Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,245 institutions that hold shares in the stock, with a total of 131 Million shares, which have been reported (via 13F filing form) to have a value of $26.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
52,753
shares
|
$10.5 Million
0.46% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
52,431
shares
|
$10.5 Million
0.08% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Ifm Investors Pty LTD
|
Oct 14, 2025 Q3 2025 |
50,046
shares
|
$10 Million
0.14% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
50,041
shares
|
$10 Million
7.22% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2025 Q3 2025 |
49,417
shares
|
$9.87 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
49,309
shares
|
$9.85 Million
0.11% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
47,205
shares
|
$9.43 Million
0.0% of portfolio
|
Q3 2025
Added 55.13%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
46,828
shares
|
$9.35 Million
0.13% of portfolio
|
Q3 2025
Added 23.64%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
45,414
shares
|
$9.07 Million
0.02% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
44,700
shares
|
$8.93 Million
7.65% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
44,445
shares
|
$8.88 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Compass Ion Advisors, LLC
|
Jan 28, 2026 Q4 2025 |
43,980
shares
|
$8.79 Million
0.89% of portfolio
|
Q4 2025
Reduced 12.05%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
43,663
shares
|
$8.72 Million
0.05% of portfolio
|
Q3 2025
Reduced 19.79%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 06, 2025 Q3 2025 |
43,000
shares
|
$8.59 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 28, 2026 Q4 2025 |
42,750
shares
|
$8.54 Million
0.31% of portfolio
|
Q4 2025
Added 4.23%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
42,611
shares
|
$8.51 Million
0.12% of portfolio
|
Q3 2025
Added 12.34%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
42,509
shares
|
$8.49 Million
0.02% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Uss Investment Management LTD
|
Nov 13, 2025 Q3 2025 |
40,953
shares
|
$8.18 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
40,926
shares
|
$8.17 Million
0.03% of portfolio
|
Q3 2025
Added 20.32%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
40,873
shares
|
$8.16 Million
2.45% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
40,688
shares
|
$8.13 Million
0.16% of portfolio
|
Q3 2025
Added 229.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
40,509
shares
|
$8.09 Million
0.01% of portfolio
|
Q4 2025
Reduced 34.58%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
39,532
shares
|
$7.9 Million
5.94% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Jan 15, 2026 Q4 2025 |
39,300
shares
|
$7.85 Million
0.04% of portfolio
|
Q4 2025
Reduced 12.67%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
39,265
shares
|
$7.84 Million
0.58% of portfolio
|
Q3 2025
Added 0.11%
|
|