MSTR Institutional Ownership
Top institutional (13F) holders of MSTR and 5%+ (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
49
Institutional value
$22.51B
Top holder
Capital International Investors
Top holders
| Holder | Stake | Filed | Value |
|---|---|---|---|
| Capital International Investorsinvestment advisor | 8.7% | Aug 12, 2026 | $3.03B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPinvestment advisor | 7.7% | Aug 14, 2026 | $2.71B |
| JANE STREET GROUP, LLCholding company | 6.7% | Aug 14, 2026 | $2.35B |
| CITADEL ADVISORS LLCinvestment advisor | 6.2% | Sep 1, 2026 | $2.18B |
| BlackRock, Inc.holding company | 4.8% | Aug 7, 2026 | $1.69B |
| Vanguard Portfolio Managementinvestment advisor | 3.8% | Aug 13, 2026 | $1.33B |
| Vanguard Capital Managementinvestment advisor | 3.7% | Aug 13, 2026 | $1.3B |
| GOLDMAN SACHS GROUP INCinvestment advisor | 2.8% | Aug 14, 2026 | $966.82M |
| Invesco Ltd.holding company | 2.3% | Aug 14, 2026 | $811.99M |
| MORGAN STANLEYholding company | 2.3% | Aug 13, 2026 | $811.1M |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | 1.2% | Nov 6, 2026 | $747.75M |
| STATE STREET CORPORATIONholding company | 1.9% | Sep 22, 2026 | $654.37M |
| UBS Group AGbank | 1.5% | Aug 13, 2026 | $542.05M |
| Capital World Investorsinvestment advisor | 1.1% | Aug 12, 2026 | $374.76M |
| Norges Bankother | 1.0% | Aug 12, 2026 | $345.94M |
| WELLS FARGO & COMPANY/MNinvestment advisor | 0.9% | Aug 14, 2026 | $308.73M |
| Capital Research Global Investorsinvestment advisor | 0.7% | Aug 12, 2026 | $260.25M |
| D. E. Shaw & Co., Inc.investment advisor | 0.7% | Aug 14, 2026 | $252.93M |
| RENAISSANCE TECHNOLOGIES LLCinvestment advisor | 0.6% | Aug 13, 2026 | $221.99M |
| MILLENNIUM MANAGEMENT LLCinvestment advisor | 0.5% | Aug 14, 2026 | $185.48M |
| Bank of New York Mellon Corpholding company | 0.3% | Nov 5, 2026 | $161.7M |
| NORTHERN TRUST CORPinvestment advisor | 0.5% | Aug 13, 2026 | $159.22M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | 0.4% | Aug 14, 2026 | $156.11M |
| CITIGROUP INCinvestment advisor | 0.2% | Nov 4, 2026 | $121.18M |
| BANK OF AMERICA CORP /DE/holding company | 0.3% | Aug 14, 2026 | $102.31M |
5%+ holders
Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.
| Holder | Form | Stake | Filed |
|---|---|---|---|
| Citadel Global Equities Master Fund Ltdotherwith CITADEL ADVISORS LLC and 4 others | SC 13G/A | 5.0% | Feb 16, 2010 |
| Capital International Investorsinvestment advisor | SC 13G/A | 10.1% | May 14, 2026 |
| Michael J. Saylorother | SC 13G/A | 9.9% | Oct 25, 2024 |
| Vanguard Capital Managementinvestment advisor | SC 13G | 5.3% | Apr 30, 2026 |
| Jane Street (Singapore) Pte. Limitedotherwith Jane Street Capital, LLC and 3 others | SC 13G/A | 6.5% | Feb 14, 2025 |
| BlackRock, Inc.holding company | SC 13G/A | 5.8% | Apr 17, 2025 |
| Capital International Investors 95-1411037investment advisor | SC 13G/A | 10.5% | Jan 10, 2024 |
| Eminence Capital, LLCotherwith Eminence GP, LLC and Ricky C. Sandler | SC 13G/A | 9.7% | Feb 14, 2014 |
| Essex Investment Management Company, LLC 04-3409177other | SC 13G/A | 5.3% | Feb 20, 2004 |
| Invesco Ltd. IRS # 980557567other | SC 13G/A | 6.3% | Feb 3, 2015 |
| CALC IV LPotherwith Citadel Advisors Holdings LP and 5 others | SC 13G | 7.7% | Feb 12, 2021 |
| Apex Capital, LLCotherwith Sanford J. Colen | SC 13D/A | 11.0% | Nov 6, 2014 |
| Alydar Capital, LLCotherwith Alydar Partners, LLC and 2 others | SC 13G/A | 9.0% | Feb 14, 2013 |
| Citadel Derivatives Trading Ltdotherwith CITADEL ADVISORS LLC and 7 others | SC 13G | 6.5% | Nov 9, 2009 |
| Citadel Advisors Holdings LPotherwith CITADEL ADVISORS LLC and 5 others | SC 13G/A | 9.0% | Feb 15, 2024 |
| Morton Holdings, Incotherwith Philip B. Korsant and 2 others | SC 13G/A | 9.0% | Feb 17, 2015 |
| Empire Capital Management, L.L.Cindividualwith Peter J. Richards and Scott A. Fine | SC 13G/A | 9.0% | Feb 14, 2013 |
| GEORGE SOROSotherwith JONATHAN SOROS and 2 others | SC 13G/A | 9.0% | Jan 6, 2012 |
| Brookside Capital Partners Fund, L.P. EIN No.: 04-3313066other | SC 13G/A | 9.0% | Feb 14, 2006 |
Institutional ownership for companies related to MSTR
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.