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 |
|---|---|---|---|---|---|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
811
shares
|
$299,672
0.01% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
807
shares
|
$298,194
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
806
shares
|
$297,825
0.08% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
805
shares
|
$297,455
0.01% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Precision Wealth Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
804
shares
|
$297,086
0.23% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
800
shares
|
$295,608
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
800
shares
|
$295,608
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
800
shares
|
$295,608
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
800
shares
|
$295,608
0.0% of portfolio
|
Q3 2023
Reduced 38.46%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
800
shares
|
$295,608
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
795
shares
|
$293,760
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
794
shares
|
$293,390
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
790
shares
|
$291,912
0.14% of portfolio
|
Q3 2022
Reduced 37.97%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
789
shares
|
$291,543
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
789
shares
|
$291,543
0.02% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
776
shares
|
$286,739
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
May 01, 2025 Q1 2025 |
770
shares
|
$284,522
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
766
shares
|
$283,044
0.06% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
761
shares
|
$281,197
0.03% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
760
shares
|
$280,827
0.05% of portfolio
|
Q1 2025
Reduced 32.26%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
760
shares
|
$280,827
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
756
shares
|
$279,349
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
750
shares
|
$277,132
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Apr 21, 2025 Q1 2025 |
750
shares
|
$277,132
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
750
shares
|
$277,132
0.06% of portfolio
|
Q1 2025
New holding
|