MicroStrategy Incorporated (MSTR) Ownership

341.25 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Capital Research & Mgmt Co - Division 3 is the biggest individual institutional holder of MicroStrategy Incorporated (MSTR), owning a total of 17.5 million shares. Combined, the top 67 institutional holders of MSTR own 40.91% of the company with a total of 80.5 million shares.

In the latest ownership report on September 30th 2024, the top 67 institutional holders decreased their combined ownership of MSTR by 3.3 million shares. 27 institutions bought 7,237,218 total additional shares and increased their ownership by an average of 873.34%. However 10 institutions sold 10,546,644 total shares and decreased their ownership by an average of 25.74%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of MicroStrategy Incorporated decreased by a net total of -3,309,426 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Capital Research & Mgmt Co - Division 37.132%1.582%17,528,145272,8952024-09-30
Vanguard Group Inc7.101%12.587%17,452,7531,951,2332024-09-30
Morgan Stanley - Brokerage Accounts3.904%-38.660%9,595,008-6,047,2122024-09-30
BlackRock Inc3.856%7.568%9,477,584666,8142024-09-30
State Street Corp1.352%7.012%3,322,631217,7012024-09-30
Geode Capital Management, LLC1.126%9.064%2,766,283229,9032024-09-30
Susquehanna International Group, LLP1.121%-27.152%2,754,659-1,026,7012024-09-30
Clear Street Derivatives LLC0.532%0.000%1,307,1341,307,1342024-09-30
Jane Street Group LLC0.429%-65.022%1,055,191-1,961,5692024-09-30
Legal & General Group PLC0.385%88.097%945,131442,6612024-09-30
Northern Trust Corp0.352%-38.856%865,188-549,8122024-09-30
Goldman Sachs Group Inc0.339%-39.103%833,006-534,8942024-09-30
Bank of America Corp0.323%182.292%794,455513,0252024-09-30
Capital World Investors0.292%1.010%717,3717,1712024-09-30
Charles Schwab Investment Management Inc0.270%-31.259%664,261-302,0692024-09-30
JPMorgan Chase & Co0.269%12.531%660,69373,5732024-09-30
IMC-Chicago, LLC0.266%-15.295%652,603-117,8372024-09-30
UBS Asset Mgmt Americas Inc0.260%7.130%639,70742,5772024-09-30
Bank of New York Mellon Corp0.238%3.891%584,46121,8912024-09-30
LPL Financial Corp0.215%6.566%528,13232,5422024-09-30
HSBC Holdings PLC0.205%399.730%471,595377,2252024-09-30
Swiss National Bank0.203%0.472%468,2002,2002024-09-30
FMR Inc0.197%29.269%453,267102,6272024-09-30
Tidal Investments LLC.0.219%58.468%443,726163,7162024-09-30
Citigroup Inc0.178%-1.329%361,276-4,8642024-09-30
Sumitomo Mitsui Trust Group Inc0.169%17.695%343,16451,5942024-09-30
Natixis SA0.159%21.766%322,60857,6682024-09-30
SG Americas Securities, LLC0.136%108.808%276,003143,8232024-09-30
California Public Employees Retrmnt Sys0.136%-0.561%274,879-1,5512024-09-30
National Pension Service, Inc.0.121%0.000%245,00002024-09-30
International Assets Investment Management, LLC0.118%22,406.500%238,569237,5092024-09-30
Yong Rong (HK) Asset Management Ltd0.104%0.000%210,900210,9002024-09-30
Strong Tower Advisory Services0.079%9.001%160,66813,2682024-09-30
Eulav Asset Management0.068%6.977%138,0009,0002024-09-30
Foundations Investment Advisors, LLC0.060%1.519%120,9701,8102024-09-30
ShariaPortfolio, Inc.0.058%22.124%116,87321,1732024-09-30
TB Alternative Assets Ltd.0.053%158.609%106,93565,5852024-09-30
Compass Ion Advisors, LLC0.045%-0.148%91,385-1352024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Capital Research & Mgmt Co - Division 37.132%1.582%17,528,145272,8952024-09-30
Vanguard Group Inc7.101%12.587%17,452,7531,951,2332024-09-30
Morgan Stanley - Brokerage Accounts3.904%-38.660%9,595,008-6,047,2122024-09-30
BlackRock Inc3.856%7.568%9,477,584666,8142024-09-30
State Street Corp1.352%7.012%3,322,631217,7012024-09-30
Geode Capital Management, LLC1.126%9.064%2,766,283229,9032024-09-30
Susquehanna International Group, LLP1.121%-27.152%2,754,659-1,026,7012024-09-30
Clear Street Derivatives LLC0.532%0.000%1,307,1341,307,1342024-09-30
Jane Street Group LLC0.429%-65.022%1,055,191-1,961,5692024-09-30
Legal & General Group PLC0.385%88.097%945,131442,6612024-09-30
Northern Trust Corp0.352%-38.856%865,188-549,8122024-09-30
Goldman Sachs Group Inc0.339%-39.103%833,006-534,8942024-09-30
Bank of America Corp0.323%182.292%794,455513,0252024-09-30
Capital World Investors0.292%1.010%717,3717,1712024-09-30
Charles Schwab Investment Management Inc0.270%-31.259%664,261-302,0692024-09-30
JPMorgan Chase & Co0.269%12.531%660,69373,5732024-09-30
IMC-Chicago, LLC0.266%-15.295%652,603-117,8372024-09-30
UBS Asset Mgmt Americas Inc0.260%7.130%639,70742,5772024-09-30
Bank of New York Mellon Corp0.238%3.891%584,46121,8912024-09-30
LPL Financial Corp0.215%6.566%528,13232,5422024-09-30
HSBC Holdings PLC0.205%399.730%471,595377,2252024-09-30
Swiss National Bank0.203%0.472%468,2002,2002024-09-30
FMR Inc0.197%29.269%453,267102,6272024-09-30
Tidal Investments LLC.0.219%58.468%443,726163,7162024-09-30
Citigroup Inc0.178%-1.329%361,276-4,8642024-09-30
Sumitomo Mitsui Trust Group Inc0.169%17.695%343,16451,5942024-09-30
State Street Corporation0.172%22.887%334,62762,3222024-03-31
Natixis SA0.159%21.766%322,60857,6682024-09-30
JANE STREET GROUP, LLC0.155%430.737%301,676244,8352024-06-30
SG Americas Securities, LLC0.136%108.808%276,003143,8232024-09-30
California Public Employees Retrmnt Sys0.136%-0.561%274,879-1,5512024-09-30
National Pension Service, Inc.0.121%0.000%245,00002024-09-30
International Assets Investment Management, LLC0.118%22,406.500%238,569237,5092024-09-30
Yong Rong (HK) Asset Management Ltd0.104%0.000%210,900210,9002024-09-30
Strong Tower Advisory Services0.079%9.001%160,66813,2682024-09-30
NORGES BANK0.078%40.480%157,89045,4972024-06-30
Eulav Asset Management0.068%6.977%138,0009,0002024-09-30
Two Sigma Advisers, LLC1.127%54.881%130,10046,1002022-09-30
Foundations Investment Advisors, LLC0.060%1.519%120,9701,8102024-09-30
Citadel Advisors Llc0.059%189.887%119,93278,5602024-06-30
ShariaPortfolio, Inc.0.058%22.124%116,87321,1732024-09-30
TB Alternative Assets Ltd.0.053%158.609%106,93565,5852024-09-30
Wolverine Trading LLC0.052%2,293.660%105,345100,9442024-06-30
Shaolin Capital Management LLC0.546%-7.416%96,750-7,7502023-12-31
Toroso Investments LLC0.556%34.404%94,28024,1332023-12-31
Compass Ion Advisors, LLC0.045%-0.148%91,385-1352024-09-30
Antara Capital LP0.685%0.000%88,80088,8002022-12-31
T. Rowe Price Associates, Inc.0.046%13.904%88,76210,8352024-03-31
Millennium Management LLC0.043%8,837.400%87,94486,9602024-06-30
Balyasny Asset Management LLC0.528%9.119%76,5966,4012023-06-30
Two Sigma Investments LLC0.426%197.591%75,60650,2002023-12-31
Amvescap Plc.0.037%-37.741%72,263-43,8062024-03-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.491%0.000%71,24971,2492023-06-30
PEAK6 INVESTMENTS LP0.582%375.748%65,83451,9962022-06-30
Renaissance Technologies Corp0.491%-77.542%63,600-219,6002022-12-31
Group One Trading, LP0.347%626.433%50,32043,3932023-06-30
Qvt Financial LP0.361%184.385%46,82430,3592022-12-31
GAM HOLDING LTD.0.274%11.413%45,7244,6842023-09-30
UBS Group AG0.023%9.819%44,6363,9912024-03-31
Nuveen Asset Management, LLC0.022%28.760%43,3079,6732024-03-31
Barclays PLC0.310%16.436%40,2035,6752022-12-31
Meitav Dash Investments Ltd0.272%0.000%39,48039,4802023-06-30
Exchange Traded Concepts, LLC0.265%19.922%30,0324,9892022-06-30
Advisor Group Holdings, Inc.0.211%-14.314%29,698-4,9612023-03-31
Capital Research Global Investors0.224%0.000%29,00402023-03-31
Wells Fargo & Co0.221%11.129%28,5992,8642023-03-31
Eaton Vance Management0.242%0.000%27,88502022-09-30

Mutual Fund Ownership

Capital Group Growth Fnd of Amer Comp is the biggest individual fund holder of MicroStrategy Incorporated (MSTR), owning a total of 8.2 million shares. Combined, the top 52 mutual fund holders of MSTR own 40.53% of the company with a total of 72.4 million shares.

In the latest ownership report on December 31st 2024, the top 52 fund holders increased their combined ownership of MSTR by 3.1 million shares. 7 funds bought 1,706,356 total additional shares and increased their ownership by an average of 12.88%. However 3 funds sold 4,812,101 total shares and decreased their ownership by an average of 30.63%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding MicroStrategy Incorporated decreased by a net total of -3,105,745 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
T-REX 2X Long MSTR Daily Target ETF3.100%0.000%7,619,98102024-12-31
American Funds Growth Fund of Amer A2.613%-22.060%6,422,689-1,817,8312024-12-31
Vanguard Total Stock Mkt Idx Inv2.420%8.308%5,947,994456,2522024-12-31
American Funds Fundamental Invs A1.655%-35.222%4,067,471-2,211,6112024-12-31
Invesco QQQ Trust1.510%1.068%3,710,89139,2042024-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.177%10.607%2,893,704277,5102024-12-31
Vanguard Mid Cap Index Institutional0.830%9.517%2,040,032177,2852024-12-31
Vanguard Growth Index Investor0.803%55.887%1,972,951707,3252024-12-31
American Funds IS® Growth 10.602%-34.599%1,479,411-782,6592024-12-31
Vanguard Information Technology ETF0.459%1.652%1,128,98318,3472024-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.407%3.142%999,16330,4332024-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Capital Group Growth Fnd of Amer Comp3.353%0.000%8,240,52002024-09-30
T-REX 2X Long MSTR Daily Target ETF3.100%0.000%7,619,98102024-12-31
American Funds Growth Fund of Amer A2.613%-22.060%6,422,689-1,817,8312024-12-31
Capital Group Fundamental Invtrs Comp2.555%2.701%6,279,082165,1322024-09-30
Vanguard Total Stock Mkt Idx Inv2.420%8.308%5,947,994456,2522024-12-31
American Funds Fundamental Invs A1.655%-35.222%4,067,471-2,211,6112024-12-31
Invesco QQQ Trust1.510%1.068%3,710,89139,2042024-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.177%10.607%2,893,704277,5102024-12-31
Capital Group Growth Composite0.920%0.000%2,262,07002024-09-30
Vanguard Small Cap Index0.897%0.589%2,203,59912,9002024-11-30
Vanguard Mid Cap Index Institutional0.830%9.517%2,040,032177,2852024-12-31
Vanguard Growth Index Investor0.803%55.887%1,972,951707,3252024-12-31
American Funds IS® Growth 10.602%-34.599%1,479,411-782,6592024-12-31
Morgan Stanley Growth0.463%35.391%1,136,793297,1532024-09-30
Morgan Stanley Growth SMA0.463%35.391%1,136,793297,1532024-09-30
Morgan Stanley Inst Growth I0.463%35.391%1,136,793297,1532024-09-30
Vanguard Information Technology ETF0.459%1.652%1,128,98318,3472024-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.407%3.142%999,16330,4332024-12-31
Vanguard Small Cap Growth Index Inv0.406%0.944%997,3649,3312024-11-30
MS INVF US Advantage I0.401%0.000%985,63002024-09-30
Fidelity Extended Market Index0.394%-0.112%968,240-1,0862024-11-30
MS INVF US Growth I0.338%-9.455%829,873-86,6612024-10-31
Schwab US Small-Cap ETF™0.385%0.000%748,18002024-08-31
Vanguard Mid-Cap Growth ETF0.304%0.264%616,6911,6212024-10-31
iShares Russell Mid-Cap ETF0.246%0.668%497,7473,3042024-10-31
Fidelity Mid Cap Index0.240%-1.937%485,822-9,5982024-08-31
Russell 1000 Index Fund0.238%-0.685%483,028-3,3302024-09-30
iShares Expanded Tech-Software Sect ETF0.235%-2.134%476,632-10,3952024-09-30
iShares Automation&Robotics ETF USD Acc0.218%0.000%442,10802024-09-30
Defiance Daily Target 1.75X Lng MSTR ETF0.214%44.384%415,093127,6002024-08-30
Capital Group Growth ETF0.190%3.558%384,52013,2122024-09-30
iShares Russell 1000 Value ETF0.180%0.252%350,3208802024-08-30
iShares Russell 2000 ETF1.923%0.767%341,0392,5962024-05-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.090%6.460%303,48318,4162023-03-31
iShares US Technology ETF0.139%-0.118%269,714-3182024-08-30
iShares MSCI USA Momentum Factor ETF0.138%66.789%268,078107,3492024-08-30
iShares Russell Mid-Cap Value ETF0.115%-0.241%223,504-5402024-08-30
iShares Core MSCI World ETF USD Acc0.099%0.231%192,1054422024-08-30
Amplify Transformational Data Shrg ETF0.093%0.000%179,66002024-08-29
Fidelity Canadian Growth Company Sr B0.859%-17.630%152,316-32,6002023-12-31
Vanguard Extended Market Index Investor1.074%0.314%151,2424742023-08-31
Fidelity Small Cap Index0.076%0.584%148,1698602024-05-31
Fidelity Global Innovators Cl F0.766%-21.150%135,813-36,4302023-12-31
iShares Russell 2000 Growth ETF0.708%0.000%125,56102024-05-30
Fidelity® Small Cap Index0.637%2.806%106,5012,9072023-10-31
American Funds IS® Asset Allocation 10.685%0.000%96,10002023-03-31
Fidelity® Small Cap Growth0.485%49.143%81,13426,7342023-10-31
Fidelity Small Cap Growth0.392%-3.848%69,467-2,7802024-02-29
Fidelity® Extended Market Index0.390%1.190%65,2327672023-11-30
Invesco CoinShares Global Blockchain ETF0.381%0.000%63,73302023-12-29
Fidelity Special Situations Series F0.394%0.000%61,60002023-09-30
Fidelity Global Innovators Cl P50.409%0.000%52,88952,8892022-12-31

Discussions

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glaglewd

$MSTR Bullish !!! Can’t wait for Monday!!

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MyToiletBroke

$MSTR Markets about as efficient as a retirement home

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Modok

$MSTR Green by EOD guarentee

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aussie713

$MSTR we need one good push to moon this.

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