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 |
|---|---|---|---|---|---|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
120
shares
|
$14,089
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
120
shares
|
$14,089
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
110
shares
|
$12,915
0.0% of portfolio
|
Q1 2024
Reduced 10.57%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
108
shares
|
$12,680
0.0% of portfolio
|
Q1 2024
Reduced 90.09%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
108
shares
|
$12,680
0.0% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
100
shares
|
$11,741
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
100
shares
|
$11,741
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
100
shares
|
$11,741
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
98
shares
|
$11,506
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
95
shares
|
$11,153
0.01% of portfolio
|
Q3 2023
Reduced 91.32%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
91
shares
|
$10,684
0.0% of portfolio
|
Q4 2024
Added 264.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
90
shares
|
$10,566
0.0% of portfolio
|
Q2 2022
Added 900.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
90
shares
|
$10,566
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
89
shares
|
$10,449
0.01% of portfolio
|
Q4 2024
Added 28.99%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
88
shares
|
$10,332
0.0% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
85
shares
|
$9,979
0.0% of portfolio
|
Q2 2024
Reduced 97.54%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
84
shares
|
$9,862
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
82
shares
|
$9,627
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
80
shares
|
$9,392
0.0% of portfolio
|
Q4 2022
Added 300.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
80
shares
|
$9,392
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
80
shares
|
$9,392
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
80
shares
|
$9,392
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
80
shares
|
$9,392
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
76
shares
|
$8,923
0.0% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
70
shares
|
$8,218
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|