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 |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
520
shares
|
$183,908
0.02% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
519
shares
|
$183,554
0.02% of portfolio
|
Q3 2024
Added 981.25%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
513
shares
|
$181,432
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
511
shares
|
$180,725
0.0% of portfolio
|
Q3 2024
Added 137.67%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
510
shares
|
$180,371
0.06% of portfolio
|
Q4 2024
Added 240.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
500
shares
|
$176,835
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
490
shares
|
$173,298
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
460
shares
|
$162,688
0.04% of portfolio
|
Q4 2024
Added 53.33%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
456
shares
|
$161,273
0.0% of portfolio
|
Q3 2024
Added 101.77%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
440
shares
|
$155,614
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
426
shares
|
$150,663
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
403
shares
|
$142,529
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
401
shares
|
$141,821
0.02% of portfolio
|
Q3 2024
Added 40000.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
400
shares
|
$141,468
0.01% of portfolio
|
Q3 2024
Added 852.38%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
391
shares
|
$138,284
0.0% of portfolio
|
Q4 2024
Added 62.92%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
390
shares
|
$137,931
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
378
shares
|
$133,687
0.0% of portfolio
|
Q4 2024
Added 136.25%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
374
shares
|
$132,272
0.01% of portfolio
|
Q3 2024
Added 695.74%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
360
shares
|
$127,321
0.01% of portfolio
|
Q3 2024
Added 1614.29%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
359
shares
|
$126,967
0.0% of portfolio
|
Q3 2024
Added 820.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
358
shares
|
$126,613
0.01% of portfolio
|
Q3 2024
Added 1527.27%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
341
shares
|
$120,601
0.03% of portfolio
|
Q4 2024
Added 62.38%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
320
shares
|
$113,174
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
312
shares
|
$110,345
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
300
shares
|
$106,101
0.03% of portfolio
|
Q4 2024
Reduced 70.0%
|