MSTR MICROSTRATEGY INC

Ownership history in HighTower Advisors, LLC  ·  34 quarters on record

AI Ownership Summary

HighTower Advisors, LLC reported MICROSTRATEGY INC (MSTR) in 34 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.04% in 2025 Q2. The latest visible filing shows MSTR at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HighTower Advisors, LLC's position in MICROSTRATEGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MSTR was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HighTower Advisors, LLC held MSTR — position size vs. price
% of Fund (quarterly)    MSTR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 18 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 117,210 +28,361 +31.9% 0.02% $17.8M 2026-02-14 (Est.) $133.88
2025 Q3 ADDED 88,849 +13,649 +18.2% 0.03% $28.6M 2025-11-07 $241.93
2025 Q3 REDUCED 75,200 -7,464 -9.0% 0.00% $25K 2025-11-07 $241.93
2025 Q2 REDUCED 82,664 -117,336 -58.7% 0.04% $33.4M 2025-08-11 $400.25
2025 Q2 ADDED 200,000 +124,054 +163.3% 0.00% $629K 2025-08-11 $400.25
2025 Q1 ADDED 75,946 +75,446 +15089.2% 0.03% $21.9M 2025-05-13 $421.61
2025 Q1 REDUCED 500 -68,035 -99.3% 0.00% $10K 2025-05-13 $421.61
2024 Q4 ADDED 68,535 +61,535 +879.1% 0.03% $19.8M 2025-02-07 $327.56
2024 Q4 REDUCED 7,000 -53,200 -88.4% 0.00% $457K 2025-02-07 $327.56
2024 Q4 ADDED 60,200 +11,996 +24.9% 0.00% $20K 2025-02-07 $327.56
2024 Q3 ADDED 48,204 +3,204 +7.1% 0.01% $8.1M 2024-11-14 $327.67
2024 Q3 ADDED 45,000 +40,561 +913.7% 0.00% $111K 2024-11-14 $327.67
2024 Q2 ADDED 4,439 +4,239 +2119.5% 0.01% $6.1M 2024-08-13 $135.38
2024 Q2 REDUCED 200 -3,798 -95.0% 0.00% $2 2024-08-13 $135.38
2024 Q1 REDUCED 3,998 -3,533 -46.9% 0.01% $6.8M 2024-05-06 $126.88
2023 Q4 ADDED 7,531 +7,431 +7431.0% 0.01% $4.8M 2024-02-12 $71.75
2023 Q4 REDUCED 100 -8,753 -98.9% 0.00% $18K 2024-02-12 $71.75
2023 Q3 REDUCED 8,853 -2,027 -18.6% 0.01% $2.9M 2023-11-08 $47.45
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HighTower Advisors, LLC and MSTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has HighTower Advisors, LLC reported owning MSTR?

HighTower Advisors, LLC reported MSTR across 18 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MSTR position in HighTower Advisors, LLC's portfolio?

The largest reported portfolio weight for MSTR was 0.04% in 2025 Q2.

What is the latest reported MSTR position on this page?

The most recent filing on this page is 2025 Q4, when HighTower Advisors, LLC reported 117,210 shares, equal to 0.02% of portfolio, with an estimated market value of $17.8M.

What does the chart on this MSTR ownership page compare?

The chart compares HighTower Advisors, LLC's quarterly MSTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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