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 |
|---|---|---|---|---|---|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
3,000
shares
|
$366,240
0.14% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$366,240
0.03% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
3,000
shares
|
$366,240
0.11% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
3,000
shares
|
$366,240
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,987
shares
|
$364,652
0.02% of portfolio
|
Q4 2023
Reduced 22.4%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
2,978
shares
|
$363,554
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
2,970
shares
|
$362,577
0.25% of portfolio
|
Q1 2025
Added 10.86%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
2,952
shares
|
$360,380
0.03% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,942
shares
|
$359,159
0.03% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
2,942
shares
|
$359,159
0.11% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
2,930
shares
|
$357,694
0.11% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,923
shares
|
$356,839
0.02% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,892
shares
|
$353,055
0.03% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
2,880
shares
|
$351,590
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
2,880
shares
|
$351,590
0.25% of portfolio
|
Q1 2025
Reduced 27.46%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
2,850
shares
|
$347,928
0.04% of portfolio
|
Q4 2024
Reduced 10.94%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,840
shares
|
$346,707
0.02% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,836
shares
|
$346,218
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
2,833
shares
|
$345,852
0.09% of portfolio
|
Q2 2025
Reduced 42.31%
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
2,825
shares
|
$344,876
0.17% of portfolio
|
Q4 2024
Reduced 62.17%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,819
shares
|
$344,143
0.14% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,810
shares
|
$343,044
0.02% of portfolio
|
Q1 2025
Added 29.43%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
2,798
shares
|
$341,579
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
2,796
shares
|
$341,335
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
2,789
shares
|
$340,481
0.08% of portfolio
|
Q1 2025
Reduced 0.18%
|