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 |
|---|---|---|---|---|---|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
3,606
shares
|
$1.54 Million
0.63% of portfolio
|
Q2 2025
Reduced 50.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,586
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,579
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 84.86%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
3,536
shares
|
$1.51 Million
0.06% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
3,529
shares
|
$1.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
3,500
shares
|
$1.49 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,470
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Added 38.52%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
3,439
shares
|
$1.47 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
3,418
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.99%
|
|
|
Polianta LTD
|
Jul 10, 2025 Q2 2025 |
3,400
shares
|
$1.45 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,396
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
3,377
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
3,310
shares
|
$1.41 Million
0.67% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
3,244
shares
|
$1.38 Million
0.84% of portfolio
|
Q1 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,241
shares
|
$1.38 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,230
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
3,178
shares
|
$1.36 Million
0.1% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
3,170
shares
|
$1.35 Million
0.38% of portfolio
|
Q3 2024
Added 1032.14%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
3,159
shares
|
$1.35 Million
0.18% of portfolio
|
Q1 2025
Added 318.41%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
3,157
shares
|
$1.35 Million
0.1% of portfolio
|
Q4 2024
Added 54.75%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
3,140
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 54.23%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
3,129
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
3,107
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2025
Added 23.78%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
3,100
shares
|
$1.32 Million
0.84% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
3,063
shares
|
$1.31 Million
0.02% of portfolio
|
Q1 2025
Added 13.44%
|