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 |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
3,340
shares
|
$487,773
0.16% of portfolio
|
Q3 2025
Reduced 24.91%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
3,323
shares
|
$485,290
0.06% of portfolio
|
Q4 2025
Reduced 1.25%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
3,314
shares
|
$483,976
0.03% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Diligent Investors, LLC
|
Jan 22, 2026 Q4 2025 |
3,310
shares
|
$483,392
0.14% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
3,300
shares
|
$481,932
0.07% of portfolio
|
Q2 2025
Added 1000.0%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
3,290
shares
|
$480,471
0.1% of portfolio
|
Q4 2025
Reduced 1.53%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 27, 2026 Q4 2025 |
3,273
shares
|
$477,988
0.18% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
3,267
shares
|
$477,112
0.02% of portfolio
|
Q3 2025
Added 19.89%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
3,251
shares
|
$474,776
0.16% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
3,242
shares
|
$473,461
0.05% of portfolio
|
Q4 2025
Reduced 2.05%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
3,242
shares
|
$473,461
0.32% of portfolio
|
Q3 2025
Reduced 31.01%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
3,235
shares
|
$472,439
0.06% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
3,222
shares
|
$470,540
0.06% of portfolio
|
Q4 2025
Reduced 1.38%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Jan 26, 2026 Q4 2025 |
3,220
shares
|
$470,248
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
3,215
shares
|
$469,518
0.19% of portfolio
|
Q4 2025
Added 4.93%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
3,164
shares
|
$462,070
0.02% of portfolio
|
Q4 2025
Added 2.59%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
3,153
shares
|
$460,464
0.18% of portfolio
|
Q4 2025
Reduced 5.03%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
3,132
shares
|
$457,397
0.02% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,132
shares
|
$457,397
0.01% of portfolio
|
Q2 2025
Added 19.04%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
3,107
shares
|
$453,746
0.03% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
3,105
shares
|
$453,454
0.07% of portfolio
|
Q3 2025
Reduced 53.83%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
3,104
shares
|
$453,308
0.31% of portfolio
|
Q4 2025
Added 5.47%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jan 27, 2026 Q4 2025 |
3,097
shares
|
$452,285
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
3,096
shares
|
$452,139
0.13% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
3,077
shares
|
$449,365
0.24% of portfolio
|
Q3 2025
Reduced 1.6%
|
|