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 |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
7,080
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
7,067
shares
|
$1.03 Million
0.14% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
7,050
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.51%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
7,000
shares
|
$1.02 Million
0.16% of portfolio
|
Q3 2025
Reduced 21.44%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 10, 2025 Q3 2025 |
7,000
shares
|
$1.02 Million
0.73% of portfolio
|
Q3 2025
New holding
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
6,988
shares
|
$1.02 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
6,984
shares
|
$1.02 Million
0.05% of portfolio
|
Q4 2025
Added 6.54%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
6,967
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
6,954
shares
|
$1.02 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
6,950
shares
|
$1.01 Million
0.55% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
6,940
shares
|
$1.01 Million
0.1% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Element Squared LLC
Minneapolis, MN |
Jan 20, 2026 Q4 2025 |
6,931
shares
|
$1.01 Million
0.61% of portfolio
|
Q4 2025
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
6,912
shares
|
$1.01 Million
0.17% of portfolio
|
Q4 2025
Added 5.19%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,910
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
6,904
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Added 76.75%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
6,881
shares
|
$1 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Kg&L Capital Management,Llc
|
Jan 22, 2026 Q4 2025 |
6,877
shares
|
$1 Million
0.23% of portfolio
|
Q4 2025
Added 92.8%
|
|
|
Cane Capital Partners, LLC
St Francisville, LA |
Jan 21, 2026 Q4 2025 |
6,870
shares
|
$1 Million
0.43% of portfolio
|
Q4 2025
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Jan 20, 2026 Q4 2025 |
6,858
shares
|
$1 Million
0.69% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
6,857
shares
|
$1 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,848
shares
|
$1 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
6,831
shares
|
$997,599
0.09% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
6,817
shares
|
$995,554
0.04% of portfolio
|
Q3 2023
Reduced 6.78%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
6,808
shares
|
$994,240
0.55% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 21, 2026 Q4 2025 |
6,761
shares
|
$987,376
0.06% of portfolio
|
Q4 2025
Reduced 2.1%
|
|