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 |
|---|---|---|---|---|---|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$707,340
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
2,000
shares
|
$707,340
0.06% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
American Asset Management Inc.
|
Jan 16, 2025 Q4 2024 |
2,000
shares
|
$707,340
2.57% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,000
shares
|
$707,340
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$707,340
0.1% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
2,000
shares
|
$707,340
0.01% of portfolio
|
Q3 2024
Added 952.63%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$707,340
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
2,000
shares
|
$707,340
0.18% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,998
shares
|
$706,632
0.07% of portfolio
|
Q3 2024
Added 874.63%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
1,976
shares
|
$698,851
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,960
shares
|
$693,193
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
1,948
shares
|
$688,949
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
1,931
shares
|
$682,936
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,920
shares
|
$679,046
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
1,917
shares
|
$677,985
0.07% of portfolio
|
Q4 2024
Added 44.24%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,915
shares
|
$677,278
0.0% of portfolio
|
Q3 2024
Added 902.62%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,910
shares
|
$675,509
0.01% of portfolio
|
Q3 2024
Added 1108.86%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,890
shares
|
$668,436
0.0% of portfolio
|
Q3 2024
Added 921.62%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,888
shares
|
$667,728
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,871
shares
|
$661,716
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
1,870
shares
|
$661,362
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
1,825
shares
|
$645,447
0.12% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
1,785
shares
|
$631,300
0.0% of portfolio
|
Q3 2024
Added 1001.85%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,780
shares
|
$629,532
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
1,770
shares
|
$625,995
0.26% of portfolio
|
Q3 2024
New holding
|