Shopify (SHOP) Institutional Ownership

$71.33
+0.78 (+1.11%)
(As of 04/26/2024 ET)

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

Current
Institutional Ownership
Percentage
69.27%
Number of
Institutional Buyers
(last 12 months)
728
Total
Institutional Inflows
(last 12 months)
$5.45B
Number of
Institutional Sellers
(last 12 months)
498
Total
Institutional Outflows
(last 12 months)
$6.50B
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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
4/26/2024Pinnacle Associates Ltd.5,023$388K0.0%+42.9%0.000%
4/26/2024Trueblood Wealth Management LLC3,633$280K0.2%+11.2%0.000%
4/26/2024Aspen Investment Management Inc8,155$629K0.3%+82.6%0.001%
4/26/2024Triasima Portfolio Management inc.798,190$61.58M5.2%-11.5%0.062%
4/26/2024BLB&B Advisors LLC12,825$990K0.1%+107.5%0.001%
4/26/2024UMB Bank n.a.12,873$993K0.0%+15.0%0.001%
4/26/2024LifeSteps Financial Inc.1,080$83K0.1%N/A0.000%
4/26/2024Barton Investment Management2,041,944$157.58M19.1%-2.3%0.159%
4/26/2024Clear Creek Financial Management LLC6,501$502K0.1%+54.1%0.001%
4/26/2024SYSTM Wealth Solutions LLC11,686$902K0.1%+284.8%0.001%
4/26/2024Davies Financial Advisors Inc.2,653$205K0.2%N/A0.000%
4/26/2024Checchi Capital Advisers LLC4,178$322K0.0%+4.0%0.000%
4/26/2024Latitude Advisors LLC5,648$436K0.3%+5.6%0.000%
4/26/2024Bogart Wealth LLC68,816$5.31M0.3%+3.8%0.005%
4/25/2024Lindbrook Capital LLC7,535$581K0.1%+15.0%0.001%
4/25/2024Bank of New York Mellon Corp5,144,520$397.00M0.1%-2.4%0.400%
4/25/2024Equitable Trust Co.240,925$18.59M1.3%-1.0%0.019%
4/25/2024Capital Investment Advisory Services LLC4,498$347K0.0%-6.7%0.000%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 412,446$31.83M0.1%-0.1%0.032%
4/25/2024Aubrey Capital Management Ltd58,300$4.50M1.6%+9.0%0.005%
4/25/2024Benedict 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%
4/25/2024Kercheville 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%
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%
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4/23/2024 Cherry Creek Investment Advisors Inc.12,718$981K0.5%+1.3%0.001%
4/23/2024 Nations Financial Group Inc. IA ADV4,549$351K0.0%-6.0%0.000%
4/23/2024 Fifth Third Bancorp8,546$659K0.0%+4.0%0.001%
4/23/2024 Tyche Wealth Partners LLC3,420$264K0.1%-9.0%0.000%
4/23/2024 Wesbanco Bank Inc.79,558$6.14M0.2%N/A0.006%
4/23/2024 Summit Trail Advisors LLC3,350$259K0.0%+10.0%0.000%
4/23/2024 Regatta Capital Group LLC6,668$515K0.1%-6.6%0.001%
4/23/2024 Strategic Blueprint LLC6,350$490K0.0%+5.9%0.000%
4/23/2024 Wealth Effects LLC7,145$551K0.2%-20.4%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.391,316$30.20M0.0%-2.5%0.030%
4/23/2024 StoneCrest Wealth Management Inc.15,335$1.18M1.0%+2.7%0.001%
4/23/2024 Sapient Capital LLC3,656$282K0.0%-40.3%0.000%
4/22/2024 Strategic Financial Concepts LLC4,877$376K0.1%N/A0.000%
4/22/2024 Intrinsic Value Partners LLC13,911$1.07M1.1%-19.0%0.001%
4/22/2024 Nilsine Partners LLC12,336$952K0.1%+18.1%0.001%
4/22/2024 Raymond James & Associates1,035,152$79.88M0.1%+2.6%0.080%
4/22/2024 Arthur M. Cohen & Associates LLC40,662$3.14M0.7%+8.5%0.003%
4/22/2024 Strategic Advisors LLC7,188$555K0.1%-72.7%0.001%
4/20/2024 Maryland State Retirement & Pension System60,866$4.70M0.1%+53.0%0.005%
4/19/2024 Teamwork Financial Advisors LLC4,906$379K0.1%-2.9%0.000%
4/19/2024 Willis Johnson & Associates Inc.2,728$211K0.0%+5.8%0.000%
4/19/2024 First Trust Direct Indexing L.P.15,086$1.16M0.1%+8.2%0.001%
4/19/2024 Cornerstone Wealth Management LLC13,524$1.04M0.1%+20.1%0.001%
4/19/2024 Advisor Resource Council5,510$429K0.2%-71.2%0.000%
4/19/2024 Pachira Investments Inc.5,354$413K0.3%-24.4%0.000%
4/19/2024 DMC Group LLC14,659$1.13M1.0%+8.6%0.001%
4/19/2024 Norden Group LLC46,886$3.62M0.0%N/A0.004%
4/19/2024 Westside Investment Management Inc.44,040$3.41M0.8%-5.0%0.003%
4/19/2024 Lake Street Private Wealth LLC9,675$747K0.1%+21.4%0.001%
4/19/2024 Valley National Advisers Inc.1,482$114K0.0%+11.4%0.000%
4/19/2024 BluePath Capital Management LLC6,327$488K0.4%-4.5%0.000%
4/19/2024 Redmont Wealth Advisors LLC546$42K0.1%N/A0.000%
4/19/2024 Leeward Financial Partners LLC2,995$231K0.1%-31.4%0.000%
4/19/2024 Valeo Financial Advisors LLC14,635$1.13M0.0%-12.4%0.001%
4/19/2024 Sivia Capital Partners LLC6,901$533K0.4%+6.9%0.001%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.7,510,342$580.70M0.4%-10.3%0.584%
4/18/2024 SeaCrest Wealth Management LLC6,195$478K0.1%+6.6%0.000%
4/18/2024 Oxinas Partners Wealth Management LLC4,823$372K0.2%-7.2%0.000%
4/18/2024 CAP Partners LLC16,538$1.28M1.1%+4.0%0.001%
4/18/2024 Allspring Global Investments Holdings LLC187,949$14.50M0.0%-27.6%0.015%
4/18/2024 Claro Advisors LLC2,765$213K0.0%-21.3%0.000%
4/18/2024 Miracle Mile Advisors LLC3,444$266K0.0%+10.1%0.000%
4/18/2024 SteelPeak Wealth LLC53,491$4.13M0.2%+28.4%0.004%
4/17/2024 Fiduciary Alliance LLC6,557$513K0.1%+128.7%0.001%
4/17/2024 Cornerstone Wealth Group LLC3,812$294K0.0%-6.2%0.000%
4/17/2024 Winthrop Advisory Group LLC4,785$369K0.1%+5.5%0.000%
4/17/2024 First Bank & Trust4,960$383K0.1%-52.9%0.000%
4/17/2024 Griffin Asset Management Inc.11,115$858K0.1%-6.6%0.001%
4/16/2024 MCF Advisors LLC2,120$164K0.0%+15.2%0.000%
4/16/2024 KRS Capital Management LLC5,380$415K0.3%+18.8%0.000%
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4/16/2024 Harbour Capital Advisors LLC6,825$533K0.1%+24.7%0.001%
4/16/2024 AMF Tjanstepension AB683,826$52.93M0.4%-0.7%0.053%
4/16/2024 Addenda Capital Inc.857,658$66.19M3.1%+16.9%0.067%
4/16/2024 Powell Investment Advisors LLC3,635$281K0.1%-24.8%0.000%
4/16/2024 Cypress Wealth Services LLC16,030$1.24M0.3%-7.4%0.001%
4/16/2024 Procyon Advisors LLC45,366$3.50M0.3%+2.4%0.004%
4/16/2024 PFS Partners LLC1,527$118K0.1%-29.3%0.000%
4/15/2024 Wealthcare Advisory Partners LLC4,340$335K0.0%+5.3%0.000%
4/15/2024 Revolve Wealth Partners LLC18,697$1.44M0.2%N/A0.001%
4/15/2024 Brookstone Capital Management7,646$590K0.0%+3.5%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, 1,249 institutional investors and hedge funds held shares of Shopify. The most heavily invested institutionals were Baillie Gifford & Co. ($5.00B), 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 1,163 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 433,504,346 shares in the last 24 months. This purchase volume represents approximately $16.59B in transactions.

Which Shopify major shareholders have been selling company stock?

Of the 665 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 SRS Investment Management LLC ($10.47M).

How much institutional selling is happening at Shopify?

Institutional investors have sold a total of 569,285,756 shares in the last 24 months. This volume of shares sold represents approximately $27.37B in transactions.


This page (NYSE:SHOP) was last updated on 4/27/2024 by MarketBeat.com Staff

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