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Strategy (MSTR) Institutional Ownership

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$159.93 +0.04 (+0.03%)
As of 04:00 PM 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)
823
Total
Institutional Inflows
(last 12 months)
$10.39B
Number of
Institutional Sellers
(last 12 months)
433
Total
Institutional Outflows
(last 12 months)
$12.90B
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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
5/22/2026 Coastline 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%
5/19/2026 Janus 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%
5/18/2026 Sunbelt 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 Company 16,320$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%
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%
5/13/2026 CI Investments Inc.2,108$263K0.0%-4.7%0.001%
5/13/2026 First Trust Advisors LP755,890$94.34M0.1%+24.3%0.226%
5/12/2026 Telligent Fund LP23,400$2.92M3.1%N/A0.007%
5/12/2026 Himension Capital Singapore PTE. LTD.88,522$11.05M0.8%-59.3%0.027%
5/12/2026 ABN Amro Investment Solutions9,805$1.22M0.0%N/A0.003%
5/8/2026 PNC Financial Services Group Inc.12,665$1.58M0.0%+29.0%0.004%
One page of the SpaceX S-1 will move this stock overnight (Ad)

When SpaceX files its S-1 in June, the SEC will require full disclosure of operating expenses - including power consumption for 1 million GPUs, a cost that rivals entire cities. That disclosure will name the supplier. One small, publicly traded power infrastructure company sits at the center of this - carrying a $1.5 billion backlog and priced like a utility. Dylan Jovine has the full breakdown.tc pixel

See the stock the S-1 revealed >>
5/8/2026 Baader Bank Aktiengesellschaft5,510$688K0.1%-105.6%0.002%
5/8/2026 Wilkerson Advisory Group LLC498$62K0.0%+149.0%0.000%
5/8/2026 Piar LLC14,800$1.85M1.4%+244.2%0.004%
5/7/2026 Legacy Wealth Managment LLC ID2,303$287K0.1%+61.3%0.001%
5/7/2026 Meeder Advisory Services Inc.3,695$461K0.0%+80.8%0.001%
5/7/2026 Scarborough Advisors LLC1,161$145K0.0%N/A0.000%
5/7/2026 KBC Group NV68,352$8.53M0.0%-78.1%0.020%
5/7/2026 SEB Asset Management AB53,342$6.66M0.0%N/A0.016%
5/7/2026 Swiss National Bank766,100$95.61M0.1%+7.1%0.230%
5/7/2026 Spartan Wealth Advisory Services LLC7,036$878K0.1%N/A0.002%
5/7/2026 WealthTrust Asset Management LLC2,000$250K0.1%N/A0.001%
5/6/2026 Freemont Management S.A.27,200$3.40M0.5%N/A0.008%
5/6/2026 California Public Employees Retirement System388,298$48.46M0.0%-17.5%0.116%
5/6/2026 MTM Investment Management LLC440$55K0.0%-82.0%0.000%
5/6/2026 Kera Capital Partners Inc.2,205$275K0.0%-5.0%0.001%
5/6/2026 Cornerstone Planning Group LLC690$86K0.0%+161.4%0.000%
5/6/2026 Assetmark Inc.985$123K0.0%+154.5%0.000%
5/6/2026 AXS Investments LLC3,415$426K0.2%-11.9%0.001%
5/6/2026 SteelPeak Wealth LLC6,096$761K0.0%N/A0.002%
5/6/2026 Allspring Global Investments Holdings LLC1,720$211K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC51,269$6.40M0.2%N/A0.015%
5/5/2026 Wealthfront Advisers LLC33,780$4.22M0.0%-5.4%0.010%
5/5/2026 D.A. Davidson & CO.30,929$3.86M0.0%N/A0.009%
5/5/2026 Navigation Group LLC2,146$268K0.1%N/A0.001%
5/5/2026 SKY Mountain Capital Management Inc.13,382$1.67M1.2%-1.0%0.004%
5/5/2026 Geneos Wealth Management Inc.8,667$1.08M0.0%+17.7%0.003%
5/5/2026 NFSG Corp10,973$1.37M0.2%+21.9%0.003%
5/5/2026 Sanctuary Advisors LLC15,132$1.89M0.0%-53.7%0.005%
5/5/2026 Sterling Investment Advisors Ltd.6,603$824K0.1%+24.4%0.002%
5/5/2026 Sigma Planning Corp9,670$1.21M0.0%+30.3%0.003%
5/5/2026 Nwam LLC5,462$682K0.0%+27.9%0.002%
5/5/2026 Maryland State Retirement & Pension System15,806$1.97M0.0%+20.0%0.005%
5/5/2026 Avantax Planning Partners Inc.2,294$286K0.0%+8.9%0.001%
5/4/2026 ABC Arbitrage SA3,073$384K0.1%+131.1%0.001%
5/4/2026 AMG National Trust Bank11,070$1.38M0.0%+218.6%0.003%
5/4/2026 Bleakley Financial Group LLC12,800$1.60M0.0%N/A0.004%
5/4/2026 WJ Financial Advisors LLC1,605$200K0.2%N/A0.000%
5/4/2026 Principal Financial Group Inc.3,579$447K0.0%-10.4%0.001%
5/4/2026 Chicago Partners Investment Group LLC17,368$2.17M0.0%+5.6%0.005%
5/4/2026 Abound Financial LLC4,256$531K0.2%-4.6%0.001%
5/4/2026 Lifeworks Advisors LLC5,921$739K0.1%+2.0%0.002%
5/2/2026 CAP Partners LLC21,068$2.63M1.5%+1.1%0.006%
5/2/2026 International Assets Investment Management LLC3,203$393K0.0%+40.9%0.001%
5/2/2026 Diversify Wealth Management LLC1,958$244K0.0%N/A0.001%
5/1/2026 180 Wealth Advisors LLC1,985$248K0.0%-8.4%0.001%
5/1/2026 Citizens Financial Group Inc. RI5,171$645K0.0%-3.8%0.002%
5/1/2026 Fifth Third Bancorp4,974$621K0.0%+78.3%0.001%
5/1/2026 Sovran Advisors LLC14,143$1.77M0.1%+26.9%0.004%
5/1/2026 Simplicity Wealth LLC4,484$560K0.0%+10.1%0.001%
5/1/2026 Candriam S.C.A.18,454$2.30M0.0%+3.0%0.006%
One page of the SpaceX S-1 will move this stock overnight (Ad)

When SpaceX files its S-1 in June, the SEC will require full disclosure of operating expenses - including power consumption for 1 million GPUs, a cost that rivals entire cities. That disclosure will name the supplier. One small, publicly traded power infrastructure company sits at the center of this - carrying a $1.5 billion backlog and priced like a utility. Dylan Jovine has the full breakdown.tc pixel

See the stock the S-1 revealed >>
5/1/2026 Sequoia Financial Advisors LLC12,716$1.59M0.0%+71.2%0.004%
4/30/2026 Kestra Advisory Services LLC57,449$7.17M0.0%+6.3%0.017%
4/30/2026 Money Concepts Capital Corp1,719$215K0.0%N/A0.001%
4/30/2026 Sumitomo Mitsui Trust Group Inc.599,333$74.80M0.0%-1.2%0.180%
4/30/2026 Seelaus Asset Management LLC3,335$416K0.3%N/A0.001%
4/30/2026 IAG Wealth Partners LLC1,454$181K0.0%+381.5%0.000%
4/30/2026 Frank Rimerman Advisors LLC1,999$249K0.0%N/A0.001%
4/29/2026 Axxcess Wealth Management LLC12,155$1.52M0.0%+8.5%0.004%
4/29/2026 Hartline Investment Corp2,619$327K0.0%-21.5%0.001%
4/29/2026 United Asset Strategies Inc.4,549$568K0.0%+13.6%0.001%


MSTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,226 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 ($931.04M), 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 1,160 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 47,278,524 shares in the last 24 months. This purchase volume represents approximately $10.39B in transactions.

Of the 433 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), Vanguard Group Inc. ($2.05M), and Clear Street Group Inc. ($1.85M).

Institutional investors have sold a total of 71,399,689 shares in the last 24 months. This volume of shares sold represents approximately $12.90B in transactions.


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This page (NASDAQ:MSTR) was last updated on 5/26/2026 by MarketBeat.com Staff.
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