Free Trial

Shopify (SHOP) Institutional Ownership

Shopify logo
$106.44 +3.09 (+2.99%)
Closing price 03:59 PM Eastern
Extended Trading
$106.58 +0.13 (+0.12%)
As of 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
69.27%
Number of
Institutional Buyers
(last 12 months)
751
Total
Institutional Inflows
(last 12 months)
$9.10B
Number of
Institutional Sellers
(last 12 months)
470
Total
Institutional Outflows
(last 12 months)
$4.64B
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
1/21/2025Embree Financial Group2,283$243K0.0%N/A0.000%
1/21/2025Jamison Private Wealth Management Inc.1,980$211K0.0%-6.2%0.000%
1/21/2025Alan B Lancz & Associates Inc.5,350$569K0.6%-15.7%0.000%
1/21/2025Jacksonville Wealth Management LLC8,600$914K0.9%N/A0.001%
1/21/2025Arkfeld Wealth Strategies L.L.C.12,056$1.23M0.6%+12.4%0.001%
1/21/2025Flagship Harbor Advisors LLC45,766$4.87M0.3%+1.2%0.004%
1/21/2025B.O.S.S. Retirement Advisors LLC11,321$1.20M0.3%N/A0.001%
1/21/2025Compass Wealth Management LLC3,000$319K0.1%-6.3%0.000%
1/21/2025AEGON ASSET MANAGEMENT UK Plc344,322$36.51M0.5%N/A0.027%
1/21/2025Lantz Financial LLC2,490$265K0.1%-6.1%0.000%
1/21/2025Geneos Wealth Management Inc.4,069$433K0.0%+8.5%0.000%
1/21/2025Fifth Third Bancorp6,810$724K0.0%-18.5%0.001%
1/21/2025DGS Capital Management LLC3,853$410K0.1%+9.0%0.000%
1/21/2025Nepsis Inc.89,444$9.51M1.4%-72.3%0.007%
1/21/2025Exchange Traded Concepts LLC30,447$3.24M0.1%-12.4%0.002%
1/21/2025Berbice Capital Management LLC5,013$533K0.4%N/A0.000%
1/21/2025RFG Advisory LLC8,706$926K0.0%+7.5%0.001%
1/21/2025McGlone Suttner Wealth Management Inc.2,270$241K0.0%N/A0.000%
1/21/2025Cornerstone Wealth Management LLC13,900$1.48M0.1%+15.5%0.001%
1/21/2025Brighton Jones LLC21,176$2.25M0.1%+2.8%0.002%
1/21/2025Conway Capital Management Inc.11,676$1.24M0.5%+8.4%0.001%
1/21/2025Montecito Bank & Trust2,000$213K0.0%N/A0.000%
1/17/2025 Veracity Capital LLC2,191$233K0.1%N/A0.000%
1/17/2025 Goldstein Advisors LLC2,072$220K0.0%N/A0.000%
1/17/2025 Baron Silver Stevens Financial Advisors LLC2,189$233K0.0%N/A0.000%
1/17/2025 Whalen Wealth Management Inc.4,339$461K0.3%N/A0.000%
1/17/2025 Beacon Investment Advisory Services Inc.2,050$218K0.0%N/A0.000%
1/17/2025 Mutual Advisors LLC23,329$2.42M0.1%-5.5%0.002%
1/17/2025 Traynor Capital Management Inc.7,190$764K0.1%+16.8%0.001%
1/17/2025 Wesbanco Bank Inc.83,305$8.86M0.3%-15.1%0.006%
1/17/2025 Janney Montgomery Scott LLC160,821$17.10M0.0%-3.6%0.012%
1/17/2025 Bartlett & CO. Wealth Management LLC2,600$276K0.0%+52.9%0.000%
1/17/2025 SG Americas Securities LLC58,100$6.18M0.0%+14.3%0.004%
1/17/2025 Westside Investment Management Inc.40,970$4.36M0.9%-3.2%0.003%
1/17/2025 Park Place Capital Corp2,008$214K0.1%N/A0.000%
1/17/2025 Magnus Financial Group LLC2,281$243K0.0%N/A0.000%
1/17/2025 Dakota Wealth Management8,731$928K0.0%-2.1%0.001%
1/17/2025 Genesis Private Wealth LLC2,180$232K0.1%N/A0.000%
1/17/2025 Sheets Smith Wealth Management4,207$447K0.1%N/A0.000%
1/17/2025 Octavia Wealth Advisors LLC5,296$563K0.1%-4.9%0.000%
Ignore every stock… (Ad)

Stocks have been on a tear in 2024… And there’s plenty of great opportunities out there. But one expert says you should forget about EVERY stock for a moment and focus on an even bigger opportunity. The current GOLD supercycle You see, stocks are a dime a dozen for the most part… And, fortunately, they go up more than they go down. But every few decades, precious metals have a systematic supercycle that tends to dwarf the potential of just about anything else. The last time things aligned like this on gold it surged 536%

We put together this handy gold guide for you (no cost) so you know what to look for
1/17/2025 Atomi Financial Group Inc.21,211$2.26M0.1%+36.4%0.002%
1/17/2025 Alpha Cubed Investments LLC9,562$1.02M0.0%+10.8%0.001%
1/17/2025 Segment Wealth Management LLC2,230$237K0.0%N/A0.000%
1/17/2025 Perpetual Ltd178,537$18.98M0.2%-7.7%0.014%
1/16/2025 First United Bank & Trust4,590$488K0.2%+2.2%0.000%
1/16/2025 Legal Advantage Investments Inc.24,210$2.57M1.4%-1.2%0.002%
1/16/2025 Solidarity Wealth LLC7,212$767K0.2%N/A0.001%
1/16/2025 Crossmark Global Holdings Inc.41,319$4.39M0.1%-1.9%0.003%
1/16/2025 Davies Financial Advisors Inc.2,343$249K0.2%-7.9%0.000%
1/16/2025 Ballentine Partners LLC4,388$467K0.0%-15.3%0.000%
1/16/2025 Pure Financial Advisors LLC2,436$259K0.0%N/A0.000%
1/16/2025 Addenda Capital Inc.869,869$92.49M4.2%-3.7%0.067%
1/16/2025 Koshinski Asset Management Inc.1,991$212K0.0%N/A0.000%
1/16/2025 Harbor Investment Advisory LLC4,386$466K0.0%+5.7%0.000%
1/16/2025 Gemmer Asset Management LLC2,340$249K0.0%N/A0.000%
1/16/2025 Zhang Financial LLC7,253$771K0.0%+4.0%0.001%
1/16/2025 MassMutual Private Wealth & Trust FSB2,418$257K0.0%+21.9%0.000%
1/16/2025 UMB Bank n.a.5,266$560K0.0%-4.8%0.000%
1/16/2025 M.E. Allison & CO. Inc.4,000$425K0.5%N/A0.000%
1/16/2025 Diversify Advisory Services LLC13,220$1.37M0.1%-5.3%0.001%
1/16/2025 Diversify Wealth Management LLC64,952$6.74M0.5%+2.4%0.005%
1/16/2025 LVW Advisors LLC2,749$292K0.0%-12.6%0.000%
1/16/2025 Annex Advisory Services LLC2,650$282K0.0%N/A0.000%
1/16/2025 Grove Bank & Trust31,522$3.35M0.5%+3.6%0.002%
1/16/2025 Clarius Group LLC4,540$483K0.0%-7.9%0.000%
1/15/2025 Whitaker Myers Wealth Managers LTD.4,313$459K0.1%N/A0.000%
1/15/2025 Portside Wealth Group LLC76,532$8.14M1.4%-1.0%0.006%
1/15/2025 Smith Salley Wealth Management1,974$210K0.0%N/A0.000%
1/15/2025 Ameritas Advisory Services LLC5,712$607K0.0%-40.6%0.000%
1/15/2025 HB Wealth Management LLC11,827$1.26M0.0%+27.7%0.001%
1/15/2025 Trust Co. of Vermont1,114$118K0.0%+9.9%0.000%
1/15/2025 Stonekeep Investments LLC2,168$230K0.2%N/A0.000%
1/15/2025 Howard Financial Services LTD.1,969$209K0.0%N/A0.000%
1/15/2025 Arkadios Wealth Advisors13,026$1.39M0.1%-3.4%0.001%
1/15/2025 Lake Street Private Wealth LLC6,510$692K0.1%-14.5%0.001%
1/15/2025 B & T Capital Management DBA Alpha Capital Management31,186$3.32M0.6%-18.4%0.002%
1/15/2025 Arthur M. Cohen & Associates LLC45,074$4.79M0.9%+1.2%0.003%
1/15/2025 Sax Wealth Advisors LLC4,076$433K0.0%+49.4%0.000%
1/15/2025 Somerset Trust Co2,878$306K0.1%N/A0.000%
1/15/2025 Merit Financial Group LLC18,761$2.00M0.0%+76.5%0.001%
1/15/2025 CNB Bank7,102$755K0.4%-4.0%0.001%
1/15/2025 Avanza Fonder AB24,907$2.65M0.1%N/A0.002%
1/15/2025 Procyon Advisors LLC75,619$8.04M0.5%+10.8%0.006%
1/15/2025 Everpar Advisors LLC3,600$383K0.2%+27.6%0.000%
1/15/2025 Yarger Wealth Strategies LLC2,942$313K0.2%N/A0.000%
1/15/2025 Truefg LLC2,210$235K0.1%-12.0%0.000%
1/15/2025 StoneCrest Wealth Management Inc.10,825$1.15M0.8%+7.7%0.001%
1/15/2025 Empirical Asset Management LLC5,170$550K0.0%+33.4%0.000%
1/15/2025 Salvus Wealth Management LLC6,585$700K0.4%+2.9%0.001%
1/15/2025 Bouvel Investment Partners LLC17,552$1.87M0.7%+1.0%0.001%
Buy this coin BEFORE Inauguration Day … (Ad)

Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $125,000 by the end of his first month in office.

1/15/2025 Cypress Wealth Services LLC16,515$1.76M0.4%+3.5%0.001%
1/15/2025 Congress Park Capital LLC5,875$625K0.2%-6.7%0.000%
1/15/2025 Ritholtz Wealth Management29,906$3.18M0.1%+10.9%0.002%
1/15/2025 Carnegie Investment Counsel105,746$11.24M0.3%+0.4%0.008%
1/15/2025 Legacy Wealth Asset Management LLC7,774$827K0.2%-4.3%0.001%
1/15/2025 Tallon Kerry Patrick2,140$230K0.2%N/A0.000%
1/15/2025 Gateway Investment Advisers LLC49,414$5.25M0.1%-1.7%0.004%
1/15/2025 Dixon Mitchell Investment Counsel Inc.203,279$21.62M1.0%+0.4%0.016%
1/14/2025 RMR Wealth Builders10,846$1.15M0.1%+2.9%0.001%
1/14/2025 ERn Financial LLC3,280$349K0.1%N/A0.000%
(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, 1,255 institutional investors and hedge funds held shares of Shopify. The most heavily invested institutionals were Baillie Gifford & Co. ($5.08B), Capital World Investors ($3.84B), FMR LLC ($3.39B), Vanguard Group Inc. ($3.31B), Price T Rowe Associates Inc. MD ($2.64B), Capital Research Global Investors ($2.61B), and GQG Partners LLC ($1.61B).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 1,086 institutional investors that purchased Shopify stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital World Investors ($19.13M), Baillie Gifford & Co. ($17.49M), GQG Partners LLC ($13.89M), Norges Bank ($13.47M), Price T Rowe Associates Inc. MD ($10.18M), Marshall Wace LLP ($8.39M), and FMR LLC ($5.87M).

How much institutional buying is happening at Shopify?

Institutional investors have bought a total of 190,466,371 shares in the last 24 months. This purchase volume represents approximately $12.47B in transactions.

Which Shopify major shareholders have been selling company stock?

Of the 698 institutional investors that sold Shopify stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Research Global Investors ($23.10M), Baillie Gifford & Co. ($18.63M), Price T Rowe Associates Inc. MD ($11.24M), SRS Investment Management LLC ($10.47M), ARK Investment Management LLC ($9.52M), Sumitomo Mitsui Trust Holdings Inc. ($8.10M), and JARISLOWSKY FRASER Ltd ($5.79M).

How much institutional selling is happening at Shopify?

Institutional investors have sold a total of 180,687,681 shares in the last 24 months. This volume of shares sold represents approximately $10.78B in transactions.



This page (NYSE:SHOP) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners