Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 778 institutions that hold shares in the stock, with a total of 81.8 Million shares, which have been reported (via 13F filing form) to have a value of $29.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,114
shares
|
$408,838
0.02% of portfolio
|
Q3 2024
Added 912.73%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
1,110
shares
|
$407,370
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,100
shares
|
$403,700
0.03% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
1,096
shares
|
$402,232
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,085
shares
|
$398,195
0.03% of portfolio
|
Q3 2024
Added 904.63%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
1,065
shares
|
$390,855
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
1,028
shares
|
$377,276
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1,005
shares
|
$368,835
0.09% of portfolio
|
Q4 2024
Added 66.94%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,002
shares
|
$367,734
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,000
shares
|
$367,000
0.14% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$367,000
0.06% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
1,000
shares
|
$367,000
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
935
shares
|
$343,145
0.19% of portfolio
|
Q3 2024
Added 765.74%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
919
shares
|
$337,273
1.16% of portfolio
|
Q4 2023
Reduced 21.25%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
917
shares
|
$336,539
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
900
shares
|
$330,300
0.01% of portfolio
|
Q3 2024
Added 1700.0%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
880
shares
|
$322,960
0.05% of portfolio
|
Q4 2024
Added 104.65%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
850
shares
|
$311,950
0.01% of portfolio
|
Q2 2024
Added 30.37%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
833
shares
|
$305,711
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
820
shares
|
$300,940
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
800
shares
|
$293,600
0.0% of portfolio
|
Q3 2023
Reduced 38.46%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
790
shares
|
$289,930
0.14% of portfolio
|
Q3 2022
Reduced 37.97%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
770
shares
|
$282,590
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
770
shares
|
$282,590
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
740
shares
|
$271,580
0.05% of portfolio
|
Q3 2024
Added 900.0%
|