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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
1,870
shares
|
$690,983
0.07% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
1,866
shares
|
$689,505
0.02% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
1,861
shares
|
$687,658
0.05% of portfolio
|
Q1 2025
Added 86.29%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
1,859
shares
|
$686,919
0.01% of portfolio
|
Q1 2025
Reduced 98.99%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
1,836
shares
|
$678,420
0.04% of portfolio
|
Q1 2025
Added 36.81%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
1,820
shares
|
$672,508
0.03% of portfolio
|
Q1 2025
Added 26.39%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
1,807
shares
|
$667,704
0.04% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,803
shares
|
$666,226
0.04% of portfolio
|
Q1 2025
Reduced 31.76%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
1,803
shares
|
$666,226
0.01% of portfolio
|
Q1 2025
Added 49.13%
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
1,800
shares
|
$665,118
0.12% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
1,799
shares
|
$664,748
0.07% of portfolio
|
Q1 2025
Reduced 94.88%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
1,795
shares
|
$663,270
0.08% of portfolio
|
Q1 2025
Added 116.27%
|
|
|
Hel Ved Capital Management LTD
Central, K3 |
May 14, 2025 Q1 2025 |
1,755
shares
|
$648,490
0.21% of portfolio
|
Q1 2025
Reduced 79.63%
|
|
|
Consolidated Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,754
shares
|
$648,120
0.22% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
1,751
shares
|
$647,012
0.15% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
1,751
shares
|
$647,012
0.37% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,742
shares
|
$643,686
0.04% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
1,740
shares
|
$642,947
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
1,740
shares
|
$642,947
0.2% of portfolio
|
Q1 2025
Added 72.28%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,737
shares
|
$641,838
0.04% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,736
shares
|
$641,469
0.17% of portfolio
|
Q3 2022
Added 23.47%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
1,701
shares
|
$628,536
0.01% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
1,693
shares
|
$625,580
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
1,687
shares
|
$623,363
0.04% of portfolio
|
Q1 2025
Reduced 67.2%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
1,678
shares
|
$620,037
0.19% of portfolio
|
Q1 2025
Added 20.37%
|