Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 754 institutions that hold shares in the stock, with a total of 81.8 Million shares, which have been reported (via 13F filing form) to have a value of $26.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
5,330
shares
|
$1.82 Million
0.24% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Nov 05, 2024 Q3 2024 |
5,322
shares
|
$1.81 Million
0.11% of portfolio
|
Q3 2024
Added 1064.55%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
5,226
shares
|
$1.78 Million
0.08% of portfolio
|
Q3 2024
Added 66.7%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
5,222
shares
|
$1.78 Million
0.05% of portfolio
|
Q3 2024
Added 921.92%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
5,222
shares
|
$1.78 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
5,200
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2024
Added 1633.33%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
5,185
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Added 932.87%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,147
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Added 564.13%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,089
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 81.23%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
5,060
shares
|
$1.72 Million
0.12% of portfolio
|
Q3 2024
Added 47.26%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,020
shares
|
$1.71 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
5,006
shares
|
$1.71 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
5,000
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,994
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Added 1521.43%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,989
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2024
Added 994.08%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
4,917
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2024
Added 971.24%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
4,892
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2024
Added 912.84%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,846
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Added 1537.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,771
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 1038.66%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
4,761
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2024
Added 1081.39%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
4,742
shares
|
$1.62 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Nov 06, 2024 Q3 2024 |
4,733
shares
|
$1.61 Million
0.76% of portfolio
|
Q3 2024
Added 1211.08%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,649
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Added 121.91%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
4,608
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
4,530
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2024
Added 900.0%
|