Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,279 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 $40.8 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 |
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
33,628
shares
|
$12.9 Million
0.1% of portfolio
|
Q1 2025
Added 40.46%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
32,088
shares
|
$12.3 Million
0.56% of portfolio
|
Q1 2025
Added 41.26%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
31,879
shares
|
$12.2 Million
1.52% of portfolio
|
Q1 2025
Reduced 73.64%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
31,620
shares
|
$12.1 Million
0.3% of portfolio
|
Q1 2025
Added 34.71%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
31,306
shares
|
$12 Million
0.01% of portfolio
|
Q1 2025
Added 16.95%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
30,567
shares
|
$11.7 Million
0.04% of portfolio
|
Q1 2025
Added 67.22%
|
|
|
United Capital Management Of Ks, Inc.
|
Aug 01, 2025 Q2 2025 |
29,269
shares
|
$11.2 Million
2.19% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Capital International Sarl
Los Angeles, CA |
May 12, 2025 Q1 2025 |
29,122
shares
|
$11.2 Million
0.2% of portfolio
|
Q1 2025
Added 277.37%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
29,089
shares
|
$11.2 Million
2.16% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
28,461
shares
|
$10.9 Million
0.03% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
28,106
shares
|
$10.8 Million
0.17% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
28,026
shares
|
$10.7 Million
4.05% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
27,958
shares
|
$10.7 Million
0.01% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
27,885
shares
|
$10.7 Million
0.01% of portfolio
|
Q2 2022
Reduced 7.6%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
May 13, 2025 Q1 2025 |
27,720
shares
|
$10.6 Million
3.82% of portfolio
|
Q1 2025
Added 277100.0%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
27,095
shares
|
$10.4 Million
1.3% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
27,000
shares
|
$10.4 Million
0.1% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
26,761
shares
|
$10.3 Million
3.89% of portfolio
|
Q1 2025
Reduced 37.45%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
26,442
shares
|
$10.1 Million
0.18% of portfolio
|
Q1 2025
Added 17.74%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
25,609
shares
|
$9.82 Million
0.01% of portfolio
|
Q1 2025
Added 51.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,365
shares
|
$9.73 Million
0.01% of portfolio
|
Q3 2024
Added 938.7%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
25,287
shares
|
$9.7 Million
0.09% of portfolio
|
Q1 2025
Added 184.12%
|
|
|
X Square Capital, LLC
|
Aug 05, 2025 Q2 2025 |
25,257
shares
|
$9.68 Million
3.71% of portfolio
|
Q2 2025
Added 70.0%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
24,926
shares
|
$9.56 Million
0.07% of portfolio
|
Q1 2025
Added 34.44%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
24,369
shares
|
$9.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.43%
|