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 |
|---|---|---|---|---|---|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
60
shares
|
$11,985
0.01% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
58
shares
|
$11,585
0.0% of portfolio
|
Q3 2025
Reduced 96.35%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
57
shares
|
$11,385
0.0% of portfolio
|
Q3 2025
Added 9.62%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
55
shares
|
$10,986
0.01% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
51
shares
|
$10,187
0.0% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
50
shares
|
$9,987
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
50
shares
|
$9,987
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
50
shares
|
$9,987
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
50
shares
|
$9,987
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
50
shares
|
$9,987
0.0% of portfolio
|
Q4 2025
Reduced 73.54%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
50
shares
|
$9,987
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
50
shares
|
$9,987
0.01% of portfolio
|
Q3 2025
Reduced 78.81%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
48
shares
|
$9,588
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
48
shares
|
$9,588
0.0% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
48
shares
|
$9,588
0.0% of portfolio
|
Q3 2025
Added 26.32%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
45
shares
|
$8,988
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
42
shares
|
$8,389
0.0% of portfolio
|
Q3 2025
Added 121.05%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
42
shares
|
$8,389
0.01% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
39
shares
|
$7,790
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
39
shares
|
$7,790
0.0% of portfolio
|
Q3 2025
Reduced 85.87%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
38
shares
|
$7,590
0.0% of portfolio
|
Q3 2025
Reduced 38.71%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
37
shares
|
$7,390
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
37
shares
|
$7,390
0.0% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
36
shares
|
$7,191
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
35
shares
|
$6,991
0.0% of portfolio
|
Q2 2025
Added 1066.67%
|
|