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 |
|---|---|---|---|---|---|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
1,185
shares
|
$505,141
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
1,185
shares
|
$505,141
0.82% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
1,171
shares
|
$499,173
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
1,165
shares
|
$496,616
0.01% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Apr 24, 2025 Q1 2025 |
1,160
shares
|
$494,484
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,159
shares
|
$494,058
0.13% of portfolio
|
Q2 2025
Reduced 11.93%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,153
shares
|
$491,500
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
|
$486,385
0.15% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,136
shares
|
$484,254
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
1,135
shares
|
$483,827
0.45% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,132
shares
|
$482,548
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
|
$480,417
0.06% of portfolio
|
Q1 2025
Reduced 73.61%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,116
shares
|
$475,728
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
1,112
shares
|
$474,023
0.08% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,112
shares
|
$474,023
0.01% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
1,110
shares
|
$473,170
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
1,108
shares
|
$472,318
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
|
$470,613
0.2% of portfolio
|
Q1 2025
Added 22.12%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,098
shares
|
$468,055
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
1,091
shares
|
$465,071
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
1,080
shares
|
$460,382
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,079
shares
|
$459,956
0.1% of portfolio
|
Q4 2024
Added 439.5%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
1,072
shares
|
$456,972
0.09% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
1,072
shares
|
$456,972
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,059
shares
|
$451,430
0.0% of portfolio
|
Q1 2025
Reduced 25.26%
|