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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,199
shares
|
$1.79 Million
0.03% of portfolio
|
Q2 2025
Added 35.63%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
4,185
shares
|
$1.78 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
4,172
shares
|
$1.78 Million
0.04% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
4,152
shares
|
$1.77 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.39%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
4,088
shares
|
$1.74 Million
0.1% of portfolio
|
Q1 2025
Reduced 89.44%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
4,055
shares
|
$1.73 Million
0.18% of portfolio
|
Q1 2025
Added 37.23%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,031
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
4,024
shares
|
$1.72 Million
1.07% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
3,991
shares
|
$1.7 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
|
$1.7 Million
0.25% of portfolio
|
Q1 2025
Added 285.2%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
3,975
shares
|
$1.69 Million
0.17% of portfolio
|
Q1 2025
Reduced 20.94%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
3,950
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
3,950
shares
|
$1.68 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
3,932
shares
|
$1.68 Million
0.12% of portfolio
|
Q1 2025
Added 84.86%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
3,921
shares
|
$1.67 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
3,879
shares
|
$1.65 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
|
$1.64 Million
0.04% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,827
shares
|
$1.63 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
3,796
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
3,718
shares
|
$1.59 Million
0.41% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,677
shares
|
$1.57 Million
0.05% of portfolio
|
Q1 2025
Added 49.59%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,660
shares
|
$1.56 Million
0.14% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
3,638
shares
|
$1.55 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
3,628
shares
|
$1.55 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
|
$1.54 Million
0.01% of portfolio
|
Q3 2024
New holding
|