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 | 78.07% | 14.90% | 7.03% |
| 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 |
| Bitwise funds trust | 381.63K | 7.33% | $33.17M |
| Accuvest global advisors | 70.14K | 5.25% | $6.10M |
| Shariaportfolio | 149.24K | 4.59% | $12.97M |
| 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 |
| Harvest portfolios group | 3.12M | 3.83% | $271.39M |
| Ursa fund management | 169.10K | 3.68% | $48.97M |
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 |
| American Funds Growth Fd of Amer A | 20.81M | 6.67% | -2.87M |
| Capital Group Growth Fnd of Amer Comp | 20.81M | 5.70% | -2.87M |
| Capital Group Fundamental Invtrs Comp | 11.51M | 3.69% | 1.17M |
| American Funds Fundamental Invs A | 11.51M | 3.69% | 1.17M |
| Vanguard Total Stock Mkt Idx Inv | 10.50M | 3.37% | 505.60K |
| Vanguard MStar Total Stk Mkt Idx Invest | 10.54M | 2.88% | 30.72K |
| Vanguard Morn Total Stk Mkt Idx Investor | 10.50M | 2.88% | 505.60K |
| Vanguard Mid Cap Index Institutional | 7.17M | 2.30% | 354.15K |
| Vanguard US Total Market Shares ETF | 5.54M | 2.13% | 545.66K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 04, 2026 | Chow Thomas C. | EVP & General Counsel | Sell | $14.71K |
| Aug 27, 2026 | Patten Jarrod M | - | Sell | $121.17K |
| Aug 27, 2026 | Patten Jarrod M | - | Sell | $119.33K |
| Aug 25, 2026 | Patten Jarrod M | - | Sell | $114.70K |
| Aug 25, 2026 | Patten Jarrod M | - | Sell | $115.63K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 10 |
| 2026 Q2 | 5 | 87 |
| 2026 Q1 | 4 | 15 |
| 2025 Q4 | 3 | 29 |
| 2025 Q3 | 12 | 45 |
MSTR Ownership FAQ
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