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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
542
shares
|
$108,264
0.0% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
539
shares
|
$107,665
0.01% of portfolio
|
Q3 2025
Added 519.54%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
519
shares
|
$103,670
0.02% of portfolio
|
Q3 2024
Added 981.25%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
510
shares
|
$101,872
0.06% of portfolio
|
Q4 2024
Added 240.0%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
500
shares
|
$99,875
0.03% of portfolio
|
Q3 2025
Reduced 77.27%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
490
shares
|
$97,877
0.0% of portfolio
|
Q2 2025
Reduced 23.79%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
464
shares
|
$92,684
0.0% of portfolio
|
Q3 2025
Reduced 44.5%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
460
shares
|
$91,885
0.01% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
451
shares
|
$90,087
0.01% of portfolio
|
Q3 2025
Reduced 47.8%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
451
shares
|
$90,087
0.03% of portfolio
|
Q3 2025
Added 45.48%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
441
shares
|
$88,089
0.02% of portfolio
|
Q3 2025
Added 98.65%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
434
shares
|
$86,691
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
427
shares
|
$85,293
0.02% of portfolio
|
Q3 2025
Reduced 24.96%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
426
shares
|
$85,093
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
410
shares
|
$81,897
0.05% of portfolio
|
Q3 2025
Added 32.26%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
395
shares
|
$78,901
0.0% of portfolio
|
Q3 2025
Added 40.07%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
392
shares
|
$78,302
0.06% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
382
shares
|
$76,304
0.01% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
369
shares
|
$73,707
0.0% of portfolio
|
Q3 2025
Added 45.85%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
360
shares
|
$71,910
0.0% of portfolio
|
Q3 2025
Added 38.46%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
354
shares
|
$70,711
0.01% of portfolio
|
Q3 2025
Reduced 71.57%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
348
shares
|
$69,513
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
347
shares
|
$69,313
0.0% of portfolio
|
Q2 2025
Added 1019.35%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
345
shares
|
$68,913
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
341
shares
|
$68,114
0.01% of portfolio
|
Q4 2024
Added 62.38%
|
|