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 |
|---|---|---|---|---|---|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
1,667
shares
|
$615,973
0.12% of portfolio
|
Q4 2024
Added 52.1%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
1,651
shares
|
$610,061
0.38% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
1,650
shares
|
$609,691
0.01% of portfolio
|
Q1 2025
Added 35.02%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Apr 18, 2025 Q1 2025 |
1,650
shares
|
$609,691
0.24% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,643
shares
|
$607,104
0.24% of portfolio
|
Q1 2025
Added 51.15%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,642
shares
|
$606,735
0.01% of portfolio
|
Q1 2025
Added 43.16%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
1,637
shares
|
$604,887
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
1,630
shares
|
$602,301
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,627
shares
|
$601,192
0.01% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
1,625
shares
|
$600,453
0.22% of portfolio
|
Q4 2024
Added 17.75%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
1,625
shares
|
$600,453
0.2% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
1,622
shares
|
$599,345
0.07% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
1,620
shares
|
$598,606
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
1,615
shares
|
$596,758
0.12% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Apr 30, 2025 Q1 2025 |
1,606
shares
|
$593,433
1.34% of portfolio
|
Q1 2025
Added 28.48%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
1,605
shares
|
$593,063
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,601
shares
|
$591,585
0.01% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
1,600
shares
|
$591,216
0.21% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,599
shares
|
$590,846
0.03% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,598
shares
|
$590,476
0.0% of portfolio
|
Q1 2025
Added 36.0%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
1,591
shares
|
$587,890
0.06% of portfolio
|
Q1 2025
Added 17.68%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
1,590
shares
|
$587,520
0.02% of portfolio
|
Q1 2025
Reduced 85.27%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
1,588
shares
|
$586,781
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
1,578
shares
|
$583,086
0.09% of portfolio
|
Q1 2025
Added 28.4%
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
1,573
shares
|
$581,239
0.19% of portfolio
|
Q4 2024
Added 7.89%
|