Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,306 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 $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 13, 2025 Q3 2025 |
18,485
shares
|
$3.69 Million
4.29% of portfolio
|
Q3 2025
Added 570.48%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
18,279
shares
|
$3.65 Million
1.84% of portfolio
|
Q3 2025
Reduced 27.63%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
Nov 10, 2025 Q3 2025 |
18,125
shares
|
$3.62 Million
0.2% of portfolio
|
Q3 2025
Added 90.21%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
18,092
shares
|
$3.61 Million
0.16% of portfolio
|
Q3 2025
Reduced 93.25%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
17,982
shares
|
$3.59 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Massar Capital Management, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
17,977
shares
|
$3.59 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
17,709
shares
|
$3.54 Million
1.1% of portfolio
|
Q3 2025
Added 76.24%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
17,674
shares
|
$3.53 Million
0.97% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
17,039
shares
|
$3.4 Million
0.08% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
16,698
shares
|
$3.34 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
16,692
shares
|
$3.33 Million
0.03% of portfolio
|
Q1 2024
Reduced 16.7%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
16,606
shares
|
$3.32 Million
0.02% of portfolio
|
Q3 2025
Added 106.36%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
16,576
shares
|
$3.31 Million
0.15% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
16,554
shares
|
$3.31 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
16,197
shares
|
$3.24 Million
0.22% of portfolio
|
Q3 2025
Added 12.42%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
16,092
shares
|
$3.21 Million
0.41% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
16,060
shares
|
$3.21 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Candriam S.C.A.
|
Nov 05, 2025 Q3 2025 |
15,922
shares
|
$3.18 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
15,834
shares
|
$3.16 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
15,645
shares
|
$3.13 Million
1.79% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
15,523
shares
|
$3.1 Million
0.02% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
15,315
shares
|
$3.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
15,265
shares
|
$3.05 Million
2.56% of portfolio
|
Q3 2025
Added 44.68%
|
|
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
Nov 14, 2025 Q3 2025 |
15,250
shares
|
$3.05 Million
1.81% of portfolio
|
Q4 2024
Reduced 69.65%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Oct 27, 2025 Q3 2025 |
15,000
shares
|
$3 Million
0.41% of portfolio
|
Q3 2025
Added 50.0%
|
|