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 |
|---|---|---|---|---|---|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
551
shares
|
$234,946
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
551
shares
|
$234,946
0.15% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
545
shares
|
$232,388
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
538
shares
|
$229,403
0.49% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
537
shares
|
$228,976
0.03% of portfolio
|
Q2 2025
Added 54.76%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
532
shares
|
$226,844
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
529
shares
|
$225,565
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
527
shares
|
$224,712
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
520
shares
|
$221,728
0.02% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
520
shares
|
$221,728
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
519
shares
|
$221,301
0.02% of portfolio
|
Q3 2024
Added 981.25%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
518
shares
|
$220,875
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
517
shares
|
$220,448
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
515
shares
|
$219,596
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
510
shares
|
$217,464
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
510
shares
|
$217,464
0.06% of portfolio
|
Q4 2024
Added 240.0%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
507
shares
|
$216,184
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sara Bay Financial
|
Jul 15, 2025 Q2 2025 |
500
shares
|
$213,200
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
500
shares
|
$213,200
0.05% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
500
shares
|
$213,200
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
May 13, 2025 Q1 2025 |
500
shares
|
$213,200
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
496
shares
|
$211,494
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
489
shares
|
$208,509
0.03% of portfolio
|
Q1 2025
Added 715.0%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
464
shares
|
$197,849
0.0% of portfolio
|
Q2 2025
Added 47.3%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
453
shares
|
$193,159
0.01% of portfolio
|
Q4 2024
Reduced 7.55%
|