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 |
|---|---|---|---|---|---|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
750
shares
|
$277,132
0.04% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
May 15, 2025 Q1 2025 |
749
shares
|
$276,762
0.59% of portfolio
|
Q1 2025
Reduced 92.32%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
749
shares
|
$276,762
0.07% of portfolio
|
Q1 2025
Added 348.5%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
749
shares
|
$276,762
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
743
shares
|
$274,545
0.05% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
740
shares
|
$273,437
0.09% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
740
shares
|
$273,437
0.01% of portfolio
|
Q1 2025
Reduced 57.71%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
737
shares
|
$272,328
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
734
shares
|
$271,220
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
734
shares
|
$271,220
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
726
shares
|
$268,264
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
723
shares
|
$267,155
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
720
shares
|
$266,047
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
713
shares
|
$263,460
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
711
shares
|
$262,721
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
710
shares
|
$262,352
0.01% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
710
shares
|
$262,352
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
705
shares
|
$260,504
0.02% of portfolio
|
Q1 2025
Added 21.13%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
703
shares
|
$259,765
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
700
shares
|
$258,657
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
700
shares
|
$258,657
0.22% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Pinnacle Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
699
shares
|
$258,287
0.35% of portfolio
|
Q1 2025
Reduced 90.21%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
698
shares
|
$257,917
0.02% of portfolio
|
Q1 2025
Reduced 28.41%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
696
shares
|
$257,178
0.02% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
667
shares
|
$246,463
0.15% of portfolio
|
Q1 2024
Reduced 21.53%
|