Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,998 institutions that hold shares in the stock, with a total of 792 Million shares, which have been reported (via 13F filing form) to have a value of $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,684
shares
|
$245,931
0.01% of portfolio
|
Q4 2024
Reduced 33.62%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,681
shares
|
$245,493
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Momentum Wealth Planning, LLC
Estero, FL |
Nov 12, 2025 Q3 2025 |
1,679
shares
|
$245,201
0.19% of portfolio
|
Q3 2025
Reduced 55.62%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
1,677
shares
|
$244,909
0.03% of portfolio
|
Q4 2025
Reduced 10.22%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 15, 2026 Q4 2025 |
1,677
shares
|
$244,909
0.17% of portfolio
|
Q4 2025
Reduced 4.28%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
1,675
shares
|
$244,617
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
1,670
shares
|
$243,886
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
1,665
shares
|
$243,156
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
1,661
shares
|
$242,572
0.19% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
1,656
shares
|
$241,842
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
1,655
shares
|
$241,696
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
1,650
shares
|
$240,966
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
1,650
shares
|
$240,966
0.04% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,644
shares
|
$240,089
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
1,636
shares
|
$238,921
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
1,632
shares
|
$238,337
0.01% of portfolio
|
Q3 2025
Reduced 21.35%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
1,630
shares
|
$238,045
0.02% of portfolio
|
Q3 2025
Reduced 70.94%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
1,629
shares
|
$237,899
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 23, 2025 Q3 2025 |
1,624
shares
|
$237,168
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
1,620
shares
|
$236,584
0.07% of portfolio
|
Q4 2025
Added 5.61%
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
1,614
shares
|
$235,708
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
1,610
shares
|
$235,124
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
1,610
shares
|
$235,124
0.01% of portfolio
|
Q3 2025
Reduced 24.06%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
1,608
shares
|
$234,832
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
1,605
shares
|
$234,394
0.03% of portfolio
|
Q3 2025
Reduced 11.08%
|
|