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 |
|---|---|---|---|---|---|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,795
shares
|
$988,507
0.07% of portfolio
|
Q3 2024
Added 1297.5%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
2,779
shares
|
$982,848
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,773
shares
|
$980,726
0.02% of portfolio
|
Q4 2024
Added 13.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
2,760
shares
|
$976,129
0.0% of portfolio
|
Q3 2024
Added 813.91%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,737
shares
|
$967,994
0.01% of portfolio
|
Q4 2024
Added 45.66%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,729
shares
|
$965,165
0.25% of portfolio
|
Q4 2024
Added 30.7%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,729
shares
|
$965,165
0.08% of portfolio
|
Q3 2024
Added 1218.36%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
2,718
shares
|
$961,275
0.37% of portfolio
|
Q3 2024
Added 1158.33%
|
|
|
Polianta LTD
|
Jan 16, 2025 Q4 2024 |
2,700
shares
|
$954,909
0.37% of portfolio
|
Q4 2024
Reduced 65.38%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
2,695
shares
|
$953,140
0.01% of portfolio
|
Q4 2024
Added 8593.55%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,642
shares
|
$934,396
0.06% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
2,630
shares
|
$930,152
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
2,630
shares
|
$930,152
0.12% of portfolio
|
Q3 2024
Added 1005.04%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
2,610
shares
|
$923,078
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
2,600
shares
|
$919,542
0.36% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,598
shares
|
$918,834
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,550
shares
|
$901,858
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,545
shares
|
$900,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
2,520
shares
|
$891,248
0.0% of portfolio
|
Q3 2024
Added 320.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,510
shares
|
$887,711
0.02% of portfolio
|
Q3 2020
Reduced 95.22%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
2,485
shares
|
$878,869
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
2,467
shares
|
$872,503
0.02% of portfolio
|
Q3 2024
Added 1395.15%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
2,466
shares
|
$872,150
0.0% of portfolio
|
Q3 2024
Reduced 67.94%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,430
shares
|
$859,418
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,411
shares
|
$852,698
0.1% of portfolio
|
Q4 2024
Added 6.59%
|