Shopify (SHOP) Institutional Ownership

$74.46
+2.46 (+3.42%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for Shopify (NYSE:SHOP)

Current
Institutional Ownership
Percentage
69.27%
Number of
Institutional Buyers
(last 12 months)
713
Total
Institutional Inflows
(last 12 months)
$5.43B
Number of
Institutional Sellers
(last 12 months)
494
Total
Institutional Outflows
(last 12 months)
$6.78B
Get SHOP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Shopify stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SHOP Institutional Buying and Selling by Quarter

Shopify Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024Essex LLC4,947$382K0.1%N/A0.000%
5/4/2024Csenge Advisory Group3,561$275K0.0%-25.1%0.000%
5/3/2024Signaturefd LLC49,581$3.83M0.1%+1.5%0.004%
5/3/2024FDx Advisors Inc.5,556$429K0.1%-67.2%0.000%
5/3/2024Avidian Wealth Solutions LLC3,535$273K0.0%-20.7%0.000%
5/3/2024TFB Advisors LLC3,642$256K0.1%+25.6%0.000%
5/3/2024Mediolanum International Funds Ltd13,910$1.07M0.0%N/A0.001%
5/3/2024Larson Financial Group LLC3,221$249K0.0%+428.0%0.000%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,052$390K0.0%N/A0.000%
5/3/2024Wellington Shields Capital Management LLC16,300$1.26M0.2%-17.7%0.001%
5/3/2024Wellington Shields & Co. LLC22,693$1.75M0.6%-13.4%0.002%
5/3/2024AA Financial Advisors LLC6,146$474K0.2%N/A0.000%
5/3/2024RiverPark Advisors LLC34,895$2.69M2.2%-8.4%0.003%
5/3/2024Central Pacific Bank Trust Division13,341$1.04M0.1%N/A0.001%
5/3/2024Nikko Asset Management Americas Inc.4,625,035$356.91M3.5%-15.7%0.359%
5/3/2024Whittier Trust Co.4,356$336K0.0%+16.0%0.000%
5/2/2024Mutual Advisors LLC25,108$1.94M0.1%-16.8%0.002%
5/2/2024Financial Counselors Inc.62,670$4.84M0.1%-0.4%0.005%
5/2/2024Daiwa Securities Group Inc.31,560$2.44M0.0%-10.8%0.002%
5/2/2024Gilbert & Cook Inc.3,649$282K0.0%N/A0.000%
5/2/2024BNP Paribas2,284$177K0.0%N/A0.000%
5/2/2024Choreo LLC11,522$889K0.0%+14.1%0.001%
5/2/2024Tobam1,275$98K0.0%-32.2%0.000%
5/2/2024CNB Bank7,373$569K0.3%+9.0%0.001%
5/2/2024 PDS Planning Inc8,579$662K0.1%+2.7%0.001%
5/1/2024 Paces Ferry Wealth Advisors LLC2,935$226K0.1%-8.4%0.000%
5/1/2024 Resonant Capital Advisors LLC4,063$314K0.0%N/A0.000%
5/1/2024 Capstone Investment Advisors LLC50,569$3.90M0.0%N/A0.004%
5/1/2024 Janney Montgomery Scott LLC147,808$11.41M0.0%+45.8%0.011%
5/1/2024 Alta Wealth Advisors LLC18,673$1.44M0.7%+1.0%0.001%
5/1/2024 Ascent Wealth Partners LLC3,202$247K0.0%-86.8%0.000%
5/1/2024 Mirae Asset Global Investments Co. Ltd.898,633$69.35M0.1%+19.9%0.070%
5/1/2024 Baillie Gifford & Co.61,387,343$4.74B3.7%-4.3%4.771%
5/1/2024 Sequoia Financial Advisors LLC17,536$1.35M0.0%-49.4%0.001%
5/1/2024 Diversify Advisory Services LLC6,966$545K0.0%N/A0.001%
4/30/2024 Private Advisor Group LLC27,715$2.14M0.0%-12.2%0.002%
4/30/2024 J.W. Cole Advisors Inc.8,370$651K0.0%+3.7%0.001%
4/30/2024 Hartline Investment Corp2,851$220K0.0%-48.8%0.000%
4/30/2024 Norden Group LLC2,758$213K0.0%N/A0.000%
4/30/2024 Van ECK Associates Corp52,323$4.04M0.0%-20.7%0.004%
Automatic Income (from home) (Ad)

For over 22 years, Wall Street elites have kept this little-known "income hack" from everyday investors… 6 simple clicks have set up HUGE payouts for "in-the-know" investors… Delivering them passive income 365 days a year.

Just click here now to watch my presentation for free.
4/30/2024 SWS Partners26,841$2.07M0.6%-1.3%0.002%
4/30/2024 HB Wealth Management LLC7,358$568K0.0%+33.4%0.001%
4/30/2024 Granite Bay Wealth Management LLC16,032$1.24M0.7%-98.6%0.001%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.1,406$109K0.0%-28.7%0.000%
4/30/2024 Private Wealth Management Group LLC518$40K0.0%+53.3%0.000%
4/30/2024 Arkadios Wealth Advisors6,102$471K0.0%-16.0%0.000%
4/30/2024 Naples Global Advisors LLC3,761$290K0.0%+6.3%0.000%
4/30/2024 Mayflower Financial Advisors LLC6,623$511K0.0%-2.5%0.001%
4/30/2024 Lakeridge Wealth Management LLC6,749$521K0.3%-4.3%0.001%
4/30/2024 Allspring Global Investments Holdings LLC187,949$14.50M0.0%-27.6%0.015%
4/29/2024Commonwealth Equity Services LLC383,746$29.61M0.0%+1.3%0.030%
4/29/2024 FAS Wealth Partners Inc.8,603$664K0.1%-17.7%0.001%
4/29/2024 Boyd Watterson Asset Management LLC OH28,182$2.18M0.8%+1.9%0.002%
4/29/2024 Greenleaf Trust6,156$475K0.0%N/A0.000%
4/29/2024 Principal Financial Group Inc.109,986$8.49M0.0%-16.4%0.009%
4/29/2024 Benjamin F. Edwards & Company Inc.21,562$1.66M0.0%+4.2%0.002%
4/29/2024 Mn Services Vermogensbeheer B.V.487,440$37.64M0.3%-14.3%0.038%
4/29/2024 China Universal Asset Management Co. Ltd.56,305$4.35M0.6%+26.5%0.004%
4/29/2024 Marks Group Wealth Management Inc5,890$455K0.0%+3.2%0.000%
4/26/2024 Pinnacle Associates Ltd.5,023$388K0.0%+42.9%0.000%
4/26/2024 Trueblood Wealth Management LLC3,633$280K0.2%+11.2%0.000%
4/26/2024 Aspen Investment Management Inc8,155$629K0.3%+82.6%0.001%
4/26/2024 Triasima Portfolio Management inc.798,190$61.58M5.2%-11.5%0.062%
4/26/2024 BLB&B Advisors LLC12,825$990K0.1%+107.5%0.001%
4/26/2024 UMB Bank n.a.12,873$993K0.0%+15.0%0.001%
4/26/2024 LifeSteps Financial Inc.1,080$83K0.1%N/A0.000%
4/26/2024 Barton Investment Management2,041,944$157.58M19.1%-2.3%0.159%
4/26/2024 Clear Creek Financial Management LLC6,501$502K0.1%+54.1%0.001%
4/26/2024 SYSTM Wealth Solutions LLC11,686$902K0.1%+284.8%0.001%
4/26/2024 Davies Financial Advisors Inc.2,653$205K0.2%N/A0.000%
4/26/2024 Checchi Capital Advisers LLC4,178$322K0.0%+4.0%0.000%
4/26/2024 Latitude Advisors LLC5,648$436K0.3%+5.6%0.000%
4/26/2024 Bogart Wealth LLC68,816$5.31M0.3%+3.8%0.005%
4/25/2024 Lindbrook Capital LLC7,535$581K0.1%+15.0%0.001%
4/25/2024 Bank of New York Mellon Corp5,144,520$397.00M0.1%-2.4%0.400%
4/25/2024 Equitable Trust Co.240,925$18.59M1.3%-1.0%0.019%
4/25/2024 Capital Investment Advisory Services LLC4,498$347K0.0%-6.7%0.000%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 412,446$31.83M0.1%-0.1%0.032%
4/25/2024 Aubrey Capital Management Ltd58,300$4.50M1.6%+9.0%0.005%
4/25/2024 Benedict Financial Advisors Inc.4,483$346K0.1%+20.2%0.000%
4/25/2024 Valeo Financial Advisors LLC14,601$1.06M0.0%-12.6%0.001%
4/25/2024 Kercheville Advisors LLC27,235$2.10M1.0%+27.4%0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.284,850$21.98M0.1%+12.7%0.022%
4/24/2024 Private Trust Co. NA8,816$680K0.1%-7.0%0.001%
4/24/2024 CENTRAL TRUST Co770$59K0.0%-24.7%0.000%
4/24/2024 Newbridge Financial Services Group Inc.10,000$772K0.3%-42.3%0.001%
4/24/2024 Blue Bell Private Wealth Management LLC734$57K0.0%-18.0%0.000%
4/24/2024 Zullo Investment Group Inc.9,765$754K0.4%-9.3%0.001%
4/24/2024 Simplicity Wealth LLC19,755$1.52M0.0%N/A0.002%
4/24/2024 Avitas Wealth Management LLC21,770$1.68M0.3%-1.5%0.002%
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (Ad)

The latest flare-up between Israel and Palestinian militants has sent gold prices surging. Why? Because savvy investors know the endgame of the elites at play… Geopolitical crises breed uncertainty — and gold thrives on uncertainty.

See why the elites are pouring billions into gold.
4/24/2024 Spire Wealth Management28,082$2.17M0.1%+13.4%0.002%
4/24/2024 Essex Financial Services Inc.4,057$313K0.0%-13.1%0.000%
4/24/2024 Assenagon Asset Management S.A.36,390$2.82M0.0%+0.9%0.003%
4/23/2024 Global Retirement Partners LLC9,999$772K0.0%+8.3%0.001%
4/23/2024 Twin Peaks Wealth Advisors LLC4,178$322K0.2%-10.4%0.000%
4/23/2024 Covenant Asset Management LLC105,337$8.13M1.3%-0.6%0.008%
4/23/2024 Moody Lynn & Lieberson LLC30,749$2.37M0.2%-20.9%0.002%
4/23/2024 Canvas Wealth Advisors LLC4,246$328K0.1%+12.4%0.000%
4/23/2024 Venturi Wealth Management LLC11,042$852K0.1%-1.3%0.001%
4/23/2024 Cherry Creek Investment Advisors Inc.12,718$981K0.5%+1.3%0.001%
(Data available from 1/1/2016 forward)

SHOP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHOP shares?

During the previous two years, 1,242 institutional investors and hedge funds held shares of Shopify. The most heavily invested institutionals were Baillie Gifford & Co. ($4.74B), Vanguard Group Inc. ($3.28B), Capital World Investors ($3.07B), Capital Research Global Investors ($2.98B), Price T Rowe Associates Inc. MD ($2.20B), Capital International Investors ($1.24B), and Sands Capital Management LLC ($1.15B).Learn more on SHOP's institutional investors.

What percentage of Shopify stock is owned by institutional investors?

69.27% of Shopify stock is owned by institutional investors. Learn more on SHOP's institutional investor holdings.

Which institutional investors have been buying Shopify stock?

Of the 1,156 institutional investors that purchased Shopify stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Baillie Gifford & Co. ($68.49M), Sands Capital Management LLC ($24.38M), Loomis Sayles & Co. L P ($15.73M), ARK Investment Management LLC ($14.34M), Renaissance Technologies LLC ($14.04M), Norges Bank ($13.47M), and Franklin Resources Inc. ($13.35M).

How much institutional buying is happening at Shopify?

Institutional investors have bought a total of 433,510,995 shares in the last 24 months. This purchase volume represents approximately $16.60B in transactions.

Which Shopify major shareholders have been selling company stock?

Of the 655 institutional investors that sold Shopify stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: The Manufacturers Life Insurance Company ($164.57M), Allianz Asset Management GmbH ($149.84M), Price T Rowe Associates Inc. MD ($51.51M), Capital Research Global Investors ($18.65M), WCM Investment Management LLC ($14.87M), NN Investment Partners Holdings N.V. ($13.40M), and Baillie Gifford & Co. ($12.56M).

How much institutional selling is happening at Shopify?

Institutional investors have sold a total of 574,214,509 shares in the last 24 months. This volume of shares sold represents approximately $27.75B in transactions.


This page (NYSE:SHOP) was last updated on 5/5/2024 by MarketBeat.com Staff

From Our Partners