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MicroStrategy (MSTR) Institutional Ownership

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$1,282.38
+41.97 (+3.38%)
(As of 04:28 PM 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)
225
Total
Institutional Inflows
(last 12 months)
$506.92M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$269.34M
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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
4/26/2024 Mesirow Financial Investment Management Inc.200$341K0.0%N/A0.001%
4/25/2024Lodestar Private Asset Management LLC187$319K0.0%-59.1%0.001%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 2,939$5.01M0.0%+18.4%0.017%
4/25/2024MTM 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%
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%
4/19/2024 JTC Employer Solutions Trustee Ltd60$102K0.0%N/A0.000%
4/19/2024 Altiora Financial Group LLC201$343K0.1%N/A0.001%
4/18/2024 SeaCrest Wealth Management LLC492$839K0.1%N/A0.003%
4/18/2024 CAP Partners LLC506$863K0.8%N/A0.003%
4/18/2024 Synergy Asset Management LLC761$1.30M0.2%N/A0.004%
4/18/2024 Panoramic Investment Advisors LLC124$211K0.2%N/A0.001%
4/18/2024 Allspring Global Investments Holdings LLC34$58K0.0%N/A0.000%
4/18/2024 Claro Advisors LLC515$877K0.2%N/A0.003%
4/18/2024 Miracle Mile Advisors LLC134$228K0.0%N/A0.001%
4/18/2024 Diversified Trust Co384$655K0.0%N/A0.002%
4/18/2024 Compass Ion Advisors LLC9,152$15.60M2.2%+0.4%0.054%
4/17/2024 Fiduciary Alliance LLC1,134$1.86M0.3%+36.1%0.007%
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4/17/2024 Coston McIsaac & Partners88$150K0.0%-79.0%0.001%
4/16/2024 Webster Bank N. A.40$68K0.0%N/A0.000%
4/16/2024 LongView Wealth Management200$341K0.1%N/A0.001%
4/16/2024 Sunburst Financial Group LLC363$594K0.2%N/A0.002%
4/15/2024 Investment Partners Asset Management Inc.260$443K0.4%N/A0.002%
4/15/2024 Wealthcare Advisory Partners LLC227$387K0.0%-30.8%0.001%
4/15/2024 Brookstone Capital Management708$1.21M0.0%+107.0%0.004%
4/15/2024 Kingswood Wealth Advisors LLC4,333$7.39M0.9%+115.4%0.026%
4/15/2024 TB Alternative Assets Ltd.195$332K0.1%N/A0.001%
4/13/2024 Evanson Asset Management LLC300$511K0.0%N/A0.002%
4/12/2024 Annex Advisory Services LLC547$932K0.0%-53.9%0.003%
4/12/2024 Wealth Management Partners LLC448$764K0.4%N/A0.003%
4/12/2024 Strong Tower Advisory Services14,215$23.27M9.5%+36.7%0.084%
4/12/2024 Harbor Investment Advisory LLC15$26K0.0%-85.0%0.000%
4/12/2024 APEIRON CAPITAL Ltd31,600$53.86M21.4%N/A0.186%
4/11/2024 Ballentine Partners LLC298$508K0.0%N/A0.002%
4/11/2024 Salem Investment Counselors Inc.32$55K0.0%N/A0.000%
4/11/2024 International Assets Investment Management LLC153$250K0.0%-99.2%0.001%
4/11/2024 RFG Advisory LLC1,537$2.62M0.1%-53.5%0.009%
4/10/2024 Park Avenue Securities LLC368$627K0.0%N/A0.002%
4/10/2024 Banque Cantonale Vaudoise72$123K0.0%N/A0.000%
4/10/2024 MADDEN SECURITIES Corp4,268$7.28M3.4%N/A0.025%
4/9/2024 Rise Advisors LLC20$34K0.0%+233.3%0.000%
4/5/2024 NBC Securities Inc.82$139K0.0%-34.4%0.000%
4/5/2024 CWM LLC829$1.41M0.0%+109.3%0.005%
4/3/2024 Strategic Advocates LLC225$384K0.1%N/A0.001%
4/2/2024 Avondale Wealth Management36$61K0.0%N/A0.000%
4/2/2024 ST Germain D J Co. Inc.17$29K0.0%N/A0.000%
3/29/2024Kapitalo Investimentos Ltda312$197K0.0%+25.8%0.002%
3/28/2024 Newbridge Financial Services Group Inc.705$445K0.2%-1.8%0.004%
3/26/2024HighPoint Advisor Group LLC140$88K0.0%N/A0.001%
3/22/2024PNC Financial Services Group Inc.124$78K0.0%+300.0%0.001%
3/11/2024Vanguard Group Inc.1,151,977$727.61M0.0%+2.2%6.789%
2/28/2024American International Group Inc.6,072$3.84M0.0%+10.0%0.036%
2/26/2024Virtu Financial LLC2,750$1.74M0.1%+151.6%0.016%
2/23/2024Chicago Partners Investment Group LLC1,113$703K0.0%+39.0%0.008%
2/16/2024Spouting Rock Asset Management LLC1,271$803K0.3%+4.3%0.009%
2/15/2024Berkshire Capital Holdings Inc.15,470$9.77M4.4%+154,600.0%0.107%
2/14/2024Shariaportfolio Inc.1,183$747K0.5%+21.3%0.008%
2/14/2024VitalStone Financial LLC576$364K0.3%+152.6%0.004%
2/13/2024 Annex Advisory Services LLC1,186$749K0.0%N/A0.008%
2/13/2024Tower Research Capital LLC TRC 2,357$1.49M0.0%+806.5%0.016%
2/13/2024Capital International Investors1,558,897$984.63M0.2%+0.3%10.736%
2/13/2024CIBC Private Wealth Group LLC2,636$1.67M0.0%+23.4%0.018%
2/13/2024Accuvest Global Advisors11,153$7.04M7.5%-10.7%0.077%
2/13/2024KBC Group NV237$150K0.0%N/A0.002%
2/13/2024California State Teachers Retirement System12,826$8.10M0.0%+5.5%0.088%
2/13/2024Rathbones Group PLC1,101$695K0.0%+63.1%0.008%
2/12/2024BOCHK Asset Management Ltd1,150$726K0.4%N/A0.008%
2/12/2024Fiduciary Trust Co895$565K0.0%N/A0.006%
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2/12/2024Stifel Financial Corp15,184$9.59M0.0%+167.8%0.105%
2/12/2024Parallel Advisors LLC132$83K0.0%+30.7%0.001%
2/12/2024Hilltop Holdings Inc.500$316K0.0%N/A0.003%
2/12/2024Chesapeake Capital Corp IL1,030$651K0.5%N/A0.007%
2/12/2024Hsbc Holdings PLC16,495$10.39M0.0%+181.2%0.114%
2/9/2024Advisory Services Network LLC279$176K0.0%N/A0.002%
2/9/2024 Cambridge Investment Research Advisors Inc.10,080$6.37M0.0%-4.6%0.069%
2/9/2024Franklin Resources Inc.1,484$937K0.0%+12.4%0.010%
2/9/2024Corient Private Wealth LLC5,703$3.60M0.0%+225.5%0.039%
2/9/2024Gladstone Institutional Advisory LLC379$239K0.0%-38.0%0.003%
(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, 305 institutional investors and hedge funds held shares of MicroStrategy. The most heavily invested institutionals were Capital International Investors ($984.63M), Vanguard Group Inc. ($727.61M), Geode Capital Management LLC ($75.68M), Norges Bank ($70.99M), Charles Schwab Investment Management Inc. ($63.13M), Renaissance Technologies LLC ($60.11M), and APEIRON CAPITAL Ltd ($53.86M).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 280 institutional investors that purchased MicroStrategy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Renaissance Technologies LLC ($313.20K), Vanguard Group Inc. ($128.10K), Norges Bank ($112.39K), Meitav Investment House Ltd. ($78.96K), Capital International Investors ($51.97K), 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 1,713,654 shares in the last 24 months. This purchase volume represents approximately $673.33M in transactions.

Which MicroStrategy major shareholders have been selling company stock?

Of the 108 institutional investors that sold MicroStrategy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 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), SG Americas Securities LLC ($35.51K), and GAM Holding AG ($34.20K).

How much institutional selling is happening at MicroStrategy?

Institutional investors have sold a total of 949,191 shares in the last 24 months. This volume of shares sold represents approximately $337.84M in transactions.


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This page (NASDAQ:MSTR) was last updated on 4/26/2024 by MarketBeat.com Staff

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