MicroStrategy Ownership | Who Owns MicroStrategy?
MicroStrategy Ownership Summary
MicroStrategy is owned by 50.48% institutional investors, 0.23% insiders, and 49.29% retail investors. Vanguard group is the largest institutional shareholder, holding 8.26% of MSTR shares. T-REX 2X Long MSTR Daily Target ETF is the top mutual fund, with 3.11% of its assets in MicroStrategy shares.
MSTR Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | MicroStrategy | 50.48% | 0.23% | 49.29% |
Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Idea | Artificial Intelligence Stocks List | 52.49% | 5.27% | 42.25% |
Idea | ChatGPT Stocks List | 49.41% | 4.81% | 45.78% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 16.30M | 8.26% | $4.72B |
Capital investors | 12.64M | 6.41% | $3.66B |
Blackrock funding, inc. /de | 11.26M | 5.71% | $3.26B |
Blackrock | 881.08K | 5.12% | $1.21B |
Morgan stanley | 782.11K | 4.55% | $1.08B |
Ubs group | 4.47M | 2.27% | $1.29B |
Clear street derivatives | 4.07M | 2.06% | $1.18B |
Cantor fitzgerald, l. p. | 3.58M | 1.81% | $1.04B |
State street | 310.49K | 1.81% | $427.70M |
Geode capital management | 3.05M | 1.54% | $881.47M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Cantor fitzgerald, l. p. | 3.58M | 20.65% | $1.04B |
Clear street derivatives | 4.07M | 15.23% | $1.18B |
Shariaportfolio | 95.31K | 13.08% | $27.61M |
Kapstone financial advisors | 70.45K | 12.83% | $24.04M |
Strong tower advisory services | 160.21K | 12.11% | $46.40M |
Accuvest global advisors | 24.35K | 9.87% | $7.05M |
Capital wealth alliance | 43.53K | 7.14% | $12.61M |
Marathon trading investment management | 421.27K | 6.69% | $122.01M |
Eschler asset management llp | 9.75K | 6.64% | $2.82M |
Strive asset management | 29.16K | 6.33% | $8.44M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Ubs group | 4.47M | 0.24% | 4.04M |
Cantor fitzgerald, l. p. | 3.58M | 20.65% | 3.58M |
Clear street derivatives | 4.07M | 15.23% | 2.76M |
Bank of montreal /can/ | 2.73M | 0.37% | 2.67M |
Norges bank | 1.81M | 0.07% | 1.81M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Capital investors | 12.64M | 0.69% | -4.88M |
Susquehanna group, llp | 1.05M | 0.05% | -1.70M |
Vanguard group | 16.30M | 0.08% | -1.15M |
Blackrock | 881.08K | 0.03% | -360.82K |
Hsbc | 175.37K | 0.03% | -296.23K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 1.81M | 0.07% | 1.81M | $523.98M |
Peak6 | 445.50K | 0.27% | 445.50K | $129.03M |
Cable car capital | 317.50K | 3.62% | 317.50K | $91.95M |
Proficio capital partners | 282.38K | 0.02% | 282.38K | $282.38K |
Mirae asset securities (usa) | 252.16K | 3.41% | 252.16K | $73.03M |
Sold Out
Holder | Change |
---|---|
Bessemer group | -2.00 |
Gradient investments | -2.00 |
Valley national advisers | -2.00 |
Triad wealth partners | -2.00 |
Css llc/il | -3.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 979 | 32.12% | 99,588,992 | 8.32% | 50 | 2.32% | 674 | 3.22% | 171 | 2037.50% |
Sep 30, 2024 | 732 | 11.42% | 91,873,926 | 915.53% | 46 | 1.68% | 646 | 87.79% | 7 | -95.68% |
Jun 30, 2024 | 650 | 7.08% | 9,043,007 | -4.60% | 52 | 1.73% | 338 | -9.63% | 162 | 26.56% |
Mar 31, 2024 | 607 | 44.87% | 9,478,998 | 16.36% | 55 | 1.55% | 374 | 48.41% | 128 | 106.45% |
Dec 31, 2023 | 419 | 24.33% | 8,146,319 | 17.28% | 59 | 2.50% | 252 | 38.46% | 62 | -8.82% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
T-REX 2X Long MSTR Daily Target ETF | 8.11M | 3.11% | -494.75K |
Capital Group Growth Fnd of Amer Comp | 6.42M | 2.61% | -1.82M |
American Funds Growth Fund of Amer A | 6.42M | 2.61% | -1.82M |
Vanguard Total Stock Mkt Idx Inv | 5.98M | 2.30% | 20.45K |
Vanguard US Total Market Shares ETF | 5.54M | 2.13% | 545.66K |
Invesco QQQ Trust | 4.90M | 1.88% | -4.25K |
American Funds Fundamental Invs A | 4.07M | 1.65% | -2.21M |
Capital Group Fundamental Invtrs Comp | 4.07M | 1.65% | -2.21M |
Vanguard Institutional Extnd Mkt Idx Tr | 2.90M | 1.12% | 7.27K |
Vanguard Small Cap Index | 2.20M | 0.96% | 12.90K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Mar 25, 2025 | RECHAN LESLIE J | - | Sell | $2.56M |
Mar 25, 2025 | RECHAN LESLIE J | - | Sell | $2.41M |
Mar 25, 2025 | RECHAN LESLIE J | - | Sell | $67.43K |
Mar 24, 2025 | Montgomery Jeanine | VP & CAO | Sell | $108.93K |
Mar 24, 2025 | Montgomery Jeanine | VP & CAO | Sell | $49.45K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | 3 | 11 |
2024 Q4 | - | 30 |
2024 Q3 | - | 18 |
2024 Q2 | - | 625 |
2024 Q1 | - | 1,995 |
MSTR Ownership FAQ
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