Strategy Ownership | Who Owns Strategy?
Strategy Ownership Summary
Strategy is owned by 15.00% institutional investors, 0.18% insiders, and 84.82% retail investors. Vanguard group is the largest institutional shareholder, holding 8.84% of MSTR shares. American Funds Growth Fund of Amer A is the top mutual fund, with 5.43% of its assets in Strategy shares.
MSTR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Strategy | 15.00% | 0.18% | 84.82% |
| Sector | Technology Stocks | 35.28% | 13.10% | 51.62% |
| Idea | Artificial Intelligence Stocks List | 41.49% | 5.15% | 53.35% |
| Idea | ChatGPT Stocks List | 44.55% | 6.05% | 49.40% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 24.06M | 8.84% | $3.66B |
| Capital investors | 20.61M | 7.01% | $3.13B |
| Blackrock | 881.08K | 5.12% | $1.21B |
| Blackrock funding, inc. /de | 14.61M | 4.97% | $2.22B |
| Morgan stanley | 9.38M | 3.38% | $1.43B |
| Capital research global investors | 7.01M | 2.38% | $1.06B |
| State street | 5.99M | 2.25% | $1.93B |
| Clear street | 5.97M | 2.25% | $2.41B |
| Ubs group | 5.76M | 2.12% | $875.27M |
| Clear street group | 4.78M | 1.80% | $1.54B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cantor fitzgerald, l. p. | 4.01M | 11.36% | $1.29B |
| Blkbrd asset management, lp | 115.48K | 10.37% | $37.21M |
| Clear street | 5.97M | 9.63% | $2.41B |
| Shariaportfolio | 150.32K | 9.62% | $22.84M |
| Accuvest global advisors | 69.42K | 7.77% | $10.55M |
| Aspiring ventures | 143.79K | 7.43% | $21.85M |
| Capital wealth alliance | 44.70K | 7.16% | $14.40M |
| Harvest portfolios group | 2.11M | 5.58% | $320.63M |
| Weiss asset management lp | 1.39M | 5.42% | $447.41M |
| Clear street group | 4.78M | 5.25% | $1.54B |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Clear street | 5.97M | 9.63% | 5.97M |
| Capital investors | 20.61M | 0.49% | 5.60M |
| Clear street group | 4.78M | 5.25% | 4.78M |
| Vanguard group | 24.06M | 0.05% | 4.18M |
| Norges bank | 3.53M | 0.06% | 3.53M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Clear street derivatives | - | - | -5.28M |
| Jpmorgan chase | 498.54K | 0.00% | -1.88M |
| Susquehanna group, llp | 1.05M | 0.05% | -1.70M |
| Price t rowe associates inc /md/ | 470.59K | 0.02% | -1.13M |
| Weiss asset management lp | 1.39M | 5.42% | -820.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Clear street group | 4.78M | 5.25% | 4.78M | $1.54B |
| Norges bank | 3.53M | 0.06% | 3.53M | $536.14M |
| Canada pension plan investment board | 393.32K | 0.09% | 393.32K | $126.73M |
| Point72 europe (london) llp | 186.60K | 2.94% | 186.60K | $60.13M |
| Ursa fund management | 169.10K | 3.68% | 169.10K | $48.97M |
Sold Out
| Holder | Change |
|---|---|
| Proathlete wealth management | -2.00 |
| Gradient investments | -2.00 |
| Migdal insurance & financial | -2.00 |
| Country trust bank | -2.00 |
| Bear mountain capital | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 440 | -64.91% | 40,826,174 | -70.79% | 15 | 0.54% | 208 | -66.98% | 158 | -53.39% |
| Sep 30, 2025 | 656 | -49.19% | 33,271,833 | -73.79% | 12 | 0.55% | 342 | -54.09% | 186 | -32.85% |
| Jun 30, 2025 | 1,282 | 13.45% | 135,576,621 | 11.82% | 50 | 2.28% | 741 | 12.10% | 272 | 15.74% |
| Mar 31, 2025 | 14 | -98.74% | 140,442 | -99.87% | - | 0.00% | 5 | -99.34% | 2 | -99.00% |
| Dec 31, 2024 | 979 | 32.12% | 99,588,992 | 8.32% | 50 | 2.32% | 674 | 3.22% | 171 | 2037.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds Growth Fund of Amer A | 18.11M | 5.43% | 6.63M |
| Capital Group Growth Fnd of Amer Comp | 18.11M | 5.43% | 6.63M |
| Vanguard Total Stock Mkt Idx Inv | 8.43M | 2.53% | 18.08K |
| Vanguard US Total Market Shares ETF | 5.54M | 2.13% | 545.66K |
| Capital Group Fundamental Invtrs Comp | 6.01M | 1.80% | 1.75M |
| American Funds Fundamental Invs A | 6.01M | 1.80% | 1.75M |
| Invesco QQQ Trust | 5.72M | 1.72% | -12.70K |
| T-REX 2X Long MSTR Daily Target ETF | 5.05M | 1.51% | 561.14K |
| Vanguard Small Cap Index | 2.20M | 0.96% | 12.90K |
| Vanguard Mid Cap Index Institutional | 2.90M | 0.87% | -14.57K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 20, 2026 | Dietze Jane A | - | Buy | $99.48K |
| Jan 12, 2026 | RICKERTSEN CARL J | - | Buy | $779.39K |
| Jan 08, 2026 | Le Phong | President & CEO | Buy | $1.20K |
| Nov 21, 2025 | Dietze Jane A | - | Buy | $104.81K |
| Nov 19, 2025 | Shao Wei-Ming | EVP & General Counsel | Sell | $525.25K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 3 | - |
| 2025 Q4 | 3 | 29 |
| 2025 Q3 | 12 | 45 |
| 2025 Q2 | 5 | 71 |
| 2025 Q1 | 3 | 11 |
MSTR Ownership FAQ
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