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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,912
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Added 27.05%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
2,911
shares
|
$1.08 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
2,909
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 42.88%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
2,865
shares
|
$1.06 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
|
$1.04 Million
0.62% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
2,790
shares
|
$1.03 Million
0.13% of portfolio
|
Q1 2025
Reduced 32.43%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
2,740
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Added 31.54%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
2,731
shares
|
$1.01 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
2,729
shares
|
$1.01 Million
0.22% of portfolio
|
Q4 2024
Added 30.7%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
2,684
shares
|
$991,764
0.05% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
2,664
shares
|
$984,374
0.25% of portfolio
|
Q1 2025
Added 79.88%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
2,662
shares
|
$983,635
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
2,641
shares
|
$975,875
0.16% of portfolio
|
Q4 2024
Reduced 71.2%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
2,624
shares
|
$969,594
0.23% of portfolio
|
Q1 2025
Added 21.14%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
May 14, 2025 Q1 2025 |
2,610
shares
|
$964,421
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
2,603
shares
|
$961,834
0.71% of portfolio
|
Q1 2025
Added 108.24%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,582
shares
|
$954,074
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
2,565
shares
|
$947,793
0.21% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,510
shares
|
$927,470
0.02% of portfolio
|
Q3 2020
Reduced 95.22%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
2,510
shares
|
$927,470
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
2,507
shares
|
$926,361
0.09% of portfolio
|
Q1 2025
Added 42.77%
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
2,506
shares
|
$925,992
0.21% of portfolio
|
Q1 2025
Added 57.91%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
2,505
shares
|
$925,622
0.01% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
2,480
shares
|
$916,384
0.0% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
2,472
shares
|
$913,428
0.08% of portfolio
|
Q1 2025
Added 7.62%
|