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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
108
shares
|
$13,689
0.0% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
100
shares
|
$12,675
0.0% of portfolio
|
Q2 2025
Reduced 76.47%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
100
shares
|
$12,675
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
100
shares
|
$12,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
100
shares
|
$12,675
0.01% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
98
shares
|
$12,421
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
95
shares
|
$12,041
0.01% of portfolio
|
Q3 2023
Reduced 91.32%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
95
shares
|
$12,041
0.0% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
95
shares
|
$12,041
0.0% of portfolio
|
Q2 2025
Reduced 51.03%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
90
shares
|
$11,407
0.0% of portfolio
|
Q2 2022
Added 900.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
90
shares
|
$11,407
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
89
shares
|
$11,280
0.0% of portfolio
|
Q4 2024
Added 28.99%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
85
shares
|
$10,773
0.0% of portfolio
|
Q2 2024
Reduced 97.54%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
85
shares
|
$10,773
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
82
shares
|
$10,393
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
80
shares
|
$10,140
0.0% of portfolio
|
Q4 2022
Added 300.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
80
shares
|
$10,140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
80
shares
|
$10,140
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
80
shares
|
$10,140
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
78
shares
|
$9,886
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
72
shares
|
$9,126
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
70
shares
|
$8,872
0.0% of portfolio
|
Q1 2025
Added 1300.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
70
shares
|
$8,872
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
70
shares
|
$8,872
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
69
shares
|
$8,745
0.01% of portfolio
|
Q2 2025
Added 16.95%
|