Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 927 institutions that hold shares in the stock, with a total of 83 Million shares, which have been reported (via 13F filing form) to have a value of $27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
120
shares
|
$39,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
115
shares
|
$37,669
0.0% of portfolio
|
Q2 2024
Added 43.75%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
113
shares
|
$37,014
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
112
shares
|
$36,686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
110
shares
|
$36,031
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
106
shares
|
$34,721
0.0% of portfolio
|
Q3 2024
Added 1414.29%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
105
shares
|
$34,393
0.01% of portfolio
|
Q4 2024
Added 208.82%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
100
shares
|
$32,756
0.0% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
100
shares
|
$32,756
0.0% of portfolio
|
Q3 2024
Added 809.09%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
100
shares
|
$32,756
0.02% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
100
shares
|
$32,756
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
97
shares
|
$31,773
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
94
shares
|
$30,790
0.0% of portfolio
|
Q4 2024
Added 422.22%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
90
shares
|
$29,480
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
90
shares
|
$29,480
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
87
shares
|
$28,497
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
87
shares
|
$28,497
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
80
shares
|
$26,204
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
80
shares
|
$26,204
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
75
shares
|
$24,567
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
70
shares
|
$22,929
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
70
shares
|
$22,929
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
69
shares
|
$22,601
0.0% of portfolio
|
Q4 2024
Added 72.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
68
shares
|
$22,274
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
59
shares
|
$19,326
0.0% of portfolio
|
Q3 2024
New holding
|