Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,702 institutions that hold shares in the stock, with a total of 795 Million shares, which have been reported (via 13F filing form) to have a value of $101 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
3,140
shares
|
$403,270
0.01% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
3,138
shares
|
$403,013
0.01% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
3,127
shares
|
$401,600
0.2% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
3,125
shares
|
$401,343
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
3,110
shares
|
$399,417
0.05% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
3,098
shares
|
$397,876
0.01% of portfolio
|
Q2 2025
Added 30.06%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
3,097
shares
|
$397,747
0.03% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
3,097
shares
|
$397,747
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,096
shares
|
$397,619
0.06% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
3,090
shares
|
$396,848
0.01% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,075
shares
|
$394,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
3,060
shares
|
$392,995
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
3,055
shares
|
$392,353
0.27% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
3,050
shares
|
$391,711
0.03% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
3,047
shares
|
$391,326
0.0% of portfolio
|
Q1 2025
Reduced 41.05%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
3,030
shares
|
$389,142
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
3,026
shares
|
$388,629
0.19% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
3,020
shares
|
$387,858
0.14% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
3,016
shares
|
$387,344
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
3,010
shares
|
$386,574
0.05% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
3,008
shares
|
$386,317
0.15% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
3,002
shares
|
$385,546
0.1% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
3,000
shares
|
$385,290
0.14% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$385,290
0.03% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
3,000
shares
|
$385,290
0.15% of portfolio
|
Q4 2024
New holding
|