Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 992 institutions that hold shares in the stock, with a total of 86.8 Million shares, which have been reported (via 13F filing form) to have a value of $27.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
108
shares
|
$35,296
0.02% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
107
shares
|
$34,969
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
105
shares
|
$34,316
0.01% of portfolio
|
Q4 2024
Added 208.82%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
100
shares
|
$32,682
0.02% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
100
shares
|
$32,682
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
100
shares
|
$32,682
0.0% of portfolio
|
Q3 2024
Added 809.09%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
100
shares
|
$32,682
0.0% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
97
shares
|
$31,701
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
94
shares
|
$30,721
0.0% of portfolio
|
Q4 2024
Added 422.22%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
90
shares
|
$29,413
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
90
shares
|
$29,413
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
87
shares
|
$28,433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
87
shares
|
$28,433
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
86
shares
|
$28,106
0.0% of portfolio
|
Q4 2024
Added 855.56%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
83
shares
|
$27,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
80
shares
|
$26,145
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
80
shares
|
$26,145
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
75
shares
|
$24,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
73
shares
|
$23,857
0.0% of portfolio
|
Q4 2024
Added 23.73%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
72
shares
|
$23,531
0.0% of portfolio
|
Q4 2024
Added 1700.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
70
shares
|
$22,877
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
70
shares
|
$22,877
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
69
shares
|
$22,550
0.0% of portfolio
|
Q4 2024
Added 72.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
68
shares
|
$22,223
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
61
shares
|
$19,936
0.0% of portfolio
|
Q4 2024
Reduced 42.45%
|