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 |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
789
shares
|
$336,334
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
789
shares
|
$336,334
0.02% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
788
shares
|
$335,908
0.03% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
779
shares
|
$332,072
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
776
shares
|
$330,793
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
May 01, 2025 Q1 2025 |
770
shares
|
$328,235
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
761
shares
|
$324,399
0.03% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
760
shares
|
$323,972
0.05% of portfolio
|
Q1 2025
Reduced 32.26%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
760
shares
|
$323,972
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
756
shares
|
$322,267
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
750
shares
|
$319,710
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Jul 21, 2025 Q2 2025 |
750
shares
|
$319,710
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
750
shares
|
$319,710
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
May 15, 2025 Q1 2025 |
749
shares
|
$319,283
0.59% of portfolio
|
Q1 2025
Reduced 92.32%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
749
shares
|
$319,283
0.07% of portfolio
|
Q1 2025
Added 348.5%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
749
shares
|
$319,283
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
743
shares
|
$316,726
0.05% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
740
shares
|
$315,447
0.09% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
740
shares
|
$315,447
0.01% of portfolio
|
Q1 2025
Reduced 57.71%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
737
shares
|
$314,168
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
734
shares
|
$312,889
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
734
shares
|
$312,889
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
731
shares
|
$311,610
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
723
shares
|
$308,200
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
713
shares
|
$303,937
0.03% of portfolio
|
Q1 2025
New holding
|