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 |
|---|---|---|---|---|---|
|
Achmea Investment Management B.V.
|
Apr 24, 2025 Q1 2025 |
901
shares
|
$332,928
0.0% of portfolio
|
Q1 2025
Reduced 94.1%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
900
shares
|
$332,559
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
899
shares
|
$332,189
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
891
shares
|
$329,233
0.04% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
889
shares
|
$328,494
0.02% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
880
shares
|
$325,168
0.0% of portfolio
|
Q1 2025
Reduced 96.97%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
879
shares
|
$324,799
0.02% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
875
shares
|
$323,321
0.09% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
873
shares
|
$322,582
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
871
shares
|
$321,843
0.01% of portfolio
|
Q1 2025
Added 140.61%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
857
shares
|
$316,670
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
856
shares
|
$316,300
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
850
shares
|
$314,083
0.01% of portfolio
|
Q2 2024
Added 30.37%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
850
shares
|
$314,083
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
842
shares
|
$311,127
0.04% of portfolio
|
Q1 2025
Reduced 25.88%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
840
shares
|
$310,388
0.0% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
838
shares
|
$309,649
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
833
shares
|
$307,801
0.1% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
832
shares
|
$307,432
0.09% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
827
shares
|
$305,584
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
820
shares
|
$302,998
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
820
shares
|
$302,998
0.04% of portfolio
|
Q1 2025
Reduced 40.15%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
820
shares
|
$302,998
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
815
shares
|
$301,150
0.05% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
815
shares
|
$301,150
0.01% of portfolio
|
Q1 2025
Added 5.3%
|