Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,280 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $41.7 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 |
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
58,108
shares
|
$23.4 Million
0.57% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
May 14, 2025 Q1 2025 |
57,909
shares
|
$23.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
57,831
shares
|
$23.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
56,873
shares
|
$22.9 Million
0.11% of portfolio
|
Q1 2025
Added 39.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
56,340
shares
|
$22.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
55,614
shares
|
$22.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
51,268
shares
|
$20.6 Million
0.05% of portfolio
|
Q1 2025
Added 31.79%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
51,075
shares
|
$20.5 Million
0.07% of portfolio
|
Q1 2025
Added 92.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
50,914
shares
|
$20.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
50,589
shares
|
$20.3 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
50,248
shares
|
$20.2 Million
2.39% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
50,060
shares
|
$20.1 Million
0.06% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
50,000
shares
|
$20.1 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
49,296
shares
|
$19.8 Million
8.2% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Jul 28, 2025 Q2 2025 |
49,011
shares
|
$19.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 49.78%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
48,021
shares
|
$19.3 Million
0.09% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
47,697
shares
|
$19.2 Million
0.19% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
46,448
shares
|
$18.7 Million
0.08% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
46,059
shares
|
$18.5 Million
0.01% of portfolio
|
Q1 2025
Added 241.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
45,828
shares
|
$18.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
45,697
shares
|
$18.4 Million
0.01% of portfolio
|
Q1 2025
Added 60.23%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
May 12, 2025 Q1 2025 |
45,600
shares
|
$18.3 Million
0.1% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
45,579
shares
|
$18.3 Million
0.03% of portfolio
|
Q1 2025
Added 48.44%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
44,918
shares
|
$18.1 Million
1.35% of portfolio
|
Q2 2025
Added 28.41%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
44,622
shares
|
$17.9 Million
0.48% of portfolio
|
Q2 2025
New holding
|