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Strategy (MSTR) Institutional Ownership

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$358.13 +20.55 (+6.09%)
Closing price 08/22/2025 04:00 PM Eastern
Extended Trading
$358.99 +0.86 (+0.24%)
As of 08/22/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Strategy (NASDAQ:MSTR)

Current
Institutional Ownership
Percentage
59.84%
Number of
Institutional Buyers
(last 12 months)
882
Total
Institutional Inflows
(last 12 months)
$7.39B
Number of
Institutional Sellers
(last 12 months)
266
Total
Institutional Outflows
(last 12 months)
$9.20B
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MSTR Institutional Buying and Selling by Quarter

Strategy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2025 TT Capital Management LLC2,232$902K0.3%N/A0.001%
8/20/2025 Kentucky Retirement Systems14,807$5.99M0.2%-6.1%0.005%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund6,285$2.54M0.2%-6.5%0.002%
8/19/2025 B. Riley Wealth Advisors Inc.4,915$1.99M0.1%N/A0.002%
8/19/2025 Newbridge Financial Services Group Inc.773$312K0.1%-88.0%0.000%
8/19/2025 MRP Capital Investments LLC1,150$465K0.3%+15.0%0.000%
8/19/2025 Advisory Services Network LLC26,260$10.55M0.2%+244.6%0.010%
8/19/2025 Pitcairn Co.636$257K0.0%N/A0.000%
8/18/2025 Tactive Advisors LLC1,448$585K0.2%N/A0.001%
8/18/2025 Geneos Wealth Management Inc.8,501$3.44M0.1%+60.6%0.003%
8/18/2025 Westwood Holdings Group Inc.749$303K0.0%N/A0.000%
8/18/2025 Johns Hopkins University8,400$3.40M0.2%N/A0.003%
8/18/2025 Wellington Capital Management Inc.1,200$485K0.7%N/A0.000%
8/18/2025 Second Line Capital LLC510$206K0.0%N/A0.000%
8/16/2025 Evergreen Capital Management LLC2,289$925K0.0%+16.4%0.001%
8/15/2025 CANADA LIFE ASSURANCE Co96,889$39.21M0.1%+10.5%0.035%
8/15/2025 Tower Research Capital LLC TRC 22,609$9.14M0.2%-46.6%0.008%
8/15/2025 Binnacle Investments Inc83$34K0.0%+492.9%0.000%
8/15/2025 Rakuten Securities Inc.27,745$11.22M4.3%+3.7%0.010%
8/15/2025 Corient Private Wealth LLC78,183$31.60M0.0%+1.6%0.029%
8/15/2025 Equitable Holdings Inc.11,186$4.52M0.0%-11.5%0.004%
8/15/2025 Ewing Morris & Co. Investment Partners Ltd.9,426$3.81M1.7%+26.7%0.003%
8/15/2025 Florida Financial Advisors LLC1,887$763K0.3%+8.4%0.001%
8/15/2025 E Fund Management Co. Ltd.5,949$2.41M0.1%-1.8%0.002%
8/15/2025 Captrust Financial Advisors9,904$4.00M0.0%+26.2%0.004%
8/15/2025 Keel Point LLC584$236K0.0%N/A0.000%
8/15/2025 Vident Advisory LLC97,723$39.50M0.4%+760.1%0.036%
8/15/2025 Visionary Wealth Advisors9,518$3.85M0.2%-1.1%0.003%
8/15/2025 Voleon Capital Management LP1,906$770K0.0%N/A0.001%
8/15/2025 Two Sigma Securities LLC2,084$842K0.1%+48.6%0.001%
8/15/2025 Smartleaf Asset Management LLC583$224K0.0%-16.2%0.000%
8/15/2025 Snowden Capital Advisors LLC1,346$544K0.0%+9.3%0.000%
8/15/2025 Royal London Asset Management Ltd.113,451$45.86M0.1%+3.1%0.041%
8/15/2025 Rafferty Asset Management LLC32,349$13.08M0.0%-24.7%0.012%
8/15/2025 Riggs Asset Managment Co. Inc.351$142K0.0%+475.4%0.000%
8/15/2025 Oxford Financial Group LTD. LLC1,037$419K0.0%N/A0.000%
8/15/2025 Orion Porfolio Solutions LLC23,494$9.50M0.1%+5.2%0.009%
8/15/2025 MML Investors Services LLC48,710$19.69M0.1%+11.2%0.018%
8/15/2025 McIlrath & Eck LLC1,246$504K0.1%+3.8%0.000%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.598$242K0.0%-80.8%0.000%
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8/15/2025 Modern Wealth Management LLC634$256K0.0%N/A0.000%
8/15/2025 Lazard Asset Management LLC6,567$2.65M0.0%-8.3%0.002%
8/15/2025 ICONIQ Capital LLC990$400K0.0%+18.1%0.000%
8/15/2025 IHT Wealth Management LLC28,748$11.62M0.3%-9.1%0.011%
8/15/2025 III Capital Management590$238K0.0%N/A0.000%
8/15/2025 Great Valley Advisor Group Inc.2,120$857K0.0%+9.4%0.001%
8/15/2025 EP Wealth Advisors LLC3,742$1.51M0.0%+4.4%0.001%
8/15/2025 Engineers Gate Manager LP5,000$2.02M0.0%N/A0.002%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S55,401$22.40M0.2%+436.6%0.020%
8/15/2025 BLKBRD Asset Management LP159,261$64.38M36.3%+60.9%0.058%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp38,942$15.74M0.1%-10.2%0.014%
8/15/2025 Banque Transatlantique SA8,287$3.32M0.1%+345.8%0.003%
8/15/2025 Brevan Howard Capital Management LP75,116$30.36M0.2%N/A0.027%
8/15/2025 AQR Capital Management LLC22,569$8.83M0.0%+63.0%0.008%
8/14/2025 CTC Alternative Strategies Ltd.11,749$4.75M4.2%+28.8%0.004%
8/14/2025 Vienna Asset Management LLC2,757$1.11M0.8%-42.4%0.001%
8/14/2025 Clough Capital Partners L P3,117$1.26M0.1%N/A0.001%
8/14/2025 Ausdal Financial Partners Inc.2,667$1.08M0.1%+47.6%0.001%
8/14/2025 California State Teachers Retirement System387,910$156.81M0.2%+15.1%0.142%
8/14/2025 Raymond James Financial Inc.99,897$40.38M0.0%+10.0%0.037%
8/14/2025 Darwin Wealth Management LLC190$77K0.0%N/A0.000%
8/14/2025 AllSquare Wealth Management LLC100$40K0.0%+100.0%0.000%
8/14/2025 Quantinno Capital Management LP17,767$7.18M0.0%+74.3%0.006%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.155,360$62.78M0.1%-2.6%0.057%
8/14/2025 Diversify Wealth Management LLC2,468$973K0.1%-44.3%0.001%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main204,564$82.69M0.1%+170.6%0.075%
8/14/2025 Diversify Advisory Services LLC760$300K0.0%N/A0.000%
8/14/2025 Alliancebernstein L.P.82,308$33.27M0.0%-16.9%0.030%
8/14/2025 Objective Capital Management LLC557$225K0.3%N/A0.000%
8/14/2025 Peapack Gladstone Financial Corp3,055$1.24M0.0%+22.0%0.001%
8/14/2025 Wealth Preservation Advisors LLC911$368K0.2%-30.0%0.000%
8/14/2025 FWL Investment Management LLC1,587$642K0.2%N/A0.001%
8/14/2025 Treasurer of the State of North Carolina129,344$52.29M0.2%+19.8%0.047%
8/14/2025 The Manufacturers Life Insurance Company 19,215$7.77M0.0%+59.4%0.007%
8/14/2025 CIBC Asset Management Inc53,501$21.63M0.1%+4.4%0.020%
8/14/2025 Sei Investments Co.39,905$16.13M0.0%+136.0%0.015%
8/14/2025 Berkshire Capital Holdings Inc.21,140$8.55M3.0%-23.7%0.008%
8/14/2025 NewEdge Advisors LLC49,867$20.16M0.1%+7.4%0.018%
8/14/2025 Aldebaran Financial Inc.762$308K0.3%N/A0.000%
8/14/2025 Investment Management Corp of Ontario6,100$2.47M0.0%-4.7%0.002%
8/14/2025 AXA S.A.40,266$16.28M0.0%+13.2%0.015%
8/14/2025 State Street Corp5,484,569$2.22B0.1%+9.9%2.006%
8/14/2025 Daiwa Securities Group Inc.54,436$22.32M0.1%+6.6%0.020%
8/14/2025 Gerber Kawasaki Wealth & Investment Management1,146$464K0.0%-38.6%0.000%
8/14/2025 L2 Asset Management LLC1,117$452K0.1%+13.4%0.000%
8/14/2025 Ossiam184,402$74.54M0.8%+75.3%0.067%
8/14/2025 California Public Employees Retirement System410,596$165.98M0.1%+15.0%0.150%
8/14/2025 Cary Street Partners Financial LLC500$202K0.0%N/A0.000%
8/14/2025 Cerity Partners LLC9,588$3.88M0.0%-27.9%0.004%
8/14/2025 Federated Hermes Inc.979$396K0.0%N/A0.000%
This stock could leave NVDA in the dust (Ad)

Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast.tc pixel

Click to get the full details on Eric Fry's "Nvidia alternative" right here.
8/13/2025 Jump Financial LLC103,188$41.71M0.5%-69.4%0.038%
8/13/2025 Sassicaia Capital Advisers LLC64,410$26.04M16.4%+3,290.0%0.024%
8/13/2025 Victory Financial Group LLC612$247K0.0%N/A0.000%
8/13/2025 Idaho Trust Co727$294K0.1%N/A0.000%
8/13/2025 Quantum Portfolio Management LLC1,150$465K0.2%N/A0.000%
8/13/2025 StoneX Group Inc.10,667$4.31M0.2%-2.0%0.004%
8/13/2025 Cresset Asset Management LLC67,090$27.12M0.1%+69.8%0.025%
8/13/2025 Finer Wealth Management Inc.22,248$8.99M4.8%-3.0%0.008%
8/13/2025 Brown Advisory Inc.5,405$2.19M0.0%+42.4%0.002%
8/13/2025 Amundi1,783,982$717.66M0.2%+378.9%0.653%
(Data available from 1/1/2016 forward)

MSTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MSTR shares?

During the previous two years, 1,043 institutional investors and hedge funds held shares of Strategy. The most heavily invested institutionals were Vanguard Group Inc. ($7.49B), Capital International Investors ($3.66B), State Street Corp ($2.22B), Geode Capital Management LLC ($1.42B), Norges Bank ($1.20B), Amundi ($717.66M), and Invesco Ltd. ($565.15M).Learn more on Strategy's institutional investors.

What percentage of Strategy's stock is owned by institutional investors?

59.84% of Strategy's stock is owned by institutional investors. Learn more on MSTR's institutional investor holdings.

Which institutional investors have been buying Strategy's stock?

Of the 972 institutional investors that purchased Strategy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($4.90M), Geode Capital Management LLC ($2.79M), Amundi ($1.82M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($742.75K), Charles Schwab Investment Management Inc. ($736.59K), Swiss National Bank ($585.50K), and Sumitomo Mitsui Trust Group Inc. ($559.38K).

How much institutional buying is happening at Strategy?

Institutional investors have bought a total of 26,194,491 shares in the last 24 months. This purchase volume represents approximately $7.39B in transactions.

Which of Strategy's major shareholders have been selling company stock?

Of the 266 institutional investors that sold Strategy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Voya Investment Management LLC ($8.95M), Deutsche Bank AG ($8.11M), Capital International Investors ($4.88M), Vanguard Group Inc. ($3.20M), Royal Bank of Canada ($1.72M), Geode Capital Management LLC ($614.23K), and Hsbc Holdings PLC ($296.23K).

How much institutional selling is happening at Strategy?

Institutional investors have sold a total of 30,477,017 shares in the last 24 months. This volume of shares sold represents approximately $9.20B in transactions.


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This page (NASDAQ:MSTR) was last updated on 8/23/2025 by MarketBeat.com Staff
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