Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,306 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 $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
172
shares
|
$34,357
0.01% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
165
shares
|
$32,958
0.01% of portfolio
|
Q3 2025
Added 65.0%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
160
shares
|
$31,960
0.02% of portfolio
|
Q3 2025
Reduced 25.58%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
160
shares
|
$31,960
0.03% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
150
shares
|
$29,962
0.01% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
150
shares
|
$29,962
0.0% of portfolio
|
Q3 2025
Added 45.63%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
150
shares
|
$29,962
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
150
shares
|
$29,962
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
141
shares
|
$28,164
0.01% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
137
shares
|
$27,365
0.0% of portfolio
|
Q3 2025
Added 356.67%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
137
shares
|
$27,365
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
136
shares
|
$27,166
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
126
shares
|
$25,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
126
shares
|
$25,168
0.01% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
125
shares
|
$24,968
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
125
shares
|
$24,968
0.02% of portfolio
|
Q3 2025
Added 11.61%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
125
shares
|
$24,968
0.01% of portfolio
|
Q3 2025
Reduced 45.89%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
123
shares
|
$24,569
0.0% of portfolio
|
Q3 2025
Reduced 16.89%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
122
shares
|
$24,369
0.01% of portfolio
|
Q3 2025
Added 40.23%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
120
shares
|
$23,970
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
118
shares
|
$23,570
0.0% of portfolio
|
Q3 2025
Reduced 57.55%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
117
shares
|
$23,370
0.0% of portfolio
|
Q3 2025
Added 44.44%
|
|