Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,653 institutions that hold shares in the stock, with a total of 791 Million shares, which have been reported (via 13F filing form) to have a value of $80.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
80
shares
|
$8,492
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
80
shares
|
$8,492
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
78
shares
|
$8,279
0.0% of portfolio
|
Q4 2024
Added 77.27%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
76
shares
|
$8,067
0.0% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
70
shares
|
$7,430
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
66
shares
|
$7,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
63
shares
|
$6,687
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
62
shares
|
$6,581
0.0% of portfolio
|
Q3 2023
Added 3000.0%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
61
shares
|
$6,475
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
61
shares
|
$6,475
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
60
shares
|
$6,369
0.01% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
59
shares
|
$6,262
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
55
shares
|
$5,838
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
53
shares
|
$5,625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
50
shares
|
$5,307
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
50
shares
|
$5,307
0.0% of portfolio
|
Q3 2023
Reduced 37.5%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
50
shares
|
$5,307
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
50
shares
|
$5,307
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
50
shares
|
$5,307
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
48
shares
|
$5,095
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
47
shares
|
$4,989
0.0% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
45
shares
|
$4,776
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
45
shares
|
$4,776
0.0% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
44
shares
|
$4,670
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
40
shares
|
$4,246
0.0% of portfolio
|
Q4 2024
New holding
|