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 2024
Institutional positions in Shopify Inc. as of Dec 31, 2024. 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
- 1,490
- +253 vs. Q3 2024
- Shares held
- 833.2M
- +4.28M (+0.5%) vs. Q3 2024
- Total value
- $88.7B
- +$22.2B (+33.5%) vs. Q3 2024
- New holders
- 321
- 429 more added
- Sold out
- 68
- 529 more reduced
25 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 8,703 | $925.4K | 0.08% | +568+7.0% | Added |
| Private Trust Co NA | 8,671 | $922.0K | 0.09% | −183−2.1% | Reduced |
| Jacksonville Wealth Management, LLC | 8,600 | $914.4K | 0.85% | +8,600 | New |
| Lake Street Advisors Group, LLC | 8,560 | $910.2K | 0.04% | +6,058+242.1% | Added |
| Impact Asset Management GmbH | 8,548 | $908.9K | 0.36% | −1,319−13.4% | Reduced |
| Strive Asset Management, LLC | 8,542 | $908.3K | 0.68% | +8,542 | New |
| Roberts Capital Advisors, LLC | 8,423 | $895.6K | 0.75% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 8,351 | $888.0K | 0.13% | −371−4.3% | Reduced |
| Benedict Financial Advisors Inc | 8,282 | $880.6K | 0.21% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 8,241 | $876.3K | 0.18% | +582+7.6% | Added |
| River Street Advisors LLC | 8,227 | $874.8K | 0.45% | −5−0.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 8,220 | $874.0K | 0.26% | +950+13.1% | Added |
| Revolve Wealth Partners, LLC | 8,209 | $872.9K | 0.13% | −9,138−52.7% | Reduced |
| Baldwin Investment Management, LLC | 8,208 | $872.8K | 0.11% | −1,000−10.9% | Reduced |
| TFC Financial Management | 8,181 | $869.9K | 0.14% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 8,110 | $862.3K | 0.08% | +373+4.8% | Added |
| Cravens & Co Advisors, LLC | 8,108 | $862.1K | 0.66% | −3,755−31.7% | Reduced |
| Confluence Investment Management LLC | 8,104 | $861.7K | 0.01% | −16−0.2% | Reduced |
| Viawealth, LLC | 8,099 | $861.2K | 0.52% | −750−8.5% | Reduced |
| Foundations Investment Advisors, LLC | 8,058 | $856.8K | 0.02% | +202+2.6% | Added |
| Woodard & Co Asset Management Group Inc | 8,030 | $853.8K | 0.18% | −20−0.2% | Reduced |
| Clare Market Investments LLC | 8,000 | $850.6K | 0.20% | −2,567−24.3% | Reduced |
| O'Dell Group, LLC | 7,974 | $847.9K | 0.19% | −799−9.1% | Reduced |
| Tyler-Stone Wealth Management | 7,970 | $847.5K | 0.15% | +50+0.6% | Added |
| Private Portfolio Partners LLC | 7,896 | $839.6K | 0.15% | −100−1.3% | Reduced |
| Manchester Capital Management LLC | 7,880 | $837.9K | 0.10% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,832 | $832.8K | 0.01% | +153+2.0% | Added |
| Nebula Research & Development LLC | 7,775 | $826.7K | 0.10% | +7,775 | New |
| Legacy Wealth Asset Management, LLC | 7,774 | $826.6K | 0.22% | −353−4.3% | Reduced |
| Xcel Wealth Management, LLC | 7,696 | $818.3K | 0.23% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,675 | $816.1K | 0.06% | −126−1.6% | Reduced |
| Danske Bank A/S | 7,666 | $815.1K | 0.00% | +7,666 | New |
| Grandview Asset Management LLC | 7,619 | $810.0K | 0.30% | −1,161−13.2% | Reduced |
| Perigon Wealth Management, LLC | 7,787 | $806.0K | 0.02% | +491+6.7% | Added |
| Element Pointe Advisors, LLC | 7,575 | $805.5K | 0.19% | 00.0% | Unchanged |
| Csenge Advisory Group | 7,526 | $800.3K | 0.04% | +3,377+81.4% | Added |
| PFG Investments, LLC | 7,508 | $798.3K | 0.05% | +1,033+16.0% | Added |
| Kingswood Wealth Advisors, LLC | 7,488 | $796.2K | 0.06% | +1,658+28.4% | Added |
| Lindbrook Capital, LLC | 7,460 | $793.3K | 0.07% | +146+2.0% | Added |
| Everhart Financial Group, Inc. | 7,421 | $789.1K | 0.16% | +4+0.1% | Added |
| Blue Barn Wealth, LLC | 7,406 | $787.5K | 0.42% | −401−5.1% | Reduced |
| Sivia Capital Partners, LLC | 7,403 | $787.2K | 0.39% | −443−5.6% | Reduced |
| Nadler Financial Group, Inc. | 7,262 | $772.2K | 0.08% | +239+3.4% | Added |
| Zhang Financial LLC | 7,253 | $771.2K | 0.04% | +282+4.0% | Added |
| Solidarilty Wealth, LLC | 7,212 | $766.9K | 0.20% | +7,212 | New |
| Tower Research Capital LLC (TRC) | 7,193 | $764.8K | 0.02% | −1,109−13.4% | Reduced |
| Traynor Capital Management, Inc. | 7,190 | $764.5K | 0.06% | +1,036+16.8% | Added |
| Parkworth Wealth Management, Inc. | 7,168 | $762.2K | 0.63% | +7,168 | New |
| Forum Financial Management, LP | 7,125 | $757.6K | 0.01% | +2,953+70.8% | Added |
| CNB Bank | 7,102 | $755.2K | 0.35% | −294−4.0% | Reduced |
| GFG Capital, LLC | 7,085 | $753.3K | 0.21% | −49−0.7% | Reduced |
| SlateStone Wealth, LLC | 7,080 | $753.0K | 0.07% | +555+8.5% | Added |
| Brevan Howard Capital Management LP | 7,050 | $749.6K | 0.02% | +7,050 | New |
| AQR Capital Management LLC | 7,032 | $747.7K | 0.00% | +2,796+66.0% | Added |
| Spahn Wealth & Retirement LLC | 7,013 | $745.7K | 0.49% | +7,013 | New |
| Schwartz Investment Counsel Inc | 7,000 | $744.3K | 0.03% | −1,000−12.5% | Reduced |
| First Hawaiian Bank | 6,996 | $743.9K | 0.02% | +6,996 | New |
| Lantern Wealth Advisors, LLC | 6,950 | $739.0K | 0.48% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 6,917 | $735.5K | 0.13% | +2,806+68.3% | Added |
| Correct Capital Wealth Management | 6,893 | $732.9K | 0.15% | +123+1.8% | Added |
| Fiduciary Trust Co | 6,860 | $729.5K | 0.01% | +16+0.2% | Added |
| StoneX Group Inc. | 6,852 | $728.6K | 0.04% | −1,345−16.4% | Reduced |
| Brown Brothers Harriman & Co | 6,840 | $727.3K | 0.01% | +3,422+100.1% | Added |
| Fifth Third Bancorp | 6,810 | $724.1K | 0.00% | −1,549−18.5% | Reduced |
| Harbour Capital Advisors, LLC | 6,610 | $722.1K | 0.16% | −75−1.1% | Reduced |
| Brucke Financial, Inc. | 6,151 | $718.4K | 0.62% | +6,151 | New |
| Birch Financial Group, LLC | 6,744 | $717.1K | 0.81% | +6,744 | New |
| Syon Capital LLC | 6,726 | $715.2K | 0.06% | +232+3.6% | Added |
| Eventide Asset Management, LLC | 6,712 | $713.8K | 0.01% | −7,744−53.6% | Reduced |
| MONECO Advisors, LLC | 6,685 | $710.8K | 0.07% | −263−3.8% | Reduced |
| Evoke Wealth, LLC | 6,611 | $702.9K | 0.02% | +180+2.8% | Added |
| Eqis Capital Management, Inc. | 6,606 | $702.4K | 0.06% | −5,254−44.3% | Reduced |
| Salvus Wealth Management, LLC | 6,585 | $700.2K | 0.45% | +185+2.9% | Added |
| Guggenheim Capital LLC | 6,580 | $699.7K | 0.01% | −4,295−39.5% | Reduced |
| Rialto Wealth Management, LLC | 6,568 | $698.4K | 0.23% | +6,568 | New |
| Lakeridge Wealth Management LLC | 6,559 | $697.4K | 0.36% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 6,553 | $696.8K | 0.06% | −1,960−23.0% | Reduced |
| Garrison Point Advisors, LLC | 6,545 | $695.9K | 0.33% | 00.0% | Unchanged |
| Lake Street Financial LLC | 6,510 | $692.2K | 0.11% | −1,100−14.5% | Reduced |
| Nichols & Pratt Advisers LLP | 6,500 | $691.1K | 0.05% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 6,474 | $688.4K | 0.14% | −51−0.8% | Reduced |
| Bank of Jackson Hole Trust | 6,460 | $686.9K | 0.46% | +6,460 | New |
| Fiera Capital Corp | 6,451 | $685.9K | 0.00% | −407−5.9% | Reduced |
| First Horizon Advisors, Inc. | 6,444 | $685.2K | 0.02% | −41−0.6% | Reduced |
| Accredited Investors Inc. | 6,421 | $682.7K | 0.04% | −39−0.6% | Reduced |
| ORG Wealth Partners, LLC | 6,410 | $681.6K | 0.21% | +548+9.3% | Added |
| Focused Wealth Management, Inc | 6,398 | $680.3K | 0.09% | −875−12.0% | Reduced |
| Strategic Blueprint, LLC | 6,386 | $679.0K | 0.04% | +79+1.3% | Added |
| Gilbert & Cook, Inc. | 6,349 | $675.1K | 0.10% | −180−2.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,320 | $672.0K | 0.02% | −1,029−14.0% | Reduced |
| Lazari Capital Management, Inc. | 6,315 | $671.5K | 0.27% | +85+1.4% | Added |
| Newbridge Financial Services Group, Inc. | 6,302 | $670.1K | 0.17% | +310+5.2% | Added |
| Leonteq Securities AG | 4,220 | $668.5K | 0.07% | −2,776−39.7% | Reduced |
| Clear Creek Financial Management, LLC | 6,260 | $665.6K | 0.07% | −955−13.2% | Reduced |
| Miller Financial Services LLC | 6,244 | $663.9K | 0.56% | +6,244 | New |
| Centurion Wealth Management LLC | 6,236 | $663.1K | 0.21% | −245−3.8% | Reduced |
| TBH Global Asset Management, LLC | 6,202 | $659.5K | 0.16% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 6,200 | $659.2K | 0.69% | +6,200 | New |
| Beverly Hills Private Wealth, LLC | 6,193 | $658.5K | 0.13% | −111−1.8% | Reduced |
| Sandy Spring Bank | 6,186 | $657.8K | 0.03% | 00.0% | Unchanged |