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, Q3 2023
Institutional positions in Shopify Inc. as of Sep 30, 2023. 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
- 1,081
- −37 vs. Q2 2023
- Shares held
- 776.9M
- −5.49M (−0.7%) vs. Q2 2023
- Total value
- $42.6B
- −$7.98B (−15.8%) vs. Q2 2023
- New holders
- 97
- 391 more added
- Sold out
- 134
- 380 more reduced
9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toth Financial Advisory Corp | 1,378 | $75.2K | 0.01% | −4,123−75.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,338 | $73.0K | 0.00% | +17+1.3% | Added |
| Avion Wealth | 1,336 | $72.0K | 0.02% | −47−3.4% | Reduced |
| Valley National Advisers Inc | 1,293 | $71.0K | 0.01% | +283+28.0% | Added |
| Bank of New Hampshire | 1,300 | $70.9K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,300 | $70.9K | 0.00% | +145+12.6% | Added |
| Carolinas Wealth Consulting LLC | 1,500 | $70.4K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,250 | $68.2K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,230 | $67.1K | 0.03% | −59−4.6% | Reduced |
| CKW Financial Group | 1,220 | $67.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,220 | $66.6K | 0.04% | +1,220 | New |
| Sugarloaf Wealth Management, LLC | 1,120 | $61.1K | 0.02% | +1,000+833.3% | Added |
| Old Second National Bank of Aurora | 1,110 | $60.6K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,081 | $59.0K | 0.01% | +50+4.8% | Added |
| Stonebridge Capital Advisors LLC | 1,080 | $58.9K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,075 | $58.7K | 0.02% | +275+34.4% | Added |
| Truvestments Capital LLC | 1,060 | $57.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,050 | $57.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,000 | $55.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $54.6K | 0.00% | −50−4.8% | Reduced |
| M&R Capital Management Inc | 1,000 | $54.6K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $54.6K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 967 | $52.8K | 0.01% | +47+5.1% | Added |
| Central Trust Co | 904 | $49.3K | 0.00% | −60−6.2% | Reduced |
| Greatmark Investment Partners, Inc. | 900 | $49.1K | 0.01% | −29,950−97.1% | Reduced |
| Chesapeake Asset Management LLC | 900 | $49.1K | 0.05% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 895 | $48.8K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 886 | $48.3K | 0.02% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 864 | $47.1K | 0.00% | +864 | New |
| JFS Wealth Advisors, LLC | 862 | $47.0K | 0.00% | −16−1.8% | Reduced |
| Caldwell Trust Co | 855 | $46.7K | 0.01% | −329−27.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 850 | $46.4K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 850 | $46.4K | 0.04% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 850 | $46.4K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 778 | $42.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 751 | $41.0K | 0.01% | +149+24.8% | Added |
| Bourgeon Capital Management LLC | 750 | $40.9K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 750 | $40.9K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 736 | $40.2K | 0.00% | 00.0% | Unchanged |
| RVW Wealth, LLC | 700 | $38.2K | 0.00% | +700 | New |
| JCIC Asset Management Inc. | 680 | $37.1K | 0.02% | +680 | New |
| Steward Financial Group LLC | 688 | $37.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 658 | $35.9K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 650 | $35.5K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 640 | $34.9K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 634 | $34.6K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 629 | $34.3K | 0.01% | +29+4.8% | Added |
| Activest Wealth Management | 608 | $33.2K | 0.02% | +608 | New |
| Benjamin Edwards Inc | 612 | $33.0K | 0.01% | −138−18.4% | Reduced |
| Coston, McIsaac & Partners | 620 | $33.0K | 0.01% | +120+24.0% | Added |
| Carmel Capital Partners, LLC | 600 | $32.7K | 0.01% | −330−35.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 543 | $29.6K | 0.01% | +8+1.5% | Added |
| State of Wyoming | 540 | $29.5K | 0.01% | +210+63.6% | Added |
| Raleigh Capital Management Inc. | 520 | $28.4K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 520 | $28.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 504 | $27.5K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 500 | $27.3K | 0.02% | 00.0% | Unchanged |
| Gs Investments, Inc. | 452 | $24.7K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 445 | $24.3K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 431 | $24.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 430 | $23.5K | 0.00% | −450−51.1% | Reduced |
| New Millennium Group LLC | 430 | $23.5K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 422 | $23.0K | 0.01% | −15−3.4% | Reduced |
| RE Dickinson Investment Advisors, LLC | 419 | $23.0K | 0.02% | +4+1.0% | Added |
| Financial Management Professionals, Inc. | 421 | $23.0K | 0.00% | +45+12.0% | Added |
| Pinnacle Bancorp, Inc. | 417 | $22.8K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 400 | $22.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 399 | $21.8K | 0.01% | +77+23.9% | Added |
| SOA Wealth Advisors, LLC. | 391 | $21.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 386 | $21.1K | 0.00% | −10−2.5% | Reduced |
| NewSquare Capital LLC | 370 | $20.2K | 0.00% | −370−50.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 367 | $20.0K | 0.01% | +217+144.7% | Added |
| WR Wealth Planners, LLC | 367 | $20.0K | 0.01% | +212+136.8% | Added |
| Cambridge Trust Co | 365 | $19.9K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 360 | $19.6K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 354 | $19.3K | 0.00% | −4,252−92.3% | Reduced |
| Brown Shipley& Co Ltd | 350 | $19.1K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 348 | $19.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 347 | $18.9K | 0.01% | −300−46.4% | Reduced |
| HighMark Wealth Management LLC | 341 | $18.6K | 0.02% | −50−12.8% | Reduced |
| Baystate Wealth Management LLC | 340 | $18.6K | 0.00% | −4−1.2% | Reduced |
| Key Financial Inc | 320 | $17.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 320 | $17.5K | 0.00% | +50+18.5% | Added |
| Barrett & Company, Inc. | 300 | $16.4K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $16.4K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $16.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 295 | $16.1K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 261 | $16.0K | 0.01% | +161+161.0% | Added |
| GHP Investment Advisors, Inc. | 302 | $15.6K | 0.00% | +40+15.3% | Added |
| TD Private Client Wealth LLC | 260 | $14.2K | 0.00% | −123−32.1% | Reduced |
| Cape Investment Advisory, Inc. | 260 | $14.2K | 0.01% | −80−23.5% | Reduced |
| Horrell Capital Management, Inc. | 255 | $14.0K | 0.00% | +3+1.2% | Added |
| Ronald Blue Trust, Inc. | 210 | $14.0K | 0.00% | −140−40.0% | Reduced |
| Global Wealth Strategies & Associates | 250 | $13.6K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 240 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 221 | $12.1K | 0.00% | +21+10.5% | Added |
| SJS Investment Consulting Inc. | 220 | $12.0K | 0.00% | −538−71.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 220 | $12.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 210 | $11.5K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 150 | $11.1K | 0.00% | 00.0% | Unchanged |