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 |
|---|---|---|---|---|---|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
4,500
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
4,462
shares
|
$1.65 Million
0.08% of portfolio
|
Q1 2025
Added 22.68%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
4,434
shares
|
$1.64 Million
0.02% of portfolio
|
Q1 2025
Added 33.31%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
4,428
shares
|
$1.64 Million
0.13% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,408
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
4,380
shares
|
$1.62 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
4,356
shares
|
$1.61 Million
0.47% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
4,350
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
4,330
shares
|
$1.6 Million
0.66% of portfolio
|
Q4 2024
Reduced 66.69%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
4,312
shares
|
$1.59 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
4,304
shares
|
$1.59 Million
0.12% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
4,289
shares
|
$1.58 Million
0.08% of portfolio
|
Q1 2025
Added 50.28%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
4,287
shares
|
$1.58 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
4,286
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 45.73%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
4,185
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
4,172
shares
|
$1.54 Million
0.04% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
4,138
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Added 78.98%
|
|
|
Bnc Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
4,097
shares
|
$1.51 Million
0.44% of portfolio
|
Q1 2025
Added 32.2%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
4,088
shares
|
$1.51 Million
0.1% of portfolio
|
Q1 2025
Reduced 89.44%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
4,055
shares
|
$1.5 Million
0.18% of portfolio
|
Q1 2025
Added 37.23%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
4,038
shares
|
$1.49 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
4,024
shares
|
$1.49 Million
1.07% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
4,010
shares
|
$1.48 Million
0.03% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
3,991
shares
|
$1.47 Million
0.08% of portfolio
|
Q1 2025
Added 108.63%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
May 12, 2025 Q1 2025 |
3,983
shares
|
$1.47 Million
0.25% of portfolio
|
Q1 2025
Added 285.2%
|