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 787 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 |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
3,060
shares
|
$446,882
0.03% of portfolio
|
Q3 2025
Added 15.82%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
3,059
shares
|
$446,736
0.02% of portfolio
|
Q3 2025
Reduced 12.17%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
3,054
shares
|
$446,006
0.02% of portfolio
|
Q4 2025
Added 18.42%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
3,046
shares
|
$444,837
0.04% of portfolio
|
Q4 2025
Added 5.14%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 23, 2026 Q4 2025 |
3,045
shares
|
$444,691
0.15% of portfolio
|
Q4 2025
Added 1.77%
|
|
|
Montgomery Investment Management Inc
|
Jan 16, 2026 Q4 2025 |
3,000
shares
|
$438,120
0.16% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$438,120
0.03% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$438,120
0.02% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,996
shares
|
$437,535
0.08% of portfolio
|
Q3 2025
Added 72.18%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
2,992
shares
|
$436,951
0.04% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,987
shares
|
$436,221
0.02% of portfolio
|
Q4 2023
Reduced 22.4%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2025 Q3 2025 |
2,980
shares
|
$435,199
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 23, 2026 Q4 2025 |
2,944
shares
|
$429,941
0.05% of portfolio
|
Q4 2025
Added 1.55%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
2,944
shares
|
$429,941
0.04% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 26, 2026 Q4 2025 |
2,918
shares
|
$426,144
0.08% of portfolio
|
Q4 2025
Added 57.47%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
2,904
shares
|
$424,100
0.03% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
2,900
shares
|
$423,516
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
2,881
shares
|
$420,741
0.09% of portfolio
|
Q4 2025
Reduced 1.06%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
2,880
shares
|
$420,595
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,880
shares
|
$420,595
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Pictet & Cie Sa
|
Jan 16, 2026 Q4 2025 |
2,878
shares
|
$420,303
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jan 26, 2026 Q4 2025 |
2,867
shares
|
$418,696
0.04% of portfolio
|
Q4 2025
Reduced 7.34%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
2,859
shares
|
$417,528
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Jan 23, 2026 Q4 2025 |
2,857
shares
|
$417,236
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
2,856
shares
|
$417,090
0.25% of portfolio
|
Q3 2025
Added 2.7%
|
|