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 |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
330
shares
|
$65,917
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
315
shares
|
$62,921
0.0% of portfolio
|
Q3 2025
Reduced 32.11%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
301
shares
|
$60,124
0.02% of portfolio
|
Q3 2025
Added 21.86%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
300
shares
|
$59,925
0.01% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
290
shares
|
$57,927
0.0% of portfolio
|
Q4 2025
Reduced 56.39%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
275
shares
|
$54,931
0.02% of portfolio
|
Q3 2025
Added 114.84%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
260
shares
|
$51,935
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
260
shares
|
$51,935
0.02% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
250
shares
|
$49,937
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
235
shares
|
$46,941
0.05% of portfolio
|
Q3 2025
Added 99.15%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
233
shares
|
$46,541
1.0% of portfolio
|
Q3 2025
Added 2356.22%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
218
shares
|
$43,545
0.01% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 03, 2025 Q3 2025 |
210
shares
|
$41,947
0.0% of portfolio
|
Q3 2025
Added 31.25%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
202
shares
|
$40,349
0.01% of portfolio
|
Q4 2025
Reduced 59.03%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
202
shares
|
$40,349
0.02% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
201
shares
|
$40,149
0.01% of portfolio
|
Q3 2025
Reduced 74.46%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
201
shares
|
$40,149
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
200
shares
|
$39,950
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
200
shares
|
$39,950
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
190
shares
|
$37,952
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
190
shares
|
$37,952
0.01% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
187
shares
|
$37,353
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
185
shares
|
$36,953
0.01% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
177
shares
|
$35,355
0.0% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
175
shares
|
$34,956
0.0% of portfolio
|
Q3 2025
New holding
|
|