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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
9
shares
|
$1,797
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
9
shares
|
$1,797
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
9
shares
|
$1,797
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
9
shares
|
$1,797
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
9
shares
|
$1,797
0.0% of portfolio
|
Q2 2025
Reduced 98.77%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
8
shares
|
$1,598
0.0% of portfolio
|
Q3 2025
Reduced 100.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
7
shares
|
$1,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
7
shares
|
$1,398
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
7
shares
|
$1,398
0.0% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
7
shares
|
$1,398
0.0% of portfolio
|
Q4 2024
Added 2414.29%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
6
shares
|
$1,198
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
6
shares
|
$1,198
0.0% of portfolio
|
Q4 2025
Reduced 96.84%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
6
shares
|
$1,198
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5
shares
|
$998
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
5
shares
|
$998
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
5
shares
|
$998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
4
shares
|
$799
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4
shares
|
$799
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
4
shares
|
$799
0.0% of portfolio
|
Q3 2025
Reduced 77.78%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3
shares
|
$599
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
3
shares
|
$599
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
3
shares
|
$599
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
3
shares
|
$599
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
3
shares
|
$599
0.0% of portfolio
|
Q4 2025
Reduced 72.73%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
3
shares
|
$599
0.0% of portfolio
|
Q2 2025
New holding
|
|