Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,225 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 $48.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
980
shares
|
$417,754
0.06% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
968
shares
|
$412,639
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
963
shares
|
$410,507
0.15% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
950
shares
|
$404,966
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
950
shares
|
$404,966
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
948
shares
|
$404,113
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
945
shares
|
$402,834
0.05% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
938
shares
|
$399,850
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
931
shares
|
$396,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
930
shares
|
$396,440
0.05% of portfolio
|
Q2 2025
Added 16.25%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
925
shares
|
$394,309
0.16% of portfolio
|
Q1 2025
Reduced 29.01%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
919
shares
|
$391,751
1.16% of portfolio
|
Q4 2023
Reduced 21.25%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
919
shares
|
$391,751
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
912
shares
|
$388,767
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
911
shares
|
$388,341
0.0% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
910
shares
|
$387,914
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
910
shares
|
$387,914
0.33% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Achmea Investment Management B.V.
|
Apr 24, 2025 Q1 2025 |
901
shares
|
$384,078
0.0% of portfolio
|
Q1 2025
Reduced 94.1%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
899
shares
|
$383,225
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
897
shares
|
$382,373
0.11% of portfolio
|
Q2 2025
Reduced 67.15%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
889
shares
|
$378,962
0.02% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
880
shares
|
$375,126
0.0% of portfolio
|
Q1 2025
Reduced 96.97%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Jul 22, 2025 Q2 2025 |
880
shares
|
$375,126
0.12% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
879
shares
|
$374,700
0.02% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
873
shares
|
$372,142
0.17% of portfolio
|
Q4 2024
New holding
|