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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
3,936
shares
|
$574,813
0.1% of portfolio
|
Q3 2025
Added 87.52%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
3,935
shares
|
$574,667
0.08% of portfolio
|
Q4 2025
Reduced 25.25%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
3,913
shares
|
$571,454
0.01% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
3,913
shares
|
$571,454
0.16% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
3,906
shares
|
$570,432
0.02% of portfolio
|
Q4 2025
Added 3.42%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
3,904
shares
|
$570,140
0.05% of portfolio
|
Q4 2025
Added 129.24%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
3,903
shares
|
$569,994
0.16% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
3,900
shares
|
$569,556
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,890
shares
|
$568,095
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,880
shares
|
$566,635
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 26, 2026 Q4 2025 |
3,877
shares
|
$566,197
0.19% of portfolio
|
Q4 2025
Added 7.75%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,868
shares
|
$564,882
0.01% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
3,866
shares
|
$564,590
0.05% of portfolio
|
Q3 2025
Added 28.18%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
3,853
shares
|
$562,692
0.11% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
3,852
shares
|
$562,546
0.22% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
3,821
shares
|
$558,018
0.04% of portfolio
|
Q4 2025
Added 2.52%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
3,820
shares
|
$557,872
0.08% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
3,815
shares
|
$557,142
0.15% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
3,813
shares
|
$556,850
0.38% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
3,799
shares
|
$554,805
0.01% of portfolio
|
Q4 2025
Reduced 19.92%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,790
shares
|
$553,491
0.01% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
3,780
shares
|
$552,031
0.23% of portfolio
|
Q3 2025
Reduced 20.92%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,778
shares
|
$551,739
0.05% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
3,773
shares
|
$551,008
0.07% of portfolio
|
Q4 2025
Added 18.31%
|
|