Free Trial
→ The Trump Dump is starting; Get out of stocks now? (From Paradigm Press) (Ad) Free MSTR Stock Alerts

MicroStrategy (MSTR) Institutional Ownership

MicroStrategy logo
$304.00 +1.93 (+0.64%)
Closing price 03/21/2025 04:00 PM Eastern
Extended Trading
$303.63 -0.37 (-0.12%)
As of 03/21/2025 08:00 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.
Compare

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

Current
Institutional Ownership
Percentage
59.84%
Number of
Institutional Buyers
(last 12 months)
746
Total
Institutional Inflows
(last 12 months)
$3.91B
Number of
Institutional Sellers
(last 12 months)
195
Total
Institutional Outflows
(last 12 months)
$8.48B
Get MSTR Insider Trade Alerts

Want to know when executives and insiders are buying or selling MicroStrategy stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MSTR Institutional Buying and Selling by Quarter

Remove Ads

MicroStrategy Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/18/2025Objective Capital Management LLC767$222K0.1%N/A0.000%
3/18/2025111 Capital3,130$907K0.2%N/A0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC50,972$14.76M0.0%-10.2%0.020%
3/17/2025 NorthCrest Asset Manangement LLC1,222$354K0.0%N/A0.000%
3/12/2025 Northstar Financial Companies Inc.750$217K0.2%N/A0.000%
3/12/2025 Centaurus Financial Inc.4,998$1.45M0.1%+146.0%0.002%
3/6/2025 IronOak Wealth LLC.2,026$587K0.7%N/A0.001%
3/5/2025 Castle Rock Wealth Management LLC1,765$511K0.1%N/A0.001%
3/4/2025 Dogwood Wealth Management LLC198$57K0.0%N/A0.000%
3/4/2025 Siemens Fonds Invest GmbH119,654$33K0.0%+6,992.7%0.046%
2/28/2025 BridgePort Financial Solutions LLC2,330$675K0.3%N/A0.001%
2/28/2025 Park Square Financial Group LLC2,409$698K0.5%N/A0.001%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH57,910$16.77M0.0%N/A0.024%
2/27/2025 Chelsea Counsel Co.200$58K0.0%N/A0.000%
2/26/2025 Discipline Wealth Solutions LLC1,027$297K0.1%N/A0.000%
2/25/2025 Heck Capital Advisors LLC535$155K0.0%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.2,945$853K0.0%+93.5%0.001%
2/25/2025 Armis Advisers LLC1,588$460K0.1%N/A0.001%
2/25/2025 Garde Capital Inc.500$145K0.0%N/A0.000%
2/21/2025 Vermillion Wealth Management Inc.185$54K0.0%N/A0.000%
2/20/2025 Mackenzie Financial Corp13,460$3.90M0.0%+72.1%0.006%
2/20/2025 Revisor Wealth Management LLC1,805$527K0.5%-46.6%0.001%
2/19/2025 Toronto Dominion Bank30,706$8.89M0.0%+55.0%0.013%
2/19/2025 Blue Sky Capital Consultants Group Inc.7,683$2.23M1.3%N/A0.003%
2/19/2025 GF Fund Management CO. LTD.30,033$8.70M0.2%N/A0.013%
2/19/2025 CTC Alternative Strategies Ltd.3,884$1.13M1.4%N/A0.002%
2/19/2025 Public Employees Retirement System of Ohio59,981$17.37M0.1%+5.4%0.025%
2/18/2025 Sunbelt Securities Inc.434$131K0.0%+171.3%0.000%
2/18/2025 GTS Securities LLC23,736$6.87M0.3%-72.0%0.010%
2/18/2025 Vise Technologies Inc.1,080$313K0.0%N/A0.000%
2/18/2025 Pinnacle Wealth Management LLC7,140$2.07M2.3%N/A0.003%
2/18/2025 Gordian Capital Singapore Pte Ltd910$264K0.1%+28.2%0.000%
2/18/2025 JT Stratford LLC1,377$399K0.1%N/A0.001%
2/18/2025 Pacific Center for Financial Services330$96K0.0%N/A0.000%
2/18/2025 McIlrath & Eck LLC1,200$348K0.0%N/A0.001%
2/18/2025 Novak & Powell Financial Services Inc.904$262K0.2%N/A0.000%
2/18/2025 Continuum Advisory LLC620$180K0.0%-19.5%0.000%
2/18/2025 Delta Investment Management LLC5,380$1.56M0.3%+37.8%0.002%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC802,464$232.41M0.1%+25.4%0.335%
2/17/2025 Voloridge Investment Management LLC134,494$38.95M0.1%+1,677.4%0.056%
Musk’s real agenda in D.C. (Ad)

In this urgent exposé, you’ll discover… How Elon and Donald Trump are quietly drawing a radical new map of America…

Here’s the full story.
2/17/2025 Vident Advisory LLC4,900$1.42M0.0%-24.4%0.002%
2/17/2025 Vienna Asset Management LLC1,467$425K0.3%N/A0.001%
2/17/2025 Visionary Wealth Advisors8,572$2.48M0.1%+37.8%0.004%
2/17/2025 Twinbeech Capital LP11,637$3.37M0.1%N/A0.005%
2/17/2025 Strive Asset Management LLC29,157$8.44M6.4%N/A0.012%
2/17/2025 Toronto Dominion Bank30,706$8.89M0.0%+55.0%0.013%
2/17/2025 Safe Harbor Fiduciary LLC92$27K0.0%+820.0%0.000%
2/17/2025 Snowden Capital Advisors LLC1,094$317K0.0%N/A0.000%
2/17/2025 Siemens Fonds Invest GmbH119,654$33K0.0%+6,992.7%0.050%
2/17/2025 Shell Asset Management Co.744$215K0.0%N/A0.000%
2/17/2025 Silvercrest Asset Management Group LLC4,705$1.36M0.0%+12.3%0.002%
2/17/2025 Royal Bank of Canada115,459$33.44M0.0%-93.7%0.048%
2/17/2025 Rafferty Asset Management LLC36,833$10.67M0.0%N/A0.015%
2/17/2025 Riverview Capital Advisers LLC1,908$553K0.2%-6.0%0.001%
2/17/2025 ProShare Advisors LLC208,483$60.38M0.1%+13,230.1%0.087%
2/17/2025 Quantinno Capital Management LP3,642$1.06M0.0%+117.6%0.002%
2/17/2025 Nissay Asset Management Corp Japan ADV40,845$11.83M0.1%+114.4%0.017%
2/17/2025 Nuveen Asset Management LLC399,119$115.59M0.0%-0.1%0.167%
2/17/2025 OMERS ADMINISTRATION Corp1,027$297K0.0%N/A0.000%
2/17/2025 OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC 2,937$851K0.1%N/A0.001%
2/17/2025 Measured Risk Portfolios Inc.205$59K0.1%N/A0.000%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.116,866$33.85M0.1%+4,639.1%0.049%
2/17/2025 Lazard Asset Management LLC803$232K0.0%-95.6%0.000%
2/17/2025 Laird Norton Wetherby Wealth Management LLC1,451$420K0.0%N/A0.001%
2/17/2025 Ionic Capital Management LLC1,369$396K0.0%N/A0.001%
2/17/2025 Janus Henderson Group PLC13,200$3.83M0.0%+12.8%0.006%
2/17/2025 Guardian Wealth Advisors LLC NC1,557$451K0.0%-12.5%0.001%
2/17/2025 Focus Partners Wealth3,592$1.05M0.0%+35.5%0.001%
2/17/2025 Ethic Inc.1,147$332K0.0%N/A0.000%
2/17/2025 Ensign Peak Advisors Inc98,403$28.50M0.1%+55.6%0.041%
2/17/2025 Eschler Asset Management LLP9,750$2.82M6.6%-83.8%0.004%
2/17/2025 Ewing Morris & Co. Investment Partners Ltd.8,082$2.34M0.9%N/A0.003%
2/17/2025 Fiduciary Trust Co5,763$1.67M0.0%-46.4%0.002%
2/17/2025 FORA Capital LLC17,212$4.99M0.6%-65.2%0.007%
2/17/2025 Fred Alger Management LLC9,288$2.69M0.0%N/A0.004%
2/17/2025 Family Management Corp1,370$397K0.1%+2.2%0.001%
2/17/2025 Deutsche Bank AG420,452$121.77M0.0%-95.1%0.175%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main78,310$22.68M0.0%-75.7%0.033%
2/17/2025 Diligent Investors LLC2,539$735K0.2%N/A0.001%
2/17/2025 Dunhill Financial LLC89$26K0.0%N/A0.000%
2/17/2025 EP Wealth Advisors LLC3,359$973K0.0%+38.2%0.001%
2/17/2025 Collar Capital Management LLC22,684$6.57M5.5%N/A0.009%
2/17/2025 CoreCap Advisors LLC1,244$360K0.0%+69.3%0.001%
2/17/2025 Cresset Asset Management LLC28,159$8.16M0.0%-29.9%0.012%
2/17/2025 Cambridge Investment Research Advisors Inc.110,686$32.06M0.1%+1.0%0.046%
2/17/2025 Cetera Investment Advisers100,480$29.10M0.1%-15.6%0.042%
2/17/2025 BOKF NA2,700$782K0.0%N/A0.001%
2/17/2025 Bramshill Investments LLC1,500$434K0.1%N/A0.001%
2/17/2025 Bulltick Wealth Management LLC1,484$430K0.1%N/A0.001%
2/17/2025 Captrust Financial Advisors8,050$2.33M0.0%+68.7%0.003%
Musk’s real agenda in D.C. (Ad)

In this urgent exposé, you’ll discover… How Elon and Donald Trump are quietly drawing a radical new map of America…

Here’s the full story.
2/17/2025 Baird Financial Group Inc.7,199$2.09M0.0%+182.9%0.003%
2/17/2025 Banque Transatlantique SA183,869$53.25M1.3%N/A0.077%
2/17/2025 Bayesian Capital Management LP4,297$1.24M0.2%N/A0.002%
2/17/2025 Ameriprise Financial Inc.57,772$16.73M0.0%-5.1%0.024%
2/17/2025 Ancora Advisors LLC240$70K0.0%+41.2%0.000%
2/17/2025 Aptus Capital Advisors LLC6,345$1.84M0.0%+10.4%0.003%
2/17/2025 AXA S.A.26,736$7.74M0.0%N/A0.011%
2/17/2025 AlTi Global Inc.2,800$811K0.0%N/A0.001%
2/17/2025 Acorn Financial Advisory Services Inc. ADV47,579$13.78M2.3%-30.3%0.020%
2/14/2025 Pennington Partners & CO. LLC700$203K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

Remove Ads

MSTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MSTR shares?

During the previous two years, 869 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 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 813 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 ($2.83M), 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), Swiss National Bank ($479.70K), and Amundi ($413.03K).

How much institutional buying is happening at MicroStrategy?

Institutional investors have bought a total of 18,900,207 shares in the last 24 months. This purchase volume represents approximately $3.95B in transactions.

Which MicroStrategy major shareholders have been selling company stock?

Of the 224 institutional investors that sold MicroStrategy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Voya Investment Management LLC ($8.91M), Deutsche Bank AG ($8.11M), Capital International Investors ($4.88M), Russell Investments Group Ltd. ($3.70M), Royal Bank of Canada ($1.72M), Vanguard Group Inc. ($1.15M), and Bank of New York Mellon Corp ($398.91K).

How much institutional selling is happening at MicroStrategy?

Institutional investors have sold a total of 31,484,113 shares in the last 24 months. This volume of shares sold represents approximately $8.50B in transactions.


Related Companies

This page (NASDAQ:MSTR) was last updated on 3/22/2025 by MarketBeat.com Staff
From Our Partners
Game Over for Tesla?
Tesla has been on a losing streak ever since Elon Musk first visited the White House in early 2025. Our res...
Behind the Markets | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
URGENT: Someone's Moving Gold Out of London...
People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “g...
Golden Portfolio | Sponsored
Trump's 100-Day Plan Triggers Global Retaliation
In the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hid...
American Alternative | Sponsored
DOGE Social Security bombshell?
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored
This Crypto Is Set to Explode in February
Bryce Paul believes this is the #1 coin to buy right now The catalyst behind this surge is a massive new b...
Crypto 101 Media | Sponsored
Why Elon put $51 million into this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored
DOGE could send 6 AI stocks through the roof
Stay alert for Elon Musk and the Department of Government Efficiency's next move … Expect an announcement f...
Weiss Ratings | Sponsored