Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,171 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 $43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
9,978
shares
|
$3.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
9,940
shares
|
$3.67 Million
2.23% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,932
shares
|
$3.67 Million
0.12% of portfolio
|
Q1 2025
Reduced 58.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,890
shares
|
$3.65 Million
0.03% of portfolio
|
Q1 2025
Added 28.98%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
9,789
shares
|
$3.62 Million
1.16% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
9,756
shares
|
$3.6 Million
0.37% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
9,619
shares
|
$3.55 Million
0.18% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
9,458
shares
|
$3.49 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
9,335
shares
|
$3.45 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 15, 2025 Q1 2025 |
9,120
shares
|
$3.37 Million
3.21% of portfolio
|
Q1 2025
Added 134.81%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
9,117
shares
|
$3.37 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
8,828
shares
|
$3.26 Million
0.03% of portfolio
|
Q1 2025
Added 30.71%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
8,780
shares
|
$3.24 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
8,779
shares
|
$3.24 Million
0.03% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
8,715
shares
|
$3.22 Million
0.01% of portfolio
|
Q1 2025
Added 153.42%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
8,687
shares
|
$3.21 Million
0.36% of portfolio
|
Q1 2025
Added 82.19%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
8,562
shares
|
$3.16 Million
0.0% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
8,528
shares
|
$3.15 Million
0.03% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
8,471
shares
|
$3.13 Million
1.6% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
8,392
shares
|
$3.1 Million
0.34% of portfolio
|
Q1 2025
Added 248.07%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,317
shares
|
$3.07 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
8,270
shares
|
$3.06 Million
1.8% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
8,224
shares
|
$3.04 Million
1.95% of portfolio
|
Q1 2025
Added 10.18%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
8,205
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2025
Added 130.54%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,193
shares
|
$3.03 Million
0.08% of portfolio
|
Q1 2025
Added 59.68%
|