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 |
|---|---|---|---|---|---|
|
Hel Ved Capital Management LTD
Central, K3 |
May 14, 2025 Q1 2025 |
1,755
shares
|
$748,332
0.21% of portfolio
|
Q1 2025
Reduced 79.63%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
1,751
shares
|
$746,626
0.15% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
1,751
shares
|
$746,626
0.37% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
1,750
shares
|
$746,200
0.03% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,742
shares
|
$742,788
0.04% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
1,740
shares
|
$741,936
0.2% of portfolio
|
Q1 2025
Added 72.28%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,737
shares
|
$740,656
0.04% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,736
shares
|
$740,230
0.17% of portfolio
|
Q3 2022
Added 23.47%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
1,701
shares
|
$725,306
0.01% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
1,693
shares
|
$721,895
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
|
$719,336
0.04% of portfolio
|
Q1 2025
Reduced 67.2%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
1,678
shares
|
$715,499
0.19% of portfolio
|
Q1 2025
Added 20.37%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
1,671
shares
|
$712,514
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
1,655
shares
|
$705,692
0.11% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
1,651
shares
|
$703,986
0.46% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,650
shares
|
$703,560
0.1% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Jul 17, 2025 Q2 2025 |
1,650
shares
|
$703,560
0.29% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,642
shares
|
$700,148
0.01% of portfolio
|
Q1 2025
Added 43.16%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
1,637
shares
|
$698,016
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
1,635
shares
|
$697,164
0.69% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
1,630
shares
|
$695,032
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,627
shares
|
$693,752
0.01% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
1,625
shares
|
$692,900
0.22% of portfolio
|
Q4 2024
Added 17.75%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
1,625
shares
|
$692,900
0.2% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
1,622
shares
|
$691,620
0.07% of portfolio
|
Q1 2025
Added 3.31%
|