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Strategy (MSTR) Institutional Ownership

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$161.61 -0.59 (-0.36%)
Closing price 04:00 PM Eastern
Extended Trading
$161.25 -0.36 (-0.23%)
As of 07:07 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 Massive. 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)
640
Total
Institutional Inflows
(last 12 months)
$7.03B
Number of
Institutional Sellers
(last 12 months)
358
Total
Institutional Outflows
(last 12 months)
$11.56B
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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
9/23/2026 QRG Capital Management Inc.6,258$544K0.0%+4.1%0.002%
9/22/2026 State Street Corp7,527,561$654.37M0.0%+7.2%1.959%
9/9/2026 The Manufacturers Life Insurance Company18,154$1.58M0.0%+11.2%0.005%
9/9/2026 Capstone Financial Advisors Inc.6,107$531K0.0%-62.4%0.002%
9/9/2026 IPG Investment Advisors LLC5,500$478K0.1%+7.3%0.001%
9/9/2026 MCF Advisors LLC407$35K0.0%-19.7%0.000%
9/9/2026 National Pension Service907,442$78.88M0.1%+10.4%0.236%
9/9/2026 WINTON GROUP Ltd9,500$826K0.0%N/A0.002%
9/9/2026 Engineers Gate Manager LP2,840$247K0.0%N/A0.001%
9/9/2026 Integrated Wealth Concepts LLC12,321$1.07M0.0%+8.6%0.003%
9/9/2026 NewEdge Advisors LLC67,705$5.89M0.0%-11.3%0.018%
9/9/2026 Baird Financial Group Inc.18,147$1.58M0.0%+10.3%0.005%
9/9/2026 Sterling Investment Advisors Ltd.5,673$493K0.1%-14.1%0.001%
9/8/2026 Allworth Financial LP4,782$416K0.0%+30.4%0.001%
9/8/2026 Arizona State Retirement System72,439$6.30M0.0%+1.3%0.019%
9/8/2026 Waverly Advisors LLC4,676$407K0.0%+20.9%0.001%
9/8/2026 Nykredit A S27,417$2.38M0.0%N/A0.007%
8/27/2026 Corient Private Wealth LP69,499$6.04M0.0%+39.5%0.018%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al100,396$8.73M0.1%N/A0.026%
8/23/2026 Readystate Asset Management LP8,044$699K0.0%-50.0%0.002%
8/23/2026 Ameritas Advisory Services LLC926$28K0.0%N/A0.000%
8/23/2026 Ameritas Advisory Services LLC13,400$1.17M0.0%N/A0.003%
8/23/2026 Wedmont Private Capital2,194$208K0.0%-53.8%0.001%
8/23/2026 Kintra Wealth LLC5,846$508K0.0%+14.1%0.002%
8/23/2026 Beaird Harris Wealth Management LLC42,138$3.66M0.2%-7.4%0.011%
8/23/2026 Operose Advisors LLC1,661$144K0.0%N/A0.000%
8/23/2026 HB Wealth Management LLC3,093$269K0.0%-36.5%0.001%
8/23/2026 Chokshi & Queen Wealth Advisors Inc13,850$1.20M0.6%-22.3%0.004%
8/22/2026 Turner Financial Group Inc.6,057$527K0.5%N/A0.002%
8/22/2026 Raiffeisen Bank International AG5,980$554K0.0%+3,080.9%0.002%
8/22/2026 TD Waterhouse Canada Inc.815$76K0.0%+25.8%0.000%
8/22/2026 Concurrent Investment Advisors LLC3,770$328K0.0%-51.9%0.001%
8/22/2026 NEOS Investment Management LLC183,301$15.93M0.1%+29.0%0.048%
8/21/2026 Beacon Capital Management LLC5,810$505K0.1%+2.3%0.002%
8/21/2026 Continuum Advisory LLC300$26K0.0%N/A0.000%
8/21/2026 Nykredit A S27,417$2.38M0.0%N/A0.007%
8/21/2026 B. Metzler seel. Sohn & Co. AG6,436$559K0.0%-24.7%0.002%
8/21/2026 Tsfg LLC2,028$176K0.0%-15.3%0.001%
8/21/2026 Secure Asset Management LLC20,238$1.76M0.3%+1.1%0.005%
8/20/2026 Nwam LLC6,248$543K0.0%+14.4%0.002%
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8/20/2026 Headlands Technologies LLC5,750$500K0.1%-93.9%0.001%
8/20/2026 Quantitative Investment Management LLC60,596$5.27M0.6%N/A0.016%
8/20/2026 Ancora Advisors LLC290$25K0.0%+111.7%0.000%
8/18/2026 Public Employees Retirement System of Ohio121,962$10.60M0.0%N/A0.032%
8/10/2026 Sound Financial Strategies Group LLC51,323$1.69M1.1%N/A0.013%
7/10/2026 Abound Wealth Management1,057$92K0.0%+41.5%0.000%
7/10/2026 E. Ohman J or Asset Management AB6,763$588K0.0%-27.0%0.002%
7/10/2026 Handelsbanken Fonder AB106,522$9.26M0.0%+28.8%0.030%
7/10/2026 Wealthcare Advisory Partners LLC7,857$683K0.0%+4.4%0.002%
7/8/2026 Beaird Harris Wealth Management LLC42,138$3.66M0.2%-7.4%0.012%
7/8/2026 Teamwork Financial Advisors LLC19,515$1.70M0.2%+25.3%0.005%
7/8/2026 Assenagon Asset Management S.A.6,922$602K0.0%-17.0%0.002%
7/7/2026 180 Wealth Advisors LLC4,849$422K0.0%+144.3%0.001%
7/7/2026 Dynamic Advisor Solutions LLC9,266$805K0.0%-7.5%0.003%
7/7/2026 GAMMA Investing LLC1,402$122K0.0%-23.4%0.000%
7/7/2026 Avior Wealth Management LLC8,764$762K0.0%-12.4%0.003%
7/7/2026 CoreCap Advisors LLC6,531$568K0.0%+123.6%0.002%
7/2/2026 CX Institutional2,316$201K0.0%+79.3%0.001%
6/18/2026 Pacer Advisors Inc.44,218$5.52M0.0%-4.5%0.013%
6/12/2026 Militia Capital Management LLC2,950$368K0.1%N/A0.001%
6/12/2026 Shariaportfolio Inc.127,758$15.94M7.1%-15.0%0.036%
6/9/2026 Rathbones Group PLC19,182$2.39M0.0%+16.7%0.005%
6/3/2026 DV Trading LLC5,007$625K0.0%+90.7%0.001%
6/1/2026 Foguth Wealth Management LLC.1,356$169K0.0%N/A0.000%
5/28/2026 Lavelle Capital LP24,890$3.11M1.9%N/A0.007%
5/28/2026 Maripau Wealth Management LLC6,252$780K0.3%+13.0%0.002%
5/22/2026Coastline Complete Wealth LLC2,283$285K0.2%N/A0.001%
5/22/2026 Verus Capital Partners LLC5,970$745K0.1%-26.0%0.002%
5/21/2026 CTC Alternative Strategies Ltd.5,008$625K1.4%+14.7%0.001%
5/21/2026 Vestor Capital LLC338$42K0.0%-69.0%0.000%
5/21/2026 J. Derek Lewis & Associates Inc.8,303$1.04M0.2%+23.0%0.002%
5/20/2026 SOA Wealth Advisors LLC.1,107$138K0.0%+934.6%0.000%
5/19/2026 Bank of America Corp DE3,965,680$494.92M0.0%+3.1%1.132%
5/19/2026Janus Henderson Group PLC25,542$3.19M0.0%-4.8%0.007%
5/19/2026 SkyBridge Capital II LLC70,284$8.77M59.0%N/A0.020%
5/18/2026Sunbelt Securities Inc.2,724$340K0.0%+30.1%0.001%
5/18/2026 MSA Advisors LLC32,290$4.03M1.2%N/A0.009%
5/18/2026 Amundi531,986$66.39M0.0%-88.9%0.152%
5/18/2026 EverSource Wealth Advisors LLC55,861$6.97M0.2%+6.2%0.016%
5/18/2026 California State Teachers Retirement System401,629$50.12M0.1%-1.7%0.115%
5/18/2026 Readystate Asset Management LP16,084$2.01M0.1%+12.9%0.005%
5/18/2026 Royal Bank of Canada339,001$42.31M0.0%+685.2%0.097%
5/18/2026 Empowered Funds LLC12,427$1.55M0.0%-99.3%0.004%
5/16/2026 The Manufacturers Life Insurance Company16,320$2.04M0.0%+14.0%0.005%
5/16/2026 Quantinno Capital Management LP60,126$7.50M0.0%+88.2%0.017%
5/15/2026 Cardiff Park Advisors LLC3,230$403K0.0%+54.3%0.001%
5/15/2026 OMERS ADMINISTRATION Corp9,462$1.18M0.0%+40.1%0.003%
5/15/2026 Lombard Odier Asset Management Switzerland SA8,636$1.08M0.0%-16.4%0.002%
5/15/2026 Waverly Advisors LLC3,868$483K0.0%-21.1%0.001%
5/14/2026 Renaissance Technologies LLC2,130,881$265.93M0.4%+122.6%0.608%
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5/14/2026 Pennington Partners & CO. LLC4,287$535K0.2%N/A0.001%
5/14/2026 Public Employees Retirement System of Ohio123,997$15.48M0.1%+16.0%0.037%
5/14/2026 Modern Wealth Management LLC3,052$375K0.0%+26.0%0.001%
5/14/2026 Keebeck Wealth Management3,661$457K0.1%-30.0%0.001%
5/14/2026 Greenline Wealth Management LLC2,743$342K0.4%-15.8%0.001%
5/14/2026 Mizuho Markets Americas LLC2,796$349K0.0%N/A0.001%
5/14/2026 Bank of Nova Scotia18,610$2.32M0.0%+0.6%0.006%
5/14/2026 Sei Investments Co.45,664$5.70M0.0%-22.3%0.014%
5/13/2026 Militia Capital Management LLC2,950$368K0.1%N/A0.001%
5/13/2026 NewEdge Wealth LLC3,412$426K0.0%N/A0.001%


MSTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,220 institutional investors and hedge funds held shares of Strategy. The most heavily invested institutionals were Vanguard Group Inc. ($3.66B), Capital International Investors ($3.13B), Capital Research Global Investors ($1.06B), State Street Corp ($654.37M), Geode Capital Management LLC ($592.83M), Norges Bank ($536.14M), and Invesco Ltd. ($513.31M).Learn more on Strategy's institutional investors.

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

Of the 1,154 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 ($8.31M), Capital International Investors ($5.98M), Amundi ($5.60M), Vanguard Group Inc. ($5.52M), Capital Research Global Investors ($3.86M), Geode Capital Management LLC ($2.97M), and Renaissance Technologies LLC ($1.91M).

Institutional investors have bought a total of 39,855,781 shares in the last 24 months. This purchase volume represents approximately $7.03B in transactions.

Of the 358 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: Nuveen LLC ($27.00M), JPMorgan Chase & Co. ($17.62M), Ameriprise Financial Inc. ($6.49M), Amundi ($5.03M), Bank of Nova Scotia ($5.00M), Clear Street Group Inc. ($1.85M), and Empowered Funds LLC ($1.77M).

Institutional investors have sold a total of 68,199,921 shares in the last 24 months. This volume of shares sold represents approximately $11.56B in transactions.


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Institutional ownership data for NASDAQ:MSTR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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