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 |
|---|---|---|---|---|---|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$399,500
0.09% of portfolio
|
Q3 2025
Added 21.21%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$399,500
0.16% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
2,000
shares
|
$399,500
0.17% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 14, 2025 Q3 2025 |
1,997
shares
|
$398,900
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,980
shares
|
$395,505
0.01% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,969
shares
|
$393,307
0.08% of portfolio
|
Q3 2025
Reduced 45.18%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
1,963
shares
|
$392,109
0.02% of portfolio
|
Q3 2025
Reduced 14.24%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,962
shares
|
$391,909
0.07% of portfolio
|
Q4 2025
Reduced 60.59%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
1,960
shares
|
$391,510
0.14% of portfolio
|
Q3 2025
Added 100.41%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
1,942
shares
|
$387,914
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,934
shares
|
$386,316
0.0% of portfolio
|
Q3 2025
Reduced 97.67%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
1,918
shares
|
$383,120
0.02% of portfolio
|
Q3 2025
Reduced 14.76%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
1,910
shares
|
$381,522
0.04% of portfolio
|
Q3 2025
Added 71.15%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,908
shares
|
$381,123
0.19% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
1,906
shares
|
$380,723
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,902
shares
|
$379,924
0.03% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Nov 10, 2025 Q3 2025 |
1,900
shares
|
$379,525
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,896
shares
|
$378,726
0.17% of portfolio
|
Q3 2025
Added 52.53%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
1,895
shares
|
$378,526
0.08% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
1,891
shares
|
$377,727
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
1,888
shares
|
$377,128
0.06% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
1,875
shares
|
$374,531
0.34% of portfolio
|
Q3 2025
Added 170.56%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,865
shares
|
$372,533
0.0% of portfolio
|
Q3 2025
Reduced 97.38%
|
|
|
Tl Private Wealth
|
Jan 12, 2026 Q4 2025 |
1,860
shares
|
$371,535
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
1,860
shares
|
$371,535
0.01% of portfolio
|
Q3 2025
New holding
|
|