Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,225 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $48.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
14,734
shares
|
$6.28 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
14,653
shares
|
$6.25 Million
0.01% of portfolio
|
Q1 2025
Added 86.31%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
14,557
shares
|
$6.21 Million
0.07% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Hap Trading, LLC
New York, NY |
May 14, 2025 Q1 2025 |
14,541
shares
|
$6.2 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
14,194
shares
|
$6.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
May 13, 2025 Q1 2025 |
14,165
shares
|
$6.04 Million
0.01% of portfolio
|
Q1 2025
Added 108.16%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
14,107
shares
|
$6.01 Million
0.37% of portfolio
|
Q1 2025
Added 51.69%
|
|
|
Capital International, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
14,097
shares
|
$6.01 Million
0.05% of portfolio
|
Q1 2025
Added 489.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
13,974
shares
|
$5.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,945
shares
|
$5.94 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
13,845
shares
|
$5.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Candriam S.C.A.
|
May 14, 2025 Q1 2025 |
13,776
shares
|
$5.87 Million
0.03% of portfolio
|
Q1 2025
Added 14.18%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
13,655
shares
|
$5.82 Million
0.62% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
May 15, 2025 Q1 2025 |
13,560
shares
|
$5.78 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
13,544
shares
|
$5.77 Million
1.67% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
13,290
shares
|
$5.67 Million
0.01% of portfolio
|
Q1 2025
Added 13.17%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
13,140
shares
|
$5.6 Million
0.28% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
13,074
shares
|
$5.57 Million
0.01% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
12,913
shares
|
$5.5 Million
0.06% of portfolio
|
Q1 2025
Added 19.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
12,635
shares
|
$5.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 14.66%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
12,608
shares
|
$5.37 Million
0.06% of portfolio
|
Q1 2025
Added 44.31%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
12,584
shares
|
$5.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 61.53%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
12,515
shares
|
$5.33 Million
2.62% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
12,455
shares
|
$5.31 Million
0.03% of portfolio
|
Q1 2025
Added 43.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
12,408
shares
|
$5.29 Million
0.08% of portfolio
|
Q1 2025
Added 6.01%
|