Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,239 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 |
|---|---|---|---|---|---|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
May 15, 2025 Q1 2025 |
1,997
shares
|
$851,520
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
1,979
shares
|
$843,845
0.0% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
1,968
shares
|
$839,155
0.29% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
1,966
shares
|
$838,302
0.02% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,963
shares
|
$837,023
0.0% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
1,957
shares
|
$834,464
0.42% of portfolio
|
Q2 2025
Reduced 37.68%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
1,937
shares
|
$825,936
0.01% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,934
shares
|
$824,657
0.03% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
1,908
shares
|
$813,571
0.18% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
1,906
shares
|
$812,718
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Sassicaia Capital Advisers LLC
Jericho, NY |
May 15, 2025 Q1 2025 |
1,900
shares
|
$810,160
1.98% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
1,900
shares
|
$810,160
0.07% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
1,895
shares
|
$808,028
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
1,893
shares
|
$807,175
0.4% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
1,873
shares
|
$798,647
0.3% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
1,870
shares
|
$797,368
0.34% of portfolio
|
Q1 2025
Added 61.07%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
1,870
shares
|
$797,368
0.07% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
1,866
shares
|
$795,662
0.02% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
1,861
shares
|
$793,530
0.05% of portfolio
|
Q1 2025
Added 86.29%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
1,859
shares
|
$792,677
0.01% of portfolio
|
Q1 2025
Reduced 98.99%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
1,836
shares
|
$782,870
0.04% of portfolio
|
Q1 2025
Added 36.81%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
1,807
shares
|
$770,504
0.04% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,803
shares
|
$768,799
0.05% of portfolio
|
Q1 2025
Reduced 31.76%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
1,803
shares
|
$768,799
0.01% of portfolio
|
Q1 2025
Added 49.13%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
1,799
shares
|
$767,093
0.07% of portfolio
|
Q1 2025
Reduced 94.88%
|