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MicroStrategy (MSTR) Institutional Ownership

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$366.63 -35.23 (-8.77%)
Closing price 08/1/2025 04:00 PM Eastern
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$369.02 +2.39 (+0.65%)
As of 08/1/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for MicroStrategy (NASDAQ:MSTR)

Current
Institutional Ownership
Percentage
59.84%
Number of
Institutional Buyers
(last 12 months)
808
Total
Institutional Inflows
(last 12 months)
$4.21B
Number of
Institutional Sellers
(last 12 months)
229
Total
Institutional Outflows
(last 12 months)
$7.91B
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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
8/1/2025Oarsman Capital Inc.500$202K0.0%N/A0.000%
8/1/2025GWN Securities Inc.774$314K0.1%N/A0.000%
8/1/2025Rossby Financial LCC1,203$486K0.2%-17.0%0.000%
8/1/2025United Capital Management of KS Inc.29,269$11.83M1.9%+0.1%0.011%
8/1/2025Teacher Retirement System of Texas75,075$30.35M0.1%+3.4%0.027%
8/1/2025Y Intercept Hong Kong Ltd44,622$18.04M0.4%N/A0.016%
8/1/2025Ashton Thomas Private Wealth LLC673$272K0.0%-10.1%0.000%
8/1/2025Delta Investment Management LLC5,553$2.25M0.4%N/A0.002%
8/1/2025Envestnet Asset Management Inc.19,936$8.06M0.0%+4.2%0.007%
7/31/2025 Nisa Investment Advisors LLC20,605$8.33M0.0%+30.7%0.008%
7/31/2025 Resonant Capital Advisors LLC991$401K0.0%+39.4%0.000%
7/31/2025 Wealthfront Advisers LLC55,614$22.48M0.1%-2.9%0.020%
7/31/2025 Atlatl Advisers LLC2,215$895K0.4%N/A0.001%
7/31/2025 Darden Wealth Group Inc600$243K0.1%N/A0.000%
7/31/2025 Brighton Jones LLC1,210$489K0.0%-19.9%0.000%
7/31/2025 TSA Wealth Managment LLC608$246K0.1%N/A0.000%
7/31/2025 AG2R LA Mondiale Gestion D Actifs9,324$3.77M0.2%+7.5%0.003%
7/31/2025 State of New Jersey Common Pension Fund D83,451$33.73M0.1%+8.9%0.031%
7/31/2025 PKO Investment Management Joint Stock Co10,000$4.04M0.4%N/A0.004%
7/31/2025 Sage Mountain Advisors LLC3,207$1.30M0.1%+84.1%0.001%
7/31/2025 AlphaQuest LLC122$49K0.0%+454.5%0.000%
7/31/2025 Sumitomo Mitsui Trust Group Inc.588,538$237.91M0.1%+11.3%0.215%
7/31/2025 West Michigan Advisors LLC1,018$412K0.1%+26.3%0.000%
7/31/2025 Catalyst Capital Advisors LLC148$60K0.0%-14.9%0.000%
7/31/2025 LJI Wealth Management LLC870$352K0.1%-7.9%0.000%
7/31/2025 Caitong International Asset Management Co. Ltd9,557$3.86M2.8%N/A0.003%
7/31/2025 Asset Management One Co. Ltd.100,482$40.62M0.1%+13.6%0.037%
7/31/2025 CAP Partners LLC11,168$4.51M2.8%-10.8%0.004%
7/30/2025 KPP Advisory Services LLC14,913$6.03M1.0%+1.2%0.005%
7/30/2025 Bleakley Financial Group LLC21,784$8.81M0.2%+28.4%0.008%
7/30/2025 Strategic Blueprint LLC1,428$577K0.0%-36.8%0.001%
7/30/2025 Principle Wealth Partners LLC969$392K0.0%N/A0.000%
7/30/2025 Capital Wealth Alliance LLC44,091$17.82M9.6%+0.5%0.016%
7/30/2025 Sloy Dahl & Holst LLC22,789$9.21M1.3%+20.8%0.008%
7/30/2025 Freedom Investment Management Inc.1,698$686K0.1%-17.3%0.001%
7/30/2025 Ethic Inc.2,900$1.11M0.0%+76.6%0.001%
7/30/2025 Rehmann Capital Advisory Group1,008$408K0.0%+43.6%0.000%
7/30/2025 Family Capital Management Inc.4,659$1.88M1.0%-7.0%0.002%
7/30/2025 Sentry LLC518$209K0.0%N/A0.000%
7/30/2025 Brookstone Capital Management15,102$6.11M0.1%+3.7%0.006%
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7/30/2025 D.A. Davidson & CO.2,223$899K0.0%+71.4%0.001%
7/30/2025 Sanders Morris Harris LLC1,000$404K0.1%N/A0.000%
7/30/2025 Smith Thornton Advisors LLC515$208K0.1%N/A0.000%
7/30/2025 Syntegra Private Wealth Group LLC2,617$1.06M0.1%+95.9%0.001%
7/30/2025 Avidian Wealth Enterprises LLC1,195$483K0.0%+23.5%0.000%
7/30/2025 Journey Advisory Group LLC503$203K0.0%N/A0.000%
7/30/2025 Financial Perspectives Inc912$369K0.1%+21.8%0.000%
7/30/2025 Drive Wealth Management LLC1,047$423K0.1%-13.4%0.000%
7/29/2025 Mountain Capital Investment Advisors Inc.1,242$464K0.1%+19.2%0.000%
7/29/2025 Crux Wealth Advisors558$226K0.1%N/A0.000%
7/29/2025 Chicago Partners Investment Group LLC11,753$4.85M0.1%+11.5%0.004%
7/29/2025 Pinnacle Wealth Management LLC6,663$2.69M2.3%+853.2%0.002%
7/29/2025 International Assets Investment Management LLC1,121$453K0.0%+22.0%0.000%
7/29/2025 SAM Advisors LLC496$200K0.1%N/A0.000%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al23,000$9.30M0.1%N/A0.008%
7/29/2025 Signature Estate & Investment Advisors LLC575$232K0.0%-32.8%0.000%
7/29/2025 Quotient Wealth Partners LLC738$298K0.0%N/A0.000%
7/29/2025 Koshinski Asset Management Inc.1,748$707K0.1%+16.3%0.001%
7/29/2025 Hartline Investment Corp8,162$3.30M0.4%+353.7%0.003%
7/29/2025 Stratos Wealth Partners LTD.11,109$4.49M0.1%-8.0%0.004%
7/29/2025 Stratos Wealth Advisors LLC8,556$3.46M0.2%+2.9%0.003%
7/29/2025 Private Trust Co. NA787$318K0.0%+293.5%0.000%
7/29/2025 Angeles Wealth Management LLC841$340K0.0%-10.3%0.000%
7/29/2025 Nordea Investment Management AB21,472$8.45M0.0%+17.3%0.008%
7/29/2025 Praxis Investment Management Inc.5,890$2.38M0.2%-12.9%0.002%
7/29/2025 Bellecapital International Ltd.2,908$1.18M0.2%+10.1%0.001%
7/28/2025 WealthPlan Investment Management LLC685$277K0.0%N/A0.000%
7/28/2025 Allianz Asset Management GmbH10,738$4.34M0.0%-28.6%0.004%
7/28/2025 Mutual Advisors LLC1,350$548K0.0%+2.0%0.000%
7/28/2025 Generali Asset Management SPA SGR67,806$27.41M0.6%+4.1%0.025%
7/28/2025 Essex LLC530$214K0.0%N/A0.000%
7/28/2025 Ritholtz Wealth Management1,787$722K0.0%N/A0.001%
7/28/2025 Private Wealth Asset Management LLC195$79K0.0%+3,150.0%0.000%
7/28/2025 Harbour Investments Inc.4,311$1.74M0.0%-63.2%0.002%
7/28/2025 Sagespring Wealth Partners LLC1,982$801K0.0%+78.2%0.001%
7/28/2025 TD Asset Management Inc107,991$43.65M0.0%+22.1%0.039%
7/28/2025 RFG Advisory LLC638$258K0.0%N/A0.000%
7/28/2025 Acorn Financial Advisory Services Inc. ADV42,318$17.11M2.8%-11.4%0.015%
7/25/2025 Atria Wealth Solutions Inc.6,617$2.67M0.1%-52.6%0.002%
7/25/2025 Envestnet Portfolio Solutions Inc.764$309K0.0%N/A0.000%
7/25/2025 Sequoia Financial Advisors LLC7,087$2.87M0.0%+5.9%0.003%
7/25/2025 Yousif Capital Management LLC3,110$1.26M0.0%+6.9%0.001%
7/25/2025 Allspring Global Investments Holdings LLC986$368K0.0%N/A0.000%
7/25/2025 Alta Advisers Ltd1,110$449K0.2%+9.9%0.000%
7/25/2025 CWM LLC16,641$6.73M0.0%-5.8%0.006%
7/25/2025 Vanguard Personalized Indexing Management LLC22,896$9.26M0.1%+44.1%0.008%
7/25/2025 Stonehage Fleming Financial Services Holdings Ltd160$65K0.0%-63.2%0.000%
7/25/2025 Apollon Wealth Management LLC12,822$5.18M0.1%+3.3%0.005%
7/24/2025 Invictus Private Wealth LLC5,190$2.10M0.1%-70.3%0.002%
7/24/2025 SLT Holdings LLC1,719$695K0.5%-34.0%0.001%
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7/24/2025 Aberdeen Group plc37,776$15.16M0.0%+26.1%0.014%
7/24/2025 Strengthening Families & Communities LLC251$101K0.1%N/A0.000%
7/24/2025 Strong Tower Advisory Services134,075$54.20M10.7%-1.0%0.049%
7/24/2025 PDS Planning Inc541$219K0.0%N/A0.000%
7/24/2025 Blue Trust Inc.599$242K0.0%-62.6%0.000%
7/24/2025 Robertson Stephens Wealth Management LLC587$237K0.0%N/A0.000%
7/24/2025 Cyndeo Wealth Partners LLC6,937$2.80M0.2%+61.7%0.003%
7/24/2025 Vivid Wealth Management LLC7,334$2.97M1.3%-5.4%0.003%
7/24/2025 Stonebridge Financial Group LLC1,297$524K0.1%+119.1%0.000%
7/24/2025 IFP Advisors Inc4,905$2.08M0.1%-72.9%0.002%
(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, 969 institutional investors and hedge funds held shares of MicroStrategy. The most heavily invested institutionals were Vanguard Group Inc. ($4.72B), Capital International Investors ($3.66B), Geode Capital Management LLC ($881.47M), Norges Bank ($523.98M), Northern Trust Corp ($311.69M), Sumitomo Mitsui Trust Group Inc. ($237.91M), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($232.41M).Learn more on MicroStrategy's institutional investors.

What percentage of MicroStrategy's stock is owned by institutional investors?

59.84% of MicroStrategy's stock is owned by institutional investors. Learn more on MSTR's institutional investor holdings.

Which institutional investors have been buying MicroStrategy's stock?

Of the 896 institutional investors that purchased MicroStrategy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Geode Capital Management LLC ($2.83M), Norges Bank ($1.92M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($742.75K), Charles Schwab Investment Management Inc. ($690.37K), Sumitomo Mitsui Trust Group Inc. ($559.38K), Vanguard Group Inc. ($529.18K), and Swiss National Bank ($479.70K).

How much institutional buying is happening at MicroStrategy?

Institutional investors have bought a total of 18,388,160 shares in the last 24 months. This purchase volume represents approximately $4.21B in transactions.

Which of MicroStrategy's major shareholders have been selling company stock?

Of the 229 institutional investors that sold MicroStrategy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Voya Investment Management LLC ($8.95M), Deutsche Bank AG ($8.11M), Capital International Investors ($4.88M), Royal Bank of Canada ($1.72M), Vanguard Group Inc. ($1.15M), Hsbc Holdings PLC ($296.23K), and DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($243.32K).

How much institutional selling is happening at MicroStrategy?

Institutional investors have sold a total of 27,290,292 shares in the last 24 months. This volume of shares sold represents approximately $7.91B in transactions.


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This page (NASDAQ:MSTR) was last updated on 8/2/2025 by MarketBeat.com Staff
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