Strategy Inc - Common Stock (MSTR) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
MSTR on Nasdaq
Shares outstanding
267,557,231
Price per share
$158.45
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
167,311,945
Total reported value
$25,484,348,176
% of total 13F portfolios
0.02%
Share change
+27,453,995
Value change
+$3,979,459,947
Number of holders
938
Price from insider filings
$158.45
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Strategy Inc - Common Stock (MSTR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 9% +26% $3,656,355,528 +$839,239,604 24,062,886 +30% The Vanguard Group 31 Dec 2025
Capital International Investors 7.8% +37% $3,283,392,771 +$1,289,250,282 20,869,464 +65% Capital International Investors 31 Dec 2025
JANE STREET GROUP, LLC 7.3% +17% $3,068,158,487 +$428,411,478 19,501,420 +16% JANE STREET GROUP, LLC 31 Dec 2025
BlackRock, Inc. 5.8% $5,240,959,106 14,193,525 BlackRock, Inc. 31 Mar 2025
SUSQUEHANNA SECURITIES, LLC 4.8% -6% $4,147,660,791 -$101,794,194 12,872,539 -2.4% Capital Ventures International 30 Sep 2025

As of 31 Dec 2025, 938 institutional investors reported holding 167,311,945 shares of Strategy Inc - Common Stock (MSTR). This represents 63% of the company’s total 267,557,231 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Strategy Inc - Common Stock (MSTR) together control 48% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 9% 24,062,886 +21% 0.05% $3,656,355,527
Capital International Investors 7.7% 20,614,868 +37% 0.49% $3,132,459,695
BlackRock, Inc. 5.5% 14,607,280 -0.33% 0.04% $2,219,576,259
MORGAN STANLEY 3.5% 9,380,398 +11% 0.09% $1,425,351,734
Capital Research Global Investors 2.6% 7,008,535 +67% 0.2% $1,064,962,968
STATE STREET CORP 2.3% 6,127,301 +2.3% 0.03% $931,043,387
UBS Group AG 2.2% 5,760,243 +128% 0.17% $875,268,923
Amundi 1.8% 4,790,702 +374% 0.22% $727,947,169
GEODE CAPITAL MANAGEMENT, LLC 1.5% 3,911,499 +4.7% 0.04% $592,831,724
BANK OF AMERICA CORP /DE/ 1.4% 3,848,306 +680% 0.04% $584,750,097
NORGES BANK 1.3% 3,528,397 0.06% $536,139,924
Marex Group plc 1.1% 2,934,332 +41% 4.8% $445,871,748
Capital World Investors 1.1% 2,911,311 +128% 0.06% $442,379,109
CANTOR FITZGERALD, L. P. 0.91% 2,430,583 -39% 11% $369,327,087
GOLDMAN SACHS GROUP INC 0.87% 2,330,142 +11% 0.05% $354,064,992
Harvest Portfolios Group Inc. 0.79% 2,110,081 +36% 5.6% $320,626,808
Clear Street Group Inc. 0.74% 1,971,486 -59% 1.6% $299,567,298
Invesco Ltd. 0.68% 1,817,979 +14% 0.04% $276,241,982
NORTHERN TRUST CORP 0.59% 1,581,952 +0.74% 0.03% $240,377,606
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.56% 1,493,816 +19% 0.05% $226,985,343
Legal & General Group Plc 0.51% 1,371,947 +9.3% 0.05% $208,467,346
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.48% 1,271,015 +7.8% 0.03% $193,130,729
ROYAL BANK OF CANADA 0.43% 1,155,972 -26% 0.03% $175,650,000
BARCLAYS PLC 0.43% 1,144,912 +62% 0.07% $173,969,382
BANK OF MONTREAL /CAN/ 0.41% 1,086,627 -16% 0.1% $236,819,489

Institutional Holders of Strategy Inc - Common Stock (MSTR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 167,311,945 $25,484,348,176 +$3,979,459,947 $151.95 938
2025 Q3 139,792,576 $45,044,132,702 +$996,760,116 $322.21 1,075
2025 Q2 136,886,887 $55,317,381,281 +$6,381,110,104 $404.23 1,141
2025 Q1 120,843,510 $34,848,814,608 +$4,384,583,397 $288.27 992
2024 Q4 105,691,682 $30,659,007,748 +$3,555,395,341 $289.62 970
2024 Q3 92,922,197 $15,680,809,834 +$12,405,672,209 $168.60 637
2024 Q2 9,014,226 $12,416,369,898 -$772,958,975 $1377.48 569
2024 Q1 9,567,730 $16,307,916,634 +$2,541,318,364 $1704.56 505
2023 Q4 8,113,388 $5,124,854,700 +$771,516,857 $631.62 352
2023 Q3 6,973,515 $2,289,411,746 -$5,635,919 $328.28 284
2023 Q2 6,970,371 $2,386,097,001 +$150,741,295 $342.42 261
2023 Q1 6,549,218 $1,914,297,862 +$279,687,339 $292.32 240
2022 Q4 5,728,950 $811,062,015 -$31,475,699 $141.57 199
2022 Q3 5,877,152 $1,247,568,789 -$80,309,623 $212.26 213
2022 Q2 6,282,212 $1,032,292,259 -$12,261,577 $164.30 213
2022 Q1 6,154,657 $2,991,867,989 +$107,646,941 $486.32 254
2021 Q4 5,965,984 $3,248,951,490 +$81,071,391 $544.49 278
2021 Q3 5,657,230 $3,273,796,386 -$408,933,527 $578.40 275
2021 Q2 6,358,598 $4,225,383,586 +$432,930,848 $664.50 258
2021 Q1 5,666,530 $3,845,821,514 -$344,470,232 $678.80 280
2020 Q4 6,396,320 $2,485,462,936 -$8,550,140 $388.55 225
2020 Q3 6,743,413 $1,015,162,826 -$69,718,142 $150.56 171
2020 Q2 7,256,195 $858,360,292 +$5,329,888 $118.29 179
2020 Q1 7,227,211 $853,540,567 -$49,669,065 $118.10 165
2019 Q4 7,555,668 $1,077,596,494 -$22,729,719 $142.63 175
2019 Q3 7,739,719 $1,148,046,245 -$31,033,679 $148.37 170
2019 Q2 7,978,637 $1,142,758,935 +$41,934,298 $143.31 159
2019 Q1 7,758,215 $1,119,157,720 -$14,221,178 $144.25 172
2018 Q4 7,903,053 $1,009,572,164 -$141,328,547 $127.75 173
2018 Q3 8,922,938 $1,254,599,339 +$3,539,700 $140.62 177
2018 Q2 8,913,125 $1,138,734,681 +$15,664,640 $127.75 173
2018 Q1 8,793,781 $1,134,343,233 +$17,634,466 $128.99 168
2017 Q4 8,588,796 $1,127,783,896 -$19,755,703 $131.30 182
2017 Q3 8,727,220 $1,114,638,057 -$70,400,324 $127.71 162
2017 Q2 8,886,365 $1,703,250,938 -$24,444,443 $191.67 164
2017 Q1 9,114,595 $1,711,767,342 +$193,782,826 $187.80 174
2016 Q4 9,214,571 $1,819,068,036 -$18,826,184 $197.40 193
2016 Q3 9,350,857 $1,565,025,602 -$108,619,018 $167.44 183
2016 Q2 9,984,651 $1,747,669,205 -$7,840,606 $175.02 193
2016 Q1 10,053,271 $1,806,934,327 +$136,480,794 $179.72 203
2015 Q4 9,580,716 $1,717,405,302 +$77,818,295 $179.29 187
2015 Q3 9,027,283 $1,773,532,458 +$60,875,408 $196.47 204
2015 Q2 8,772,524 $1,492,035,386 +$26,430,603 $170.08 180
2015 Q1 8,617,567 $1,457,887,411 -$8,104,169 $169.19 166
2014 Q4 8,695,065 $1,412,019,627 +$26,252,314 $162.40 170
2014 Q3 8,538,328 $1,117,225,045 +$5,433,669 $130.84 147
2014 Q2 8,478,593 $1,192,231,575 +$11,301,440 $140.62 149
2014 Q1 8,470,717 $976,963,564 -$11,515,138 $115.39 151