STRATEGY INC (MSTR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
833
Reporting holders
$32.2B
Reported value
43.6%
Held as options
-76
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital International Investors | $3.0B | 34,902,002 | 0.63% | 21q | +11.0%+$300.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7B | 2,520,930 | 0.21% | 31q | +96.5%+$1.3B |
| JANE STREET GROUP, LLC | $2.4B | 2,677,622 | 0.20% | 25q | +1176.1%+$2.2B |
| CITADEL ADVISORS LLC | $2.2B | 117,928 | 0.25% | 31q | -90.3%-$20.4B |
| CTC LLC | $1.9B | 432,111 | 0.59% | 11q | -14.5%-$313.8M |
| BlackRock, Inc. | $1.7B | 19,394,284 | 0.03% | 8q | +9.2%+$142.6M |
| Tidal Investments LLC | $1.4B | 991,334 | 2.50% | 23q | -27.1%-$537.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3B | 15,353,408 | 0.06% | 2q | +4.1%+$53.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.3B | 14,938,599 | 0.03% | 2q | +6.1%+$74.9M |
| GOLDMAN SACHS GROUP INC | $966.8M | 5,810,162 | 0.08% | 31q | +225.2%+$669.5M |
| Invesco Ltd. | $812.0M | 9,340,682 | 0.06% | 31q | +7.1%+$53.6M |
| MORGAN STANLEY | $811.1M | 9,330,454 | 0.04% | 35q | HELD |
| STATE STREET CORP | $654.4M | 7,527,561 | 0.02% | 31q | +7.2%+$44.0M |
| UBS Group AG | $542.0M | 4,943,411 | 0.07% | 31q | -21.7%-$150.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $399.3M | 4,606,751 | 0.02% | 31q | -1.1%-$4.3M |
| Capital World Investors | $374.8M | 4,310,934 | 0.04% | 22q | +0.7%+$2.5M |
| NORGES BANK | $345.9M | 3,979,476 | 0.03% | 10q | +12.8%+$39.2M |
| Marex Group Ltd | $317.9M | 1,471,629 | 1.35% | 10q | -56.9%-$419.1M |
| WELLS FARGO & COMPANY/MN | $308.7M | 1,994,253 | 0.05% | 31q | +37.3%+$84.0M |
| Belvedere Trading LLC | $294.0M | 346,855 | 0.34% | 17q | +11.6%+$30.6M |
| CANTOR FITZGERALD, L. P. | $283.0M | 1,775,992 | 1.53% | 7q | -2.6%-$7.6M |
| Harvest Portfolios Group Inc. | $271.4M | 3,121,927 | 3.83% | 6q | +16.5%+$38.4M |
| Capital Research Global Investors | $260.3M | 2,993,437 | 0.04% | 16q | -60.7%-$401.9M |
| D. E. Shaw & Co., Inc. | $252.9M | 172,455 | 0.12% | 7q | +498.6%+$210.7M |
| CAPSTONE INVESTMENT ADVISORS, LLC | $233.0M | 1,298,361 | 0.43% | 15q | +1948.1%+$221.6M |
| LMR Partners LLP | $232.5M | 180,681 | 0.87% | 10q | -35.0%-$125.3M |
| RENAISSANCE TECHNOLOGIES LLC | $222.0M | 2,553,692 | 0.31% | 8q | +19.8%+$36.8M |
| PEAK6 LLC | $194.9M | 388,347 | 0.40% | 7q | HELD |
| MILLENNIUM MANAGEMENT LLC | $185.5M | options only | 0.07% | 17q | OPTIONS |
| VANGUARD FIDUCIARY TRUST CO | $182.1M | 2,094,345 | 0.04% | 2q | +7.4%+$12.6M |
| Capula Management Ltd | $174.6M | 1,002,482 | 0.62% | 7q | +22397.4%+$173.9M |
| NORTHERN TRUST CORP | $159.2M | 1,831,554 | 0.02% | 31q | +3.9%+$6.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $156.1M | 1,795,815 | 0.02% | 31q | +15.4%+$20.8M |
| Sixth Street Partners Management Company, L.P. | $156.1M | 1,795,815 | 0.02% | new | NEW |
| Parallax Volatility Advisers, L.P. | $143.9M | 30,024 | 0.24% | 21q | -72.7%-$383.5M |
| EXCHANGE TRADED CONCEPTS, LLC | $140.2M | 708,262 | 0.32% | 21q | +170.3%+$88.3M |
| Clear Street Group Inc. | $135.2M | 1,554,968 | 0.34% | 4q | +21.1%+$23.6M |
| BARCLAYS PLC | $132.2M | 696,319 | 0.03% | 31q | -9.8%-$14.3M |
| Legal & General Group Plc | $123.5M | 1,420,987 | 0.03% | 31q | +3.5%+$4.2M |
| WOLVERINE ASSET MANAGEMENT LLC | $119.7M | 18,694 | 1.05% | 21q | +9636.5%+$118.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $117.1M | 1,346,925 | 0.02% | 31q | -14.4%-$19.7M |
| NATIXIS | $115.4M | 852,901 | 0.46% | 14q | +38.6%+$32.2M |
| Amundi | $115.1M | 1,324,053 | 0.03% | 21q | +148.9%+$68.9M |
| CITIGROUP INC | $107.5M | 961,554 | 0.04% | 31q | +33.0%+$26.7M |
| NATIONAL BANK OF CANADA /FI/ | $105.0M | 1,207,518 | 0.08% | 19q | +127.8%+$58.9M |
| Qube Research & Technologies Ltd | $103.0M | options only | 0.10% | 12q | OPTIONS |
| BANK OF AMERICA CORP /DE/ | $102.3M | 1,176,925 | 0.01% | 31q | -70.3%-$242.4M |
| Sessa Capital IM, L.P. | $100.0M | options only | 1.67% | 3q | OPTIONS |
| Quadrature Capital Ltd | $99.9M | 1,148,665 | 0.85% | 3q | +174.0%+$63.4M |
| AMERIPRISE FINANCIAL INC | $96.3M | 107,219 | 0.02% | 31q | -37.8%-$58.5M |
| Balyasny Asset Management L.P. | $96.0M | 43,092 | 0.12% | 14q | +88.9%+$45.2M |
| Hudson Bay Capital Management LP | $94.7M | 79,432 | 0.26% | 10q | -65.4%-$178.8M |
| Walleye Trading LLC | $90.2M | 21,975 | 0.10% | 24q | -58.8%-$128.9M |
| Bank of New York Mellon Corp | $89.5M | 1,029,623 | 0.01% | 31q | +1.4%+$1.3M |
| TUDOR INVESTMENT CORP ET AL | $82.4M | options only | 0.11% | 14q | OPTIONS |
| National Pension Service | $78.9M | 907,442 | 0.05% | 9q | +10.4%+$7.4M |
| MARSHALL WACE, LLP | $77.1M | options only | 0.06% | 4q | OPTIONS |
| DEUTSCHE BANK AG\ | $76.1M | 874,925 | 0.02% | 34q | +11.5%+$7.8M |
| FIRST TRUST ADVISORS LP | $74.4M | 855,839 | 0.04% | 29q | +13.2%+$8.7M |
| Weiss Asset Management LP | $72.1M | 629,895 | 0.76% | 9q | -5.6%-$4.3M |
| LPL Financial LLC | $67.5M | 739,642 | 0.02% | 23q | +4.6%+$3.0M |
| Swiss National Bank | $64.0M | 736,300 | 0.03% | 31q | -3.9%-$2.6M |
| BANK OF MONTREAL /CAN/ | $62.6M | 709,590 | 0.02% | 17q | -16.8%-$12.6M |
| HSBC HOLDINGS PLC | $61.0M | 426,378 | 0.03% | 14q | +33.0%+$15.1M |
| JPMORGAN CHASE & CO | $57.9M | 624,387 | 0.00% | 31q | +10.6%+$5.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $52.7M | 605,800 | 0.04% | 2q | +14.9%+$6.8M |
| Sumitomo Mitsui Trust Group, Inc. | $52.5M | 604,139 | 0.03% | 9q | +0.8%+$417.8K |
| NOMURA HOLDINGS INC | $52.4M | 115,109 | 0.06% | 12q | -22.2%-$14.9M |
| CREDIT AGRICOLE S A | $52.3M | 161,080 | 0.11% | 19q | +29.2%+$11.8M |
| SUSQUEHANNA ADVISORS GROUP, INC. | $52.2M | options only | 0.91% | 6q | OPTIONS |
| Nuveen, LLC | $51.4M | 591,571 | 0.01% | 6q | +2.5%+$1.2M |
| Bitwise Funds Trust | $39.7M | 381,626 | 8.77% | new | FIRST |
| FMR LLC | $38.2M | 439,718 | 0.00% | 22q | -54.9%-$46.6M |
| VAN ECK ASSOCIATES CORP | $36.5M | 420,290 | 0.02% | 21q | +39.4%+$10.3M |
| COMPASS ROSE ASSET MANAGEMENT, LP | $35.2M | 202,500 | 0.99% | new | NEW |
| ROYAL BANK OF CANADA | $33.5M | 385,002 | 0.00% | 31q | +13.6%+$4.0M |
| California Public Employees Retirement System | $33.1M | 381,048 | 0.02% | 31q | -1.9%-$630.2K |
| Vontobel Holding Ltd. | $32.3M | 102,224 | 0.10% | 13q | -72.6%-$85.6M |
| Man Group plc | $32.1M | 71,298 | 0.05% | 5q | -31.9%-$15.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $30.4M | 160,534 | 0.02% | 10q | +53.6%+$10.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $29.9M | 343,869 | 0.02% | 12q | +11.9%+$3.2M |
| Caitong International Asset Management Co., Ltd | $29.1M | 334,219 | 3.99% | new | NEW |
| Point72 Asset Management, L.P. | $28.6M | options only | 0.03% | 18q | OPTIONS |
| Greenland Capital Management LP | $28.3M | 25,426 | 3.49% | 7q | HELD |
| RHUMBLINE ADVISERS | $28.0M | 322,176 | 0.02% | 31q | -5.2%-$1.5M |
| Squarepoint Ops LLC | $27.9M | 143,672 | 0.03% | 13q | +78.6%+$12.3M |
| NEW YORK STATE COMMON RETIREMENT FUND | $27.8M | 319,850 | 0.04% | 31q | -3.4%-$991.0K |
| Foundations Investment Advisors, LLC | $27.7M | 318,171 | 0.28% | 14q | +4.2%+$1.1M |
| ProShare Advisors LLC | $26.9M | 309,680 | 0.04% | 23q | -22.6%-$7.9M |
| BNP PARIBAS FINANCIAL MARKETS | $26.8M | 308,400 | 0.01% | 15q | +49.0%+$8.8M |
| IMC-Chicago, LLC | $25.6M | 294,903 | 0.01% | new | NEW |
| BIT Capital GmbH | $25.5M | options only | 0.76% | 20q | OPTIONS |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $23.6M | 271,273 | 0.04% | 23q | +4.3%+$966.9K |
| TWO SIGMA INVESTMENTS, LP | $22.0M | options only | 0.02% | 17q | OPTIONS |
| OFI INVEST ASSET MANAGEMENT | $20.4M | 268,183 | 0.20% | 3q | HELD |
| AVIVA PLC | $19.9M | 229,471 | 0.03% | 9q | +0.5%+$102.4K |
| VICTORY CAPITAL MANAGEMENT INC | $19.6M | 225,861 | 0.01% | 14q | +5.1%+$949.3K |
| Jain Global LLC | $19.2M | 36,809 | 0.08% | 5q | HELD |
| GROUP ONE TRADING LLC | $19.2M | 220,929 | 0.03% | 7q | +734.3%+$16.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $19.1M | 219,538 | 0.02% | 23q | -0.8%-$160.0K |
Showing the largest 100 of 882 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 833 | $32.2B | 208,575,682 | 91 | 335 | 252 | 43.6% |
| Q1 2026 | 909 | $43.0B | 196,335,978 | 105 | 419 | 214 | 43.1% |
| Q4 2025 | 955 | $50.9B | 171,870,660 | 106 | 340 | 314 | 48.6% |
| Q3 2025 | 1,049 | $104.6B | 140,410,398 | 107 | 455 | 283 | 56.7% |
| Q2 2025 | 1,113 | $110.5B | 133,901,544 | 208 | 460 | 242 | 51.1% |
| Q1 2025 | 966 | $70.0B | 123,652,205 | 129 | 451 | 207 | 49.1% |
| Q4 2024 | 944 | $70.6B | 104,497,358 | 308 | 323 | 173 | 57.1% |
| Q3 2024 | 612 | $31.9B | 92,802,884 | 120 | 463 | 9 | 51.0% |
| Q2 2024 | 543 | $22.1B | 8,912,560 | 115 | 200 | 134 | 44.4% |
| Q1 2024 | 492 | $37.1B | 11,436,600 | 198 | 128 | 113 | 47.5% |
| Q4 2023 | 337 | $8.2B | 8,638,782 | 77 | 125 | 48 | 34.0% |
| Q3 2023 | 264 | $3.5B | 6,750,092 | 43 | 98 | 59 | 36.0% |
| Q2 2023 | 241 | $3.4B | 6,748,109 | 40 | 86 | 47 | 31.5% |
| Q1 2023 | 215 | $3.1B | 7,060,427 | 59 | 58 | 49 | 32.8% |
| Q4 2022 | 181 | $1.4B | 5,264,750 | 33 | 59 | 43 | 47.1% |
| Q3 2022 | 240 | $2.0B | 5,882,110 | 38 | 60 | 71 | 36.9% |
| Q2 2022 | 247 | $1.9B | 6,324,096 | 47 | 86 | 53 | 44.0% |
| Q1 2022 | 279 | $4.5B | 6,193,378 | 47 | 96 | 81 | 32.8% |
| Q4 2021 | 301 | $5.3B | 6,063,866 | 50 | 105 | 78 | 38.1% |
| Q3 2021 | 296 | $5.4B | 5,666,423 | 53 | 81 | 98 | 38.8% |
| Q2 2021 | 288 | $6.2B | 6,374,066 | 50 | 105 | 87 | 31.3% |
| Q1 2021 | 297 | $5.3B | 5,672,268 | 95 | 75 | 100 | 27.1% |
| Q4 2020 | 240 | $3.0B | 6,505,019 | 84 | 44 | 73 | 16.1% |
| Q3 2020 | 178 | $1.0B | 6,745,520 | 24 | 55 | 79 | 1.6% |
| Q2 2020 | 182 | $865.5M | 7,293,190 | 33 | 57 | 62 | 0.3% |
| Q1 2020 | 169 | $914.4M | 7,705,995 | 19 | 54 | 60 | 0.5% |
| Q4 2019 | 179 | $1.1B | 7,832,298 | 25 | 54 | 63 | 0.9% |
| Q3 2019 | 173 | $1.2B | 7,745,471 | 25 | 56 | 55 | 0.9% |
| Q2 2019 | 164 | $1.2B | 7,984,367 | 15 | 44 | 62 | 1.4% |
| Q1 2019 | 179 | $1.1B | 7,759,054 | 22 | 55 | 76 | 2.1% |
| Q4 2018 | 181 | $1.0B | 8,016,017 | 4 | 1 | 4 | 0.7% |