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 |
|
Collar Capital Management, LLC
Appleton, WI |
May 13, 2025 Q1 2025 |
23,558
shares
|
$9.03 Million
6.16% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
23,122
shares
|
$8.87 Million
4.63% of portfolio
|
Q1 2025
Reduced 20.7%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 29, 2025 Q2 2025 |
23,000
shares
|
$8.82 Million
0.07% of portfolio
|
Q2 2025
Added 43.75%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
22,929
shares
|
$8.79 Million
4.01% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
22,908
shares
|
$8.78 Million
0.12% of portfolio
|
Q2 2025
Added 43.03%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
22,896
shares
|
$8.78 Million
0.11% of portfolio
|
Q2 2025
Added 44.14%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
22,808
shares
|
$8.74 Million
0.03% of portfolio
|
Q1 2025
Added 60.64%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
22,789
shares
|
$8.74 Million
1.43% of portfolio
|
Q2 2025
Added 20.79%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
22,346
shares
|
$8.57 Million
0.12% of portfolio
|
Q1 2025
Added 82.8%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
22,331
shares
|
$8.56 Million
0.07% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
22,331
shares
|
$8.56 Million
0.07% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
22,015
shares
|
$8.44 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
21,784
shares
|
$8.35 Million
0.22% of portfolio
|
Q2 2025
Added 28.39%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jul 29, 2025 Q2 2025 |
21,472
shares
|
$8.23 Million
0.01% of portfolio
|
Q2 2025
Added 17.31%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
21,322
shares
|
$8.18 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
20,800
shares
|
$7.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 39.54%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
20,605
shares
|
$7.9 Million
0.04% of portfolio
|
Q2 2025
Added 30.7%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
20,454
shares
|
$7.84 Million
0.03% of portfolio
|
Q1 2025
Added 132.8%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
20,397
shares
|
$7.82 Million
1.0% of portfolio
|
Q2 2025
Added 29.39%
|
|
|
Cushing Asset Management, LP
Dallas, TX |
Jul 14, 2025 Q2 2025 |
20,000
shares
|
$7.67 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
19,936
shares
|
$7.64 Million
0.0% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
19,720
shares
|
$7.56 Million
0.66% of portfolio
|
Q1 2025
Added 208.95%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
19,096
shares
|
$7.32 Million
0.02% of portfolio
|
Q2 2025
Added 20.47%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
18,689
shares
|
$7.17 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
18,670
shares
|
$7.16 Million
0.05% of portfolio
|
Q1 2025
Added 40.18%
|