Shopify Inc.
SHOP- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001594805
No open-market purchases or sales by Shopify Inc. insiders were filed in the last 90 days; 1,719 institutions reported holding it in 13F filings for Q2 2026, worth $94.6B in total; 3 superinvestors hold it, including ARK Invest and D1 Capital Partners.
13F holders, Q4 2022
Institutional positions in Shopify Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 973
- +107 vs. Q3 2022
- Shares held
- 768.9M
- +44.4M (+6.1%) vs. Q3 2022
- Total value
- $26.7B
- +$7.17B (+36.7%) vs. Q3 2022
- New holders
- 203
- 275 more added
- Sold out
- 96
- 354 more reduced
17 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SHOP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,719 | $94.6B |
| Q1 2026 | 1,741 | $99.1B |
| Q4 2025 | 1,892 | $138.3B |
| Q3 2025 | 1,718 | $123.4B |
| Q2 2025 | 1,555 | $97.4B |
| Q1 2025 | 1,480 | $80.9B |
| Q4 2024 | 1,490 | $88.7B |
| Q3 2024 | 1,262 | $66.6B |
| Q2 2024 | 1,213 | $53.8B |
| Q1 2024 | 1,222 | $61.5B |
| Q4 2023 | 1,214 | $63.1B |
| Q3 2023 | 1,081 | $42.6B |
| Q2 2023 | 1,127 | $50.6B |
| Q1 2023 | 1,028 | $36.8B |
| Q4 2022 | 973 | $26.7B |
| Q3 2022 | 883 | $19.6B |
| Q2 2022 | 968 | $22.2B |
| Q1 2022 | 1,149 | $52.1B |
| Q4 2021 | 1,352 | $108.3B |
| Q3 2021 | 1,228 | $104.0B |
| Q2 2021 | 1,213 | $111.4B |
| Q1 2021 | 1,158 | $82.9B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blue Bell Private Wealth Management, LLC | 335 | $11.6K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 360 | $12.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 450 | $12.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 355 | $12.3K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 360 | $12.5K | 0.00% | +360 | New |
| Armstrong Advisory Group, Inc | 380 | $13.2K | 0.00% | +380 | New |
| Fiduciary Alliance LLC | 380 | $13.2K | 0.00% | +380 | New |
| HighMark Wealth Management LLC | 391 | $13.6K | 0.01% | 00.0% | Unchanged |
| Madden Securities Corp | 400 | $13.9K | 0.01% | +400 | New |
| Zions Bancorporation, N.A. | 401 | $13.9K | 0.00% | +231+135.9% | Added |
| Financial Management Professionals, Inc. | 406 | $14.0K | 0.00% | −776−65.7% | Reduced |
| Pin Oak Investment Advisors Inc | 400 | $14.0K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 410 | $14.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 417 | $14.0K | 0.01% | +417 | New |
| Parkside Financial Bank & Trust | 416 | $14.4K | 0.00% | +386+1,286.7% | Added |
| Sargent Bickham Lagudis LLC | 427 | $14.8K | 0.00% | −119−21.8% | Reduced |
| Gs Investments, Inc. | 427 | $14.8K | 0.01% | −20−4.5% | Reduced |
| New Millennium Group LLC | 430 | $14.9K | 0.02% | +400+1,333.3% | Added |
| Hexagon Capital Partners LLC | 469 | $16.3K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 470 | $16.3K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 500 | $17.0K | 0.01% | +500 | New |
| S.A. Mason LLC | 500 | $17.4K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 504 | $17.5K | 0.01% | +100+24.8% | Added |
| Trustcore Financial Services, LLC | 510 | $17.7K | 0.00% | −50−8.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 514 | $17.8K | 0.01% | −300−36.9% | Reduced |
| McClarren Financial Advisors, Inc. | 520 | $18.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 520 | $18.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 520 | $18.0K | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 537 | $18.6K | 0.00% | +537 | New |
| Baystate Wealth Management LLC | 540 | $19.0K | 0.00% | +300+125.0% | Added |
| Norway Savings Bank | 550 | $19.1K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 580 | $20.1K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 600 | $20.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 600 | $20.8K | 0.01% | +600 | New |
| Washington Trust Advisors, Inc. | 607 | $21.1K | 0.00% | −1,009−62.4% | Reduced |
| Johnson Financial Group, Inc. | 640 | $22.2K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 650 | $22.6K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 690 | $23.0K | 0.00% | −300−30.3% | Reduced |
| Jones Financial Companies LLLP | 700 | $24.0K | 0.00% | −340−32.7% | Reduced |
| Partners Capital Investment Group, LLP | 700 | $24.3K | 0.00% | −115,662−99.4% | Reduced |
| High Net Worth Advisory Group LLC | 700 | $24.3K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 700 | $24.3K | 0.00% | +700 | New |
| Benjamin Edwards Inc | 713 | $25.0K | 0.01% | +88+14.1% | Added |
| Massmutual Trust Co FSB | 708 | $25.0K | 0.00% | +154+27.8% | Added |
| James Investment Research Inc | 753 | $26.0K | 0.00% | +753 | New |
| Wolff Wiese Magana LLC | 750 | $26.0K | 0.02% | −440−37.0% | Reduced |
| Bourgeon Capital Management LLC | 750 | $26.0K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 750 | $26.0K | 0.02% | +750 | New |
| Gradient Investments LLC | 760 | $26.4K | 0.00% | −60−7.3% | Reduced |
| Evermay Wealth Management LLC | 800 | $27.8K | 0.01% | +800 | New |
| Trifecta Capital Advisors, LLC | 800 | $27.8K | 0.01% | +800 | New |
| Plante Moran Financial Advisors, LLC | 810 | $28.1K | 0.00% | +280+52.8% | Added |
| JFS Wealth Advisors, LLC | 847 | $29.4K | 0.00% | −484−36.4% | Reduced |
| Highline Wealth Partners LLC | 850 | $29.5K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 886 | $30.7K | 0.01% | +886 | New |
| CVA Family Office, LLC | 890 | $30.9K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 920 | $31.9K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $34.7K | 0.00% | −20−2.0% | Reduced |
| M&R Capital Management Inc | 1,000 | $34.7K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 1,330 | $35.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,000 | $35.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 1,010 | $35.1K | 0.02% | −100−9.0% | Reduced |
| CoreCap Advisors, LLC | 1,032 | $35.8K | 0.00% | +1,032 | New |
| Caldwell Trust Co | 1,035 | $35.9K | 0.01% | −1,250−54.7% | Reduced |
| Pinnacle Financial Partners Inc | 1,050 | $36.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,050 | $36.4K | 0.00% | 00.0% | Unchanged |
| Spence Asset Management | 1,060 | $37.0K | 0.01% | −10−0.9% | Reduced |
| First Manhattan Co | 1,074 | $37.3K | 0.00% | +444+70.5% | Added |
| Old Second National Bank of Aurora | 1,110 | $38.5K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,160 | $40.3K | 0.01% | −980−45.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,170 | $40.6K | 0.00% | −3,330−74.0% | Reduced |
| Toth Financial Advisory Corp | 1,180 | $41.0K | 0.01% | −195−14.2% | Reduced |
| CKW Financial Group | 1,220 | $42.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,200 | $42.0K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,220 | $42.3K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,294 | $44.9K | 0.01% | −711−35.5% | Reduced |
| Bank of New Hampshire | 1,300 | $45.0K | 0.01% | −510−28.2% | Reduced |
| SJS Investment Consulting Inc. | 1,350 | $46.9K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,366 | $47.4K | 0.03% | +1,366 | New |
| Storebrand Asset Management AS | 1,417 | $49.2K | 0.00% | −1,573−52.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,470 | $51.0K | 0.05% | −150−9.3% | Reduced |
| Bartlett & Co. LLC | 1,500 | $52.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,512 | $52.0K | 0.01% | +962+174.9% | Added |
| Bartlett & Co. Wealth Management LLC | 1,500 | $52.1K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 1,500 | $52.1K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,571 | $54.5K | 0.03% | +340+27.6% | Added |
| Pittenger & Anderson Inc | 1,580 | $54.8K | 0.00% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 1,588 | $55.7K | 0.00% | +443+38.7% | Added |
| Crewe Advisors LLC | 1,612 | $56.0K | 0.01% | +121+8.1% | Added |
| NVWM, LLC | 1,620 | $56.2K | 0.02% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,720 | $59.7K | 0.01% | +1,720 | New |
| Farther Finance Advisors, LLC | 1,720 | $59.7K | 0.02% | +1,720 | New |
| U.S. Capital Wealth Advisors, LLC | 1,730 | $60.0K | 0.00% | +1,730 | New |
| Abound Wealth Management | 1,800 | $62.5K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,802 | $62.5K | 0.01% | +2+0.1% | Added |
| MCF Advisors LLC | 1,840 | $63.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,845 | $64.0K | 0.05% | −75−3.9% | Reduced |
| Stonebridge Capital Advisors LLC | 1,850 | $64.2K | 0.01% | −440−19.2% | Reduced |
| Beacon Capital Management, LLC | 1,862 | $64.6K | 0.02% | −458−19.7% | Reduced |
| Glassman Wealth Services | 1,880 | $65.3K | 0.01% | +531+39.4% | Added |