Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,697 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 |
|---|---|---|---|---|---|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
456
shares
|
$57,798
0.02% of portfolio
|
Q1 2025
Reduced 34.39%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
452
shares
|
$57,291
0.01% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
428
shares
|
$54,249
0.02% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
427
shares
|
$54,122
0.0% of portfolio
|
Q4 2022
Reduced 21.79%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
400
shares
|
$50,700
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
400
shares
|
$50,700
0.0% of portfolio
|
Q1 2025
Reduced 83.28%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
397
shares
|
$50,319
0.01% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
395
shares
|
$50,066
0.03% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
380
shares
|
$48,165
0.01% of portfolio
|
Q2 2022
Added 900.0%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
378
shares
|
$47,911
0.01% of portfolio
|
Q2 2022
Reduced 42.73%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
372
shares
|
$47,151
0.01% of portfolio
|
Q3 2024
Added 116.28%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
364
shares
|
$46,137
0.01% of portfolio
|
Q2 2025
Reduced 37.46%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
362
shares
|
$45,883
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
355
shares
|
$44,996
0.02% of portfolio
|
Q1 2025
Added 86.84%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
344
shares
|
$43,602
0.01% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
341
shares
|
$43,221
0.01% of portfolio
|
Q4 2024
Reduced 47.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
340
shares
|
$43,095
0.0% of portfolio
|
Q3 2023
Reduced 1.16%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
327
shares
|
$41,447
0.0% of portfolio
|
Q2 2024
Added 55.71%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
317
shares
|
$40,179
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
314
shares
|
$39,799
0.0% of portfolio
|
Q1 2025
Added 149.21%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
300
shares
|
$38,025
0.0% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
300
shares
|
$38,025
0.01% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
300
shares
|
$38,025
0.01% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
300
shares
|
$38,025
0.01% of portfolio
|
Q4 2024
Reduced 52.38%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
290
shares
|
$36,757
0.0% of portfolio
|
Q1 2025
Added 38.1%
|