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 |
|---|---|---|---|---|---|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
1,271
shares
|
$469,647
0.29% of portfolio
|
Q4 2023
Added 4.27%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
1,268
shares
|
$468,538
0.32% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,241
shares
|
$458,561
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
1,232
shares
|
$455,236
0.02% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,232
shares
|
$455,236
0.01% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
1,218
shares
|
$450,063
0.03% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
1,212
shares
|
$447,846
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,211
shares
|
$447,476
0.01% of portfolio
|
Q4 2024
Added 131.55%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
1,209
shares
|
$446,737
0.08% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,200
shares
|
$443,412
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,200
shares
|
$443,412
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,200
shares
|
$443,412
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
1,200
shares
|
$443,412
0.07% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
1,200
shares
|
$443,412
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
1,200
shares
|
$443,412
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
1,185
shares
|
$437,869
0.01% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,185
shares
|
$437,869
0.02% of portfolio
|
Q1 2025
Added 69.04%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
1,185
shares
|
$437,869
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
1,185
shares
|
$437,869
0.82% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
1,179
shares
|
$435,652
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,176
shares
|
$434,543
0.01% of portfolio
|
Q1 2025
Reduced 23.19%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,175
shares
|
$434,174
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
1,171
shares
|
$432,696
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
1,165
shares
|
$430,479
0.01% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Apr 24, 2025 Q1 2025 |
1,160
shares
|
$428,631
0.27% of portfolio
|
Q1 2025
New holding
|