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MicroStrategy (MSTR) Institutional Ownership

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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)
239
Total
Institutional Inflows
(last 12 months)
$561.37M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$308.60M
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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
5/7/2024Sei Investments Co.575$980K0.0%+36.3%0.003%
5/7/2024Susquehanna International Securities Ltd.661$1.13M0.4%N/A0.004%
5/7/2024Swiss National Bank29,200$49.77M0.0%+22.2%0.172%
5/7/2024ClariVest Asset Management LLC1,969$3.36M0.3%N/A0.012%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management240$409K0.0%N/A0.001%
5/7/2024 Wealthspire Advisors LLC119$203K0.0%N/A0.001%
5/6/2024 Duality Advisers LP348$593K0.1%-64.9%0.002%
5/6/2024 VitalStone Financial LLC491$837K0.6%-14.8%0.003%
5/4/2024 Geneos Wealth Management Inc.874$1.49M0.1%-30.7%0.005%
5/3/2024 Clarity Capital Partners LLC465$793K0.5%N/A0.003%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors525$895K0.1%N/A0.003%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.305$520K0.2%N/A0.002%
5/3/2024 Whittier Trust Co.185$315K0.0%-81.5%0.001%
5/2/2024 Jennison Associates LLC473$806K0.0%N/A0.003%
5/2/2024 Mutual of America Capital Management LLC3,091$5.27M0.1%-5.0%0.018%
5/2/2024 FORA Capital LLC1,648$2.81M0.2%-89.0%0.010%
5/2/2024 FinTrust Capital Advisors LLC50$85K0.0%N/A0.000%
5/2/2024 Gilbert & Cook Inc.200$341K0.0%N/A0.001%
5/2/2024 Curran Financial Partners LLC129$220K0.1%N/A0.001%
5/2/2024 Choreo LLC243$414K0.0%N/A0.001%
5/2/2024 Tobam310$528K0.0%-71.2%0.002%
5/1/2024 Janney Montgomery Scott LLC3,219$5.49M0.0%+16.8%0.019%
5/1/2024 BNP Paribas Financial Markets14,274$24.33M0.0%+30.5%0.084%
5/1/2024 Shariaportfolio Inc.7,613$12.98M7.5%+543.5%0.045%
5/1/2024 Sequoia Financial Advisors LLC221$377K0.0%N/A0.001%
4/30/2024 Private Advisor Group LLC3,439$5.86M0.0%-17.4%0.020%
4/30/2024 Van ECK Associates Corp18,403$31.37M0.0%-19.7%0.108%
4/30/2024 Arkadios Wealth Advisors192$327K0.0%N/A0.001%
4/30/2024 Perigon Wealth Management LLC1,053$1.80M0.1%+6.6%0.006%
4/30/2024 Allspring Global Investments Holdings LLC34$58K0.0%N/A0.000%
4/29/2024Commonwealth Equity Services LLC23,638$40.29M0.1%+54.0%0.139%
4/29/2024 Greenleaf Trust126$215K0.0%N/A0.001%
4/29/2024 Principal Financial Group Inc.5,794$9.88M0.0%+310.0%0.034%
4/29/2024 Benjamin F. Edwards & Company Inc.226$385K0.0%+1,638.5%0.001%
4/29/2024 Heritage Investors Management Corp2,243$3.82M0.1%-29.6%0.013%
4/26/2024 Pinnacle Associates Ltd.1,511$2.58M0.0%-48.0%0.009%
4/26/2024 Yousif Capital Management LLC156$266K0.0%N/A0.001%
4/26/2024 YHB Investment Advisors Inc.61$104K0.0%N/A0.000%
4/26/2024 Mesirow Financial Investment Management Inc.200$341K0.0%N/A0.001%
4/25/2024 Lodestar Private Asset Management LLC187$319K0.0%-59.1%0.001%
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4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 2,939$5.01M0.0%+18.4%0.017%
4/25/2024 MTM Investment Management LLC1,011$1.72M0.7%-1.6%0.006%
4/25/2024 Cambridge Investment Research Advisors Inc.10,296$17.55M0.1%+2.1%0.061%
4/24/2024 Oxler Private Wealth LLC192$327K0.1%N/A0.001%
4/24/2024 Newbridge Financial Services Group Inc.800$1.36M0.6%+13.5%0.005%
4/24/2024 Arlington Capital Management Inc.1,348$2.30M1.9%-42.7%0.008%
4/24/2024 Hedges Asset Management LLC300$511K0.4%N/A0.002%
4/24/2024 Dakota Wealth Management4,500$7.67M0.2%N/A0.027%
4/24/2024 Simplicity Wealth LLC367$626K0.0%N/A0.002%
4/24/2024 Spire Wealth Management1,708$2.91M0.1%-39.8%0.010%
4/23/2024 Global Retirement Partners LLC614$1.05M0.0%+77.5%0.004%
4/23/2024 Masso Torrence Wealth Management Inc.300$511K0.3%N/A0.002%
4/23/2024 Nations Financial Group Inc. IA ADV1,679$2.86M0.2%N/A0.010%
4/23/2024 Fifth Third Bancorp3,118$5.32M0.0%-38.8%0.018%
4/23/2024 Strategic Blueprint LLC185$315K0.0%N/A0.001%
4/23/2024 Cigna Investments Inc. New156$266K0.1%N/A0.001%
4/23/2024 Revisor Wealth Management LLC918$1.57M0.7%N/A0.005%
4/23/2024 Raymond James Financial Services Advisors Inc.2,580$4.40M0.0%-0.7%0.015%
4/22/2024 Bay Rivers Group212$361K0.2%N/A0.001%
4/22/2024 Raymond James & Associates6,591$11.24M0.0%-4.2%0.039%
4/19/2024 Horizon Bancorp Inc. IN155$264K0.1%N/A0.001%
4/19/2024 Willis Johnson & Associates Inc.118$201K0.0%N/A0.001%
4/19/2024 Kovack Advisors Inc.349$595K0.1%N/A0.002%
4/19/2024 Financial Sense Advisors Inc.8,675$14.79M4.9%-62.9%0.051%
4/19/2024 Abundance Wealth Counselors120$205K0.0%N/A0.001%
4/19/2024 United Capital Management of KS Inc.720$1.23M0.3%+52.2%0.004%
4/19/2024 JTC Employer Solutions Trustee Ltd60$102K0.0%N/A0.000%
4/19/2024 Altiora Financial Group LLC201$343K0.1%N/A0.001%
4/18/2024 SeaCrest Wealth Management LLC492$839K0.1%N/A0.003%
4/18/2024 CAP Partners LLC506$863K0.8%N/A0.003%
4/18/2024 Synergy Asset Management LLC761$1.30M0.2%N/A0.004%
4/18/2024 Panoramic Investment Advisors LLC124$211K0.2%N/A0.001%
4/18/2024 Allspring Global Investments Holdings LLC34$58K0.0%N/A0.000%
4/18/2024 Claro Advisors LLC515$877K0.2%N/A0.003%
4/18/2024 Miracle Mile Advisors LLC134$228K0.0%N/A0.001%
4/18/2024 Diversified Trust Co384$655K0.0%N/A0.002%
4/18/2024 Compass Ion Advisors LLC9,152$15.60M2.2%+0.4%0.054%
4/17/2024 Fiduciary Alliance LLC1,134$1.86M0.3%+36.1%0.007%
4/17/2024 Coston McIsaac & Partners88$150K0.0%-79.0%0.001%
4/16/2024 Webster Bank N. A.40$68K0.0%N/A0.000%
4/16/2024 LongView Wealth Management200$341K0.1%N/A0.001%
4/16/2024 Sunburst Financial Group LLC363$594K0.2%N/A0.002%
4/15/2024 Investment Partners Asset Management Inc.260$443K0.4%N/A0.002%
4/15/2024 Wealthcare Advisory Partners LLC227$387K0.0%-30.8%0.001%
4/15/2024 Brookstone Capital Management708$1.21M0.0%+107.0%0.004%
4/15/2024 Kingswood Wealth Advisors LLC4,333$7.39M0.9%+115.4%0.026%
4/15/2024 TB Alternative Assets Ltd.195$332K0.1%N/A0.001%
4/13/2024 Evanson Asset Management LLC300$511K0.0%N/A0.002%
4/12/2024 Annex Advisory Services LLC547$932K0.0%-53.9%0.003%
4/12/2024 Wealth Management Partners LLC448$764K0.4%N/A0.003%
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4/12/2024 Strong Tower Advisory Services14,215$23.27M9.5%+36.7%0.084%
4/12/2024 Harbor Investment Advisory LLC15$26K0.0%-85.0%0.000%
4/12/2024 APEIRON CAPITAL Ltd31,600$53.86M21.4%N/A0.186%
4/11/2024 Ballentine Partners LLC298$508K0.0%N/A0.002%
4/11/2024 Salem Investment Counselors Inc.32$55K0.0%N/A0.000%
4/11/2024 International Assets Investment Management LLC153$250K0.0%-99.2%0.001%
4/11/2024 RFG Advisory LLC1,537$2.62M0.1%-53.5%0.009%
4/10/2024 Park Avenue Securities LLC368$627K0.0%N/A0.002%
4/10/2024 Banque Cantonale Vaudoise72$123K0.0%N/A0.000%
4/10/2024 MADDEN SECURITIES Corp4,268$7.28M3.4%N/A0.025%
(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, 317 institutional investors and hedge funds held shares of MicroStrategy. The most heavily invested institutionals were Capital International Investors ($984.63M), Vanguard Group Inc. ($727.61M), Geode Capital Management LLC ($75.68M), Norges Bank ($70.99M), Charles Schwab Investment Management Inc. ($63.13M), Renaissance Technologies LLC ($60.11M), and APEIRON CAPITAL Ltd ($53.86M).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 293 institutional investors that purchased MicroStrategy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Renaissance Technologies LLC ($313.20K), Vanguard Group Inc. ($128.10K), Norges Bank ($112.39K), Meitav Investment House Ltd. ($78.96K), Capital International Investors ($51.97K), GAM Holding AG ($48.69K), and Two Sigma Advisers LP ($46.10K).

How much institutional buying is happening at MicroStrategy?

Institutional investors have bought a total of 1,707,205 shares in the last 24 months. This purchase volume represents approximately $712.58M in transactions.

Which MicroStrategy major shareholders have been selling company stock?

Of the 111 institutional investors that sold MicroStrategy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($398.91K), Renaissance Technologies LLC ($116.30K), Capital World Investors ($53K), Goldstream Capital Management Ltd ($42K), Two Sigma Investments LP ($38.32K), SG Americas Securities LLC ($34.70K), and GAM Holding AG ($34.20K).

How much institutional selling is happening at MicroStrategy?

Institutional investors have sold a total of 960,091 shares in the last 24 months. This volume of shares sold represents approximately $373.03M in transactions.


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This page (NASDAQ:MSTR) was last updated on 5/8/2024 by MarketBeat.com Staff

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