- Thirteen of Strategy‘s 15 largest institutional shareholders increased their stakes in the company during the first quarter of 2026.
- Morgan Stanley Investment Management was the sole major investor to reduce its position, cutting its stake by $7 million.
- Despite a broader crypto slump, Strategy has outperformed Bitcoin in 2026, gaining over 8% while Bitcoin has dropped more than 11%.
Institutional investors overwhelmingly increased their positions in Strategy (MSTR) during Q1 2026, with only Morgan Stanley Investment Management reducing its stake, according to data shared by CEO Phong Le. Consequently, the company’s stock gained over 1.75% in midday trade on Wednesday as Bitcoin reclaimed the $77,000 level.
Capital International Investors made the largest addition, boosting its stake by roughly $1.9 billion to a total of $5.58 billion. Meanwhile, Vanguard Portfolio Management and BlackRock Institutional Trust also significantly increased their exposures, adding about $967 million and $377 million respectively.
However, retail sentiment around MSTR on platforms like Stocktwits remained bearish despite the price gain. So far this year, MSTR’s stock has gained over 8%, outperforming Bitcoin which has dropped more than 11% in the same period.
Strategy executive chairman Michael Saylor has continued to accumulate Bitcoin aggressively despite the ongoing crypto bear market. This week the company made a $2 billion Bitcoin purchase, its second such large buy in less than a month, bringing its total holdings to nearly 850,000 coins valued at approximately $65.17 billion.
Crypto analyst PlanC noted in a podcast that Saylor’s ongoing purchases help absorb broader sell-side pressure. Over the last 12 months, however, both assets have faced significant pressure, with Strategy’s shares plummeting over 60% while Bitcoin is down 26%.
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