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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
2,072
shares
|
$765,624
0.0% of portfolio
|
Q1 2025
Added 13.47%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
2,055
shares
|
$759,343
0.07% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
2,054
shares
|
$758,973
0.05% of portfolio
|
Q1 2025
Reduced 48.66%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
2,049
shares
|
$757,125
0.04% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
2,046
shares
|
$756,017
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
2,026
shares
|
$748,627
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,018
shares
|
$745,671
0.0% of portfolio
|
Q3 2023
Reduced 38.96%
|
|
|
American Asset Management Inc.
|
May 07, 2025 Q1 2025 |
2,000
shares
|
$739,020
3.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
2,000
shares
|
$739,020
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
2,000
shares
|
$739,020
0.16% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
2,000
shares
|
$739,020
0.17% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
May 15, 2025 Q1 2025 |
1,997
shares
|
$737,911
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
1,979
shares
|
$731,260
0.0% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
1,966
shares
|
$726,456
0.02% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,963
shares
|
$725,348
0.0% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
1,937
shares
|
$715,740
0.01% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,934
shares
|
$714,632
0.03% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
1,908
shares
|
$705,025
0.18% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
1,904
shares
|
$703,547
0.02% of portfolio
|
Q1 2025
Added 50.87%
|
|
|
Sassicaia Capital Advisers LLC
Jericho, NY |
May 15, 2025 Q1 2025 |
1,900
shares
|
$702,069
1.98% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
1,900
shares
|
$702,069
0.07% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
1,895
shares
|
$700,221
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
1,890
shares
|
$698,373
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
1,873
shares
|
$692,092
0.3% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
1,870
shares
|
$690,983
0.34% of portfolio
|
Q1 2025
Added 61.07%
|