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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,503
shares
|
$511,578
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 20, 2026 Q4 2025 |
3,492
shares
|
$509,971
0.22% of portfolio
|
Q4 2025
Added 5.4%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,490
shares
|
$509,679
0.03% of portfolio
|
Q2 2022
Added 492.53%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
3,476
shares
|
$507,635
0.11% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
3,472
shares
|
$507,050
0.11% of portfolio
|
Q3 2025
Reduced 19.91%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
3,471
shares
|
$506,904
0.02% of portfolio
|
Q4 2025
Reduced 7.91%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
3,471
shares
|
$506,904
0.2% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
3,468
shares
|
$506,466
0.08% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
3,463
shares
|
$505,736
0.07% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,453
shares
|
$504,276
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
3,448
shares
|
$503,545
0.18% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
3,443
shares
|
$502,815
0.03% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
3,443
shares
|
$502,815
0.07% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
3,437
shares
|
$501,939
0.19% of portfolio
|
Q4 2025
Added 485.52%
|
|
|
Moseley Investment Management Inc
|
Jan 20, 2026 Q4 2025 |
3,416
shares
|
$498,872
0.16% of portfolio
|
Q4 2025
Reduced 6.13%
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
3,414
shares
|
$498,580
0.09% of portfolio
|
Q3 2025
Reduced 23.56%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
3,400
shares
|
$496,536
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
3,397
shares
|
$496,097
0.28% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Q3 Asset Management
|
Oct 27, 2025 Q3 2025 |
3,392
shares
|
$495,367
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
3,390
shares
|
$495,075
0.03% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
3,381
shares
|
$493,761
0.01% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
3,377
shares
|
$493,177
0.02% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
3,372
shares
|
$492,446
0.0% of portfolio
|
Q3 2025
Added 35.31%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,368
shares
|
$491,862
0.09% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,345
shares
|
$488,503
0.04% of portfolio
|
Q3 2025
Reduced 0.59%
|
|