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 |
|---|---|---|---|---|---|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
10,551
shares
|
$4.5 Million
3.13% of portfolio
|
Q1 2025
Reduced 30.59%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
10,544
shares
|
$4.49 Million
0.11% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
10,508
shares
|
$4.48 Million
0.15% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
10,503
shares
|
$4.48 Million
0.11% of portfolio
|
Q1 2025
Added 21.1%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
10,398
shares
|
$4.43 Million
0.07% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
10,325
shares
|
$4.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 64.91%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
10,322
shares
|
$4.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.33%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
10,194
shares
|
$4.35 Million
0.02% of portfolio
|
Q1 2025
Added 179.9%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
10,130
shares
|
$4.32 Million
0.42% of portfolio
|
Q2 2025
Added 16.61%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
9,978
shares
|
$4.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,932
shares
|
$4.23 Million
0.12% of portfolio
|
Q1 2025
Reduced 58.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,890
shares
|
$4.22 Million
0.03% of portfolio
|
Q1 2025
Added 28.98%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
9,789
shares
|
$4.17 Million
1.16% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
9,756
shares
|
$4.16 Million
0.37% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
9,619
shares
|
$4.1 Million
0.18% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
9,335
shares
|
$3.98 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 15, 2025 Q1 2025 |
9,120
shares
|
$3.89 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
|
$3.89 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
|
$3.76 Million
0.03% of portfolio
|
Q1 2025
Added 30.71%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
8,780
shares
|
$3.74 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
8,715
shares
|
$3.72 Million
0.01% of portfolio
|
Q1 2025
Added 153.42%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
8,676
shares
|
$3.7 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
8,528
shares
|
$3.64 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
|
$3.61 Million
1.6% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,317
shares
|
$3.55 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.61%
|