STRATEGY INC MSTR 8 PERP
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Institutional holders
92
+8 QoQ
13F value
$445.1M
-21.0% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MSTR 8 PERP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Capital International Investors | Long only active | 1.5M | $107.7M | 0.0% | -27.2% |
| BlackRock, Inc. | Index provider | 969.0K | $68.5M | 0.0% | -8.8% |
| Capital World Investors | Long only active | 736.6K | $52.1M | 0.0% | +15.8% |
| ParaFi Capital LP | Wealth advisor | 430.6K | $30.4M | 9.7% | +114.9% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 355.3K | $25.1M | 0.0% | -15.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 300.1K | $21.2M | 0.0% | +24.5% |
| LPL Financial LLC | Bank broker | 252.9K | $17.9M | 0.0% | -2.1% |
| Kovack Advisors, Inc. | Other | 202.0K | $14.4M | 0.8% | +10.9% |
| Calamos Advisors LLC | Other | 200.0K | $14.1M | 0.1% | Held |
| STATE STREET CORP | Index provider | 168.0K | $11.9M | 0.0% | +1.8% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC ★2 | Fundamental diversified | 153.0K | $10.8M | 1.0% | +9.9% |
| FMR LLC | Long only active | 135.6K | $9.6M | 0.0% | Held |
| ADVENT CAPITAL MANAGEMENT /DE/ ★2 | Fundamental concentrated | 97.8K | $7.0M | 0.8% | -7.5% |
| Aspiring Ventures, LLC ★2 | Fundamental diversified | 81.5K | $5.8M | 1.9% | -2.0% |
| Greenland Capital Management LP | Quant stat arb | 71.7K | $5.1M | 1.1% | +2.4% |
| MORGAN STANLEY | Bank broker | 65.1K | $4.6M | 0.0% | +40.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 56.8K | $4.0M | 0.0% | +24.5% |
| Ionic Capital Management LLC ★2 | Fundamental diversified | 37.8K | $2.7M | 2.5% | +31.3% |
| Pasadena Private Wealth, LLC | Wealth advisor | 35.7K | $2.5M | 0.4% | -3.9% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 34.1K | $2.4M | 0.0% | +4.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 24.3K | $1.7M | 0.0% | New |
| Andina Capital Management, LLC | Wealth advisor | 22.3K | $1.6M | 1.4% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 21.0K | $1.5M | 0.0% | -4.7% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 20.8K | $1.5M | 0.0% | +20.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 20.5K | $1.5M | 0.0% | +4.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 20.3K | $1.4M | 0.0% | -15.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 17.0K | $1.2M | 0.0% | -2.9% |
| Marex Group plc | Quant stat arb | 16.4K | $1.2M | 0.0% | +272.8% |
| Sentinel Dome Partners, LLC ★2 | Fundamental concentrated | 16.0K | $1.1M | 1.9% | Held |
| REGIONS FINANCIAL CORP | Other | 14.5K | $1.0M | 0.0% | New |
| WEDBUSH SECURITIES INC | Diversified mechanical | 14.4K | $1.0M | 0.0% | -0.3% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 13.0K | $917K | 0.0% | +2.4% |
| JANE STREET GROUP, LLC | Market maker | 12.3K | $868K | 0.0% | -29.1% |
| Ewing Morris & Co. Investment Partners Ltd. ★2 | Fundamental diversified | 10.7K | $755K | 0.3% | +12.5% |
| Apollon Wealth Management, LLC | Diversified mechanical | 10.2K | $721K | 0.0% | +104.0% |
| Baird Financial Group, Inc. | Diversified mechanical | 9.3K | $658K | 0.0% | Held |
| DEUTSCHE BANK AG\ | Bank broker | 7.9K | $559K | 0.0% | -70.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 7.8K | $552K | 0.0% | -56.3% |
| Independent Advisor Alliance | Wealth advisor | 5.9K | $420K | 0.0% | +1.7% |
| CITADEL ADVISORS LLC | Multistrat pod | 5.6K | $393K | 0.0% | New |
| UBS Group AG | Bank broker | 5.1K | $362K | 0.0% | +8891.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 5.0K | $357K | 0.0% | +36.2% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 5.0K | $354K | 0.0% | Held |
| One Capital Management, LLC | Wealth advisor | 4.8K | $342K | 0.0% | New |
| Cerity Partners LLC | Diversified mechanical | 4.6K | $324K | 0.0% | New |
| Sovran Advisors, LLC | Wealth advisor | 3.9K | $307K | 0.0% | +52.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 4.3K | $303K | 0.0% | +389.9% |
| Ulland Investment Advisors, LLC | Other | 4.1K | $288K | 0.2% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 3.9K | $273K | 0.0% | New |
| HRT FINANCIAL LP | Diversified mechanical | 3.9K | $272K | 0.0% | -15.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.