Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,225 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 $48.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
330
shares
|
$140,672
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
310
shares
|
$132,146
0.01% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
310
shares
|
$132,146
0.04% of portfolio
|
Q1 2025
Added 55.0%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
310
shares
|
$132,146
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
307
shares
|
$130,867
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
283
shares
|
$120,637
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
282
shares
|
$120,210
0.0% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
266
shares
|
$113,390
0.02% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
261
shares
|
$111,259
0.0% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
260
shares
|
$110,832
0.02% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
250
shares
|
$106,570
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
249
shares
|
$106,143
0.0% of portfolio
|
Q1 2025
Reduced 36.96%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
240
shares
|
$102,307
0.0% of portfolio
|
Q4 2024
Added 41.18%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
237
shares
|
$101,028
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
236
shares
|
$100,602
0.05% of portfolio
|
Q2 2025
Added 34.09%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
231
shares
|
$98,470
0.01% of portfolio
|
Q1 2025
Added 40.85%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
222
shares
|
$94,634
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
215
shares
|
$91,650
0.04% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
215
shares
|
$91,650
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
211
shares
|
$89,945
0.01% of portfolio
|
Q2 2025
Added 163.75%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
210
shares
|
$89,518
0.04% of portfolio
|
Q4 2024
Added 61.54%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
208
shares
|
$88,666
0.01% of portfolio
|
Q1 2025
Reduced 16.8%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
206
shares
|
$87,813
0.01% of portfolio
|
Q1 2025
Reduced 22.26%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
206
shares
|
$87,813
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
200
shares
|
$85,256
0.01% of portfolio
|
Q1 2025
Reduced 1.48%
|