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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
55
shares
|
$18,015
0.0% of portfolio
|
Q4 2024
Reduced 45.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
54
shares
|
$17,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
53
shares
|
$17,360
0.01% of portfolio
|
Q4 2024
Reduced 47.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
53
shares
|
$17,360
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
52
shares
|
$17,033
0.0% of portfolio
|
Q3 2024
Added 766.67%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
50
shares
|
$16,378
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
50
shares
|
$16,378
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
50
shares
|
$16,378
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
50
shares
|
$16,378
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
47
shares
|
$15,395
0.0% of portfolio
|
Q4 2024
Added 370.0%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
45
shares
|
$14,740
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
44
shares
|
$14,412
0.0% of portfolio
|
Q4 2024
Added 37.5%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
38
shares
|
$12,447
0.0% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
38
shares
|
$12,447
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
37
shares
|
$12,119
0.0% of portfolio
|
Q4 2024
Added 42.31%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
37
shares
|
$12,119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
34
shares
|
$11,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
33
shares
|
$10,809
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
32
shares
|
$10,481
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
32
shares
|
$10,481
0.0% of portfolio
|
Q4 2024
Reduced 81.18%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
31
shares
|
$10,154
0.0% of portfolio
|
Q4 2024
Added 34.78%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
31
shares
|
$10,154
0.0% of portfolio
|
Q4 2024
Added 47.62%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
30
shares
|
$9,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
30
shares
|
$9,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
25
shares
|
$8,189
0.0% of portfolio
|
Q4 2024
New holding
|