Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 827 institutions that hold shares in the stock, with a total of 82 Million shares, which have been reported (via 13F filing form) to have a value of $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,100
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Added 501.17%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
4,074
shares
|
$1.44 Million
0.03% of portfolio
|
Q3 2024
Added 766.81%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
4,060
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Added 859.81%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,950
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2024
Added 1086.19%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,904
shares
|
$1.38 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
3,874
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Added 1235.86%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
3,822
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Added 54.42%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
3,810
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Added 852.5%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
3,754
shares
|
$1.33 Million
0.06% of portfolio
|
Q4 2024
Added 31.26%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,740
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Added 272.51%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,732
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
3,683
shares
|
$1.3 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
3,660
shares
|
$1.29 Million
0.17% of portfolio
|
Q3 2024
Added 908.26%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
3,639
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
3,623
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Added 1517.41%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
3,610
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
3,610
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,605
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Added 3905.56%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
3,570
shares
|
$1.26 Million
0.45% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
3,502
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2024
Added 892.07%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
3,439
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2024
Added 1137.05%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
3,426
shares
|
$1.21 Million
0.36% of portfolio
|
Q4 2024
Added 46.41%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
3,382
shares
|
$1.2 Million
0.36% of portfolio
|
Q3 2024
Added 1031.1%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,357
shares
|
$1.19 Million
0.06% of portfolio
|
Q3 2024
Added 1237.45%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
3,322
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 6.47%
|