Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,303 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 |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
1,725
shares
|
$344,568
0.03% of portfolio
|
Q3 2025
Added 32.49%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
1,723
shares
|
$344,169
0.08% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
1,708
shares
|
$341,173
0.09% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
1,700
shares
|
$339,575
0.02% of portfolio
|
Q3 2025
Added 41.67%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
1,680
shares
|
$335,580
0.02% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
1,661
shares
|
$331,784
0.0% of portfolio
|
Q3 2025
Added 117.41%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
1,640
shares
|
$327,590
0.01% of portfolio
|
Q3 2025
Added 102.47%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
1,626
shares
|
$324,793
0.2% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
1,624
shares
|
$324,394
0.22% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,618
shares
|
$323,195
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
1,615
shares
|
$322,596
0.05% of portfolio
|
Q4 2025
Reduced 39.08%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
1,615
shares
|
$322,596
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Dec 03, 2025 Q3 2025 |
1,606
shares
|
$320,798
1.27% of portfolio
|
Q1 2025
Added 28.48%
|
|
|
Dillon & Associates Inc
|
Oct 28, 2025 Q3 2025 |
1,605
shares
|
$320,598
0.07% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
1,605
shares
|
$320,598
0.34% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,600
shares
|
$319,600
0.19% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
1,600
shares
|
$319,600
0.22% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
1,596
shares
|
$318,801
0.1% of portfolio
|
Q3 2025
Reduced 34.62%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
1,590
shares
|
$317,602
0.0% of portfolio
|
Q3 2025
Added 13.65%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
1,586
shares
|
$316,803
0.17% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,585
shares
|
$316,603
0.06% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
1,581
shares
|
$315,804
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Citrine Capital LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
1,579
shares
|
$315,405
0.24% of portfolio
|
Q3 2025
Reduced 19.32%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
1,573
shares
|
$314,206
0.03% of portfolio
|
Q4 2025
Reduced 0.06%
|
|
|
Alpine Global Management, LLC
New York, NY |
Nov 21, 2025 Q3 2025 |
1,570
shares
|
$313,607
0.15% of portfolio
|
Q3 2025
Reduced 4.33%
|
|