MSTR Stock Ownership Breakdown

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own MSTR shares is 1035, representing 42.75% of the company's common stock.

JEFFERIES FINANCIAL GROUP INC., in the last quarter, reduced its stake in MSTR by -64.48% restricting it's holding to 20 thousand shares of worth nearly $34.09M. CAPSTONE INVESTMENT ADVISORS, LLC also lessened -9.5% of the MSTR shares from its portfolio, reducing its holding to 20 thousand shares of worth $34.09M. HORIZON KINETICS ASSET MANAGEMENT LLC also shunned MSTR shares holding by -4.9% last quarter which brought its holding to 18.97 thousand shares worth $32.33M.

As per its latest 13F filing, MORGAN STANLEY increased its stake in MSTR by 60.08% in the last quarter. The institutional holder raised its holding to 964.36 thousand shares having worth more than $1.64B. SG AMERICAS SECURITIES, LLC also added 166.48% more shares of MSTR to its portfolio, raising its holding to 23.37 thousand shares of worth $39.83M. ADVISOR GROUP HOLDINGS, INC. also increased its MSTR shares holding by 5.73% which brought its holding to 22.93 thousand shares worth $39.08M.

The insider with the most stakes in MSTR is Le Phong , President & CEO at the company. Additionally, MSTR stock is highly held by SEVP & CFO Kang Andrew and SEVP & General Counsel Shao Wei-Ming among others.

Company executives, directors, and other insiders own 0.19% percent of MicroStrategy Incorporated's stock. Within the last six months, there have been 16 transaction(s) in which MSTR insiders have sold stock, totaling 62.93K shares. Insiders that have sold shares include GRAHAM STEPHEN X, MONTGOMERY JEANINE, and SHAO WEI-MING.

There have been 0 transaction(s) during the past 6-months in which MicroStrategy Incorporated insiders have bought stock, totalling 0 shares

Around 127.33K MicroStrategy Incorporated shares are held by insiders, which represents about 0.19% of MSTR stock.

MSTR President & CEO, Le Phong holds the largest portfolio of the company's shares. MSTR shares owned by Le total nearly 13.92 thousand.

MORGAN STANLEY is the largest institutional owner in MSTR which holds 964.36 thousand shares worth $1.64B or 7.05% of the total MSTR shares outstanding followed by SG AMERICAS SECURITIES, LLC with ownership of 23.37 thousand shares representing 0.17% of the MSTR ownership. ADVISOR GROUP HOLDINGS, INC. is the third largest stakeholder with 22.93 thousand shares or 0.17% of the ownership worth more than $39.08M.

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the MSTR is concerned, it is a stock which is optionable.

Number of MSTR shares short is 24.47M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

As of today, 238.54M shares of MSTR are outstanding.

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, MSTR has 182.48M shares in float.

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for MSTR is 1.1.