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 |
|---|---|---|---|---|---|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
1,329
shares
|
$265,467
0.0% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
1,308
shares
|
$261,273
0.0% of portfolio
|
Q2 2023
Added 6.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,301
shares
|
$259,874
0.01% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
1,271
shares
|
$253,882
0.29% of portfolio
|
Q4 2023
Added 4.27%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,269
shares
|
$253,482
0.01% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,264
shares
|
$252,484
0.0% of portfolio
|
Q3 2025
Reduced 44.78%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,263
shares
|
$252,284
0.0% of portfolio
|
Q3 2025
Added 30.21%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
1,260
shares
|
$251,685
0.17% of portfolio
|
Q3 2025
Reduced 18.97%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
1,238
shares
|
$247,290
0.06% of portfolio
|
Q3 2025
Added 43.12%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
1,235
shares
|
$246,691
0.01% of portfolio
|
Q3 2025
Reduced 79.69%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
1,229
shares
|
$245,492
0.01% of portfolio
|
Q3 2025
Reduced 51.06%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
1,218
shares
|
$243,295
0.06% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,210
shares
|
$241,697
0.01% of portfolio
|
Q3 2025
Added 5661.9%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
1,205
shares
|
$240,698
0.07% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
1,203
shares
|
$240,299
0.31% of portfolio
|
Q3 2025
Added 52.09%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
1,203
shares
|
$240,299
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,203
shares
|
$240,299
0.13% of portfolio
|
Q2 2025
Reduced 17.03%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
1,200
shares
|
$239,700
0.13% of portfolio
|
Q3 2025
Reduced 80.98%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
1,200
shares
|
$239,700
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,197
shares
|
$239,100
0.14% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
1,195
shares
|
$238,701
0.03% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,172
shares
|
$234,107
0.02% of portfolio
|
Q3 2025
Added 101.03%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
1,162
shares
|
$232,109
0.09% of portfolio
|
Q3 2025
Added 19.3%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
1,155
shares
|
$230,711
0.01% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Presidio Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,144
shares
|
$228,514
0.13% of portfolio
|
Q3 2025
Reduced 20.61%
|
|