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Strategy (MSTR) Institutional Ownership

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$387.83 -4.29 (-1.09%)
As of 10:17 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)
730
Total
Institutional Inflows
(last 12 months)
$3.94B
Number of
Institutional Sellers
(last 12 months)
186
Total
Institutional Outflows
(last 12 months)
$7.85B
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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
5/28/2025 Strs Ohio3,140$905K0.0%N/A0.001%
5/19/2025 Game Plan Financial Advisors LLC88$25K0.0%-31.3%0.000%
5/16/2025 Great Lakes Advisors LLC4,408$1.27M0.0%-9.4%0.002%
5/15/2025 Titleist Asset Management LLC19,720$5.69M0.7%+208.9%0.007%
5/15/2025 Baird Financial Group Inc.6,577$1.90M0.0%-8.6%0.002%
5/15/2025 Gordian Capital Singapore Pte Ltd1,010$292K0.2%+11.0%0.000%
5/14/2025 Wealth Preservation Advisors LLC1,301$375K0.3%N/A0.000%
5/14/2025 Corebridge Financial Inc.16,691$4.81M0.0%+26.8%0.006%
5/14/2025 MetLife Investment Management LLC4,790$1.38M0.0%+43.0%0.002%
5/14/2025 Allstate Corp8,117$2.34M0.1%+50.3%0.003%
5/14/2025 Resolute Advisors LLC2,506$722K0.2%+57.9%0.001%
5/14/2025 Summit Financial LLC815$235K0.0%+5.3%0.000%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S10,325$2.98M0.0%-64.9%0.004%
5/14/2025 Quantbot Technologies LP3,638$1.05M0.0%N/A0.001%
5/13/2025 Alpha Family Trust1,110$320K0.2%N/A0.000%
5/13/2025 Mill Creek Capital Advisors LLC1,701$490K0.0%+2.8%0.001%
5/13/2025 Nations Financial Group Inc. IA ADV34,485$9.94M0.8%+2.0%0.013%
5/13/2025 Ethic Inc.1,642$502K0.0%+43.2%0.001%
5/13/2025 EverSource Wealth Advisors LLC32,088$9.25M0.5%+41.3%0.012%
5/13/2025 Triglav Skladi D.O.O.500$144K0.0%N/A0.000%
5/13/2025 Gulf International Bank UK Ltd12,153$3.50M0.1%-20.2%0.004%
5/9/2025 AXS Investments LLC2,265$653K0.2%-5.2%0.001%
5/9/2025 Palisades Hudson Asset Management L.P.1,141$329K0.1%-29.0%0.000%
5/9/2025 OVERSEA CHINESE BANKING Corp Ltd47,853$13.80M0.4%N/A0.019%
5/8/2025 Strategic Advocates LLC7,853$2.26M0.8%+5.4%0.003%
5/8/2025 Arkadios Wealth Advisors5,433$1.57M0.1%+14.3%0.002%
5/7/2025 Pin Oak Investment Advisors Inc.568$164K0.1%+95.9%0.000%
5/7/2025 AM Investment Strategies LLC1,451$418K0.1%-31.3%0.001%
5/6/2025 Navellier & Associates Inc.6,156$1.78M0.3%+28.3%0.002%
5/6/2025 Wedbush Securities Inc.10,503$3.03M0.1%+21.1%0.004%
5/6/2025 Close Asset Management Ltd3,879$1.12M0.0%-4.5%0.002%
5/5/2025 HighPoint Advisor Group LLC4,462$1.29M0.1%+22.7%0.002%
5/5/2025 Lindbrook Capital LLC622$179K0.0%+15.4%0.000%
5/5/2025 Hollencrest Capital Management1,934$558K0.0%+4.0%0.001%
5/2/2025 OVERSEA CHINESE BANKING Corp Ltd47,853$13.80M0.1%N/A0.019%
5/2/2025 SBI Securities Co. Ltd.36,650$10.57M0.4%-3.7%0.014%
5/2/2025 Bogart Wealth LLC249$72K0.0%-37.0%0.000%
5/1/2025 Schechter Investment Advisors LLC1,041$300K0.0%-7.1%0.000%
4/30/2025 Correct Capital Wealth Management188,463$54.33M8.8%+12.4%0.073%
4/30/2025 Moloney Securities Asset Management LLC1,318$380K0.1%+62.1%0.001%
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4/30/2025 Greenleaf Trust5,671$1.64M0.0%+17.1%0.002%
4/30/2025 China Universal Asset Management Co. Ltd.5,871$1.69M0.2%+97.1%0.002%
4/29/2025 Hexagon Capital Partners LLC157$45K0.0%+7,750.0%0.000%
4/29/2025 Strategic Blueprint LLC2,260$652K0.0%-31.7%0.001%
4/29/2025 Hartline Investment Corp1,799$519K0.1%-94.9%0.001%
4/25/2025 Argent Advisors Inc.11,000$3.17M1.1%+29.4%0.004%
4/25/2025 Amalgamated Bank12,455$3.59M0.0%+43.0%0.005%
4/25/2025 Sumitomo Mitsui Trust Group Inc.528,850$152.45M0.1%+27.4%0.205%
4/23/2025 Creative Financial Designs Inc. ADV705$203K0.0%+21.1%0.000%
4/23/2025 EQ Wealth Advisors LLC307$88K0.1%N/A0.000%
4/21/2025 Kingswood Wealth Advisors LLC38,815$11.26M0.4%-27.9%0.015%
4/17/2025 FNY Investment Advisers LLC2,963$854K0.5%N/A0.001%
4/17/2025 Janney Montgomery Scott LLC27,905$8.04M0.0%+3.3%0.011%
4/16/2025 Tobam13,544$3.90M1.7%-9.3%0.005%
4/15/2025 First United Bank & Trust100$29K0.0%N/A0.000%
4/15/2025 Handelsbanken Fonder AB50,060$14.43M0.1%+4.2%0.019%
4/15/2025 GAMMA Investing LLC830$239K0.0%+47.7%0.000%
4/14/2025 Yousif Capital Management LLC2,909$839K0.0%+42.9%0.001%
4/14/2025 Farther Finance Advisors LLC6,367$1.95M0.0%-3.2%0.002%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.231$67K0.0%+40.9%0.000%
4/9/2025 NBC Securities Inc.820$236K0.0%N/A0.000%
4/9/2025 Fiduciary Alliance LLC34,981$10.08M1.0%+12.8%0.014%
4/8/2025 Rhumbline Advisers268,406$77.37M0.1%+35.5%0.098%
4/8/2025 Rothschild Investment LLC2,049$591K0.0%+2.3%0.001%
4/8/2025 Parallel Advisors LLC4,010$1.16M0.0%+10.3%0.002%
4/7/2025 GAMMA Investing LLC239,264$68.97M0.0%+42,473.7%0.093%
4/7/2025 AdvisorNet Financial Inc5,651$1.63M0.1%+29.0%0.002%
4/3/2025 Versant Capital Management Inc347$100K0.0%+146.1%0.000%
4/3/2025 First Hawaiian Bank1,185$342K0.0%+6.8%0.000%
4/2/2025 Global Wealth Strategies & Associates408$118K0.0%+482.9%0.000%
4/1/2025 MassMutual Private Wealth & Trust FSB2,740$790K0.0%+31.5%0.001%
4/1/2025 Stonehearth Capital Management LLC2,206$636K0.3%+10.2%0.001%
3/24/2025 Wellington Management Group LLP3,565$1.03M0.0%-47.0%0.001%
3/24/2025 Mascagni Wealth Management Inc.200$58K0.0%N/A0.000%
3/18/2025 Objective Capital Management LLC767$222K0.1%N/A0.000%
3/18/2025 111 Capital3,130$907K0.2%N/A0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC50,972$14.76M0.0%-10.2%0.020%
3/17/2025 NorthCrest Asset Manangement LLC1,222$354K0.0%N/A0.000%
3/12/2025 Northstar Financial Companies Inc.750$217K0.2%N/A0.000%
3/12/2025 Centaurus Financial Inc.4,998$1.45M0.1%+146.0%0.002%
3/6/2025IronOak Wealth LLC.2,026$587K0.7%N/A0.001%
3/5/2025 Castle Rock Wealth Management LLC1,765$511K0.1%N/A0.001%
3/4/2025 Dogwood Wealth Management LLC198$57K0.0%N/A0.000%
3/4/2025 Siemens Fonds Invest GmbH119,654$33K0.0%+6,992.7%0.046%
2/28/2025 BridgePort Financial Solutions LLC2,330$675K0.3%N/A0.001%
2/28/2025 Park Square Financial Group LLC2,409$698K0.5%N/A0.001%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH57,910$16.77M0.0%N/A0.024%
2/27/2025 Chelsea Counsel Co.200$58K0.0%N/A0.000%
2/26/2025 Discipline Wealth Solutions LLC1,027$297K0.1%N/A0.000%
2/25/2025 Heck Capital Advisors LLC535$155K0.0%N/A0.000%
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2/25/2025B. Riley Wealth Advisors Inc.2,945$853K0.0%+93.5%0.001%
2/25/2025 Armis Advisers LLC1,588$460K0.1%N/A0.001%
2/25/2025 Garde Capital Inc.500$145K0.0%N/A0.000%
2/21/2025 Vermillion Wealth Management Inc.185$54K0.0%N/A0.000%
2/20/2025 Mackenzie Financial Corp13,460$3.90M0.0%+72.1%0.006%
2/20/2025 Revisor Wealth Management LLC1,805$527K0.5%-46.6%0.001%
2/19/2025 Toronto Dominion Bank30,706$8.89M0.0%+55.0%0.013%
2/19/2025 Blue Sky Capital Consultants Group Inc.7,683$2.23M1.3%N/A0.003%
2/19/2025 GF Fund Management CO. LTD.30,033$8.70M0.2%N/A0.013%
2/19/2025 CTC Alternative Strategies Ltd.3,884$1.13M1.4%N/A0.002%
(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, 877 institutional investors and hedge funds held shares of Strategy. The most heavily invested institutionals were Vanguard Group Inc. ($4.72B), Capital International Investors ($3.66B), Geode Capital Management LLC ($881.47M), Norges Bank ($523.98M), Northern Trust Corp ($311.69M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($232.41M), and Charles Schwab Investment Management Inc. ($220.63M).Learn more on MSTR's institutional investors.

What percentage of Strategy stock is owned by institutional investors?

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

Which institutional investors have been buying Strategy stock?

Of the 816 institutional investors that purchased Strategy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Geode Capital Management LLC ($2.83M), Norges Bank ($1.92M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($742.75K), Charles Schwab Investment Management Inc. ($690.37K), Vanguard Group Inc. ($529.18K), Sumitomo Mitsui Trust Group Inc. ($499.69K), and Swiss National Bank ($479.70K).

How much institutional buying is happening at Strategy?

Institutional investors have bought a total of 19,387,496 shares in the last 24 months. This purchase volume represents approximately $4.12B in transactions.

Which Strategy major shareholders have been selling company stock?

Of the 233 institutional investors that sold Strategy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Voya Investment Management LLC ($8.91M), Deutsche Bank AG ($8.11M), Capital International Investors ($4.88M), Russell Investments Group Ltd. ($3.70M), Royal Bank of Canada ($1.72M), Vanguard Group Inc. ($1.15M), and Hsbc Holdings PLC ($296.23K).

How much institutional selling is happening at Strategy?

Institutional investors have sold a total of 31,148,201 shares in the last 24 months. This volume of shares sold represents approximately $8.51B in transactions.


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This page (NASDAQ:MSTR) was last updated on 6/10/2025 by MarketBeat.com Staff
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