Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in MSTR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 34.9M | $3.03B | +11.0% | 10.550% | 0.63% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31.1M | $2.71B | -3.1% | 9.413% | 0.21% |
| 3 | JANE STREET GROUP, LLC | 27.1M | $2.35B | -2.6% | 8.184% | 0.20% |
| 4 | CITADEL ADVISORS LLC | 25.1M | $2.18B | +19.0% | 7.592% | 0.12% |
| 5 | CTC LLC | 641K | $1.85B | -6.7% | 0.194% | 0.59% |
| 6 | BlackRock, Inc. | 19.4M | $1.69B | +9.2% | 5.863% | 0.03% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 15.4M | $1.33B | +4.2% | 4.641% | 0.06% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 14.9M | $1.30B | +6.1% | 4.516% | 0.03% |
| 9 | GOLDMAN SACHS GROUP INC | 11.1M | $966.8M | +188.3% | 3.362% | 0.08% |
| 10 | Invesco Ltd. | 9.3M | $812.0M | +41.7% | 2.824% | 0.06% |
| 11 | MORGAN STANLEY | 9.3M | $811.1M | +0.5% | 2.821% | 0.04% |
| 12 | STATE STREET CORP | 7.5M | $654.4M | +7.2% | 2.276% | 0.01% |
| 13 | UBS Group AG | 6.2M | $542.0M | -9.3% | 1.885% | 0.07% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 4.6M | $399.3M | -1.1% | 1.393% | 0.02% |
| 15 | Capital World Investors | 4.3M | $374.8M | +0.7% | 1.303% | 0.04% |
| 16 | NORGES BANK | 4.0M | $345.9M | β | 1.203% | 0.03% |
| 17 | Marex Group Ltd | 3.7M | $317.9M | +5.2% | 1.106% | 1.35% |
| 18 | WELLS FARGO & COMPANY/MN | 3.6M | $308.7M | +267.6% | 1.074% | 0.05% |
| 19 | Belvedere Trading LLC | 3.4M | $294.0M | +3.3% | 1.022% | 0.34% |
| 20 | Harvest Portfolios Group Inc. | 3.1M | $271.4M | +16.5% | 0.944% | 3.83% |
| 21 | Capital Research Global Investors | 3.0M | $260.3M | -60.7% | 0.905% | 0.04% |
| 22 | D. E. Shaw & Co., Inc. | 2.9M | $252.9M | +15.4% | 0.880% | 0.12% |
| 23 | CAPSTONE INVESTMENT ADVISORS, LLC | 2.7M | $233.0M | +2146.8% | 0.810% | 0.43% |
| 24 | LMR Partners LLP | 2.7M | $232.5M | -42.4% | 0.808% | 0.87% |
| 25 | RENAISSANCE TECHNOLOGIES LLC | 2.6M | $222.0M | +19.8% | 0.772% | 0.31% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in MSTR β a direct measure of their conviction.
Filings activity in MSTR during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 888 | 8.0% | 101.10% | +8.37 pp | $30.38B | 24% |
| Q1 2026 | 965 | 2.5% | 92.73% | 10.52 pp | $40.17B | 19% |
| Q4 2025 | 990 | 9.1% | 103.25% | +6.63 pp | $49.37B | 48% |
| Q3 2025 | 1,089 | 2.3% | 96.62% | +20.01 pp | $95.21B | +6.5% |
| Q2 2025 | 1,115 | +16% | 76.61% | +15.08 pp | $89.36B | +99% |
| Q1 2025 | 963 | +5.0% | 61.53% | 24.22 pp | $44.92B | 17% |
| Q4 2024 | 917 | +46% | 85.75% | +14.66 pp | $53.83B | +121% |
| Q3 2024 | 626 | β | 71.09% | β | $24.32B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MSTR stock.
Based on Q2 2026 13F filings, institutional ownership of Strategy Inc stands at 101.1%, held across 888 reporting institutions.
Capital International Investors is the largest reported institutional holder of MSTR, with approximately 34,902,002 shares worth $3.03B as of Q2 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of MSTR, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC, CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for MSTR is 58 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
92 institutions opened new positions in MSTR during Q2 2026, while 180 fully exited. 114 added to existing positions and 644 trimmed.
MSTR institutional ownership rose by 8.37 percentage points quarter-over-quarter, with a net change of -77 holders.
The top 10 institutions account for 60.0% of all reported 13F value in MSTR, and the top 25 account for 78.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Strategy Inc (MSTR) Institutional Ownership