Strategy MSTR Institutional Ownership

NASDAQ MSTR

$142.80 -2.02 (-1.39%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

938 Institutions

Increased 520 55.4%

Unchanged 129 13.8%

Reduced 289 30.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

61.54%

▲+2.33 pp QoQ

Shares Held by Institutions

216.97Mn

of 352.53Mn outstanding

▲+13.31% QoQ

Shares Outstanding

352.53Mn

135.57Mn held outside 13F filers

Institutional Investors

938

filed 13F for Jun 2026

▼-96 vs prior quarter

Net Shares Added (QoQ)

+25.48Mn

accumulated since last quarter

Value of Holdings

$30.98Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Strategy Inc (NASDAQ:MSTR) has 938 institutional investors with active 13F positions as of June 2026.

Their combined ownership stood at 61.5% of outstanding shares in June 2026, up from 59.2% in March 2026.
They increased total shares held in MSTR by 13.31% quarter over quarter, and investors in Strategy decreased 24.72% from a year ago.
Activity in MSTR broke down as 520 buyers, 289 sellers, and 129 unchanged among 938 total holders.
In total, institutional investors held 216.97Mn shares in Strategy as of June 2026, up by 25.48Mn shares quarter on quarter, and up 70.75Mn shares year over year.
Capital International Investors holds the largest position in MSTR at 34.9Mn shares as of June 30, 2026, or 9.9% of shares outstanding.
The largest buyers of Strategy for the quarter ending June 2026 were Invesco Ltd. (7.21Mn), Goldman Sachs Group Inc (4.02Mn), NORGES BANK (3.98Mn), Capital International Investors (3.46Mn), JANE STREET GROUP, LLC (2.47Mn).
The largest sellers of Strategy for the quarter ending June 2026 were Capital Research Global Investors (4.62Mn), Bank Of America Corp /De/ (2.79Mn), Marex Group Ltd (1.94Mn), UBS Group AG (1.37Mn), CITADEL ADVISORS LLC (1.1Mn).
According to Business Quant data, leading holders of MSTR for June 2026 are Capital International Investors (34.9Mn), BlackRock, Inc. (19.39Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (15.35Mn), VANGUARD CAPITAL MANAGEMENT LLC (14.94Mn), Invesco Ltd. (9.34Mn), Morgan Stanley (9.33Mn), State Street Corp (7.53Mn), Goldman Sachs Group Inc (5.81Mn), UBS Group AG (4.94Mn), GEODE CAPITAL MANAGEMENT, LLC (4.61Mn).

Form 13F Holdings

938 Institutional Holders

Report period 30 Jun, 2026

Total shares held 216.97Mn

Of outstanding 61.54%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Capital International Investors	0001562230	34,902,002	9.90%	▲3,460,241	+11.01%	$3.03Bn
2	BlackRock, Inc.	0002012383	19,394,284	5.50%	▲1,640,399	+9.24%	$1.69Bn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	15,353,408	4.36%	▲611,701	+4.15%	$1.33Bn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	14,938,599	4.24%	▲861,087	+6.12%	$1.30Bn
5	Invesco Ltd.	0000914208	9,340,682	2.65%	▲7,208,791	+338.14%	$811.99Mn
6	Morgan Stanley	0000895421	9,330,454	2.65%	▲44,440	+0.48%	$811.10Mn
7	State Street Corp	0000093751	7,527,561	2.14%	▲506,635	+7.22%	$654.37Mn
8	Goldman Sachs Group Inc	0000886982	5,810,162	1.65%	▲4,023,500	+225.20%	$505.08Mn
9	UBS Group AG	0001610520	4,943,411	1.40%	▼1,367,953	-21.67%	$429.73Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	4,606,751	1.31%	▼49,114	-1.05%	$399.30Mn
11	Capital World Investors	0001422849	4,310,934	1.22%	▲28,826	+0.67%	$374.76Mn
12	NORGES BANK	0001374170	3,979,476	1.13%	▲3,979,476	0.00%	$345.94Mn
13	Harvest Portfolios Group Inc.	0001923739	3,121,927	0.89%	▲442,159	+16.50%	$271.39Mn
14	Capital Research Global Investors	0001422848	2,993,437	0.85%	▼4,622,272	-60.69%	$260.25Mn
15	JANE STREET GROUP, LLC	0001595888	2,677,622	0.76%	▲2,467,789	+1,176.07%	$232.77Mn
16	RENAISSANCE TECHNOLOGIES LLC	0001037389	2,553,692	0.72%	▲422,811	+19.84%	$221.99Mn
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	2,520,930	0.72%	▲1,238,294	+96.54%	$219.14Mn
18	VANGUARD FIDUCIARY TRUST CO	0000933478	2,094,345	0.59%	▲144,587	+7.42%	$182.06Mn
19	Wells Fargo & Company/Mn	0000072971	1,994,253	0.57%	▲1,268,276	+174.70%	$173.36Mn
20	Northern Trust Corp	0000073124	1,831,554	0.52%	▲69,540	+3.95%	$159.22Mn

Showing 1 to 20 of 938 holders