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MicroStrategy (MSTR) Institutional Ownership

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$395.13 -6.88 (-1.71%)
Closing price 08/8/2025 04:00 PM Eastern
Extended Trading
$395.22 +0.10 (+0.02%)
As of 08/8/2025 07:59 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)
823
Total
Institutional Inflows
(last 12 months)
$4.62B
Number of
Institutional Sellers
(last 12 months)
235
Total
Institutional Outflows
(last 12 months)
$8.18B
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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
8/8/2025MTM Investment Management LLC9,913$4.01M1.3%+1.3%0.004%
8/8/2025King Wealth Management Group654$264K0.0%-8.3%0.000%
8/8/2025ABN Amro Investment Solutions3,294$1.33M0.0%N/A0.001%
8/8/2025Police & Firemen s Retirement System of New Jersey37,932$15.33M0.1%+12.8%0.014%
8/8/2025Geode Capital Management LLC3,521,664$1.42B0.1%-14.9%1.288%
8/8/2025Tobam13,358$5.40M2.1%-1.4%0.005%
8/8/2025Forsta AP Fonden50,400$20.37M0.1%+10.5%0.018%
8/8/2025KBC Group NV114,376$46.23M0.1%+20.4%0.042%
8/8/2025Mitsubishi UFJ Trust & Banking Corp106,793$43.17M0.1%+5.5%0.039%
8/8/2025Andar Capital Management HK Ltd7,000$2.83M3.3%-35.2%0.003%
8/8/2025SBI Securities Co. Ltd.34,061$13.77M0.4%-7.1%0.012%
8/8/2025National Pension Service507,093$204.98M0.2%+75.0%0.185%
8/7/2025 Verus Capital Partners LLC7,871$3.18M0.3%+82.9%0.003%
8/7/2025 STF Management LP3,102$1.25M0.5%+3.3%0.001%
8/7/2025 CENTRAL TRUST Co1,500$606K0.0%-2.1%0.001%
8/7/2025 Nwam LLC647$256K0.0%-80.0%0.000%
8/7/2025 Birchcreek Wealth Management LLC540$218K0.1%N/A0.000%
8/7/2025 Vise Technologies Inc.3,331$1.35M0.1%N/A0.001%
8/7/2025 Allworth Financial LP2,704$1.09M0.0%+10.2%0.001%
8/7/2025 Fidelis Capital Partners LLC912$350K0.0%+45.9%0.000%
8/7/2025 ProShare Advisors LLC346,462$140.05M0.3%+11.5%0.127%
8/7/2025 Profund Advisors LLC18,879$7.63M0.3%+22.3%0.007%
8/7/2025 Sound View Wealth Advisors Group LLC662$268K0.0%N/A0.000%
8/7/2025 Rathbones Group PLC15,452$6.25M0.0%+2.6%0.006%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.232,967$94.17M0.1%+15.9%0.085%
8/7/2025 Parkside Financial Bank & Trust180$73K0.0%+39.5%0.000%
8/7/2025Aviva PLC185,087$74.82M0.2%+43.1%0.068%
8/7/2025 Los Angeles Capital Management LLC1,264$511K0.0%+26.4%0.000%
8/6/2025 ZEGA Investments LLC5,687$2.30M0.3%+250.6%0.002%
8/6/2025 Prospera Financial Services Inc34,108$13.79M0.3%+228.0%0.012%
8/6/2025 Disciplined Investors L.L.C.4,520$1.83M1.4%+39.3%0.002%
8/6/2025Summit Investment Advisors Inc.7,781$2.24M1.8%+33.6%0.003%
8/6/2025 AE Wealth Management LLC12,202$4.93M0.0%+10.2%0.004%
8/6/2025 Bonfire Financial3,976$1.61M1.3%-1.2%0.001%
8/6/2025 Metis Global Partners LLC4,699$1.90M0.0%-11.7%0.002%
8/6/2025 Legacy Wealth Managment LLC ID6,811$2.75M1.4%-17.2%0.002%
8/6/2025 Penserra Capital Management LLC1,333$538K0.0%+51.5%0.000%
8/6/2025 Wedbush Securities Inc.10,187$4.12M0.1%-3.0%0.004%
8/6/2025 Harvest Portfolios Group Inc.708,040$286.21M6.7%+181.8%0.259%
8/6/2025 Vestmark Advisory Solutions Inc.941$380K0.0%N/A0.000%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
8/6/2025 Walkner Condon Financial Advisors LLC865$350K0.1%+13.8%0.000%
8/6/2025 Savant Capital LLC2,073$838K0.0%+29.7%0.001%
8/6/2025 Soltis Investment Advisors LLC862$349K0.0%-3.0%0.000%
8/6/2025 Souders Financial Advisors1,987$803K0.1%-28.8%0.001%
8/6/2025 Tradewinds LLC.1,376$556K0.4%N/A0.001%
8/6/2025 Achmea Investment Management B.V.17,725$7.17M0.1%+1,867.3%0.006%
8/6/2025 Golden State Wealth Management LLC20,397$8.25M1.0%+29.4%0.007%
8/6/2025 Commonwealth Equity Services LLC207,331$83.81M0.1%-13.1%0.076%
8/6/2025 Ethos Financial Group LLC2,536$1.03M0.1%-19.7%0.001%
8/6/2025 Resona Asset Management Co. Ltd.77,914$31.30M0.2%+13.6%0.028%
8/6/2025 Atlantic Union Bankshares Corp126$51K0.0%N/A0.000%
8/6/2025 First Horizon Advisors Inc.347$140K0.0%+1,019.4%0.000%
8/6/2025 Csenge Advisory Group6,691$2.47M0.1%+3.2%0.002%
8/6/2025 Moors & Cabot Inc.39,220$15.85M0.7%-1.3%0.014%
8/5/2025 GPS Wealth Strategies Group LLC1,163$470K0.1%+2.7%0.000%
8/5/2025 Claro Advisors LLC2,044$826K0.1%-48.6%0.001%
8/5/2025 Dillon & Associates Inc.1,470$594K0.1%-3.4%0.001%
8/5/2025 Milestone Asset Management LLC2,441$987K0.2%-8.3%0.001%
8/5/2025 Huntington National Bank836$338K0.0%+528.6%0.000%
8/5/2025 Bridgewater Advisors Inc.536$212K0.0%N/A0.000%
8/5/2025 Westside Investment Management Inc.247$99K0.0%+19.9%0.000%
8/5/2025 X Square Capital LLC25,257$10.21M3.7%+70.0%0.009%
8/5/2025 EPG Wealth Management LLC541$219K0.1%N/A0.000%
8/5/2025 iA Global Asset Management Inc.28,106$11.36M0.2%+7.4%0.010%
8/5/2025 Redwood Wealth Management Group LLC1,555$629K0.3%+31.2%0.001%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,618$1.06M0.1%+55.2%0.001%
8/5/2025 Versor Investments LP715$289K0.1%N/A0.000%
8/5/2025 Harel Insurance Investments & Financial Services Ltd.263$106K0.0%+99.2%0.000%
8/5/2025 Accuvest Global Advisors71,795$29.02M18.9%-15.4%0.026%
8/5/2025 Lifeworks Advisors LLC6,535$2.64M0.4%+41.3%0.002%
8/4/2025 Creative Financial Designs Inc. ADV582$235K0.0%-17.4%0.000%
8/4/2025 Strs Ohio76,801$31.05M0.1%+2,345.9%0.028%
8/4/2025 Amalgamated Bank13,141$5.31M0.0%+5.5%0.005%
8/4/2025 Arkadios Wealth Advisors5,480$2.22M0.1%+0.9%0.002%
8/4/2025 Quaker Wealth Management LLC204$82K0.0%-200.0%0.000%
8/1/2025 Oarsman Capital Inc.500$202K0.0%N/A0.000%
8/1/2025 GWN Securities Inc.774$314K0.1%N/A0.000%
8/1/2025 Rossby Financial LCC1,203$486K0.2%-17.0%0.000%
8/1/2025 United Capital Management of KS Inc.29,269$11.83M1.9%+0.1%0.011%
8/1/2025 Teacher Retirement System of Texas75,075$30.35M0.1%+3.4%0.027%
8/1/2025 Y Intercept Hong Kong Ltd44,622$18.04M0.4%N/A0.016%
8/1/2025 Ashton Thomas Private Wealth LLC673$272K0.0%-10.1%0.000%
8/1/2025 Delta Investment Management LLC5,553$2.25M0.4%N/A0.002%
8/1/2025 Envestnet Asset Management Inc.19,936$8.06M0.0%+4.2%0.007%
7/31/2025 Nisa Investment Advisors LLC20,605$8.33M0.0%+30.7%0.008%
7/31/2025 Resonant Capital Advisors LLC991$401K0.0%+39.4%0.000%
7/31/2025 Wealthfront Advisers LLC55,614$22.48M0.1%-2.9%0.020%
7/31/2025 Atlatl Advisers LLC2,215$895K0.4%N/A0.001%
7/31/2025 Darden Wealth Group Inc600$243K0.1%N/A0.000%
7/31/2025 Brighton Jones LLC1,210$489K0.0%-19.9%0.000%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
7/31/2025 TSA Wealth Managment LLC608$246K0.1%N/A0.000%
7/31/2025 AG2R LA Mondiale Gestion D Actifs9,324$3.77M0.2%+7.5%0.003%
7/31/2025 State of New Jersey Common Pension Fund D83,451$33.73M0.1%+8.9%0.031%
7/31/2025 PKO Investment Management Joint Stock Co10,000$4.04M0.4%N/A0.004%
7/31/2025 Sage Mountain Advisors LLC3,207$1.30M0.1%+84.1%0.001%
7/31/2025 AlphaQuest LLC122$49K0.0%+454.5%0.000%
7/31/2025 Sumitomo Mitsui Trust Group Inc.588,538$237.91M0.1%+11.3%0.215%
7/31/2025 West Michigan Advisors LLC1,018$412K0.1%+26.3%0.000%
7/31/2025 Catalyst Capital Advisors LLC148$60K0.0%-14.9%0.000%
7/31/2025 LJI Wealth Management LLC870$352K0.1%-7.9%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, 986 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 ($1.42B), Norges Bank ($523.98M), Northern Trust Corp ($311.69M), Harvest Portfolios Group Inc. ($286.21M), and Sumitomo Mitsui Trust Group Inc. ($237.91M).Learn more on MicroStrategy's institutional investors.

What percentage of MicroStrategy's stock is owned by institutional investors?

59.84% of MicroStrategy's stock is owned by institutional investors. Learn more on MSTR's institutional investor holdings.

Which institutional investors have been buying MicroStrategy's stock?

Of the 910 institutional investors that purchased MicroStrategy's 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), Sumitomo Mitsui Trust Group Inc. ($559.38K), Vanguard Group Inc. ($529.18K), and Swiss National Bank ($479.70K).

How much institutional buying is happening at MicroStrategy?

Institutional investors have bought a total of 19,374,355 shares in the last 24 months. This purchase volume represents approximately $4.62B in transactions.

Which of MicroStrategy's major shareholders have been selling company stock?

Of the 235 institutional investors that sold MicroStrategy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Voya Investment Management LLC ($8.95M), Deutsche Bank AG ($8.11M), Capital International Investors ($4.88M), Royal Bank of Canada ($1.72M), Vanguard Group Inc. ($1.15M), Geode Capital Management LLC ($614.23K), and Hsbc Holdings PLC ($296.23K).

How much institutional selling is happening at MicroStrategy?

Institutional investors have sold a total of 27,939,487 shares in the last 24 months. This volume of shares sold represents approximately $8.18B in transactions.



This page (NASDAQ:MSTR) was last updated on 8/9/2025 by MarketBeat.com Staff
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