Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,992 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 |
|---|---|---|---|---|---|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
80
shares
|
$11,683
0.01% of portfolio
|
Q4 2022
Added 300.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
80
shares
|
$11,683
0.0% of portfolio
|
Q4 2025
Added 29.03%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
80
shares
|
$11,683
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
80
shares
|
$11,683
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
78
shares
|
$11,391
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
73
shares
|
$10,660
0.0% of portfolio
|
Q3 2025
Added 46.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
71
shares
|
$10,368
0.01% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
70
shares
|
$10,222
0.01% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
70
shares
|
$10,222
0.0% of portfolio
|
Q1 2025
Added 1300.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
67
shares
|
$9,784
0.0% of portfolio
|
Q3 2025
Added 34.0%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
66
shares
|
$9,638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
63
shares
|
$9,200
0.01% of portfolio
|
Q4 2025
Reduced 8.7%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
63
shares
|
$9,200
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
62
shares
|
$9,054
0.0% of portfolio
|
Q3 2023
Added 3000.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
61
shares
|
$8,908
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
57
shares
|
$8,324
0.0% of portfolio
|
Q4 2025
Reduced 36.67%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
54
shares
|
$7,886
0.0% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
50
shares
|
$7,302
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
50
shares
|
$7,302
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
50
shares
|
$7,302
0.0% of portfolio
|
Q3 2023
Reduced 37.5%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
50
shares
|
$7,302
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
50
shares
|
$7,302
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
50
shares
|
$7,302
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
49
shares
|
$7,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
48
shares
|
$7,009
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|