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 |
|---|---|---|---|---|---|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
1,620
shares
|
$690,768
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
1,615
shares
|
$688,636
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
1,615
shares
|
$688,636
0.12% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Apr 30, 2025 Q1 2025 |
1,606
shares
|
$684,798
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
|
$684,372
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,601
shares
|
$682,666
0.01% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,600
shares
|
$682,240
0.24% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
1,600
shares
|
$682,240
0.21% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,599
shares
|
$681,813
0.03% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,598
shares
|
$681,387
0.0% of portfolio
|
Q1 2025
Added 36.0%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
1,591
shares
|
$678,402
0.06% of portfolio
|
Q1 2025
Added 17.68%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
1,591
shares
|
$678,402
0.05% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
1,590
shares
|
$677,976
0.02% of portfolio
|
Q1 2025
Reduced 85.27%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,568
shares
|
$668,595
0.08% of portfolio
|
Q1 2025
Added 30.78%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,555
shares
|
$663,052
0.09% of portfolio
|
Q1 2025
Added 76.7%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
1,550
shares
|
$660,920
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,540
shares
|
$656,656
0.04% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,532
shares
|
$653,244
0.01% of portfolio
|
Q1 2025
Added 23.35%
|
|
|
Dillon & Associates Inc
|
May 12, 2025 Q1 2025 |
1,521
shares
|
$648,554
0.07% of portfolio
|
Q1 2025
Added 43.49%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,511
shares
|
$644,290
0.01% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,510
shares
|
$643,864
0.05% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,503
shares
|
$640,879
0.04% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
1,461
shares
|
$622,970
0.02% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
1,455
shares
|
$620,412
0.17% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,451
shares
|
$618,706
0.02% of portfolio
|
Q4 2024
New holding
|