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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
8,224
shares
|
$3.51 Million
1.95% of portfolio
|
Q1 2025
Added 10.18%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
8,205
shares
|
$3.5 Million
0.01% of portfolio
|
Q1 2025
Added 130.54%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,193
shares
|
$3.49 Million
0.08% of portfolio
|
Q1 2025
Added 59.68%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
8,145
shares
|
$3.47 Million
0.07% of portfolio
|
Q1 2025
Added 29.08%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
8,121
shares
|
$3.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.79%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
8,117
shares
|
$3.46 Million
0.07% of portfolio
|
Q1 2025
Added 50.31%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
7,994
shares
|
$3.41 Million
0.96% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
7,955
shares
|
$3.39 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,872
shares
|
$3.36 Million
0.59% of portfolio
|
Q4 2024
Added 188.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
7,846
shares
|
$3.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
7,781
shares
|
$3.32 Million
0.08% of portfolio
|
Q1 2025
Added 33.65%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
7,756
shares
|
$3.31 Million
1.12% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
7,707
shares
|
$3.29 Million
0.03% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
7,624
shares
|
$3.25 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
7,620
shares
|
$3.25 Million
0.04% of portfolio
|
Q1 2025
Added 592.1%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
7,590
shares
|
$3.24 Million
0.02% of portfolio
|
Q1 2025
Added 27.56%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
7,464
shares
|
$3.18 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
May 15, 2025 Q1 2025 |
7,441
shares
|
$3.17 Million
1.95% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
7,377
shares
|
$3.14 Million
0.25% of portfolio
|
Q1 2025
Added 268.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,341
shares
|
$3.13 Million
0.06% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
7,279
shares
|
$3.1 Million
0.06% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
7,192
shares
|
$3.07 Million
0.08% of portfolio
|
Q1 2025
Added 35.44%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
7,183
shares
|
$3.06 Million
2.35% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,162
shares
|
$3.05 Million
0.0% of portfolio
|
Q1 2025
Added 791.91%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
7,116
shares
|
$3.03 Million
1.54% of portfolio
|
Q2 2025
New holding
|