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 |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
4,295
shares
|
$857,926
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
4,287
shares
|
$856,328
0.58% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
4,273
shares
|
$853,531
0.05% of portfolio
|
Q3 2025
Added 18.2%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,256
shares
|
$850,136
0.01% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,227
shares
|
$844,343
0.09% of portfolio
|
Q3 2025
Reduced 17.76%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
4,227
shares
|
$844,343
0.58% of portfolio
|
Q3 2025
Added 17.22%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
4,201
shares
|
$839,149
0.03% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
4,194
shares
|
$837,751
0.05% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
4,100
shares
|
$818,975
0.57% of portfolio
|
Q2 2025
Added 310.0%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
4,067
shares
|
$812,383
1.01% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 07, 2025 Q3 2025 |
4,053
shares
|
$809,586
0.14% of portfolio
|
Q3 2025
Added 27.45%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
4,025
shares
|
$803,993
0.03% of portfolio
|
Q3 2025
Added 168.33%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
3,996
shares
|
$798,201
0.01% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
3,995
shares
|
$798,001
0.09% of portfolio
|
Q4 2025
Reduced 55.41%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,988
shares
|
$796,603
0.06% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
3,974
shares
|
$793,806
0.05% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
3,925
shares
|
$784,018
0.09% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
3,924
shares
|
$783,819
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Nov 05, 2025 Q3 2025 |
3,898
shares
|
$778,625
0.12% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
3,885
shares
|
$776,028
0.1% of portfolio
|
Q3 2025
Added 145.89%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
3,854
shares
|
$769,836
0.04% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,797
shares
|
$758,450
0.0% of portfolio
|
Q3 2025
Added 660.92%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,779
shares
|
$754,855
0.02% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
3,774
shares
|
$753,856
0.02% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,766
shares
|
$752,258
0.15% of portfolio
|
Q3 2025
Reduced 14.78%
|
|