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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
300
shares
|
$106,101
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
296
shares
|
$104,686
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
290
shares
|
$102,564
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
265
shares
|
$93,722
0.01% of portfolio
|
Q4 2024
Added 103.85%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
250
shares
|
$88,417
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
250
shares
|
$88,417
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
250
shares
|
$88,417
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
240
shares
|
$84,880
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
230
shares
|
$81,344
0.01% of portfolio
|
Q3 2024
Added 666.67%
|
|
|
Capital Wealth Planning, LLC
|
Nov 12, 2024 Q3 2024 |
229
shares
|
$80,990
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
218
shares
|
$77,100
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
212
shares
|
$74,978
0.01% of portfolio
|
Q1 2022
Reduced 86.32%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
210
shares
|
$74,270
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
210
shares
|
$74,270
0.04% of portfolio
|
Q4 2024
Added 61.54%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
206
shares
|
$72,856
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
204
shares
|
$72,148
0.0% of portfolio
|
Q3 2024
Added 750.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
200
shares
|
$70,734
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
200
shares
|
$70,734
0.03% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
190
shares
|
$67,197
0.03% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
190
shares
|
$67,197
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
190
shares
|
$67,197
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
177
shares
|
$62,599
0.0% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
175
shares
|
$61,892
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
172
shares
|
$60,831
0.0% of portfolio
|
Q4 2024
Added 258.33%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
170
shares
|
$60,123
0.0% of portfolio
|
Q3 2024
Added 900.0%
|