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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,562
shares
|
$312,009
0.02% of portfolio
|
Q3 2025
Reduced 37.77%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
1,559
shares
|
$311,410
0.01% of portfolio
|
Q3 2025
Added 29.27%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
1,552
shares
|
$310,012
0.07% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,547
shares
|
$309,013
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,518
shares
|
$303,220
0.01% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
1,505
shares
|
$300,623
0.12% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,503
shares
|
$300,224
0.01% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
1,496
shares
|
$298,826
0.06% of portfolio
|
Q3 2025
Added 29.3%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
1,490
shares
|
$297,627
0.4% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
1,477
shares
|
$295,030
0.02% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
1,474
shares
|
$294,431
0.08% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
1,470
shares
|
$293,632
0.13% of portfolio
|
Q3 2025
Added 153.89%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,466
shares
|
$292,833
0.01% of portfolio
|
Q2 2025
Added 63.07%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
1,457
shares
|
$291,035
0.01% of portfolio
|
Q4 2025
Added 20.31%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,455
shares
|
$290,636
0.06% of portfolio
|
Q3 2025
Added 219.78%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
1,450
shares
|
$289,637
0.1% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
1,446
shares
|
$288,838
0.01% of portfolio
|
Q3 2025
Added 37.98%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,416
shares
|
$282,846
0.02% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
1,392
shares
|
$278,052
0.03% of portfolio
|
Q3 2025
Reduced 41.41%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
1,391
shares
|
$277,852
0.02% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Vista Finance, LLC
|
Oct 08, 2025 Q3 2025 |
1,388
shares
|
$277,253
0.49% of portfolio
|
Q3 2025
Added 34.37%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
1,385
shares
|
$276,653
0.14% of portfolio
|
Q3 2025
Added 24.77%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,349
shares
|
$269,462
0.03% of portfolio
|
Q3 2025
Added 210.83%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
1,348
shares
|
$269,263
0.02% of portfolio
|
Q4 2025
Reduced 27.33%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,348
shares
|
$269,263
0.01% of portfolio
|
Q3 2025
Added 1.13%
|
|