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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
3,975
shares
|
$1.47 Million
0.17% of portfolio
|
Q1 2025
Reduced 20.94%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
3,950
shares
|
$1.46 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
3,932
shares
|
$1.45 Million
0.12% of portfolio
|
Q1 2025
Added 84.86%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
3,879
shares
|
$1.43 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,846
shares
|
$1.42 Million
0.04% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
3,796
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,762
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2025
Added 90.29%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
3,718
shares
|
$1.37 Million
0.41% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
3,704
shares
|
$1.37 Million
0.22% of portfolio
|
Q1 2025
Reduced 28.8%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
3,701
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2025
Added 168.97%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,677
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
Added 49.59%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
3,638
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
3,628
shares
|
$1.34 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
3,628
shares
|
$1.34 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
3,610
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,586
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
3,585
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2025
Added 29.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,579
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 84.86%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
3,549
shares
|
$1.31 Million
0.4% of portfolio
|
Q1 2025
Added 14.12%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
3,527
shares
|
$1.3 Million
0.05% of portfolio
|
Q1 2025
Added 64.89%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,470
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Added 38.52%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
3,418
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.99%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,396
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
3,387
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
3,377
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2024
Added 3.91%
|