SHOP · Company research
Shopify Inc. Class A subordinate voting shares (SHOP): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| CADEN CAPITAL PARTNERS, LP | 1893767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1978 | 225848 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PARK CIRCLE Co | 1546592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 650 | 74217 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Maniro Ltd | 2102426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100367 | 11459904 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANNING & NAPIER ADVISORS LLC | 62039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 10279 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6474720 | 740021686 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Maven Securities LTD | 1633046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 265500 | 30329392 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BLODGETT WEALTH ADVISORS, LLC | 1907826 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2125 | 242633 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Advisory Resource Group | 1764968 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11619 | 1326657 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Saba Capital Management, L.P. | 1510281 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63800 | 7284684 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MASECO LLP | 2074052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141 | 16106 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WRAPMANAGER INC | 1266014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3157 | 360466 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Graney & King, LLC | 2051568 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 227 | 25919 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HBW ADVISORY SERVICES LLC | 1790525 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2507 | 286249 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Americana Partners, LLC | 1797678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53622 | 6122560 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ATALANTA SOSNOFF CAPITAL, LLC | 700529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103100 | 11771958 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BIRCH FINANCIAL GROUP, LLC | 2083592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3056 | 348893 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| VANCE WEALTH, LLC | 1910854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2719 | 310432 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COUNTRY TRUST BANK | 1209324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78 | 8906 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1800 | 205524 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1366800 | 156061224 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GWN SECURITIES INC. | 1265905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3430 | 391637 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2302 | 262842 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2026926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2762 | 315365 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Generali Investments CEE, investicni spolecnost, a.s. | 2047540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19373 | 2212009 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Congress Park Capital LLC | 1730945 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8475 | 967676 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Private Advisor Group, LLC | 1567755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79519 | 9079502 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| MidFirst Bank | 2077076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 1142 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 609006 | 69539336 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 209649 | 23937688 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| 111 Capital | 2060412 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18327 | 2093660 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BALLAST ADVISORS LLC | 1803415 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2437 | 278257 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TD Waterhouse Canada Inc. | 1999606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1414866 | 172369101 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Insight Holdings Group, LLC | 1305473 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 153440 | 17519779 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Facet Wealth, Inc. | 1748271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8225 | 939131 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Texas Yale Capital Corp. | 1332342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122872 | 14029525 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32587978 | 3720895328 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 594332 | 67860828 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SQUARE PEG CAPITAL PTY LTD | 1803194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80300 | 9168654 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Prestige Wealth Management Group LLC | 1772715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 3426 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2039850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3467 | 395862 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Ballast, Inc. | 1730477 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2525 | 288305 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Arbor Wealth Management LLC\AZ | 2149091 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3472 | 396433 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55278 | 6311643 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STEINBERGANNA WEALTH MANAGEMENT | 2089528 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2557 | 291958 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| 71 West Capital Partners | 2111530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6640 | 758155 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2697 | 307943 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL GROUP, LLC | 1925420 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1756 | 200500 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| LAM GROUP, INC. | 1961944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 5709 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Stonekeep Investments, LLC | 2032486 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2527 | 289 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Argos Wealth Advisors, LLC | 1809154 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2773 | 316621 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HARRELL INVESTMENT PARTNERS, LLC | 1802882 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15121 | 1726516 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 327792 | 37427291 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Intellectus Partners, LLC | 1677253 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30407 | 3471850 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Visionary Wealth Advisors | 1802984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2590 | 295727 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BARRETT & COMPANY, INC. | 887602 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 925 | 105617 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16410473 | 1874017126 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PATRON PARTNERS, LLC | 1841768 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2811 | 320960 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Capital Markets Trading UK LLP | 1719165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 330800 | 37771 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TOWER TRUST & INVESTMENT Co | 2067591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 685 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Baltimore-Washington Financial Advisors, Inc. | 1555486 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122580 | 13996184 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BBR PARTNERS, LLC | 1352467 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7034 | 803127 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Orion Investment Co | 2033920 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50263 | 5739029 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24 | 2741 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Downshift Financial, LLC | 2118380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 309 | 35282 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Platform Technology Partners | 1830817 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3180 | 363092 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 4 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Beacon Financial Strategies CORP | 2084239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27 | 3083 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| M1 Capital Management LLC | 1976157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2100 | 239778 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Hennion & Walsh Asset Management, Inc. | 1861642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7037 | 803485 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| PACES FERRY WEALTH ADVISORS, LLC | 1819919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2441 | 278713 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| West Financial Advisors, LLC | 1843684 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 1028 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Daiichi Life Insurance Co., Ltd. | 1697728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2700 | 308286 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cornerstone Capital, Inc. | 819535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 270035 | 30832596 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Oakmont Advisory Group, LLC | 2115370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97 | 11075 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37879 | 4332175 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Acumen Wealth Advisors, LLC | 1939202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 3997 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| PensionDanmark Pensionsforsikringsaktieselskab | 1897090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 198256 | 22671707 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 737600 | 84219168 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BRIGHT FINANCIAL ADVISORS, INC. | 2022456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3956 | 451696 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Forefront Wealth Partners, LLC | 2068112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5344 | 610178 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.