MicroStrategy Ownership | Who Owns MicroStrategy?

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MicroStrategy Ownership Summary

MicroStrategy is owned by 46.57% institutional investors, 0.25% insiders, and 53.18% retail investors. Capital investors is the largest institutional shareholder, holding 10.04% of MSTR shares. T-REX 2X Long MSTR Daily Target ETF is the top mutual fund, with 3.10% of its assets in MicroStrategy shares.

MSTR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	MicroStrategy	46.57%	0.25%	53.18%
Sector	Technology Stocks	54.50%	11.36%	34.13%
Idea	Artificial Intelligence Stocks List	63.05%	5.08%	31.87%
Idea	ChatGPT Stocks List	56.42%	4.72%	38.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Capital investors	1.73M	10.04%	$2.38B
Vanguard group	1.55M	9.02%	$2.14B
Blackrock	881.08K	5.12%	$1.21B
Morgan stanley	782.11K	4.55%	$1.08B
Susquehanna group, llp	378.14K	2.20%	$520.87M
State street	310.49K	1.81%	$427.70M
Jane street group	301.68K	1.75%	$415.55M
Geode capital management	253.64K	1.48%	$348.74M
Norges bank	157.89K	0.92%	$217.49M
Northern trust	141.50K	0.82%	$194.91M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Strong tower advisory services	160.21K	12.11%	$46.40M
Capital wealth alliance	43.53K	7.14%	$12.61M
Shariaportfolio	9.57K	7.11%	$13.18M
Eschler asset management llp	6.00K	6.44%	$8.20M
Kapstone financial advisors	7.13K	6.44%	$9.82M
Madden securities	46.33K	5.37%	$13.42M
Clarity capital partners	25.11K	3.77%	$7.27M
Srn advisors	2.12K	2.43%	$2.92M
Cap partners	11.75K	2.40%	$3.40M
Compass ion advisors	9.15K	2.23%	$15.60M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	157.89K	0.03%	157.89K
Susquehanna group, llp	378.14K	0.10%	133.27K
Wolverine trading	105.34K	0.15%	100.94K
Jane street group	301.68K	0.09%	76.05K
Sumitomo mitsui trust	415.10K	0.08%	71.93K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	881.08K	0.03%	-360.82K
Fmr	35.06K	0.00%	-264.60K
International assets investment management	-	-	-238.57K
Morgan stanley	782.11K	0.08%	-182.25K
Tb alternative assets	14.09K	1.05%	-92.85K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	157.89K	0.03%	157.89K	$217.49M
Robeco institutional asset management b.v.	58.63K	0.03%	58.63K	$16.98M
Weiss asset management lp	28.50K	1.48%	28.50K	$39.26M
Group one trading	26.52K	0.14%	26.52K	$36.53M
National pension service	24.50K	0.04%	24.50K	$33.75M

Sold Out

Holder	Change
Annis gardner whiting capital advisors	-1.00
Quest partners	-1.00
Fred alger management	-1.00
Valley national advisers	-2.00
Bessemer group	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	337	11.96%	6,945,916	-0.17%	48	1.77%	182	22.97%	68	4.62%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T-REX 2X Long MSTR Daily Target ETF	7.62M	3.10%	-
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	5.95M	2.42%	456.25K
Capital Group Fundamental Invtrs Comp	4.07M	1.65%	-2.21M
American Funds Fundamental Invs A	4.07M	1.65%	-2.21M
Invesco QQQ Trust	3.71M	1.51%	40.39K
Vanguard Institutional Extnd Mkt Idx Tr	2.89M	1.18%	277.51K
Capital Group Growth Composite	2.26M	1.12%	-
Vanguard Small Cap Index	2.20M	0.96%	12.90K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 21, 2024	GRAHAM STEPHEN X	-	Sell	$3.71M
Nov 21, 2024	GRAHAM STEPHEN X	-	Sell	$44.86K
Nov 21, 2024	GRAHAM STEPHEN X	-	Sell	$1.70M
Nov 21, 2024	GRAHAM STEPHEN X	-	Sell	$3.58M
Nov 18, 2024	Montgomery Jeanine	SVP & CAO	Sell	$16.54K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	30
2024 Q3	-	18
2024 Q2	-	625
2024 Q1	-	1,995
2023 Q4	-	27

MSTR Ownership FAQ

Who owns the most shares of MicroStrategy?

MicroStrategy’s largest shareholders are Capital investors (1.73M shares, 10.04%), Vanguard group (1.55M shares, 9.02%), and Blackrock (881.08K shares, 5.12%). Together, they hold 24.18% of MicroStrategy’s total shares outstanding.

Does Blackrock own MicroStrategy?

Yes, BlackRock owns 5.12% of MicroStrategy, totaling 881.08K shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.21B$. In the last quarter, BlackRock decreased its holdings by -361K shares, a -29.05% change.

Who is MicroStrategy’s biggest shareholder by percentage of total assets invested?

Strong tower advisory services is MicroStrategy’s biggest shareholder by percentage of total assets invested, with 12.11% of its assets in 160.21K MicroStrategy shares, valued at 46.4M$.

Who is the top mutual fund holder of MicroStrategy shares?

T-REX 2X Long MSTR Daily Target ETF is the top mutual fund holder of MicroStrategy shares, with 3.10% of its total shares outstanding invested in 7.62M MicroStrategy shares.

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