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 |
|---|---|---|---|---|---|
|
Bxm Wealth LLC
Englewood, CO |
Jan 20, 2026 Q4 2025 |
10,124
shares
|
$1.48 Million
0.26% of portfolio
|
Q4 2025
Added 240.3%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
10,107
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2025
Added 21.19%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,107
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
10,071
shares
|
$1.47 Million
0.19% of portfolio
|
Q3 2025
Added 155.87%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
10,052
shares
|
$1.47 Million
0.5% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
10,016
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
10,000
shares
|
$1.46 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 17, 2025 Q3 2025 |
10,000
shares
|
$1.46 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
9,993
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
9,983
shares
|
$1.46 Million
1.01% of portfolio
|
Q4 2025
Reduced 9.44%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
9,901
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2025
Added 14.48%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
9,900
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2025
Added 13.42%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
9,804
shares
|
$1.43 Million
0.13% of portfolio
|
Q3 2025
Reduced 17.86%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,787
shares
|
$1.43 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
9,743
shares
|
$1.42 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
9,704
shares
|
$1.42 Million
0.07% of portfolio
|
Q3 2025
Reduced 26.06%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
9,628
shares
|
$1.41 Million
0.09% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Blb&B Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
9,619
shares
|
$1.4 Million
0.06% of portfolio
|
Q4 2025
Reduced 3.18%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 16, 2026 Q4 2025 |
9,613
shares
|
$1.4 Million
0.62% of portfolio
|
Q4 2025
Added 2.6%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
9,612
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
9,605
shares
|
$1.4 Million
0.08% of portfolio
|
Q4 2025
Added 25.88%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 14, 2025 Q3 2025 |
9,569
shares
|
$1.4 Million
0.14% of portfolio
|
Q3 2024
Reduced 73.93%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,561
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
9,534
shares
|
$1.39 Million
0.78% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
9,530
shares
|
$1.39 Million
0.55% of portfolio
|
Q3 2025
Added 6.71%
|
|