Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 2,002 institutions that hold shares in the stock, with a total of 787 Million shares, which have been reported (via 13F filing form) to have a value of $115 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
24,868
shares
|
$3.63 Million
1.18% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
24,825
shares
|
$3.63 Million
1.03% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,813
shares
|
$3.62 Million
0.04% of portfolio
|
Q3 2024
Added 121.29%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
24,552
shares
|
$3.59 Million
0.38% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
24,385
shares
|
$3.56 Million
0.23% of portfolio
|
Q3 2025
Added 51.58%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
23,946
shares
|
$3.5 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
23,785
shares
|
$3.47 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
23,641
shares
|
$3.45 Million
0.22% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
23,239
shares
|
$3.39 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
23,058
shares
|
$3.37 Million
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
22,925
shares
|
$3.35 Million
0.17% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
22,870
shares
|
$3.34 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
22,845
shares
|
$3.34 Million
0.02% of portfolio
|
Q3 2025
Added 59.42%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
22,795
shares
|
$3.33 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
22,492
shares
|
$3.28 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
22,447
shares
|
$3.28 Million
0.23% of portfolio
|
Q3 2025
Reduced 22.53%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
22,204
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Dec 15, 2025 Q3 2025 |
22,103
shares
|
$3.23 Million
0.29% of portfolio
|
Q3 2025
Added 117.06%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
22,100
shares
|
$3.23 Million
0.07% of portfolio
|
Q3 2025
Added 59.0%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
22,029
shares
|
$3.22 Million
1.68% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 20, 2026 Q4 2025 |
21,920
shares
|
$3.2 Million
0.51% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
21,878
shares
|
$3.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
21,732
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
21,720
shares
|
$3.17 Million
0.12% of portfolio
|
Q3 2025
Added 472.63%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
21,682
shares
|
$3.17 Million
0.08% of portfolio
|
Q3 2025
Added 13.7%
|
|