Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,709 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 $102 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,987
shares
|
$383,620
0.02% of portfolio
|
Q4 2023
Reduced 22.4%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
2,978
shares
|
$382,464
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
2,970
shares
|
$381,437
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
|
$379,125
0.03% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,942
shares
|
$377,841
0.03% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
2,942
shares
|
$377,841
0.11% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
2,930
shares
|
$376,299
0.11% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,923
shares
|
$375,400
0.02% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,892
shares
|
$371,419
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
|
$369,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
2,880
shares
|
$369,878
0.25% of portfolio
|
Q1 2025
Reduced 27.46%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
2,850
shares
|
$366,025
0.04% of portfolio
|
Q4 2024
Reduced 10.94%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,840
shares
|
$364,741
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
|
$364,227
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
2,833
shares
|
$363,842
0.09% of portfolio
|
Q2 2025
Reduced 42.31%
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
2,825
shares
|
$362,814
0.17% of portfolio
|
Q4 2024
Reduced 62.17%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,819
shares
|
$362,044
0.14% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,810
shares
|
$360,888
0.02% of portfolio
|
Q1 2025
Added 29.43%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
2,798
shares
|
$359,347
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
2,796
shares
|
$359,090
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
2,789
shares
|
$358,191
0.08% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
2,781
shares
|
$357,163
0.2% of portfolio
|
Q2 2025
Added 21.92%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,779
shares
|
$356,906
0.05% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,777
shares
|
$356,650
0.07% of portfolio
|
Q2 2025
Added 23.81%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
2,776
shares
|
$356,521
0.05% of portfolio
|
Q1 2025
Reduced 1.28%
|