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Livermore
Livermore
ZHEN

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.

Other share classesSTRCSTRDSTRFSTRK

Q1 2026 vs. Q4 2025

How the institutions holding Strategy Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of MSTR: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders98213946−23
Shares174.6M27.7M197.9M+51.0M (+34.7%)
Value$26.6B$4.21B$24.7B+$2.30B (+10.3%)

13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (134)

Institutions that held Strategy Inc at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 134 by value.

Institutions new to MSTR in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC14,741,707$1.84B0.10%
Vanguard Capital Management LLC14,077,512$1.76B0.04%
Defiance ETFs, LLC2,877,686$359.1M5.17%
Vanguard Fiduciary Trust Co1,949,758$243.3M0.06%
Alberta Investment Management Corp1,382,000$172.5M1.06%
Vanguard Asset Management, Ltd527,427$65.8M0.06%
Vanguard Global Advisers, LLC172,409$21.5M0.01%
Vanguard Investments Australia, Ltd.132,486$16.5M0.05%
BIT Capital GmbH106,284$13.3M0.74%
Headlands Technologies LLC94,174$11.8M1.34%
Tredje AP-fonden77,484$9.67M0.05%
Point72 Asset Management, L.P.72,431$9.04M0.02%
SkyBridge Capital II, LLC70,284$7.03M53.52%
SEB Asset Management AB53,342$6.66M0.03%
Simplex Trading, LLC45,923$5.73M0.18%
XTX Topco Ltd45,509$5.68M0.10%
MSA Advisors, LLC32,290$4.03M1.21%
D.A. Davidson & Co.30,929$3.86M0.02%
Freemont Management S.A.27,200$3.39M0.63%
CIBC Bancorp USA Inc.26,074$3.25M0.00%
Evolution Wealth Advisors, LLC25,127$3.14M0.32%
Matauro, LLC24,115$3.01M0.43%
Telligent Fund, LP23,400$2.92M3.12%
Ilmarinen Mutual Pension Insurance Co20,918$2.61M0.02%
Centric Wealth Management12,380$2.28M0.45%
Prepared Retirement Institute LLC17,822$2.22M1.10%
Promethium Advisors,llc12,941$1.62M0.84%
Bleakley Financial Group, LLC12,800$1.60M0.02%
Empowered Funds, LLC12,427$1.55M0.01%
Maxi Investments CY Ltd12,400$1.55M0.34%
WCG Wealth Advisors LLC12,303$1.54M0.04%
E Fund Management Co., Ltd.10,822$1.35M0.04%
Abn Amro Investment Solutions9,805$1.22M0.02%
Sig Brokerage, LP7,816$975.4K0.28%
Spartan Wealth Advisory Services LLC7,036$878.1K0.08%
Institute for Wealth Management, LLC.6,465$806.8K0.09%
DeepCurrents Investment Group LLC6,363$794.1K0.03%
Steel Peak Wealth Management LLC6,096$760.8K0.02%
Dynasty Wealth Management, LLC5,783$721.7K0.01%
CoinFund Management LLC5,680$708.9K2.08%
Qube Research & Technologies Ltd5,557$693.5K0.00%
Bannerstone Capital Management, LLC5,554$693.1K0.72%
IPG Investment Advisors LLC5,124$639.5K0.11%
Skopos Labs, Inc.4,649$580.2K0.02%
Cambria Investment Management, L.P.4,431$553.0K0.03%
Pennington Partners & Co., LLC4,287$535.0K0.18%
Ritholtz Wealth Management4,254$530.9K0.01%
Everence Capital Management Inc3,884$485.0K0.03%
NewEdge Wealth, LLC3,412$425.8K0.01%
Savant Capital, LLC3,407$425.2K0.00%
Turner Capital Investments, LLC4,206$420.7K100.00%
Seelaus Asset Management LLC3,335$416.2K0.30%
Militia Capital Management LLC2,950$368.2K0.08%
Cornerstone Wealth Management, LLC2,908$362.9K0.02%
Quotient Wealth Partners, LLC2,868$357.9K0.01%
CMT Capital Markets Trading GmbH2,845$355.0K0.16%
Mizuho Markets Americas LLC2,796$348.9K0.01%
Purpose Unlimited Inc.2,747$343.0K0.01%
Clear Harbor Asset Management, LLC2,521$314.6K0.02%
Panoramic Investment Advisors, LLC2,516$314.0K0.17%
Primoris Wealth Advisors, LLC2,492$311.0K0.22%
Diversify Wealth Management, LLC1,958$309.7K0.01%
GWN Securities Inc.2,325$290.2K0.06%
Coastline Complete Wealth LLC2,283$284.9K0.18%
United Advisor Group, LLC2,253$281.2K0.03%
Brighton Jones LLC2,235$279.0K0.01%
Navigation Group, LLC2,146$267.8K0.06%
Pettinga Financial Advisors, LLC2,103$262.5K0.05%
Frec Markets, Inc.2,088$260.6K0.04%
Elevation Advisory Partners LLC1,602$258.9K0.24%
Up Strategic Wealth Investment Advisors LLC1,393$250.5K0.16%
Sanders Morris Harris LLC2,000$249.6K0.04%
WealthTrust Asset Management, LLC2,000$249.6K0.15%
Frank, Rimerman Advisors LLC1,999$249.5K0.02%
Miracle Mile Advisors, LLC1,988$248.1K0.00%
TCP Asset Management, LLC1,984$247.6K0.03%
Smith, Moore & Co.1,982$247.4K0.02%
Csenge Advisory Group1,895$236.5K0.01%
Avidian Wealth Solutions, LLC1,814$226.4K0.01%
Mount Yale Investment Advisors, LLC1,795$224.0K0.01%
OpenArc Corporate Advisory, LLC1,733$216.3K0.00%
Foguth Wealth Management, LLC.1,356$215.7K0.03%
Money Concepts Capital Corp1,719$214.5K0.01%
Powell Investment Advisors, LLC1,714$213.9K0.07%
Allspring Global Investments Holdings, LLC1,720$211.2K0.00%
Foster Group, Inc.1,659$207.0K0.01%
Diversified Management Inc1,650$205.9K0.04%
Waterloo Capital, L.P.1,643$205.0K0.01%
Abel Hall, LLC1,640$204.7K0.04%
HBK Sorce Advisory LLC1,078$202.2K0.00%
WJ Financial Advisors LLC1,605$200.3K0.16%
Scarborough Advisors, LLC1,161$144.9K0.02%
Ares Financial Consulting, LLC795$97.6K0.08%
RWM Asset Management, LLC772$96.3K0.01%
PlanVest Financial, Inc766$95.6K0.07%
Golden State Equity Partners706$88.1K0.01%
My Portfolio Guide, LLC668$83.4K0.05%
V-Square Quantitative Management LLC374$46.7K0.00%
Opal Wealth Advisors, LLC355$44.3K0.01%
Timothy G. Youngquist 2020 Irrevocable Trust296$36.9K0.02%

Sold out (157)

Institutions that held Strategy Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Showing the largest 100 of 157 by value.

Institutions that sold out of MSTR in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
PEAK6 LLC361,655$55.0M
Mirae Asset Securities (USA) Inc.235,571$35.8M
Quantitative Investment Management, LLC178,287$27.1M
TB Alternative Assets Ltd.132,801$20.2M
Virtu Financial LLC114,731$17.4M
Massar Capital Management, LP101,139$15.4M
Marshall Wace, LLP100,000$15.2M
Y-Intercept (Hong Kong) Ltd71,884$10.9M
Pilgrim Partners Asia Pte Ltd70,000$10.6M
Voloridge Investment Management, LLC60,378$9.17M
Schonfeld Strategic Advisors LLC53,466$8.12M
Skandinaviska Enskilda Banken AB (publ)51,720$7.86M
HBK Investments L P51,564$7.84M
Lido Advisors, LLC22,799$7.32M
Winton Group Ltd47,894$7.28M
Virginia Retirement Systems Et Al31,880$4.84M
Public Sector Pension Investment Board30,317$4.61M
ARP Global Capital Ltd27,865$4.23M
Drive Wealth Management, LLC25,508$3.88M
Caitong International Asset Management Co., Ltd24,516$3.73M
FengHe Fund Management Pte. Ltd.17,900$2.72M
Kentucky Retirement Systems16,576$2.52M
Flow Traders U.S. LLC14,912$2.27M
Prelude Capital Management, LLC13,303$2.03M
RFG Advisory, LLC12,540$1.91M
Equitable Trust Co10,487$1.59M
Brevan Howard Capital Management LP9,675$1.47M
Bellecapital International Ltd.9,045$1.37M
J.W. Cole Advisors, Inc.10,032$1.27M
Ewing Morris & Co. Investment Partners Ltd.7,469$1.15M
Pinnacle Wealth Management, LLC6,982$1.06M
Virtus Investment Advisers, Inc.6,701$1.02M
RK Capital Management, LLC6,477$984.2K
FIL Ltd6,361$966.6K
Dai-Ichi Life Insurance Company, Ltd5,863$890.9K
111 Capital5,858$890.1K
Two Sigma Investments, LP5,750$873.7K
Oak Thistle LLC5,680$863.1K
Atom Investors LP5,302$805.6K
FORA Capital, LLC5,295$804.6K
Nomura Asset Management International Inc.4,610$700.0K
Two Sigma Securities, LLC4,190$636.7K
Engineers Gate Manager LP4,177$634.7K
Ieq Capital, LLC4,040$613.9K
Financiere des Professionnels - Fonds d,investissement inc.3,887$590.6K
BluePath Capital Management, LLC3,769$572.7K
Howard Capital Management Inc.3,684$559.8K
Bridgefront Capital, LLC3,622$550.4K
Banco Santander, S.A.3,547$539.0K
Cynosure Management, LLC3,403$517.1K
Peapack Gladstone Financial Corp3,370$512.0K
KG&L Capital Management,LLC3,348$508.7K
StoneX Group Inc.3,316$503.9K
Fifth Third Wealth Advisors LLC3,260$495.4K
Navellier & Associates Inc3,253$494.3K
Capital Group Private Client Services, Inc.3,243$492.8K
NorthCrest Asset Manangement, LLC2,938$483.9K
Tudor Investment Corp Et Al3,160$480.2K
ING Groep NV3,037$461.5K
RiverFront Investment Group, LLC3,010$457.4K
Alphadyne Asset Management LP2,978$452.5K
Odyssean, LLC2,842$431.8K
Twin Capital Management Inc2,764$420.0K
Gsa Capital Partners LLP2,706$411.0K
Diversify Advisory Services, LLC2,244$389.8K
T3 Companies, LLC2,553$387.9K
Phoenix Holdings Ltd.2,243$339.9K
Royal Fund Management, LLC2,077$315.6K
BCS Wealth Management2,030$308.5K
Veracity Capital LLC1,926$292.6K
Pinnacle Financial Partners, Inc.1,905$289.5K
J. Safra Sarasin Holding AG1,889$287.0K
Syntegra Private Wealth Group, LLC1,851$281.3K
ABN AMRO Bank N.V.1,851$280.2K
Koshinski Asset Management, Inc.1,759$267.3K
Empower Advisory Group, LLC1,752$266.2K
Souders Financial Advisors1,751$266.1K
Chicago Trust Co NA1,716$260.7K
Wealthspire Advisors, LLC1,714$260.4K
Envestnet Portfolio Solutions, Inc.1,648$250.4K
Innovative Advisory Group, LLC1,646$250.1K
Simon Quick Advisors, LLC1,631$247.8K
Consolidated Capital Management, LLC1,600$243.1K
Annandale Capital, LLC1,600$243.0K
One Capital Management, LLC1,581$240.2K
Tamar Securities, LLC1,577$239.6K
Unique Wealth, LLC1,573$239.0K
Atomi Financial Group, Inc.1,561$237.2K
Calamos Wealth Management LLC1,507$229.0K
Regions Financial Corp1,502$228.2K
Shay Capital LLC1,500$227.9K
San Luis Wealth Advisors LLC1,482$225.2K
R Squared Ltd1,480$224.9K
Daymark Wealth Partners, LLC1,457$221.4K
Wealth Alliance Advisory Group, LLC1,450$220.3K
BCJ Capital Management, LLC1,402$213.0K
First Heartland Consultants, Inc.1,348$204.8K
Berkeley Capital Partners, LLC1,323$201.0K
Portside Wealth Group, LLC1,294$196.6K
MRP Capital Investments, LLC1,200$182.3K

Not filed for Q1 2026 yet (13)

Institutions that held Strategy Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSTR in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc24,062,886$3.66B
Norges Bank3,528,397$536.1M
Forsta Ap-Fonden55,820$8.48M
CIBC World Markets Corp22,061$3.35M
CIBC Private Wealth Group, LLC12,334$1.87M
Global Retirement Partners, LLC8,745$1.33M
Comerica Bank5,893$895.5K
Militia Capital Partners, LP2,560$389.0K
STF Management LP1,445$219.6K
Motiv8 Investments LLC135$21.0K
GPS Wealth Strategies Group, LLC130$19.8K
ORG Partners LLC125$19.0K
Trust Co of Vermont25$3.80K