Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,239 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 |
|---|---|---|---|---|---|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
713
shares
|
$304,023
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
711
shares
|
$303,170
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
710
shares
|
$302,744
0.01% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
710
shares
|
$302,744
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
709
shares
|
$302,317
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
707
shares
|
$301,464
0.03% of portfolio
|
Q2 2025
Reduced 92.96%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
707
shares
|
$301,464
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
705
shares
|
$300,612
0.02% of portfolio
|
Q1 2025
Added 21.13%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
703
shares
|
$299,759
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
700
shares
|
$298,480
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
700
shares
|
$298,480
0.22% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Pinnacle Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
699
shares
|
$298,053
0.35% of portfolio
|
Q1 2025
Reduced 90.21%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
698
shares
|
$297,627
0.02% of portfolio
|
Q1 2025
Reduced 28.41%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
696
shares
|
$296,774
0.02% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
693
shares
|
$295,495
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
684
shares
|
$291,657
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
670
shares
|
$285,688
0.04% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
667
shares
|
$284,408
0.15% of portfolio
|
Q1 2024
Reduced 21.53%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
665
shares
|
$283,556
0.02% of portfolio
|
Q4 2024
Added 14.66%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
662
shares
|
$282,276
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
659
shares
|
$280,997
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
652
shares
|
$278,012
0.19% of portfolio
|
Q2 2025
Reduced 44.7%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
650
shares
|
$277,160
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
644
shares
|
$274,601
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
644
shares
|
$274,601
0.07% of portfolio
|
Q2 2025
New holding
|