Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,233 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 $45.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
4,811
shares
|
$2.05 Million
0.8% of portfolio
|
Q1 2025
Reduced 98.86%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
4,805
shares
|
$2.05 Million
0.33% of portfolio
|
Q1 2025
Added 60.01%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
4,796
shares
|
$2.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.43%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
4,790
shares
|
$2.04 Million
0.01% of portfolio
|
Q1 2025
Added 42.99%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
4,788
shares
|
$2.04 Million
1.23% of portfolio
|
Q1 2025
Added 226.38%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
4,712
shares
|
$2.01 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
4,641
shares
|
$1.98 Million
1.0% of portfolio
|
Q4 2024
Reduced 79.49%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
4,625
shares
|
$1.97 Million
0.23% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Teilinger Capital Ltd.
Houston, TX |
May 14, 2025 Q1 2025 |
4,601
shares
|
$1.96 Million
0.07% of portfolio
|
Q1 2025
Reduced 92.92%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,554
shares
|
$1.94 Million
0.1% of portfolio
|
Q1 2025
Reduced 24.09%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
4,530
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
4,462
shares
|
$1.9 Million
0.08% of portfolio
|
Q1 2025
Added 22.68%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
4,434
shares
|
$1.89 Million
0.02% of portfolio
|
Q1 2025
Added 33.31%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
4,428
shares
|
$1.89 Million
0.13% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,408
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
4,380
shares
|
$1.87 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
4,356
shares
|
$1.86 Million
0.47% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
4,350
shares
|
$1.85 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
4,330
shares
|
$1.85 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
|
$1.84 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
4,304
shares
|
$1.84 Million
0.12% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
4,300
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
4,289
shares
|
$1.83 Million
0.08% of portfolio
|
Q1 2025
Added 50.28%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
4,287
shares
|
$1.83 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
4,286
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 45.73%
|