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Strategy (MSTR) Institutional Ownership

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$93.04 -4.06 (-4.18%)
Closing price 08/14/2026 04:00 PM Eastern
Extended Trading
$93.09 +0.05 (+0.06%)
As of 08/14/2026 08:00 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)
656
Total
Institutional Inflows
(last 12 months)
$6.96B
Number of
Institutional Sellers
(last 12 months)
361
Total
Institutional Outflows
(last 12 months)
$11.55B
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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
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%
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%
6/3/2026DV 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%
5/19/2026Bank 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%
5/18/2026 Amundi531,986$66.39M0.0%-88.9%0.152%
5/18/2026 EverSource Wealth Advisors LLC55,861$6.97M0.2%+6.2%0.016%
5/18/2026California 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 Company16,320$2.04M0.0%+14.0%0.005%
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5/16/2026 Quantinno Capital Management LP60,126$7.50M0.0%+88.2%0.017%
5/15/2026Cardiff Park Advisors LLC3,230$403K0.0%+54.3%0.001%
5/15/2026 OMERS 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%
5/14/2026 Renaissance 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%
5/14/2026 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%
5/14/2026Sei 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%
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%
5/6/2026California 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%
5/6/2026Kera 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%
5/5/2026NFSG Corp10,973$1.37M0.2%+21.9%0.003%
5/5/2026 Sanctuary Advisors LLC15,132$1.89M0.0%-53.7%0.005%
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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%


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), 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 1,152 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: 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 38,862,770 shares in the last 24 months. This purchase volume represents approximately $6.96B 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 68,073,595 shares in the last 24 months. This volume of shares sold represents approximately $11.55B 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 8/10/2026. New 13F filings are added each quarter as they're published.
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