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Morgan Stanley

SEC CIK
0000895421
Latest filing
Aug 13, 2026

MSTR holding history

Strategy Inc in every 13F filed by Morgan Stanley, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSTR overviewAll 13F holders of MSTRFull Q2 2026 holdings

Shares (Q2 2026)
9,330,454
Value
$811.1M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MSTR by Morgan Stanley, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,330,454$811.1M<0.1%+44,440+0.5%AddedHolders
Q1 20269,286,014$1.16B0.1%−94,384−1.0%ReducedHolders
Q4 20259,380,398$1.43B0.1%+963,416+11.4%AddedHolders
Q3 20258,416,982$2.71B0.2%−778,275−8.5%ReducedHolders
Q2 20259,195,257$3.72B0.2%+1,511,317+19.7%AddedHolders
Q1 20257,683,940$2.22B0.2%+2,425,799+46.1%AddedHolders
Q4 20245,258,141$1.52B0.1%−4,336,867−45.2%ReducedHolders
Q3 20249,595,008$1.62B0.1%+1,773,898+22.7%AddedConverted for a 10-for-1 splitHolders
Q2 2024782,111$1.08B0.1%−182,248−18.9%ReducedHolders
Q1 2024964,359$1.64B0.1%+361,918+60.1%AddedHolders
Q4 2023602,441$380.5M<0.1%+299,083+98.6%AddedHolders
Q3 2023303,358$99.6M<0.1%+1,317+0.4%AddedHolders
Q2 2023302,041$103.4M<0.1%−14,537−4.6%ReducedHolders
Q1 2023316,578$92.5M<0.1%+62,933+24.8%AddedHolders
Q4 2022253,645$35.9M<0.1%+16,518+7.0%AddedHolders
Q3 2022237,127$50.3M<0.1%−17,716−7.0%ReducedHolders
Q2 2022254,843$41.9M<0.1%−101,070−28.4%ReducedHolders
Q1 2022355,913$173.1M<0.1%−84,145−19.1%ReducedHolders
Q4 2021440,058$239.6M<0.1%+8,371+1.9%AddedHolders
Q3 2021431,687$249.7M<0.1%+42,904+11.0%AddedHolders
Q2 2021388,783$258.3M<0.1%−24,361−5.9%ReducedHolders
Q1 2021413,144$280.4M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.