Sumitomo Mitsui Trust Group Inc. Reduces Holdings in Strategy Inc $MSTR

Posted by Andrew Walz on Jul 12th, 2026

Sumitomo Mitsui Trust Group Inc. trimmed its holdings in shares of Strategy Inc (NASDAQ:MSTR – Free Report) by 1.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 599,333 shares of the software maker’s stock after selling 7,296 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned approximately 0.18% of Strategy worth $74,797,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in MSTR. Capital International Investors boosted its stake in shares of Strategy by 37.3% during the 4th quarter. Capital International Investors now owns 20,614,868 shares of the software maker’s stock worth $3,132,460,000 after acquiring an additional 5,600,573 shares during the last quarter. Vanguard Group Inc. increased its stake in shares of Strategy by 21.0% in the 4th quarter. Vanguard Group Inc. now owns 24,062,886 shares of the software maker’s stock worth $3,656,356,000 after purchasing an additional 4,178,611 shares in the last quarter. Amundi increased its stake in shares of Strategy by 373.7% in the 4th quarter. Amundi now owns 4,790,702 shares of the software maker’s stock worth $727,947,000 after purchasing an additional 3,779,340 shares in the last quarter. Norges Bank bought a new position in Strategy in the 4th quarter worth $536,140,000. Finally, Capital Research Global Investors lifted its position in Strategy by 66.7% during the fourth quarter. Capital Research Global Investors now owns 7,008,535 shares of the software maker’s stock valued at $1,064,963,000 after purchasing an additional 2,803,277 shares in the last quarter. 59.84% of the stock is owned by hedge funds and other institutional investors.

Strategy Price Performance

NASDAQ:MSTR traded up $0.75 on Friday, reaching $94.64. 16,195,128 shares of the company’s stock traded hands, compared to its average volume of 25,728,920. The stock has a 50-day simple moving average of $134.56 and a 200-day simple moving average of $141.60. Strategy Inc has a 12 month low of $81.81 and a 12 month high of $457.22. The firm has a market cap of $33.17 billion, a PE ratio of -2.36 and a beta of 3.54. The company has a quick ratio of 6.05, a current ratio of 6.05 and a debt-to-equity ratio of 0.22.

Strategy (NASDAQ:MSTR – Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The software maker reported ($38.25) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.86) by ($37.39). Strategy had a negative return on equity of 26.97% and a negative net margin of 2,482.01%.The business had revenue of $124.30 million during the quarter, compared to the consensus estimate of $120.75 million. During the same period last year, the company earned ($16.49) EPS. The business’s revenue was up 11.9% on a year-over-year basis. Equities research analysts forecast that Strategy Inc will post 116.7 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on MSTR. Cantor Fitzgerald reissued an “overweight” rating on shares of Strategy in a report on Monday, June 15th. Citigroup reaffirmed a “buy” rating and issued a $136.00 price objective (down from $260.00) on shares of Strategy in a research note on Tuesday, June 30th. Benchmark reaffirmed a “buy” rating on shares of Strategy in a research report on Tuesday, June 2nd. B. Riley Financial boosted their price objective on Strategy from $200.00 to $215.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Finally, Zacks Research raised shares of Strategy from a “strong sell” rating to a “hold” rating in a report on Monday, July 6th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $266.31.

View Our Latest Report on Strategy

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

Positive Sentiment: Standard Chartered kept its bullish Bitcoin outlook intact, saying Strategy’s recent weakness is driven by investor confusion rather than deterioration in the company’s balance sheet. Standard Chartered Keeps $100,000 Bitcoin Target, Calls Strategy Selloff a ‘Communication Challenge’
Positive Sentiment: Barclays upgraded Strategy to strong-buy, adding support from at least one major analyst despite the stock’s sharp volatility.
Neutral Sentiment: Investors are still digesting Strategy’s shift toward active Bitcoin monetization, including sales to fund preferred dividends and support liquidity, which introduces a new but clearer capital-allocation framework. Strategy (MSTR) Sells 3,588 Bitcoin And Rewrites Its Treasury Playbook
Negative Sentiment: The Bitcoin sale and new monetization program undermine the old “never sell Bitcoin” narrative, fueling concern that Strategy may be under more financial pressure than previously believed. Strategy’s Preferred Shares Carry 10%-Plus Yields—and Lots of Risk

Insider Buying and Selling

In other news, CFO Andrew Kang sold 33,062 shares of Strategy stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $118.73, for a total transaction of $3,925,451.26. Following the sale, the chief financial officer owned 68,733 shares in the company, valued at $8,160,669.09. This trade represents a 32.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jarrod M. Patten sold 15,050 shares of Strategy stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $154.94, for a total transaction of $2,331,847.00. Following the sale, the director owned 28,000 shares in the company, valued at approximately $4,338,320. The trade was a 34.96% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have acquired 11,166 shares of company stock valued at $1,014,265 and have sold 188,922 shares valued at $24,585,457. 6.49% of the stock is owned by insiders.

Strategy Profile

(Free Report)

Strategy, formerly known as MicroStrategy, Incorporated (NASDAQ: MSTR) is a global provider of enterprise analytics and mobility software. The company’s flagship platform offers business intelligence, data discovery, and advanced visualizations that enable organizations to analyze large volumes of data and deliver actionable insights. In addition to traditional on-premises deployments, Strategy provides a range of cloud-based services and managed offerings that allow customers to leverage the power of its analytics tools without managing complex infrastructure.

Founded in 1989 by Michael J.