Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,134 institutions that hold shares in the stock, with a total of 93.6 Million shares, which have been reported (via 13F filing form) to have a value of $24.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
550
shares
|
$144,402
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
543
shares
|
$142,564
0.01% of portfolio
|
Q4 2024
Added 761.9%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
539
shares
|
$141,514
0.01% of portfolio
|
Q4 2024
Added 44.12%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
538
shares
|
$141,251
0.49% of portfolio
|
Q1 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
535
shares
|
$140,464
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
525
shares
|
$137,838
0.0% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
520
shares
|
$136,526
0.02% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
519
shares
|
$136,263
0.02% of portfolio
|
Q3 2024
Added 981.25%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
511
shares
|
$134,163
0.0% of portfolio
|
Q3 2024
Added 137.67%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
510
shares
|
$133,900
0.06% of portfolio
|
Q4 2024
Added 240.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
500
shares
|
$131,275
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
500
shares
|
$131,275
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
500
shares
|
$131,275
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
479
shares
|
$125,761
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
460
shares
|
$120,773
0.04% of portfolio
|
Q4 2024
Added 53.33%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
453
shares
|
$118,935
0.01% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
434
shares
|
$113,946
0.01% of portfolio
|
Q4 2024
Added 171.25%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
426
shares
|
$111,846
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
395
shares
|
$103,707
0.01% of portfolio
|
Q4 2024
Reduced 56.11%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
391
shares
|
$102,657
0.0% of portfolio
|
Q4 2024
Added 62.92%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
390
shares
|
$102,394
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
387
shares
|
$101,606
0.06% of portfolio
|
Q4 2024
Added 61.25%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
378
shares
|
$99,243
0.0% of portfolio
|
Q4 2024
Added 136.25%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
375
shares
|
$98,456
0.01% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
362
shares
|
$95,043
0.0% of portfolio
|
Q4 2024
Reduced 88.03%
|