Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 1,137 institutions that hold shares in the stock, with a total of 93.6 Million shares, which have been reported (via 13F filing form) to have a value of $28.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
22,220
shares
|
$7.46 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
21,840
shares
|
$7.33 Million
0.03% of portfolio
|
Q4 2024
Added 450.13%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
20,752
shares
|
$6.97 Million
0.21% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
19,725
shares
|
$6.62 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,431
shares
|
$6.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 72.87%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
19,384
shares
|
$6.51 Million
0.45% of portfolio
|
Q4 2024
Added 117.53%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
19,291
shares
|
$6.48 Million
0.06% of portfolio
|
Q4 2024
Added 260.38%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
18,541
shares
|
$6.22 Million
0.05% of portfolio
|
Q4 2024
Added 30.01%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
18,280
shares
|
$6.14 Million
0.02% of portfolio
|
Q4 2024
Added 15.55%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
18,032
shares
|
$6.05 Million
0.39% of portfolio
|
Q4 2024
Added 44.14%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
17,844
shares
|
$5.99 Million
0.71% of portfolio
|
Q4 2024
Added 124.17%
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
17,212
shares
|
$5.78 Million
0.59% of portfolio
|
Q4 2024
Reduced 65.15%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
17,160
shares
|
$5.76 Million
0.11% of portfolio
|
Q4 2024
Added 22.48%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
17,142
shares
|
$5.75 Million
0.1% of portfolio
|
Q4 2024
Added 168.39%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
16,962
shares
|
$5.69 Million
2.9% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
16,761
shares
|
$5.63 Million
0.15% of portfolio
|
Q4 2024
Added 85.25%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
16,692
shares
|
$5.6 Million
0.03% of portfolio
|
Q1 2024
Reduced 16.7%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
16,413
shares
|
$5.51 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
16,012
shares
|
$5.38 Million
0.01% of portfolio
|
Q4 2024
Added 126.77%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
15,907
shares
|
$5.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 49.76%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
15,878
shares
|
$5.33 Million
0.02% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
15,791
shares
|
$5.3 Million
0.05% of portfolio
|
Q4 2024
Added 29.81%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
15,486
shares
|
$5.2 Million
0.01% of portfolio
|
Q4 2024
Added 204.3%
|
|
|
Achmea Investment Management B.V.
|
Feb 10, 2025 Q4 2024 |
15,266
shares
|
$5.13 Million
0.07% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
Feb 14, 2025 Q4 2024 |
15,250
shares
|
$5.12 Million
1.89% of portfolio
|
Q4 2024
Reduced 69.65%
|