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 |
|---|---|---|---|---|---|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
14,915
shares
|
$2.98 Million
0.71% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
Oct 29, 2025 Q3 2025 |
14,907
shares
|
$2.98 Million
2.92% of portfolio
|
Q3 2025
Reduced 58.52%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
14,854
shares
|
$2.97 Million
0.11% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
14,769
shares
|
$2.95 Million
0.04% of portfolio
|
Q3 2025
Reduced 37.14%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
14,524
shares
|
$2.9 Million
0.13% of portfolio
|
Q3 2025
Added 23.58%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
14,465
shares
|
$2.89 Million
0.31% of portfolio
|
Q3 2025
Added 19.46%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
14,426
shares
|
$2.88 Million
0.26% of portfolio
|
Q3 2025
Added 25.94%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
14,254
shares
|
$2.85 Million
2.61% of portfolio
|
Q3 2025
Added 27.63%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
13,987
shares
|
$2.79 Million
0.01% of portfolio
|
Q3 2025
Added 51.59%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
13,986
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,912
shares
|
$2.78 Million
0.03% of portfolio
|
Q3 2025
Added 24.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
13,850
shares
|
$2.77 Million
0.03% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
13,684
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
13,622
shares
|
$2.72 Million
0.19% of portfolio
|
Q3 2025
Added 27.7%
|
|
|
Capital International LTD
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
13,621
shares
|
$2.72 Million
0.17% of portfolio
|
Q2 2025
Reduced 26.29%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,360
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2025
Added 436.98%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
13,273
shares
|
$2.65 Million
0.57% of portfolio
|
Q3 2025
Reduced 85.08%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
13,249
shares
|
$2.65 Million
0.14% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
13,168
shares
|
$2.63 Million
0.09% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
13,089
shares
|
$2.61 Million
0.08% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13,060
shares
|
$2.61 Million
0.05% of portfolio
|
Q3 2025
Added 161.2%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
12,842
shares
|
$2.57 Million
1.1% of portfolio
|
Q3 2025
Reduced 81.31%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
12,709
shares
|
$2.54 Million
0.44% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
12,641
shares
|
$2.53 Million
0.07% of portfolio
|
Q3 2025
Added 335.9%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
12,561
shares
|
$2.51 Million
0.01% of portfolio
|
Q3 2025
Added 26.83%
|
|