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MicroStrategy (MSTR) Institutional Ownership

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+94.25 (+7.26%)
(As of 11:51 AM ET)
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Institutional Ownership Changes (13F Filings) for MicroStrategy (NASDAQ:MSTR)

Current
Institutional Ownership
Percentage
72.03%
Number of
Institutional Buyers
(last 12 months)
246
Total
Institutional Inflows
(last 12 months)
$1.75B
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$6.53B
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MSTR Institutional Buying and Selling by Quarter

MicroStrategy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024Gamco Investors INC. ET AL300$511K0.0%N/A0.002%
5/15/2024Senator Investment Group LP930$1.59M0.1%N/A0.005%
5/14/2024Capital World Investors70,636$120.40M0.0%+0.8%0.398%
5/14/2024Capital Research Global Investors14,547$24.80M0.0%-49.8%0.082%
5/14/2024Toronto Dominion Bank450$767K0.0%+125.0%0.003%
5/14/2024Capital International Investors1,791,564$3.05B0.6%+14.9%10.099%
5/14/2024Axxcess Wealth Management LLC200$341K0.0%N/A0.001%
5/14/2024EP Wealth Advisors LLC250$426K0.0%N/A0.001%
5/14/2024CreativeOne Wealth LLC747$1.27M0.1%N/A0.004%
5/14/2024Boulder Hill Capital Management LP1,200$2.05M0.8%N/A0.007%
5/14/2024 Natixis30,195$51.47M0.3%+294.9%0.178%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund10,000$17.05M0.1%N/A0.059%
5/14/2024 CANADA LIFE ASSURANCE Co1,374$2.34M0.0%+19.6%0.008%
5/14/2024 American International Group Inc.7,326$12.49M0.0%+20.7%0.043%
5/13/2024 O Shaughnessy Asset Management LLC720$1.23M0.0%+23.3%0.004%
5/13/2024 Ameritas Investment Partners Inc.1,482$2.53M0.1%+19.8%0.008%
5/11/2024 Edgestream Partners L.P.181$309K0.0%N/A0.001%
5/10/2024 Osaic Holdings Inc.22,931$39.08M0.1%+5.7%0.135%
5/10/2024 Vanguard Group Inc.1,553,048$2.65B0.1%+34.8%9.153%
5/10/2024 Westfield Capital Management Co. LP35,723$60.89M0.3%N/A0.211%
5/10/2024 Pinnacle Wealth Planning Services Inc.217$370K0.1%N/A0.001%
5/10/2024 Chesapeake Capital Corp IL766$1.31M1.0%-25.6%0.005%
5/10/2024 Nwam LLC490$780K0.1%-41.6%0.003%
5/10/2024 Longitude Cayman Ltd.4,800$8.18M6.4%-21.3%0.028%
5/9/2024 Blair William & Co. IL1,201$2.05M0.0%-12.9%0.007%
5/9/2024 Kingsview Wealth Management LLC720$1.23M0.0%+6.2%0.004%
5/9/2024 Wealthquest Corp200$341K0.0%N/A0.001%
5/9/2024 State Board of Administration of Florida Retirement System2,266$3.86M0.0%-57.8%0.013%
5/8/2024 Bleakley Financial Group LLC367$626K0.0%-13.8%0.002%
5/8/2024 ProShare Advisors LLC3,137$5.35M0.0%+31.2%0.018%
5/8/2024 US Bancorp DE495$844K0.0%-26.2%0.003%
5/8/2024 Russell Investments Group Ltd.3,404$5.80M0.0%-99.9%0.020%
5/8/2024 Inspire Investing LLC208$354K0.0%-66.6%0.001%
5/7/2024 Verus Capital Partners LLC436$743K0.1%-38.2%0.003%
5/7/2024 Sei Investments Co.575$980K0.0%+36.3%0.003%
5/7/2024Susquehanna International Securities Ltd.661$1.13M0.4%N/A0.004%
5/7/2024 Swiss National Bank29,200$49.77M0.0%+22.2%0.172%
5/7/2024 ClariVest Asset Management LLC1,969$3.36M0.3%N/A0.012%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management240$409K0.0%N/A0.001%
5/7/2024 Wealthspire Advisors LLC119$203K0.0%N/A0.001%
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5/6/2024 Duality Advisers LP348$593K0.1%-64.9%0.002%
5/6/2024 VitalStone Financial LLC491$837K0.6%-14.8%0.003%
5/4/2024 Geneos Wealth Management Inc.874$1.49M0.1%-30.7%0.005%
5/3/2024 Clarity Capital Partners LLC465$793K0.5%N/A0.003%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors525$895K0.1%N/A0.003%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.305$520K0.2%N/A0.002%
5/3/2024 Whittier Trust Co.185$315K0.0%-81.5%0.001%
5/2/2024 Jennison Associates LLC473$806K0.0%N/A0.003%
5/2/2024 Mutual of America Capital Management LLC3,091$5.27M0.1%-5.0%0.018%
5/2/2024 FORA Capital LLC1,648$2.81M0.2%-89.0%0.010%
5/2/2024 FinTrust Capital Advisors LLC50$85K0.0%N/A0.000%
5/2/2024 Gilbert & Cook Inc.200$341K0.0%N/A0.001%
5/2/2024 Curran Financial Partners LLC129$220K0.1%N/A0.001%
5/2/2024 Choreo LLC243$414K0.0%N/A0.001%
5/2/2024 Tobam310$528K0.0%-71.2%0.002%
5/1/2024 Janney Montgomery Scott LLC3,219$5.49M0.0%+16.8%0.019%
5/1/2024 BNP Paribas Financial Markets14,274$24.33M0.0%+30.5%0.084%
5/1/2024 Shariaportfolio Inc.7,613$12.98M7.5%+543.5%0.045%
5/1/2024 Sequoia Financial Advisors LLC221$377K0.0%N/A0.001%
4/30/2024 Private Advisor Group LLC3,439$5.86M0.0%-17.4%0.020%
4/30/2024 Van ECK Associates Corp18,403$31.37M0.0%-19.7%0.108%
4/30/2024 Arkadios Wealth Advisors192$327K0.0%N/A0.001%
4/30/2024 Perigon Wealth Management LLC1,053$1.80M0.1%+6.6%0.006%
4/30/2024 Allspring Global Investments Holdings LLC34$58K0.0%N/A0.000%
4/29/2024Commonwealth Equity Services LLC23,638$40.29M0.1%+54.0%0.139%
4/29/2024 Greenleaf Trust126$215K0.0%N/A0.001%
4/29/2024 Principal Financial Group Inc.5,794$9.88M0.0%+310.0%0.034%
4/29/2024 Benjamin F. Edwards & Company Inc.226$385K0.0%+1,638.5%0.001%
4/29/2024 Heritage Investors Management Corp2,243$3.82M0.1%-29.6%0.013%
4/26/2024 Pinnacle Associates Ltd.1,511$2.58M0.0%-48.0%0.009%
4/26/2024 Yousif Capital Management LLC156$266K0.0%N/A0.001%
4/26/2024 YHB Investment Advisors Inc.61$104K0.0%N/A0.000%
4/26/2024 Mesirow Financial Investment Management Inc.200$341K0.0%N/A0.001%
4/25/2024 Lodestar Private Asset Management LLC187$319K0.0%-59.1%0.001%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 2,939$5.01M0.0%+18.4%0.017%
4/25/2024 MTM Investment Management LLC1,011$1.72M0.7%-1.6%0.006%
4/25/2024 Cambridge Investment Research Advisors Inc.10,296$17.55M0.1%+2.1%0.061%
4/24/2024 Oxler Private Wealth LLC192$327K0.1%N/A0.001%
4/24/2024 Newbridge Financial Services Group Inc.800$1.36M0.6%+13.5%0.005%
4/24/2024 Arlington Capital Management Inc.1,348$2.30M1.9%-42.7%0.008%
4/24/2024 Hedges Asset Management LLC300$511K0.4%N/A0.002%
4/24/2024 Dakota Wealth Management4,500$7.67M0.2%N/A0.027%
4/24/2024 Simplicity Wealth LLC367$626K0.0%N/A0.002%
4/24/2024 Spire Wealth Management1,708$2.91M0.1%-39.8%0.010%
4/23/2024 Global Retirement Partners LLC614$1.05M0.0%+77.5%0.004%
4/23/2024 Masso Torrence Wealth Management Inc.300$511K0.3%N/A0.002%
4/23/2024 Nations Financial Group Inc. IA ADV1,679$2.86M0.2%N/A0.010%
4/23/2024 Fifth Third Bancorp3,118$5.32M0.0%-38.8%0.018%
4/23/2024 Strategic Blueprint LLC185$315K0.0%N/A0.001%
4/23/2024 Cigna Investments Inc. New156$266K0.1%N/A0.001%
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4/23/2024 Revisor Wealth Management LLC918$1.57M0.7%N/A0.005%
4/23/2024 Raymond James Financial Services Advisors Inc.2,580$4.40M0.0%-0.7%0.015%
4/22/2024 Bay Rivers Group212$361K0.2%N/A0.001%
4/22/2024 Raymond James & Associates6,591$11.24M0.0%-4.2%0.039%
4/19/2024 Horizon Bancorp Inc. IN155$264K0.1%N/A0.001%
4/19/2024 Willis Johnson & Associates Inc.118$201K0.0%N/A0.001%
4/19/2024 Kovack Advisors Inc.349$595K0.1%N/A0.002%
4/19/2024 Financial Sense Advisors Inc.8,675$14.79M4.9%-62.9%0.051%
4/19/2024 Abundance Wealth Counselors120$205K0.0%N/A0.001%
4/19/2024 United Capital Management of KS Inc.720$1.23M0.3%+52.2%0.004%
(Data available from 1/1/2016 forward)

MSTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MSTR shares?

During the previous two years, 321 institutional investors and hedge funds held shares of MicroStrategy. The most heavily invested institutionals were Capital International Investors ($3.05B), Vanguard Group Inc. ($2.65B), Capital World Investors ($120.40M), Geode Capital Management LLC ($75.68M), Norges Bank ($70.99M), Charles Schwab Investment Management Inc. ($63.13M), and Westfield Capital Management Co. LP ($60.89M).Learn more on MSTR's institutional investors.

What percentage of MicroStrategy stock is owned by institutional investors?

72.03% of MicroStrategy stock is owned by institutional investors. Learn more on MSTR's institutional investor holdings.

Which institutional investors have been buying MicroStrategy stock?

Of the 300 institutional investors that purchased MicroStrategy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($529.18K), Renaissance Technologies LLC ($313.20K), Capital International Investors ($284.64K), Norges Bank ($112.39K), Meitav Investment House Ltd. ($78.96K), GAM Holding AG ($48.69K), and Two Sigma Advisers LP ($46.10K).

How much institutional buying is happening at MicroStrategy?

Institutional investors have bought a total of 2,377,197 shares in the last 24 months. This purchase volume represents approximately $1.90B in transactions.

Which MicroStrategy major shareholders have been selling company stock?

Of the 110 institutional investors that sold MicroStrategy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Russell Investments Group Ltd. ($3.70M), Bank of New York Mellon Corp ($398.91K), Renaissance Technologies LLC ($116.30K), Capital World Investors ($53K), Goldstream Capital Management Ltd ($42K), Two Sigma Investments LP ($38.32K), and SG Americas Securities LLC ($34.70K).

How much institutional selling is happening at MicroStrategy?

Institutional investors have sold a total of 4,662,499 shares in the last 24 months. This volume of shares sold represents approximately $6.70B in transactions.


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This page (NASDAQ:MSTR) was last updated on 5/15/2024 by MarketBeat.com Staff

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