MSTR · Strategy Inc · Shareholders & Ownership
Every disclosed holder of MSTR in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns MSTR
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 215,261,112 | 56.02% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 19,998,580 | 5.20% |
| Remaining | 148,966,059 | 38.77% |
| Registered funds (N-PORT, not summed) | 100,337,209 | 26.11% |
Shares outstanding: 384,225,751, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of MSTR
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Capital International Investors
13F
CIK 1562230 · Investment adviser · Jun 30, 2026
Classes MSTR, STRK, carried, not yet filed for the newest quarter
|
36,120,913 | ||
| 2 |
Growth Fund of America
Fund
S000009228 · Registered fund · May 31, 2026
Growth Fund of America, not summed
|
23,499,123 | ||
| 3 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
Classes MSTR, STRK, carried, not yet filed for the newest quarter
|
20,133,532 | ||
| 3.1 |
iShares Expanded Tech-Software Sector ETF
Fund
S000004355 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,693,849 | ||
| 3.2 |
iShares Russell 1000 Value ETF
Fund
S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
729,362 | ||
| 3.3 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
426,654 | ||
| 3.4 |
iShares U.S. Technology ETF
Fund
S000004329 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
401,719 | ||
| 3.5 |
iShares MSCI USA Value Factor ETF
Fund
S000040205 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
356,206 | ||
| 4 |
|
19,998,580 | ||
| 5 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,353,408 | ||
| 6 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,938,599 | ||
| 7 |
American Funds Fundamental Investors
Fund
S000009227 · Registered fund · Jun 30, 2026
American Funds Fundamental Investors, not summed
|
11,507,558 | ||
| 8 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
10,502,853 | ||
| 9 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
Classes MSTR, STRK, carried, not yet filed for the newest quarter
|
9,392,886 | ||
| 9.1 |
GROWTH PORTFOLIO
Fund
S000002828 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
|
941,738 | ||
| 9.2 |
Morgan Stanley Insight Fund
Fund
S000002337 · Registered fund · Jun 30, 2026
Morgan Stanley Insight Fund, not summed
|
225,226 | ||
| 9.3 |
Discovery Portfolio
Fund
S000004127 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
|
150,997 | ||
| 9.4 |
Growth Portfolio
Fund
S000004177 · Registered fund · Jun 30, 2026
MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
|
150,844 | ||
| 9.5 |
Advantage Portfolio
Fund
S000027993 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
|
73,260 | ||
| 10 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,340,682 | ||
| 10.1 |
Invesco NASDAQ 100 ETF
Fund
S000069448 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
1,334,663 | ||
| 10.2 |
Invesco AI and Next Gen Software ETF
Fund
S000003033 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
62,539 | ||
| 10.3 |
Invesco MSCI USA ETF
Fund
S000058746 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
45,157 | ||
| 10.4 |
Invesco MSCI North America Climate ETF
Fund
S000089010 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
9,927 | ||
| 10.5 |
Invesco QQQ Income Advantage ETF
Fund
S000085601 · Registered fund · Jul 31, 2026
Invesco Actively Managed Exchange-Traded Fund Trust, not summed
|
9,106 | ||
| 11 |
STATE STREET CORP
13F
CIK 93751 · Bank · Jun 30, 2026
Classes MSTR, STRK, carried, not yet filed for the newest quarter
|
7,689,561 | ||
| 11.1 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
113,521 | ||
| 11.2 |
State Street(R) SPDR(R) S&P(R) Software & Services ETF
Fund
S000012329 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
25,464 | ||
| 11.3 |
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF
Fund
S000036082 · Registered fund · Jun 30, 2026
SPDR INDEX SHARES FUNDS, not summed
|
3,918 | ||
| 11.4 |
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF
Fund
S000048346 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
2,255 | ||
| 11.5 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
1,757 | ||
| 12 |
VANGUARD MID-CAP INDEX FUND
Fund
S000002844 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
7,167,954 | ||
| 13 |
Invesco QQQ Trust, Series 1
Fund
S000101292 · Registered fund · Jun 30, 2026
Invesco QQQ Trust, Series 1, not summed
|
7,022,113 | ||
| 14 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,810,162 | ||
| 14.1 |
Goldman Sachs Nasdaq-100 Premium Income ETF
Fund
S000081510 · Registered fund · Jun 30, 2026
Goldman Sachs ETF Trust, not summed
|
18,835 | ||
| 14.2 |
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Fund
S000058070 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
18,824 | ||
| 14.3 |
Goldman Sachs MarketBeta U.S. Equity ETF
Fund
S000066535 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
16,133 | ||
| 14.4 |
Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Fund
S000075322 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust II, not summed
|
10,941 | ||
| 14.5 |
Goldman Sachs Innovate Equity ETF
Fund
S000068597 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
3,820 | ||
| 15 |
Capital World Investors
13F
CIK 1422849 · Investment adviser · Jun 30, 2026
Classes MSTR, STRK, carried, not yet filed for the newest quarter
|
5,047,531 | ||
| 16 |
UBS Group AG
13F
CIK 1610520 · Bank · Jun 30, 2026
Classes MSTR, STRK, carried, not yet filed for the newest quarter
|
4,948,536 | ||
| 17 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,606,751 | ||
| 18 |
Growth Fund
Fund
S000008791 · Registered fund · Jun 30, 2026
AMERICAN FUNDS INSURANCE SERIES, not summed
|
4,082,954 | ||
| 19 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,979,476 | ||
| 20 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
3,793,677 | ||
| 21 |
VANGUARD VALUE INDEX FUND
Fund
S000002840 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
3,141,738 | ||
| 22 |
Harvest Portfolios Group Inc.
13F
CIK 1923739 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,121,927 | ||
| 23 |
Capital Research Global Investors
13F
CIK 1422848 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,993,437 | ||
| 24 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
Classes MSTR, STRK, carried, not yet filed for the newest quarter
|
2,692,661 | ||
| 25 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,553,692 | ||
| 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
CIK 1446194 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,520,930 | ||
| 27 |
VANGUARD MID-CAP VALUE INDEX FUND
Fund
S000012757 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,124,724 | ||
| 28 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,094,345 | ||
| 29 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
Classes MSTR, STRK, carried, not yet filed for the newest quarter
|
2,018,888 | ||
| 30 |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
Fund
S000004452 · Registered fund · May 31, 2026
VANGUARD WORLD FUND, not summed
|
1,895,006 | ||
| 31 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,831,554 | ||
| 31.1 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
8,374 | ||
| 32 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,795,815 | ||
| 32.1 |
Schwab U.S. Large-Cap Growth ETF
Fund
S000026633 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
669,740 | ||
| 32.2 |
Schwab U.S. Large-Cap ETF
Fund
S000026632 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
333,680 | ||
| 32.3 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
202,796 | ||
| 32.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
187,796 | ||
| 32.5 |
Schwab 1000 Index Fund
Fund
S000006807 · Registered fund · Jul 31, 2026
SCHWAB INVESTMENTS, not summed
|
105,005 | ||
| 33 |
Capital Group Growth ETF
Fund
S000074246 · Registered fund · May 31, 2026
Capital Group Growth ETF, not summed
|
1,583,609 | ||
| 34 |
Clear Street Group Inc.
13F
CIK 1881567 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,554,968 | ||
| 35 |
New Economy Fund
Fund
S000009598 · Registered fund · May 31, 2026
New Economy Fund, not summed
|
1,473,781 | ||
| 36 |
Marex Group plc
13F
CIK 1997464 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,471,629 | ||
| 37 |
Legal & General Group Plc
13F
CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,420,987 | ||
| 38 |
HRT FINANCIAL LP
13F
CIK 1475597 · Unknown · Jun 30, 2026
Classes MSTR, STRK, carried, not yet filed for the newest quarter
|
1,383,259 | ||
| 39 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
CIK 861177 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,346,925 | ||
| 40 |
Amundi
13F
CIK 1330387 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,324,053 | ||
| 41 |
CAPSTONE INVESTMENT ADVISORS, LLC
13F
CIK 1426196 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,298,361 | ||
| 42 |
NATIONAL BANK OF CANADA /FI/
13F
CIK 926171 · Bank · Jun 30, 2026
Classes MSTR, STRK, carried, not yet filed for the newest quarter
|
1,241,335 | ||
| 43 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,176,925 | ||
| 44 |
Quadrature Capital Ltd
13F
CIK 1651424 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,148,665 | ||
| 45 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,029,623 | ||
| 45.1 |
BNY Mellon US Large Cap Core Equity ETF
Fund
S000067260 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
27,828 | ||
| 46 |
Capula Management Ltd
13F
CIK 1557017 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,002,482 | ||
| 47 |
Tidal Investments LLC
13F
CIK 1600064 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
991,334 | ||
| 47.1 |
Fundstrat Granny Shots US Large Cap ETF
Fund
S000088227 · Registered fund · Jul 31, 2026
Tidal Trust III, not summed
|
582,760 | ||
| 47.2 |
YieldMax(R) Ultra Option Income Strategy ETF
Fund
S000084078 · Registered fund · Jul 31, 2026
Tidal Trust II, not summed
|
217,000 | ||
| 47.3 |
God Bless America ETF
Fund
S000077618 · Registered fund · May 31, 2026
Tidal Trust I, not summed
|
13,128 | ||
| 47.4 |
Nicholas Crypto Income ETF
Fund
S000093157 · Registered fund · Jul 31, 2026
Tidal Trust II, not summed
|
13,084 | ||
| 47.5 |
Sofi Select 500 ETF
Fund
S000065093 · Registered fund · May 31, 2026
Tidal Trust I, not summed
|
2,273 | ||
| 48 |
|
961,554 | ||
| 49 |
National Pension Service
13F
CIK 1608046 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
907,442 | ||
| 50 |
CANTOR FITZGERALD, L. P.
13F
CIK 1024896 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
887,996 |
56 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 1,063 holders
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