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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
545
shares
|
$79,591
0.0% of portfolio
|
Q3 2022
Reduced 13.49%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
510
shares
|
$74,480
0.0% of portfolio
|
Q4 2022
Reduced 8.93%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
504
shares
|
$73,604
0.01% of portfolio
|
Q4 2022
Added 24.75%
|
|
|
Lom Asset Management LTD
Hamilton, |
Jan 23, 2026 Q4 2025 |
500
shares
|
$73,020
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
496
shares
|
$72,435
0.01% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
488
shares
|
$71,267
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
463
shares
|
$67,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
448
shares
|
$65,425
0.03% of portfolio
|
Q3 2025
Reduced 45.1%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
436
shares
|
$63,673
0.01% of portfolio
|
Q4 2025
Added 59.12%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
427
shares
|
$62,359
0.0% of portfolio
|
Q4 2022
Reduced 21.79%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
425
shares
|
$62,067
0.03% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jan 28, 2026 Q4 2025 |
420
shares
|
$61,336
0.01% of portfolio
|
Q4 2025
Reduced 2.33%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
420
shares
|
$61,336
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Mirova
Paris, I0 |
Dec 29, 2025 Q3 2025 |
407
shares
|
$59,438
0.01% of portfolio
|
Q3 2025
Added 93.81%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
407
shares
|
$59,438
0.02% of portfolio
|
Q4 2025
Reduced 21.43%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
406
shares
|
$59,292
0.02% of portfolio
|
Q3 2025
Added 180.0%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
400
shares
|
$58,416
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
400
shares
|
$58,416
0.03% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
397
shares
|
$57,977
0.01% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
395
shares
|
$57,685
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
389
shares
|
$56,809
0.03% of portfolio
|
Q4 2025
Reduced 50.13%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
380
shares
|
$55,495
0.01% of portfolio
|
Q2 2022
Added 900.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Jan 27, 2026 Q4 2025 |
380
shares
|
$55,495
0.03% of portfolio
|
Q4 2025
Added 26.67%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
378
shares
|
$55,203
0.01% of portfolio
|
Q2 2022
Reduced 42.73%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
372
shares
|
$54,326
0.02% of portfolio
|
Q3 2024
Added 116.28%
|
|