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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
665
shares
|
$245,724
0.02% of portfolio
|
Q4 2024
Added 14.66%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
659
shares
|
$243,507
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
643
shares
|
$237,594
0.0% of portfolio
|
Q1 2025
Added 22.48%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
625
shares
|
$230,943
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
622
shares
|
$229,835
0.02% of portfolio
|
Q1 2025
Added 15.4%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
620
shares
|
$229,096
0.02% of portfolio
|
Q4 2024
Reduced 19.48%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
606
shares
|
$223,923
0.34% of portfolio
|
Q1 2024
Reduced 88.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
603
shares
|
$222,814
0.01% of portfolio
|
Q1 2025
Reduced 51.53%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
600
shares
|
$221,706
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
592
shares
|
$218,749
0.02% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
580
shares
|
$214,315
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
568
shares
|
$209,881
0.17% of portfolio
|
Q1 2025
Added 95.86%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
567
shares
|
$209,512
0.04% of portfolio
|
Q1 2025
Added 160.09%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
551
shares
|
$203,600
0.15% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
538
shares
|
$198,796
0.49% of portfolio
|
Q1 2024
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
520
shares
|
$192,145
0.02% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
519
shares
|
$191,775
0.02% of portfolio
|
Q3 2024
Added 981.25%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
510
shares
|
$188,450
0.06% of portfolio
|
Q4 2024
Added 240.0%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
May 13, 2025 Q1 2025 |
500
shares
|
$184,755
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
489
shares
|
$180,690
0.03% of portfolio
|
Q1 2025
Added 715.0%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
453
shares
|
$167,388
0.01% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
443
shares
|
$163,692
0.0% of portfolio
|
Q1 2025
Reduced 58.09%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
435
shares
|
$160,736
0.0% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
434
shares
|
$160,367
0.01% of portfolio
|
Q4 2024
Added 171.25%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
426
shares
|
$157,411
0.01% of portfolio
|
Q4 2023
New holding
|