Strategy Inc (MSTR) Institutional Ownership

Ownership Summary

Strategy Inc (NASDAQ:MSTR) currently has 284 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• The percentage of Strategy owned by institutions changed from 52.1% in September 2025 to 9.8% in December 2025, marking a slight down trend.
• The company experienced a 33.96% quarterly change in institutional shares held, alongside a decrease of 71.11% in total owners annually.
• Among the 284 institutional holders of Strategy, 139 added to their stakes while 102 trimmed their positions and 43 held steady.
• This class of investors increased its holdings in Strategy to 35.57Mn shares for the 13F-cycle ending December 2025, up by 9.02Mn shares quarter on quarter, and down 99.12Mn shares year over year.
• VANGUARD GROUP INC's holding of 24.06Mn shares as of December 31, 2025 makes it the primary institutional investor in Strategy, owning 6.60% of the stock.
• Among the most significant buyers of Strategy during December 2025 were VANGUARD GROUP INC (4.18Mn), UBS Group AG (4.07Mn), SG Americas Securities, LLC (507.43K), EXCHANGE TRADED CONCEPTS, LLC (123.55K), KBC Group NV (88.50K).
• Leading sellers of Strategy stock in December 2025 included KG&L Capital Management,LLC (37.28K), Teamwork Financial Advisors, LLC (33.09K), Robeco Institutional Asset Management B.V. (27.37K), NISA INVESTMENT ADVISORS, LLC (18.63K), Wealthfront Advisers LLC (17.86K).
• The top 10 institutional holders of Strategy for the quarter ending December 2025 included VANGUARD GROUP INC (24.06Mn), UBS Group AG (6.59Mn), SG Americas Securities, LLC (728.73K), Sumitomo Mitsui Trust Group, Inc. (606.63K), KBC Group NV (311.62K), EXCHANGE TRADED CONCEPTS, LLC (242.17K), SHARIAPORTFOLIO, INC. (150.32K), Aspiring Ventures, LLC (143.79K), Universal- Beteiligungs- und Servicegesellschaft mbH (134.97K), TB Alternative Assets Ltd. (132.80K).