Strategy Ownership | Who Owns Strategy?


OverviewForecastRevenueFinancialsChartTranscripts

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 6.84% of its assets in Strategy shares.

MSTR Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockStrategy15.00%0.18%84.82%
SectorTechnology Stocks 35.36%13.13%51.51%
IdeaArtificial Intelligence Stocks List41.49%5.15%53.35%
IdeaChatGPT Stocks List44.55%6.05%49.40%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group24.06M8.84%$3.66B
Capital investors20.61M7.01%$3.13B
Blackrock881.08K5.12%$1.21B
Blackrock funding, inc. /de14.61M4.97%$2.22B
Morgan stanley9.38M3.38%$1.43B
Capital research global investors7.01M2.38%$1.06B
State street5.99M2.25%$1.93B
Clear street5.97M2.25%$2.41B
Ubs group5.76M2.12%$875.27M
Clear street group4.78M1.80%$1.54B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Cantor fitzgerald, l. p.4.01M11.36%$1.29B
Blkbrd asset management, lp115.48K10.37%$37.21M
Clear street5.97M9.63%$2.41B
Shariaportfolio150.32K9.62%$22.84M
Accuvest global advisors69.42K7.77%$10.55M
Aspiring ventures143.79K7.43%$21.85M
Capital wealth alliance44.70K7.16%$14.40M
Harvest portfolios group2.11M5.58%$320.63M
Weiss asset management lp1.39M5.42%$447.41M
Clear street group4.78M5.25%$1.54B

Top Buyers

HolderShares% AssetsChange
Clear street5.97M9.63%5.97M
Capital investors20.61M0.49%5.60M
Clear street group4.78M5.25%4.78M
Vanguard group24.06M0.05%4.18M
Norges bank3.53M0.06%3.53M

Top Sellers

HolderShares% AssetsChange
Clear street derivatives---5.28M
Jpmorgan chase498.54K0.00%-1.88M
Susquehanna group, llp1.05M0.05%-1.70M
Price t rowe associates inc /md/470.59K0.02%-1.13M
Weiss asset management lp1.39M5.42%-820.32K

New Positions

HolderShares% AssetsChangeValue
Clear street group4.78M5.25%4.78M$1.54B
Norges bank3.53M0.06%3.53M$536.14M
Canada pension plan investment board393.32K0.09%393.32K$126.73M
Point72 europe (london) llp186.60K2.94%186.60K$60.13M
Ursa fund management169.10K3.68%169.10K$48.97M

Sold Out

HolderChange
Gradient investments-2.00
Migdal insurance & financial-2.00
Country trust bank-2.00
Proathlete wealth management-2.00
Bear mountain capital-2.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2025440-64.91%40,826,174-70.79%150.54%208-66.98%158-53.39%
Sep 30, 2025656-49.19%33,271,833-73.79%120.55%342-54.09%186-32.85%
Jun 30, 20251,28213.45%135,576,62111.82%502.28%74112.10%27215.74%
Mar 31, 202514-98.74%140,442-99.87%-0.00%5-99.34%2-99.00%
Dec 31, 202497932.12%99,588,9928.32%502.32%6743.22%1712037.50%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
American Funds Growth Fund of Amer A23.68M6.84%5.57M
Capital Group Growth Fnd of Amer Comp23.68M6.84%5.57M
Capital Group Fundamental Invtrs Comp10.33M2.98%4.32M
American Funds Fundamental Invs A10.33M2.98%4.32M
Vanguard Total Stock Mkt Idx Inv9.98M2.88%1.51M
Vanguard US Total Market Shares ETF5.54M2.13%545.66K
Vanguard Mid Cap Index Institutional6.79M1.96%3.88M
Invesco QQQ Trust6.62M1.91%-2.05K
T-REX 2X Long MSTR Daily Target ETF5.53M1.60%-211.65K
American Funds IS® Growth 13.79M1.09%1.36M

Recent Insider Transactions


DateNameRoleActivityValue
Apr 22, 2026Patten Jarrod M-Sell$89.81K
Apr 22, 2026Patten Jarrod M-Sell$87.50K
Apr 22, 2026Patten Jarrod M-Sell$89.00K
Apr 22, 2026Patten Jarrod M-Sell$90.00K
Apr 20, 2026Patten Jarrod M-Sell$165.42K

Insider Transactions Trends


DateBuySell
2026 Q2-14
2026 Q1415
2025 Q4329
2025 Q31245
2025 Q2571

MSTR Ownership FAQ


Who owns the most shares of Strategy?

Strategy’s largest shareholders are Vanguard group (24.06M shares, 8.84%), Capital investors (20.61M shares, 7.01%), and Blackrock (881.08K shares, 5.12%). Together, they hold 20.98% of Strategy’s total shares outstanding.

Does Blackrock own Strategy?

Yes, BlackRock owns 5.12% of Strategy, totaling 881.08K shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.21B$. In the last quarter, BlackRock decreased its holdings by -361K shares, a -29.05% change.

Who is Strategy’s biggest shareholder by percentage of total assets invested?

Cantor fitzgerald, l. p is Strategy’s biggest shareholder by percentage of total assets invested, with 11.36% of its assets in 4.01M Strategy shares, valued at 1.29B$.

Who is the top mutual fund holder of Strategy shares?

American Funds Growth Fund of Amer A is the top mutual fund holder of Strategy shares, with 6.84% of its total shares outstanding invested in 23.68M Strategy shares.

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