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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 12 tracked institutions holding MSTR, 6 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +4.1pt. It's a gauge of who owns the name, not just how many.
Among the 12 tracked institutional investors we monitor, MSTR (STRATEGY INC) is held with a combined value of $6.58B across 57,733,751 shares. The largest holder is VANGUARD GROUP INC with a position worth $3.66B (0.05% of their portfolio). Gotham Asset Management, LLC opened a new position in the most recent quarter. 6 funds increased their holdings. 4 funds reduced their position.
Total Institutional Value
$6.58B
Total Shares Held
57,733,751
Institutional Holders
12
Days to Cover
2.0-1.9%
31.88M shares short · FINRA 2026-08-14
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
3
$880.08K
3
$440.59K
Total Transactions
6
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Mar 12, 2026 | Jeanine Montgomery | S | Sale | 260 | $35.69K |
| Mar 12, 2026 | Andrew Kang | S | Sale | 916 | $125.72K |
| Mar 12, 2026 | Phong Le | S | Sale | 2,034 | $279.18K |
| Jan 20, 2026 | Jane A Dietze | P | Purchase | 1,000 | $99.48K |
| Jan 12, 2026 | CARL J RICKERTSEN | P | Purchase | 5,000 | $779.39K |
| Jan 8, 2026 | Phong Le | P | Purchase | 12 | $1.20K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $3.66B | 0.05% | +21.0% |
| 2 | BlackRock, Inc. | $1.69B | 0.03% | +9.2% |
| 3 | STATE STREET CORP | $654.37M | 0.02% | +7.2% |
| 4 | Capital Research Global Investors | $260.25M | 0.04% | -60.7% |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $221.99M | 0.31% | +19.8% |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $40.53M | 0.00% | +9.4% |
| 7 | FMR LLC | $38.22M | 0.00% | -54.9% |
| 8 | AQR CAPITAL MANAGEMENT LLC | $12.91M | 0.00% | +4.4% |
| 9 | CITADEL ADVISORS LLC | $10.25M | 0.01% | -90.3% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | $1.43M | 0.00% | -5.7% |
| Member | Type | Date |
|---|---|---|
| Gilbert Cisneros | Buy | Jun 5, 2026 |
| Shri Thanedar | Sell | Oct 21, 2025 |
| Jefferson Shreve | Sell | May 12, 2025 |
| Jefferson Shreve | Buy |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of MSTR with a position worth $3.66B, representing 0.05% of their portfolio. In total, 12 institutional investors hold MSTR with a combined value of $6.58B.
In the most recent quarter, 1 fund opened a new position in MSTR. Additionally, 6 increased their holdings and 4 reduced their positions.
Institutional investors hold $6.58B worth of MSTR stock across 12 positions. The largest institutional holder is VANGUARD GROUP INC with $3.66B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For MSTR, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their MSTR positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Feb 24, 2025 |
| Neal Patrick MD Dunn | Buy | Dec 24, 2024 |
| Shri Thanedar | Buy | Jul 1, 2024 |
Last Close
$136.52
2026-09-08
YTD
-13.1%
20% of 52-week range
