MICROSTRATEGY INC-CL A (MSTR) Institutional Ownership Changes & 13F Activity

MICROSTRATEGY INC-CL A (MSTR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goldman Sachs Group Inc, Bank Of America Corp, Invesco Ltd., Jane Street Group, Llc, and Capstone Investment Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Hbk Investments L PBuy+18,22718,227$1.58MQ2 2026Sep 16, 2026
Manufacturers Life Insurance Company, TheBuy+1,834+11.2%18,154$1.58MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+979+8.6%12,321$1.07MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+12+7.9%163$14.17KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-1,102,051-90.3%117,928$10.25MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+4,732+45.9%15,045$1.31MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+32+65.3%81$7.04KQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+19,690+39.5%69,499$6.04MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-738-0.2%400,891$34.85MQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Sell-1,416-17.0%6,922$601.73KQ2 2026Aug 21, 2026
Harvest Fund Management Co., LtdBuy+1,385+6.0%24,586$2.14MQ2 2026Aug 20, 2026
Cantor Fitzgerald, L. P.Sell-935,475-51.3%887,996$77.19MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-10,959-17.3%52,314$4.55MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-556-6.4%8,067$701.26KQ2 2026Aug 19, 2026
Rakuten Investment Management, Inc.Buy+9,026+28.6%40,617$3.76MQ2 2026Aug 18, 2026
Fulcrum Asset Management LlpBuy+3,0383,038$281.56KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+2,909+52.5%8,455$734.96KQ2 2026Aug 18, 2026
Pin Oak Investment Advisors IncBuy+1+0.2%548$48.00Q2 2026Aug 18, 2026
Capstone Investment Advisors, LlcBuy+1,234,967+1948.1%1,298,361$112.87MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-2,035-1.6%121,962$10.60MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+1,782+1.3%142,533$12.39MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-779-20.5%3,027$263.12KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-599-2.8%20,963$1.82MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+283+2.3%12,710$1.10MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+100+1.5%6,900$600.00KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-1-5.0%19$1.65KQ2 2026Aug 17, 2026
Goldman Sachs Group IncBuy+4,023,500+225.2%5,810,162$505.08MQ2 2026Aug 14, 2026
Bank Of America CorpSell-2,788,755-70.3%1,176,925$102.31MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+2,748,216+41.7%9,340,682$811.99MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+2,467,789+1176.1%2,677,622$232.77MQ2 2026Aug 14, 2026
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Frequently asked questions about MSTR activity

  • Which institutional owners are buying MSTR?

    Institutional owners buying MSTR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MSTR activity?

    "Buy" means an investor increased their reported position in MSTR compared to the prior reporting period. This reflects growing exposure to MICROSTRATEGY INC-CL A (MSTR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MSTR increasing?

    Institutional interest in MSTR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.