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 |
|---|---|---|---|---|---|
|
Ing Groep Nv
|
Nov 06, 2025 Q3 2025 |
2,229
shares
|
$445,242
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
2,213
shares
|
$442,046
0.0% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
2,199
shares
|
$439,250
0.01% of portfolio
|
Q3 2025
Added 26.6%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
2,176
shares
|
$434,656
0.01% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
2,171
shares
|
$433,657
0.18% of portfolio
|
Q3 2025
Reduced 73.44%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,169
shares
|
$433,257
0.02% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
2,167
shares
|
$432,858
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
2,157
shares
|
$430,860
0.01% of portfolio
|
Q3 2025
Reduced 55.03%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
2,155
shares
|
$430,461
0.07% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
2,122
shares
|
$423,869
0.0% of portfolio
|
Q3 2025
Reduced 85.8%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
2,101
shares
|
$419,674
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
2,097
shares
|
$418,875
0.06% of portfolio
|
Q3 2025
Added 23.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,095
shares
|
$418,476
0.01% of portfolio
|
Q3 2025
Added 26.43%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
2,094
shares
|
$418,276
0.0% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Patient Capital Management, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
2,092
shares
|
$417,877
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
2,082
shares
|
$415,879
0.02% of portfolio
|
Q3 2025
Added 260.83%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
2,073
shares
|
$414,081
0.01% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
2,070
shares
|
$413,482
0.02% of portfolio
|
Q3 2025
Added 64.42%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
2,069
shares
|
$413,282
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
2,058
shares
|
$411,085
0.01% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
2,055
shares
|
$410,486
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
2,040
shares
|
$407,490
0.11% of portfolio
|
Q3 2025
Reduced 24.05%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,018
shares
|
$403,095
0.0% of portfolio
|
Q3 2023
Reduced 38.96%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
2,014
shares
|
$402,296
0.0% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Ionic Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,002
shares
|
$399,899
0.07% of portfolio
|
Q3 2025
Added 114.81%
|
|