Strategy Ownership | Who Owns Strategy?
Strategy Ownership Summary
Strategy is owned by 63.07% institutional investors, 0.20% insiders, and 36.73% retail investors. Capital investors is the largest institutional shareholder, holding 10.69% of MSTR shares. Capital Group Growth Fnd of Amer Comp is the top mutual fund, with 6.84% of its assets in Strategy shares.
MSTR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Strategy | 63.07% | 0.20% | 36.73% |
| Sector | Technology Stocks | 35.93% | 15.14% | 48.93% |
| Idea | Artificial Intelligence Stocks List | 57.88% | 5.08% | 37.05% |
| Idea | ChatGPT Stocks List | 55.25% | 6.32% | 38.43% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Capital investors | 31.44M | 10.69% | $3.92B |
| Vanguard group | 24.06M | 8.84% | $3.66B |
| Blackrock funding, inc. /de | 17.75M | 6.04% | $2.22B |
| Blackrock | 881.08K | 5.12% | $1.21B |
| Morgan stanley | 9.29M | 3.16% | $1.16B |
| Capital research global investors | 7.62M | 2.59% | $950.42M |
| State street | 7.02M | 2.39% | $876.21M |
| Clear street | 5.97M | 2.25% | $2.41B |
| Ubs group | 6.31M | 2.15% | $787.66M |
| Geode capital management | 4.66M | 1.58% | $579.42M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Clear street | 5.97M | 9.63% | $2.41B |
| Shariaportfolio | 150.32K | 9.62% | $22.84M |
| Accuvest global advisors | 70.11K | 8.16% | $8.75M |
| Aspiring ventures | 164.41K | 6.22% | $20.52M |
| Harvest portfolios group | 2.68M | 5.52% | $334.44M |
| Ctc alternative strategies | 11.75K | 4.15% | $4.75M |
| Clarity capital partners | 28.03K | 4.05% | $11.33M |
| Ursa fund management | 169.10K | 3.68% | $48.97M |
| Cantor fitzgerald, l. p. | 1.82M | 3.36% | $227.57M |
| Telligent greater china fund, lp | 23.40K | 3.12% | $2.92M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 31.44M | 0.92% | 10.83M |
| Clear street | 5.97M | 9.63% | 5.97M |
| Vanguard group | 24.06M | 0.05% | 4.18M |
| Norges bank | 3.53M | 0.06% | 3.53M |
| Blackrock funding, inc. /de | 17.75M | 0.04% | 3.15M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Clear street derivatives | - | - | -5.28M |
| Royal bank of canada | 339.00K | 0.01% | -816.97K |
| Amundi | 1.01M | 0.12% | -772.62K |
| Jane street group | 209.83K | 0.00% | -741.35K |
| Clear street group | 1.28M | 0.65% | -687.58K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.53M | 0.06% | 3.53M | $536.14M |
| Vanguard fiduciary trust | 1.95M | 0.06% | 1.95M | $243.33M |
| Alberta investment management | 1.38M | 1.03% | 1.38M | $172.47M |
| Vanguard asset management | 527.43K | 0.06% | 527.43K | $65.82M |
| Point72 europe (london) llp | 186.60K | 2.94% | 186.60K | $60.13M |
Sold Out
| Holder | Change |
|---|---|
| Ross\johnson & associates | -1.00 |
| Img wealth management | -1.00 |
| Quest 10 wealth builders | -1.00 |
| Gradient investments | -2.00 |
| Migdal insurance & financial | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 14 | -98.74% | 140,442 | -99.87% | - | 0.00% | 5 | -99.34% | 2 | -99.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Capital Group Growth Fnd of Amer Comp | 23.68M | 6.84% | 5.57M |
| 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 |
| American Funds Fundamental Invs A | 11.51M | 3.69% | 1.17M |
| Vanguard Total Stock Mkt Idx Inv | 10.50M | 3.37% | 505.60K |
| Capital Group Fundamental Invtrs Comp | 10.33M | 2.98% | 4.32M |
| T-REX 2X Long MSTR Daily Target ETF | 7.17M | 2.30% | 743.95K |
| Vanguard Mid Cap Index Institutional | 7.17M | 2.30% | 354.15K |
| Invesco QQQ Trust | 7.02M | 2.25% | -54.91K |
| Vanguard US Total Market Shares ETF | 5.54M | 2.13% | 545.66K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 22, 2026 | Patten Jarrod M | - | Sell | $125.00K |
| Jun 23, 2026 | Patten Jarrod M | - | Sell | $159.12K |
| Jun 22, 2026 | Le Phong | President & CEO | Buy | $998.76K |
| Jun 17, 2026 | Patten Jarrod M | - | Sell | $181.97K |
| Jun 15, 2026 | Patten Jarrod M | - | Sell | $200.95K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | 5 | 87 |
| 2026 Q1 | 4 | 15 |
| 2025 Q4 | 3 | 29 |
| 2025 Q3 | 12 | 45 |
MSTR Ownership FAQ
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