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 |
|---|---|---|---|---|---|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
1,013
shares
|
$374,313
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
1,012
shares
|
$373,944
0.07% of portfolio
|
Q1 2025
Reduced 76.4%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
1,010
shares
|
$373,205
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
1,010
shares
|
$373,205
0.19% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
1,000
shares
|
$369,510
0.15% of portfolio
|
Q4 2024
Reduced 75.61%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
1,000
shares
|
$369,510
0.0% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
1,000
shares
|
$369,510
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
1,000
shares
|
$369,510
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Jbf Capital, Inc.
Aspen, CO |
May 08, 2025 Q1 2025 |
1,000
shares
|
$369,510
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
1,000
shares
|
$369,510
0.27% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
986
shares
|
$364,336
0.14% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
985
shares
|
$363,967
0.06% of portfolio
|
Q1 2025
Added 38.93%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
980
shares
|
$362,119
0.06% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Apr 23, 2025 Q1 2025 |
980
shares
|
$362,119
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
968
shares
|
$357,685
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
950
shares
|
$351,034
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
948
shares
|
$350,295
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
945
shares
|
$349,186
0.05% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
938
shares
|
$346,600
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
931
shares
|
$344,013
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
925
shares
|
$341,796
0.16% of portfolio
|
Q1 2025
Reduced 29.01%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
919
shares
|
$339,579
1.16% of portfolio
|
Q4 2023
Reduced 21.25%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
919
shares
|
$339,579
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
911
shares
|
$336,623
0.0% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
910
shares
|
$336,254
0.21% of portfolio
|
Q1 2025
New holding
|