Strategy Inc
MSTR- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001050446
In the last 90 days, Strategy Inc insiders filed 0 open-market purchases and 8 sales; 852 institutions reported holding it in 13F filings for Q2 2026, worth $18.2B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Strategy Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 946
- −23 vs. Q4 2025
- Shares held
- 197.9M
- +51.0M (+34.7%) vs. Q4 2025
- Total value
- $24.7B
- +$2.30B (+10.3%) vs. Q4 2025
- New holders
- 134
- 455 more added
- Sold out
- 157
- 238 more reduced
13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSTR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 852 | $18.2B |
| Q1 2026 | 946 | $24.7B |
| Q4 2025 | 982 | $26.6B |
| Q3 2025 | 1,087 | $45.1B |
| Q2 2025 | 1,161 | $55.5B |
| Q1 2025 | 1,013 | $36.2B |
| Q4 2024 | 993 | $31.1B |
| Q3 2024 | 662 | $16.0B |
| Q2 2024 | 592 | $12.5B |
| Q1 2024 | 530 | $16.4B |
| Q4 2023 | 370 | $5.14B |
| Q3 2023 | 295 | $2.29B |
| Q2 2023 | 271 | $2.39B |
| Q1 2023 | 252 | $1.92B |
| Q4 2022 | 212 | $812.8M |
| Q3 2022 | 231 | $1.25B |
| Q2 2022 | 238 | $1.05B |
| Q1 2022 | 268 | $3.00B |
| Q4 2021 | 290 | $3.26B |
| Q3 2021 | 287 | $3.30B |
| Q2 2021 | 270 | $4.24B |
| Q1 2021 | 287 | $3.86B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 31,441,761 | $3.92B | 0.92% | +10,826,893+52.5% | Added |
| BlackRock, Inc. | 17,753,885 | $2.22B | 0.04% | +3,146,605+21.5% | Added |
| Vanguard Portfolio Management LLC | 14,741,707 | $1.84B | 0.10% | +14,741,707 | New |
| Vanguard Capital Management LLC | 14,077,512 | $1.76B | 0.04% | +14,077,512 | New |
| Morgan Stanley | 9,286,014 | $1.16B | 0.07% | −94,384−1.0% | Reduced |
| Invesco Ltd. | 8,724,357 | $1.09B | 0.11% | +891,888+11.4% | Added |
| Capital Research Global Investors | 7,615,709 | $950.4M | 0.15% | +607,174+8.7% | Added |
| State Street Corp | 7,020,926 | $876.2M | 0.03% | +893,625+14.6% | Added |
| UBS Group AG | 6,311,364 | $787.7M | 0.14% | +551,121+9.6% | Added |
| Geode Capital Management, LLC | 4,655,865 | $579.4M | 0.04% | +744,366+19.0% | Added |
| Capital World Investors | 4,282,108 | $534.4M | 0.07% | +1,370,797+47.1% | Added |
| Bank of America Corp | 3,965,680 | $494.9M | 0.04% | +117,374+3.1% | Added |
| Marex Group plc | 3,411,673 | $425.8M | 4.42% | +477,341+16.3% | Added |
| Defiance ETFs, LLC | 2,877,686 | $359.1M | 5.17% | +2,877,686 | New |
| Harvest Portfolios Group Inc. | 2,679,768 | $334.4M | 5.52% | +569,687+27.0% | Added |
| Vanguard Fiduciary Trust Co | 1,949,758 | $243.3M | 0.06% | +1,949,758 | New |
| Renaissance Technologies LLC | 2,130,881 | $230.8M | 0.36% | +1,173,549+122.6% | Added |
| Cantor Fitzgerald, L. P. | 1,823,471 | $227.6M | 8.25% | −607,112−25.0% | Reduced |
| Goldman Sachs Group Inc | 1,786,662 | $223.0M | 0.03% | −543,480−23.3% | Reduced |
| Northern Trust Corp | 1,762,014 | $219.9M | 0.03% | +180,062+11.4% | Added |
| UBS Asset Management Americas Inc | 1,573,730 | $196.4M | 0.04% | +79,914+5.3% | Added |
| Charles Schwab Investment Management Inc | 1,556,608 | $194.3M | 0.03% | +285,593+22.5% | Added |
| Alberta Investment Management Corp | 1,382,000 | $172.5M | 1.06% | +1,382,000 | New |
| Legal & General Group Plc | 1,372,447 | $171.3M | 0.04% | +5000.0% | Added |
| Toroso Investments, LLC | 1,360,186 | $169.8M | 0.53% | +419,359+44.6% | Added |
| Clear Street Group Inc. | 1,283,902 | $160.2M | 0.90% | −687,584−34.9% | Reduced |
| Susquehanna International Group, LLP | 1,282,636 | $160.1M | 0.21% | +966,778+306.1% | Added |
| Citadel Advisors LLC | 1,219,979 | $152.3M | 0.11% | +505,618+70.8% | Added |
| Bank of New York Mellon Corp | 1,014,993 | $126.7M | 0.02% | +101,810+11.1% | Added |
| FMR LLC | 975,655 | $121.8M | 0.01% | +710,502+268.0% | Added |
| Bank of Montreal | 852,764 | $106.4M | 0.05% | −233,863−21.5% | Reduced |
| National Pension Service | 821,985 | $102.6M | 0.08% | +207,576+33.8% | Added |
| Deutsche Bank AG | 784,919 | $98.0M | 0.03% | +53,215+7.3% | Added |
| Barclays PLC | 771,567 | $96.3M | 0.03% | −373,345−32.6% | Reduced |
| Swiss National Bank | 766,100 | $95.6M | 0.06% | +50,720+7.1% | Added |
| First Trust Advisors LP | 755,890 | $94.3M | 0.07% | +147,562+24.3% | Added |
| Wells Fargo & Company | 725,977 | $90.6M | 0.02% | +403,296+125.0% | Added |
| Citigroup Inc | 723,016 | $90.2M | 0.06% | +216,189+42.7% | Added |
| LPL Financial LLC | 707,167 | $88.3M | 0.02% | +91,290+14.8% | Added |
| Weiss Asset Management LP | 667,502 | $83.3M | 1.53% | −318,218−32.3% | Reduced |
| Natixis | 615,199 | $76.8M | 0.31% | +84,098+15.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 599,333 | $74.8M | 0.05% | −7,296−1.2% | Reduced |
| Nuveen, LLC | 577,281 | $72.0M | 0.02% | +96,049+20.0% | Added |
| SG Americas Securities, LLC | 558,805 | $69.7M | 0.08% | −169,922−23.3% | Reduced |
| JPMorgan Chase & Co | 564,358 | $68.5M | 0.00% | +65,816+13.2% | Added |
| Amundi | 531,986 | $66.4M | 0.02% | −4,258,716−88.9% | Reduced |
| National Bank of Canada | 529,984 | $66.1M | 0.07% | −471,773−47.1% | Reduced |
| Vanguard Asset Management, Ltd | 527,427 | $65.8M | 0.06% | +527,427 | New |
| Canada Pension Plan Investment Board | 521,186 | $65.0M | 0.04% | +82,443+18.8% | Added |
| CTC LLC | 505,227 | $63.1M | 5.05% | +273,397+117.9% | Added |
| Price T Rowe Associates Inc | 426,155 | $53.2M | 0.01% | +18,586+4.6% | Added |
| Quadrature Capital Ltd | 419,224 | $52.3M | 0.62% | −337,042−44.6% | Reduced |
| California State Teachers Retirement System | 401,629 | $50.1M | 0.05% | −6,740−1.7% | Reduced |
| ProShare Advisors LLC | 400,281 | $50.0M | 0.07% | −17,509−4.2% | Reduced |
| California Public Employees Retirement System | 388,298 | $48.5M | 0.03% | −82,334−17.5% | Reduced |
| Vontobel Holding Ltd. | 373,356 | $46.6M | 0.16% | +348,243+1,386.7% | Added |
| Rhumbline Advisers | 339,745 | $42.4M | 0.04% | +59,927+21.4% | Added |
| Royal Bank of Canada | 339,001 | $42.3M | 0.01% | −816,971−70.7% | Reduced |
| New York State Common Retirement Fund | 331,250 | $41.3M | 0.06% | +51,600+18.5% | Added |
| HSBC Holdings PLC | 320,662 | $39.7M | 0.02% | −49,395−13.3% | Reduced |
| Belvedere Trading LLC | 310,773 | $38.8M | 5.17% | +145,079+87.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 307,183 | $38.3M | 0.03% | +30,556+11.0% | Added |
| Foundations Investment Advisors, LLC | 305,448 | $38.1M | 0.47% | +39,703+14.9% | Added |
| Van Eck Associates Corp | 301,427 | $37.6M | 0.03% | −165,282−35.4% | Reduced |
| Old Mission Capital LLC | 297,631 | $37.2M | 0.88% | −196,905−39.8% | Reduced |
| Cetera Investment Advisers | 279,626 | $34.9M | 0.04% | +78,628+39.1% | Added |
| LMR Partners LLP | 278,042 | $34.7M | 0.32% | −136,910−33.0% | Reduced |
| Exchange Traded Concepts, LLC | 262,066 | $32.7M | 0.25% | +19,896+8.2% | Added |
| State Board of Administration of Florida Retirement System | 260,150 | $32.5M | 0.06% | +23,370+9.9% | Added |
| Ofi Invest Asset Management | 267,144 | $28.9M | 0.38% | +266,515+42,371.2% | Added |
| Hudson Bay Capital Management LP | 229,332 | $28.6M | 0.17% | +140,000+156.7% | Added |
| Aviva PLC | 228,293 | $28.5M | 0.05% | +9,377+4.3% | Added |
| Commonwealth Equity Services, LLC | 221,378 | $27.6M | 0.04% | +7,537+3.5% | Added |
| Victory Capital Management Inc | 214,941 | $26.8M | 0.02% | +20,113+10.3% | Added |
| Jane Street Group, LLC | 209,833 | $26.2M | 0.03% | −741,354−77.9% | Reduced |
| BNP Paribas Arbitrage, SA | 207,019 | $25.8M | 0.02% | −446,174−68.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 202,816 | $25.3M | 0.03% | +60,413+42.4% | Added |
| Treasurer of the State of North Carolina | 196,113 | $24.5M | 0.08% | +27,425+16.3% | Added |
| Stifel Financial Corp | 173,806 | $21.7M | 0.02% | −20,244−10.4% | Reduced |
| Vanguard Global Advisers, LLC | 172,409 | $21.5M | 0.01% | +172,409 | New |
| SIH Partners, LLLP | 170,050 | $21.2M | 0.65% | −90,180−34.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 166,550 | $20.8M | 0.02% | +63,474+61.6% | Added |
| Aspiring Ventures, LLC | 164,408 | $20.5M | 6.78% | +20,615+14.3% | Added |
| CWM, LLC | 161,806 | $20.2M | 0.05% | +136,942+550.8% | Added |
| HighTower Advisors, LLC | 158,793 | $19.8M | 0.02% | +41,583+35.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 148,464 | $18.5M | 0.03% | +13,497+10.0% | Added |
| Nomura Holdings Inc | 147,884 | $18.5M | 0.15% | −31,391−17.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 110,060 | $18.0M | 0.80% | +70,325+177.0% | Added |
| Alliancebernstein L.P. | 118,334 | $18.0M | 0.01% | +32,173+37.3% | Added |
| AQR Capital Management LLC | 145,933 | $17.9M | 0.01% | +127,414+688.0% | Added |
| NEOS Investment Management LLC | 142,040 | $17.7M | 0.09% | +37,996+36.5% | Added |
| Jefferies Financial Group Inc. | 140,751 | $17.6M | 0.21% | −9,747−6.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 139,253 | $17.4M | 0.19% | −124−0.1% | Reduced |
| Captrust Financial Advisors | 138,136 | $17.2M | 0.03% | +129,231+1,451.2% | Added |
| EULAV Asset Management | 138,000 | $17.2M | 0.55% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 136,264 | $17.0M | 0.04% | +12,475+10.1% | Added |
| State of Wisconsin Investment Board | 136,114 | $17.0M | 0.04% | +4,559+3.5% | Added |
| Strong Tower Advisory Services | 134,681 | $16.8M | 3.16% | +5,948+4.6% | Added |
| Great West Life Assurance Co | 133,925 | $16.8M | 0.03% | +320+0.2% | Added |
| Vanguard Investments Australia, Ltd. | 132,486 | $16.5M | 0.05% | +132,486 | New |