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 |
---|---|---|---|---|---|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
1,312
shares
|
$2 Million
0.02% of portfolio
|
Q1 2024
Added 45.29%
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
1,308
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2023
Added 6.0%
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
1,271
shares
|
$1.94 Million
0.29% of portfolio
|
Q4 2023
Added 4.27%
|
|
Paradigm Financial Partners, LLC
|
May 15, 2024 Q1 2024 |
1,250
shares
|
$1.91 Million
0.46% of portfolio
|
Q1 2024
Added 92.31%
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Apr 11, 2024 Q1 2024 |
1,250
shares
|
$1.91 Million
0.74% of portfolio
|
Q4 2023
Added 25.0%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
1,207
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2024
Added 25.08%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
1,201
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2024
Reduced 12.91%
|
|
Boulder Hill Capital Management LP
New York, NY |
May 13, 2024 Q1 2024 |
1,200
shares
|
$1.83 Million
0.87% of portfolio
|
Q1 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
1,146
shares
|
$1.75 Million
0.02% of portfolio
|
Q1 2024
Added 65.85%
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 17, 2024 Q1 2024 |
1,134
shares
|
$1.73 Million
0.33% of portfolio
|
Q1 2024
Added 36.13%
|
|
Symmetry Investments LP
|
May 10, 2024 Q1 2024 |
1,128
shares
|
$1.72 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
1,085
shares
|
$1.65 Million
0.39% of portfolio
|
Q1 2024
Reduced 79.75%
|
|
Fiduciary Trust CO
Boston, MA |
May 13, 2024 Q1 2024 |
1,060
shares
|
$1.62 Million
0.03% of portfolio
|
Q1 2024
Added 18.44%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
1,053
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2024
Added 6.58%
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
1,038
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2024
Reduced 96.35%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Apr 25, 2024 Q1 2024 |
1,011
shares
|
$1.54 Million
0.74% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
1,005
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2024
Reduced 98.67%
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 15, 2024 Q1 2024 |
1,000
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
999
shares
|
$1.52 Million
0.1% of portfolio
|
Q1 2024
Added 11.87%
|
|
Campion Asset Management
|
May 14, 2024 Q1 2024 |
994
shares
|
$1.52 Million
1.32% of portfolio
|
Q1 2023
New holding
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
991
shares
|
$1.51 Million
0.07% of portfolio
|
Q1 2024
Reduced 10.96%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
984
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 91.74%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
978
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2024
Added 63.0%
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2024 Q1 2024 |
965
shares
|
$1.47 Million
0.17% of portfolio
|
Q1 2024
Added 93.0%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
949
shares
|
$1.45 Million
0.06% of portfolio
|
Q1 2024
Added 16.3%
|