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MSTR

MSTR 13F Investor Activity Report

Strategy INC

-$8.1B

Net Activity

Institutions Holding

979

Popularity Rank

#466

Avg Weight

0.35%

Total Value

$43.7B

Ownership Trend

979 institutions currently hold MSTR, with 575 net buyers and 445 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

445

Net Buying Institutions

575

Key Holders

Key Holders

Top 5 by Value

SI
Susquehanna International Group, LLP
$4.0B
CI
Capital International Investors
$3.9B
JS
Jane Street Group, LLC
$3.5B
CA
Citadel Advisors LLC
$2.6B
TI
Tidal Investments LLC
$2.4B

Top 5 by Conviction

HP
Harvest Portfolios Group Inc.
5.52%
DE
Defiance ETFs, LLC
5.17%
TI
Tidal Investments LLC
5.11%
CF
Cantor Fitzgerald, L. P.
4.24%
SC
Shaolin Capital Management LLC
4.04%
View all 979 holding institutions

Across its top 20 institutional holders, MSTR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 30/100).

Quarterly Activity

Recent Activity

+$27.6B

Total Buy Value

$24.7B

Total Sell Value

New buy113
Trim270
Add462
Sold out175

575

Net Buyers

445

Net Sellers

Smart Money Convergence

MSTR does not currently show a 13F-and-insider convergence signal — its insider confidence score is 36/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

3690d confidence

3

unique buyers

$1.13M

buy value

data as of 2026-07-18

12-Month Buy/Sell Activity

Mar 25
Jun 25
Sep 25
Jan 26
BuySell
ActionInsiderTitleDateValue
SellPatten Jarrod MDirector2026-03-30$90K
SellPatten Jarrod MDirector2026-03-26$96K
SellMontgomery JeanineVP & CAO2026-03-24$28K
SellMontgomery JeanineVP & CAO2026-03-24$34K
SellMontgomery JeanineVP & CAO2026-03-24$3K
SellKang AndrewEVP & CFO2026-03-24$14K
SellKang AndrewEVP & CFO2026-03-24$174K
SellKang AndrewEVP & CFO2026-03-24$141K
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

2

Filings (14d)

Data as of 2026-07-13
2026-07-13

Strategy Inc. (formerly MicroStrategy) filed an 8-K on July 13, 2026, to remind investors about its Strategy Dashboard on the company website. The dashboard is used as a public disclosure channel for information including bitcoin purchase updates, holdings, key performance indicators, and other data.

View Full Filing (SEC EDGAR)
2026-07-06

Strategy Inc (MSTR) filed an 8-K on July 6, 2026, announcing that Vice President & Chief Accounting Officer Jeanine Montgomery retired on June 30. The Board designated Executive Vice President & CFO Andrew Kang as the new principal accounting officer, effective the same date, with no additional compensation. The succession was previously disclosed in the company's May 2026 quarterly report.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

594972408, 594972908, 594972958

FAQ

Who are the top institutional investors holding STRATEGY INC (MSTR)?
Major stakeholders currently include Susquehanna International Group, LLP ($4.0B), Capital International Investors ($3.9B), Jane Street Group, LLC ($3.5B). Based on the latest 13F filings, there are a total of 979 tracked investment funds and institutions maintaining positions in MSTR.
What is the overall institutional sentiment toward MSTR recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $8.1B, driven by 575 managers accumulating shares while 445 reduced their exposure.
Which institutions have been selling or reducing their MSTR positions?
In the latest period, 270 funds trimmed their holdings, and 175 managers completely exited their positions. The aggregate reported sell value was $24.7B.
Are there any notable investors adding MSTR to their portfolios?
Yes, buying activity remains notable. 113 institutions opened new positions in {ticker}, and 462 existing holders added to their shares. The total reported buy value for the quarter amounted to $27.6B.

Related Stocks

Same Sector

Other stocks in the same GICS sector

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

921 institutions currently hold both MSTR and this stock

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AAPL

Apple INC

Institutions Holding

6,057

Total reported value

$2.4T

919 institutions currently hold both MSTR and this stock

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NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

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926 institutions currently hold both MSTR and this stock

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Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

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Institutions Holding

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Total reported value

$2.1T

3245 13F institutions increased their position this quarter

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AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

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NVDA

Nvidia CORP

Institutions Holding

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Total reported value

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2743 13F institutions increased their position this quarter

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