Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,288 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
130
shares
|
$51,270
0.03% of portfolio
|
Q2 2025
Reduced 38.1%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
130
shares
|
$51,270
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
128
shares
|
$50,481
0.02% of portfolio
|
Q2 2025
Added 39.13%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
126
shares
|
$49,693
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
126
shares
|
$49,693
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
126
shares
|
$49,693
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
122
shares
|
$48,115
0.0% of portfolio
|
Q2 2025
Added 454.55%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jul 24, 2025 Q2 2025 |
118
shares
|
$46,538
0.05% of portfolio
|
Q2 2025
Added 57.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
117
shares
|
$46,143
0.01% of portfolio
|
Q2 2025
Added 25.81%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
112
shares
|
$44,171
0.03% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
108
shares
|
$42,594
0.02% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
107
shares
|
$42,199
0.03% of portfolio
|
Q2 2025
Added 48.61%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
105
shares
|
$41,410
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
103
shares
|
$40,622
0.0% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
102
shares
|
$40,227
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
101
shares
|
$39,833
0.0% of portfolio
|
Q2 2025
Added 14.77%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
101
shares
|
$39,833
0.01% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
100
shares
|
$39,439
0.0% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
100
shares
|
$39,439
0.01% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
100
shares
|
$39,439
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
100
shares
|
$39,439
0.02% of portfolio
|
Q2 2025
Reduced 45.95%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
100
shares
|
$39,439
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
95
shares
|
$37,467
0.0% of portfolio
|
Q2 2025
Reduced 44.77%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
92
shares
|
$36,283
0.03% of portfolio
|
Q4 2024
Added 820.0%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
90
shares
|
$35,495
0.0% of portfolio
|
Q2 2025
New holding
|