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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
7,596
shares
|
$1.11 Million
0.14% of portfolio
|
Q4 2025
Reduced 7.15%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
7,582
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2025
Added 836.05%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
7,571
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
7,555
shares
|
$1.1 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
7,525
shares
|
$1.1 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
7,498
shares
|
$1.1 Million
0.24% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
7,439
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2025
Added 58.21%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
7,420
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2022
Reduced 9.4%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
7,420
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
7,418
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Wd Rutherford LLC
|
Oct 23, 2025 Q3 2025 |
7,412
shares
|
$1.08 Million
0.5% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
7,400
shares
|
$1.08 Million
0.82% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
7,395
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
7,392
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Reduced 22.83%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
7,383
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2025
Added 1.21%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 20, 2026 Q4 2025 |
7,373
shares
|
$1.08 Million
0.37% of portfolio
|
Q4 2025
Added 3206.28%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
7,328
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Added 229.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
7,291
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 12, 2025 Q3 2025 |
7,279
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Added 95.2%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
7,195
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
7,185
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 26, 2026 Q4 2025 |
7,170
shares
|
$1.05 Million
0.05% of portfolio
|
Q4 2025
Reduced 2.52%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
7,166
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
7,166
shares
|
$1.05 Million
0.14% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Grandview Asset Management LLC
|
Jan 23, 2026 Q4 2025 |
7,115
shares
|
$1.04 Million
0.29% of portfolio
|
Q4 2025
Reduced 0.7%
|
|