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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 656 | $81.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 666 | $83.1K | 0.00% | +100+17.7% | Added |
| My Portfolio Guide, LLC | 668 | $83.4K | 0.05% | +668 | New |
| Private Trust Co NA | 701 | $87.5K | 0.01% | +200+39.9% | Added |
| Golden State Equity Partners | 706 | $88.1K | 0.01% | +706 | New |
| Abound Wealth Management | 747 | $93.2K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 748 | $93.3K | 0.00% | +185+32.9% | Added |
| PlanVest Financial, Inc | 766 | $95.6K | 0.07% | +766 | New |
| RWM Asset Management, LLC | 772 | $96.3K | 0.01% | +772 | New |
| Ares Financial Consulting, LLC | 795 | $97.6K | 0.08% | +795 | New |
| NBC Securities, Inc. | 825 | $103.0K | 0.01% | +5+0.6% | Added |
| Creative Financial Designs Inc | 879 | $109.7K | 0.01% | −54−5.8% | Reduced |
| Strategic Advocates LLC | 906 | $113.1K | 0.50% | −6,906−88.4% | Reduced |
| Versant Capital Management, Inc | 909 | $113.4K | 0.01% | +707+350.0% | Added |
| Sterling Capital Management LLC | 970 | $121.1K | 0.00% | −102−9.5% | Reduced |
| Assetmark, Inc | 985 | $122.9K | 0.00% | +598+154.5% | Added |
| Ionic Capital Management LLC | 1,016 | $126.8K | 0.11% | −403−28.4% | Reduced |
| Cornerstone Planning Group LLC | 690 | $129.0K | 0.02% | +426+161.4% | Added |
| Glass Jacobson Investment Advisors llc | 1,079 | $134.7K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,107 | $138.2K | 0.03% | +1,000+934.6% | Added |
| Scarborough Advisors, LLC | 1,161 | $144.9K | 0.02% | +1,161 | New |
| Rossby Financial, LCC | 1,215 | $149.2K | 0.03% | +5+0.4% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 1,200 | $149.8K | 0.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,225 | $152.9K | 0.00% | −59,797−98.0% | Reduced |
| CX Institutional | 1,292 | $161.0K | 0.00% | +752+139.3% | Added |
| Horizon Investments, LLC | 1,302 | $162.5K | 0.00% | +431+49.5% | Added |
| SHP Wealth Management | 1,417 | $176.8K | 0.01% | +1,000+239.8% | Added |
| IAG Wealth Partners, LLC | 1,454 | $181.5K | 0.02% | +1,152+381.5% | Added |
| Penserra Capital Management LLC | 1,478 | $184.0K | 0.00% | +45+3.1% | Added |
| Advisors Preferred, LLC | 1,500 | $187.2K | 0.03% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,524 | $190.2K | 0.07% | +50+3.4% | Added |
| Hollencrest Capital Management | 1,574 | $196.4K | 0.01% | +14+0.9% | Added |
| MB, Levis & Associates, LLC | 1,600 | $199.7K | 0.08% | 00.0% | Unchanged |
| WJ Financial Advisors LLC | 1,605 | $200.3K | 0.16% | +1,605 | New |
| Centurion Wealth Management LLC | 1,615 | $201.6K | 0.05% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,078 | $202.2K | 0.00% | +1,078 | New |
| PYA Waltman Capital, LLC | 1,625 | $202.8K | 0.06% | 00.0% | Unchanged |
| Abel Hall, LLC | 1,640 | $204.7K | 0.04% | +1,640 | New |
| Waterloo Capital, L.P. | 1,643 | $205.0K | 0.01% | +1,643 | New |
| Diversified Management Inc | 1,650 | $205.9K | 0.04% | +1,650 | New |
| Citrine Capital LLC | 1,658 | $206.9K | 0.09% | +79+5.0% | Added |
| Foster Group, Inc. | 1,659 | $207.0K | 0.01% | +1,659 | New |
| Unique Wealth Strategies, LLC | 1,670 | $208.4K | 0.09% | −500−23.0% | Reduced |
| McGuire Capital Advisors Inc | 1,671 | $208.5K | 0.13% | −75−4.3% | Reduced |
| Smartleaf Asset Management LLC | 1,721 | $209.1K | 0.01% | +392+29.5% | Added |
| Venture Visionary Partners LLC | 1,679 | $209.5K | 0.01% | +58+3.6% | Added |
| L2 Asset Management, LLC | 1,685 | $210.3K | 0.02% | +339+25.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,720 | $211.2K | 0.00% | +1,720 | New |
| Miller Capital Partners, Inc. | 1,696 | $211.7K | 0.10% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $212.2K | 0.01% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 1,701 | $212.3K | 0.00% | −22−1.3% | Reduced |
| Red Door Wealth Management, LLC | 1,708 | $213.2K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,713 | $213.8K | 0.01% | −484−22.0% | Reduced |
| Powell Investment Advisors, LLC | 1,714 | $213.9K | 0.07% | +1,714 | New |
| Money Concepts Capital Corp | 1,719 | $214.5K | 0.01% | +1,719 | New |
| MJP Associates Inc | 1,728 | $215.7K | 0.03% | +106+6.5% | Added |
| Foguth Wealth Management, LLC. | 1,356 | $215.7K | 0.03% | +1,356 | New |
| Tanager Wealth Management LLP | 1,731 | $216.0K | 0.02% | −317−15.5% | Reduced |
| OpenArc Corporate Advisory, LLC | 1,733 | $216.3K | 0.00% | +1,733 | New |
| Davenport & Co LLC | 1,739 | $217.0K | 0.00% | −5,205−75.0% | Reduced |
| First Financial Bankshares Inc | 1,754 | $218.9K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,795 | $224.0K | 0.01% | +1,795 | New |
| Stonehearth Capital Management, LLC | 1,797 | $224.3K | 0.09% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,803 | $225.0K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,814 | $226.4K | 0.01% | +1,814 | New |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,814 | $226.4K | 0.03% | +277+18.0% | Added |
| GAMMA Investing LLC | 1,831 | $228.5K | 0.01% | +1,209+194.4% | Added |
| Clearstead Advisors, LLC | 1,839 | $229.5K | 0.00% | −175−8.7% | Reduced |
| LBMC Investment Advisors, LLC | 1,858 | $231.9K | 0.01% | +18+1.0% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1,235 | $232.1K | 0.17% | −2,114−63.1% | Reduced |
| McAdam, LLC | 1,860 | $232.1K | 0.01% | +23+1.3% | Added |
| Strategic Blueprint, LLC | 1,863 | $232.5K | 0.01% | +108+6.2% | Added |
| Milestone Asset Management, LLC | 1,868 | $233.1K | 0.04% | +267+16.7% | Added |
| Claro Advisors LLC | 1,871 | $233.5K | 0.03% | +18+1.0% | Added |
| Cane Capital Partners, LLC | 1,882 | $234.9K | 0.10% | −1,547−45.1% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1,887 | $235.5K | 0.11% | +1,027+119.4% | Added |
| Lodestar Private Asset Management LLC | 1,888 | $235.6K | 0.02% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1,890 | $235.9K | 0.10% | −20−1.0% | Reduced |
| Csenge Advisory Group | 1,895 | $236.5K | 0.01% | +1,895 | New |
| Clientfirst Wealth Management, LLC | 1,900 | $237.1K | 0.20% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 1,908 | $238.1K | 0.08% | 00.0% | Unchanged |
| TL Private Wealth | 1,860 | $239.3K | 0.09% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,931 | $241.0K | 0.01% | −219,598−99.1% | Reduced |
| Harfst & Associates, Inc. | 1,950 | $243.4K | 0.04% | −2,908−59.9% | Reduced |
| Belpointe Asset Management LLC | 1,960 | $244.6K | 0.01% | −620−24.0% | Reduced |
| Gilman Hill Asset Management, LLC | 1,962 | $244.9K | 0.04% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,965 | $245.2K | 0.01% | −409−17.2% | Reduced |
| Smith, Moore & Co. | 1,982 | $247.4K | 0.02% | +1,982 | New |
| TCP Asset Management, LLC | 1,984 | $247.6K | 0.03% | +1,984 | New |
| 180 Wealth Advisors, LLC | 1,985 | $247.7K | 0.03% | −182−8.4% | Reduced |
| Miracle Mile Advisors, LLC | 1,988 | $248.1K | 0.00% | +1,988 | New |
| Frank, Rimerman Advisors LLC | 1,999 | $249.5K | 0.02% | +1,999 | New |
| Frisch Financial Group, Inc. | 2,000 | $249.6K | 0.05% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 2,000 | $249.6K | 0.04% | +2,000 | New |
| WealthTrust Asset Management, LLC | 2,000 | $249.6K | 0.15% | +2,000 | New |
| Up Strategic Wealth Investment Advisors LLC | 1,393 | $250.5K | 0.16% | +1,393 | New |
| KLCM Advisors, Inc. | 2,010 | $250.8K | 0.02% | 00.0% | Unchanged |
| Americana Partners, LLC | 2,017 | $251.7K | 0.01% | −355−15.0% | Reduced |
| ZEGA Investments, LLC | 2,020 | $252.1K | 0.05% | −2,656−56.8% | Reduced |
| BayBridge Capital Group, LLC | 1,660 | $252.2K | 0.16% | 00.0% | Unchanged |