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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
4,223
shares
|
$616,726
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
4,177
shares
|
$610,009
0.05% of portfolio
|
Q3 2025
Reduced 68.1%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
4,165
shares
|
$608,256
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
4,147
shares
|
$605,627
0.13% of portfolio
|
Q3 2022
Reduced 70.03%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
4,137
shares
|
$604,167
0.42% of portfolio
|
Q4 2025
Reduced 10.14%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
4,136
shares
|
$604,021
0.25% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Jan 21, 2026 Q4 2025 |
4,135
shares
|
$603,875
0.52% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
4,124
shares
|
$602,268
0.04% of portfolio
|
Q4 2025
Added 3.62%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
4,123
shares
|
$602,122
0.02% of portfolio
|
Q4 2025
Added 13.39%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
4,121
shares
|
$601,830
0.19% of portfolio
|
Q4 2025
Reduced 2.02%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
4,095
shares
|
$598,033
0.04% of portfolio
|
Q3 2025
Added 78.51%
|
|
|
Essex LLC
|
Jan 16, 2026 Q4 2025 |
4,085
shares
|
$596,573
0.12% of portfolio
|
Q4 2025
Reduced 2.25%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
4,070
shares
|
$594,382
0.11% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 30, 2025 Q3 2025 |
4,053
shares
|
$591,900
0.03% of portfolio
|
Q3 2025
Added 83.73%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
4,045
shares
|
$590,731
0.25% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
4,020
shares
|
$587,080
0.06% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$584,160
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
4,000
shares
|
$584,160
0.44% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
3,984
shares
|
$581,823
0.08% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,953
shares
|
$577,296
0.02% of portfolio
|
Q3 2025
Added 81.41%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,951
shares
|
$577,004
0.07% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
3,951
shares
|
$577,004
0.01% of portfolio
|
Q3 2025
Added 13.63%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
3,950
shares
|
$576,858
0.13% of portfolio
|
Q3 2025
Added 27.46%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
3,939
shares
|
$575,251
0.08% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 23, 2026 Q4 2025 |
3,936
shares
|
$574,813
0.3% of portfolio
|
Q2 2024
Added 11.5%
|
|