Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 2,008 institutions that hold shares in the stock, with a total of 788 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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
4,830
shares
|
$705,373
0.02% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
4,825
shares
|
$704,643
0.07% of portfolio
|
Q4 2025
Reduced 4.74%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
4,812
shares
|
$702,744
0.02% of portfolio
|
Q4 2025
Added 11.21%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
4,779
shares
|
$697,925
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
4,742
shares
|
$692,521
0.05% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
4,725
shares
|
$690,039
0.06% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
4,724
shares
|
$689,892
0.11% of portfolio
|
Q4 2025
Added 1.79%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,720
shares
|
$689,308
0.2% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,708
shares
|
$687,556
0.04% of portfolio
|
Q1 2025
Reduced 59.41%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,705
shares
|
$687,118
0.08% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
4,705
shares
|
$687,118
0.11% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
4,697
shares
|
$685,949
0.02% of portfolio
|
Q1 2025
Reduced 24.07%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,685
shares
|
$684,197
0.01% of portfolio
|
Q4 2025
Reduced 1.01%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
4,682
shares
|
$683,759
0.01% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
4,680
shares
|
$683,467
0.09% of portfolio
|
Q3 2025
Added 30.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
4,677
shares
|
$683,029
0.01% of portfolio
|
Q4 2025
Added 9.12%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
4,668
shares
|
$681,714
0.04% of portfolio
|
Q1 2025
Reduced 28.18%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
4,651
shares
|
$679,232
0.02% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
4,621
shares
|
$674,850
0.48% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
4,563
shares
|
$666,380
0.05% of portfolio
|
Q4 2025
Added 10.7%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
4,552
shares
|
$664,774
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
4,547
shares
|
$664,043
0.04% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
4,546
shares
|
$663,897
0.44% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
4,546
shares
|
$663,897
0.05% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,545
shares
|
$663,751
0.03% of portfolio
|
Q3 2025
Added 9.25%
|
|