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 |
|---|---|---|---|---|---|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
640
shares
|
$272,819
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
636
shares
|
$271,114
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
625
shares
|
$266,425
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
622
shares
|
$265,146
0.02% of portfolio
|
Q1 2025
Added 15.4%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
620
shares
|
$264,293
0.02% of portfolio
|
Q4 2024
Reduced 19.48%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
619
shares
|
$263,867
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
606
shares
|
$258,325
0.34% of portfolio
|
Q1 2024
Reduced 88.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
603
shares
|
$257,046
0.01% of portfolio
|
Q1 2025
Reduced 51.53%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
600
shares
|
$255,767
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
600
shares
|
$255,767
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
600
shares
|
$255,767
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
600
shares
|
$255,767
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
592
shares
|
$252,357
0.02% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
586
shares
|
$249,800
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
580
shares
|
$247,242
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
579
shares
|
$246,816
0.06% of portfolio
|
Q2 2025
Reduced 77.93%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
577
shares
|
$245,963
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
575
shares
|
$245,110
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
570
shares
|
$242,979
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
568
shares
|
$242,127
0.17% of portfolio
|
Q1 2025
Added 95.86%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
567
shares
|
$241,700
0.04% of portfolio
|
Q1 2025
Added 160.09%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
566
shares
|
$241,274
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
565
shares
|
$240,848
0.08% of portfolio
|
Q2 2025
Reduced 67.53%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
559
shares
|
$238,290
0.01% of portfolio
|
Q2 2025
Reduced 76.31%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
551
shares
|
$234,880
0.02% of portfolio
|
Q2 2025
New holding
|