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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,061
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Icici Prudential Asset Management CO LTD
|
May 08, 2025 Q1 2025 |
3,048
shares
|
$1.3 Million
0.12% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
3,048
shares
|
$1.3 Million
0.23% of portfolio
|
Q2 2025
Reduced 17.71%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
3,012
shares
|
$1.28 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Garda Capital Partners LP
Wayzata, MN |
May 14, 2025 Q1 2025 |
3,009
shares
|
$1.28 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Stf Management LP
Frisco, TX |
May 13, 2025 Q1 2025 |
3,002
shares
|
$1.28 Million
0.42% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
Jan 29, 2025 Q4 2024 |
3,000
shares
|
$1.28 Million
1.24% of portfolio
|
Q4 2024
Reduced 85.51%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
2,963
shares
|
$1.26 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
2,945
shares
|
$1.26 Million
0.03% of portfolio
|
Q4 2024
Added 93.5%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
2,925
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.67%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,912
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 27.05%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
2,911
shares
|
$1.24 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
2,909
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 42.88%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
2,867
shares
|
$1.22 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
2,865
shares
|
$1.22 Million
0.26% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
2,817
shares
|
$1.2 Million
0.62% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,798
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
2,790
shares
|
$1.19 Million
0.13% of portfolio
|
Q1 2025
Reduced 32.43%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
2,680
shares
|
$1.14 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
2,678
shares
|
$1.14 Million
0.09% of portfolio
|
Q2 2025
Added 86.1%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
2,662
shares
|
$1.14 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
2,641
shares
|
$1.13 Million
0.16% of portfolio
|
Q4 2024
Reduced 71.2%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,624
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
May 14, 2025 Q1 2025 |
2,610
shares
|
$1.11 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
2,603
shares
|
$1.11 Million
0.71% of portfolio
|
Q1 2025
Added 108.24%
|