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MicroStrategy (MSTR) Institutional Ownership

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$434.58 +12.84 (+3.04%)
Closing price 07/11/2025 04:00 PM Eastern
Extended Trading
$433.36 -1.21 (-0.28%)
As of 07/11/2025 07:59 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)
743
Total
Institutional Inflows
(last 12 months)
$4.02B
Number of
Institutional Sellers
(last 12 months)
190
Total
Institutional Outflows
(last 12 months)
$7.87B
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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
7/11/2025Wealth Management Partners LLC2,105$833K0.3%-28.4%0.001%
7/11/2025Compass Ion Advisors LLC50,248$20.31M2.2%-7.1%0.018%
7/11/2025Farther Finance Advisors LLC7,341$2.97M0.1%+15.3%0.003%
7/11/2025SeaCrest Wealth Management LLC2,519$1.02M0.1%+1.9%0.001%
7/11/2025Diversified Trust Co709$287K0.0%N/A0.000%
7/11/2025Assenagon Asset Management S.A.7,065$2.86M0.0%+17.2%0.003%
7/11/2025Kapstone Financial Advisors LLC70,485$28.49M14.2%+2.6%0.026%
7/11/2025IFM Investors Pty Ltd47,697$19.28M0.2%+11.1%0.017%
7/11/2025Grove Bank & Trust211$85K0.0%+163.8%0.000%
7/10/2025 Sterling Financial Group Inc.3,606$1.46M0.5%-50.9%0.001%
7/10/2025 Three Seasons Wealth LLC527$213K0.0%N/A0.000%
7/10/2025 YHB Investment Advisors Inc.788$319K0.0%+8.5%0.000%
7/10/2025 Exchange Traded Concepts LLC61,439$24.84M0.3%-9.2%0.022%
7/10/2025 Park Capital Management LLC WI779$315K0.3%N/A0.000%
7/10/2025 Polianta Ltd3,400$1.37M0.6%N/A0.001%
7/10/2025 NorthCrest Asset Manangement LLC2,097$847K0.0%+27.1%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC50,914$20.57M0.0%-0.8%0.019%
7/10/2025 Mn Services Vermogensbeheer B.V.92,500$37.39M0.3%N/A0.034%
7/10/2025 Swedbank AB79,437$32.11M0.0%+32.0%0.029%
7/10/2025 Secure Asset Management LLC16,218$6.56M1.2%+20.3%0.006%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd37,876$15.31M0.1%+2.9%0.014%
7/10/2025 Signal Advisors Wealth LLC6,281$2.54M0.2%+75.2%0.002%
7/10/2025 Sovran Advisors LLC10,130$4.02M0.4%+16.6%0.004%
7/9/2025 Dynamic Advisor Solutions LLC6,832$2.76M0.1%-9.6%0.002%
7/9/2025 Hummer Financial Advisory Services Inc600$243K0.2%N/A0.000%
7/9/2025 Aaron Wealth Advisors LLC1,116$451K0.0%N/A0.000%
7/9/2025 Fiduciary Alliance LLC44,918$18.16M1.4%+28.4%0.016%
7/9/2025 Pacific Capital Wealth Advisors Inc.29,089$11.51M2.1%+1.3%0.011%
7/9/2025 Veracity Capital LLC1,362$551K0.2%+5.9%0.000%
7/9/2025 Key Client Fiduciary Advisors LLC2,112$854K0.3%+28.5%0.001%
7/9/2025 Westmount Partners LLC579$234K0.1%-77.9%0.000%
7/9/2025 Presidio Capital Management LLC1,441$582K0.2%-8.4%0.001%
7/9/2025 MassMutual Private Wealth & Trust FSB2,798$1.13M0.0%+2.1%0.001%
7/8/2025 Strategic Advocates LLC7,994$3.23M1.0%+1.8%0.003%
7/8/2025 First National Corp MA ADV1,000$404K0.1%+11.1%0.000%
7/8/2025 Arlington Trust Co LLC149$60K0.0%+86.3%0.000%
7/7/2025 Whitaker Myers Wealth Managers LTD.1,361$550K0.1%N/A0.000%
7/7/2025 Global Wealth Strategies & Associates193$78K0.0%-52.7%0.000%
7/7/2025 Salem Investment Counselors Inc.5,251$2.12M0.1%+1,219.3%0.002%
7/7/2025 Discipline Wealth Solutions LLC1,243$503K0.2%-5.0%0.000%
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7/7/2025 Centurion Wealth Management LLC1,615$653K0.2%N/A0.001%
7/2/2025 Howard Financial Services LTD.619$250K0.0%N/A0.000%
7/2/2025 Doliver Advisors LP1,455$588K0.2%-6.1%0.001%
6/26/2025AG2R LA Mondiale Gestion D Actifs8,676$2.50M0.1%N/A0.003%
6/23/2025 Swedbank 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%
5/8/2025 Strategic 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%
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%
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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%
(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, 891 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 829 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 17,951,930 shares in the last 24 months. This purchase volume represents approximately $4.02B in transactions.

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

Of the 189 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 27,213,656 shares in the last 24 months. This volume of shares sold represents approximately $7.87B in transactions.


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This page (NASDAQ:MSTR) was last updated on 7/13/2025 by MarketBeat.com Staff
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