MSTR

Microstrategy Inc-cl A

Latest period2024 - Q4Total superinvestors111

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 111 superinvestors own shares of Microstrategy Inc-cl A (MSTR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Microstrategy Inc-cl A (MSTR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Microstrategy Inc-cl A (MSTR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Microstrategy Inc-cl A (MSTR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
New Position
0.01%
$443,533
1,531 shares@ 289.71 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
New Position
0.04%
$434,430
1,500 shares@ 289.62 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
New Position
0.03%
$417,053
1,440 shares@ 289.63 avg price
Jessica Thayer@Unique Wealth, Llc
Recent Activity
New Position
0.08%
$355,943
1,229 shares@ 289.63 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
New Position
0.01%
$351,000
1,209 shares@ 290.33 avg price
John Phillips V@Red Door Wealth Management, Llc
Recent Activity
New Position
0.06%
$347,254
1,199 shares@ 289.62 avg price
Nicholas B. Yeomans@Yeomans Consulting Group, Inc.
Recent Activity
New Position
0.13%
$343,489
1,186 shares@ 289.62 avg price
Jennifer Milam@Mustard Seed Financial, Llc
Recent Activity
New Position
0.28%
$341,462
1,179 shares@ 289.63 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
New Position
0.06%
$329,008
1,136 shares@ 289.62 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
New Position
0.04%
$324,664
1,121 shares@ 289.62 avg price