Who Owns Strategy Stock?
NASDAQ: MSTRTechnologyComputer Software: Prepackaged SoftwareUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 54.99%
- Held by insiders
- 0.20%
- Institutional holders
- 1,237
- Institutions 55.0%
- Insiders 0.2%
- Public and other 44.8%
Who owns Strategy stock?
Institutional investors own about 55.0% of Strategy's shares, spread across 1,237 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.20% of MSTR.
The largest institutional holders are Capital International Investors (8.67%), Blackrock Inc. (4.82%) and Vanguard Portfolio Management LLC (3.82%). Together, the top 10 institutions control 31.3% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their MSTR positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of MSTR
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Capital International Investors | 34.90M | 8.67% | +11.0% |
| Blackrock Inc. | 19.39M | 4.82% | +9.2% |
| Vanguard Portfolio Management LLC | 15.35M | 3.82% | +4.2% |
| Vanguard Capital Management LLC | 14.94M | 3.71% | +6.1% |
| Invesco Ltd. | 9.34M | 2.32% | +7.1% |
| Morgan Stanley | 9.33M | 2.32% | +0.5% |
| State Street Corporation | 7.53M | 1.87% | +7.2% |
| Goldman Sachs Group Inc | 5.81M | 1.44% | +225.2% |
| UBS Group AG | 4.94M | 1.23% | -21.7% |
| Geode Capital Management, LLC | 4.61M | 1.14% | -1.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of MSTR
| Fund | Shares | % Held |
|---|---|---|
| Growth Fund of America | 20.81M | 5.17% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 11.51M | 2.86% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 10.50M | 2.61% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 7.17M | 1.78% |
| Invesco QQQ Trust, Series 1 | 7.12M | 1.77% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | 4.08M | 1.01% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 3.79M | 0.94% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | 3.14M | 0.78% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | 2.12M | 0.53% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | 1.90M | 0.47% |
Frequently asked questions
Who is the largest shareholder of Strategy?
Capital International Investors is the largest institutional shareholder of MSTR, owning 8.67% of shares outstanding (34.90M shares) as of its latest 13F filing.
What percentage of Strategy is owned by institutions?
Institutions own about 55.0% of MSTR shares and 55.1% of the public float.
How much of Strategy do insiders own?
Insiders, such as officers and directors, own about 0.20% of MSTR shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.