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Strategy (MSTR) Institutional Ownership

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$299.98 +27.64 (+10.15%)
Closing price 04/11/2025 04:00 PM Eastern
Extended Trading
$298.01 -1.97 (-0.66%)
As of 04/11/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Strategy (NASDAQ:MSTR)

Current
Institutional Ownership
Percentage
59.84%
Number of
Institutional Buyers
(last 12 months)
747
Total
Institutional Inflows
(last 12 months)
$3.99B
Number of
Institutional Sellers
(last 12 months)
190
Total
Institutional Outflows
(last 12 months)
$8.47B
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MSTR Institutional Buying and Selling by Quarter

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Strategy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/10/2025 Thurston Springer Miller Herd & Titak Inc.231$67K0.0%+40.9%0.000%
4/9/2025 NBC Securities Inc.820$236K0.0%N/A0.000%
4/9/2025 Fiduciary Alliance LLC34,981$10.08M1.0%+12.8%0.014%
4/8/2025 Rhumbline Advisers268,406$77.37M0.1%+35.5%0.104%
4/8/2025 Rothschild Investment LLC2,049$591K0.0%+2.3%0.001%
4/8/2025 Parallel Advisors LLC4,010$1.16M0.0%+10.3%0.002%
4/7/2025 GAMMA Investing LLC239,264$68.97M0.0%+42,473.7%0.093%
4/7/2025 AdvisorNet Financial Inc5,651$1.63M0.1%+29.0%0.002%
4/3/2025 Versant Capital Management Inc347$100K0.0%+146.1%0.000%
4/3/2025 First Hawaiian Bank1,185$342K0.0%+6.8%0.000%
4/2/2025 Global Wealth Strategies & Associates408$118K0.0%+482.9%0.000%
4/1/2025 MassMutual Private Wealth & Trust FSB2,740$790K0.0%+31.5%0.001%
4/1/2025 Stonehearth Capital Management LLC2,206$636K0.3%+10.2%0.001%
3/24/2025Wellington Management Group LLP3,565$1.03M0.0%-47.0%0.001%
3/24/2025Mascagni Wealth Management Inc.200$58K0.0%N/A0.000%
3/18/2025Objective Capital Management LLC767$222K0.1%N/A0.000%
3/18/2025111 Capital3,130$907K0.2%N/A0.001%
3/17/2025Wealth Enhancement Advisory Services LLC50,972$14.76M0.0%-10.2%0.020%
3/17/2025NorthCrest Asset Manangement LLC1,222$354K0.0%N/A0.000%
3/12/2025Northstar Financial Companies Inc.750$217K0.2%N/A0.000%
3/12/2025Centaurus Financial Inc.4,998$1.45M0.1%+146.0%0.002%
3/6/2025IronOak Wealth LLC.2,026$587K0.7%N/A0.001%
3/5/2025 Castle Rock Wealth Management LLC1,765$511K0.1%N/A0.001%
3/4/2025Dogwood Wealth Management LLC198$57K0.0%N/A0.000%
3/4/2025Siemens Fonds Invest GmbH119,654$33K0.0%+6,992.7%0.046%
2/28/2025BridgePort Financial Solutions LLC2,330$675K0.3%N/A0.001%
2/28/2025Park Square Financial Group LLC2,409$698K0.5%N/A0.001%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH57,910$16.77M0.0%N/A0.024%
2/27/2025Chelsea Counsel Co.200$58K0.0%N/A0.000%
2/26/2025Discipline Wealth Solutions LLC1,027$297K0.1%N/A0.000%
2/25/2025Heck Capital Advisors LLC535$155K0.0%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.2,945$853K0.0%+93.5%0.001%
2/25/2025Armis Advisers LLC1,588$460K0.1%N/A0.001%
2/25/2025Garde Capital Inc.500$145K0.0%N/A0.000%
2/21/2025Vermillion Wealth Management Inc.185$54K0.0%N/A0.000%
2/20/2025Mackenzie Financial Corp13,460$3.90M0.0%+72.1%0.006%
2/20/2025Revisor Wealth Management LLC1,805$527K0.5%-46.6%0.001%
2/19/2025Toronto Dominion Bank30,706$8.89M0.0%+55.0%0.013%
2/19/2025Blue Sky Capital Consultants Group Inc.7,683$2.23M1.3%N/A0.003%
2/19/2025GF Fund Management CO. LTD.30,033$8.70M0.2%N/A0.013%
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2/19/2025CTC Alternative Strategies Ltd.3,884$1.13M1.4%N/A0.002%
2/19/2025Public Employees Retirement System of Ohio59,981$17.37M0.1%+5.4%0.025%
2/18/2025Sunbelt Securities Inc.434$131K0.0%+171.3%0.000%
2/18/2025GTS Securities LLC23,736$6.87M0.3%-72.0%0.010%
2/18/2025Vise Technologies Inc.1,080$313K0.0%N/A0.000%
2/18/2025Pinnacle Wealth Management LLC7,140$2.07M2.3%N/A0.003%
2/18/2025Gordian Capital Singapore Pte Ltd910$264K0.1%+28.2%0.000%
2/18/2025JT Stratford LLC1,377$399K0.1%N/A0.001%
2/18/2025Pacific Center for Financial Services330$96K0.0%N/A0.000%
2/18/2025McIlrath & Eck LLC1,200$348K0.0%N/A0.001%
2/18/2025Novak & Powell Financial Services Inc.904$262K0.2%N/A0.000%
2/18/2025Continuum Advisory LLC620$180K0.0%-19.5%0.000%
2/18/2025Delta Investment Management LLC5,380$1.56M0.3%+37.8%0.002%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC802,464$232.41M0.1%+25.4%0.335%
2/17/2025Voloridge Investment Management LLC134,494$38.95M0.1%+1,677.4%0.056%
2/17/2025Vident Advisory LLC4,900$1.42M0.0%-24.4%0.002%
2/17/2025Vienna Asset Management LLC1,467$425K0.3%N/A0.001%
2/17/2025Visionary Wealth Advisors8,572$2.48M0.1%+37.8%0.004%
2/17/2025Twinbeech Capital LP11,637$3.37M0.1%N/A0.005%
2/17/2025Strive Asset Management LLC29,157$8.44M6.4%N/A0.012%
2/17/2025Toronto Dominion Bank30,706$8.89M0.0%+55.0%0.013%
2/17/2025Safe Harbor Fiduciary LLC92$27K0.0%+820.0%0.000%
2/17/2025Snowden Capital Advisors LLC1,094$317K0.0%N/A0.000%
2/17/2025Siemens Fonds Invest GmbH119,654$33K0.0%+6,992.7%0.050%
2/17/2025Shell Asset Management Co.744$215K0.0%N/A0.000%
2/17/2025Silvercrest Asset Management Group LLC4,705$1.36M0.0%+12.3%0.002%
2/17/2025Royal Bank of Canada115,459$33.44M0.0%-93.7%0.048%
2/17/2025Rafferty Asset Management LLC36,833$10.67M0.0%N/A0.015%
2/17/2025Riverview Capital Advisers LLC1,908$553K0.2%-6.0%0.001%
2/17/2025ProShare Advisors LLC208,483$60.38M0.1%+13,230.1%0.087%
2/17/2025Quantinno Capital Management LP3,642$1.06M0.0%+117.6%0.002%
2/17/2025Nissay Asset Management Corp Japan ADV40,845$11.83M0.1%+114.4%0.017%
2/17/2025Nuveen Asset Management LLC399,119$115.59M0.0%-0.1%0.167%
2/17/2025OMERS ADMINISTRATION Corp1,027$297K0.0%N/A0.000%
2/17/2025OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC 2,937$851K0.1%N/A0.001%
2/17/2025Measured Risk Portfolios Inc.205$59K0.1%N/A0.000%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.116,866$33.85M0.1%+4,639.1%0.049%
2/17/2025Lazard Asset Management LLC803$232K0.0%-95.6%0.000%
2/17/2025Laird Norton Wetherby Wealth Management LLC1,451$420K0.0%N/A0.001%
2/17/2025Ionic Capital Management LLC1,369$396K0.0%N/A0.001%
2/17/2025Janus Henderson Group PLC13,200$3.83M0.0%+12.8%0.006%
2/17/2025Guardian Wealth Advisors LLC NC1,557$451K0.0%-12.5%0.001%
2/17/2025Focus Partners Wealth3,592$1.05M0.0%+35.5%0.001%
2/17/2025Ethic Inc.1,147$332K0.0%N/A0.000%
2/17/2025Ensign Peak Advisors Inc98,403$28.50M0.1%+55.6%0.041%
2/17/2025Eschler Asset Management LLP9,750$2.82M6.6%-83.8%0.004%
2/17/2025Ewing Morris & Co. Investment Partners Ltd.8,082$2.34M0.9%N/A0.003%
2/17/2025Fiduciary Trust Co5,763$1.67M0.0%-46.4%0.002%
2/17/2025FORA Capital LLC17,212$4.99M0.6%-65.2%0.007%
2/17/2025Fred Alger Management LLC9,288$2.69M0.0%N/A0.004%
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2/17/2025Family Management Corp1,370$397K0.1%+2.2%0.001%
2/17/2025Deutsche Bank AG420,452$121.77M0.0%-95.1%0.175%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main78,310$22.68M0.0%-75.7%0.033%
2/17/2025 Diligent Investors LLC2,539$735K0.2%N/A0.001%
2/17/2025Dunhill Financial LLC89$26K0.0%N/A0.000%
2/17/2025EP Wealth Advisors LLC3,359$973K0.0%+38.2%0.001%
2/17/2025Collar Capital Management LLC22,684$6.57M5.5%N/A0.009%
2/17/2025CoreCap Advisors LLC1,244$360K0.0%+69.3%0.001%
2/17/2025Cresset Asset Management LLC28,159$8.16M0.0%-29.9%0.012%
2/17/2025Cambridge Investment Research Advisors Inc.110,686$32.06M0.1%+1.0%0.046%
(Data available from 1/1/2016 forward)

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MSTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MSTR shares?

During the previous two years, 871 institutional investors and hedge funds held shares of Strategy. The most heavily invested institutionals were Vanguard Group Inc. ($4.72B), Capital International Investors ($3.66B), Geode Capital Management LLC ($881.47M), Norges Bank ($523.98M), Northern Trust Corp ($311.69M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($232.41M), and Charles Schwab Investment Management Inc. ($220.63M).Learn more on MSTR's institutional investors.

What percentage of Strategy stock is owned by institutional investors?

59.84% of Strategy stock is owned by institutional investors. Learn more on MSTR's institutional investor holdings.

Which institutional investors have been buying Strategy stock?

Of the 817 institutional investors that purchased Strategy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Geode Capital Management LLC ($2.83M), Norges Bank ($1.92M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($742.75K), Charles Schwab Investment Management Inc. ($690.37K), Vanguard Group Inc. ($529.18K), Swiss National Bank ($479.70K), and Amundi ($413.03K).

How much institutional buying is happening at Strategy?

Institutional investors have bought a total of 19,217,049 shares in the last 24 months. This purchase volume represents approximately $4.04B in transactions.

Which Strategy major shareholders have been selling company stock?

Of the 224 institutional investors that sold Strategy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Voya Investment Management LLC ($8.91M), Deutsche Bank AG ($8.11M), Capital International Investors ($4.88M), Russell Investments Group Ltd. ($3.70M), Royal Bank of Canada ($1.72M), Vanguard Group Inc. ($1.15M), and Bank of New York Mellon Corp ($398.91K).

How much institutional selling is happening at Strategy?

Institutional investors have sold a total of 31,487,275 shares in the last 24 months. This volume of shares sold represents approximately $8.50B in transactions.


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This page (NASDAQ:MSTR) was last updated on 4/13/2025 by MarketBeat.com Staff
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