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 |
|---|---|---|---|---|---|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
88
shares
|
$32,516
0.02% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
87
shares
|
$32,147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
87
shares
|
$32,147
0.01% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
84
shares
|
$31,038
0.01% of portfolio
|
Q1 2025
Added 147.06%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
83
shares
|
$30,669
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
80
shares
|
$29,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
80
shares
|
$29,560
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
80
shares
|
$29,560
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
75
shares
|
$27,713
0.02% of portfolio
|
Q1 2025
Added 476.92%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
75
shares
|
$27,713
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
72
shares
|
$26,604
0.02% of portfolio
|
Q1 2025
Added 35.85%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
69
shares
|
$25,496
0.0% of portfolio
|
Q4 2024
Added 72.5%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
63
shares
|
$23,279
0.01% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
61
shares
|
$22,540
0.01% of portfolio
|
Q1 2025
Added 2950.0%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
55
shares
|
$20,323
0.01% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
53
shares
|
$19,584
0.0% of portfolio
|
Q1 2025
Added 82.76%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
50
shares
|
$18,475
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
50
shares
|
$18,475
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
50
shares
|
$18,475
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
50
shares
|
$18,475
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
50
shares
|
$18,475
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
50
shares
|
$18,475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
50
shares
|
$18,475
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
49
shares
|
$18,105
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
48
shares
|
$17,736
0.0% of portfolio
|
Q1 2025
Added 26.32%
|