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. American Funds Growth Fund of Amer A is the top mutual fund, with 3.68% 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 | 44.46% | 12.08% | 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 |
|---|---|---|---|
| American Funds Growth Fund of Amer A | 9.79M | 3.68% | 3.37M |
| T-REX 2X Long MSTR Daily Target ETF | 8.11M | 3.11% | -494.75K |
| Vanguard Total Stock Mkt Idx Inv | 7.60M | 2.86% | 1.62M |
| Capital Group Growth Fnd of Amer Comp | 6.42M | 2.61% | -1.82M |
| Vanguard US Total Market Shares ETF | 5.54M | 2.13% | 545.66K |
| Invesco QQQ Trust | 4.90M | 1.88% | -4.25K |
| Capital Group Fundamental Invtrs Comp | 4.07M | 1.65% | -2.21M |
| American Funds Fundamental Invs A | 4.26M | 1.60% | 188.12K |
| Vanguard Institutional Extnd Mkt Idx Tr | 3.67M | 1.38% | 766.12K |
| Vanguard Growth Index Investor | 2.63M | 0.99% | 646.57K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 22, 2025 | Patten Jarrod M | - | Sell | $243.60K |
| Apr 22, 2025 | Patten Jarrod M | - | Sell | $170.00K |
| Apr 22, 2025 | Patten Jarrod M | - | Sell | $167.82K |
| Apr 23, 2025 | Patten Jarrod M | - | Sell | $390.50K |
| Apr 14, 2025 | Shao Wei-Ming | EVP & General Counsel | Sell | $3.14M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 6 |
| 2025 Q1 | 3 | 11 |
| 2024 Q4 | - | 30 |
| 2024 Q3 | - | 18 |
| 2024 Q2 | - | 625 |
MSTR Ownership FAQ
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