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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
6,381
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2025
Reduced 32.2%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
6,370
shares
|
$1.27 Million
0.94% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Vennlight Capital Management, LP
Weston, CT |
Nov 14, 2025 Q3 2025 |
6,317
shares
|
$1.26 Million
2.65% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
6,242
shares
|
$1.25 Million
2.29% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
6,113
shares
|
$1.22 Million
0.93% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,060
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2024
Added 31.51%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Dec 12, 2025 Q3 2025 |
5,992
shares
|
$1.2 Million
3.11% of portfolio
|
Q3 2025
Reduced 49.0%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
5,970
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 84.66%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
5,949
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
5,879
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2025
Added 47.86%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
5,825
shares
|
$1.16 Million
0.48% of portfolio
|
Q3 2025
Added 549.39%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
5,819
shares
|
$1.16 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,792
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
5,763
shares
|
$1.15 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
5,761
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
5,700
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Added 122.66%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
5,665
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
5,614
shares
|
$1.12 Million
0.62% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,542
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 19.93%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
5,500
shares
|
$1.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
5,443
shares
|
$1.09 Million
1.03% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,426
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
5,400
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2025
Reduced 13.83%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,352
shares
|
$1.07 Million
0.22% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,345
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 42.53%
|
|