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 |
|---|---|---|---|---|---|
| Cardiff Park Advisors, LLC | 3,230 | $403.1K | 0.03% | +1,136+54.3% | Added |
| Glenmede Trust Co NA | 3,240 | $404.4K | 0.00% | +58+1.8% | Added |
| Principal Securities, Inc. | 3,272 | $408.3K | 0.01% | +537+19.6% | Added |
| Close Asset Management Ltd | 3,272 | $409.0K | 0.01% | −2,138−39.5% | Reduced |
| Seelaus Asset Management LLC | 3,335 | $416.2K | 0.30% | +3,335 | New |
| Turner Capital Investments, LLC | 4,206 | $420.7K | 100.00% | +4,206 | New |
| Krilogy Financial LLC | 2,828 | $421.2K | 0.01% | +383+15.7% | Added |
| Savant Capital, LLC | 3,407 | $425.2K | 0.00% | +3,407 | New |
| HighPoint Advisor Group LLC | 3,409 | $425.4K | 0.02% | −4,629−57.6% | Reduced |
| NewEdge Wealth, LLC | 3,412 | $425.8K | 0.01% | +3,412 | New |
| AXS Investments LLC | 3,415 | $426.2K | 0.17% | −460−11.9% | Reduced |
| Paul Damon & Associates, Inc. | 3,423 | $427.2K | 0.19% | −90−2.6% | Reduced |
| Carroll Advisory Group, LLC | 3,438 | $429.1K | 0.17% | +298+9.5% | Added |
| Sierra Capital LLC | 3,463 | $432.0K | 0.05% | +1,168+50.9% | Added |
| Northeast Financial Group, Inc. | 3,500 | $436.8K | 0.12% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,521 | $439.5K | 0.01% | +48+1.4% | Added |
| Principal Financial Group Inc | 3,579 | $446.6K | 0.00% | −415−10.4% | Reduced |
| Baader Bank INC | 5,510 | $451.6K | 0.04% | +3,212+139.8% | Added |
| Keebeck Wealth Management, LLC | 3,661 | $456.9K | 0.05% | −1,566−30.0% | Reduced |
| Allworth Financial LP | 3,667 | $457.6K | 0.00% | +1,155+46.0% | Added |
| Meeder Advisory Services, Inc. | 3,695 | $461.1K | 0.02% | +1,651+80.8% | Added |
| Laird Norton Trust Company, LLC | 3,719 | $464.1K | 0.01% | +714+23.8% | Added |
| Fort Point Capital Partners LLC | 3,795 | $473.6K | 0.06% | +33+0.9% | Added |
| United Capital Financial Advisers, LLC | 3,806 | $475.0K | 0.00% | +622+19.5% | Added |
| Harbour Investments, Inc. | 3,810 | $475.6K | 0.01% | +904+31.1% | Added |
| Silvercrest Asset Management Group LLC | 3,840 | $479.2K | 0.00% | +65+1.7% | Added |
| Warren Averett Asset Management, LLC | 3,868 | $482.7K | 0.00% | −1,034−21.1% | Reduced |
| Everence Capital Management Inc | 3,884 | $485.0K | 0.03% | +3,884 | New |
| Client 1st Advisory Group, LLC | 3,911 | $488.1K | 0.15% | +231+6.3% | Added |
| Discipline Wealth Solutions, LLC | 3,925 | $489.9K | 0.05% | +1,750+80.5% | Added |
| Central Trust Co | 3,962 | $494.5K | 0.01% | −63−1.6% | Reduced |
| Savvy Advisors, Inc. | 3,977 | $496.3K | 0.01% | −110−2.7% | Reduced |
| Ballentine Partners, LLC | 3,979 | $496.6K | 0.01% | +674+20.4% | Added |
| First Foundation Advisors | 3,992 | $498.2K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 4,044 | $504.7K | 0.00% | +497+14.0% | Added |
| Yousif Capital Management, LLC | 4,062 | $506.9K | 0.01% | +548+15.6% | Added |
| Nations Financial Group Inc, | 4,096 | $511.2K | 0.03% | −18,088−81.5% | Reduced |
| Valeo Financial Advisors, LLC | 4,099 | $511.5K | 0.01% | +2,249+121.6% | Added |
| Independent Family Office, LLC | 4,100 | $511.7K | 0.21% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 4,142 | $516.9K | 0.00% | +1,397+50.9% | Added |
| Lauer Wealth, LLC | 4,046 | $519.1K | 0.42% | +1,145+39.5% | Added |
| Campbell & CO Investment Adviser LLC | 4,170 | $520.4K | 0.03% | −11,873−74.0% | Reduced |
| Bonfire Financial | 4,205 | $524.8K | 0.39% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,250 | $530.4K | 0.01% | +660+18.4% | Added |
| Ritholtz Wealth Management | 4,254 | $530.9K | 0.01% | +4,254 | New |
| Abound Financial, LLC | 4,256 | $531.1K | 0.23% | −204−4.6% | Reduced |
| Boothbay Fund Management, LLC | 4,272 | $533.1K | 0.01% | −4,400−50.7% | Reduced |
| Mosley Wealth Management | 1,656 | $533.6K | 0.24% | +18+1.1% | Added |
| Pennington Partners & Co., LLC | 4,287 | $535.0K | 0.18% | +4,287 | New |
| EP Wealth Advisors, LLC | 4,326 | $539.9K | 0.00% | −39−0.9% | Reduced |
| Aviso Wealth Management | 4,330 | $540.4K | 0.24% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 4,381 | $546.8K | 0.01% | +68+1.6% | Added |
| Sowell Financial Services LLC | 4,392 | $548.1K | 0.02% | +137+3.2% | Added |
| LaSalle St. Investment Advisors, LLC | 4,401 | $549.2K | 0.08% | +1,495+51.4% | Added |
| Pine Valley Investments Ltd Liability Co | 4,430 | $552.9K | 0.03% | +119+2.8% | Added |
| Cambria Investment Management, L.P. | 4,431 | $553.0K | 0.03% | +4,431 | New |
| Capital International Inc | 4,452 | $555.6K | 0.00% | +1,286+40.6% | Added |
| Capula Management Ltd | 4,456 | $556.1K | 0.00% | −121,832−96.5% | Reduced |
| TCG Advisory Services, LLC | 4,466 | $557.4K | 0.01% | +2,876+180.9% | Added |
| Simplicity Wealth,LLC | 4,484 | $559.6K | 0.03% | +410+10.1% | Added |
| E6 Portfolios, LLC | 4,494 | $560.8K | 0.58% | +717+19.0% | Added |
| United Asset Strategies, Inc. | 4,549 | $567.7K | 0.05% | +544+13.6% | Added |
| Skopos Labs, Inc. | 4,649 | $580.2K | 0.02% | +4,649 | New |
| Oxler Private Wealth LLC | 4,736 | $591.1K | 0.19% | +58+1.2% | Added |
| Flaharty Asset Management, LLC | 4,751 | $592.9K | 0.07% | +2,275+91.9% | Added |
| Insigneo Advisory Services, LLC | 4,754 | $593.3K | 0.04% | +1,751+58.3% | Added |
| Signaturefd, LLC | 4,758 | $593.8K | 0.01% | +2,379+100.0% | Added |
| Invictus Private Wealth, LLC | 4,780 | $596.5K | 0.04% | +1,500+45.7% | Added |
| Moneta Group Investment Advisors LLC | 4,802 | $599.3K | 0.00% | +2,940+157.9% | Added |
| Keybank National Association | 4,807 | $599.9K | 0.00% | +20.0% | Added |
| National Asset Management, Inc. | 5,004 | $607.7K | 0.04% | +305+6.5% | Added |
| HB Wealth Management, LLC | 4,872 | $608.0K | 0.00% | +1,899+63.9% | Added |
| Resources Investment Advisors, LLC. | 4,878 | $608.8K | 0.01% | +3,406+231.4% | Added |
| Wedmont Private Capital | 4,751 | $609.6K | 0.02% | +1,650+53.2% | Added |
| AdvisorNet Financial, Inc | 4,922 | $614.3K | 0.03% | +776+18.7% | Added |
| Fifth Third Bancorp | 4,974 | $620.8K | 0.00% | +2,184+78.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,975 | $620.9K | 0.02% | +2,570+106.9% | Added |
| IFP Advisors, Inc | 4,998 | $623.8K | 0.01% | +667+15.4% | Added |
| PKO Investment Management Joint-Stock Co | 5,000 | $624.0K | 0.05% | −13,000−72.2% | Reduced |
| DV Trading LLC | 5,007 | $624.9K | 0.06% | +2,381+90.7% | Added |
| CTC Alternative Strategies, Ltd. | 5,008 | $625.0K | 1.42% | +642+14.7% | Added |
| Formidable Asset Management, LLC | 4,155 | $631.4K | 0.10% | +2,940+242.0% | Added |
| Vestcor Inc | 5,097 | $636.0K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 5,100 | $636.5K | 0.00% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 5,124 | $639.5K | 0.05% | −19−0.4% | Reduced |
| IPG Investment Advisors LLC | 5,124 | $639.5K | 0.11% | +5,124 | New |
| TCW Group Inc | 5,168 | $645.0K | 0.00% | +956+22.7% | Added |
| Citizens Financial Group Inc | 5,171 | $645.3K | 0.01% | −202−3.8% | Reduced |
| Thrivent Financial for Lutherans | 5,188 | $647.0K | 0.00% | +171+3.4% | Added |
| Banque Cantonale Vaudoise | 5,193 | $648.0K | 0.02% | −1,095−17.4% | Reduced |
| Principle Wealth Partners LLC | 5,193 | $648.1K | 0.04% | +430+9.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 5,205 | $649.6K | 0.08% | +909+21.2% | Added |
| Thryve Wealth Management LLC | 5,265 | $657.1K | 0.44% | −863−14.1% | Reduced |
| DRW Securities, LLC | 5,299 | $661.3K | 0.04% | −46,711−89.8% | Reduced |
| Perennial Investment Advisors, LLC | 5,381 | $671.5K | 0.05% | +60+1.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,445 | $679.3K | 0.00% | −454−7.7% | Reduced |
| Nwam LLC | 5,462 | $681.7K | 0.04% | +1,192+27.9% | Added |
| Perigon Wealth Management, LLC | 5,464 | $681.9K | 0.01% | +2,021+58.7% | Added |
| Beacon Pointe Advisors, LLC | 5,546 | $692.1K | 0.00% | +557+11.2% | Added |
| Bannerstone Capital Management, LLC | 5,554 | $693.1K | 0.72% | +5,554 | New |