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 |
|---|---|---|---|---|---|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
4,799
shares
|
$958,600
0.05% of portfolio
|
Q3 2025
Reduced 29.27%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
4,784
shares
|
$955,604
0.45% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
4,766
shares
|
$952,008
1.53% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,764
shares
|
$951,609
0.02% of portfolio
|
Q3 2025
Added 21.5%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
4,754
shares
|
$949,611
0.1% of portfolio
|
Q3 2025
Reduced 44.93%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
4,675
shares
|
$933,831
0.04% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
4,670
shares
|
$932,832
1.07% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
4,660
shares
|
$930,835
0.23% of portfolio
|
Q3 2025
Added 490.62%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
4,644
shares
|
$927,639
0.11% of portfolio
|
Q4 2025
Reduced 87.69%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
4,604
shares
|
$919,649
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,566
shares
|
$912,058
0.01% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,492
shares
|
$897,277
0.04% of portfolio
|
Q3 2025
Reduced 80.13%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
4,460
shares
|
$890,885
0.01% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
4,440
shares
|
$886,890
0.68% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
4,427
shares
|
$884,293
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,408
shares
|
$880,498
0.1% of portfolio
|
Q3 2025
Added 688.55%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,399
shares
|
$878,700
0.01% of portfolio
|
Q3 2025
Added 17.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
4,360
shares
|
$870,910
0.04% of portfolio
|
Q3 2025
Reduced 23.12%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
4,356
shares
|
$870,111
0.56% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
4,352
shares
|
$869,312
0.01% of portfolio
|
Q3 2025
Reduced 47.52%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
4,330
shares
|
$864,917
0.62% of portfolio
|
Q4 2024
Reduced 66.69%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
4,310
shares
|
$860,922
0.08% of portfolio
|
Q3 2025
Added 34.39%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Nov 13, 2025 Q3 2025 |
4,307
shares
|
$860,323
1.25% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Polianta LTD
|
Oct 16, 2025 Q3 2025 |
4,300
shares
|
$858,925
0.57% of portfolio
|
Q3 2025
Added 26.47%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
4,300
shares
|
$858,925
0.01% of portfolio
|
Q2 2025
Reduced 4.44%
|
|