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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 57 | $7.11K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 49 | $7.30K | 0.25% | +49 | New |
| Rosenberg Matthew Hamilton | 60 | $7.49K | 0.00% | −281−82.4% | Reduced |
| Osbon Capital Management LLC | 60 | $7.49K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 60 | $7.49K | 0.00% | +60 | New |
| McIlrath & Eck, LLC | 64 | $7.98K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 85 | $8.00K | 0.00% | +85 | New |
| Itau Unibanco Holding S.A. | 66 | $8.24K | 0.00% | −196−74.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 66 | $8.24K | 0.00% | −20−23.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 74 | $9.23K | 0.00% | −35−32.1% | Reduced |
| Gilpin Wealth Management, LLC | 80 | $9.98K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 84 | $10.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 82 | $10.2K | 0.00% | −5−5.7% | Reduced |
| Avalon Trust Co | 85 | $10.6K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 89 | $11.1K | 0.00% | +44+97.8% | Added |
| Quent Capital, LLC | 92 | $11.5K | 0.00% | −9−8.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 92 | $11.5K | 0.00% | +92 | New |
| Catalyst Capital Advisors LLC | 96 | $12.0K | 0.00% | −2−2.0% | Reduced |
| Bessemer Group Inc | 94 | $12.0K | 0.00% | −22−19.0% | Reduced |
| Altshuler Shaham Ltd | 98 | $12.2K | 0.00% | −1,748−94.7% | Reduced |
| JPL Wealth Management, LLC | 99 | $12.4K | 0.00% | +99 | New |
| Indiana Trust & Investment Management CO | 100 | $12.5K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 100 | $12.5K | 0.01% | +100 | New |
| Arlington Trust Co LLC | 101 | $12.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 105 | $13.1K | 0.00% | +10+10.5% | Added |
| Wall Street Financial Group, Inc. | 111 | $13.9K | 0.01% | +111 | New |
| Financial Freedom, LLC | 115 | $14.4K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 120 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 122 | $15.2K | 0.01% | +105+617.6% | Added |
| Innovative Asset Advisors Group, LLC | 122 | $15.2K | 0.01% | +122 | New |
| Root Financial Partners, LLC | 123 | $15.3K | 0.00% | −571−82.3% | Reduced |
| Kemnay Advisory Services Inc. | 126 | $15.7K | 0.00% | +19+17.8% | Added |
| Intentional Wealth Strategies, LLC | 130 | $16.2K | 0.02% | +130 | New |
| MV Capital Management, Inc. | 131 | $16.3K | 0.00% | +44+50.6% | Added |
| Nemes Rush Group LLC | 136 | $17.0K | 0.00% | −1−0.7% | Reduced |
| Ancora Advisors, LLC | 137 | $17.1K | 0.00% | −370−73.0% | Reduced |
| Sound Income Strategies, LLC | 144 | $17.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 149 | $18.5K | 0.00% | +80+115.9% | Added |
| Parkside Financial Bank & Trust | 151 | $18.8K | 0.00% | +98+184.9% | Added |
| Avion Wealth | 156 | $19.0K | 0.00% | +125+403.2% | Added |
| Private Wealth Management Group, LLC | 158 | $19.7K | 0.01% | +41+35.0% | Added |
| Salomon & Ludwin, LLC | 166 | $19.9K | 0.00% | +3+1.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 160 | $20.0K | 0.00% | −50−23.8% | Reduced |
| Bryn Mawr Trust Co | 160 | $20.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 167 | $20.8K | 0.00% | +49+41.5% | Added |
| Horrell Capital Management, Inc. | 169 | $21.1K | 0.01% | +64+61.0% | Added |
| Quintet Private Bank (Europe) S.A. | 175 | $21.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 177 | $22.1K | 0.00% | +159+883.3% | Added |
| TFC Financial Management | 180 | $22.5K | 0.00% | +3+1.7% | Added |
| Colonial Trust Advisors | 180 | $22.5K | 0.00% | +100+125.0% | Added |
| Raiffeisen Bank International AG | 188 | $22.8K | 0.00% | −3,050−94.2% | Reduced |
| Wolverine Asset Management LLC | 192 | $24.0K | 0.00% | −1,548−89.0% | Reduced |
| Atlantic Trust, LLC | 193 | $24.1K | 0.00% | +41+27.0% | Added |
| Costello Asset Management, INC | 200 | $25.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 201 | $25.1K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 202 | $25.2K | 0.01% | +202 | New |
| Quaker Wealth Management, LLC | 208 | $26.0K | 0.01% | +3+1.5% | Added |
| CVA Family Office, LLC | 214 | $26.7K | 0.00% | +56+35.4% | Added |
| Westside Investment Management, Inc. | 215 | $26.8K | 0.00% | −4−1.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 213 | $27.2K | 0.00% | +213 | New |
| Strategic Wealth Partners, Ltd. | 223 | $27.8K | 0.00% | −175−44.0% | Reduced |
| Triumph Capital Management | 231 | $28.8K | 0.01% | +4+1.8% | Added |
| Harbor Investment Advisory, LLC | 250 | $31.2K | 0.00% | −40−13.8% | Reduced |
| Salem Investment Counselors Inc | 261 | $32.6K | 0.00% | +261 | New |
| Quadrant Capital Group LLC | 277 | $34.6K | 0.00% | +223+413.0% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 296 | $36.9K | 0.02% | +296 | New |
| Whittier Trust Co | 300 | $38.3K | 0.00% | +278+1,263.6% | Added |
| Covestor Ltd | 307 | $39.0K | 0.03% | +172+127.4% | Added |
| MPWM Advisory Solutions, LLC | 320 | $39.9K | 0.02% | −30−8.6% | Reduced |
| North Star Investment Management Corp. | 333 | $41.6K | 0.00% | +27+8.8% | Added |
| Vestor Capital, LLC | 338 | $42.0K | 0.00% | −753−69.0% | Reduced |
| Opal Wealth Advisors, LLC | 355 | $44.3K | 0.01% | +355 | New |
| Capital Advisors, Ltd. LLC | 370 | $46.0K | 0.01% | −26−6.6% | Reduced |
| St Germain D J Co Inc | 374 | $46.7K | 0.00% | +197+111.3% | Added |
| Activest Wealth Management | 374 | $46.7K | 0.01% | +364+3,640.0% | Added |
| V-Square Quantitative Management LLC | 374 | $46.7K | 0.00% | +374 | New |
| Bogart Wealth, LLC | 385 | $48.0K | 0.00% | +15+4.1% | Added |
| Banque Transatlantique SA | 405 | $49.5K | 0.00% | +345+575.0% | Added |
| Evermay Wealth Management LLC | 427 | $53.3K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 440 | $54.9K | 0.02% | −2,008−82.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 441 | $55.0K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 455 | $56.8K | 0.01% | 00.0% | Unchanged |
| City State Bank | 480 | $59.9K | 0.02% | +230+92.0% | Added |
| Wilkerson Advisory Group LLC | 498 | $62.1K | 0.02% | +298+149.0% | Added |
| BigSur Wealth Management LLC | 500 | $62.4K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 507 | $63.3K | 0.00% | −32−5.9% | Reduced |
| Huntington National Bank | 517 | $64.5K | 0.00% | +183+54.8% | Added |
| N.E.W. Advisory Services LLC | 522 | $65.1K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 532 | $66.4K | 0.03% | +347+187.6% | Added |
| Intesa Sanpaolo Wealth Management | 540 | $67.4K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 541 | $67.5K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 547 | $68.0K | 0.05% | −656−54.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 545 | $68.0K | 0.02% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 562 | $70.1K | 0.02% | +312+124.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 563 | $70.3K | 0.01% | +171+43.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 600 | $75.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 604 | $75.4K | 0.06% | +41+7.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 605 | $75.5K | 0.01% | +557+1,160.4% | Added |
| Basecamp Wealth Advisors LLC | 608 | $75.9K | 0.02% | −16−2.6% | Reduced |
| TD Waterhouse Canada Inc. | 648 | $79.4K | 0.00% | +164+33.9% | Added |