MicroStrategy Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MSTR?
Owner Type	Number of Shares	Ownership Percentage
State or Government	70,630	0.0327%
Individual Insiders	20,078,258	9.29%
Institutions	95,105,668	44%
General Public	100,983,539	46.7%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 38.3%.

Top Shareholders

Top 25 shareholders own 44.38% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.25%	Michael Saylor	19,998,580	AR$7.4t	-0.1%	no data
8.51%	Capital Research and Management Company	18,409,129	AR$6.9t	1.65%	0.28%
8.07%	The Vanguard Group, Inc.	17,452,753	AR$6.5t	12.6%	0.08%
4.38%	BlackRock, Inc.	9,477,584	AR$3.5t	7.57%	0.05%
3.04%	Morgan Stanley Investment Management Inc.	6,578,214	AR$2.4t	28.8%	1.68%
1.54%	State Street Global Advisors, Inc.	3,322,631	AR$1.2t	7.01%	0.04%
1.28%	Susquehanna International Group, LLP, Asset Management Arm	2,776,199	AR$1.0t	-27.6%	1.49%
1.28%	Geode Capital Management, LLC	2,766,283	AR$1.0t	9.06%	0.06%
1.27%	Morgan Stanley, Investment Banking and Brokerage Investments	2,752,466	AR$1.0t	10.9%	0.1%
0.73%	Norges Bank Investment Management	1,578,900	AR$587.8b	0%	0.04%
0.6%	Clear Street Derivatives Llc, Asset Management arm	1,307,134	AR$486.6b	0%	6.35%
0.5%	UBS Asset Management AG	1,072,327	AR$399.2b	9.34%	0.03%
0.49%	Jane Street Group, LLC, Asset Management Arm	1,055,191	AR$392.8b	-65%	0.55%
0.44%	Legal & General Investment Management Limited	945,131	AR$351.9b	88.1%	0.06%
0.4%	Northern Trust Global Investments	865,188	AR$322.1b	-38.9%	0.04%
0.31%	Charles Schwab Investment Management, Inc.	664,261	AR$247.3b	-31.3%	0.04%
0.31%	Goldman Sachs Group, Investment Banking and Securities Investments	662,275	AR$246.6b	-43.3%	0.1%
0.3%	IMC Trading B.V., Asset Management Arm	652,603	AR$243.0b	-15.3%	5.2%
0.28%	Bank of America Corporation, Asset Management Arm	606,824	AR$225.9b	451%	0.06%
0.27%	BNY Asset Management	575,818	AR$214.4b	3.87%	0.04%
0.24%	LPL Financial Corporation, Asset Management Arm	528,132	AR$196.6b	6.57%	0.08%
0.24%	JPMorgan Chase & Co, Brokerage and Securities Investments	526,652	AR$196.1b	32%	0.08%
0.22%	HSBC Global Asset Management (UK) Limited	471,595	AR$175.6b	400%	0.06%
0.22%	Swiss National Bank, Asset Management Arm	468,200	AR$174.3b	0.47%	0.09%
0.21%	Tidal Investments LLC	443,726	AR$165.2b	58.5%	1.48%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 11:57
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

MicroStrategy Incorporated is covered by 29 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ishan Majumdar	Baptista Research
Ramsey El-Assal	Barclays
Mark Palmer	Benchmark Company