Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,766 institutions that hold shares in the stock, with a total of 807 Million shares, which have been reported (via 13F filing form) to have a value of $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
40
shares
|
$5,972
0.0% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
36
shares
|
$5,374
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
35
shares
|
$5,225
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
34
shares
|
$5,076
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
33
shares
|
$4,926
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
33
shares
|
$4,926
0.0% of portfolio
|
Q2 2025
Reduced 52.86%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
32
shares
|
$4,777
0.0% of portfolio
|
Q4 2024
Reduced 76.12%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
31
shares
|
$4,628
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
30
shares
|
$4,479
0.0% of portfolio
|
Q2 2022
Added 900.0%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
30
shares
|
$4,479
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
30
shares
|
$4,479
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
30
shares
|
$4,479
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
30
shares
|
$4,479
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
30
shares
|
$4,479
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
25
shares
|
$3,732
0.0% of portfolio
|
Q1 2025
Reduced 72.53%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
25
shares
|
$3,732
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
20
shares
|
$2,986
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
20
shares
|
$2,986
0.0% of portfolio
|
Q3 2023
Reduced 80.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
20
shares
|
$2,986
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
20
shares
|
$2,986
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
20
shares
|
$2,986
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
19
shares
|
$2,836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
18
shares
|
$2,687
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
18
shares
|
$2,687
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
16
shares
|
$2,388
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|