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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Amundi, Defiance Etfs, Llc, Susquehanna International Group, Llp, State Street Corp, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Stillwater Wealth Management Group | Buy | +14,000 | — | 14,000 | $1.22M | Q1 2026 | Oct 21, 2026 |
| Oslo Pensjonsforsikring As | Sell | -749 | -100.0% | 0 | $0.00 | Q1 2026 | Oct 13, 2026 |
| Op Asset Management Ltd | Sell | -2,380 | -8.2% | 26,657 | $3.33M | Q1 2026 | Sep 28, 2026 |
| M&T Bank Corp | Buy | +1,168 | +8.2% | 15,357 | $1.92M | Q1 2026 | Sep 04, 2026 |
| Cornerstone Financial Management Llc | Buy | +37 | +308.3% | 49 | $6.12K | Q1 2026 | Aug 28, 2026 |
| Ensign Peak Advisors, Inc | Buy | +5,400 | +55.7% | 15,100 | $1.88M | Q1 2026 | Aug 18, 2026 |
| Mirae Asset Global Investments Co., Ltd. | Buy | +22,847 | +26.1% | 110,378 | $13.78M | Q1 2026 | Aug 12, 2026 |
| Militia Capital Management Llc | Buy | +2,950 | — | 2,950 | $368.16K | Q1 2026 | Aug 12, 2026 |
| Brighton Jones Llc | Buy | +2,235 | — | 2,235 | $278.98K | Q1 2026 | Aug 07, 2026 |
| Invesco Ltd. | Buy | +577,976 | +9.6% | 6,592,466 | $822.74M | Q1 2026 | Jul 15, 2026 |
| Verus Capital Partners, Llc | Sell | -8,072 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 09, 2026 |
| Wells Fargo & Company/Mn | Buy | +403,296 | +125.0% | 725,977 | $90.60M | Q1 2026 | Jul 08, 2026 |
| Kerr Financial Planning Corp | Sell | -1 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 01, 2026 |
| Soa Wealth Advisors, Llc. | Buy | +1,000 | +934.6% | 1,107 | $138.15K | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Sell | -1,476 | -10.2% | 12,954 | $1.62M | Q1 2026 | May 19, 2026 |
| Amundi | Sell | -4,258,716 | -88.9% | 531,986 | $66.39M | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Buy | +117,374 | +3.1% | 3,965,680 | $494.92M | Q1 2026 | May 18, 2026 |
| Skybridge Capital Ii, Llc | Buy | +70,284 | — | 70,284 | $7.03M | Q1 2026 | May 18, 2026 |
| Msa Advisors, Llc | Buy | +32,290 | — | 32,290 | $4.03M | Q1 2026 | May 18, 2026 |
| California State Teachers Retirement System | Sell | -6,740 | -1.7% | 401,629 | $50.12M | Q1 2026 | May 18, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | Buy | +3,475 | +24.2% | 17,825 | $2.22M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +1,907 | +35.0% | 7,351 | $917.40K | Q1 2026 | May 18, 2026 |
| Altshuler Shaham Ltd | Sell | -1,748 | -94.7% | 98 | $12.23K | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +630 | +30.1% | 2,724 | $339.95K | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Sell | -56 | -0.8% | 6,800 | $849.00K | Q1 2026 | May 18, 2026 |
| Defiance Etfs, Llc | Buy | +2,877,686 | — | 2,877,686 | $359.14M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +966,778 | +306.1% | 1,282,636 | $160.07M | Q1 2026 | May 15, 2026 |
| State Street Corp | Buy | +893,625 | +14.6% | 7,020,926 | $876.21M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -816,971 | -70.7% | 339,001 | $42.31M | Q1 2026 | May 15, 2026 |
| Geode Capital Management, Llc | Buy | +744,366 | +19.0% | 4,655,865 | $579.42M | Q1 2026 | May 15, 2026 |
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.
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