MSTR Strategy Inc

NASDAQ
$160.01

Strategy Inc (MSTR) Institutional Ownership

What the institutions did with MSTR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
8
filed both this quarter and last
Managers holding
8
+2 on the quarter
Buyers
6
2 opened new
Sellers
0
0 sold out entirely
Buyer share
100.0%
of managers who traded it
Breadth
+100.0
net buyers, as a share of those trading

Only 8 managers reported a position this quarter, so the percentages above describe a very small sample.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
MassMutual Private Wealth & Trust, FSB 2.9K 30.4%
CX Institutional 2.9K 30.2%
Versant Capital Management, Inc 1.6K 16.1%
DOLIVER ADVISORS, LP 1.3K 13.6%
BURKETT FINANCIAL SERVICES, LLC 562 5.8%
Rosenberg Matthew Hamilton 341 3.5%
Miller Global Investments, LLC 28 0.3%
Planning Strategies Inc. 20 0.2%

Largest changes

Manager Action Previous Current Change
DOLIVER ADVISORS, LP New 0 1.3K +1.3K
Versant Capital Management, Inc Increased 851 1.6K +699
CX Institutional Increased 2.3K 2.9K +595
Rosenberg Matthew Hamilton New 0 341 +341
MassMutual Private Wealth & Trust, FSB Increased 2.9K 2.9K +4
Planning Strategies Inc. Increased 18 20 +2

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.