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 |
|---|---|---|---|---|---|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
2,469
shares
|
$912,320
0.03% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,453
shares
|
$906,408
0.0% of portfolio
|
Q1 2025
Added 49.94%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
2,445
shares
|
$903,451
0.13% of portfolio
|
Q1 2025
Added 77.56%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
2,418
shares
|
$893,475
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
2,404
shares
|
$888,302
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
2,393
shares
|
$884,237
0.47% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
2,369
shares
|
$875,369
0.54% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
2,360
shares
|
$872,043
0.03% of portfolio
|
Q1 2025
Reduced 80.54%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
2,349
shares
|
$867,978
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,339
shares
|
$864,283
0.04% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
2,330
shares
|
$860,958
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
2,320
shares
|
$857,263
0.43% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
May 15, 2025 Q1 2025 |
2,316
shares
|
$855,785
0.12% of portfolio
|
Q1 2025
Added 34.65%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
2,290
shares
|
$846,177
0.52% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
2,267
shares
|
$837,679
0.04% of portfolio
|
Q1 2025
Added 52.56%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
2,265
shares
|
$836,940
0.2% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
2,260
shares
|
$835,092
0.04% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
2,206
shares
|
$815,139
0.27% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
2,192
shares
|
$809,965
0.07% of portfolio
|
Q1 2025
Added 99.27%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
2,137
shares
|
$789,642
0.15% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,128
shares
|
$786,317
0.04% of portfolio
|
Q1 2025
Added 291.9%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
2,115
shares
|
$781,513
0.01% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
2,100
shares
|
$775,971
0.16% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
2,094
shares
|
$773,753
0.0% of portfolio
|
Q1 2025
Added 90.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,075
shares
|
$766,733
0.01% of portfolio
|
Q1 2025
Added 1283.33%
|