Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,239 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 |
|---|---|---|---|---|---|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
1,072
shares
|
$457,100
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
1,069
shares
|
$455,821
0.72% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,059
shares
|
$451,557
0.0% of portfolio
|
Q1 2025
Reduced 25.26%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
1,058
shares
|
$451,131
0.06% of portfolio
|
Q4 2024
Reduced 48.14%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
1,055
shares
|
$449,852
0.01% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
1,043
shares
|
$444,735
0.02% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,043
shares
|
$444,735
0.03% of portfolio
|
Q2 2025
Added 25.66%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
1,042
shares
|
$444,308
0.07% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
1,042
shares
|
$444,308
0.06% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,041
shares
|
$443,882
0.04% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
1,040
shares
|
$443,456
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Finance, LLC
|
Apr 16, 2025 Q1 2025 |
1,033
shares
|
$440,471
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
1,033
shares
|
$440,471
0.0% of portfolio
|
Q1 2025
Reduced 41.07%
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,015
shares
|
$432,796
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
1,013
shares
|
$431,943
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
1,012
shares
|
$431,516
0.07% of portfolio
|
Q1 2025
Reduced 76.4%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
1,010
shares
|
$430,664
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
1,010
shares
|
$430,664
0.19% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$426,400
0.08% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
1,000
shares
|
$426,400
0.15% of portfolio
|
Q4 2024
Reduced 75.61%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
1,000
shares
|
$426,400
0.0% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
1,000
shares
|
$426,400
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Jbf Capital, Inc.
Aspen, CO |
May 08, 2025 Q1 2025 |
1,000
shares
|
$426,400
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
1,000
shares
|
$426,400
0.27% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
999
shares
|
$425,973
0.09% of portfolio
|
Q2 2025
Reduced 40.07%
|