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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
133
shares
|
$49,144
0.0% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
132
shares
|
$48,775
0.0% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
130
shares
|
$48,036
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
129
shares
|
$47,666
0.0% of portfolio
|
Q1 2025
Added 37.23%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
128
shares
|
$47,297
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
126
shares
|
$46,558
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
123
shares
|
$45,449
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
114
shares
|
$42,124
0.02% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
107
shares
|
$39,537
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
105
shares
|
$38,798
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
105
shares
|
$38,798
0.01% of portfolio
|
Q4 2024
Added 208.82%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
104
shares
|
$38,429
0.0% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
103
shares
|
$38,059
0.0% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
102
shares
|
$37,690
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
100
shares
|
$36,951
0.02% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
100
shares
|
$36,951
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
100
shares
|
$36,951
0.01% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
100
shares
|
$36,951
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
93
shares
|
$34,364
0.0% of portfolio
|
Q1 2025
Reduced 70.94%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
92
shares
|
$33,994
0.01% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
92
shares
|
$33,994
0.03% of portfolio
|
Q4 2024
Added 820.0%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
90
shares
|
$33,255
0.0% of portfolio
|
Q1 2025
Added 47.54%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
90
shares
|
$33,255
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
89
shares
|
$32,886
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
88
shares
|
$32,516
0.0% of portfolio
|
Q1 2025
Added 20.55%
|