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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,153
shares
|
$426,045
0.04% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
1,141
shares
|
$421,610
0.15% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,136
shares
|
$419,763
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
1,136
shares
|
$419,763
0.26% of portfolio
|
Q1 2025
Reduced 18.1%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,132
shares
|
$418,285
0.05% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
1,127
shares
|
$416,437
0.06% of portfolio
|
Q1 2025
Reduced 73.61%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
1,127
shares
|
$416,437
0.14% of portfolio
|
Q1 2025
Reduced 37.56%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,112
shares
|
$410,895
0.01% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
1,110
shares
|
$410,156
0.07% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
1,110
shares
|
$410,156
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
1,108
shares
|
$409,417
0.02% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
1,104
shares
|
$407,939
0.2% of portfolio
|
Q1 2025
Added 22.12%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
1,091
shares
|
$403,135
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
1,080
shares
|
$399,070
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,079
shares
|
$398,701
0.1% of portfolio
|
Q4 2024
Added 439.5%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,059
shares
|
$391,311
0.0% of portfolio
|
Q1 2025
Reduced 25.26%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
1,058
shares
|
$390,941
0.06% of portfolio
|
Q4 2024
Reduced 48.14%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
1,055
shares
|
$389,833
0.01% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
1,043
shares
|
$385,398
0.02% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
1,042
shares
|
$385,029
0.07% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,041
shares
|
$384,659
0.04% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
1,034
shares
|
$382,073
0.05% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Vista Finance, LLC
|
Apr 16, 2025 Q1 2025 |
1,033
shares
|
$381,703
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
1,033
shares
|
$381,703
0.0% of portfolio
|
Q1 2025
Reduced 41.07%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
1,015
shares
|
$375,052
0.08% of portfolio
|
Q1 2025
New holding
|