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 |
|---|---|---|---|---|---|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
215
shares
|
$79,444
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
210
shares
|
$77,597
0.04% of portfolio
|
Q4 2024
Added 61.54%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
208
shares
|
$76,858
0.01% of portfolio
|
Q1 2025
Reduced 16.8%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
206
shares
|
$76,119
0.01% of portfolio
|
Q1 2025
Reduced 22.26%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
206
shares
|
$76,119
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
200
shares
|
$73,902
0.01% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
200
shares
|
$73,902
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
200
shares
|
$73,902
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
200
shares
|
$73,902
0.01% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
190
shares
|
$70,206
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
185
shares
|
$68,359
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
177
shares
|
$65,403
0.0% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
176
shares
|
$65,033
0.03% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
175
shares
|
$64,664
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
174
shares
|
$64,294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
172
shares
|
$63,555
0.0% of portfolio
|
Q4 2024
Added 258.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
170
shares
|
$62,816
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
166
shares
|
$61,338
0.01% of portfolio
|
Q1 2025
Added 46.9%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
157
shares
|
$58,013
0.01% of portfolio
|
Q1 2025
Added 7750.0%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
155
shares
|
$57,274
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
150
shares
|
$55,426
0.02% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
150
shares
|
$55,426
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
141
shares
|
$52,100
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
136
shares
|
$50,253
0.0% of portfolio
|
Q1 2025
Added 189.36%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
136
shares
|
$50,253
0.0% of portfolio
|
Q4 2024
New holding
|