MicroStrategy Incorporated (MSTR) Ownership

186.01 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of MicroStrategy Incorporated (MSTR), owning a total of 18.5 million shares. Combined, the top 75 institutional holders of MSTR own 53.08% of the company with a total of 126.2 million shares.

In the latest ownership report on June 30th 2025, the top 75 institutional holders increased their combined ownership of MSTR by 14.5 million shares. 16 institutions bought 18,040,002 total additional shares and increased their ownership by an average of 97.97%. However 5 institutions sold 3,585,799 total shares and decreased their ownership by an average of 11.27%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of MicroStrategy Incorporated increased by a net total of 14,454,203 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	6.599%	-9.944%	18,539,756	-2,047,255	2025-06-30
Capital Research & Mgmt Co - Division 3	5.208%	-0.332%	14,631,088	-48,695	2025-06-30
BlackRock Inc	5.051%	-1.589%	14,189,688	-229,118	2025-06-30
Morgan Stanley - Brokerage Accounts	3.273%	19.669%	9,195,257	1,511,317	2025-06-30
CLEAR STREET LLC.	2.126%	0.000%	5,971,971	5,971,971	2025-06-30
State Street Corp	1.952%	9.927%	5,484,569	495,278	2025-06-30
Geode Capital Management, LLC	1.253%	-14.851%	3,521,664	-614,225	2025-06-30
JPMorgan Chase & Co	1.121%	180.104%	3,148,136	2,024,218	2025-06-30
Capital Research Global Investors	1.120%	14.817%	3,147,454	406,180	2025-06-30
NORGES BANK	1.059%	64.503%	2,976,182	1,166,981	2025-06-30
Weiss Asset Management LP	0.786%	81.623%	2,208,879	992,689	2025-06-30
FMR Inc	0.734%	266.519%	2,062,357	1,499,669	2025-06-30
Amundi	0.635%	378.944%	1,783,982	1,411,500	2025-06-30
T. Rowe Price Associates, Inc.	0.570%	412.838%	1,600,116	1,288,104	2025-06-30
UBS Group AG	0.546%	-29.640%	1,534,683	-646,506	2025-06-30
Northern Trust Corp	0.530%	6.851%	1,488,075	95,409	2025-06-30
Amvescap Plc.	0.498%	14.023%	1,398,098	171,940	2025-06-30
UBS Asset Mgmt Americas Inc	0.476%	27.786%	1,336,029	290,512	2025-06-30
Hudson Bay Capital Management LP	0.424%	65.239%	1,191,358	470,366	2025-06-30
Legal & General Group PLC	0.416%	19.089%	1,168,437	187,291	2025-06-30
Charles Schwab Investment Management Inc	0.376%	5.600%	1,066,971	56,577	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	6.599%	-9.944%	18,539,756	-2,047,255	2025-06-30
Capital Research & Mgmt Co - Division 3	5.208%	-0.332%	14,631,088	-48,695	2025-06-30
BlackRock Inc	5.051%	-1.589%	14,189,688	-229,118	2025-06-30
Morgan Stanley - Brokerage Accounts	3.273%	19.669%	9,195,257	1,511,317	2025-06-30
CLEAR STREET LLC.	2.126%	0.000%	5,971,971	5,971,971	2025-06-30
State Street Corp	1.952%	9.927%	5,484,569	495,278	2025-06-30
Clear Street Derivatives LLC	1.881%	29.819%	5,283,815	1,213,678	2025-03-31
Geode Capital Management, LLC	1.253%	-14.851%	3,521,664	-614,225	2025-06-30
JPMorgan Chase & Co	1.121%	180.104%	3,148,136	2,024,218	2025-06-30
Capital Research Global Investors	1.120%	14.817%	3,147,454	406,180	2025-06-30
NORGES BANK	1.059%	64.503%	2,976,182	1,166,981	2025-06-30
Bank of Montreal	0.998%	4,817.240%	2,729,607	2,674,096	2024-12-31
BMO Capital Markets Corp.	0.998%	4,817.240%	2,729,607	2,674,096	2024-12-31
Weiss Asset Management LP	0.786%	81.623%	2,208,879	992,689	2025-06-30
FMR Inc	0.734%	266.519%	2,062,357	1,499,669	2025-06-30
Amundi	0.635%	378.944%	1,783,982	1,411,500	2025-06-30
T. Rowe Price Associates, Inc.	0.570%	412.838%	1,600,116	1,288,104	2025-06-30
Citadel Advisors Llc	0.550%	522.078%	1,559,755	1,309,022	2025-03-31
Jane Street Group LLC	0.569%	47.476%	1,556,156	500,965	2024-12-31
UBS Group AG	0.546%	-29.640%	1,534,683	-646,506	2025-06-30
Northern Trust Corp	0.530%	6.851%	1,488,075	95,409	2025-06-30
Amvescap Plc.	0.498%	14.023%	1,398,098	171,940	2025-06-30
Goldman Sachs Group Inc	0.504%	85.137%	1,378,294	633,823	2025-03-31
UBS Asset Mgmt Americas Inc	0.476%	27.786%	1,336,029	290,512	2025-06-30
Capula Management Ltd	0.463%	372.727%	1,300,000	1,025,000	2025-03-31
Hudson Bay Capital Management LP	0.424%	65.239%	1,191,358	470,366	2025-06-30
Legal & General Group PLC	0.416%	19.089%	1,168,437	187,291	2025-06-30
Charles Schwab Investment Management Inc	0.376%	5.600%	1,066,971	56,577	2025-06-30
Susquehanna International Group, LLP	0.386%	-61.719%	1,054,513	-1,700,146	2024-12-31
Bank of New York Mellon Corp	0.326%	32.078%	911,782	221,446	2025-03-31
BNP Paribas Arbitrage, SA	0.263%	146.776%	664,374	395,153	2024-12-31
IMC-Chicago, LLC	0.266%	-15.295%	652,603	-117,837	2024-09-30
Capital World Investors	0.257%	-9.622%	648,348	-69,023	2024-12-31
LPL Financial Corp	0.209%	6.566%	528,132	32,542	2024-09-30
HSBC Holdings PLC	0.187%	399.730%	471,595	377,225	2024-09-30
Swiss National Bank	0.203%	0.472%	468,200	2,200	2024-09-30
Tidal Investments LLC.	0.219%	58.468%	443,726	163,716	2024-09-30
SG Americas Securities, LLC	0.155%	49.059%	411,406	135,403	2024-12-31
Bank of America Corp	0.142%	-14.080%	402,469	-65,953	2025-03-31
Nuveen Asset Management, LLC	0.142%	-0.090%	399,119	-361	2024-12-31
Wells Fargo & Co	0.130%	35.859%	367,212	96,923	2025-03-31
Citigroup Inc	0.178%	-1.329%	361,276	-4,864	2024-09-30
Sumitomo Mitsui Trust Group Inc	0.169%	17.695%	343,164	51,594	2024-09-30
State Street Corporation	0.172%	22.887%	334,627	62,322	2024-03-31
Natixis SA	0.159%	21.766%	322,608	57,668	2024-09-30
JANE STREET GROUP, LLC	0.155%	430.737%	301,676	244,835	2024-06-30
California Public Employees Retrmnt Sys	0.136%	-0.561%	274,879	-1,551	2024-09-30
National Pension Service, Inc.	0.121%	0.000%	245,000	0	2024-09-30
International Assets Investment Management, LLC	0.118%	22,406.500%	238,569	237,509	2024-09-30
Yong Rong (HK) Asset Management Ltd	0.104%	0.000%	210,900	210,900	2024-09-30
Strong Tower Advisory Services	0.079%	9.001%	160,668	13,268	2024-09-30
Eulav Asset Management	0.068%	6.977%	138,000	9,000	2024-09-30
Two Sigma Advisers, LLC	1.127%	54.881%	130,100	46,100	2022-09-30
Foundations Investment Advisors, LLC	0.060%	1.519%	120,970	1,810	2024-09-30
ShariaPortfolio, Inc.	0.058%	22.124%	116,873	21,173	2024-09-30
TB Alternative Assets Ltd.	0.053%	158.609%	106,935	65,585	2024-09-30
Wolverine Trading LLC	0.052%	2,293.660%	105,345	100,944	2024-06-30
Shaolin Capital Management LLC	0.546%	-7.416%	96,750	-7,750	2023-12-31
Toroso Investments LLC	0.556%	34.404%	94,280	24,133	2023-12-31
Compass Ion Advisors, LLC	0.045%	-0.148%	91,385	-135	2024-09-30
Antara Capital LP	0.685%	0.000%	88,800	88,800	2022-12-31
Millennium Management LLC	0.043%	8,837.400%	87,944	86,960	2024-06-30
Balyasny Asset Management LLC	0.528%	9.119%	76,596	6,401	2023-06-30
Two Sigma Investments LLC	0.426%	197.591%	75,606	50,200	2023-12-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.491%	0.000%	71,249	71,249	2023-06-30
PEAK6 INVESTMENTS LP	0.582%	375.748%	65,834	51,996	2022-06-30
Renaissance Technologies Corp	0.491%	-77.542%	63,600	-219,600	2022-12-31
Group One Trading, LP	0.347%	626.433%	50,320	43,393	2023-06-30
Qvt Financial LP	0.361%	184.385%	46,824	30,359	2022-12-31
GAM HOLDING LTD.	0.274%	11.413%	45,724	4,684	2023-09-30
Barclays PLC	0.310%	16.436%	40,203	5,675	2022-12-31
Meitav Dash Investments Ltd	0.272%	0.000%	39,480	39,480	2023-06-30
Exchange Traded Concepts, LLC	0.265%	19.922%	30,032	4,989	2022-06-30
Advisor Group Holdings, Inc.	0.211%	-14.314%	29,698	-4,961	2023-03-31
Eaton Vance Management	0.242%	0.000%	27,885	0	2022-09-30

Mutual Fund Ownership

American Funds Growth Fund of Amer A is the biggest individual fund holder of MicroStrategy Incorporated (MSTR), owning a total of 10.3 million shares. Combined, the top 59 mutual fund holders of MSTR own 44.03% of the company with a total of 91.4 million shares.

In the latest ownership report on August 31st 2025, the top 59 fund holders increased their combined ownership of MSTR by 281 thousand shares. 1 funds bought 291,980 total additional shares and increased their ownership by an average of 39.64%. However 1 funds sold 10,491 total shares and decreased their ownership by an average of 1.34%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding MicroStrategy Incorporated increased by a net total of 281,489 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Harvest MicroStrategy Enh H Inc ETF A	0.366%	39.636%	1,028,634	291,980	2025-08-31
iShares Expanded Tech-Software Sect ETF	0.288%	0.000%	808,957	0	2025-08-31
Russell 1000 Index Fund	0.274%	-1.345%	769,570	-10,491	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds Growth Fund of Amer A	3.680%	5.575%	10,338,106	545,904	2025-06-30
Capital Group Growth Fnd of Amer Comp	3.680%	5.575%	10,338,106	545,904	2025-06-30
Vanguard Total Stock Mkt Idx Inv	2.839%	-2.262%	7,974,972	-184,576	2025-07-31
T-REX 2X Long MSTR Daily Target ETF	2.177%	-2.838%	6,116,681	-178,635	2025-08-29
Vanguard US Total Market Shares ETF	2.126%	10.934%	5,536,025	545,658	2024-09-30
Invesco QQQ Trust	1.862%	0.699%	5,230,414	36,312	2025-08-29
American Funds Fundamental Invs A	1.515%	0.000%	4,255,592	0	2025-06-30
Capital Group Fundamental Invtrs Comp	1.515%	0.000%	4,255,592	0	2025-06-30
Vanguard Growth Index Investor	0.972%	0.365%	2,730,378	9,934	2025-07-31
Vanguard Institutional Extnd Mkt Idx Tr	0.970%	-30.302%	2,726,359	-1,185,294	2025-07-31
Vanguard Mid Cap Index Institutional	0.940%	0.951%	2,641,163	24,868	2025-05-31
Vanguard Small Cap Index	0.897%	0.589%	2,203,599	12,900	2024-11-30
American Funds IS® Growth 1	0.537%	1.923%	1,507,861	28,450	2025-06-30
Capital Group Growth Composite	0.537%	1.923%	1,507,861	28,450	2025-06-30
Vanguard Information Technology ETF	0.528%	1.124%	1,484,106	16,496	2025-07-31
State St Russell Sm/Mid Cp® Indx SL Cl I	0.502%	2.539%	1,409,403	34,900	2025-07-31
Fidelity Extended Market Index	0.487%	0.689%	1,367,348	9,361	2025-07-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.488%	1.347%	1,334,703	17,740	2025-04-30
Harvest MicroStrategy Enh H Inc ETF A	0.366%	39.636%	1,028,634	291,980	2025-08-31
Vanguard Small Cap Growth Index Inv	0.406%	0.944%	997,364	9,331	2024-11-30
MS INVF US Advantage I	0.391%	0.000%	985,630	0	2024-09-30
Vanguard Mid-Cap Growth ETF	0.333%	0.264%	934,410	2,457	2025-05-31
Invesco NASDAQ 100 ETF	0.299%	0.016%	839,679	136	2025-08-29
T. Rowe Price Science & Tech	0.291%	2.191%	816,400	17,500	2025-06-30
iShares Expanded Tech-Software Sect ETF	0.288%	0.000%	808,957	0	2025-08-31
iShares Russell Mid-Cap ETF	0.285%	0.000%	796,576	0	2025-05-31
Fidelity Mid Cap Index	0.282%	1.846%	792,368	14,361	2025-05-31
Blackrock Russ 1000 Eq Idx Composite	0.278%	3.435%	780,681	25,926	2025-06-30
Russell 1000 Index Fund	0.274%	-1.345%	769,570	-10,491	2025-08-31
Schwab US Small-Cap ETF™	0.385%	0.000%	748,180	0	2024-08-31
Morgan Stanley Inst Growth I	0.255%	119.328%	724,196	394,008	2025-03-31
Morgan Stanley Growth	0.255%	-1.252%	715,132	-9,064	2025-06-30
Morgan Stanley Growth SMA	0.255%	-1.252%	715,132	-9,064	2025-06-30
American Funds New Perspective A	0.255%	279.968%	678,607	500,011	2025-03-31
MS INVF US Growth I	0.232%	26.528%	604,251	126,687	2025-02-28
iShares Automation&Robotics ETF USD Acc	0.218%	0.000%	442,108	0	2024-09-30
Defiance Daily Target 1.75X Lng MSTR ETF	0.214%	44.384%	415,093	127,600	2024-08-30
Capital Group Growth ETF	0.190%	3.558%	384,520	13,212	2024-09-30
iShares Russell 1000 Value ETF	0.180%	0.252%	350,320	880	2024-08-30
iShares Russell 2000 ETF	1.923%	0.767%	341,039	2,596	2024-05-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.090%	6.460%	303,483	18,416	2023-03-31
iShares US Technology ETF	0.139%	-0.118%	269,714	-318	2024-08-30
iShares MSCI USA Momentum Factor ETF	0.138%	66.789%	268,078	107,349	2024-08-30
iShares Russell Mid-Cap Value ETF	0.115%	-0.241%	223,504	-540	2024-08-30
iShares Core MSCI World ETF USD Acc	0.099%	0.231%	192,105	442	2024-08-30
Amplify Transformational Data Shrg ETF	0.093%	0.000%	179,660	0	2024-08-29
Fidelity Canadian Growth Company Sr B	0.859%	-17.630%	152,316	-32,600	2023-12-31
Vanguard Extended Market Index Investor	1.074%	0.314%	151,242	474	2023-08-31
Fidelity Small Cap Index	0.076%	0.584%	148,169	860	2024-05-31
Fidelity Global Innovators Cl F	0.766%	-21.150%	135,813	-36,430	2023-12-31
iShares Russell 2000 Growth ETF	0.708%	0.000%	125,561	0	2024-05-30
Fidelity® Small Cap Index	0.637%	2.806%	106,501	2,907	2023-10-31
American Funds IS® Asset Allocation 1	0.685%	0.000%	96,100	0	2023-03-31
Fidelity® Small Cap Growth	0.485%	49.143%	81,134	26,734	2023-10-31
Fidelity Small Cap Growth	0.392%	-3.848%	69,467	-2,780	2024-02-29
Fidelity® Extended Market Index	0.390%	1.190%	65,232	767	2023-11-30
Invesco CoinShares Global Blockchain ETF	0.381%	0.000%	63,733	0	2023-12-29
Fidelity Special Situations Series F	0.394%	0.000%	61,600	0	2023-09-30
Fidelity Global Innovators Cl P5	0.409%	0.000%	52,889	52,889	2022-12-31