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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
408
shares
|
$150,760
0.04% of portfolio
|
Q1 2025
Added 482.86%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
403
shares
|
$148,912
0.04% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
400
shares
|
$147,804
0.04% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
398
shares
|
$147,064
0.0% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
392
shares
|
$144,847
0.06% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
380
shares
|
$140,413
0.01% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
347
shares
|
$128,219
0.02% of portfolio
|
Q1 2025
Added 146.1%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
341
shares
|
$126,002
0.02% of portfolio
|
Q4 2024
Added 62.38%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
330
shares
|
$121,938
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
315
shares
|
$116,395
0.0% of portfolio
|
Q1 2025
Added 186.36%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
310
shares
|
$114,548
0.01% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
310
shares
|
$114,548
0.04% of portfolio
|
Q1 2025
Added 55.0%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
310
shares
|
$114,548
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
307
shares
|
$113,439
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
291
shares
|
$107,527
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
266
shares
|
$98,289
0.02% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
261
shares
|
$96,442
0.0% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
260
shares
|
$96,072
0.02% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
250
shares
|
$92,377
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
249
shares
|
$92,007
0.0% of portfolio
|
Q1 2025
Reduced 36.96%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
240
shares
|
$88,682
0.0% of portfolio
|
Q4 2024
Added 41.18%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
237
shares
|
$87,573
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
231
shares
|
$85,356
0.01% of portfolio
|
Q1 2025
Added 40.85%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
222
shares
|
$82,031
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
215
shares
|
$79,444
0.04% of portfolio
|
Q1 2025
Reduced 44.44%
|