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 |
|---|---|---|---|---|---|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
1,301
shares
|
$554,746
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,300
shares
|
$554,320
0.0% of portfolio
|
Q1 2025
Reduced 20.1%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
1,297
shares
|
$553,040
0.0% of portfolio
|
Q1 2025
Reduced 52.87%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
1,290
shares
|
$550,056
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
1,290
shares
|
$550,056
0.07% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
1,280
shares
|
$545,792
0.42% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
1,273
shares
|
$542,807
0.01% of portfolio
|
Q1 2025
Added 28.72%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
1,271
shares
|
$541,954
0.29% of portfolio
|
Q4 2023
Added 4.27%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
1,268
shares
|
$540,675
0.32% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,259
shares
|
$536,837
0.2% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
1,252
shares
|
$533,852
0.05% of portfolio
|
Q2 2025
Added 73.89%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
1,243
shares
|
$530,015
0.2% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,241
shares
|
$529,162
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
1,232
shares
|
$525,324
0.02% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,232
shares
|
$525,324
0.01% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
1,218
shares
|
$519,355
0.03% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
1,212
shares
|
$516,796
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,211
shares
|
$516,370
0.01% of portfolio
|
Q4 2024
Added 131.55%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
1,209
shares
|
$515,517
0.08% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
1,202
shares
|
$512,532
0.09% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,200
shares
|
$511,680
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,200
shares
|
$511,680
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
1,200
shares
|
$511,680
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
1,200
shares
|
$511,680
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,185
shares
|
$505,284
0.02% of portfolio
|
Q1 2025
Added 69.04%
|