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 |
|---|---|---|---|---|---|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,568
shares
|
$579,391
0.07% of portfolio
|
Q1 2025
Added 30.78%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
1,558
shares
|
$575,696
0.01% of portfolio
|
Q1 2025
Reduced 43.82%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
1,557
shares
|
$575,327
0.06% of portfolio
|
Q1 2025
Reduced 18.78%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,555
shares
|
$574,588
0.09% of portfolio
|
Q1 2025
Added 76.7%
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
1,550
shares
|
$572,740
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
1,549
shares
|
$572,370
0.0% of portfolio
|
Q1 2025
Reduced 59.55%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,540
shares
|
$569,045
0.04% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Apr 23, 2025 Q1 2025 |
1,535
shares
|
$567,197
0.53% of portfolio
|
Q1 2025
Reduced 47.7%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,532
shares
|
$566,089
0.01% of portfolio
|
Q1 2025
Added 23.35%
|
|
|
Dillon & Associates Inc
|
May 12, 2025 Q1 2025 |
1,521
shares
|
$562,024
0.07% of portfolio
|
Q1 2025
Added 43.49%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,511
shares
|
$558,329
0.01% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,503
shares
|
$555,373
0.04% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
1,500
shares
|
$554,265
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
1,500
shares
|
$554,265
0.09% of portfolio
|
Q4 2024
Added 1204.35%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
1,472
shares
|
$543,918
0.1% of portfolio
|
Q4 2024
Added 22.67%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
1,461
shares
|
$539,854
0.02% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Am Investment Strategies LLC
|
May 07, 2025 Q1 2025 |
1,451
shares
|
$536,159
0.11% of portfolio
|
Q1 2025
Reduced 31.26%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,451
shares
|
$536,159
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,450
shares
|
$535,789
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
1,439
shares
|
$531,724
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
1,430
shares
|
$528,399
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
1,422
shares
|
$525,443
0.37% of portfolio
|
Q1 2025
Added 23.76%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Apr 28, 2025 Q1 2025 |
1,418
shares
|
$523,965
0.06% of portfolio
|
Q1 2025
Added 55.82%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
1,416
shares
|
$523,226
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
1,407
shares
|
$519,900
0.0% of portfolio
|
Q1 2025
Reduced 56.3%
|