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 |
|---|---|---|---|---|---|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
2,589
shares
|
$517,152
0.12% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,582
shares
|
$515,754
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
2,559
shares
|
$511,160
0.54% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,554
shares
|
$510,161
0.05% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,537
shares
|
$506,765
0.14% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
2,536
shares
|
$506,566
0.2% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
2,521
shares
|
$503,569
0.03% of portfolio
|
Q3 2025
Reduced 28.56%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
2,520
shares
|
$503,370
0.01% of portfolio
|
Q3 2025
Added 87.78%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,513
shares
|
$501,971
0.0% of portfolio
|
Q3 2025
Added 21.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,510
shares
|
$501,372
0.02% of portfolio
|
Q3 2020
Reduced 95.22%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
2,478
shares
|
$494,980
0.03% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
2,469
shares
|
$493,182
0.4% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
2,427
shares
|
$484,793
0.08% of portfolio
|
Q3 2025
Added 68.31%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
2,404
shares
|
$480,199
0.02% of portfolio
|
Q3 2025
Added 281.59%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
2,400
shares
|
$479,400
0.44% of portfolio
|
Q3 2025
Added 72.54%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
2,362
shares
|
$471,809
0.05% of portfolio
|
Q4 2025
Reduced 6.97%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
2,341
shares
|
$467,614
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
2,330
shares
|
$465,417
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
2,323
shares
|
$464,019
0.01% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
2,320
shares
|
$463,420
0.43% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,297
shares
|
$458,825
0.31% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,290
shares
|
$457,427
0.03% of portfolio
|
Q3 2025
Added 62.3%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
2,280
shares
|
$455,430
0.07% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,269
shares
|
$453,232
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
2,265
shares
|
$452,433
0.05% of portfolio
|
Q3 2025
Added 250.08%
|
|