Shopify (SHOP) Institutional Ownership

$58.76
-0.18 (-0.31%)
(As of 05/13/2024 ET)

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

Current
Institutional Ownership
Percentage
69.27%
Number of
Institutional Buyers
(last 12 months)
672
Total
Institutional Inflows
(last 12 months)
$5.17B
Number of
Institutional Sellers
(last 12 months)
480
Total
Institutional Outflows
(last 12 months)
$6.53B
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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
5/11/2024 Hillsdale Investment Management Inc.248,528$19.18M1.5%-32.2%0.019%
5/11/2024 Edgestream Partners L.P.6,083$469K0.0%+91.4%0.000%
5/10/2024 Ontario Teachers Pension Plan Board12,403$962K0.0%-23.6%0.001%
5/10/2024 Acadian Asset Management LLC29,578$2.28M0.0%-10.6%0.002%
5/10/2024 Vanguard Group Inc.42,881,355$3.31B0.1%+1.7%3.333%
5/10/2024 Viawealth LLC7,524$581K0.4%-3.8%0.001%
5/10/2024 Intech Investment Management LLC35,046$2.71M0.0%N/A0.003%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp1,148,220$88.64M0.2%-10.9%0.089%
5/10/2024 Pinnacle Wealth Planning Services Inc.4,080$315K0.0%+26.6%0.000%
5/10/2024 Banco Santander S.A.68,593$5.29M0.1%-14.2%0.005%
5/10/2024 Bright Financial Advisors Inc.3,530$252K0.2%N/A0.000%
5/10/2024 Tocqueville Asset Management L.P.129,879$10.02M0.2%-0.6%0.010%
5/10/2024 Perkins Capital Management Inc.3,000$232K0.2%-7.7%0.000%
5/10/2024 GM Advisory Group LLC11,157$861K0.1%+50.8%0.001%
5/10/2024 Nwam LLC5,031$388K0.0%-33.3%0.000%
5/9/2024 Brighton Jones LLC34,386$2.65M0.1%-4.8%0.003%
5/9/2024 Trillium Asset Management LLC80,059$6.18M0.2%N/A0.006%
5/9/2024 Private Portfolio Partners LLC7,756$599K0.1%-13.1%0.001%
5/9/2024 Orion Portfolio Solutions LLC38,473$2.97M0.0%+3.2%0.003%
5/9/2024 Blair William & Co. IL371,735$28.69M0.1%+0.4%0.029%
5/9/2024 HBK Sorce Advisory LLC6,511$502K0.0%+4.3%0.001%
5/9/2024 Midwest Professional Planners LTD.4,842$374K0.1%+31.7%0.000%
5/9/2024 Kingsview Wealth Management LLC26,369$2.04M0.1%+1.4%0.002%
5/9/2024 TBH Global Asset Management LLC5,649$436K0.1%+43.0%0.000%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.2,400$185K0.0%-8.2%0.000%
5/9/2024 Souders Financial Advisors11,152$861K0.1%-5.2%0.001%
5/9/2024 Interchange Capital Partners LLC5,611$433K0.3%-12.3%0.000%
5/9/2024 TD Asset Management Inc8,101,545$625.57M0.6%+4.5%0.630%
5/8/2024 Baltimore Washington Financial Advisors Inc.79,306$6.12M0.4%+2.6%0.006%
5/8/2024 William Blair Investment Management LLC1,930,003$148.94M0.4%+5,918.3%0.150%
5/8/2024 Bleakley Financial Group LLC16,315$1.26M0.0%+51.4%0.001%
5/8/2024 Great Diamond Partners LLC8,509$657K0.2%+24.8%0.001%
5/8/2024 Heritage Wealth Advisors3,449$266K0.0%+3,957.6%0.000%
5/8/2024 Henry James International Management Inc.156,993$12M3.7%+11.7%0.012%
5/8/2024 Avantax Advisory Services Inc.35,056$2.71M0.0%-3.9%0.003%
5/8/2024 US Bancorp DE64,137$4.95M0.0%-6.0%0.005%
5/8/2024 SP Asset Management LLC3,000$232K0.0%N/A0.000%
5/8/2024 Russell Investments Group Ltd.1,682,432$130.06M0.2%-3.6%0.131%
5/8/2024 Legacy Capital Group California Inc.22,186$1.71M0.6%-2.5%0.002%
5/8/2024 Thoroughbred Financial Services LLC97,561$7.53M0.7%-13.9%0.008%
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5/7/2024 Sei Investments Co.1,096,690$84.63M0.1%+8.4%0.085%
5/7/2024 Atomi Financial Group Inc.11,326$874K0.1%+15.4%0.001%
5/7/2024Susquehanna Portfolio Strategies LLC193,200$14.91M0.3%-16.4%0.015%
5/7/2024 Swiss National Bank3,641,600$280.85M0.2%-6.9%0.283%
5/7/2024 Forsta AP Fonden351,700$27.16M0.2%+53.9%0.027%
5/7/2024 Zevenbergen Capital Investments LLC2,547,071$196.56M4.2%-2.2%0.198%
5/7/2024 Allen Investment Management LLC235,430$18.17M0.2%+26.7%0.018%
5/7/2024 Oppenheimer Asset Management Inc.17,973$1.39M0.0%-4.4%0.001%
5/7/2024 PFG Advisors4,529$350K0.0%-5.2%0.000%
5/7/2024 Oppenheimer & Co. Inc.21,556$1.66M0.0%-2.0%0.002%
5/7/2024 Guardian Asset Advisors LLC5,304$409K0.3%+7.5%0.000%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,695$903K0.0%+38.4%0.001%
5/7/2024 Hilltop National Bank2,105$162K0.1%N/A0.000%
5/7/2024 Wealthspire Advisors LLC3,421$264K0.0%-3.9%0.000%
5/7/2024 SG Americas Securities LLC89,705$6.92M0.0%-30.0%0.007%
5/7/2024 Empowered Funds LLC12,708$981K0.0%+15.4%0.001%
5/7/2024 AIA Group Ltd102,541$7.91M0.3%-15.9%0.008%
5/6/2024 Quantbot Technologies LP35,524$2.74M0.2%N/A0.003%
5/6/2024 Envestnet Portfolio Solutions Inc.26,259$2.03M0.0%+1.6%0.002%
5/6/2024 Advisory Services Network LLC69,664$5.38M0.1%-0.2%0.005%
5/4/2024 Essex LLC4,947$382K0.1%N/A0.000%
5/4/2024 Csenge Advisory Group3,561$275K0.0%-25.1%0.000%
5/3/2024 Signaturefd LLC49,581$3.83M0.1%+1.5%0.004%
5/3/2024 FDx Advisors Inc.5,556$429K0.1%-67.2%0.000%
5/3/2024 Avidian Wealth Solutions LLC3,535$273K0.0%-20.7%0.000%
5/3/2024 TFB Advisors LLC3,642$256K0.1%+25.6%0.000%
5/3/2024 Mediolanum International Funds Ltd13,910$1.07M0.0%N/A0.001%
5/3/2024 Larson Financial Group LLC3,221$249K0.0%+428.0%0.000%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,052$390K0.0%N/A0.000%
5/3/2024 Wellington Shields Capital Management LLC16,300$1.26M0.2%-17.7%0.001%
5/3/2024 Wellington Shields & Co. LLC22,693$1.75M0.6%-13.4%0.002%
5/3/2024 AA Financial Advisors LLC6,146$474K0.2%N/A0.000%
5/3/2024 RiverPark Advisors LLC34,895$2.69M2.2%-8.4%0.003%
5/3/2024 Central Pacific Bank Trust Division13,341$1.04M0.1%N/A0.001%
5/3/2024 Nikko Asset Management Americas Inc.4,625,035$356.91M3.5%-15.7%0.359%
5/3/2024 Whittier Trust Co.4,356$336K0.0%+16.0%0.000%
5/2/2024 Mutual Advisors LLC25,108$1.94M0.1%-16.8%0.002%
5/2/2024 Financial Counselors Inc.62,670$4.84M0.1%-0.4%0.005%
5/2/2024 Daiwa Securities Group Inc.31,560$2.44M0.0%-10.8%0.002%
5/2/2024 Gilbert & Cook Inc.3,649$282K0.0%N/A0.000%
5/2/2024 BNP Paribas2,284$177K0.0%N/A0.000%
5/2/2024 Choreo LLC11,522$889K0.0%+14.1%0.001%
5/2/2024 Tobam1,275$98K0.0%-32.2%0.000%
5/2/2024 CNB 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%
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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%
(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, 1,212 institutional investors and hedge funds held shares of Shopify. The most heavily invested institutionals were Baillie Gifford & Co. ($4.74B), Vanguard Group Inc. ($3.31B), 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 1,130 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 435,075,140 shares in the last 24 months. This purchase volume represents approximately $16.74B in transactions.

Which Shopify major shareholders have been selling company stock?

Of the 633 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 ($14.63M), Baillie Gifford & Co. ($12.48M), and SRS Investment Management LLC ($10.47M).

How much institutional selling is happening at Shopify?

Institutional investors have sold a total of 547,943,364 shares in the last 24 months. This volume of shares sold represents approximately $25.98B in transactions.


This page (NYSE:SHOP) was last updated on 5/13/2024 by MarketBeat.com Staff

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