S&P 500   4,288.05
DOW   33,507.50
QQQ   358.27
Federal student loan payments are starting again. Here's what you need to know
Laser breakthrough could send stock soaring 2,467% (Ad)
Stock market today: Asian shares mixed as Japan business confidence rises and US shutdown is averted
Bank of Japan survey shows manufacturers optimistic about economy
Laser breakthrough could send stock soaring 2,467% (Ad)
Facing increasing pressure from customers, some miners are switching to renewable energy
Grant program for Black women entrepreneurs blocked by federal appeals court
Laser breakthrough could send stock soaring 2,467% (Ad)
The death toll in a collapsed gold mine in Zimbabwe expected to rise to 13, vice president says
Late-night shows return after writers strike as actors resume talks that could end their standoff
S&P 500   4,288.05
DOW   33,507.50
QQQ   358.27
Federal student loan payments are starting again. Here's what you need to know
Laser breakthrough could send stock soaring 2,467% (Ad)
Stock market today: Asian shares mixed as Japan business confidence rises and US shutdown is averted
Bank of Japan survey shows manufacturers optimistic about economy
Laser breakthrough could send stock soaring 2,467% (Ad)
Facing increasing pressure from customers, some miners are switching to renewable energy
Grant program for Black women entrepreneurs blocked by federal appeals court
Laser breakthrough could send stock soaring 2,467% (Ad)
The death toll in a collapsed gold mine in Zimbabwe expected to rise to 13, vice president says
Late-night shows return after writers strike as actors resume talks that could end their standoff
S&P 500   4,288.05
DOW   33,507.50
QQQ   358.27
Federal student loan payments are starting again. Here's what you need to know
Laser breakthrough could send stock soaring 2,467% (Ad)
Stock market today: Asian shares mixed as Japan business confidence rises and US shutdown is averted
Bank of Japan survey shows manufacturers optimistic about economy
Laser breakthrough could send stock soaring 2,467% (Ad)
Facing increasing pressure from customers, some miners are switching to renewable energy
Grant program for Black women entrepreneurs blocked by federal appeals court
Laser breakthrough could send stock soaring 2,467% (Ad)
The death toll in a collapsed gold mine in Zimbabwe expected to rise to 13, vice president says
Late-night shows return after writers strike as actors resume talks that could end their standoff
S&P 500   4,288.05
DOW   33,507.50
QQQ   358.27
Federal student loan payments are starting again. Here's what you need to know
Laser breakthrough could send stock soaring 2,467% (Ad)
Stock market today: Asian shares mixed as Japan business confidence rises and US shutdown is averted
Bank of Japan survey shows manufacturers optimistic about economy
Laser breakthrough could send stock soaring 2,467% (Ad)
Facing increasing pressure from customers, some miners are switching to renewable energy
Grant program for Black women entrepreneurs blocked by federal appeals court
Laser breakthrough could send stock soaring 2,467% (Ad)
The death toll in a collapsed gold mine in Zimbabwe expected to rise to 13, vice president says
Late-night shows return after writers strike as actors resume talks that could end their standoff
NASDAQ:MSTR

MicroStrategy (MSTR) Institutional Ownership

$328.28
-0.64 (-0.19%)
(As of 09/29/2023 08:53 PM ET)
Compare
Today's Range
$324.90
▼
$334.48
50-Day Range
$315.63
▼
$443.46
52-Week Range
$132.56
▼
$475.09
Volume
391,900 shs
Average Volume
757,887 shs
Market Capitalization
$4.63 billion
P/E Ratio
36.52
Dividend Yield
N/A
Price Target
$390.00
ProfileAnalyst RatingsChartCompetitorsEarningsFinancialsInsider TradesInstitutional OwnershipHeadlinesOptions ChainSEC FilingsShort InterestSocial MediaSustainability

Institutional Ownership Changes (13F Filings) for MicroStrategy (NASDAQ:MSTR)

Current
Institutional Ownership
Percentage
49.44%
Number of
Institutional Buyers
(last 12 months)
168
Total
Institutional Inflows
(last 12 months)
$267.81 M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$901.53 M
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Skip Chart & View Institutional Buying and Selling Data

MSTR Institutional Buying and Selling by Quarter


MicroStrategy Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2023Virginia Retirement Systems ET AL1,300$0.45M0.0%N/A0.009%
8/21/2023California State Teachers Retirement System13,336$4.57M0.0%+12.9%0.095%
8/21/2023Osaic Holdings Inc.26,730$9.16M0.0%-10.0%0.190%
8/16/2023GTS Securities LLC4,512$1.55M0.0%N/A0.032%
8/15/2023Alliancebernstein L.P.13,563$4.64M0.0%+23.9%0.096%
8/15/2023Equitable Holdings Inc.1,025$0.35M0.0%N/A0.007%
8/15/2023Wells Fargo & Company MN32,324$11.07M0.0%+13.0%0.229%
8/15/2023Y Intercept Hong Kong Ltd2,628$0.90M0.1%N/A0.019%
8/15/2023Zacks Investment Management2,717$0.93M0.0%N/A0.019%
8/15/2023DRW Securities LLC1,500$0.51M0.0%N/A0.011%
8/15/2023Captrust Financial Advisors1,947$0.67M0.0%+4.1%0.014%
8/15/2023Quantitative Investment Management LLC6,822$2.34M0.2%+126.9%0.048%
8/15/2023Royal Bank of Canada2,951$1.01M0.0%+23.6%0.021%
8/15/2023Seven Eight Capital LP6,924$2.37M0.4%+272.3%0.049%
8/15/2023Stifel Financial Corp2,357$0.81M0.0%+12.8%0.017%
8/15/2023Berkshire Capital Holdings Inc.21,950$7.52M3.1%-16.6%0.156%
8/15/2023C M Bidwell & Associates Ltd.118$40K0.0%N/A0.001%
8/15/2023Capula Management Ltd1,960$0.67M0.0%N/A0.014%
8/14/2023Mercer Global Advisors Inc. ADV1,563$0.54M0.0%N/A0.011%
8/14/2023United Capital Financial Advisers LLC3,150$1.08M0.0%-33.6%0.022%
8/14/2023IFP Advisors Inc1,471$0.50M0.0%-3.3%0.010%
8/14/2023Tower Research Capital LLC TRC 1,779$0.61M0.0%+273.0%0.013%
8/14/2023Horizon Kinetics Asset Management LLC19,919$6.82M0.1%-0.1%0.141%
8/14/2023State of Wisconsin Investment Board8,354$2.86M0.0%+15.0%0.059%
8/14/2023MML Investors Services LLC5,789$1.98M0.0%-15.0%0.041%
8/14/2023Nuveen Asset Management LLC28,614$9.80M0.0%-0.1%0.203%
8/14/2023Silvercrest Asset Management Group LLC600$0.21M0.0%N/A0.004%
8/11/2023Natixis1,999$0.68M0.0%+25.6%0.015%
8/11/2023Credit Suisse AG18,576$6.36M0.0%+28.9%0.143%
8/11/2023Ameritas Investment Partners Inc.913$0.31M0.0%+17.7%0.007%
8/11/2023Kestra Advisory Services LLC811$0.28M0.0%N/A0.006%
8/11/2023State Board of Administration of Florida Retirement System3,136$1.07M0.0%+38.4%0.024%
8/11/2023The Manufacturers Life Insurance Company 4,388$1.50M0.0%+16.1%0.034%
8/11/2023Hsbc Holdings PLC4,365$1.50M0.0%+235.8%0.034%
8/11/2023Franklin Resources Inc.900$0.31M0.0%N/A0.007%
8/11/2023Capital World Investors70,100$24M0.0%-43.1%0.541%
8/11/2023Capital International Investors1,549,667$530.64M0.1%+0.2%11.957%
8/11/2023Geode Capital Management LLC221,013$75.68M0.0%+16.4%1.705%
8/11/2023Northern Trust Corp105,827$36.24M0.0%+19.4%0.817%
8/10/2023MetLife Investment Management LLC5,828$2M0.0%+15.0%0.045%
8/10/2023Osaic Holdings Inc.26,730$9.16M0.0%-10.0%0.206%
8/10/2023Metropolitan Life Insurance Co NY604$0.21M0.0%+15.9%0.005%
8/10/2023ProShare Advisors LLC1,960$0.67M0.0%+43.6%0.015%
8/10/2023Commonwealth Equity Services LLC11,776$4.03M0.0%+2.5%0.091%
8/10/2023US Bancorp DE282$97K0.0%+10.6%0.002%
8/10/2023Private Advisor Group LLC4,009$1.37M0.0%-4.5%0.031%
8/10/2023Moors & Cabot Inc.2,552$0.87M0.1%+3.7%0.020%
8/10/2023Meitav Investment House Ltd.39,480$13.24M0.2%N/A0.305%
8/10/2023Cetera Advisor Networks LLC672$0.23M0.0%N/A0.005%
8/10/2023Charles Schwab Investment Management Inc.85,077$29.13M0.0%+13.9%0.656%
8/9/2023Kingswood Wealth Advisors LLC1,680$0.58M0.2%N/A0.013%
8/9/2023Spire Wealth Management2,562$0.88M0.0%+92.9%0.020%
8/9/2023BNP Paribas Arbitrage SNC5,263$1.80M0.0%-73.4%0.041%
8/9/2023Swiss National Bank23,900$8.18M0.0%+18.3%0.184%
8/9/2023Longitude Cayman Ltd.7,700$2.64M2.0%+2.7%0.059%
8/9/2023California Public Employees Retirement System15,648$5.36M0.0%+2.6%0.121%
8/8/2023Rhumbline Advisers16,663$5.71M0.0%+7.7%0.129%
8/8/2023Pekin Hardy Strauss Inc.875$0.30M0.0%N/A0.007%
8/8/2023Kapstone Financial Advisors LLC3,361$1.46M1.2%+462.0%0.026%
8/7/2023Principal Financial Group Inc.1,306$0.45M0.0%+20.8%0.010%
8/4/2023American International Group Inc.5,323$1.82M0.0%+14.1%0.041%
8/4/2023IFP Advisors Inc1,471$0.19M0.0%-3.3%0.011%
8/4/2023Apollon Wealth Management LLC1,192$0.41M0.0%+9.6%0.009%
8/4/2023Sumitomo Mitsui DS Asset Management Company Ltd611$0.21M0.0%-27.1%0.005%
8/3/2023Atria Wealth Solutions Inc.978$0.34M0.0%-6.5%0.008%
8/3/2023Barclays PLC17,877$6.12M0.0%-263.4%0.127%
8/3/2023CWM LLC301$0.10M0.0%+44.7%0.002%
8/3/2023Van ECK Associates Corp18,022$6.17M0.0%+34.1%0.139%
8/3/2023Mackenzie Financial Corp696$0.26M0.0%N/A0.005%
8/3/2023RFG Advisory LLC2,362$0.81M0.0%+9.8%0.018%
8/3/2023Bank of New York Mellon Corp45,818$15.69M0.0%+9.4%0.354%
8/3/2023Financial Sense Advisors Inc.6,300$2.16M0.9%+13.3%0.049%
8/2/2023Nkcfo LLC2,650$0.91M0.4%+20.5%0.020%
8/2/2023Bank of Montreal Can4,956$1.70M0.0%N/A0.038%
8/2/2023Perigon Wealth Management LLC984$0.34M0.0%N/A0.008%
8/2/2023State of New Jersey Common Pension Fund D7,943$2.72M0.0%-8.1%0.061%
8/1/2023Arizona State Retirement System3,083$1.06M0.0%+13.8%0.024%
8/1/2023Heritage Investors Management Corp3,218$1.10M0.0%-2.6%0.025%
7/31/2023LPL Financial LLC24,740$8.47M0.0%-2.4%0.191%
7/31/2023Johnson Financial Group LLC15,000$5.14M0.7%-24.0%0.116%
7/31/2023Duality Advisers LP1,906$0.65M0.1%N/A0.015%
7/31/2023Tobam733$0.25M0.0%-15.6%0.006%
7/31/2023Strs Ohio700$0.24M0.0%N/A0.005%
7/28/2023MTM Investment Management LLC944$0.32M0.2%+4.0%0.007%
7/28/2023First Republic Investment Management Inc.3,306$1.13M0.0%-3.6%0.026%
7/28/2023Independent Advisor Alliance2,034$0.70M0.0%-8.7%0.016%
7/27/2023Victory Capital Management Inc.1,193$0.41M0.0%+11.0%0.009%
7/27/2023Virtu Financial LLC18,712$6.41M0.5%N/A0.144%
7/27/2023GAM Holding AG41,040$14.05M1.0%-6.7%0.317%
7/27/2023Pinnacle Associates Ltd.2,609$0.89M0.0%+62.2%0.020%
7/26/2023Close Asset Management Ltd357$0.12M0.0%+14.1%0.003%
7/26/2023Janney Montgomery Scott LLC1,876$0.64M0.0%+26.7%0.014%
7/26/2023National Bank of Canada FI2,600$0.88M0.0%+47.1%0.020%
7/25/2023QCM Cayman Ltd.589$0.20M1.2%-25.9%0.005%
7/24/2023Allspring Global Investments Holdings LLC534$0.18M0.0%+22.8%0.004%
7/24/2023Vontobel Holding Ltd.596$0.20M0.0%N/A0.005%
7/24/2023MRP Capital Investments LLC1,435$0.49M0.5%-23.1%0.011%
7/24/2023Meitav Investment House Ltd.39,480$13.24M0.2%N/A0.305%
7/21/2023Capital Wealth Alliance LLC3,900$1.34M1.0%-1.2%0.030%
7/21/2023Creative Planning3,444$1.18M0.0%-47.5%0.027%
(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, 304 institutional investors and hedge funds held shares of MicroStrategy. The most heavily invested institutionals were Capital International Investors ($530.64M), BlackRock Inc. ($322.15M), Morgan Stanley ($249.69M), Vanguard Group Inc. ($190.59M), Geode Capital Management LLC ($75.68M), Invesco Ltd. ($44.88M), and Northern Trust Corp ($36.24M).Learn more on MSTR's institutional investors.

What percentage of MicroStrategy stock is owned by institutional investors?

49.44% 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 262 institutional investors that purchased MicroStrategy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital World Investors ($0.50M), Renaissance Technologies LLC ($0.40M), Capital International Investors ($0.34M), Vanguard Group Inc. ($0.24M), Citigroup Inc. ($0.12M), Two Sigma Advisers LP ($0.10M), and Meitav Investment House Ltd. ($78.96K).

How much institutional buying is happening at MicroStrategy?

Institutional investors have bought a total of 3,070,498 shares in the last 24 months. This purchase volume represents approximately $1.24B in transactions.

Which MicroStrategy major shareholders have been selling company stock?

Of the 154 institutional investors that sold MicroStrategy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($13.99M), Royal Bank of Canada ($2.82M), Healthcare of Ontario Pension Plan Trust Fund ($1.48M), Credit Suisse AG ($1M), BlackRock Inc. ($0.67M), Bank of New York Mellon Corp ($0.44M), and Renaissance Technologies LLC ($0.34M).

How much institutional selling is happening at MicroStrategy?

Institutional investors have sold a total of 21,926,255 shares in the last 24 months. This volume of shares sold represents approximately $4.82B in transactions.


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This page (NASDAQ:MSTR) was last updated on 10/2/2023 by MarketBeat.com Staff

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