STRATEGY INC MSTR
$100.77
+7.9% 52w: $82.31 – $455.90
Latest 13F among current holders filed 10 days ago (Jun 24, 2026)
Price — last 12 months
research preview data82.31269.10455.90
Jun 20, 2025 Jul 2, 2026
Institutional holders
937
-40 QoQ
13F value
$23.84B
-7.5% QoQ
Smart-money holders
42
signal tier ≥ 2
New smart buyers
10
Q1 2026
Options barometer
1.0×
$9.24B calls / $9.26B puts
Institutional value by quarter
Number of holders
Who owns MSTR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Capital International Investors | Long only active | 31.4M | $3.92B | 0.9% | +52.5% |
| BlackRock, Inc. | Index provider | 17.8M | $2.22B | 0.0% | +21.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 14.7M | $1.84B | 0.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 14.1M | $1.76B | 0.0% | — |
| MORGAN STANLEY | Bank broker | 9.3M | $1.16B | 0.1% | -1.0% |
| Capital Research Global Investors | Long only active | 7.6M | $950.4M | 0.1% | +8.7% |
| STATE STREET CORP | Index provider | 7.0M | $876.2M | 0.0% | +14.6% |
| UBS Group AG | Bank broker | 6.3M | $787.7M | 0.1% | +9.6% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 4.7M | $579.4M | 0.0% | +19.0% |
| Capital World Investors | Long only active | 4.3M | $534.4M | 0.1% | +47.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.0M | $494.9M | 0.0% | +3.1% |
| Marex Group plc | Quant stat arb | 3.4M | $425.8M | 4.4% | +16.3% |
| Defiance ETFs, LLC | Quant stat arb | 2.9M | $359.1M | 5.2% | New |
| Harvest Portfolios Group Inc. | Other | 2.7M | $334.4M | 5.5% | +27.0% |
| Invesco Ltd. | Index provider | 2.1M | $266.1M | 0.0% | +17.3% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 1.9M | $243.3M | 0.1% | — |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 2.1M | $230.8M | 0.4% | +122.6% |
| CANTOR FITZGERALD, L. P. | Quant stat arb | 1.8M | $227.6M | 8.2% | -25.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.8M | $223.0M | 0.0% | -23.3% |
| NORTHERN TRUST CORP | Index provider | 1.8M | $219.9M | 0.0% | +11.4% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.6M | $196.4M | 0.0% | +5.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.6M | $194.3M | 0.0% | +22.5% |
| Alberta Investment Management Corp | Other | 1.4M | $172.5M | 1.2% | New |
| Legal & General Group Plc | Diversified mechanical | 1.4M | $171.3M | 0.0% | 0.0% |
| Tidal Investments LLC | Diversified mechanical | 1.4M | $169.8M | 0.5% | +44.6% |
| Clear Street Group Inc. | Other | 1.3M | $160.2M | 0.9% | -34.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 1.3M | $160.1M | 0.2% | +306.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 1.2M | $152.3M | 0.1% | +70.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.0M | $126.7M | 0.0% | +11.1% |
| FMR LLC | Long only active | 975.7K | $121.8M | 0.0% | +268.0% |
| BANK OF MONTREAL /CAN/ | Bank broker | 852.8K | $106.4M | 0.0% | -21.5% |
| National Pension Service | Other | 822.0K | $102.6M | 0.1% | +33.8% |
| DEUTSCHE BANK AG\ | Bank broker | 784.9K | $98.0M | 0.0% | +7.3% |
| BARCLAYS PLC | Bank broker | 771.6K | $96.3M | 0.0% | -32.6% |
| Swiss National Bank | Index provider | 766.1K | $95.6M | 0.1% | +7.1% |
| FIRST TRUST ADVISORS LP | Index provider | 755.9K | $94.3M | 0.1% | +24.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 726.0K | $90.6M | 0.0% | +125.0% |
| CITIGROUP INC | Bank broker | 723.0K | $90.2M | 0.1% | +42.7% |
| LPL Financial LLC | Bank broker | 707.2K | $88.3M | 0.0% | +14.8% |
| Weiss Asset Management LP | Quant stat arb | 667.5K | $83.3M | 2.0% | -32.3% |
| NATIXIS | Other | 615.2K | $76.8M | 0.3% | +15.8% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 599.3K | $74.8M | 0.0% | -1.2% |
| Nuveen, LLC | Diversified mechanical | 577.3K | $72.0M | 0.0% | +20.0% |
| SG Americas Securities, LLC | Diversified mechanical | 558.8K | $69.7M | 0.1% | -23.3% |
| JPMORGAN CHASE & CO | Bank broker | 564.4K | $68.5M | 0.0% | +13.2% |
| Amundi | Diversified mechanical | 532.0K | $66.4M | 0.0% | -88.9% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 530.0K | $66.1M | 0.1% | -47.1% |
| VANGUARD ASSET MANAGEMENT, Ltd | Diversified mechanical | 527.4K | $65.8M | 0.1% | — |
| CANADA PENSION PLAN INVESTMENT BOARD | Pension sovereign | 521.2K | $65.0M | 0.0% | +18.8% |
| CTC LLC | Market maker | 505.2K | $63.1M | 5.0% | +117.9% |
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.
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