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 |
|---|---|---|---|---|---|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
5,300
shares
|
$1.06 Million
0.43% of portfolio
|
Q3 2025
Added 51.43%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
5,271
shares
|
$1.05 Million
0.74% of portfolio
|
Q3 2025
Reduced 25.93%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
5,240
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2025
Reduced 15.24%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,216
shares
|
$1.04 Million
0.14% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
5,212
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2025
Reduced 36.14%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
5,209
shares
|
$1.04 Million
0.98% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
5,191
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 29.1%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
5,181
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
5,167
shares
|
$1.03 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
5,157
shares
|
$1.03 Million
0.36% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,150
shares
|
$1.03 Million
0.88% of portfolio
|
Q3 2025
Added 30.38%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
5,117
shares
|
$1.02 Million
0.55% of portfolio
|
Q3 2025
Added 34.66%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
5,097
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2025
Added 22.17%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
5,096
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.86%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
5,095
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
5,091
shares
|
$1.02 Million
0.81% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
5,057
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 12, 2025 Q3 2025 |
5,050
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
5,022
shares
|
$1 Million
0.02% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,995
shares
|
$997,751
0.01% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
4,987
shares
|
$996,153
0.08% of portfolio
|
Q3 2025
Reduced 25.47%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
4,943
shares
|
$987,364
0.02% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
4,903
shares
|
$979,374
0.3% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
4,847
shares
|
$968,188
0.54% of portfolio
|
Q3 2025
Reduced 51.1%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
4,805
shares
|
$959,798
0.02% of portfolio
|
Q3 2025
Reduced 1.64%
|
|