Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 888 institutions that hold shares in the stock, with a total of 82.3 Million shares, which have been reported (via 13F filing form) to have a value of $27.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,998
shares
|
$693,485
0.07% of portfolio
|
Q3 2024
Added 874.63%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,977
shares
|
$686,196
0.01% of portfolio
|
Q4 2024
Added 349.32%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
1,976
shares
|
$685,849
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,960
shares
|
$680,296
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
1,948
shares
|
$676,131
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
1,942
shares
|
$674,048
0.0% of portfolio
|
Q4 2024
Added 41.65%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
1,931
shares
|
$670,230
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,920
shares
|
$666,412
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
1,917
shares
|
$665,371
0.07% of portfolio
|
Q4 2024
Added 44.24%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,910
shares
|
$662,941
0.01% of portfolio
|
Q3 2024
Added 1108.86%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,890
shares
|
$656,000
0.0% of portfolio
|
Q3 2024
Added 921.62%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,888
shares
|
$655,305
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,871
shares
|
$649,405
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
1,870
shares
|
$649,058
0.07% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
1,826
shares
|
$633,786
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
1,825
shares
|
$633,439
0.12% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
1,785
shares
|
$619,555
0.0% of portfolio
|
Q3 2024
Added 1001.85%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,780
shares
|
$617,820
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
1,770
shares
|
$614,349
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,756
shares
|
$609,490
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
1,748
shares
|
$606,713
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,743
shares
|
$604,977
0.02% of portfolio
|
Q3 2024
Added 2051.85%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,736
shares
|
$602,548
0.17% of portfolio
|
Q3 2022
Added 23.47%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
1,734
shares
|
$601,854
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,730
shares
|
$600,465
0.08% of portfolio
|
Q3 2024
Added 905.81%
|