Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 612 institutions that hold shares in the stock, with a total of 9.11 Million shares, which have been reported (via 13F filing form) to have a value of $13.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Dakota Wealth Management
|
Apr 24, 2024 Q1 2024 |
4,500
shares
|
$6.86 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2024 Q1 2024 |
4,436
shares
|
$6.76 Million
0.01% of portfolio
|
Q1 2024
Added 8.46%
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
4,401
shares
|
$6.71 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 15, 2024 Q1 2024 |
4,333
shares
|
$6.61 Million
0.85% of portfolio
|
Q1 2024
Added 115.36%
|
|
Capital Wealth Alliance, LLC
|
May 10, 2024 Q1 2024 |
4,278
shares
|
$6.52 Million
4.47% of portfolio
|
Q1 2024
Added 0.19%
|
|
Madden Securities Corp
|
Apr 09, 2024 Q1 2024 |
4,268
shares
|
$6.51 Million
3.39% of portfolio
|
Q1 2024
New holding
|
|
Amundi
Paris, I0 |
May 15, 2024 Q1 2024 |
4,244
shares
|
$6.47 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.53%
|
|
Arizona State Retirement System
|
May 07, 2024 Q1 2024 |
4,066
shares
|
$6.2 Million
0.05% of portfolio
|
Q1 2024
Added 19.98%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
3,998
shares
|
$6.09 Million
0.01% of portfolio
|
Q1 2024
Reduced 46.91%
|
|
Acorn Financial Advisory Services Inc
|
May 08, 2024 Q1 2024 |
3,992
shares
|
$6.09 Million
1.41% of portfolio
|
Q1 2024
Reduced 4.54%
|
|
Walleye Capital LLC
Plymouth, MN |
May 15, 2024 Q1 2024 |
3,700
shares
|
$5.64 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Strategic Vision Investment LTD
Hong Kong, K3 |
May 13, 2024 Q1 2024 |
3,700
shares
|
$5.64 Million
2.89% of portfolio
|
Q1 2024
New holding
|
|
Macquarie Group LTD
Australia, C3 |
May 14, 2024 Q1 2024 |
3,616
shares
|
$5.51 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,439
shares
|
$5.24 Million
0.04% of portfolio
|
Q1 2024
Reduced 17.43%
|
|
Russell Investments Group, Ltd.
|
May 08, 2024 Q1 2024 |
3,404
shares
|
$5.19 Million
0.01% of portfolio
|
Q1 2024
Added 391.91%
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2024 Q1 2024 |
3,271
shares
|
$4.99 Million
0.01% of portfolio
|
Q1 2024
Reduced 83.49%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
3,247
shares
|
$4.95 Million
0.05% of portfolio
|
Q1 2024
Reduced 20.42%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
3,222
shares
|
$4.91 Million
0.01% of portfolio
|
Q1 2024
Added 52.77%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
3,219
shares
|
$4.91 Million
0.02% of portfolio
|
Q1 2024
Added 16.84%
|
|
Pro Share Advisors LLC
|
May 08, 2024 Q1 2024 |
3,137
shares
|
$4.78 Million
0.01% of portfolio
|
Q1 2024
Added 31.2%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
3,118
shares
|
$4.75 Million
0.02% of portfolio
|
Q1 2024
Reduced 38.84%
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 02, 2024 Q1 2024 |
3,091
shares
|
$4.71 Million
0.06% of portfolio
|
Q1 2024
Reduced 5.04%
|
|
Bip Wealth, LLC
Atlanta, GA |
May 08, 2024 Q1 2024 |
3,006
shares
|
$4.58 Million
0.37% of portfolio
|
Q1 2024
Added 20.24%
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Apr 25, 2024 Q1 2024 |
2,939
shares
|
$4.48 Million
0.02% of portfolio
|
Q1 2024
Added 18.41%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
2,874
shares
|
$4.38 Million
0.09% of portfolio
|
Q4 2023
Added 89.95%
|