Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,541 institutions that hold shares in the stock, with a total of 778 Million shares, which have been reported (via 13F filing form) to have a value of $92.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
210
shares
|
$24,656
0.0% of portfolio
|
Q2 2023
Reduced 47.5%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
210
shares
|
$24,656
0.01% of portfolio
|
Q4 2024
Reduced 48.53%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
210
shares
|
$24,656
0.01% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
210
shares
|
$24,656
0.0% of portfolio
|
Q4 2024
Reduced 31.37%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
200
shares
|
$23,482
0.0% of portfolio
|
Q2 2022
Added 150.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
200
shares
|
$23,482
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
200
shares
|
$23,482
0.01% of portfolio
|
Q2 2022
Added 488.24%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
191
shares
|
$22,425
0.0% of portfolio
|
Q4 2024
Added 38.41%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
183
shares
|
$21,486
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
180
shares
|
$21,133
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
173
shares
|
$20,311
0.01% of portfolio
|
Q1 2024
Reduced 39.72%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
170
shares
|
$19,959
0.0% of portfolio
|
Q2 2022
Added 900.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
161
shares
|
$18,903
0.0% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
152
shares
|
$17,846
0.0% of portfolio
|
Q2 2023
Added 1.33%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
150
shares
|
$17,611
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
150
shares
|
$17,611
0.01% of portfolio
|
Q4 2022
Reduced 80.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
145
shares
|
$17,024
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
140
shares
|
$16,437
0.0% of portfolio
|
Q1 2024
Reduced 22.22%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
140
shares
|
$16,437
0.01% of portfolio
|
Q2 2022
Added 900.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
140
shares
|
$16,437
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
138
shares
|
$16,202
0.01% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
136
shares
|
$15,967
0.0% of portfolio
|
Q2 2024
Added 36.0%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
126
shares
|
$14,793
0.0% of portfolio
|
Q3 2024
Added 26.0%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
125
shares
|
$14,676
0.01% of portfolio
|
Q1 2023
Added 13.64%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
122
shares
|
$14,324
0.0% of portfolio
|
Q2 2024
Added 205.0%
|