced 17.13%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
3,300
shares
|
$402,864
0.06% of portfolio
|
Q2 2025
Added 1000.0%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,290
shares
|
$401,643
0.08% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
3,286
shares
|
$401,154
0.14% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
3,273
shares
|
$399,567
0.14% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
3,267
shares
|
$398,835
0.02% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
3,255
shares
|
$397,370
0.01% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
3,254
shares
|
$397,248
0.01% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
3,251
shares
|
$396,882
0.13% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
3,241
shares
|
$395,661
0.01% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
3,233
shares
|
$394,684
0.01% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,226
shares
|
$393,830
0.01% of portfolio
|
Q1 2025
Added 52.1%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
3,222
shares
|
$393,341
0.01% of portfolio
|
Q2 2025
Reduced 19.39%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,216
shares
|
$392,609
0.02% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
3,210
shares
|
$391,876
0.05% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
3,195
shares
|
$390,045
0.17% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
3,186
shares
|
$388,946
0.02% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
3,181
shares
|
$388,336
0.04% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Sprott Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
3,181
shares
|
$388,336
0.02% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
3,178
shares
|
$387,970
0.32% of portfolio
|
Q1 2025
Reduced 0.56%
|