13FBOX
MicroStrategy Inc · 13F Institutional Holdings
Options Calculator Rankings
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MicroStrategy Inc

MSTR
Institutions
48
Combined AUM (Q2 2026)
$1.27B
Combined Shares (Q2 2026)
1.47B
Overall Trend
Decrease
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+102.6M
19 institutions added · 7 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-1.50B
43 institutions reduced · 24 exits
Est. sell amount
⚖️ Net Share Change
-1.40B
Net Sell
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.27B
Institutions
48
New Buys
7
Adds
12
Reduces
19
Exits
24
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VOYA INVESTMENT MANAGEMENT LLC
0.27%0.32%#8$309.2M357.7M$309.8M372.2M-14.5M-3.90%Reduce
ARISTEIA CAPITAL, L.L.C.
3.77%5.53%#1$290.0M335.5M$266.6M320.2M+15.3M+4.77%Add
Context Capital Management, LLC
1.94%4.57%#2$100.0M115.7M$197.9M237.7M-122.0M-51.32%Reduce
FARALLON CAPITAL MANAGEMENT, L.L.C.
0.35%0.19%#7$75.4M87.9M$32.9M39.5M+48.4M+122.43%Add
MARSHALL WACE, LLP
0.05%0.07%#15$67.5M78.0M$72.9M87.0M-9.0M-10.34%Reduce
Calamos Advisors LLC
0.17%0.3%#10$51.8M59.9M$83.4M99.5M-39.7M-39.85%Reduce
FMR LLC
<0.01%<0.01%#32$48.7M56.5M$40.1M48.3M+8.1M+16.78%Add
Capital World Investors
0.01%0.01%#27$43.5M50.3M$41.9M50.3M00.00%Unchanged
STATE STREET CORP
<0.01%<0.01%#37$31.9M37.1M$53.0M63.3M-26.2M-41.39%Reduce
BlackRock, Inc.
<0.01%<0.01%#40$25.3M29.4M$40.6M48.9M-19.5M-39.88%Reduce
Fort Baker Capital Management LP
1.7%1.51%#3$23.3M26.9M$19.2M22.9M+4.0M+17.47%Add
D. E. Shaw & Co., Inc.
0.01%0.16%#22$22.0M25.5M$265.0M316.5M-291.0M-91.95%Reduce
First Eagle Investment Management, LLC
0.03%0.03%#17$17.2M20.0M$16.6M20.0M00.00%Unchanged
MILLENNIUM MANAGEMENT LLC
0.01%0.01%#26$15.8M18.3M$25.4M30.4M-12.1M-39.73%Reduce
HIGHBRIDGE CAPITAL MANAGEMENT LLC
0.37%0.4%#6$15.1M17.5M$12.5M15.0M+2.5M+16.67%Add
LINDEN ADVISORS LP
0.07%1.37%#11$13.9M16.1M$244.7M293.1M-277.0M-94.50%Reduce
Parallax Volatility Advisers, L.P.
0.02%0.03%#18$13.1M15.3M$9.9M11.5M+3.8M+32.61%Add
Capital International Investors
<0.01%<0.01%#31$12.6M14.6M$12.2M14.6M00.00%Unchanged
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#39$9.1M10.6M$7.0M8.4M+2.2M+26.15%Add
Jump Financial, LLC
0.07%#12$8.6M10.0M$00+10.0MNew Buy
BANK OF MONTREAL /CAN/
<0.01%<0.01%#30$8.2M9.5M$8.0M9.5M00.00%Unchanged
CAPSTONE INVESTMENT ADVISORS, LLC
0.01%0.01%#24$7.3M8.5M$7.1M8.5M00.00%Unchanged
LORD, ABBETT & CO. LLC
0.02%0.03%#20$7.0M8.2M$8.3M10.0M-1.8M-18.40%Reduce
SHENKMAN CAPITAL MANAGEMENT INC
0.9%3.16%#4$6.5M7.5M$26.3M31.6M-24.0M-76.09%Reduce
LAZARD ASSET MANAGEMENT LLC
0.01%<0.01%#23$5.9M6.9M$57,0766.9M00.00%Unchanged
Sculptor Capital LP
0.04%0.2%#16$4.9M5.7M$18.9M22.5M-16.9M-74.89%Reduce
OAKTREE CAPITAL MANAGEMENT LP
0.07%0.15%#13$4.7M5.5M$10.1M12.1M-6.6M-54.88%Reduce
CITIGROUP INC
<0.01%<0.01%#34$4.7M5.4M$4.3M5.2M+201,000+3.86%Add
WHITEBOX ADVISORS LLC
0.06%0.88%#14$4.4M5.1M$71.8M86.1M-81.0M-94.13%Reduce
STATE OF WISCONSIN INVESTMENT BOARD
0.01%0.01%#25$3.4M4.0M$2.5M3.0M+1.0M+33.33%Add
Point72 Asset Management, L.P.
<0.01%0.09%#29$2.6M3.0M$73.2M87.5M-84.5M-96.57%Reduce
Russell Investments Group, Ltd.
<0.01%<0.01%#33$2.2M2.6M$4.6M5.5M-2.9M-52.95%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#42$2.0M2.3M$1.0M1.2M+1.0M+83.68%Add
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
<0.01%<0.01%#35$1.9M2.3M$1.9M2.3M00.00%Unchanged
MORGAN STANLEY
<0.01%#44$1.8M2.1M$00+2.1MNew Buy
ParaFi Capital LP
0.5%#5$1.7M2.0M$00+2.0MNew Buy
BALYASNY ASSET MANAGEMENT L.P.
<0.01%0.01%#36$864,7251.0M$5.0M6.0M-5.0M-83.33%Reduce
Man Investment Partners (US) LP
0.24%0.99%#9$857,8241.0M$832,3381.0M00.00%Unchanged
ADVENT CAPITAL MANAGEMENT /DE/
0.02%#21$695,762805,000$00+805,000New Buy
BARCLAYS PLC
<0.01%<0.01%#43$568,532659,000$150,192180,000+479,000+266.11%Add
Verition Fund Management LLC
<0.01%0.14%#38$475,365550,000$43.1M51.8M-51.3M-98.94%Reduce
AMERIPRISE FINANCIAL INC
<0.01%#45$443,827515,000$00+515,000New Buy
Axxion S.A.
0.02%#19$297,397300,000$00+300,000New Buy
AQR Arbitrage LLC
<0.01%0.85%#28$272,255315,000$52.0M62.5M-62.2M-99.50%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#46$258,816300,000$249,831300,00000.00%Unchanged
FRANKLIN RESOURCES INC
<0.01%<0.01%#47$195,332226,000$188,145226,00000.00%Unchanged
SCOTIA CAPITAL INC.
<0.01%0.02%#41$57,53666,635$5.5M66,093+542+0.82%Add
MACKENZIE FINANCIAL CORP
<0.01%#48$8,61210,000$00+10,000New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow