Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,233 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 $45.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
871
shares
|
$371,289
0.01% of portfolio
|
Q1 2025
Added 140.61%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
857
shares
|
$365,321
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
856
shares
|
$364,895
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
850
shares
|
$362,338
0.01% of portfolio
|
Q2 2024
Added 30.37%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
850
shares
|
$362,338
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
842
shares
|
$358,927
0.04% of portfolio
|
Q1 2025
Reduced 25.88%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
840
shares
|
$358,075
0.0% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
838
shares
|
$357,222
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
833
shares
|
$355,091
0.1% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
827
shares
|
$352,533
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
820
shares
|
$349,549
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
820
shares
|
$349,549
0.04% of portfolio
|
Q1 2025
Reduced 40.15%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
820
shares
|
$349,549
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
815
shares
|
$347,418
0.05% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
815
shares
|
$347,418
0.01% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
811
shares
|
$345,713
0.01% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
807
shares
|
$344,007
0.12% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
807
shares
|
$344,007
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
806
shares
|
$343,581
0.08% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
805
shares
|
$343,155
0.01% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
800
shares
|
$341,024
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
800
shares
|
$341,024
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
800
shares
|
$341,024
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
795
shares
|
$338,892
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
794
shares
|
$338,466
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|