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 |
|---|---|---|---|---|---|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
1,849
shares
|
$369,337
0.0% of portfolio
|
Q3 2025
Added 46.28%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,829
shares
|
$365,342
0.06% of portfolio
|
Q3 2025
Added 24.0%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
1,825
shares
|
$364,543
0.06% of portfolio
|
Q3 2025
Added 45.77%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,808
shares
|
$361,148
0.09% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
1,804
shares
|
$360,349
0.01% of portfolio
|
Q3 2025
Added 33.63%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,803
shares
|
$360,149
0.02% of portfolio
|
Q1 2025
Reduced 31.76%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,797
shares
|
$358,950
0.24% of portfolio
|
Q3 2025
Reduced 18.54%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
1,789
shares
|
$357,352
0.06% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
1,788
shares
|
$357,153
0.14% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
1,786
shares
|
$356,753
0.0% of portfolio
|
Q3 2025
Added 17.42%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
1,785
shares
|
$356,553
0.1% of portfolio
|
Q3 2025
Added 43.72%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
1,774
shares
|
$354,356
0.01% of portfolio
|
Q3 2025
Reduced 19.36%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
1,772
shares
|
$353,957
0.1% of portfolio
|
Q3 2025
Reduced 15.58%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
1,768
shares
|
$353,158
0.05% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
1,767
shares
|
$352,958
0.17% of portfolio
|
Q3 2025
Added 53.65%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
1,764
shares
|
$352,359
0.0% of portfolio
|
Q3 2025
Reduced 67.36%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
1,763
shares
|
$352,159
0.04% of portfolio
|
Q3 2025
Reduced 13.11%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,761
shares
|
$351,759
0.04% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
1,757
shares
|
$350,960
0.17% of portfolio
|
Q3 2025
Reduced 38.72%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
1,754
shares
|
$350,361
0.04% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
1,754
shares
|
$350,361
0.01% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
1,751
shares
|
$349,762
0.37% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
1,748
shares
|
$349,163
0.01% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,736
shares
|
$346,766
0.17% of portfolio
|
Q3 2022
Added 23.47%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
1,730
shares
|
$345,567
0.02% of portfolio
|
Q3 2025
Added 127.63%
|
|