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 |
|---|---|---|---|---|---|
|
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
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
749
shares
|
$149,612
0.01% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
740
shares
|
$147,815
0.08% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
738
shares
|
$147,415
0.0% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
731
shares
|
$146,017
0.02% of portfolio
|
Q3 2025
Added 14.94%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
729
shares
|
$145,617
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
729
shares
|
$145,617
0.01% of portfolio
|
Q3 2025
Added 207.59%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
723
shares
|
$144,419
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
715
shares
|
$142,821
0.01% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
703
shares
|
$140,424
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
701
shares
|
$140,024
0.01% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
700
shares
|
$139,825
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
685
shares
|
$136,828
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
684
shares
|
$136,629
0.06% of portfolio
|
Q3 2025
Added 410.45%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
681
shares
|
$136,029
0.02% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
677
shares
|
$135,230
0.02% of portfolio
|
Q3 2025
Reduced 47.8%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Nov 06, 2025 Q3 2025 |
676
shares
|
$135,031
0.17% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
675
shares
|
$134,831
0.05% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
674
shares
|
$134,631
0.02% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
668
shares
|
$133,433
0.02% of portfolio
|
Q3 2025
Added 14.78%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
667
shares
|
$133,233
0.03% of portfolio
|
Q3 2025
Reduced 46.47%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
667
shares
|
$133,233
0.15% of portfolio
|
Q1 2024
Reduced 21.53%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
662
shares
|
$132,234
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
661
shares
|
$132,034
0.0% of portfolio
|
Q3 2025
Reduced 98.28%
|
|