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Strategy (MSTR) Institutional Ownership

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$320.29 -10.51 (-3.18%)
Closing price 10/9/2025 04:00 PM Eastern
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$323.10 +2.81 (+0.88%)
As of 05:37 AM Eastern
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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)
884
Total
Institutional Inflows
(last 12 months)
$7.38B
Number of
Institutional Sellers
(last 12 months)
272
Total
Institutional Outflows
(last 12 months)
$9.22B
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Skip Chart & View Institutional Buying and Selling Data

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
10/9/2025Secure Asset Management LLC17,674$5.98M1.0%+9.0%0.006%
10/9/2025AdvisorNet Financial Inc5,400$1.74M0.1%-13.8%0.002%
10/9/2025Voya Investment Management LLC9,663$3.11M0.0%-82.9%0.003%
10/9/2025Dynamic Advisor Solutions LLC7,032$2.27M0.1%+2.9%0.002%
10/8/2025 Vista Finance LLC1,388$447K0.3%+34.4%0.000%
10/8/2025 Fiduciary Alliance LLC44,445$14.32M1.0%-1.1%0.016%
10/8/2025 Wedmont Private Capital4,113$1.35M0.1%+16.3%0.001%
10/8/2025 Veracity Capital LLC1,586$511K0.2%+16.4%0.001%
10/7/2025 Lbmc Investment Advisors LLC1,891$609K0.0%N/A0.001%
10/7/2025 Doliver Advisors LP1,350$435K0.1%-7.2%0.000%
10/7/2025 Assenagon Asset Management S.A.8,484$2.73M0.0%+20.1%0.003%
10/7/2025 Traphagen Investment Advisors LLC7,163$2.31M0.2%-0.7%0.003%
10/7/2025 Quintet Private Bank Europe S.A.175$56K0.0%N/A0.000%
10/7/2025 Oak Thistle LLC2,040$657K0.1%-24.1%0.001%
10/6/2025 Destiny Wealth Partners LLC890$287K0.0%-4.3%0.000%
10/6/2025 Venture Visionary Partners LLC2,521$812K0.0%-28.6%0.001%
10/3/2025 Aaron Wealth Advisors LLC1,910$615K0.0%+71.1%0.001%
10/2/2025 GAMMA Investing LLC998$322K0.0%-4.3%0.000%
10/1/2025 Praxis Investment Management Inc.5,763$1.86M0.1%-2.2%0.002%
9/26/2025Corient Private Wealth LLC148,054$59.85M0.1%+92.3%0.052%
9/19/2025Canal Capital Management LLC2,426$981K0.2%+71.4%0.001%
9/3/2025Q3 Asset Management2,162$874K0.3%N/A0.001%
9/2/2025FSC Wealth Advisors LLC130$53K0.0%-38.1%0.000%
8/29/2025Total Investment Management Inc.693$280K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.5,842$2.36M0.1%+2.2%0.002%
8/28/2025China Universal Asset Management Co. Ltd.5,762$2.33M0.2%-1.9%0.002%
8/27/2025Orion Porfolio Solutions LLC23,494$9.50M0.1%+5.2%0.008%
8/26/2025Thrivent Financial for Lutherans7,945$3.08M0.0%-9.6%0.003%
8/26/2025MASTERINVEST Kapitalanlage GmbH878$355K0.0%N/A0.000%
8/22/2025TT Capital Management LLC2,232$902K0.3%N/A0.001%
8/20/2025Kentucky Retirement Systems14,807$5.99M0.2%-6.1%0.005%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund6,285$2.54M0.2%-6.5%0.002%
8/19/2025B. Riley Wealth Advisors Inc.4,915$1.99M0.1%N/A0.002%
8/19/2025Newbridge Financial Services Group Inc.773$312K0.1%-88.0%0.000%
8/19/2025MRP Capital Investments LLC1,150$465K0.3%+15.0%0.000%
8/19/2025Advisory Services Network LLC26,260$10.55M0.2%+244.6%0.010%
8/19/2025Pitcairn Co.636$257K0.0%N/A0.000%
8/18/2025Tactive Advisors LLC1,448$585K0.2%N/A0.001%
8/18/2025Geneos Wealth Management Inc.8,501$3.44M0.1%+60.6%0.003%
8/18/2025Westwood Holdings Group Inc.749$303K0.0%N/A0.000%
8/18/2025Johns Hopkins University8,400$3.40M0.2%N/A0.003%
8/18/2025Wellington Capital Management Inc.1,200$485K0.7%N/A0.000%
8/18/2025Second Line Capital LLC510$206K0.0%N/A0.000%
8/16/2025Evergreen Capital Management LLC2,289$925K0.0%+16.4%0.001%
8/15/2025CANADA LIFE ASSURANCE Co96,889$39.21M0.1%+10.5%0.035%
8/15/2025Tower Research Capital LLC TRC 22,609$9.14M0.2%-46.6%0.008%
8/15/2025Binnacle Investments Inc83$34K0.0%+492.9%0.000%
8/15/2025Rakuten Securities Inc.27,745$11.22M4.3%+3.7%0.010%
8/15/2025Corient Private Wealth LLC78,183$31.60M0.0%+1.6%0.029%
8/15/2025Equitable Holdings Inc.11,186$4.52M0.0%-11.5%0.004%
8/15/2025Ewing Morris & Co. Investment Partners Ltd.9,426$3.81M1.7%+26.7%0.003%
8/15/2025Florida Financial Advisors LLC1,887$763K0.3%+8.4%0.001%
8/15/2025E Fund Management Co. Ltd.5,949$2.41M0.1%-1.8%0.002%
8/15/2025Captrust Financial Advisors9,904$4.00M0.0%+26.2%0.004%
8/15/2025Keel Point LLC584$236K0.0%N/A0.000%
8/15/2025Vident Advisory LLC97,723$39.50M0.4%+760.1%0.036%
8/15/2025Visionary Wealth Advisors9,518$3.85M0.2%-1.1%0.003%
8/15/2025Voleon Capital Management LP1,906$770K0.0%N/A0.001%
8/15/2025Two Sigma Securities LLC2,084$842K0.1%+48.6%0.001%
8/15/2025Smartleaf Asset Management LLC583$224K0.0%-16.2%0.000%
8/15/2025Snowden Capital Advisors LLC1,346$544K0.0%+9.3%0.000%
8/15/2025Royal London Asset Management Ltd.113,451$45.86M0.1%+3.1%0.041%
8/15/2025Rafferty Asset Management LLC32,349$13.08M0.0%-24.7%0.012%
8/15/2025Riggs Asset Managment Co. Inc.351$142K0.0%+475.4%0.000%
8/15/2025Oxford Financial Group LTD. LLC1,037$419K0.0%N/A0.000%
8/15/2025Orion Porfolio Solutions LLC23,494$9.50M0.1%+5.2%0.009%
8/15/2025MML Investors Services LLC48,710$19.69M0.1%+11.2%0.018%
8/15/2025McIlrath & Eck LLC1,246$504K0.1%+3.8%0.000%
8/15/2025Meiji Yasuda Asset Management Co Ltd.598$242K0.0%-80.8%0.000%
8/15/2025Modern Wealth Management LLC634$256K0.0%N/A0.000%
8/15/2025Lazard Asset Management LLC6,567$2.65M0.0%-8.3%0.002%
8/15/2025ICONIQ Capital LLC990$400K0.0%+18.1%0.000%
8/15/2025IHT Wealth Management LLC28,748$11.62M0.3%-9.1%0.011%
8/15/2025III Capital Management590$238K0.0%N/A0.000%
8/15/2025Great Valley Advisor Group Inc.2,120$857K0.0%+9.4%0.001%
8/15/2025EP Wealth Advisors LLC3,742$1.51M0.0%+4.4%0.001%
8/15/2025Engineers Gate Manager LP5,000$2.02M0.0%N/A0.002%
8/15/2025BI Asset Management Fondsmaeglerselskab A S55,401$22.40M0.2%+436.6%0.020%
8/15/2025BLKBRD Asset Management LP159,261$64.38M36.3%+60.9%0.058%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp38,942$15.74M0.1%-10.2%0.014%
8/15/2025Banque Transatlantique SA8,287$3.32M0.1%+345.8%0.003%
8/15/2025Brevan Howard Capital Management LP75,116$30.36M0.2%N/A0.027%
8/15/2025AQR Capital Management LLC22,569$8.83M0.0%+63.0%0.008%
8/14/2025CTC Alternative Strategies Ltd.11,749$4.75M4.2%+28.8%0.004%
8/14/2025Vienna Asset Management LLC2,757$1.11M0.8%-42.4%0.001%
8/14/2025Clough Capital Partners L P3,117$1.26M0.1%N/A0.001%
8/14/2025Ausdal Financial Partners Inc.2,667$1.08M0.1%+47.6%0.001%
8/14/2025California State Teachers Retirement System387,910$156.81M0.2%+15.1%0.142%
8/14/2025Raymond James Financial Inc.99,897$40.38M0.0%+10.0%0.037%
8/14/2025Darwin Wealth Management LLC190$77K0.0%N/A0.000%
8/14/2025AllSquare Wealth Management LLC100$40K0.0%+100.0%0.000%
8/14/2025Quantinno Capital Management LP17,767$7.18M0.0%+74.3%0.006%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.155,360$62.78M0.1%-2.6%0.057%
8/14/2025Diversify Wealth Management LLC2,468$973K0.1%-44.3%0.001%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main204,564$82.69M0.1%+170.6%0.075%
8/14/2025Diversify Advisory Services LLC760$300K0.0%N/A0.000%
8/14/2025Alliancebernstein L.P.82,308$33.27M0.0%-16.9%0.030%
8/14/2025Objective Capital Management LLC557$225K0.3%N/A0.000%
8/14/2025Peapack Gladstone Financial Corp3,055$1.24M0.0%+22.0%0.001%
8/14/2025Wealth Preservation Advisors LLC911$368K0.2%-30.0%0.000%
(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, 1,050 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 978 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 25,875,590 shares in the last 24 months. This purchase volume represents approximately $7.35B in transactions.

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

Of the 272 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 ($9.00M), 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 30,528,150 shares in the last 24 months. This volume of shares sold represents approximately $9.22B in transactions.


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This page (NASDAQ:MSTR) was last updated on 10/10/2025 by MarketBeat.com Staff
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