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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
136
shares
|
$57,990
0.0% of portfolio
|
Q1 2025
Added 189.36%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
136
shares
|
$57,990
0.01% of portfolio
|
Q2 2025
Added 81.33%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
136
shares
|
$57,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
134
shares
|
$57,137
0.02% of portfolio
|
Q2 2025
Reduced 82.51%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
133
shares
|
$56,711
0.0% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
132
shares
|
$56,284
0.0% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
130
shares
|
$55,432
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
129
shares
|
$55,005
0.0% of portfolio
|
Q1 2025
Added 37.23%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
126
shares
|
$53,726
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
126
shares
|
$53,726
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
123
shares
|
$52,447
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jul 24, 2025 Q2 2025 |
118
shares
|
$50,315
0.05% of portfolio
|
Q2 2025
Added 57.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
117
shares
|
$49,888
0.01% of portfolio
|
Q2 2025
Added 25.81%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
114
shares
|
$48,609
0.02% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
107
shares
|
$45,624
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
105
shares
|
$44,772
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
105
shares
|
$44,772
0.01% of portfolio
|
Q4 2024
Added 208.82%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
102
shares
|
$43,492
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
100
shares
|
$42,640
0.0% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
100
shares
|
$42,640
0.01% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
100
shares
|
$42,640
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
100
shares
|
$42,640
0.02% of portfolio
|
Q2 2025
Reduced 45.95%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
95
shares
|
$40,508
0.0% of portfolio
|
Q2 2025
Reduced 44.77%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
92
shares
|
$39,228
0.01% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
92
shares
|
$39,228
0.03% of portfolio
|
Q4 2024
Added 820.0%
|