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 |
|---|---|---|---|---|---|
|
Apg Asset Management Us Inc.
New York, NY |
May 14, 2025 Q1 2025 |
5,761
shares
|
$2.46 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,750
shares
|
$2.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
5,716
shares
|
$2.44 Million
0.11% of portfolio
|
Q1 2025
Added 14.37%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
5,608
shares
|
$2.39 Million
0.82% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Wallace Hart LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
5,602
shares
|
$2.39 Million
4.06% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
5,554
shares
|
$2.37 Million
0.04% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,500
shares
|
$2.34 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
5,443
shares
|
$2.32 Million
1.08% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,433
shares
|
$2.32 Million
0.06% of portfolio
|
Q1 2025
Added 44.73%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,383
shares
|
$2.29 Million
0.24% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
5,322
shares
|
$2.27 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
|
$2.26 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,292
shares
|
$2.26 Million
0.05% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
5,276
shares
|
$2.25 Million
0.02% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
5,251
shares
|
$2.24 Million
0.07% of portfolio
|
Q2 2025
Added 1219.35%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,176
shares
|
$2.21 Million
0.33% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
5,157
shares
|
$2.2 Million
0.49% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
5,072
shares
|
$2.16 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
|
$2.14 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
|
$2.13 Million
0.01% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,978
shares
|
$2.12 Million
0.01% of portfolio
|
Q1 2025
Added 25.77%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
4,967
shares
|
$2.12 Million
0.72% of portfolio
|
Q1 2025
Added 54.35%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
4,881
shares
|
$2.08 Million
0.32% of portfolio
|
Q1 2025
Added 919.0%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
4,870
shares
|
$2.08 Million
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,839
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.1%
|