Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,303 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Collar Capital Management, LLC
Appleton, WI |
Oct 16, 2025 Q3 2025 |
22,756
shares
|
$4.55 Million
5.16% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
22,655
shares
|
$4.53 Million
0.01% of portfolio
|
Q3 2025
Added 11.61%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
22,604
shares
|
$4.52 Million
0.0% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
22,331
shares
|
$4.46 Million
0.07% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
22,248
shares
|
$4.44 Million
3.68% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
21,909
shares
|
$4.38 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
21,703
shares
|
$4.34 Million
0.05% of portfolio
|
Q3 2025
Added 164.51%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
21,668
shares
|
$4.33 Million
0.01% of portfolio
|
Q3 2025
Added 19.31%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
21,600
shares
|
$4.31 Million
1.05% of portfolio
|
Q3 2025
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
21,168
shares
|
$4.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
21,023
shares
|
$4.2 Million
0.04% of portfolio
|
Q3 2025
Added 21.18%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
20,936
shares
|
$4.18 Million
0.09% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
20,810
shares
|
$4.16 Million
0.09% of portfolio
|
Q3 2025
Added 21.53%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
20,663
shares
|
$4.13 Million
0.1% of portfolio
|
Q3 2025
Reduced 21.31%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
20,164
shares
|
$4.03 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
20,132
shares
|
$4.02 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
19,975
shares
|
$3.99 Million
0.02% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
19,858
shares
|
$3.97 Million
0.02% of portfolio
|
Q3 2025
Added 19.33%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
19,765
shares
|
$3.95 Million
0.42% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
19,223
shares
|
$3.84 Million
5.02% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
19,200
shares
|
$3.84 Million
0.11% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
19,081
shares
|
$3.81 Million
0.21% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
18,927
shares
|
$3.78 Million
0.15% of portfolio
|
Q3 2025
Added 21.47%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
18,922
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2025
Added 17.37%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
18,597
shares
|
$3.71 Million
2.59% of portfolio
|
Q3 2025
Added 7.8%
|
|