Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 927 institutions that hold shares in the stock, with a total of 83 Million shares, which have been reported (via 13F filing form) to have a value of $27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
80
shares
|
$26,204
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
80
shares
|
$26,204
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
75
shares
|
$24,567
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
70
shares
|
$22,929
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
70
shares
|
$22,929
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
69
shares
|
$22,601
0.0% of portfolio
|
Q4 2024
Added 72.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
68
shares
|
$22,274
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
59
shares
|
$19,326
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
55
shares
|
$18,015
0.0% of portfolio
|
Q4 2024
Reduced 45.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
54
shares
|
$17,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
53
shares
|
$17,360
0.01% of portfolio
|
Q4 2024
Reduced 47.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
53
shares
|
$17,360
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
52
shares
|
$17,033
0.0% of portfolio
|
Q3 2024
Added 766.67%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
50
shares
|
$16,378
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
50
shares
|
$16,378
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
50
shares
|
$16,378
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
50
shares
|
$16,378
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
47
shares
|
$15,395
0.0% of portfolio
|
Q4 2024
Added 370.0%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
45
shares
|
$14,740
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
44
shares
|
$14,412
0.0% of portfolio
|
Q4 2024
Added 37.5%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
38
shares
|
$12,447
0.0% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
38
shares
|
$12,447
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
37
shares
|
$12,119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
37
shares
|
$12,119
0.0% of portfolio
|
Q4 2024
Added 42.31%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
34
shares
|
$11,137
0.0% of portfolio
|
Q4 2024
New holding
|