How many institutional investors hold MSTR?

6 tracked institutional investors disclosed a position in MSTR (STRATEGY INC) in their most recent 13F filing.

Who is the largest institutional holder of MSTR?

Ken Griffin, Citadel Advisors, holds the largest disclosed position in MSTR, valued at $2.6B.

Where does this MSTR ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

MSTR — STRATEGY INC

Name: STRATEGY INC (MSTR) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying MSTR?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence

Institutional Conviction

Net accumulation · 2 buying vs 1 selling last quarter

Macro Tailwind

Macro conditions are mixed for this sector

Congressional Activity

1 congressional purchase, 0 sales disclosed in the last 6 months

Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their MSTR position last quarter, 2 bought and 1 sold (67% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence

+2 tracked investors added or increased positions last quarter (Howard Marks, Howard Marks)
+6 tracked investors reported holding MSTR at their latest filing

Contradicting evidence — always shown

−1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
−13F data is disclosed up to 45 days after quarter end — positions may have changed since

Know the limits

· 13F disclosure lag (up to 45 days)
· Tracked investors are a sample, not the whole market
· Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About STRATEGY INC (MSTR)

STRATEGY INC (MSTR) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $2.6B. Across recent filings, tracked investors recorded 3 new positions, 0 increased, 1 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in MSTR

/100

Institutional Accumulation

Added / Increased3

Reduced1

Exited1

BearishBullish

Crowded Trade Score™

How many top investors track MSTR

/100

Moderate Interest

6investors

Several tracked investors have exposure.

UndiscoveredCrowded

151015+

MSTR Ownership Composition

How STRATEGY INC is held across tracked investor types, based on reported 13F positions.

Dominant Type

Other

97% of tracked value

Institutions

tracked investors

Total Reported

$3B

combined 13F value

Other97.2%
Hedge Funds2.8%

Other(4)

97.2%

Hedge Funds(2)

2.8%

Tracked investors reporting MSTR

Investor	Firm	Shares	Market value	% of portfolio	As of
Ken Griffin	Citadel Advisors	21.1M	$2.6B	0.43%	Mar 31, 2026
Izzy Englander	Millennium Management	1.4M	$176.3M	0.07%	Mar 31, 2026
Steve Cohen	Point72 Asset Management	87.5M	$73.2M	0.09%	Mar 31, 2026
Paul Tudor Jones	Tudor Investment Corp	675.6K	$84.3M	0.16%	Mar 31, 2026
Howard Marks	Oaktree Capital Management	12.1M	$10.1M	0.15%	Mar 31, 2026
Ray Dalio	Bridgewater Associates	5.6K	$694.9K	0.00%	Mar 31, 2026

Ken GriffinMar 31, 2026
Citadel Advisors
Shares
21.1M
Value
$2.6B
% Portfolio
0.43%
Izzy EnglanderMar 31, 2026
Millennium Management
Shares
1.4M
Value
$176.3M
% Portfolio
0.07%
Steve CohenMar 31, 2026
Point72 Asset Management
Shares
87.5M
Value
$73.2M
% Portfolio
0.09%
Paul Tudor JonesMar 31, 2026
Tudor Investment Corp
Shares
675.6K
Value
$84.3M
% Portfolio
0.16%
Howard MarksMar 31, 2026
Oaktree Capital Management
Shares
12.1M
Value
$10.1M
% Portfolio
0.15%
Ray DalioMar 31, 2026
Bridgewater Associates
Shares
5.6K
Value
$694.9K
% Portfolio
0.00%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Howard Marks	New	—	$10.1M	May 19, 2026
Howard Marks	New	—	$10.1M	May 20, 2026
Ray Dalio	Reduced	-44.29%	$694.9K	May 15, 2026
Ken Griffin	Sold	-100.00%	$0	Feb 17, 2026
Ray Dalio	Unchanged	0.00%	$1.5K	Feb 13, 2026
Ray Dalio	New	—	$3.2K	Nov 13, 2025

Howard Marks
New
$10.1MMay 19, 2026
Howard Marks
New
$10.1MMay 20, 2026
Ray Dalio
Reduced
$694.9K(-44.29%)May 15, 2026
Ken Griffin
Sold
$0(-100.00%)Feb 17, 2026
Ray Dalio
Unchanged
$1.5K(0.00%)Feb 13, 2026
Ray Dalio
New
$3.2KNov 13, 2025

Frequently asked questions

How many institutional investors hold MSTR?: 6 tracked institutional investors disclosed a position in MSTR (STRATEGY INC) in their most recent 13F filing.
Who is the largest institutional holder of MSTR?: Ken Griffin, Citadel Advisors, holds the largest disclosed position in MSTR, valued at $2.6B.
Did institutional ownership of MSTR increase or decrease?: Across recent 13F filings, tracked investors recorded 3 new positions, 0 increased, 1 reduced, and 1 fully exited MSTR.
Where does this MSTR ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.