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 |
|---|---|---|---|---|---|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
3,210
shares
|
$641,197
0.47% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
3,210
shares
|
$641,197
0.01% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,186
shares
|
$636,403
0.09% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
3,180
shares
|
$635,205
0.05% of portfolio
|
Q3 2025
Added 21.19%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
3,170
shares
|
$633,207
0.38% of portfolio
|
Q3 2024
Added 1032.14%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
3,168
shares
|
$632,808
0.09% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Stf Management LP
Frisco, TX |
Nov 12, 2025 Q3 2025 |
3,132
shares
|
$625,617
0.37% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,123
shares
|
$623,819
0.02% of portfolio
|
Q3 2025
Reduced 22.53%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
3,101
shares
|
$619,424
0.02% of portfolio
|
Q4 2025
Reduced 24.6%
|
|
|
Iii Capital Management
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
3,100
shares
|
$619,225
0.26% of portfolio
|
Q3 2025
Added 425.42%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
3,055
shares
|
$610,236
0.01% of portfolio
|
Q2 2025
Added 21.96%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
3,010
shares
|
$601,247
0.05% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
Jan 29, 2025 Q4 2024 |
3,000
shares
|
$599,250
1.24% of portfolio
|
Q4 2024
Reduced 85.51%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,999
shares
|
$599,050
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
2,996
shares
|
$598,451
0.02% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
2,950
shares
|
$589,262
0.15% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2025 Q3 2025 |
2,943
shares
|
$587,864
0.17% of portfolio
|
Q2 2025
Reduced 26.11%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
2,938
shares
|
$586,865
0.01% of portfolio
|
Q4 2025
Added 38.06%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,936
shares
|
$586,466
0.1% of portfolio
|
Q3 2025
Reduced 63.09%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,904
shares
|
$580,074
0.01% of portfolio
|
Q3 2025
Reduced 76.2%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,901
shares
|
$579,474
0.0% of portfolio
|
Q3 2025
Reduced 55.51%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 12, 2026 Q4 2025 |
2,901
shares
|
$579,474
0.36% of portfolio
|
Q4 2025
Reduced 18.85%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
2,894
shares
|
$578,076
0.04% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
2,865
shares
|
$572,283
0.21% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,861
shares
|
$571,484
0.03% of portfolio
|
Q3 2025
Reduced 14.47%
|
|