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MicroStrategy (MSTR) Institutional Ownership

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$396.50 +29.50 (+8.04%)
As of 01/17/2025 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)
456
Total
Institutional Inflows
(last 12 months)
$1.85B
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$709.98M
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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
1/17/2025Yeomans Consulting Group Inc.1,186$343K0.1%N/A0.000%
1/17/2025Key Client Fiduciary Advisors LLC1,087$315K0.1%N/A0.000%
1/17/2025Veracity Capital LLC977$283K0.1%N/A0.000%
1/17/2025Secure Asset Management LLC14,755$4.27M0.6%-10.4%0.006%
1/17/2025Red Door Wealth Management LLC1,199$347K0.1%N/A0.001%
1/17/2025Avior Wealth Management LLC9,690$2.81M0.1%+9.6%0.004%
1/17/2025Teamwork Financial Advisors LLC2,411$698K0.1%+6.6%0.001%
1/17/2025Raleigh Capital Management Inc.2,598$752K0.3%N/A0.001%
1/17/2025Mustard Seed Financial LLC1,179$341K0.3%N/A0.000%
1/17/2025Mutual Advisors LLC852$247K0.0%N/A0.000%
1/17/2025Janney Montgomery Scott LLC27,024$7.83M0.0%-27.0%0.011%
1/17/2025Westside Investment Management Inc.206$60K0.0%N/A0.000%
1/17/2025Magnus Financial Group LLC3,683$1.07M0.1%-9.7%0.002%
1/17/2025Daymark Wealth Partners LLC1,616$468K0.0%N/A0.001%
1/17/2025Dakota Wealth Management10,444$3.03M0.1%-77.4%0.004%
1/17/2025XML Financial LLC1,500$434K0.0%N/A0.001%
1/17/2025Nisa Investment Advisors LLC21,840$6.33M0.0%+450.1%0.009%
1/17/2025Traphagen Investment Advisors LLC9,121$2.64M0.3%+20.0%0.004%
1/17/2025Simon Quick Advisors LLC701$203K0.0%N/A0.000%
1/17/2025Farrell Financial LLC2,985$865K0.6%+19.6%0.001%
1/17/2025Atomi Financial Group Inc.1,065$308K0.0%N/A0.000%
1/17/2025TB Alternative Assets Ltd.14,085$4.08M1.1%-86.8%0.006%
1/16/2025Crossmark Global Holdings Inc.1,209$351K0.0%N/A0.001%
1/16/2025Royal Fund Management LLC1,100$319K0.0%-50.9%0.000%
1/16/2025Ballentine Partners LLC3,322$962K0.0%+6.5%0.001%
1/16/2025Koshinski Asset Management Inc.1,553$450K0.0%N/A0.001%
1/16/2025Wealthquest Corp1,002$290K0.0%N/A0.000%
1/16/2025Harbor Investment Advisory LLC665$193K0.0%+14.7%0.000%
1/16/2025MassMutual Private Wealth & Trust FSB2,083$603K0.0%+3.2%0.001%
1/16/2025UMB Bank n.a.100$29K0.0%-33.3%0.000%
1/16/2025Strong Tower Advisory Services160,211$46.40M12.1%-0.3%0.067%
1/16/2025Wealth Management Partners LLC3,570$1.03M0.4%-16.8%0.001%
1/16/2025Diversify Wealth Management LLC4,387$1.27M0.1%N/A0.002%
1/16/2025Gilman Hill Asset Management LLC3,003$870K0.2%+50.2%0.001%
1/16/2025Evanson Asset Management LLC2,642$765K0.1%-11.9%0.001%
1/16/2025Client 1ST Advisory Group LLC917$266K0.1%N/A0.000%
1/16/2025Bernardo Wealth Planning LLC610$177K0.0%N/A0.000%
1/16/2025Polianta Ltd2,700$781K0.4%-65.4%0.001%
1/15/2025 BNC Wealth Management LLC3,099$898K0.3%N/A0.001%
1/15/2025 Wealth Alliance Advisory Group LLC1,472$426K0.1%+22.7%0.001%
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1/15/2025 Ameritas Advisory Services LLC12,126$3.51M0.1%+353.5%0.005%
1/15/2025 HB Wealth Management LLC2,737$797K0.0%+45.7%0.001%
1/15/2025 Premier Path Wealth Partners LLC1,136$329K0.1%N/A0.000%
1/15/2025 B & T Capital Management DBA Alpha Capital Management4,271$1.24M0.2%-46.0%0.002%
1/15/2025 Brooklyn Investment Group218$63K0.0%N/A0.000%
1/15/2025 Whitener Capital Management Inc.1,000$290K0.1%N/A0.000%
1/15/2025 Merit Financial Group LLC7,477$2.17M0.0%+36.4%0.003%
1/15/2025 Wealthcare Advisory Partners LLC5,067$1.47M0.0%+31.6%0.002%
1/14/2025 Armstrong Advisory Group Inc.172$50K0.0%+258.3%0.000%
1/14/2025 Smith Anglin Financial LLC1,756$508K0.0%N/A0.001%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.164$47K0.0%-39.3%0.000%
1/14/2025 Park Avenue Securities LLC8,469$2.45M0.0%+22.0%0.004%
1/14/2025 Assenagon Asset Management S.A.4,988$1.45M0.0%+94.5%0.002%
1/14/2025 SeaCrest Wealth Management LLC2,297$665K0.1%-57.8%0.001%
1/14/2025 Accurate Wealth Management LLC833$241K0.0%N/A0.000%
1/14/2025 Rosenberg Matthew Hamilton341$99K0.0%+62.4%0.000%
1/14/2025 Signal Advisors Wealth LLC2,779$805K0.1%N/A0.001%
1/13/2025 PSI Advisors LLC460$133K0.0%+53.3%0.000%
1/13/2025 Unique Wealth LLC1,229$356K0.1%N/A0.001%
1/13/2025 AdvisorNet Financial Inc4,381$1.27M0.1%-21.5%0.002%
1/13/2025 Tsfg LLC880$255K0.1%+104.7%0.000%
1/13/2025 Claro Advisors LLC5,028$1.46M0.2%-0.6%0.002%
1/13/2025 Abound Wealth Management1,005$291K0.1%+66.9%0.000%
1/13/2025 Wedmont Private Capital2,139$619K0.0%+37.6%0.001%
1/13/2025 Westmount Partners LLC2,166$627K0.2%-14.0%0.001%
1/13/2025 Salem Investment Counselors Inc.391$113K0.0%+62.9%0.000%
1/13/2025 Capital Investment Advisors LLC1,531$444K0.0%N/A0.001%
1/13/2025 Brookstone Capital Management13,429$3.89M0.1%+32.6%0.006%
1/13/2025 Fiduciary Alliance LLC31,014$8.98M0.9%+91.8%0.013%
1/10/2025 Graypoint LLC1,028$298K0.0%N/A0.000%
1/10/2025 Lowe Wealth Advisors LLC190$55K0.0%N/A0.000%
1/10/2025 HBW Advisory Services LLC1,121$325K0.0%N/A0.000%
1/10/2025 ORG Wealth Partners LLC175$51K0.0%N/A0.000%
1/10/2025 Avondale Wealth Management100$29K0.0%-75.0%0.000%
1/10/2025 Watts Gwilliam & Co. LLC672$195K0.0%N/A0.000%
1/8/2025 First Hawaiian Bank1,110$321K0.0%N/A0.000%
1/7/2025 Stonehearth Capital Management LLC2,002$580K0.2%N/A0.001%
1/6/2025 Burkett Financial Services LLC250$72K0.0%N/A0.000%
1/6/2025 CWA Asset Management Group LLC1,440$417K0.0%N/A0.001%
1/6/2025 Nordea Investment Management AB14,505$4.40M0.0%+28.9%0.006%
1/3/2025 Everence Capital Management Inc.4,880$1.41M0.1%N/A0.002%
1/3/2025 GAMMA Investing LLC562$163K0.0%+56.5%0.000%
1/3/2025 Versant Capital Management Inc141$41K0.0%+38.2%0.000%
12/19/2024Principal Financial Group Inc.46,483$7.84M0.0%+781.4%0.019%
12/13/2024B. Riley Wealth Advisors Inc.1,522$254K0.0%N/A0.001%
12/2/2024Beaird Harris Wealth Management LLC4,640$782K0.1%+1,105.2%0.002%
11/27/2024Franklin Resources Inc.4,248$716K0.0%+3.3%0.002%
11/26/2024Peapack Gladstone Financial Corp2,350$396K0.0%+900.0%0.001%
11/25/2024Sanctuary Advisors LLC14,442$2.44M0.0%+3,250.8%0.007%
11/20/2024Virtu Financial LLC224,245$37.81M2.1%+10,398.4%0.094%
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11/18/2024Arete Wealth Advisors LLC10,740$1.81M0.2%+1,063.6%0.005%
11/18/2024Sunbelt Securities Inc.160$27K0.0%+900.0%0.000%
11/18/2024Toronto Dominion Bank19,809$3.34M0.0%+881.6%0.010%
11/18/2024Coldstream Capital Management Inc.2,349$439K0.0%+353.5%0.001%
11/16/2024Geode Capital Management LLC2,766,283$465.57M0.0%+990.6%1.365%
11/15/2024Frisch Financial Group Inc.2,000$337K0.1%+900.0%0.001%
11/15/2024Vestcor Inc3,096$522K0.0%+898.7%0.002%
11/15/2024M&T Bank Corp11,455$1.93M0.0%N/A0.006%
11/15/2024Abel Hall LLC1,639$276K0.2%+537.7%0.001%
11/15/2024Continuum Advisory LLC770$130K0.0%+900.0%0.000%
(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, 534 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), Geode Capital Management LLC ($465.57M), Price T Rowe Associates Inc. MD ($151.30M), Capital World Investors ($120.40M), Charles Schwab Investment Management Inc. ($111.99M), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($107.86M).Learn more on MSTR's institutional investors.

What percentage of MicroStrategy stock is owned by institutional investors?

59.84% 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 512 institutional investors that purchased MicroStrategy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Geode Capital Management LLC ($2.54M), Charles Schwab Investment Management Inc. ($592.85K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($579.99K), Vanguard Group Inc. ($529.18K), Swiss National Bank ($431.30K), Sumitomo Mitsui Trust Group Inc. ($314.01K), and International Assets Investment Management LLC ($277.62K).

How much institutional buying is happening at MicroStrategy?

Institutional investors have bought a total of 11,784,252 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

Which MicroStrategy major shareholders have been selling company stock?

Of the 142 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), TB Alternative Assets Ltd. ($92.85K), Capital World Investors ($53K), Dakota Wealth Management ($35.71K), GAM Holding AG ($34.20K), and SG Americas Securities LLC ($33.80K).

How much institutional selling is happening at MicroStrategy?

Institutional investors have sold a total of 4,683,848 shares in the last 24 months. This volume of shares sold represents approximately $727.69M in transactions.


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This page (NASDAQ:MSTR) was last updated on 1/20/2025 by MarketBeat.com Staff
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