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 |
|---|---|---|---|---|---|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
9,994
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Added 39.5%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
9,768
shares
|
$1.95 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
9,756
shares
|
$1.95 Million
0.16% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
9,663
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 82.87%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
9,590
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
9,576
shares
|
$1.91 Million
0.16% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
9,533
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
9,444
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
9,443
shares
|
$1.89 Million
0.33% of portfolio
|
Q3 2025
Added 195.93%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
9,438
shares
|
$1.89 Million
0.06% of portfolio
|
Q4 2025
Reduced 2.86%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
9,395
shares
|
$1.88 Million
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
9,324
shares
|
$1.86 Million
0.15% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
9,248
shares
|
$1.85 Million
0.48% of portfolio
|
Q3 2025
Added 1096.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
9,216
shares
|
$1.84 Million
0.06% of portfolio
|
Q3 2025
Added 12.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
9,204
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Added 336.0%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
9,175
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
9,170
shares
|
$1.83 Million
0.05% of portfolio
|
Q3 2025
Reduced 73.11%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
9,054
shares
|
$1.81 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
9,005
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
8,931
shares
|
$1.78 Million
0.09% of portfolio
|
Q3 2025
Reduced 59.94%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
8,917
shares
|
$1.78 Million
0.06% of portfolio
|
Q4 2025
Added 26.81%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
8,810
shares
|
$1.76 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
8,802
shares
|
$1.76 Million
0.09% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
8,769
shares
|
$1.75 Million
0.38% of portfolio
|
Q3 2025
Added 54.19%
|
|
|
Assenagon Asset Management S.A.
|
Jan 09, 2026 Q4 2025 |
8,448
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2025
Reduced 0.42%
|
|