Go Pro
→ FDA Momentum is Building Around NNVC! (From Smallcaps Daily) (Ad)tc pixel Free MSTR Stock Alerts

Strategy (MSTR) Institutional Ownership

Strategy logo
$142.09 -2.73 (-1.89%)
As of 01:35 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Strategy (NASDAQ:MSTR)

Current
Institutional Ownership
Percentage
59.84%
Number of
Institutional Buyers
(last 12 months)
636
Total
Institutional Inflows
(last 12 months)
$9.97B
Number of
Institutional Sellers
(last 12 months)
354
Total
Institutional Outflows
(last 12 months)
$11.56B
Get MSTR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Strategy stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MSTR Institutional Buying and Selling by Quarter

Strategy Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/24/2026 California State Teachers Retirement System34,849,455$3.03B0.0%+8,577.0%9.070%
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%
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%0.006%
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%
FDA Momentum is Building Around NNVC! (Ad)

NanoViricides (NYSE: NNVC) just received regulatory approval to begin a Phase II trial of NV-387 Oral Gummies for Ebola in the DRC, now the country's largest outbreak on record with over 4,100 cases. NV-387 uses a host-mimetic nanoviricide platform designed to trap and neutralize viruses. Noble Capital Markets recently initiated coverage on NNVC with an Outperform rating and a $6 price target.tc pixel

Discover why NNVC's Phase II Ebola clearance is drawing analyst attention today.
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%
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%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
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%


MSTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,218 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), California State Teachers Retirement System ($3.03B), Capital Research Global Investors ($1.06B), State Street Corp ($931.04M), Geode Capital Management LLC ($592.83M), and Norges Bank ($536.14M).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 1,152 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: California State Teachers Retirement System ($34.56M), Norges Bank ($8.31M), Capital International Investors ($5.98M), Amundi ($5.60M), Vanguard Group Inc. ($5.52M), Capital Research Global Investors ($3.86M), and Geode Capital Management LLC ($2.97M).

Institutional investors have bought a total of 73,664,794 shares in the last 24 months. This purchase volume represents approximately $9.97B in transactions.

Of the 354 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 68,180,147 shares in the last 24 months. This volume of shares sold represents approximately $11.56B in transactions.


Related Companies

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 8/27/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Gold Explorer Sits Between Barrick’s Nevada Giants
Barrick Mining has spent decades building one of Nevada's richest gold districts, anchored by Fourmile, Goldru...
Wall Street Logic | Sponsoredtc pixel
How to STOP the secret gov’t mandate that’s crushed Americans’ wealth.
Since the U.S. left the gold standard in 1971, the money supply has grown 35 times over - but wages haven't ke...
Weiss Ratings | Sponsoredtc pixel
The 2026 beginners Guide to Gold IRAs
Gold trades near record highs while silver just topped $81 an ounce for the first time ever. Thousands of A...
Goldco Direct, LLC | Sponsoredtc pixel
FDA Momentum is Building Around NNVC!
NanoViricides (NYSE: NNVC) just received regulatory approval to begin a Phase II trial of NV-387 Oral Gummies ...
Smallcaps Daily | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Three companies about to leapfrog Nvidia [And transform the entire industry]
AI data centers have a power problem nobody likes to talk about. A single rack of computers can now use more e...
Eagle Publishing | Sponsoredtc pixel
Are you leaving Social Security money on the table?
Most retirement plans still have gaps in them... The quiet ones that don't show up until it's too late to fix....
Money Pickle | Sponsoredtc pixel
American retirees will miss THIS. Big Banks just moved in.
Central banks spent nearly $130 billion on physical gold last year, on top of $145 billion the year before. Q1...
Cedar Gold Group | Sponsoredtc pixel