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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
72
shares
|
$18,903
0.0% of portfolio
|
Q4 2024
Added 1700.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
70
shares
|
$18,378
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
70
shares
|
$18,378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
69
shares
|
$18,115
0.0% of portfolio
|
Q4 2024
Added 72.5%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Feb 14, 2025 Q4 2024 |
69
shares
|
$18,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
61
shares
|
$16,015
0.0% of portfolio
|
Q4 2024
Reduced 42.45%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
60
shares
|
$15,753
0.0% of portfolio
|
Q4 2024
Reduced 85.04%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
58
shares
|
$15,227
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
55
shares
|
$14,440
0.0% of portfolio
|
Q4 2024
Reduced 45.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
53
shares
|
$13,915
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
53
shares
|
$13,915
0.01% of portfolio
|
Q4 2024
Reduced 47.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
50
shares
|
$13,127
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
50
shares
|
$13,127
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
50
shares
|
$13,127
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
50
shares
|
$13,127
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
50
shares
|
$13,127
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
47
shares
|
$12,339
0.0% of portfolio
|
Q4 2024
Added 370.0%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
45
shares
|
$11,814
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
45
shares
|
$11,814
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
44
shares
|
$11,552
0.0% of portfolio
|
Q4 2024
Added 37.5%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
38
shares
|
$9,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
38
shares
|
$9,976
0.0% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
37
shares
|
$9,714
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
37
shares
|
$9,714
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
37
shares
|
$9,714
0.0% of portfolio
|
Q4 2024
Added 42.31%
|