Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,299 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
7,091
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
7,079
shares
|
$1.41 Million
2.25% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
7,011
shares
|
$1.4 Million
0.25% of portfolio
|
Q3 2025
Added 14.41%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
6,975
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Added 664.8%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Nov 10, 2025 Q3 2025 |
6,967
shares
|
$1.39 Million
0.19% of portfolio
|
Q3 2025
Added 20.91%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
6,948
shares
|
$1.39 Million
0.15% of portfolio
|
Q3 2025
Added 10.55%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
6,944
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2025
Reduced 3.21%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
6,937
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 92.91%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
6,873
shares
|
$1.37 Million
0.37% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,867
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
6,811
shares
|
$1.36 Million
2.29% of portfolio
|
Q2 2025
Reduced 8.75%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,768
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
6,753
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Added 557.55%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
6,719
shares
|
$1.34 Million
0.12% of portfolio
|
Q3 2025
Added 15.01%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
6,621
shares
|
$1.32 Million
0.4% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
6,617
shares
|
$1.32 Million
0.06% of portfolio
|
Q2 2025
Reduced 52.65%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
6,600
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 86.53%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
6,590
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
6,540
shares
|
$1.31 Million
0.59% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
6,515
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.38%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
6,504
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Added 652.78%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
6,499
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 18.49%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
6,478
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
6,435
shares
|
$1.29 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.53%
|
|