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 |
|---|---|---|---|---|---|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
34
shares
|
$8,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
33
shares
|
$8,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
32
shares
|
$8,401
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
32
shares
|
$8,401
0.0% of portfolio
|
Q4 2024
Reduced 81.18%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
31
shares
|
$8,139
0.0% of portfolio
|
Q4 2024
Added 34.78%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
31
shares
|
$8,139
0.0% of portfolio
|
Q4 2024
Added 47.62%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
30
shares
|
$7,876
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
30
shares
|
$7,876
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
30
shares
|
$7,876
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
29
shares
|
$7,613
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
25
shares
|
$6,563
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
25
shares
|
$6,563
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
25
shares
|
$6,563
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
25
shares
|
$6,563
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
25
shares
|
$6,563
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
25
shares
|
$6,563
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
24
shares
|
$6,301
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
23
shares
|
$6,038
0.0% of portfolio
|
Q4 2024
Added 15.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
22
shares
|
$5,776
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
20
shares
|
$5,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
20
shares
|
$5,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
20
shares
|
$5,251
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
20
shares
|
$5,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
20
shares
|
$5,251
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
20
shares
|
$5,251
0.01% of portfolio
|
Q4 2024
New holding
|