Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 2,013 institutions that hold shares in the stock, with a total of 789 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 29, 2026 Q4 2025 |
1,621
shares
|
$236,730
0.02% of portfolio
|
Q4 2025
Added 3.05%
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
1,620
shares
|
$236,584
0.07% of portfolio
|
Q4 2025
Added 5.61%
|
|
|
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%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
1,604
shares
|
$234,248
0.08% of portfolio
|
Q2 2025
Reduced 38.12%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,602
shares
|
$233,956
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 21, 2026 Q4 2025 |
1,600
shares
|
$233,664
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
1,600
shares
|
$233,664
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
1,600
shares
|
$233,664
0.04% of portfolio
|
Q3 2025
Reduced 20.75%
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
1,599
shares
|
$233,517
0.18% of portfolio
|
Q4 2025
Added 5.54%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
1,598
shares
|
$233,371
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
1,595
shares
|
$232,933
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
1,595
shares
|
$232,933
0.03% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jan 20, 2026 Q4 2025 |
1,592
shares
|
$232,495
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
1,587
shares
|
$231,765
0.1% of portfolio
|
Q4 2025
Added 9.68%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
1,586
shares
|
$231,619
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,577
shares
|
$230,305
0.04% of portfolio
|
Q3 2025
Reduced 39.06%
|
|
|
Finivi Inc.
Westborough, MA |
Jan 27, 2026 Q4 2025 |
1,577
shares
|
$230,305
0.15% of portfolio
|
Q4 2025
Reduced 2.29%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,570
shares
|
$229,282
0.0% of portfolio
|
Q4 2023
Added 4.67%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,569
shares
|
$229,136
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
1,566
shares
|
$228,698
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
1,565
shares
|
$228,552
0.01% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
1,563
shares
|
$228,260
0.19% of portfolio
|
Q3 2025
New holding
|
|