Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,299 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 |
|---|---|---|---|---|---|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
816
shares
|
$162,996
0.1% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
815
shares
|
$162,796
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
815
shares
|
$162,796
0.01% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
805
shares
|
$160,798
0.01% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
804
shares
|
$160,599
0.14% of portfolio
|
Q2 2025
Reduced 27.17%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
803
shares
|
$160,399
0.02% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
802
shares
|
$160,199
0.04% of portfolio
|
Q2 2025
Reduced 15.58%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
800
shares
|
$159,800
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
800
shares
|
$159,800
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
795
shares
|
$158,801
0.01% of portfolio
|
Q3 2025
Reduced 33.47%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
795
shares
|
$158,801
0.02% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
792
shares
|
$158,202
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
790
shares
|
$157,802
0.14% of portfolio
|
Q3 2022
Reduced 37.97%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
786
shares
|
$157,003
0.05% of portfolio
|
Q3 2025
Reduced 21.4%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
786
shares
|
$157,003
0.01% of portfolio
|
Q3 2025
Reduced 68.15%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
776
shares
|
$155,006
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
774
shares
|
$154,606
0.05% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 14, 2025 Q3 2025 |
770
shares
|
$153,807
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
768
shares
|
$153,408
0.01% of portfolio
|
Q3 2025
Reduced 24.63%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
766
shares
|
$153,008
0.08% of portfolio
|
Q3 2025
Reduced 59.41%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
764
shares
|
$152,609
0.02% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
753
shares
|
$150,411
0.01% of portfolio
|
Q3 2025
Reduced 27.39%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
753
shares
|
$150,411
0.06% of portfolio
|
Q3 2025
Reduced 28.08%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
750
shares
|
$149,812
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 20, 2025 Q3 2025 |
750
shares
|
$149,812
0.12% of portfolio
|
Q1 2025
New holding
|
|