Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 827 institutions that hold shares in the stock, with a total of 82 Million shares, which have been reported (via 13F filing form) to have a value of $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
1,083
shares
|
$383,024
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
1,065
shares
|
$376,658
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
1,037
shares
|
$366,755
0.03% of portfolio
|
Q4 2024
Reduced 19.74%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
1,028
shares
|
$363,572
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1,005
shares
|
$355,438
0.09% of portfolio
|
Q4 2024
Added 66.94%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,002
shares
|
$354,377
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
1,000
shares
|
$353,670
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,000
shares
|
$353,670
0.14% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
992
shares
|
$350,840
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
977
shares
|
$345,535
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
967
shares
|
$341,998
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
953
shares
|
$337,047
0.09% of portfolio
|
Q4 2024
Reduced 38.91%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
935
shares
|
$330,681
0.19% of portfolio
|
Q3 2024
Added 765.74%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
919
shares
|
$325,022
1.16% of portfolio
|
Q4 2023
Reduced 21.25%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
917
shares
|
$324,315
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
917
shares
|
$324,315
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
900
shares
|
$318,303
0.01% of portfolio
|
Q3 2024
Added 1700.0%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
880
shares
|
$311,229
0.05% of portfolio
|
Q4 2024
Added 104.65%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
852
shares
|
$301,326
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
851
shares
|
$300,973
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
850
shares
|
$300,619
0.01% of portfolio
|
Q2 2024
Added 30.37%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
833
shares
|
$294,607
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
820
shares
|
$290,009
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
800
shares
|
$282,936
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
800
shares
|
$282,936
0.0% of portfolio
|
Q3 2023
Reduced 38.46%
|