SHOP Shopify Inc.
Shopify Inc. (SHOP) Institutional Ownership
What the institutions did with SHOP last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Central Pacific Bank - Trust Division | 23.3K | 25.7% |
| DOLIVER ADVISORS, LP | 11.1K | 12.2% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 9.9K | 10.9% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 8.9K | 9.8% |
| Coastline Trust Co | 7.6K | 8.4% |
| EASTERN BANK | 7.2K | 7.9% |
| Versant Capital Management, Inc | 3.7K | 4.0% |
| ACIMA PRIVATE WEALTH, LLC | 3.3K | 3.6% |
| Ridgewood Investments LLC | 3.2K | 3.5% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2.5K | 2.8% |
| TOMPKINS FINANCIAL CORP | 2.0K | 2.2% |
| Montecito Bank & Trust | 2.0K | 2.2% |
| MassMutual Private Wealth & Trust, FSB | 1.8K | 1.9% |
| Kennon-Green & Company, LLC | 1.5K | 1.6% |
| CX Institutional | 1.1K | 1.2% |
| Rosenberg Matthew Hamilton | 614 | 0.7% |
| GoalVest Advisory LLC | 347 | 0.4% |
| Hickory Point Bank & Trust | 340 | 0.4% |
| Roxbury Financial LLC | 271 | 0.3% |
| Olistico Wealth, LLC | 120 | 0.1% |
| Noble Wealth Management PBC | 112 | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Central Pacific Bank - Trust Division | Increased | 20.8K | 23.3K | +2.5K |
| Coastline Trust Co | Reduced | 9.7K | 7.6K | -2.1K |
| Kennon-Green & Company, LLC | New | 0 | 1.5K | +1.5K |
| Versant Capital Management, Inc | Reduced | 4.0K | 3.7K | -283 |
| Ridgewood Investments LLC | Reduced | 3.4K | 3.2K | -219 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 10.1K | 9.9K | -184 |
| Roxbury Financial LLC | Increased | 100 | 271 | +171 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Increased | 8.8K | 8.9K | +90 |
| MassMutual Private Wealth & Trust, FSB | Increased | 1.7K | 1.8K | +83 |
| DOLIVER ADVISORS, LP | Reduced | 11.2K | 11.1K | -79 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 2.5K | 2.5K | +6 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.