Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,171 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 $43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
22,346
shares
|
$8.26 Million
0.12% of portfolio
|
Q1 2025
Added 82.8%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
22,331
shares
|
$8.25 Million
0.07% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
22,285
shares
|
$8.23 Million
0.22% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
20,800
shares
|
$7.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 39.54%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
20,454
shares
|
$7.56 Million
0.03% of portfolio
|
Q1 2025
Added 132.8%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
19,720
shares
|
$7.29 Million
0.66% of portfolio
|
Q1 2025
Added 208.95%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
19,141
shares
|
$7.07 Million
0.0% of portfolio
|
Q1 2025
Added 20.33%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
18,866
shares
|
$6.97 Million
1.05% of portfolio
|
Q1 2025
Added 14.95%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
18,689
shares
|
$6.91 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
18,670
shares
|
$6.9 Million
0.05% of portfolio
|
Q1 2025
Added 40.18%
|
|
|
Capital International LTD
Los Angeles, CA |
May 12, 2025 Q1 2025 |
18,478
shares
|
$6.83 Million
0.24% of portfolio
|
Q1 2025
Added 281.78%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
18,304
shares
|
$6.76 Million
0.01% of portfolio
|
Q1 2025
Added 26.19%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
18,113
shares
|
$6.69 Million
0.17% of portfolio
|
Q1 2025
Reduced 12.72%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
18,045
shares
|
$6.67 Million
0.71% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
17,733
shares
|
$6.55 Million
2.41% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
17,698
shares
|
$6.54 Million
0.01% of portfolio
|
Q1 2025
Added 31.49%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
17,663
shares
|
$6.53 Million
0.02% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
17,607
shares
|
$6.51 Million
0.0% of portfolio
|
Q1 2025
Added 26.75%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
17,475
shares
|
$6.46 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
17,400
shares
|
$6.43 Million
0.1% of portfolio
|
Q1 2025
Added 29.85%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
17,238
shares
|
$6.37 Million
0.02% of portfolio
|
Q1 2025
Reduced 87.18%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
17,090
shares
|
$6.31 Million
0.01% of portfolio
|
Q1 2025
Added 27.14%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
17,073
shares
|
$6.31 Million
0.31% of portfolio
|
Q1 2025
Added 154.21%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
16,967
shares
|
$6.27 Million
0.16% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
16,800
shares
|
$6.21 Million
0.0% of portfolio
|
Q1 2025
Added 27.27%
|