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MicroStrategy (MSTR) Institutional Ownership

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$404.23 +20.35 (+5.30%)
As of 04:00 PM Eastern
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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)
732
Total
Institutional Inflows
(last 12 months)
$3.96B
Number of
Institutional Sellers
(last 12 months)
186
Total
Institutional Outflows
(last 12 months)
$7.86B
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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
6/26/2025AG2R LA Mondiale Gestion D Actifs8,676$2.50M0.1%N/A0.003%
6/23/2025Swedbank AB60,195$17.35M0.0%N/A0.022%
6/18/2025Voya Investment Management LLC73,390$21.16M0.0%-32.6%0.027%
5/28/2025Strs Ohio3,140$905K0.0%N/A0.001%
5/19/2025Game Plan Financial Advisors LLC88$25K0.0%-31.3%0.000%
5/16/2025Great Lakes Advisors LLC4,408$1.27M0.0%-9.4%0.002%
5/15/2025Titleist Asset Management LLC19,720$5.69M0.7%+208.9%0.007%
5/15/2025Baird Financial Group Inc.6,577$1.90M0.0%-8.6%0.002%
5/15/2025Gordian Capital Singapore Pte Ltd1,010$292K0.2%+11.0%0.000%
5/14/2025Wealth Preservation Advisors LLC1,301$375K0.3%N/A0.000%
5/14/2025Corebridge Financial Inc.16,691$4.81M0.0%+26.8%0.006%
5/14/2025MetLife Investment Management LLC4,790$1.38M0.0%+43.0%0.002%
5/14/2025Allstate Corp8,117$2.34M0.1%+50.3%0.003%
5/14/2025Resolute Advisors LLC2,506$722K0.2%+57.9%0.001%
5/14/2025Summit Financial LLC815$235K0.0%+5.3%0.000%
5/14/2025BI Asset Management Fondsmaeglerselskab A S10,325$2.98M0.0%-64.9%0.004%
5/14/2025Quantbot Technologies LP3,638$1.05M0.0%N/A0.001%
5/13/2025Alpha Family Trust1,110$320K0.2%N/A0.000%
5/13/2025Mill Creek Capital Advisors LLC1,701$490K0.0%+2.8%0.001%
5/13/2025Nations Financial Group Inc. IA ADV34,485$9.94M0.8%+2.0%0.013%
5/13/2025Ethic Inc.1,642$502K0.0%+43.2%0.001%
5/13/2025EverSource Wealth Advisors LLC32,088$9.25M0.5%+41.3%0.012%
5/13/2025Triglav Skladi D.O.O.500$144K0.0%N/A0.000%
5/13/2025Gulf International Bank UK Ltd12,153$3.50M0.1%-20.2%0.004%
5/9/2025AXS Investments LLC2,265$653K0.2%-5.2%0.001%
5/9/2025Palisades Hudson Asset Management L.P.1,141$329K0.1%-29.0%0.000%
5/9/2025OVERSEA CHINESE BANKING Corp Ltd47,853$13.80M0.4%N/A0.019%
5/8/2025Strategic Advocates LLC7,853$2.26M0.8%+5.4%0.003%
5/8/2025Arkadios Wealth Advisors5,433$1.57M0.1%+14.3%0.002%
5/7/2025Pin Oak Investment Advisors Inc.568$164K0.1%+95.9%0.000%
5/7/2025AM Investment Strategies LLC1,451$418K0.1%-31.3%0.001%
5/6/2025Navellier & Associates Inc.6,156$1.78M0.3%+28.3%0.002%
5/6/2025Wedbush Securities Inc.10,503$3.03M0.1%+21.1%0.004%
5/6/2025Close Asset Management Ltd3,879$1.12M0.0%-4.5%0.002%
5/5/2025HighPoint Advisor Group LLC4,462$1.29M0.1%+22.7%0.002%
5/5/2025Lindbrook Capital LLC622$179K0.0%+15.4%0.000%
5/5/2025Hollencrest Capital Management1,934$558K0.0%+4.0%0.001%
5/2/2025OVERSEA CHINESE BANKING Corp Ltd47,853$13.80M0.1%N/A0.019%
5/2/2025SBI Securities Co. Ltd.36,650$10.57M0.4%-3.7%0.014%
5/2/2025Bogart Wealth LLC249$72K0.0%-37.0%0.000%
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5/1/2025Schechter Investment Advisors LLC1,041$300K0.0%-7.1%0.000%
4/30/2025Correct Capital Wealth Management188,463$54.33M8.8%+12.4%0.073%
4/30/2025Moloney Securities Asset Management LLC1,318$380K0.1%+62.1%0.001%
4/30/2025Greenleaf Trust5,671$1.64M0.0%+17.1%0.002%
4/30/2025China Universal Asset Management Co. Ltd.5,871$1.69M0.2%+97.1%0.002%
4/29/2025Hexagon Capital Partners LLC157$45K0.0%+7,750.0%0.000%
4/29/2025Strategic Blueprint LLC2,260$652K0.0%-31.7%0.001%
4/29/2025Hartline Investment Corp1,799$519K0.1%-94.9%0.001%
4/25/2025Argent Advisors Inc.11,000$3.17M1.1%+29.4%0.004%
4/25/2025Amalgamated Bank12,455$3.59M0.0%+43.0%0.005%
4/25/2025Sumitomo Mitsui Trust Group Inc.528,850$152.45M0.1%+27.4%0.205%
4/23/2025Creative Financial Designs Inc. ADV705$203K0.0%+21.1%0.000%
4/23/2025EQ Wealth Advisors LLC307$88K0.1%N/A0.000%
4/21/2025Kingswood Wealth Advisors LLC38,815$11.26M0.4%-27.9%0.015%
4/17/2025FNY Investment Advisers LLC2,963$854K0.5%N/A0.001%
4/17/2025Janney Montgomery Scott LLC27,905$8.04M0.0%+3.3%0.011%
4/16/2025Tobam13,544$3.90M1.7%-9.3%0.005%
4/15/2025First United Bank & Trust100$29K0.0%N/A0.000%
4/15/2025Handelsbanken Fonder AB50,060$14.43M0.1%+4.2%0.019%
4/15/2025GAMMA Investing LLC830$239K0.0%+47.7%0.000%
4/14/2025Yousif Capital Management LLC2,909$839K0.0%+42.9%0.001%
4/14/2025Farther Finance Advisors LLC6,367$1.95M0.0%-3.2%0.002%
4/10/2025Thurston Springer Miller Herd & Titak Inc.231$67K0.0%+40.9%0.000%
4/9/2025NBC Securities Inc.820$236K0.0%N/A0.000%
4/9/2025Fiduciary Alliance LLC34,981$10.08M1.0%+12.8%0.014%
4/8/2025Rhumbline Advisers268,406$77.37M0.1%+35.5%0.098%
4/8/2025Rothschild Investment LLC2,049$591K0.0%+2.3%0.001%
4/8/2025Parallel Advisors LLC4,010$1.16M0.0%+10.3%0.002%
4/7/2025GAMMA Investing LLC239,264$68.97M0.0%+42,473.7%0.093%
4/7/2025AdvisorNet Financial Inc5,651$1.63M0.1%+29.0%0.002%
4/3/2025Versant Capital Management Inc347$100K0.0%+146.1%0.000%
4/3/2025First Hawaiian Bank1,185$342K0.0%+6.8%0.000%
4/2/2025Global Wealth Strategies & Associates408$118K0.0%+482.9%0.000%
4/1/2025MassMutual Private Wealth & Trust FSB2,740$790K0.0%+31.5%0.001%
4/1/2025Stonehearth Capital Management LLC2,206$636K0.3%+10.2%0.001%
3/24/2025Wellington Management Group LLP3,565$1.03M0.0%-47.0%0.001%
3/24/2025Mascagni Wealth Management Inc.200$58K0.0%N/A0.000%
3/18/2025Objective Capital Management LLC767$222K0.1%N/A0.000%
3/18/2025111 Capital3,130$907K0.2%N/A0.001%
3/17/2025Wealth Enhancement Advisory Services LLC50,972$14.76M0.0%-10.2%0.020%
3/17/2025NorthCrest Asset Manangement LLC1,222$354K0.0%N/A0.000%
3/12/2025Northstar Financial Companies Inc.750$217K0.2%N/A0.000%
3/12/2025Centaurus Financial Inc.4,998$1.45M0.1%+146.0%0.002%
3/6/2025IronOak Wealth LLC.2,026$587K0.7%N/A0.001%
3/5/2025Castle Rock Wealth Management LLC1,765$511K0.1%N/A0.001%
3/4/2025Dogwood Wealth Management LLC198$57K0.0%N/A0.000%
3/4/2025Siemens Fonds Invest GmbH119,654$33K0.0%+6,992.7%0.046%
2/28/2025BridgePort Financial Solutions LLC2,330$675K0.3%N/A0.001%
2/28/2025Park Square Financial Group LLC2,409$698K0.5%N/A0.001%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH57,910$16.77M0.0%N/A0.024%
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2/27/2025Chelsea Counsel Co.200$58K0.0%N/A0.000%
2/26/2025Discipline Wealth Solutions LLC1,027$297K0.1%N/A0.000%
2/25/2025Heck Capital Advisors LLC535$155K0.0%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.2,945$853K0.0%+93.5%0.001%
2/25/2025Armis Advisers LLC1,588$460K0.1%N/A0.001%
2/25/2025Garde Capital Inc.500$145K0.0%N/A0.000%
2/21/2025Vermillion Wealth Management Inc.185$54K0.0%N/A0.000%
2/20/2025Mackenzie Financial Corp13,460$3.90M0.0%+72.1%0.006%
2/20/2025Revisor Wealth Management LLC1,805$527K0.5%-46.6%0.001%
2/19/2025Toronto Dominion Bank30,706$8.89M0.0%+55.0%0.013%
(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, 879 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), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($232.41M), and Charles Schwab Investment Management Inc. ($220.63M).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 818 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), Vanguard Group Inc. ($529.18K), Sumitomo Mitsui Trust Group Inc. ($499.69K), and Swiss National Bank ($479.70K).

How much institutional buying is happening at MicroStrategy?

Institutional investors have bought a total of 17,803,146 shares in the last 24 months. This purchase volume represents approximately $3.96B in transactions.

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

Of the 186 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 27,195,908 shares in the last 24 months. This volume of shares sold represents approximately $7.86B in transactions.


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This page (NASDAQ:MSTR) was last updated on 6/30/2025 by MarketBeat.com Staff
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