Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,120 institutions that hold shares in the stock, with a total of 93.6 Million shares, which have been reported (via 13F filing form) to have a value of $29.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
25
shares
|
$8,098
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
25
shares
|
$8,098
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
25
shares
|
$8,098
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
24
shares
|
$7,774
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
23
shares
|
$7,450
0.0% of portfolio
|
Q4 2024
Added 15.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
22
shares
|
$7,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
20
shares
|
$6,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
20
shares
|
$6,478
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
20
shares
|
$6,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
20
shares
|
$6,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
20
shares
|
$6,478
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
20
shares
|
$6,478
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
18
shares
|
$5,830
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
17
shares
|
$5,506
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
17
shares
|
$5,506
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
16
shares
|
$5,182
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
16
shares
|
$5,182
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
15
shares
|
$4,858
0.0% of portfolio
|
Q4 2024
Reduced 87.5%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
15
shares
|
$4,858
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
15
shares
|
$4,858
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
14
shares
|
$4,534
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
13
shares
|
$4,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
12
shares
|
$3,887
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
10
shares
|
$3,239
0.0% of portfolio
|
Q4 2024
Reduced 82.76%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
10
shares
|
$3,239
0.0% of portfolio
|
Q4 2024
New holding
|