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MicroStrategy (MSTR) Institutional Ownership

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$473.83 +43.29 (+10.05%)
(As of 11/20/2024 ET)
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Institutional Ownership Changes (13F Filings) for MicroStrategy (NASDAQ:MSTR)

Current
Institutional Ownership
Percentage
72.03%
Number of
Institutional Buyers
(last 12 months)
417
Total
Institutional Inflows
(last 12 months)
$1.81B
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$664.77M
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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
11/20/2024Virtu Financial LLC224,245$37.81M2.1%+10,398.4%0.111%
11/18/2024 Arete Wealth Advisors LLC10,740$1.81M0.2%+1,063.6%0.005%
11/18/2024 Sunbelt Securities Inc.160$27K0.0%+900.0%0.000%
11/18/2024 Toronto Dominion Bank19,809$3.34M0.0%+881.6%0.010%
11/18/2024 Coldstream Capital Management Inc.2,349$439K0.0%+353.5%0.001%
11/16/2024 Geode Capital Management LLC2,766,283$465.57M0.0%+990.6%1.365%
11/15/2024 Frisch Financial Group Inc.2,000$337K0.1%+900.0%0.001%
11/15/2024 Vestcor Inc3,096$522K0.0%+898.7%0.002%
11/15/2024 M&T Bank Corp11,455$1.93M0.0%N/A0.006%
11/15/2024 Abel Hall LLC1,639$276K0.2%+537.7%0.001%
11/15/2024 Continuum Advisory LLC770$130K0.0%+900.0%0.000%
11/15/2024 Gordian Capital Singapore Pte Ltd710$120K0.0%+370.2%0.000%
11/15/2024 Public Employees Retirement System of Ohio56,882$9.59M0.0%+852.5%0.028%
11/15/2024 Nomura Asset Management Co. Ltd.42,660$7.19M0.0%+950.7%0.021%
11/15/2024 Y Intercept Hong Kong Ltd74,380$12.54M0.8%+767.1%0.037%
11/15/2024 Glass Jacobson Investment Advisors llc200$34K0.0%+900.0%0.000%
11/15/2024 MML Investors Services LLC60,832$10.26M0.0%+1,058.7%0.030%
11/15/2024 Orion Portfolio Solutions LLC5,353$903K0.0%+2,217.3%0.003%
11/15/2024 XTX Topco Ltd14,991$2.53M0.2%N/A0.007%
11/15/2024 National Bank of Canada FI20,647$3.48M0.0%+746.2%0.010%
11/15/2024 Glen Eagle Advisors LLC210$35K0.0%+900.0%0.000%
11/15/2024 EP Wealth Advisors LLC2,430$410K0.0%+900.0%0.001%
11/15/2024 Insigneo Advisory Services LLC3,357$566K0.1%-89.3%0.002%
11/15/2024 Kovitz Investment Group Partners LLC2,550$447K0.0%N/A0.001%
11/15/2024 Wellington Management Group LLP6,727$1.13M0.0%+979.8%0.003%
11/15/2024 Stevens Capital Management LP130,793$22.05M3.1%N/A0.065%
11/15/2024 Stifel Financial Corp193,840$32.68M0.0%+1,126.2%0.096%
11/15/2024 Quantinno Capital Management LP1,674$282K0.0%N/A0.001%
11/15/2024 Quarry LP401$68K0.0%+40,000.0%0.000%
11/15/2024 Royal London Asset Management Ltd.59,479$10.03M0.0%N/A0.029%
11/15/2024 Polymer Capital Management HK LTD8,100$1.37M0.3%+2,609.0%0.004%
11/15/2024 IHT Wealth Management LLC27,723$4.66M0.1%+2,329.7%0.014%
11/15/2024 Independent Family Office LLC4,100$691K0.3%N/A0.002%
11/15/2024 Investment Management Corp of Ontario5,200$877K0.0%+1,633.3%0.003%
11/15/2024 Itau Unibanco Holding S.A.22,000$3.71M0.1%N/A0.011%
11/15/2024 Janus Henderson Group PLC11,700$1.97M0.0%+1,362.5%0.006%
11/15/2024 Hilltop Holdings Inc.7,400$1.25M0.1%+708.7%0.004%
11/15/2024 Garden State Investment Advisory Services LLC2,630$443K0.1%+1,005.0%0.001%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp26,323$4.44M0.0%+772.8%0.013%
11/14/2024 Encompass More Asset Management2,582$435K0.2%N/A0.001%
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11/14/2024 Edgestream Partners L.P.4,074$687K0.0%+766.8%0.002%
11/14/2024 Captrust Financial Advisors4,771$804K0.0%+1,038.7%0.002%
11/14/2024 Rockefeller Capital Management L.P.38,307$6.46M0.0%N/A0.019%
11/14/2024 Centric Wealth Management1,370$231K0.1%+1,023.0%0.001%
11/14/2024 Pin Oak Investment Advisors Inc.290$48K0.0%+900.0%0.000%
11/14/2024 Vinva Investment Management Ltd1,536$246K0.0%N/A0.001%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC639,707$107.86M0.0%+971.3%0.316%
11/14/2024 Fiduciary Trust Co10,760$1.81M0.0%+915.1%0.005%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 31,519$5.31M0.0%+1,000.9%0.016%
11/14/2024 FORA Capital LLC49,389$8.33M1.0%+1,198.0%0.024%
11/14/2024 MetLife Investment Management LLC3,192$538K0.0%+876.1%0.002%
11/14/2024 RPg Family Wealth Advisory LLC200$34K0.0%N/A0.000%
11/14/2024 CreativeOne Wealth LLC5,020$846K0.0%N/A0.002%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund80,000$13.49M0.0%N/A0.039%
11/13/2024 Glenmede Trust Co. NA3,146$530K0.0%+798.9%0.002%
11/13/2024 Freedom Investment Management Inc.4,371$737K0.1%N/A0.002%
11/13/2024 Townsquare Capital LLC3,874$653K0.0%+1,235.9%0.002%
11/13/2024 D.A. Davidson & CO.5,185$874K0.0%+932.9%0.003%
11/13/2024 The Manufacturers Life Insurance Company 8,279$1.40M0.0%+204.5%0.004%
11/13/2024 Dai ichi Life Insurance Company Ltd6,000$1.01M0.0%+900.0%0.003%
11/13/2024 Qsemble Capital Management LP1,931$326K0.1%N/A0.001%
11/13/2024 Associated Banc Corp2,350$396K0.0%+900.0%0.001%
11/13/2024 Private Trust Co. NA204$34K0.0%+750.0%0.000%
11/13/2024 Horizon Kinetics Asset Management LLC192,905$32.52M0.5%+924.1%0.095%
11/13/2024 DRW Securities LLC4,649$784K0.0%+121.9%0.002%
11/13/2024 Independent Advisor Alliance39,893$6.73M0.2%+1,234.7%0.020%
11/13/2024 Harvest Fund Management Co. Ltd456$77K0.0%+101.8%0.000%
11/13/2024 Daiwa Securities Group Inc.14,478$2.44M0.0%+897.8%0.007%
11/12/2024 Centaurus Financial Inc.2,032$343K0.0%+1,565.6%0.001%
11/12/2024Larson Financial Group LLC1,743$294K0.0%+2,051.9%0.001%
11/12/2024 Penserra Capital Management LLC35,383$5.96M0.1%+1,006.8%0.017%
11/12/2024 Family Capital Management Inc.6,661$1.12M0.7%+898.7%0.003%
11/12/2024 Kingsview Wealth Management LLC3,810$642K0.0%+852.5%0.002%
11/12/2024 Cerity Partners LLC6,170$1.04M0.0%N/A0.003%
11/12/2024 Great Valley Advisor Group Inc.2,310$389K0.0%+1,109.4%0.001%
11/12/2024 Nwam LLC5,222$880K0.1%+921.9%0.003%
11/12/2024 Altiora Financial Group LLC2,040$344K0.1%+866.8%0.001%
11/12/2024 Charles Schwab Investment Management Inc.664,261$111.99M0.0%+587.4%0.328%
11/12/2024 Navellier & Associates Inc.3,639$614K0.1%N/A0.002%
11/9/2024 Intech Investment Management LLC7,223$1.22M0.0%+1,136.8%0.004%
11/8/2024 EverSource Wealth Advisors LLC25,564$4.31M0.3%+2,791.9%0.013%
11/8/2024 Moors & Cabot Inc.51,140$8.62M0.4%+924.6%0.025%
11/8/2024 EagleClaw Capital Managment LLC27,440$4.63M0.8%+900.0%0.014%
11/8/2024 Darwin Wealth Management LLC190$32K0.0%N/A0.000%
11/8/2024 MTM Investment Management LLC9,840$1.74M0.7%+839.8%0.006%
11/8/2024 EULAV Asset Management138,000$23.27M0.6%+969.8%0.078%
11/8/2024 Howe & Rusling Inc.15,348$2.59M0.2%+688.7%0.009%
11/8/2024 Commerce Bank2,485$419K0.0%N/A0.001%
11/8/2024 Avior Wealth Management LLC8,840$1.49M0.1%+832.5%0.005%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG3,610$609K0.0%N/A0.002%
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11/8/2024 Banque Cantonale Vaudoise511$86K0.0%+137.7%0.000%
11/8/2024 Prospera Financial Services Inc7,451$1.26M0.0%+930.6%0.004%
11/7/2024 CAP Partners LLC7,844$1.32M1.0%+1,349.9%0.004%
11/7/2024 Aviso Wealth Management13,000$2.19M1.2%+897.7%0.007%
11/7/2024 Quest Partners LLC1,232$208K0.0%N/A0.001%
11/7/2024 Longitude Cayman Ltd.20,700$3.49M1.0%+459.5%0.012%
11/7/2024 Gilbert & Cook Inc.2,000$337K0.0%+900.0%0.001%
11/7/2024 Swiss National Bank468,200$78.94M0.1%+904.7%0.264%
11/7/2024 Thrivent Financial for Lutherans5,410$912K0.0%+1,486.5%0.003%
11/7/2024 Claro Advisors LLC5,060$853K0.1%+892.2%0.003%
(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, 487 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?

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 467 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 11,619,960 shares in the last 24 months. This purchase volume represents approximately $1.83B in transactions.

Which MicroStrategy major shareholders have been selling company stock?

Of the 127 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), Capital World Investors ($53K), GAM Holding AG ($34.20K), SG Americas Securities LLC ($33.80K), Insigneo Advisory Services LLC ($27.89K), and Toroso Investments LLC ($19.51K).

How much institutional selling is happening at MicroStrategy?

Institutional investors have sold a total of 4,542,334 shares in the last 24 months. This volume of shares sold represents approximately $682.41M in transactions.


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This page (NASDAQ:MSTR) was last updated on 11/21/2024 by MarketBeat.com Staff
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