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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
2,260
shares
|
$963,664
0.04% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
2,206
shares
|
$940,638
0.4% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,200
shares
|
$938,080
0.02% of portfolio
|
Q2 2025
Added 41.21%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
2,195
shares
|
$935,948
0.03% of portfolio
|
Q2 2025
Added 15.28%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
2,192
shares
|
$934,668
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
|
$911,216
0.15% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,128
shares
|
$907,379
0.04% of portfolio
|
Q1 2025
Added 291.9%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
2,115
shares
|
$901,836
0.01% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,112
shares
|
$900,556
0.39% of portfolio
|
Q2 2025
Added 28.55%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
2,105
shares
|
$897,572
0.34% of portfolio
|
Q2 2025
Reduced 28.4%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
2,100
shares
|
$895,440
0.16% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
2,099
shares
|
$895,013
0.15% of portfolio
|
Q2 2025
Added 16.61%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
2,097
shares
|
$894,160
0.02% of portfolio
|
Q2 2025
Added 27.09%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
2,094
shares
|
$892,881
0.0% of portfolio
|
Q1 2025
Added 90.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,075
shares
|
$884,780
0.01% of portfolio
|
Q1 2025
Added 1283.33%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
2,072
shares
|
$883,500
0.0% of portfolio
|
Q1 2025
Added 13.47%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
2,055
shares
|
$876,252
0.07% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
2,054
shares
|
$875,825
0.05% of portfolio
|
Q1 2025
Reduced 48.66%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
2,049
shares
|
$873,693
0.04% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
2,046
shares
|
$872,414
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,018
shares
|
$860,475
0.0% of portfolio
|
Q3 2023
Reduced 38.96%
|
|
|
American Asset Management Inc.
|
May 07, 2025 Q1 2025 |
2,000
shares
|
$852,800
3.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
2,000
shares
|
$852,800
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
2,000
shares
|
$852,800
0.16% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
2,000
shares
|
$852,800
0.24% of portfolio
|
Q3 2024
Added 900.0%
|