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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
81
shares
|
$34,528
0.0% of portfolio
|
Q2 2025
Reduced 36.72%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
80
shares
|
$34,102
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
75
shares
|
$31,970
0.02% of portfolio
|
Q1 2025
Added 476.92%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
72
shares
|
$30,692
0.02% of portfolio
|
Q1 2025
Added 35.85%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
69
shares
|
$29,413
0.0% of portfolio
|
Q4 2024
Added 72.5%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
63
shares
|
$26,855
0.01% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
61
shares
|
$26,003
0.01% of portfolio
|
Q1 2025
Added 2950.0%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
60
shares
|
$25,576
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
58
shares
|
$24,724
0.01% of portfolio
|
Q2 2025
Added 23.4%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
55
shares
|
$23,445
0.01% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
52
shares
|
$22,166
0.0% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
50
shares
|
$21,314
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
50
shares
|
$21,314
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
50
shares
|
$21,314
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
50
shares
|
$21,314
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
50
shares
|
$21,314
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
50
shares
|
$21,314
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
50
shares
|
$21,314
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
49
shares
|
$20,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
48
shares
|
$20,461
0.0% of portfolio
|
Q1 2025
Added 26.32%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
47
shares
|
$20,035
0.0% of portfolio
|
Q1 2025
Added 27.03%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
45
shares
|
$19,182
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
45
shares
|
$19,182
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
44
shares
|
$18,756
0.0% of portfolio
|
Q1 2025
Reduced 48.84%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
43
shares
|
$18,330
0.0% of portfolio
|
Q1 2025
Added 38.71%
|