13F institutional ownership facts

Institutions tracked

50

Reported value

$253,113,386.00

Reported shares

2,911,692

Latest filing period

Q2 2026

Top institutional holders

  1. Capital International Investors · $3,034,130,047 · 0.63%
  2. Invesco · $811,985,528 · 0.06%
  3. UBS Group · $429,730,719 · 0.05%
  4. Capital World Investors · $374,760,224 · 0.04%
  5. David Solomon - Goldman Sachs · $505,077,319 · 0.04%
  6. Morgan Stanley · $811,096,588 · 0.04%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$MSTR

Institutional Holdings

50

Top Institutions

Top Institutions

1

Capital International Investors

34,902,002 shares

0.63%

% of Portfolio

2

Invesco

9,340,682 shares

0.06%

% of Portfolio

3

UBS Group

4,943,411 shares

0.05%

% of Portfolio

4

Capital World Investors

4,310,934 shares

0.04%

% of Portfolio

5

David Solomon - Goldman Sachs

5,810,162 shares

0.04%

% of Portfolio

6

Morgan Stanley

9,330,454 shares

0.04%

% of Portfolio

7

Amundi

1,324,053 shares

0.03%

% of Portfolio

8

Larry Fink - BlackRock

19,394,284 shares

0.03%

% of Portfolio

9

Legal & General

1,420,987 shares

0.03%

% of Portfolio

10

CalPERS

381,048 shares

0.02%

% of Portfolio

11

Charles Schwab

1,795,815 shares

0.02%

% of Portfolio

12

Geode Capital Management

4,606,751 shares

0.02%

% of Portfolio

13

Jan van Eck - VanEck

420,290 shares

0.02%

% of Portfolio

14

Jane Street Group

2,677,622 shares

0.02%

% of Portfolio

15

Northern Trust Corp

1,831,554 shares

0.02%

% of Portfolio

16

SG Americas Securities

393,775 shares

0.02%

% of Portfolio

17

State Street Corp

7,527,561 shares

0.02%

% of Portfolio

18

David E. Shaw - D.E. Shaw & Co.

172,455 shares

0.01%

% of Portfolio

19

BNP Paribas

308,400 shares

0.01%

% of Portfolio

20

Nuveen

591,571 shares

0.01%

% of Portfolio

21

Mitsubishi Ufj Asset Management Co., Ltd.

343,869 shares

0.02%

% of Portfolio

22

Robeco Institutional Asset Management

133,755 shares

0.01%

% of Portfolio

23

Dmitry Balyasny - Balyasny Asset Management

43,092 shares

NaN%

% of Portfolio

24

Ken Griffin - Citadel Advisors

117,928 shares

NaN%

% of Portfolio

25

Cliff Asness - AQR Capital Management

152,332 shares

NaN%

% of Portfolio

26

T. Rowe Price

466,204 shares

NaN%

% of Portfolio

27

Jamie Dimon - JPMorgan Chase

624,387 shares

NaN%

% of Portfolio

28

Ensign Peak Advisors

20,200 shares

NaN%

% of Portfolio

29

Canada Pension Plan Investment Board

46,203 shares

NaN%

% of Portfolio

30

Voya Investment Mgmt

10,281 shares

NaN%

% of Portfolio

31

Joel Greenblatt - Gotham Asset Management

3,649 shares

NaN%

% of Portfolio

32

PNC Financial Services

13,072 shares

NaN%

% of Portfolio

33

Franklin Resources

23,355 shares

NaN%

% of Portfolio

34

Mike Hankin - Brown Advisory INC

2,648 shares

NaN%

% of Portfolio

35

Fidelity International (FIL)

4,970 shares

NaN%

% of Portfolio

36

Wellington Management

16,492 shares

NaN%

% of Portfolio

37

Lazard Asset Management

1,232 shares

NaN%

% of Portfolio

38

Israel Englander - Millennium Management

0 shares

0.00%

% of Portfolio

39

Neuberger Berman

0 shares

0.00%

% of Portfolio

40

Renaissance Technologies

2,553,692 shares

0.31%

% of Portfolio

41

Natixis

852,901 shares

0.30%

% of Portfolio

42

Jefferies Group

142,533 shares

0.08%

% of Portfolio

43

Nomura Holdings INC

115,109 shares

0.01%

% of Portfolio

44

Macquarie Group

20,196 shares

0.01%

% of Portfolio

45

New York Life Invest

3,496 shares

NaN%

% of Portfolio

46

Ray Dalio - Bridgewater Associates

5,568 shares

NaN%

% of Portfolio

47

Steve Cohen - Point72 Asset Management

0 shares

0.00%

% of Portfolio

48

Verition Fund Management LLC

0 shares

0.00%

% of Portfolio

49

Murray Stahl - Horizon Kinetics

129,774 shares

0.13%

% of Portfolio

50

Bill Miller - Miller Value Partners

50,203 shares

1.03%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

41%

LARGE

32%

MEDIUM

23%

SMALL

4%

Geographic Distribution

North America
71%
Europe
22%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

56

Sellers

27

Holders

68

New

22

Exited

9

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Insider TradingPRO

Trading Statistics

Insider Buyers

19

Insider Sellers

27

Purchase Value

$21.8M

Role Distribution

CEO
26%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

81

A-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
76
Recent Activity
82
Concentration
83
Momentum
79
Stability
84

Recent Actions

New

11

Increased

27

Decreased

11

Exited

4

Total

40

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