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 |
|---|---|---|---|---|---|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
3,244
shares
|
$1.2 Million
0.84% of portfolio
|
Q1 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,241
shares
|
$1.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,230
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
3,178
shares
|
$1.17 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
|
$1.17 Million
0.38% of portfolio
|
Q3 2024
Added 1032.14%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
3,159
shares
|
$1.17 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
|
$1.17 Million
0.1% of portfolio
|
Q4 2024
Added 54.75%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Apr 22, 2025 Q1 2025 |
3,140
shares
|
$1.16 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
3,129
shares
|
$1.16 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
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Added 23.78%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
3,096
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2025
Added 24.14%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
3,063
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
3,055
shares
|
$1.13 Million
0.51% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Icici Prudential Asset Management CO LTD
|
May 08, 2025 Q1 2025 |
3,048
shares
|
$1.13 Million
0.12% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
3,012
shares
|
$1.11 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Garda Capital Partners LP
Wayzata, MN |
May 14, 2025 Q1 2025 |
3,009
shares
|
$1.11 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Stf Management LP
Frisco, TX |
May 13, 2025 Q1 2025 |
3,002
shares
|
$1.11 Million
0.42% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
Jan 29, 2025 Q4 2024 |
3,000
shares
|
$1.11 Million
1.24% of portfolio
|
Q4 2024
Reduced 85.51%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,989
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Apr 15, 2025 Q1 2025 |
2,985
shares
|
$1.1 Million
0.63% of portfolio
|
Q4 2024
Added 19.59%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
2,963
shares
|
$1.09 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
2,945
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Added 93.5%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
2,940
shares
|
$1.09 Million
0.4% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
2,925
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.67%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
2,917
shares
|
$1.08 Million
0.23% of portfolio
|
Q1 2025
Added 14.89%
|