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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,450
shares
|
$618,280
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
1,442
shares
|
$614,868
0.07% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,441
shares
|
$614,442
0.23% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
1,434
shares
|
$611,457
0.14% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
1,430
shares
|
$609,752
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Apr 28, 2025 Q1 2025 |
1,418
shares
|
$604,635
0.06% of portfolio
|
Q1 2025
Added 55.82%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
1,416
shares
|
$603,782
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
1,407
shares
|
$599,944
0.0% of portfolio
|
Q1 2025
Reduced 56.3%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
1,405
shares
|
$599,092
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,402
shares
|
$597,812
0.06% of portfolio
|
Q1 2025
Added 31.89%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
1,391
shares
|
$593,122
0.02% of portfolio
|
Q1 2025
Added 30.61%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
1,387
shares
|
$591,416
0.04% of portfolio
|
Q1 2025
Added 54.11%
|
|
|
Ionic Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,386
shares
|
$590,990
0.06% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
1,364
shares
|
$581,609
0.11% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
1,362
shares
|
$580,756
0.19% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
1,361
shares
|
$580,330
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
1,356
shares
|
$578,198
0.33% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
1,336
shares
|
$569,670
0.05% of portfolio
|
Q1 2025
Added 77.66%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
1,323
shares
|
$564,127
0.01% of portfolio
|
Q1 2025
Added 55.28%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,318
shares
|
$561,995
0.06% of portfolio
|
Q1 2025
Added 62.12%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
1,314
shares
|
$560,289
0.02% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
1,311
shares
|
$559,010
0.34% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
1,308
shares
|
$557,731
0.0% of portfolio
|
Q2 2023
Added 6.0%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
1,304
shares
|
$556,025
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,302
shares
|
$555,172
0.03% of portfolio
|
Q2 2025
Added 1.72%
|