13FBOX
MicroStrategy Inc · 13F Institutional Holdings
Options Calculator Rankings
September Rewards Event: invite 5 friends to register as members — no payment required — and get a 1-year PRO membership upgrade. So easy!

MicroStrategy Inc

MSTR
Institutions
35
Combined AUM (Q2 2026)
$728.8M
Combined Shares (Q2 2026)
757.6M
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)
+153.6M
19 institutions added · 8 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-161.4M
23 institutions reduced · 12 exits
Est. sell amount
⚖️ Net Share Change
-7.8M
Net Sell
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$728.8M
Institutions
35
New Buys
8
Adds
11
Reduces
11
Exits
12
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LINDEN ADVISORS LP
0.65%0.71%#5$126.1M131.3M$126.1M123.0M+8.2M+6.68%Add
Weiss Asset Management LP
1.23%0.91%#3$117.4M121.3M$53.6M52.4M+68.9M+131.42%Add
WHITEBOX ADVISORS LLC
1.41%1.41%#2$107.8M112.0M$114.2M112.0M00.00%Unchanged
WOLVERINE ASSET MANAGEMENT LLC
0.62%0.73%#6$70.7M73.6M$75.5M73.6M00.00%Unchanged
AQR Arbitrage LLC
0.56%0.34%#7$39.4M41.2M$20.4M19.9M+21.3M+106.75%Add
Calamos Advisors LLC
0.12%0.22%#11$36.5M37.5M$63.4M61.9M-24.4M-39.42%Reduce
Context Capital Management, LLC
0.68%1.02%#4$34.9M36.5M$44.1M43.0M-6.5M-15.12%Reduce
LAZARD ASSET MANAGEMENT LLC
0.04%<0.01%#13$31.4M32.8M$337,81933.0M-196,000-0.59%Reduce
STATE STREET CORP
<0.01%<0.01%#25$20.5M21.2M$17.3M16.8M+4.4M+25.82%Add
ADVENT CAPITAL MANAGEMENT /DE/
0.41%0.33%#8$18.4M19.2M$15.1M14.6M+4.6M+31.60%Add
Jump Financial, LLC
0.13%0.27%#10$16.7M17.5M$20.4M20.0M-2.5M-12.50%Reduce
BlackRock, Inc.
<0.01%<0.01%#28$15.5M16.2M$13.2M12.9M+3.3M+25.76%Add
FARALLON CAPITAL MANAGEMENT, L.L.C.
0.07%#12$14.2M15.0M$00+15.0MNew Buy
ARISTEIA CAPITAL, L.L.C.
0.15%0.25%#9$11.5M12.0M$12.3M12.0M00.00%Unchanged
D. E. Shaw & Co., Inc.
0.01%0.01%#18$11.2M11.6M$11.3M11.0M+600,000+5.45%Add
Point72 Asset Management, L.P.
0.01%0.02%#14$11.1M11.5M$16.9M16.5M-5.0M-30.30%Reduce
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
0.01%0.01%#17$8.4M8.8M$6.1M6.0M+2.8M+45.83%Add
Verition Fund Management LLC
0.01%#15$7.2M7.5M$00+7.5MNew Buy
Mirabaud Asset Management (France) SAS
3.21%#1$7.1M7.3M$00+7.3MNew Buy
MORGAN STANLEY
<0.01%<0.01%#27$5.7M5.9M$1.0M582,000+5.3M+918.21%Add
FRANKLIN RESOURCES INC
<0.01%<0.01%#24$3.9M4.1M$4.2M4.1M00.00%Unchanged
CAPSTONE INVESTMENT ADVISORS, LLC
<0.01%0.03%#19$3.8M4.0M$21.0M20.5M-16.5M-80.49%Reduce
Walleye Capital LLC
0.01%#16$2.4M2.5M$00+2.5MNew Buy
Universal- Beteiligungs- und Servicegesellschaft mbH
<0.01%<0.01%#20$2.2M2.3M$1.8M1.8M+500,000+27.86%Add
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#26$1.2M1.3M$6.5M6.4M-5.2M-80.47%Reduce
BALYASNY ASSET MANAGEMENT L.P.
<0.01%0.01%#21$964,9701.0M$7.2M7.0M-6.0M-85.71%Reduce
DEUTSCHE BANK AG\
<0.01%#30$552,077579,000$00+579,000New Buy
Zurcher Kantonalbank (Zurich Cantonalbank)
<0.01%<0.01%#23$479,375500,000$601,500600,000-100,000-16.67%Reduce
Bank of New York Mellon Corp
<0.01%#32$431,438450,000$00+450,000New Buy
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#33$370,912389,000$233,466229,000+160,000+69.87%Add
SG Americas Securities, LLC
<0.01%#31$250,000250,000$00+250,000New Buy
Russell Investments Group, Ltd.
<0.01%<0.01%#29$236,607243,000$250,366243,00000.00%Unchanged
Jefferies Financial Group Inc.
<0.01%0.01%#22$151,850157,000$895,804872,000-715,000-82.00%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#35$134,651141,000$1.6M1.6M-1.4M-90.91%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#34$17,16018,000$00+18,000New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow