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 |
|---|---|---|---|---|---|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
12
shares
|
$5,116
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
10
shares
|
$4,264
0.0% of portfolio
|
Q4 2024
Reduced 88.1%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10
shares
|
$4,264
0.0% of portfolio
|
Q2 2024
Reduced 95.58%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
9
shares
|
$3,837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9
shares
|
$3,837
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
9
shares
|
$3,837
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
8
shares
|
$3,411
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
8
shares
|
$3,411
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
8
shares
|
$3,411
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
7
shares
|
$2,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
7
shares
|
$2,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
7
shares
|
$2,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
7
shares
|
$2,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
6
shares
|
$2,558
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
6
shares
|
$2,558
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5
shares
|
$2,132
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
5
shares
|
$2,132
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
5
shares
|
$2,132
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
5
shares
|
$2,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
5
shares
|
$2,132
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
5
shares
|
$2,132
0.0% of portfolio
|
Q1 2025
Reduced 72.22%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
5
shares
|
$2,132
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
4
shares
|
$1,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3
shares
|
$1,279
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
3
shares
|
$1,279
0.0% of portfolio
|
Q4 2024
New holding
|