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MicroStrategy Incorporated shares owned by Heritage Investors Management Corp.

Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Heritage Investors Management Corp. from 13F filings

Historical chart of Heritage Investors Management Corp. investment in MicroStrategy Incorporated

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All positions including MicroStrategy Incorporated held by Heritage Investors Management Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MicroStrategy Incorporated by Heritage Investors Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 22k 322.20
2025-06-30 $8.9M 22k 404.22
2025-03-31 $6.4M 22k 288.27
2024-12-31 $6.4M 22k 289.60
2024-09-30 $3.8M 22k 168.59
2024-06-30 $3.1M 2.2k 1377.62
2024-03-31 $3.8M 2.2k 1704.41
2023-12-31 $2.0M 3.2k 631.51
2023-09-30 $1.1M 3.2k 328.25
2023-06-30 $1.1M 3.2k 342.45
2023-03-31 $966k 3.3k 292.28
2022-12-31 $468k 3.3k 141.56
2022-09-30 $702k 3.3k 212.34
2022-06-30 $543k 3.3k 164.25
2022-03-31 $1.6M 3.3k 486.39
2021-12-31 $1.8M 3.3k 544.51
2021-09-30 $2.0M 3.4k 578.44
2021-06-30 $2.3M 3.4k 664.51
2021-03-31 $2.3M 3.4k 678.91
2020-12-31 $1.3M 3.4k 388.66
2020-09-30 $517k 3.4k 150.47
2020-06-30 $371k 3.1k 118.38
2020-03-31 $212k 1.8k 118.04