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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,582
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
2,580
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Added 218.13%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
2,574
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
2,565
shares
|
$1.09 Million
0.21% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
2,559
shares
|
$1.09 Million
0.72% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,537
shares
|
$1.08 Million
0.14% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,519
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
2,511
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,510
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2020
Reduced 95.22%
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
2,506
shares
|
$1.07 Million
0.21% of portfolio
|
Q1 2025
Added 57.91%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
2,505
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
2,479
shares
|
$1.06 Million
0.04% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
2,466
shares
|
$1.05 Million
0.17% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,453
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 49.94%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
2,445
shares
|
$1.04 Million
0.13% of portfolio
|
Q1 2025
Added 77.56%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
2,404
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
2,393
shares
|
$1.02 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
2,348
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,339
shares
|
$997,349
0.04% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
2,330
shares
|
$993,512
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
2,320
shares
|
$989,248
0.43% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
2,312
shares
|
$985,836
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
2,290
shares
|
$976,456
0.52% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
2,267
shares
|
$966,648
0.04% of portfolio
|
Q1 2025
Added 52.56%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
2,265
shares
|
$965,796
0.2% of portfolio
|
Q1 2025
Reduced 5.19%
|