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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
6,485
shares
|
$2.76 Million
0.1% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
6,448
shares
|
$2.75 Million
0.47% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
6,400
shares
|
$2.73 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
6,281
shares
|
$2.68 Million
0.2% of portfolio
|
Q2 2025
Added 75.2%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
6,267
shares
|
$2.67 Million
0.17% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
6,256
shares
|
$2.67 Million
0.09% of portfolio
|
Q1 2025
Reduced 14.11%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
6,243
shares
|
$2.66 Million
0.13% of portfolio
|
Q1 2025
Added 119.75%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
6,214
shares
|
$2.65 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
6,178
shares
|
$2.63 Million
0.02% of portfolio
|
Q1 2025
Added 28.41%
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
6,164
shares
|
$2.63 Million
0.47% of portfolio
|
Q1 2025
Added 412.81%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
6,162
shares
|
$2.63 Million
0.05% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
6,156
shares
|
$2.62 Million
0.27% of portfolio
|
Q1 2025
Added 28.3%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,060
shares
|
$2.58 Million
0.08% of portfolio
|
Q4 2024
Added 31.51%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
6,060
shares
|
$2.58 Million
0.08% of portfolio
|
Q1 2025
Added 178.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
6,052
shares
|
$2.58 Million
0.06% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
6,025
shares
|
$2.57 Million
1.01% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
May 15, 2025 Q1 2025 |
6,023
shares
|
$2.57 Million
1.95% of portfolio
|
Q1 2025
Added 40.76%
|
|
|
Deep Currents Investment Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,972
shares
|
$2.55 Million
1.97% of portfolio
|
Q1 2025
Added 205.32%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
5,947
shares
|
$2.54 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,928
shares
|
$2.53 Million
0.76% of portfolio
|
Q2 2025
Added 44.69%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
5,871
shares
|
$2.5 Million
0.16% of portfolio
|
Q1 2025
Added 97.15%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
5,856
shares
|
$2.5 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
5,855
shares
|
$2.5 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
5,817
shares
|
$2.48 Million
1.46% of portfolio
|
Q2 2025
Reduced 29.66%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
5,768
shares
|
$2.46 Million
0.02% of portfolio
|
Q1 2025
Added 0.09%
|