MicroStrategy Incorporated shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in MicroStrategy Incorporated
Tip: Access up to 7 years of quarterly data
All positions including MicroStrategy Incorporated held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in MicroStrategy Incorporated by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 4.4k | 322.20 |
| 2025-06-30 | $1.5M | 3.8k | 404.23 |
| 2025-03-31 | $839k | 2.9k | 288.23 |
| 2024-12-31 | $664k | 2.3k | 289.62 |
| 2024-09-30 | $465k | 2.8k | 168.60 |
| 2024-06-30 | $416k | 302 | 1377.48 |
| 2024-03-31 | $549k | 322 | 1704.56 |
| 2023-06-30 | $1.1M | 3.2k | 342.42 |
| 2023-03-31 | $1.4M | 4.7k | 292.32 |
| 2022-12-31 | $1.5M | 11k | 141.57 |
| 2022-09-30 | $2.4M | 11k | 212.29 |
| 2022-06-30 | $1.9M | 11k | 164.32 |
| 2022-03-31 | $5.4M | 11k | 486.30 |
| 2021-12-31 | $5.8M | 11k | 544.46 |
| 2021-09-30 | $5.6M | 9.6k | 578.43 |
| 2021-06-30 | $6.0M | 9.0k | 664.47 |
| 2021-03-31 | $5.8M | 8.5k | 678.83 |
| 2020-12-31 | $2.1M | 5.3k | 388.56 |
More positions owned by United Capital Financial Advisers
View all positions for United Capital Financial Advisers