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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,742
shares
|
$747,464
0.01% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
3,704
shares
|
$739,874
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
3,700
shares
|
$739,075
0.03% of portfolio
|
Q3 2025
Added 210.92%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
3,680
shares
|
$735,080
0.23% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,676
shares
|
$734,281
0.03% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
3,655
shares
|
$730,086
0.04% of portfolio
|
Q4 2025
Reduced 14.06%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,649
shares
|
$728,887
0.01% of portfolio
|
Q3 2025
Added 19.21%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
3,629
shares
|
$724,892
0.08% of portfolio
|
Q3 2025
Added 321.0%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
3,610
shares
|
$721,097
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
3,599
shares
|
$718,900
1.33% of portfolio
|
Q2 2025
Reduced 40.25%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
3,584
shares
|
$715,904
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
3,545
shares
|
$708,113
0.05% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
3,441
shares
|
$687,339
0.35% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,430
shares
|
$685,142
0.01% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,426
shares
|
$684,343
0.03% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
3,413
shares
|
$681,746
0.51% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
3,403
shares
|
$679,749
0.0% of portfolio
|
Q4 2025
Reduced 80.96%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
3,317
shares
|
$662,570
0.02% of portfolio
|
Q3 2025
Reduced 77.53%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
3,286
shares
|
$656,378
0.02% of portfolio
|
Q3 2025
Added 83.88%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,261
shares
|
$651,384
0.01% of portfolio
|
Q3 2025
Added 11.15%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
3,260
shares
|
$651,185
0.16% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
3,240
shares
|
$647,190
0.18% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
3,238
shares
|
$646,790
0.01% of portfolio
|
Q3 2025
Added 169.83%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,230
shares
|
$645,192
0.01% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,212
shares
|
$641,597
0.04% of portfolio
|
Q3 2025
Reduced 3.57%
|
|