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MicroStrategy (MSTR) Institutional Ownership

$1,778.50
+223.34 (+14.36%)
(As of 07/19/2024 ET)

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

Current
Institutional Ownership
Percentage
72.03%
Number of
Institutional Buyers
(last 12 months)
262
Total
Institutional Inflows
(last 12 months)
$1.83B
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$6.56B
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MSTR Institutional Buying and Selling by Quarter

MicroStrategy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/20/2024 Apollon Wealth Management LLC1,306$1.80M0.1%-7.7%0.007%
7/20/2024 Means Investment CO. Inc.296$407K0.0%-12.7%0.002%
7/20/2024 Nisa Investment Advisors LLC1,660$2.29M0.0%+246.6%0.009%
7/19/2024 CAP Partners LLC541$745K0.6%+6.9%0.003%
7/19/2024 Bellecapital International Ltd.749$1.03M0.2%-10.8%0.004%
7/19/2024 Sumitomo Mitsui Trust Holdings Inc.29,157$40.16M0.0%N/A0.164%
7/18/2024 Brookstone Capital Management980$1.35M0.0%+38.4%0.006%
7/18/2024 Assenagon Asset Management S.A.287$395K0.0%N/A0.002%
7/18/2024 Silver Lake Advisory LLC2,800$3.86M0.7%N/A0.016%
7/17/2024 Comprehensive Financial Consultants Institutional Inc.408$562K0.2%+33.8%0.002%
7/17/2024 Cigna Investments Inc. New164$226K0.0%+5.1%0.001%
7/17/2024 Baader Bank Aktiengesellschaft826$1.14M0.1%N/A0.005%
7/16/2024 Wealth Enhancement Advisory Services LLC5,332$7.34M0.0%-21.2%0.030%
7/16/2024 Sequoia Financial Advisors LLC296$408K0.0%+33.9%0.002%
7/16/2024 Strong Tower Advisory Services14,740$20.30M6.7%+3.7%0.083%
7/15/2024Dynamic Advisor Solutions LLC740$1.02M0.0%+113.3%0.004%
7/15/2024 American Asset Management Inc.200$275K0.3%N/A0.001%
7/13/2024 GSG Advisors LLC1,003$1.37M0.5%-19.8%0.006%
7/12/2024 Wealth Management Partners LLC429$591K0.3%-4.2%0.002%
7/12/2024 Gilman Hill Asset Management LLC200$275K0.0%N/A0.001%
7/12/2024 Annex Advisory Services LLC586$807K0.0%+7.1%0.003%
7/11/2024 Strategic Advocates LLC391$539K0.2%+73.8%0.002%
7/11/2024MADDEN SECURITIES Corp4,501$6.20M2.7%+5.5%0.025%
7/10/2024 Csenge Advisory Group772$1.06M0.1%-30.6%0.004%
7/10/2024Simplicity Wealth LLC463$638K0.0%+26.2%0.003%
7/10/2024 Cullinan Associates Inc.500$689K0.0%N/A0.003%
7/10/2024 Gulf International Bank UK Ltd1,285$1.77M0.0%N/A0.007%
7/10/2024 CWM LLC1,236$1.70M0.0%+49.1%0.007%
7/10/2024Fiduciary Alliance LLC1,292$1.71M0.3%+13.9%0.007%
7/9/2024 Park Avenue Securities LLC447$616K0.0%+21.5%0.003%
7/9/2024 Kingswood Wealth Advisors LLC4,917$6.77M0.6%+13.5%0.028%
7/9/2024 Harbor Capital Advisors Inc.725$999K0.1%+373.9%0.004%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.27$37K0.0%N/A0.000%
7/5/2024 DNB Asset Management AS2,618$3.61M0.0%N/A0.015%
7/2/2024 GAMMA Investing LLC30$41K0.0%+36.4%0.000%
6/14/2024SRN Advisors LLC1,828$3.12M2.4%-65.6%0.010%
6/4/2024Tactive Advisors LLC538$917K0.5%N/A0.003%
5/30/2024EULAV Asset Management8,200$13.98M0.4%-18.0%0.046%
5/28/2024Teachers Retirement System of The State of Kentucky649$1.11M0.0%N/A0.004%
5/24/2024Cetera Advisors LLC1,177$2.01M0.0%-40.5%0.007%
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5/24/2024Cetera Investment Advisers5,222$8.90M0.0%N/A0.029%
5/20/2024Virtu Financial LLC514$875K0.1%-81.3%0.003%
5/17/2024Comerica Bank4,999$8.52M0.0%-53.8%0.028%
5/16/2024California State Teachers Retirement System14,841$25.30M0.0%+15.7%0.084%
5/16/2024Waverly Advisors LLC610$1.04M0.0%N/A0.003%
5/16/2024Silvercrest Asset Management Group LLC419$714K0.0%-37.1%0.002%
5/15/2024Evergreen Wealth Solutions LLC540$920K0.7%N/A0.003%
5/15/2024Beaird Harris Wealth Management LLC121$206K0.0%-29.7%0.001%
5/15/2024Public Employees Retirement Association of Colorado1,590$2.71M0.0%+36.4%0.009%
5/15/2024Manhattan West Asset Management LLC874$1.49M0.4%N/A0.005%
5/15/2024Price T Rowe Associates Inc. MD88,762$151.30M0.0%+13.9%0.500%
5/15/2024Magnetar Financial LLC256$436K0.0%N/A0.001%
5/15/2024Gamco Investors INC. ET AL300$511K0.0%N/A0.002%
5/15/2024Senator Investment Group LP930$1.59M0.1%N/A0.005%
5/14/2024Capital World Investors70,636$120.40M0.0%+0.8%0.398%
5/14/2024Capital Research Global Investors14,547$24.80M0.0%-49.8%0.082%
5/14/2024Toronto Dominion Bank450$767K0.0%+125.0%0.003%
5/14/2024Capital International Investors1,791,564$3.05B0.6%+14.9%10.099%
5/14/2024Axxcess Wealth Management LLC200$341K0.0%N/A0.001%
5/14/2024EP Wealth Advisors LLC250$426K0.0%N/A0.001%
5/14/2024CreativeOne Wealth LLC747$1.27M0.1%N/A0.004%
5/14/2024Boulder Hill Capital Management LP1,200$2.05M0.8%N/A0.007%
5/14/2024Natixis30,195$51.47M0.3%+294.9%0.178%
5/14/2024Healthcare of Ontario Pension Plan Trust Fund10,000$17.05M0.1%N/A0.059%
5/14/2024CANADA LIFE ASSURANCE Co1,374$2.34M0.0%+19.6%0.008%
5/14/2024American International Group Inc.7,326$12.49M0.0%+20.7%0.043%
5/13/2024O Shaughnessy Asset Management LLC720$1.23M0.0%+23.3%0.004%
5/13/2024Ameritas Investment Partners Inc.1,482$2.53M0.1%+19.8%0.008%
5/11/2024Edgestream Partners L.P.181$309K0.0%N/A0.001%
5/10/2024Osaic Holdings Inc.22,931$39.08M0.1%+5.7%0.135%
5/10/2024Vanguard Group Inc.1,553,048$2.65B0.1%+34.8%9.153%
5/10/2024Westfield Capital Management Co. LP35,723$60.89M0.3%N/A0.211%
5/10/2024Pinnacle Wealth Planning Services Inc.217$370K0.1%N/A0.001%
5/10/2024Chesapeake Capital Corp IL766$1.31M1.0%-25.6%0.005%
5/10/2024Nwam LLC490$780K0.1%-41.6%0.003%
5/10/2024Longitude Cayman Ltd.4,800$8.18M6.4%-21.3%0.028%
5/9/2024Blair William & Co. IL1,201$2.05M0.0%-12.9%0.007%
5/9/2024Kingsview Wealth Management LLC720$1.23M0.0%+6.2%0.004%
5/9/2024Wealthquest Corp200$341K0.0%N/A0.001%
5/9/2024State Board of Administration of Florida Retirement System2,266$3.86M0.0%-57.8%0.013%
5/8/2024Bleakley Financial Group LLC367$626K0.0%-13.8%0.002%
5/8/2024ProShare Advisors LLC3,137$5.35M0.0%+31.2%0.018%
5/8/2024US Bancorp DE495$844K0.0%-26.2%0.003%
5/8/2024Russell Investments Group Ltd.3,404$5.80M0.0%-99.9%0.020%
5/8/2024Inspire Investing LLC208$354K0.0%-66.6%0.001%
5/7/2024Verus Capital Partners LLC436$743K0.1%-38.2%0.003%
5/7/2024Sei Investments Co.575$980K0.0%+36.3%0.003%
5/7/2024Susquehanna International Securities Ltd.661$1.13M0.4%N/A0.004%
5/7/2024Swiss National Bank29,200$49.77M0.0%+22.2%0.172%
5/7/2024ClariVest Asset Management LLC1,969$3.36M0.3%N/A0.012%
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5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management240$409K0.0%N/A0.001%
5/7/2024Wealthspire Advisors LLC119$203K0.0%N/A0.001%
5/6/2024Duality Advisers LP348$593K0.1%-64.9%0.002%
5/6/2024VitalStone Financial LLC491$837K0.6%-14.8%0.003%
5/4/2024Geneos Wealth Management Inc.874$1.49M0.1%-30.7%0.005%
5/3/2024Clarity Capital Partners LLC465$793K0.5%N/A0.003%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors525$895K0.1%N/A0.003%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.305$520K0.2%N/A0.002%
5/3/2024Whittier Trust Co.185$315K0.0%-81.5%0.001%
5/2/2024Jennison Associates LLC473$806K0.0%N/A0.003%
(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, 343 institutional investors and hedge funds held shares of MicroStrategy. The most heavily invested institutionals were Capital International Investors ($3.05B), Vanguard Group Inc. ($2.65B), Price T Rowe Associates Inc. MD ($151.30M), Capital World Investors ($120.40M), Geode Capital Management LLC ($75.68M), Norges Bank ($70.99M), and Charles Schwab Investment Management Inc. ($63.13M).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 316 institutional investors that purchased MicroStrategy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($529.18K), Renaissance Technologies LLC ($313.20K), Capital International Investors ($240.80K), Norges Bank ($112.39K), Meitav Investment House Ltd. ($78.96K), 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 2,374,965 shares in the last 24 months. This purchase volume represents approximately $1.97B in transactions.

Which MicroStrategy major shareholders have been selling company stock?

Of the 123 institutional investors that sold MicroStrategy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Russell Investments Group Ltd. ($3.70M), 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), and SG Americas Securities LLC ($34.70K).

How much institutional selling is happening at MicroStrategy?

Institutional investors have sold a total of 4,677,613 shares in the last 24 months. This volume of shares sold represents approximately $6.73B in transactions.


This page (NASDAQ:MSTR) was last updated on 7/21/2024 by MarketBeat.com Staff

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