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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

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.

Institutional holdersQ1 2026: 946 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ1 2026: $24.7B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q4 2025.

Institutions holding MSTR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners4$00.00%+4New
Ameriflex Group, Inc.1$1250.00%00.0%Unchanged
Whipplewood Advisors, LLC1$1250.00%+1New
3 Factor Indexing, LLC1$1250.00%+1New
Brown, Lisle/Cummings, Inc.2$1900.00%00.0%Unchanged
ORG Wealth Partners, LLC2$2490.00%00.0%Unchanged
Duncker Streett & Co Inc2$2500.00%00.0%Unchanged
JFS Wealth Advisors, LLC2$2500.00%00.0%Unchanged
Valued Wealth Advisors LLC2$2500.00%00.0%Unchanged
Wealth Preservation Advisors, LLC2$2500.00%+1+100.0%Added
IMA Wealth, Inc.3$3740.00%−18−85.7%Reduced
Godfrey Financial Associates, Inc.3$3740.00%00.0%Unchanged
Clear Investment Research, LLC3$3740.00%+3New
DecisionPoint Financial, LLC3$3750.00%00.0%Unchanged
Davis Capital Management4$4990.00%+3+300.0%Added
TopTier Wealth Management, LLC4$4990.00%+4New
Essential Investment Partners LLC5$6240.00%00.0%Unchanged
Hughes Financial Services, LLC6$7490.00%−4−40.0%Reduced
Burk Holdings LLC6$7490.00%+6New
Kilter Group LLC7$8740.00%00.0%Unchanged
Torren Management, LLC8$9980.00%00.0%Unchanged
Fortitude Family Office, LLC8$9980.00%+2+33.3%Added
Bare Financial Services, Inc8$9980.00%+2+33.3%Added
LRI Investments, LLC8$9980.00%+8New
Oakworth Capital, Inc.9$1.12K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC9$1.12K0.00%00.0%Unchanged
Tidemark, LLC9$1.12K0.00%00.0%Unchanged
Raleigh Capital Management Inc.9$1.12K0.00%+9New
GHP Investment Advisors, Inc.9$1.12K0.00%+9New
Berkshire Capital Holdings Inc10$1.25K0.00%00.0%Unchanged
Basepoint Wealth LLC10$1.25K0.00%00.0%Unchanged
NBT Bank N A11$1.37K0.00%+11New
Bank of Jackson Hole Trust12$1.50K0.00%−4−25.0%Reduced
Rialto Wealth Management, LLC12$1.50K0.00%+9+300.0%Added
Investment Research & Advisory Group, Inc.5$1.50K0.00%+5New
NVWM, LLC13$1.62K0.00%00.0%Unchanged
Johnson Financial Group, Inc.13$1.62K0.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd860$1.72K0.00%+850+8,500.0%Added
Chung Wu Investment Group, LLC15$1.87K0.00%−500−97.1%Reduced
Sittner & Nelson, LLC15$1.87K0.00%−15−50.0%Reduced
Principia Wealth Advisory, LLC15$1.87K0.00%+6+66.7%Added
South State Corp.16$2.00K0.00%−5−23.8%Reduced
Tradewinds Capital Management, LLC16$2.00K0.00%00.0%Unchanged
True Wealth Design, LLC16$2.00K0.00%+13+433.3%Added
Beacon Investment Advisory Services, Inc.16$2.00K0.00%+16New
BankPlus Trust Department17$2.12K0.00%00.0%Unchanged
Brown Brothers Harriman & Co18$2.25K0.00%−14−43.8%Reduced
Twin Peaks Wealth Advisors, LLC19$2.34K0.00%+19New
Winch Advisory Services, LLC19$2.37K0.00%+19New
Addison Advisors LLC20$2.50K0.00%−6−23.1%Reduced
Transamerica Financial Advisors, Inc.20$2.50K0.00%+16+400.0%Added
PFS Partners, LLC21$2.62K0.00%00.0%Unchanged
Stone House Investment Management, LLC21$2.62K0.00%+21New
RMG Wealth Management LLC14$2.74K0.00%00.0%Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management22$2.75K0.00%00.0%Unchanged
Mather Group, LLC.23$2.83K0.00%+23New
Pinney & Scofield, Inc.25$3.12K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC25$3.12K0.00%+25New
Raffa Wealth Management, LLC26$3.25K0.00%+7+36.8%Added
Manchester Capital Management LLC27$3.37K0.00%−16−37.2%Reduced
High Note Wealth, LLC27$3.37K0.00%+16+145.5%Added
Miller Global Investments, LLC28$3.49K0.00%00.0%Unchanged
Pacific Center for Financial Services30$3.74K0.00%−300−90.9%Reduced
Delta Asset Management LLC30$3.74K0.00%00.0%Unchanged
Align Financial, LLC30$3.74K0.00%−4,225−99.3%Reduced
Curio Wealth, LLC30$3.74K0.00%+30New
Strive Financial Group ,LLC30$4.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc30$4.00K0.00%+5+20.0%Added
American Capital Advisory, LLC33$4.12K0.00%+3+10.0%Added
First Command Advisory Services, Inc.33$4.12K0.00%+27+450.0%Added
Highline Wealth Partners LLC34$4.24K0.00%00.0%Unchanged
Wellington-Altus USA Inc.50$4.35K0.00%+50New
Sachetta, LLC35$4.37K0.00%+32+1,066.7%Added
Chesapeake Asset Management LLC36$4.49K0.00%00.0%Unchanged
Park Place Capital Corp36$4.49K0.00%+36New
Marquette Asset Management, LLC37$4.62K0.00%+7+23.3%Added
Albion Financial Group37$4.62K0.00%+37New
Glen Eagle Advisors, LLC40$4.99K0.00%−190−82.6%Reduced
Dogwood Wealth Management LLC40$4.99K0.00%−150−78.9%Reduced
Valley National Advisers Inc44$5.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC43$5.37K0.00%−1−2.3%Reduced
Blue Bell Private Wealth Management, LLC43$5.37K0.00%+31+258.3%Added
TD Private Client Wealth LLC44$5.49K0.00%−1,125−96.2%Reduced
Frazier Financial Advisors, LLC45$5.62K0.00%00.0%Unchanged
Chilton Capital Management LLC48$5.99K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.49$6.12K0.00%00.0%Unchanged
Cornerstone Financial Management LLC49$6.12K0.01%+37+308.3%Added
Bullock Wealth Management Group50$6.14K0.00%+25+100.0%Added
Umb Bank N A50$6.24K0.00%−18−26.5%Reduced
HM Payson & Co50$6.24K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.50$6.24K0.00%00.0%Unchanged
Bank of New Hampshire50$6.24K0.00%00.0%Unchanged
Global Wealth Strategies & Associates50$6.24K0.00%00.0%Unchanged
Millstone Evans Group, LLC50$6.24K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.50$6.24K0.01%00.0%Unchanged
Trust Co51$6.37K0.00%00.0%Unchanged
Bell Investment Advisors, Inc52$6.49K0.00%−6−10.3%Reduced
First Horizon Corp54$6.74K0.00%−22−28.9%Reduced
MidFirst Bank54$6.74K0.00%00.0%Unchanged
Edmond de Rothschild Holding S.A.56$6.99K0.00%00.0%Unchanged