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 |
|---|---|---|---|---|---|
| Elevation Advisory Partners LLC | 1,602 | $258.9K | 0.24% | +1,602 | New |
| Lazard Asset Management LLC | 2,082 | $259.8K | 0.00% | +84+4.2% | Added |
| Traynor Capital Management, Inc. | 2,143 | $260.2K | 0.02% | −1,512−41.4% | Reduced |
| Frec Markets, Inc. | 2,088 | $260.6K | 0.04% | +2,088 | New |
| Pettinga Financial Advisors, LLC | 2,103 | $262.5K | 0.05% | +2,103 | New |
| Ci Investments Inc. | 2,108 | $263.1K | 0.00% | −104−4.7% | Reduced |
| Avanza Fonder AB | 2,122 | $264.8K | 0.01% | +67+3.3% | Added |
| Brown Advisory Inc | 2,129 | $265.7K | 0.00% | +272+14.6% | Added |
| Navigation Group, LLC | 2,146 | $267.8K | 0.06% | +2,146 | New |
| Intech Investment Management LLC | 2,183 | $272.4K | 0.00% | −2,514−53.5% | Reduced |
| Thoroughbred Financial Services, LLC | 2,189 | $273.0K | 0.02% | −125−5.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,191 | $273.4K | 0.09% | +590+36.9% | Added |
| Great Valley Advisor Group, Inc. | 2,201 | $275.1K | 0.00% | +121+5.8% | Added |
| Kera Capital Partners, Inc. | 2,205 | $275.2K | 0.03% | −116−5.0% | Reduced |
| Bulltick Wealth Management, LLC | 2,213 | $276.2K | 0.06% | +450+25.5% | Added |
| LongView Wealth Management | 2,020 | $277.6K | 0.07% | +20+1.0% | Added |
| Van Hulzen Asset Management, LLC | 2,235 | $278.9K | 0.02% | +847+61.0% | Added |
| Brighton Jones LLC | 2,235 | $279.0K | 0.01% | +2,235 | New |
| Great Lakes Advisors, LLC | 2,245 | $280.2K | 0.00% | −1,498−40.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,248 | $280.6K | 0.02% | 00.0% | Unchanged |
| United Advisor Group, LLC | 2,253 | $281.2K | 0.03% | +2,253 | New |
| Allianz SE | 2,261 | $282.2K | 0.00% | +183+8.8% | Added |
| Ostrum Asset Management | 2,262 | $282.3K | 0.02% | +1,523+206.1% | Added |
| Correct Capital Wealth Management | 2,281 | $284.7K | 0.05% | 00.0% | Unchanged |
| Coastline Complete Wealth LLC | 2,283 | $284.9K | 0.18% | +2,283 | New |
| Avantax Planning Partners, Inc. | 2,294 | $286.3K | 0.01% | +187+8.9% | Added |
| Panagora Asset Management Inc | 2,300 | $287.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2,303 | $287.4K | 0.14% | +875+61.3% | Added |
| Bokf, NA | 2,322 | $289.8K | 0.00% | +5+0.2% | Added |
| GWN Securities Inc. | 2,325 | $290.2K | 0.06% | +2,325 | New |
| BridgePort Financial Solutions, LLC | 2,330 | $290.8K | 0.08% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,335 | $291.4K | 0.07% | −288−11.0% | Reduced |
| Victory Financial Group, LLC | 2,364 | $295.0K | 0.04% | +547+30.1% | Added |
| AssuredPartners Investment Advisors, LLC | 2,328 | $297.3K | 0.03% | +253+12.2% | Added |
| Wick Capital Partners, LLC | 2,385 | $297.6K | 0.05% | +214+9.9% | Added |
| Brookstone Capital Management | 2,395 | $298.9K | 0.00% | −12,865−84.3% | Reduced |
| TSFG, LLC | 2,393 | $299.0K | 0.05% | −425−15.1% | Reduced |
| Daviman Financial, LLC | 2,437 | $304.1K | 0.18% | −4,231−63.5% | Reduced |
| Prospect Financial Services LLC | 2,461 | $307.1K | 0.19% | −498−16.8% | Reduced |
| SeaCrest Wealth Management, LLC | 2,467 | $307.9K | 0.03% | +105+4.4% | Added |
| Diversify Wealth Management, LLC | 1,958 | $309.7K | 0.01% | +1,958 | New |
| Rahlfs Capital, LLC | 2,485 | $310.1K | 0.23% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,492 | $311.0K | 0.22% | +2,492 | New |
| Metis Global Partners, LLC | 2,498 | $311.8K | 0.01% | −1,988−44.3% | Reduced |
| Panoramic Investment Advisors, LLC | 2,516 | $314.0K | 0.17% | +2,516 | New |
| Clear Harbor Asset Management, LLC | 2,521 | $314.6K | 0.02% | +2,521 | New |
| Coldstream Capital Management Inc | 2,553 | $318.6K | 0.00% | +756+42.1% | Added |
| Maridea Wealth Management LLC | 2,554 | $318.7K | 0.05% | −1,441−36.1% | Reduced |
| Rothschild Investment LLC | 2,559 | $319.4K | 0.02% | +7+0.3% | Added |
| Investment Partners Asset Management, Inc. | 2,561 | $319.6K | 0.20% | +2+0.1% | Added |
| Pennsylvania Capital Management Inc | 2,611 | $325.9K | 0.09% | −821−23.9% | Reduced |
| Clear Creek Financial Management, LLC | 2,611 | $325.9K | 0.02% | −311−10.6% | Reduced |
| Hartline Investment Corp | 2,619 | $326.9K | 0.04% | −716−21.5% | Reduced |
| Crossmark Global Holdings, Inc. | 2,636 | $329.0K | 0.00% | +56+2.2% | Added |
| Canal Capital Management, LLC | 2,653 | $331.1K | 0.04% | +1,038+64.3% | Added |
| Trifecta Capital Advisors, LLC | 2,660 | $332.0K | 0.05% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,671 | $333.3K | 0.03% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 2,684 | $335.0K | 0.06% | −10.0% | Reduced |
| Sava Infond d.o.o. | 2,700 | $337.0K | 0.05% | +950+54.3% | Added |
| SRS Capital Advisors, Inc. | 2,701 | $337.1K | 0.01% | −249−8.4% | Reduced |
| Polymer Capital Management (US) LLC | 2,716 | $339.0K | 0.05% | −3,929−59.1% | Reduced |
| Callan Family Office, LLC | 2,717 | $339.1K | 0.01% | +253+10.3% | Added |
| Sunbelt Securities, Inc. | 2,724 | $340.0K | 0.02% | +630+30.1% | Added |
| Park Avenue Securities LLC | 2,722 | $340.0K | 0.00% | −681−20.0% | Reduced |
| Greenline Wealth Management LLC | 2,743 | $342.3K | 0.39% | −515−15.8% | Reduced |
| DecisionMap Wealth Management, LLC | 2,748 | $342.9K | 0.22% | −37−1.3% | Reduced |
| Purpose Unlimited Inc. | 2,747 | $343.0K | 0.01% | +2,747 | New |
| Anchyra Partners LLC | 2,762 | $344.7K | 0.10% | +229+9.0% | Added |
| Norden Group LLC | 2,783 | $347.3K | 0.03% | +1,200+75.8% | Added |
| Allegheny Financial Group LTD | 2,789 | $348.1K | 0.05% | +57+2.1% | Added |
| Mizuho Markets Americas LLC | 2,796 | $348.9K | 0.01% | +2,796 | New |
| Vise Technologies, Inc. | 2,299 | $349.4K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,842 | $354.6K | 0.00% | −285−9.1% | Reduced |
| CMT Capital Markets Trading GmbH | 2,845 | $355.0K | 0.16% | +2,845 | New |
| We Are One Seven, LLC | 2,864 | $357.5K | 0.01% | −293−9.3% | Reduced |
| Quotient Wealth Partners, LLC | 2,868 | $357.9K | 0.01% | +2,868 | New |
| Massmutual Trust Co FSB | 2,895 | $361.3K | 0.01% | +223+8.3% | Added |
| Cigna Investments Inc | 2,907 | $362.0K | 0.06% | +361+14.2% | Added |
| Greenleaf Trust | 2,908 | $362.9K | 0.00% | +509+21.2% | Added |
| Cornerstone Wealth Management, LLC | 2,908 | $362.9K | 0.02% | +2,908 | New |
| CoreCap Advisors, LLC | 2,921 | $364.5K | 0.01% | +122+4.4% | Added |
| Monograph Wealth Advisors, LLC | 2,936 | $366.5K | 0.03% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 2,941 | $367.0K | 0.14% | +301+11.4% | Added |
| Militia Capital Management LLC | 2,950 | $368.2K | 0.08% | +2,950 | New |
| Garden State Investment Advisory Services LLC | 2,952 | $368.4K | 0.09% | +22+0.8% | Added |
| Soltis Investment Advisors LLC | 2,979 | $371.7K | 0.02% | +208+7.5% | Added |
| Advisor OS, LLC | 2,984 | $372.4K | 0.03% | +930+45.3% | Added |
| Millennium Management LLC | 3,000 | $374.4K | 0.00% | −165,789−98.2% | Reduced |
| Modern Wealth Management, LLC | 3,052 | $374.7K | 0.01% | +629+26.0% | Added |
| Cyndeo Wealth Partners, LLC | 3,009 | $375.6K | 0.02% | +267+9.7% | Added |
| Synergy Financial Management, LLC | 3,057 | $381.5K | 0.04% | +549+21.9% | Added |
| Mutual Advisors, LLC | 3,069 | $383.0K | 0.01% | +1,610+110.3% | Added |
| Abc Arbitrage SA | 3,073 | $383.5K | 0.05% | +1,743+131.1% | Added |
| Mountain Capital Investment Advisors, Inc | 2,269 | $383.9K | 0.06% | +463+25.6% | Added |
| True Vision MN LLC | 3,078 | $384.1K | 0.20% | +407+15.2% | Added |
| Red Reef Advisors LLC | 3,097 | $386.5K | 0.40% | +657+26.9% | Added |
| Ankerstar Wealth, LLC | 3,127 | $390.3K | 0.41% | +254+8.8% | Added |
| International Assets Investment Management, LLC | 3,203 | $393.3K | 0.03% | +929+40.9% | Added |
| Means Investment Co., Inc. | 3,155 | $393.7K | 0.03% | +100+3.3% | Added |
| Walleye Partners, LLC | 3,201 | $399.5K | 0.49% | +30+0.9% | Added |