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Strategy (MSTR) Institutional Ownership

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$186.82 -0.08 (-0.04%)
Closing price 04:00 PM Eastern
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$186.06 -0.76 (-0.41%)
As of 05:35 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)
811
Total
Institutional Inflows
(last 12 months)
$10.14B
Number of
Institutional Sellers
(last 12 months)
425
Total
Institutional Outflows
(last 12 months)
$12.10B
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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
5/6/2026AXS 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%
5/5/2026 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%
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%
4/29/2026 Swedbank AB82,312$10.27M0.0%+3.6%0.025%
4/29/2026 Walser Wealth Management Company A Ltd Liability Co6,310$787K0.4%+13.1%0.002%
4/28/2026 Westfuller Advisors LLC202$25K0.0%N/A0.000%
4/28/2026 Abel Hall LLC1,640$205K0.0%N/A0.000%
4/28/2026 Ascentis Independent Advisors706$88K0.0%N/A0.000%
4/28/2026 Steigerwald Gordon & Koch Inc.605$76K0.0%+1,160.4%0.000%
4/28/2026 Pennsylvania Capital Management Inc. ADV2,611$326K0.1%-23.9%0.001%
4/28/2026 Praxis Investment Management Inc.3,884$485K0.0%N/A0.001%
4/28/2026 V Square Quantitative Management LLC374$47K0.0%N/A0.000%
4/28/2026 Vivid Wealth Management LLC16,264$2.03M0.8%+16.3%0.005%
4/28/2026 QRG Capital Management Inc.6,011$750K0.0%-80.6%0.002%
4/27/2026 HB Wealth Management LLC4,872$608K0.0%+63.9%0.001%
4/27/2026 PFG Investments LLC7,134$890K0.0%+12.9%0.002%
4/27/2026 Baer Investment Advisory LLC2,364$295K0.0%N/A0.001%
4/27/2026 World Investment Advisors8,711$1.09M0.0%-4.8%0.003%
4/27/2026 Canal Capital Management LLC2,653$331K0.0%+64.3%0.001%
4/27/2026 Private Advisor Group LLC48,866$6.10M0.0%-32.1%0.015%
4/27/2026 Elevation Point Wealth Partners LLC1,795$224K0.0%N/A0.001%
4/25/2026 Strs Ohio93,570$11.68M0.0%+6.7%0.028%
4/25/2026 KPP Advisory Services LLC14,925$1.86M0.3%-0.5%0.004%
4/24/2026 Prospect Financial Services LLC2,461$307K0.2%-16.8%0.001%
4/24/2026 Argent Advisors Inc.10,500$1.31M0.4%+5.0%0.003%
4/24/2026 USS Investment Management Ltd45,516$5.69M0.0%+2.6%0.014%
4/24/2026 IFM Investors Pty Ltd52,880$6.60M0.1%+4.5%0.016%
4/24/2026 Acorn Financial Advisory Services Inc. ADV34,065$4.25M0.6%-9.8%0.010%
4/24/2026 iA Global Asset Management Inc.37,708$4.71M0.1%+13.3%0.011%
4/23/2026 Daviman Financial LLC2,437$304K0.2%-63.5%0.001%
4/23/2026 Powell Investment Advisors LLC1,714$214K0.1%N/A0.001%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 84,810$10.58M0.1%+0.1%0.025%
4/23/2026 Tred Avon Family Wealth LLC6,194$773K0.3%-30.5%0.002%
4/23/2026 Apollon Wealth Management LLC24,818$3.10M0.1%+17.0%0.007%
4/23/2026 Formidable Asset Management LLC4,155$519K0.1%+11.8%0.001%
4/22/2026 Janney Montgomery Scott LLC18,579$2.32M0.0%-11.2%0.006%
4/22/2026 Citrine Capital LLC1,658$207K0.1%+5.0%0.000%
4/22/2026 Pictet Asset Management Holding SA100,490$12.54M0.0%-5.5%0.030%
4/22/2026 Realta Investment Advisors18,832$2.35M0.8%+13.4%0.006%
4/22/2026 Sterling Capital Management LLC970$121K0.0%-9.5%0.000%
4/22/2026 Venturi Wealth Management LLC12,878$1.61M0.1%+188.7%0.004%
4/21/2026 Aaron Wealth Advisors LLC1,965$245K0.0%-17.2%0.001%
4/21/2026 Louisiana State Employees Retirement System20,600$2.57M0.0%N/A0.006%
4/21/2026 Fiduciary Alliance LLC49,518$6.18M0.4%+6.4%0.015%
4/20/2026 Kestra Private Wealth Services LLC25,717$3.21M0.0%+19.7%0.008%
4/20/2026 Ritholtz Wealth Management4,254$531K0.0%N/A0.001%
4/20/2026 Tanager Wealth Management LLP1,731$216K0.0%-15.5%0.001%
4/20/2026 Blue Trust Inc.748$93K0.0%+32.9%0.000%
4/20/2026 OP Asset Management Ltd26,657$3.33M0.0%N/A0.008%
4/20/2026 Banque Cantonale Vaudoise5,193$648K0.0%-17.4%0.002%
4/20/2026 Assenagon Asset Management S.A.8,338$1.04M0.0%-1.3%0.002%
4/18/2026 CENTRAL TRUST Co3,962$494K0.0%-1.6%0.001%
4/17/2026 Krilogy Financial LLC2,828$353K0.0%+15.7%0.001%
4/17/2026 Andina Capital Management LLC9,011$1.13M1.0%+74.6%0.003%
4/17/2026 Signal Advisors Wealth LLC7,959$993K0.1%+9.2%0.002%
4/17/2026 Discipline Wealth Solutions LLC3,925$490K0.1%+80.5%0.001%
4/17/2026 AdvisorNet Financial Inc4,922$614K0.0%+18.7%0.001%
4/17/2026 Anchyra Partners LLC2,762$345K0.1%+9.0%0.001%
4/17/2026 PKO Investment Management Joint Stock Co5,000$624K0.1%-72.2%0.001%
4/17/2026 Brookstone Capital Management2,395$299K0.0%-84.3%0.001%


MSTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MSTR shares?

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), Amundi ($727.95M), Geode Capital Management LLC ($592.83M), and Norges Bank ($536.14M).Learn more on Strategy's institutional investors.

What percentage of Strategy's stock is owned by institutional investors?

59.84% of Strategy's stock is owned by institutional investors. Learn more on MSTR's institutional investor holdings.

Which institutional investors have been buying Strategy's stock?

Of the 1,154 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 ($6.22M), Vanguard Group Inc. ($5.92M), Amundi ($5.60M), Capital Research Global Investors ($3.86M), Geode Capital Management LLC ($2.97M), and Harvest Portfolios Group Inc. ($1.86M).

How much institutional buying is happening at Strategy?

Institutional investors have bought a total of 45,158,485 shares in the last 24 months. This purchase volume represents approximately $10.14B in transactions.

Which of Strategy's major shareholders have been selling company stock?

Of the 425 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), Bank of Nova Scotia ($5.00M), Vanguard Group Inc. ($2.05M), Clear Street Group Inc. ($1.85M), and Amundi ($772.62K).

How much institutional selling is happening at Strategy?

Institutional investors have sold a total of 64,909,061 shares in the last 24 months. This volume of shares sold represents approximately $12.10B in transactions.


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This page (NASDAQ:MSTR) was last updated on 5/6/2026 by MarketBeat.com Staff.
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