Strategy MSTR Institutional Ownership

NASDAQ MSTR

$151.28 +8.04 (+5.61%)

As of: Oct 15, 2026 · 3:59 PM EDT

Institutions by Trading Activity

865 Institutions

Increased 500 57.8%

Unchanged 109 12.6%

Reduced 256 29.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

57.88%

▲+2.63 pp QoQ

Shares Held by Institutions

215.10Mn

of 371.60Mn outstanding

▲+12.54% QoQ

Shares Outstanding

371.60Mn

156.50Mn held outside 13F filers

Institutional Investors

865

filed 13F for Jun 2026

▼-75 vs prior quarter

Net Shares Added (QoQ)

+23.97Mn

accumulated since last quarter

Value of Holdings

$30.81Bn

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

Updated Oct 11, 2026

Strategy Inc (NASDAQ:MSTR) had 865 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

Together they owned 57.88% of the outstanding stock in Q2 2026, up from 55.25% a quarter earlier.
Total shares held in Strategy rose 12.54% from Q1 2026, while the number of holders fell 25.24% from Q2 2025.
Of the 865 holders of MSTR in Q2 2026, 500 added to their positions, 256 reduced their stakes and 109 left their positions unchanged.
The aggregate institutional position in Strategy was 215.1Mn shares at the end of Q2 2026, up 23.97Mn from the prior quarter and up 86.95Mn from a year earlier.
Capital International Investors held the largest position in MSTR at 36.12Mn shares as of June 30, 2026, or 9.72% of shares outstanding.
Among existing holders, the largest additions to Strategy in Q2 2026 came from Invesco Ltd. (+7.21Mn shares), Capital International Investors (+4.68Mn shares), Goldman Sachs Group Inc (+4.02Mn shares), Jane Street Group, LLC (+2.48Mn shares) and BlackRock, Inc. (+2.38Mn shares).
Among holders that kept a stake in Strategy, the biggest sellers in Q2 2026 were Capital Research Global Investors (-4.62Mn shares), Bank of America Corp (-2.79Mn shares), Marex Group Ltd (-1.94Mn shares), UBS Group AG (-1.36Mn shares) and Citadel Advisors LLC (-1.1Mn shares).
Per Business Quant, the top 10 investors in MSTR for the quarter ended June 30, 2026 were Capital International Investors (36.12Mn shares), BlackRock, Inc. (20.13Mn shares), Vanguard Portfolio Management LLC (15.35Mn shares), Vanguard Capital Management LLC (14.94Mn shares), Morgan Stanley (9.39Mn shares), Invesco Ltd. (9.34Mn shares), State Street Corp (7.69Mn shares), Goldman Sachs Group Inc (5.81Mn shares), Capital World Investors (5.05Mn shares) and UBS Group AG (4.95Mn shares).

Form 13F Holdings

935 Institutional Holders

Report period 30 Jun, 2026

Total shares held 215.10Mn

Of outstanding 57.88%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Capital International Investors	0001562230	34,902,002	9.39%	▲3,460,241	+11.01%	$3.03Bn
2	BlackRock, Inc.	0002012383	19,394,284	5.22%	▲1,640,399	+9.24%	$1.69Bn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	15,353,408	4.13%	▲611,701	+4.15%	$1.33Bn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	14,938,599	4.02%	▲861,087	+6.12%	$1.30Bn
5	Invesco Ltd.	0000914208	9,340,682	2.51%	▲7,208,791	+338.14%	$811.99Mn
6	Morgan Stanley	0000895421	9,330,454	2.51%	▲44,440	+0.48%	$811.10Mn
7	State Street Corp	0000093751	7,527,561	2.03%	▲506,635	+7.22%	$654.37Mn
8	Goldman Sachs Group Inc	0000886982	5,810,162	1.56%	▲4,023,500	+225.20%	$505.08Mn
9	UBS Group AG	0001610520	4,943,411	1.33%	▼1,367,953	-21.67%	$429.73Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	4,606,751	1.24%	▼49,114	-1.05%	$399.30Mn
11	Capital World Investors	0001422849	4,310,934	1.16%	▲28,826	+0.67%	$374.76Mn
12	NORGES BANK	0001374170	3,979,476	1.07%	▲3,979,476	0.00%	$345.94Mn
13	Harvest Portfolios Group Inc.	0001923739	3,121,927	0.84%	▲442,159	+16.50%	$271.39Mn
14	Capital Research Global Investors	0001422848	2,993,437	0.81%	▼4,622,272	-60.69%	$260.25Mn
15	JANE STREET GROUP, LLC	0001595888	2,677,622	0.72%	▲2,467,789	+1,176.07%	$232.77Mn
16	RENAISSANCE TECHNOLOGIES LLC	0001037389	2,553,692	0.69%	▲422,811	+19.84%	$221.99Mn
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	2,520,930	0.68%	▲1,238,294	+96.54%	$219.14Mn
18	VANGUARD FIDUCIARY TRUST CO	0000933478	2,094,345	0.56%	▲144,587	+7.42%	$182.06Mn
19	Wells Fargo & Company/Mn	0000072971	1,994,253	0.54%	▲1,268,276	+174.70%	$173.36Mn
20	Northern Trust Corp	0000073124	1,831,554	0.49%	▲69,540	+3.95%	$159.22Mn

Showing 1 to 20 of 935 holders