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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
9,486
shares
|
$1.39 Million
0.22% of portfolio
|
Q4 2025
Reduced 15.84%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,478
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
9,430
shares
|
$1.38 Million
0.26% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 15, 2026 Q4 2025 |
9,359
shares
|
$1.37 Million
0.61% of portfolio
|
Q4 2025
Reduced 5.91%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
9,335
shares
|
$1.36 Million
0.33% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
9,327
shares
|
$1.36 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
9,321
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
9,316
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
9,260
shares
|
$1.35 Million
0.28% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
9,100
shares
|
$1.33 Million
0.36% of portfolio
|
Q4 2025
Added 12.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
9,085
shares
|
$1.33 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,075
shares
|
$1.33 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Bridgewater Advisors Inc.
|
Jan 23, 2026 Q4 2025 |
9,025
shares
|
$1.32 Million
0.09% of portfolio
|
Q4 2025
Added 0.79%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
9,021
shares
|
$1.32 Million
0.31% of portfolio
|
Q3 2025
Reduced 17.41%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
9,000
shares
|
$1.31 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
8,978
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
8,950
shares
|
$1.31 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
8,900
shares
|
$1.3 Million
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,850
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,840
shares
|
$1.29 Million
0.12% of portfolio
|
Q3 2025
Added 17.19%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,818
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Added 83.02%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
8,817
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2025
Reduced 17.41%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
8,805
shares
|
$1.29 Million
1.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
8,673
shares
|
$1.27 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
8,651
shares
|
$1.26 Million
0.12% of portfolio
|
Q4 2025
Added 0.52%
|
|