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 |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
1,015
shares
|
$202,746
0.08% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
1,013
shares
|
$202,346
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
1,001
shares
|
$199,949
0.09% of portfolio
|
Q3 2025
Added 51.21%
|
|
|
Nkcfo LLC
|
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$199,750
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
1,000
shares
|
$199,750
0.1% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$199,750
2.54% of portfolio
|
Q3 2025
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$199,750
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
1,000
shares
|
$199,750
0.35% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$199,750
0.04% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
997
shares
|
$199,150
0.02% of portfolio
|
Q3 2025
Reduced 23.19%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
987
shares
|
$197,153
0.04% of portfolio
|
Q3 2025
Reduced 26.01%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
984
shares
|
$196,554
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
984
shares
|
$196,554
0.01% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
979
shares
|
$195,555
0.11% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
978
shares
|
$195,355
0.12% of portfolio
|
Q3 2025
Added 21.19%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
973
shares
|
$194,356
0.02% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
970
shares
|
$193,757
0.08% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
967
shares
|
$193,158
0.02% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
950
shares
|
$189,762
0.07% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
944
shares
|
$188,564
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
938
shares
|
$187,365
0.01% of portfolio
|
Q3 2025
Added 39.38%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
929
shares
|
$185,567
0.01% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
919
shares
|
$183,570
1.16% of portfolio
|
Q4 2023
Reduced 21.25%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
916
shares
|
$182,971
0.0% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
912
shares
|
$182,172
0.08% of portfolio
|
Q2 2025
Added 21.76%
|
|