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 |
|---|---|---|---|---|---|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,383
shares
|
$1.99 Million
0.24% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
5,322
shares
|
$1.97 Million
0.04% of portfolio
|
Q1 2025
Added 48.95%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
5,300
shares
|
$1.96 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,292
shares
|
$1.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
5,276
shares
|
$1.95 Million
0.02% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
5,137
shares
|
$1.9 Million
0.24% of portfolio
|
Q1 2025
Added 45.94%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
5,072
shares
|
$1.87 Million
0.28% of portfolio
|
Q1 2025
Added 571.79%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
5,011
shares
|
$1.85 Million
0.89% of portfolio
|
Q1 2025
Reduced 25.88%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,995
shares
|
$1.85 Million
0.01% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,978
shares
|
$1.84 Million
0.01% of portfolio
|
Q1 2025
Added 25.77%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
4,967
shares
|
$1.84 Million
0.72% of portfolio
|
Q1 2025
Added 54.35%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
4,881
shares
|
$1.8 Million
0.32% of portfolio
|
Q1 2025
Added 919.0%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
4,870
shares
|
$1.8 Million
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,839
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.1%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
4,811
shares
|
$1.78 Million
0.8% of portfolio
|
Q1 2025
Reduced 98.86%
|
|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
4,805
shares
|
$1.78 Million
0.25% of portfolio
|
Q1 2025
Added 60.01%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
4,790
shares
|
$1.77 Million
0.01% of portfolio
|
Q1 2025
Added 42.99%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
4,788
shares
|
$1.77 Million
1.23% of portfolio
|
Q1 2025
Added 226.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
4,739
shares
|
$1.75 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
4,712
shares
|
$1.74 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Lcm Capital Management Inc
|
May 09, 2025 Q1 2025 |
4,641
shares
|
$1.71 Million
0.77% of portfolio
|
Q4 2024
Reduced 79.49%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
4,625
shares
|
$1.71 Million
0.23% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Teilinger Capital Ltd.
Houston, TX |
May 14, 2025 Q1 2025 |
4,601
shares
|
$1.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 92.92%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,554
shares
|
$1.68 Million
0.1% of portfolio
|
Q1 2025
Reduced 24.09%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
4,530
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Added 900.0%
|