Strategy Ownership | Who Owns Strategy?
Strategy Ownership Summary
Strategy is owned by 63.06% institutional investors, 0.22% insiders, and 36.71% retail investors. Capital investors is the largest institutional shareholder, holding 10.45% of MSTR shares. American Funds Growth Fund of Amer A is the top mutual fund, with 6.84% of its assets in Strategy shares.
MSTR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Strategy | 63.06% | 0.22% | 36.71% |
| Sector | Technology Stocks | 78.08% | 15.01% | 6.91% |
| Idea | Artificial Intelligence Stocks List | 70.69% | 4.62% | 24.68% |
| Idea | ChatGPT Stocks List | 63.32% | 5.42% | 31.26% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Capital investors | 34.90M | 10.45% | $3.03B |
| Vanguard group | 24.06M | 8.84% | $3.66B |
| Blackrock funding, inc. /de | 19.39M | 5.81% | $1.69B |
| Blackrock | 881.08K | 5.12% | $1.21B |
| Vanguard capital management | 14.94M | 4.47% | $1.30B |
| Invesco | 9.34M | 2.80% | $811.99M |
| Morgan stanley | 9.33M | 2.79% | $811.10M |
| State street | 7.53M | 2.25% | $654.37M |
| Clear street | 5.97M | 2.25% | $2.41B |
| Goldman sachs group | 5.81M | 1.74% | $505.08M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Skybridge capital ii | 98.69K | 80.39% | $8.37M |
| Clear street | 5.97M | 9.63% | $2.41B |
| Shariaportfolio | 151.12K | 8.14% | $23.14M |
| Bitwise funds trust | 381.63K | 7.33% | $33.17M |
| Accuvest global advisors | 70.14K | 5.25% | $6.10M |
| Rex advisers | 6.10K | 4.47% | $943.49K |
| Clarity capital partners | 28.03K | 4.05% | $11.33M |
| Aspiring ventures | 189.25K | 4.00% | $16.45M |
| Caitong asset management | 334.22K | 3.99% | $29.05M |
| Strong tower advisory services | 147.13K | 3.96% | $22.52M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Clear street | 5.97M | 9.63% | 5.97M |
| Vanguard group | 24.06M | 0.05% | 4.18M |
| Goldman sachs group | 5.81M | 0.04% | 4.02M |
| Norges bank | 3.98M | 0.03% | 3.98M |
| Capital investors | 34.90M | 0.63% | 3.46M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Clear street derivatives | - | - | -5.28M |
| Capital research global investors | 2.99M | 0.04% | -4.62M |
| Bank of america corp /de/ | 1.18M | 0.01% | -2.79M |
| Marex group | 1.47M | 0.54% | -1.94M |
| Alberta investment management | - | - | -1.38M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.98M | 0.03% | 3.98M | $345.94M |
| Sixth street partners management company | 1.80M | 0.02% | 1.80M | $156.11M |
| Hrt financial lp | 1.37M | 0.22% | 1.37M | $119.44M |
| Bitwise funds trust | 381.63K | 7.33% | 381.63K | $33.17M |
| Imc-chicago | 294.90K | 0.01% | 294.90K | $25.64B |
Sold Out
| Holder | Change |
|---|---|
| Whipplewood advisors | -1.00 |
| Ross\johnson & associates | -1.00 |
| Quest 10 wealth builders | -1.00 |
| Img wealth management | -1.00 |
| Country trust bank | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 1,000 | -7.66% | 210,575,338 | 7.56% | 63 | 1.83% | 471 | -19.21% | 280 | 8.11% |
| Mar 31, 2026 | 1,040 | -9.57% | 185,412,447 | 10.16% | 63 | 1.65% | 562 | -1.40% | 249 | -26.76% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds Growth Fund of Amer A | 23.68M | 6.84% | 5.57M |
| Capital Group Growth Fnd of Amer Comp | 20.81M | 5.70% | -2.87M |
| American Funds Growth Fd of Amer A | 22.29M | 5.26% | 1.48M |
| Capital Group Fundamental Invtrs Comp | 11.51M | 3.69% | 1.17M |
| Vanguard Total Stock Mkt Idx Inv | 10.50M | 3.37% | 505.60K |
| Vanguard Morn Total Stk Mkt Idx Investor | 10.50M | 2.88% | 505.60K |
| American Funds Fundamental Invs A | 11.65M | 2.75% | 143.97K |
| T-REX 2X Long MSTR Daily Target ETF | 10.54M | 2.64% | 548.47K |
| Vanguard MStar Total Stk Mkt Idx Invest | 10.52M | 2.64% | -19.97K |
| Vanguard Mid Cap Index Institutional | 7.17M | 2.30% | 354.15K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 08, 2026 | Patten Jarrod M | - | Sell | $68.40K |
| Oct 09, 2026 | Patten Jarrod M | - | Sell | $70.20K |
| Oct 08, 2026 | Patten Jarrod M | - | Sell | $143.01K |
| Oct 09, 2026 | Patten Jarrod M | - | Sell | $69.51K |
| Oct 09, 2026 | Patten Jarrod M | - | Sell | $71.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q4 | - | 5 |
| 2026 Q3 | - | 17 |
| 2026 Q2 | 5 | 87 |
| 2026 Q1 | 4 | 15 |
| 2025 Q4 | 3 | 29 |
MSTR Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools