MicroStrategy Ownership | Who Owns MicroStrategy?
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. Capital Group Growth Fnd of Amer Comp is the top mutual fund, with 4.07% 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 | 54.54% | 11.27% | 34.19% |
| 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 |
|---|---|---|---|
| Shariaportfolio | 9.57K | 7.11% | $13.18M |
| Strong tower advisory services | 14.74K | 6.66% | $20.30M |
| Eschler asset management llp | 6.00K | 6.44% | $8.20M |
| Kapstone financial advisors | 7.13K | 6.44% | $9.82M |
| Capital wealth alliance | 4.33K | 3.41% | $5.97M |
| Longitude | 3.70K | 3.23% | $5.10M |
| Madden securities | 4.50K | 2.75% | $6.20M |
| Srn advisors | 2.12K | 2.43% | $2.92M |
| Compass ion advisors | 9.15K | 2.23% | $15.60M |
| Lcm capital management | 2.26K | 1.94% | $3.12M |
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 |
| Citadel advisors | 119.93K | 0.03% | 51.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 881.08K | 0.03% | -360.82K |
| Fmr | 35.06K | 0.00% | -264.60K |
| Morgan stanley | 782.11K | 0.08% | -182.25K |
| Geode capital management | 253.64K | 0.03% | -79.47K |
| Capital investors | 1.73M | 0.49% | -66.04K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 157.89K | 0.03% | 157.89K | $217.49M |
| Sumitomo mitsui trust | 29.16K | 0.03% | 29.16K | $40.16M |
| 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 |
|---|---|---|---|
| Capital Group Growth Fnd of Amer Comp | 8.24M | 4.07% | - |
| American Funds Growth Fund of Amer A | 8.24M | 4.07% | - |
| American Funds Fundamental Invs A | 6.28M | 3.10% | 165.13K |
| Capital Group Fundamental Invtrs Comp | 6.28M | 3.10% | 165.13K |
| T-REX 2X Long MSTR Daily Target ETF | 5.98M | 2.95% | -403.67K |
| Vanguard Total Stock Mkt Idx Inv | 5.52M | 2.72% | -19.89K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.59M | 1.28% | -14.96K |
| Capital Group Growth Composite | 2.26M | 1.12% | - |
| American Funds IS® Growth 1 | 2.26M | 1.12% | - |
| Vanguard Small Cap Index | 2.19M | 1.08% | 4.30K |
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 | - | 26 |
| 2024 Q3 | - | 18 |
| 2024 Q2 | - | 625 |
| 2024 Q1 | - | 1,995 |
| 2023 Q4 | - | 27 |
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