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Strategy (MSTR) Institutional Ownership

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$100.77 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$103.72 +2.95 (+2.93%)
As of 05:40 AM 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)
825
Total
Institutional Inflows
(last 12 months)
$10.37B
Number of
Institutional Sellers
(last 12 months)
435
Total
Institutional Outflows
(last 12 months)
$12.89B
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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
7/2/2026 CX Institutional2,316$201K0.0%+79.3%0.001%
6/18/2026Pacer Advisors Inc.44,218$5.52M0.0%-4.5%0.013%
6/12/2026Militia Capital Management LLC2,950$368K0.1%N/A0.001%
6/12/2026Shariaportfolio Inc.127,758$15.94M7.1%-15.0%0.036%
6/9/2026Rathbones Group PLC19,182$2.39M0.0%+16.7%0.005%
6/3/2026DV Trading LLC5,007$625K0.0%+90.7%0.001%
6/1/2026Foguth Wealth Management LLC.1,356$169K0.0%N/A0.000%
5/28/2026Lavelle Capital LP24,890$3.11M1.9%N/A0.007%
5/28/2026Maripau Wealth Management LLC6,252$780K0.3%+13.0%0.002%
5/22/2026Coastline Complete Wealth LLC2,283$285K0.2%N/A0.001%
5/22/2026Verus Capital Partners LLC5,970$745K0.1%-26.0%0.002%
5/21/2026CTC Alternative Strategies Ltd.5,008$625K1.4%+14.7%0.001%
5/21/2026Vestor Capital LLC338$42K0.0%-69.0%0.000%
5/21/2026J. Derek Lewis & Associates Inc.8,303$1.04M0.2%+23.0%0.002%
5/20/2026SOA Wealth Advisors LLC.1,107$138K0.0%+934.6%0.000%
5/19/2026Bank 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%
5/19/2026SkyBridge Capital II LLC70,284$8.77M59.0%N/A0.020%
5/18/2026Sunbelt Securities Inc.2,724$340K0.0%+30.1%0.001%
5/18/2026MSA Advisors LLC32,290$4.03M1.2%N/A0.009%
5/18/2026Amundi531,986$66.39M0.0%-88.9%0.152%
5/18/2026EverSource Wealth Advisors LLC55,861$6.97M0.2%+6.2%0.016%
5/18/2026California State Teachers Retirement System401,629$50.12M0.1%-1.7%0.115%
5/18/2026Readystate Asset Management LP16,084$2.01M0.1%+12.9%0.005%
5/18/2026Royal Bank of Canada339,001$42.31M0.0%+685.2%0.097%
5/18/2026Empowered Funds LLC12,427$1.55M0.0%-99.3%0.004%
5/16/2026The Manufacturers Life Insurance Company 16,320$2.04M0.0%+14.0%0.005%
5/16/2026Quantinno Capital Management LP60,126$7.50M0.0%+88.2%0.017%
5/15/2026Cardiff Park Advisors LLC3,230$403K0.0%+54.3%0.001%
5/15/2026OMERS ADMINISTRATION Corp9,462$1.18M0.0%+40.1%0.003%
5/15/2026Lombard Odier Asset Management Switzerland SA8,636$1.08M0.0%-16.4%0.002%
5/15/2026Waverly Advisors LLC3,868$483K0.0%-21.1%0.001%
5/14/2026Renaissance Technologies LLC2,130,881$265.93M0.4%+122.6%0.608%
5/14/2026Pennington Partners & CO. LLC4,287$535K0.2%N/A0.001%
5/14/2026Public Employees Retirement System of Ohio123,997$15.48M0.1%+16.0%0.037%
5/14/2026Modern Wealth Management LLC3,052$375K0.0%+26.0%0.001%
5/14/2026Keebeck Wealth Management3,661$457K0.1%-30.0%0.001%
5/14/2026Greenline Wealth Management LLC2,743$342K0.4%-15.8%0.001%
5/14/2026Mizuho Markets Americas LLC2,796$349K0.0%N/A0.001%
5/14/2026Bank of Nova Scotia18,610$2.32M0.0%+0.6%0.006%
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5/14/2026Sei Investments Co.45,664$5.70M0.0%-22.3%0.014%
5/13/2026Militia Capital Management LLC2,950$368K0.1%N/A0.001%
5/13/2026NewEdge Wealth LLC3,412$426K0.0%N/A0.001%
5/13/2026CI Investments Inc.2,108$263K0.0%-4.7%0.001%
5/13/2026First Trust Advisors LP755,890$94.34M0.1%+24.3%0.226%
5/12/2026Telligent Fund LP23,400$2.92M3.1%N/A0.007%
5/12/2026Himension Capital Singapore PTE. LTD.88,522$11.05M0.8%-59.3%0.027%
5/12/2026ABN Amro Investment Solutions9,805$1.22M0.0%N/A0.003%
5/8/2026PNC Financial Services Group Inc.12,665$1.58M0.0%+29.0%0.004%
5/8/2026Baader Bank Aktiengesellschaft5,510$688K0.1%-105.6%0.002%
5/8/2026Wilkerson Advisory Group LLC498$62K0.0%+149.0%0.000%
5/8/2026Piar LLC14,800$1.85M1.4%+244.2%0.004%
5/7/2026Legacy Wealth Managment LLC ID2,303$287K0.1%+61.3%0.001%
5/7/2026Meeder Advisory Services Inc.3,695$461K0.0%+80.8%0.001%
5/7/2026Scarborough Advisors LLC1,161$145K0.0%N/A0.000%
5/7/2026KBC Group NV68,352$8.53M0.0%-78.1%0.020%
5/7/2026SEB Asset Management AB53,342$6.66M0.0%N/A0.016%
5/7/2026Swiss National Bank766,100$95.61M0.1%+7.1%0.230%
5/7/2026Spartan Wealth Advisory Services LLC7,036$878K0.1%N/A0.002%
5/7/2026WealthTrust Asset Management LLC2,000$250K0.1%N/A0.001%
5/6/2026Freemont Management S.A.27,200$3.40M0.5%N/A0.008%
5/6/2026California Public Employees Retirement System388,298$48.46M0.0%-17.5%0.116%
5/6/2026MTM Investment Management LLC440$55K0.0%-82.0%0.000%
5/6/2026Kera Capital Partners Inc.2,205$275K0.0%-5.0%0.001%
5/6/2026Cornerstone Planning Group LLC690$86K0.0%+161.4%0.000%
5/6/2026Assetmark Inc.985$123K0.0%+154.5%0.000%
5/6/2026AXS Investments LLC3,415$426K0.2%-11.9%0.001%
5/6/2026SteelPeak Wealth LLC6,096$761K0.0%N/A0.002%
5/6/2026Allspring Global Investments Holdings LLC1,720$211K0.0%N/A0.001%
5/6/2026Independent Financial Group LLC51,269$6.40M0.2%N/A0.015%
5/5/2026Wealthfront Advisers LLC33,780$4.22M0.0%-5.4%0.010%
5/5/2026D.A. Davidson & CO.30,929$3.86M0.0%N/A0.009%
5/5/2026Navigation Group LLC2,146$268K0.1%N/A0.001%
5/5/2026SKY Mountain Capital Management Inc.13,382$1.67M1.2%-1.0%0.004%
5/5/2026Geneos Wealth Management Inc.8,667$1.08M0.0%+17.7%0.003%
5/5/2026NFSG Corp10,973$1.37M0.2%+21.9%0.003%
5/5/2026Sanctuary Advisors LLC15,132$1.89M0.0%-53.7%0.005%
5/5/2026Sterling Investment Advisors Ltd.6,603$824K0.1%+24.4%0.002%
5/5/2026Sigma Planning Corp9,670$1.21M0.0%+30.3%0.003%
5/5/2026Nwam LLC5,462$682K0.0%+27.9%0.002%
5/5/2026Maryland State Retirement & Pension System15,806$1.97M0.0%+20.0%0.005%
5/5/2026Avantax Planning Partners Inc.2,294$286K0.0%+8.9%0.001%
5/4/2026ABC Arbitrage SA3,073$384K0.1%+131.1%0.001%
5/4/2026AMG National Trust Bank11,070$1.38M0.0%+218.6%0.003%
5/4/2026Bleakley Financial Group LLC12,800$1.60M0.0%N/A0.004%
5/4/2026WJ Financial Advisors LLC1,605$200K0.2%N/A0.000%
5/4/2026Principal Financial Group Inc.3,579$447K0.0%-10.4%0.001%
5/4/2026Chicago Partners Investment Group LLC17,368$2.17M0.0%+5.6%0.005%
5/4/2026Abound Financial LLC4,256$531K0.2%-4.6%0.001%
5/4/2026Lifeworks Advisors LLC5,921$739K0.1%+2.0%0.002%
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A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big Tech and Washington policymakers. It can be trucked to a data center, military base, or industrial site and deliver reliable power for years without grid access. A key government milestone expected this August could bring significant visibility to this space. One small stock sits at the center of it.tc pixel

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5/2/2026CAP Partners LLC21,068$2.63M1.5%+1.1%0.006%
5/2/2026International Assets Investment Management LLC3,203$393K0.0%+40.9%0.001%
5/2/2026Diversify Wealth Management LLC1,958$244K0.0%N/A0.001%
5/1/2026180 Wealth Advisors LLC1,985$248K0.0%-8.4%0.001%
5/1/2026Citizens Financial Group Inc. RI5,171$645K0.0%-3.8%0.002%
5/1/2026Fifth Third Bancorp4,974$621K0.0%+78.3%0.001%
5/1/2026Sovran Advisors LLC14,143$1.77M0.1%+26.9%0.004%
5/1/2026Simplicity Wealth LLC4,484$560K0.0%+10.1%0.001%
5/1/2026Candriam S.C.A.18,454$2.30M0.0%+3.0%0.006%
5/1/2026Sequoia Financial Advisors LLC12,716$1.59M0.0%+71.2%0.004%


MSTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,227 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 1,161 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 47,241,960 shares in the last 24 months. This purchase volume represents approximately $10.37B in transactions.

Of the 435 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 71,388,756 shares in the last 24 months. This volume of shares sold represents approximately $12.89B in transactions.


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This page (NASDAQ:MSTR) was last updated on 7/6/2026 by MarketBeat.com Staff.
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