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 |
|---|---|---|---|---|---|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 13, 2025 Q3 2025 |
8,380
shares
|
$1.67 Million
1.34% of portfolio
|
Q3 2025
Reduced 37.3%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,279
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2025
Added 87.18%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
8,273
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2025
Added 39.75%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,205
shares
|
$1.64 Million
0.1% of portfolio
|
Q3 2025
Added 422.61%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
8,154
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.5%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,997
shares
|
$1.6 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Wallace Hart LLC
Lexington, KY |
Nov 04, 2025 Q3 2025 |
7,940
shares
|
$1.59 Million
1.88% of portfolio
|
Q3 2025
Reduced 27.11%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,872
shares
|
$1.57 Million
0.59% of portfolio
|
Q4 2024
Added 188.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,804
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
7,697
shares
|
$1.54 Million
0.23% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
7,690
shares
|
$1.54 Million
0.65% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
7,647
shares
|
$1.53 Million
0.98% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
7,545
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,544
shares
|
$1.51 Million
1.49% of portfolio
|
Q3 2025
Reduced 19.97%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
7,500
shares
|
$1.5 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
7,483
shares
|
$1.49 Million
0.07% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
7,482
shares
|
$1.49 Million
1.66% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
7,429
shares
|
$1.48 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
7,415
shares
|
$1.48 Million
0.15% of portfolio
|
Q3 2025
Added 42.87%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
7,313
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,284
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
7,177
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
7,174
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.55%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,165
shares
|
$1.43 Million
0.33% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
7,163
shares
|
$1.43 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.71%
|
|