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 |
|---|---|---|---|---|---|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
6,156
shares
|
$2.27 Million
0.27% of portfolio
|
Q1 2025
Added 28.3%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,060
shares
|
$2.24 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
|
$2.24 Million
0.08% of portfolio
|
Q1 2025
Added 178.88%
|
|
|
Assenagon Asset Management S.A.
|
Apr 15, 2025 Q1 2025 |
6,030
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2025
Added 20.89%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
6,025
shares
|
$2.23 Million
1.01% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
May 15, 2025 Q1 2025 |
6,023
shares
|
$2.23 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
|
$2.21 Million
1.97% of portfolio
|
Q1 2025
Added 205.32%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
5,947
shares
|
$2.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
5,871
shares
|
$2.17 Million
0.16% of portfolio
|
Q1 2025
Added 97.15%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
5,856
shares
|
$2.16 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
5,855
shares
|
$2.16 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,801
shares
|
$2.14 Million
0.05% of portfolio
|
Q1 2025
Added 14.49%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
5,768
shares
|
$2.13 Million
0.02% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
May 14, 2025 Q1 2025 |
5,761
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,750
shares
|
$2.12 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
5,716
shares
|
$2.11 Million
0.11% of portfolio
|
Q1 2025
Added 14.37%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
5,682
shares
|
$2.1 Million
0.42% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
5,671
shares
|
$2.1 Million
0.01% of portfolio
|
Q1 2025
Added 17.1%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
5,651
shares
|
$2.09 Million
0.13% of portfolio
|
Q1 2025
Added 28.99%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
5,608
shares
|
$2.07 Million
0.63% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Wallace Hart LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
5,602
shares
|
$2.07 Million
4.06% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
5,554
shares
|
$2.05 Million
0.04% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
5,500
shares
|
$2.03 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
5,443
shares
|
$2.01 Million
1.08% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,433
shares
|
$2.01 Million
0.06% of portfolio
|
Q1 2025
Added 44.73%
|