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 |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
44,146
shares
|
$18.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
43,877
shares
|
$18.7 Million
7.97% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
43,794
shares
|
$18.7 Million
0.04% of portfolio
|
Q1 2025
Added 36.05%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
May 14, 2025 Q1 2025 |
43,383
shares
|
$18.5 Million
0.08% of portfolio
|
Q1 2025
Added 23.81%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
43,106
shares
|
$18.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 48.96%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
42,941
shares
|
$18.3 Million
0.05% of portfolio
|
Q1 2025
Added 16.58%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
42,532
shares
|
$18.1 Million
2.38% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
42,301
shares
|
$18 Million
0.37% of portfolio
|
Q1 2025
Added 146.77%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
40,795
shares
|
$17.4 Million
6.5% of portfolio
|
Q1 2025
Added 140.51%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
40,198
shares
|
$17.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 59.15%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
39,737
shares
|
$16.9 Million
0.6% of portfolio
|
Q1 2025
Reduced 27.61%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
39,500
shares
|
$16.8 Million
0.06% of portfolio
|
Q1 2025
Added 40.27%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
38,815
shares
|
$16.5 Million
0.43% of portfolio
|
Q1 2025
Reduced 27.9%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
37,876
shares
|
$16.1 Million
0.14% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
37,233
shares
|
$15.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 63.1%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
36,650
shares
|
$15.6 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
35,942
shares
|
$15.3 Million
8.77% of portfolio
|
Q1 2025
New holding
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
35,577
shares
|
$15.2 Million
0.03% of portfolio
|
Q1 2025
Added 33.07%
|
|
|
Shaolin Capital Management LLC
Miami, FL |
May 15, 2025 Q1 2025 |
35,000
shares
|
$14.9 Million
2.35% of portfolio
|
Q1 2025
Reduced 86.03%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
34,485
shares
|
$14.7 Million
0.8% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
33,628
shares
|
$14.3 Million
0.1% of portfolio
|
Q1 2025
Added 40.46%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
32,088
shares
|
$13.7 Million
0.56% of portfolio
|
Q1 2025
Added 41.26%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
31,879
shares
|
$13.6 Million
1.52% of portfolio
|
Q1 2025
Reduced 73.64%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
31,620
shares
|
$13.5 Million
0.3% of portfolio
|
Q1 2025
Added 34.71%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
31,306
shares
|
$13.3 Million
0.01% of portfolio
|
Q1 2025
Added 16.95%
|