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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
43
shares
|
$18,330
0.01% of portfolio
|
Q2 2025
Reduced 52.22%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
39
shares
|
$16,624
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
38
shares
|
$16,198
0.0% of portfolio
|
Q1 2025
Added 58.33%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
37
shares
|
$15,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
37
shares
|
$15,772
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
35
shares
|
$14,919
0.01% of portfolio
|
Q2 2025
Added 1066.67%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
34
shares
|
$14,493
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
33
shares
|
$14,067
0.0% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
32
shares
|
$13,640
0.0% of portfolio
|
Q1 2025
Added 45.45%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
31
shares
|
$13,214
0.0% of portfolio
|
Q1 2025
Reduced 72.32%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
31
shares
|
$13,214
0.0% of portfolio
|
Q4 2024
Added 34.78%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
30
shares
|
$12,788
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
30
shares
|
$12,788
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
30
shares
|
$12,788
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
26
shares
|
$11,083
0.0% of portfolio
|
Q1 2025
Added 52.94%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
25
shares
|
$10,657
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
25
shares
|
$10,657
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
25
shares
|
$10,657
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
24
shares
|
$10,230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
23
shares
|
$9,804
0.01% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
22
shares
|
$9,378
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
22
shares
|
$9,378
0.0% of portfolio
|
Q1 2025
Reduced 91.34%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
21
shares
|
$8,951
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
21
shares
|
$8,951
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
20
shares
|
$8,525
0.0% of portfolio
|
Q4 2024
New holding
|