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 |
|---|---|---|---|---|---|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
35
shares
|
$6,991
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
30
shares
|
$5,992
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
30
shares
|
$5,992
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
30
shares
|
$5,992
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
30
shares
|
$5,992
0.01% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
30
shares
|
$5,992
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
30
shares
|
$5,992
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
29
shares
|
$5,792
0.0% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
28
shares
|
$5,593
0.0% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Miller Global Investments, LLC
Dallas, TX |
Jan 05, 2026 Q4 2025 |
28
shares
|
$5,593
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
25
shares
|
$4,993
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
25
shares
|
$4,993
0.0% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
25
shares
|
$4,993
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
25
shares
|
$4,993
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
24
shares
|
$4,794
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
23
shares
|
$4,594
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
23
shares
|
$4,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
22
shares
|
$4,394
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
22
shares
|
$4,394
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
21
shares
|
$4,194
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
20
shares
|
$3,995
0.0% of portfolio
|
Q2 2025
Reduced 71.01%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
20
shares
|
$3,995
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
20
shares
|
$3,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
19
shares
|
$3,795
0.0% of portfolio
|
Q3 2025
Reduced 17.39%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
18
shares
|
$3,595
0.0% of portfolio
|
Q3 2025
Added 80.0%
|
|