MicroStrategy (MSTR) Institutional Ownership

$364.20 +37.74 (+11.56%)

(As of 12/20/2024 05:45 PM ET)

Current Institutional Ownership Percentage: 59.84%
Number of Institutional Buyers (last 12 months): 419
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

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MicroStrategy Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/19/2024	Principal Financial Group Inc.	46,483	$7.84M	0.0%	+781.4%	0.023%
12/13/2024	B. Riley Wealth Advisors Inc.	1,522	$254K	0.0%	N/A	0.001%
12/2/2024	Beaird Harris Wealth Management LLC	4,640	$782K	0.1%	+1,105.2%	0.002%
11/27/2024	Franklin Resources Inc.	4,248	$716K	0.0%	+3.3%	0.002%
11/26/2024	Peapack Gladstone Financial Corp	2,350	$396K	0.0%	+900.0%	0.001%
11/25/2024	Sanctuary Advisors LLC	14,442	$2.44M	0.0%	+3,250.8%	0.007%
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11/20/2024	Virtu Financial LLC	224,245	$37.81M	2.1%	+10,398.4%	0.111%
11/18/2024	Arete Wealth Advisors LLC	10,740	$1.81M	0.2%	+1,063.6%	0.005%
11/18/2024	Sunbelt Securities Inc.	160	$27K	0.0%	+900.0%	0.000%
11/18/2024	Toronto Dominion Bank	19,809	$3.34M	0.0%	+881.6%	0.010%
11/18/2024	Coldstream Capital Management Inc.	2,349	$439K	0.0%	+353.5%	0.001%
11/16/2024	Geode Capital Management LLC	2,766,283	$465.57M	0.0%	+990.6%	1.365%
11/15/2024	Frisch Financial Group Inc.	2,000	$337K	0.1%	+900.0%	0.001%
11/15/2024	Vestcor Inc	3,096	$522K	0.0%	+898.7%	0.002%
11/15/2024	M&T Bank Corp	11,455	$1.93M	0.0%	N/A	0.006%
11/15/2024	Abel Hall LLC	1,639	$276K	0.2%	+537.7%	0.001%
11/15/2024	Continuum Advisory LLC	770	$130K	0.0%	+900.0%	0.000%
11/15/2024	Gordian Capital Singapore Pte Ltd	710	$120K	0.0%	+370.2%	0.000%
11/15/2024	Public Employees Retirement System of Ohio	56,882	$9.59M	0.0%	+852.5%	0.028%
11/15/2024	Nomura Asset Management Co. Ltd.	42,660	$7.19M	0.0%	+950.7%	0.021%
11/15/2024	Y Intercept Hong Kong Ltd	74,380	$12.54M	0.8%	+767.1%	0.037%
11/15/2024	Glass Jacobson Investment Advisors llc	200	$34K	0.0%	+900.0%	0.000%
11/15/2024	MML Investors Services LLC	60,832	$10.26M	0.0%	+1,058.7%	0.030%
11/15/2024	Orion Portfolio Solutions LLC	5,353	$903K	0.0%	+2,217.3%	0.003%
11/15/2024	XTX Topco Ltd	14,991	$2.53M	0.2%	N/A	0.007%
11/15/2024	National Bank of Canada FI	20,647	$3.48M	0.0%	+746.2%	0.010%
11/15/2024	Glen Eagle Advisors LLC	210	$35K	0.0%	+900.0%	0.000%
11/15/2024	EP Wealth Advisors LLC	2,430	$410K	0.0%	+900.0%	0.001%
11/15/2024	Insigneo Advisory Services LLC	3,357	$566K	0.1%	-89.3%	0.002%
11/15/2024	Kovitz Investment Group Partners LLC	2,550	$447K	0.0%	N/A	0.001%
11/15/2024	Wellington Management Group LLP	6,727	$1.13M	0.0%	+979.8%	0.003%
11/15/2024	Stevens Capital Management LP	130,793	$22.05M	3.1%	N/A	0.065%
11/15/2024	Stifel Financial Corp	193,840	$32.68M	0.0%	+1,126.2%	0.096%
11/15/2024	Quantinno Capital Management LP	1,674	$282K	0.0%	N/A	0.001%
11/15/2024	Quarry LP	401	$68K	0.0%	+40,000.0%	0.000%
11/15/2024	Royal London Asset Management Ltd.	59,479	$10.03M	0.0%	N/A	0.029%
11/15/2024	Polymer Capital Management HK LTD	8,100	$1.37M	0.3%	+2,609.0%	0.004%
11/15/2024	IHT Wealth Management LLC	27,723	$4.66M	0.1%	+2,329.7%	0.014%
11/15/2024	Independent Family Office LLC	4,100	$691K	0.3%	N/A	0.002%
11/15/2024	Investment Management Corp of Ontario	5,200	$877K	0.0%	+1,633.3%	0.003%
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11/15/2024	Itau Unibanco Holding S.A.	22,000	$3.71M	0.1%	N/A	0.011%
11/15/2024	Janus Henderson Group PLC	11,700	$1.97M	0.0%	+1,362.5%	0.006%
11/15/2024	Hilltop Holdings Inc.	7,400	$1.25M	0.1%	+708.7%	0.004%
11/15/2024	Garden State Investment Advisory Services LLC	2,630	$443K	0.1%	+1,005.0%	0.001%
11/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	26,323	$4.44M	0.0%	+772.8%	0.013%
11/14/2024	Encompass More Asset Management	2,582	$435K	0.2%	N/A	0.001%
11/14/2024	Edgestream Partners L.P.	4,074	$687K	0.0%	+766.8%	0.002%
11/14/2024	Captrust Financial Advisors	4,771	$804K	0.0%	+1,038.7%	0.002%
11/14/2024	Rockefeller Capital Management L.P.	38,307	$6.46M	0.0%	N/A	0.019%
11/14/2024	Centric Wealth Management	1,370	$231K	0.1%	+1,023.0%	0.001%
11/14/2024	Pin Oak Investment Advisors Inc.	290	$48K	0.0%	+900.0%	0.000%
11/14/2024	Vinva Investment Management Ltd	1,536	$246K	0.0%	N/A	0.001%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	639,707	$107.86M	0.0%	+971.3%	0.316%
11/14/2024	Fiduciary Trust Co	10,760	$1.81M	0.0%	+915.1%	0.005%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	31,519	$5.31M	0.0%	+1,000.9%	0.016%
11/14/2024	FORA Capital LLC	49,389	$8.33M	1.0%	+1,198.0%	0.024%
11/14/2024	MetLife Investment Management LLC	3,192	$538K	0.0%	+876.1%	0.002%
11/14/2024	RPg Family Wealth Advisory LLC	200	$34K	0.0%	N/A	0.000%
11/14/2024	CreativeOne Wealth LLC	5,020	$846K	0.0%	N/A	0.002%
11/14/2024	Healthcare of Ontario Pension Plan Trust Fund	80,000	$13.49M	0.0%	N/A	0.039%
11/13/2024	Glenmede Trust Co. NA	3,146	$530K	0.0%	+798.9%	0.002%
11/13/2024	Freedom Investment Management Inc.	4,371	$737K	0.1%	N/A	0.002%
11/13/2024	Townsquare Capital LLC	3,874	$653K	0.0%	+1,235.9%	0.002%
11/13/2024	D.A. Davidson & CO.	5,185	$874K	0.0%	+932.9%	0.003%
11/13/2024	The Manufacturers Life Insurance Company	8,279	$1.40M	0.0%	+204.5%	0.004%
11/13/2024	Dai ichi Life Insurance Company Ltd	6,000	$1.01M	0.0%	+900.0%	0.003%
11/13/2024	Qsemble Capital Management LP	1,931	$326K	0.1%	N/A	0.001%
11/13/2024	Associated Banc Corp	2,350	$396K	0.0%	+900.0%	0.001%
11/13/2024	Private Trust Co. NA	204	$34K	0.0%	+750.0%	0.000%
11/13/2024	Horizon Kinetics Asset Management LLC	192,905	$32.52M	0.5%	+924.1%	0.095%
11/13/2024	DRW Securities LLC	4,649	$784K	0.0%	+121.9%	0.002%
11/13/2024	Independent Advisor Alliance	39,893	$6.73M	0.2%	+1,234.7%	0.020%
11/13/2024	Harvest Fund Management Co. Ltd	456	$77K	0.0%	+101.8%	0.000%
11/13/2024	Daiwa Securities Group Inc.	14,478	$2.44M	0.0%	+897.8%	0.007%
11/12/2024	Centaurus Financial Inc.	2,032	$343K	0.0%	+1,565.6%	0.001%
11/12/2024	Larson Financial Group LLC	1,743	$294K	0.0%	+2,051.9%	0.001%
11/12/2024	Penserra Capital Management LLC	35,383	$5.96M	0.1%	+1,006.8%	0.017%
11/12/2024	Family Capital Management Inc.	6,661	$1.12M	0.7%	+898.7%	0.003%
11/12/2024	Kingsview Wealth Management LLC	3,810	$642K	0.0%	+852.5%	0.002%
11/12/2024	Cerity Partners LLC	6,170	$1.04M	0.0%	N/A	0.003%
11/12/2024	Great Valley Advisor Group Inc.	2,310	$389K	0.0%	+1,109.4%	0.001%
11/12/2024	Nwam LLC	5,222	$880K	0.1%	+921.9%	0.003%
11/12/2024	Altiora Financial Group LLC	2,040	$344K	0.1%	+866.8%	0.001%
11/12/2024	Charles Schwab Investment Management Inc.	664,261	$111.99M	0.0%	+587.4%	0.328%
11/12/2024	Navellier & Associates Inc.	3,639	$614K	0.1%	N/A	0.002%
11/9/2024	Intech Investment Management LLC	7,223	$1.22M	0.0%	+1,136.8%	0.004%
11/8/2024	EverSource Wealth Advisors LLC	25,564	$4.31M	0.3%	+2,791.9%	0.013%
11/8/2024	Moors & Cabot Inc.	51,140	$8.62M	0.4%	+924.6%	0.025%
11/8/2024	EagleClaw Capital Managment LLC	27,440	$4.63M	0.8%	+900.0%	0.014%
11/8/2024	Darwin Wealth Management LLC	190	$32K	0.0%	N/A	0.000%
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11/8/2024	MTM Investment Management LLC	9,840	$1.74M	0.7%	+839.8%	0.006%
11/8/2024	EULAV Asset Management	138,000	$23.27M	0.6%	+969.8%	0.078%
11/8/2024	Howe & Rusling Inc.	15,348	$2.59M	0.2%	+688.7%	0.009%
11/8/2024	Commerce Bank	2,485	$419K	0.0%	N/A	0.001%
11/8/2024	Avior Wealth Management LLC	8,840	$1.49M	0.1%	+832.5%	0.005%
11/8/2024	B. Metzler seel. Sohn & Co. Holding AG	3,610	$609K	0.0%	N/A	0.002%
11/8/2024	Banque Cantonale Vaudoise	511	$86K	0.0%	+137.7%	0.000%
11/8/2024	Prospera Financial Services Inc	7,451	$1.26M	0.0%	+930.6%	0.004%
11/7/2024	CAP Partners LLC	7,844	$1.32M	1.0%	+1,349.9%	0.004%
11/7/2024	Aviso Wealth Management	13,000	$2.19M	1.2%	+897.7%	0.007%

(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, 489 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 469 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 11,683,207 shares in the last 24 months. This purchase volume represents approximately $1.84B 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 International Assets Investment Management LLC ($19.47K).
How much institutional selling is happening at MicroStrategy?: Institutional investors have sold a total of 4,537,981 shares in the last 24 months. This volume of shares sold represents approximately $682.31M in transactions.

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This page (NASDAQ:MSTR) was last updated on 12/21/2024 by MarketBeat.com Staff

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MicroStrategy (MSTR) Institutional Ownership

MSTR Institutional Buying and Selling by Quarter

MicroStrategy Major Shareholders & Ownership History

MSTR Institutional Ownership - Frequently Asked Questions

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MicroStrategy (MSTR) Institutional Ownership

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

MSTR Institutional Buying and Selling by Quarter

MicroStrategy Major Shareholders & Ownership History

MSTR Institutional Ownership - Frequently Asked Questions

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