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Strategy (MSTR) Institutional Ownership

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$143.24 -8.94 (-5.87%)
Closing price 04:00 PM Eastern
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$141.74 -1.50 (-1.05%)
As of 07:59 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)
651
Total
Institutional Inflows
(last 12 months)
$7.01B
Number of
Institutional Sellers
(last 12 months)
350
Total
Institutional Outflows
(last 12 months)
$11.54B
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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
10/14/2026Western Financial Corp CA23,415$3.59M1.2%N/A0.006%
10/14/2026Sanders Morris Harris LLC3,500$552K0.1%N/A0.001%
10/14/2026Seelaus Asset Management LLC2,920$447K0.3%-6.1%0.001%
10/14/2026Fearless Solutions LLC dba Best Invest1,447$222K0.1%N/A0.000%
10/14/2026Citrine Capital LLC1,658$254K0.1%N/A0.000%
10/14/2026Cohen Capital Management Inc.2,637$404K0.1%N/A0.001%
10/14/2026Signal Advisors Wealth LLC14,906$2.28M0.1%+30.4%0.004%
10/14/2026Foster Group Inc.1,613$247K0.0%N/A0.000%
10/14/2026B. Riley Wealth Advisors Inc.5,759$882K0.0%-4.7%0.001%
10/14/2026Krilogy Financial LLC3,524$538K0.0%+14.3%0.001%
10/13/2026TL Private Wealth1,860$284K0.1%N/A0.000%
10/13/2026Sullivan Wood Capital Management LLC9,450$1.45M2.1%+35.0%0.002%
10/13/2026Avior Wealth Management LLC9,089$1.39M0.0%+3.7%0.002%
10/13/2026Consolidated Capital Management LLC1,600$245K0.1%N/A0.000%
10/9/2026GK Wealth Management LLC449$69K0.0%N/A0.000%
10/9/2026Thryve Wealth Management LLC1,784$273K0.2%N/A0.000%
10/9/2026Wedmont Private Capital2,845$431K0.0%+29.7%0.001%
10/9/2026GAMMA Investing LLC2,036$312K0.0%+45.2%0.001%
10/8/2026REX Advisers LLC6,100$943K4.2%N/A0.002%
10/8/2026Farther Finance Advisors LLC14,162$2.17M0.0%+0.5%0.004%
10/8/2026CoreCap Advisors LLC8,511$1.30M0.0%+30.3%0.002%
10/8/2026Titleist Asset Management LLC33,173$5.08M0.3%+5.8%0.009%
10/8/2026Everhart Financial Group Inc.5,241$802K0.0%N/A0.001%
10/8/2026Quintet Private Bank Europe S.A.350$54K0.0%+100.0%0.000%
10/8/2026Kessler Investment Group LLC37,335$5.72M2.6%-6.5%0.010%
10/7/2026Venture Visionary Partners LLC11,084$1.70M0.0%N/A0.003%
10/7/2026Weaver Consulting Group3,211$492K0.1%+3.4%0.001%
10/5/2026Rosenberg Matthew Hamilton341$52K0.0%N/A0.000%
10/2/2026 CX Institutional2,911$446K0.0%+25.7%0.001%
10/2/2026 Versant Capital Management Inc1,550$237K0.0%+82.1%0.000%
10/1/2026 Doliver Advisors LP1,312$201K0.0%N/A0.000%
9/23/2026QRG Capital Management Inc.6,258$544K0.0%+4.1%0.002%
9/22/2026State Street Corp7,527,561$654.37M0.0%+7.2%1.959%
9/9/2026The Manufacturers Life Insurance Company18,154$1.58M0.0%+11.2%0.005%
9/9/2026Capstone Financial Advisors Inc.6,107$531K0.0%-62.4%0.002%
9/9/2026IPG Investment Advisors LLC5,500$478K0.1%+7.3%0.001%
9/9/2026MCF Advisors LLC407$35K0.0%-19.7%0.000%
9/9/2026National Pension Service907,442$78.88M0.1%+10.4%0.236%
9/9/2026WINTON GROUP Ltd9,500$826K0.0%N/A0.002%
9/9/2026Engineers Gate Manager LP2,840$247K0.0%N/A0.001%
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9/9/2026Integrated Wealth Concepts LLC12,321$1.07M0.0%+8.6%0.003%
9/9/2026NewEdge Advisors LLC67,705$5.89M0.0%-11.3%0.018%
9/9/2026Baird Financial Group Inc.18,147$1.58M0.0%+10.3%0.005%
9/9/2026Sterling Investment Advisors Ltd.5,673$493K0.1%-14.1%0.001%
9/8/2026Allworth Financial LP4,782$416K0.0%+30.4%0.001%
9/8/2026Arizona State Retirement System72,439$6.30M0.0%+1.3%0.019%
9/8/2026Waverly Advisors LLC4,676$407K0.0%+20.9%0.001%
9/8/2026Nykredit A S27,417$2.38M0.0%N/A0.007%
8/27/2026Corient Private Wealth LP69,499$6.04M0.0%+39.5%0.018%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al100,396$8.73M0.1%N/A0.026%
8/23/2026Readystate Asset Management LP8,044$699K0.0%-50.0%0.002%
8/23/2026Ameritas Advisory Services LLC926$28K0.0%N/A0.000%
8/23/2026Ameritas Advisory Services LLC13,400$1.17M0.0%N/A0.003%
8/23/2026Wedmont Private Capital2,194$208K0.0%-53.8%0.001%
8/23/2026Kintra Wealth LLC5,846$508K0.0%+14.1%0.002%
8/23/2026Beaird Harris Wealth Management LLC42,138$3.66M0.2%-7.4%0.011%
8/23/2026Operose Advisors LLC1,661$144K0.0%N/A0.000%
8/23/2026HB Wealth Management LLC3,093$269K0.0%-36.5%0.001%
8/23/2026Chokshi & Queen Wealth Advisors Inc13,850$1.20M0.6%-22.3%0.004%
8/22/2026Turner Financial Group Inc.6,057$527K0.5%N/A0.002%
8/22/2026Raiffeisen Bank International AG5,980$554K0.0%+3,080.9%0.002%
8/22/2026TD Waterhouse Canada Inc.815$76K0.0%+25.8%0.000%
8/22/2026Concurrent Investment Advisors LLC3,770$328K0.0%-51.9%0.001%
8/22/2026NEOS Investment Management LLC183,301$15.93M0.1%+29.0%0.048%
8/21/2026Beacon Capital Management LLC5,810$505K0.1%+2.3%0.002%
8/21/2026Continuum Advisory LLC300$26K0.0%N/A0.000%
8/21/2026Nykredit A S27,417$2.38M0.0%N/A0.007%
8/21/2026B. Metzler seel. Sohn & Co. AG6,436$559K0.0%-24.7%0.002%
8/21/2026Tsfg LLC2,028$176K0.0%-15.3%0.001%
8/21/2026Secure Asset Management LLC20,238$1.76M0.3%+1.1%0.005%
8/20/2026Nwam LLC6,248$543K0.0%+14.4%0.002%
8/20/2026Headlands Technologies LLC5,750$500K0.1%-93.9%0.001%
8/20/2026Quantitative Investment Management LLC60,596$5.27M0.6%N/A0.016%
8/20/2026Ancora Advisors LLC290$25K0.0%+111.7%0.000%
8/18/2026Public Employees Retirement System of Ohio121,962$10.60M0.0%N/A0.032%
8/10/2026Sound Financial Strategies Group LLC51,323$1.69M1.1%N/A0.013%
7/10/2026Abound Wealth Management1,057$92K0.0%+41.5%0.000%
7/10/2026E. Ohman J or Asset Management AB6,763$588K0.0%-27.0%0.002%
7/10/2026Handelsbanken Fonder AB106,522$9.26M0.0%+28.8%0.030%
7/10/2026Wealthcare Advisory Partners LLC7,857$683K0.0%+4.4%0.002%
7/8/2026Beaird Harris Wealth Management LLC42,138$3.66M0.2%-7.4%0.012%
7/8/2026Teamwork Financial Advisors LLC19,515$1.70M0.2%+25.3%0.005%
7/8/2026Assenagon Asset Management S.A.6,922$602K0.0%-17.0%0.002%
7/7/2026180 Wealth Advisors LLC4,849$422K0.0%+144.3%0.001%
7/7/2026Dynamic Advisor Solutions LLC9,266$805K0.0%-7.5%0.003%
7/7/2026GAMMA Investing LLC1,402$122K0.0%-23.4%0.000%
7/7/2026Avior Wealth Management LLC8,764$762K0.0%-12.4%0.003%
7/7/2026CoreCap Advisors LLC6,531$568K0.0%+123.6%0.002%
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%
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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%


MSTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,219 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 1,149 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 39,851,562 shares in the last 24 months. This purchase volume represents approximately $7.01B in transactions.

Of the 348 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 68,149,182 shares in the last 24 months. This volume of shares sold represents approximately $11.54B 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 10/14/2026. New 13F filings are added each quarter as they're published.
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