Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,137 institutions that hold shares in the stock, with a total of 93.6 Million shares, which have been reported (via 13F filing form) to have a value of $26.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
1,753
shares
|
$533,315
0.01% of portfolio
|
Q4 2024
Reduced 17.31%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
1,751
shares
|
$532,706
0.37% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
1,750
shares
|
$532,402
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,736
shares
|
$528,143
0.17% of portfolio
|
Q3 2022
Added 23.47%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
1,720
shares
|
$523,275
0.09% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
1,693
shares
|
$515,061
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
1,683
shares
|
$512,019
0.01% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,670
shares
|
$508,064
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,667
shares
|
$507,151
0.15% of portfolio
|
Q4 2024
Added 52.1%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
1,666
shares
|
$506,847
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
1,655
shares
|
$503,500
0.01% of portfolio
|
Q4 2024
Added 19.06%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,636
shares
|
$497,720
0.0% of portfolio
|
Q4 2024
Added 123.19%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
1,630
shares
|
$495,894
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,627
shares
|
$494,982
0.0% of portfolio
|
Q4 2024
Reduced 92.36%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
1,625
shares
|
$494,373
0.21% of portfolio
|
Q4 2024
Added 17.75%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,616
shares
|
$491,635
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Feb 10, 2025 Q4 2024 |
1,615
shares
|
$491,331
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
1,612
shares
|
$490,418
0.01% of portfolio
|
Q4 2024
Reduced 31.38%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
1,607
shares
|
$488,897
0.2% of portfolio
|
Q3 2024
Added 792.78%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
1,605
shares
|
$488,289
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,600
shares
|
$486,768
0.21% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
1,595
shares
|
$485,246
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
1,588
shares
|
$483,117
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
1,587
shares
|
$482,813
0.09% of portfolio
|
Q4 2024
Reduced 47.1%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,573
shares
|
$478,553
0.24% of portfolio
|
Q4 2024
Added 7.89%
|