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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
2,861
shares
|
$571,484
0.05% of portfolio
|
Q2 2025
Reduced 43.45%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
2,848
shares
|
$568,888
0.09% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
2,844
shares
|
$568,089
0.03% of portfolio
|
Q3 2025
Added 29.57%
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
2,842
shares
|
$567,689
0.21% of portfolio
|
Q3 2025
Added 98.19%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
2,821
shares
|
$563,494
0.09% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
2,817
shares
|
$562,695
0.46% of portfolio
|
Q3 2025
Added 48.81%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,807
shares
|
$560,698
0.0% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
2,785
shares
|
$556,303
0.26% of portfolio
|
Q4 2025
Reduced 1.45%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Nov 06, 2025 Q3 2025 |
2,779
shares
|
$555,105
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,778
shares
|
$554,905
0.07% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
2,743
shares
|
$547,914
0.09% of portfolio
|
Q3 2025
Added 231.68%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
2,742
shares
|
$547,714
0.03% of portfolio
|
Q4 2025
Reduced 32.21%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
2,734
shares
|
$546,116
0.07% of portfolio
|
Q3 2025
Reduced 59.38%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,707
shares
|
$540,723
0.02% of portfolio
|
Q3 2025
Reduced 44.81%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
2,704
shares
|
$540,124
0.03% of portfolio
|
Q3 2025
Added 282.46%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
2,693
shares
|
$537,926
0.19% of portfolio
|
Q3 2025
Added 32.53%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
2,685
shares
|
$536,328
0.2% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
2,672
shares
|
$533,732
0.01% of portfolio
|
Q4 2025
Reduced 5.32%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
2,671
shares
|
$533,532
0.04% of portfolio
|
Q4 2025
Reduced 31.16%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
2,660
shares
|
$531,335
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
2,658
shares
|
$530,935
0.49% of portfolio
|
Q3 2025
Added 76.03%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
2,640
shares
|
$527,340
0.14% of portfolio
|
Q4 2025
Added 4.43%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
2,618
shares
|
$522,945
0.05% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Nov 12, 2025 Q3 2025 |
2,610
shares
|
$521,347
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
2,609
shares
|
$521,147
0.03% of portfolio
|
Q3 2025
New holding
|
|