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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 5,557 | $693.5K | 0.00% | +5,557 | New |
| Bridgewater Associates, LP | 5,568 | $694.9K | 0.00% | −4,426−44.3% | Reduced |
| Siemens Fonds Invest GmbH | 5,587 | $697.3K | 0.04% | +129+2.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 5,614 | $700.6K | 0.21% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 5,616 | $700.9K | 0.14% | 00.0% | Unchanged |
| CoinFund Management LLC | 5,680 | $708.9K | 2.08% | +5,680 | New |
| Beacon Capital Management, LLC | 5,682 | $709.1K | 0.13% | +461+8.8% | Added |
| Merit Financial Group, LLC | 5,691 | $710.3K | 0.01% | +180+3.3% | Added |
| Fiduciary Trust Co | 5,769 | $720.0K | 0.01% | −16−0.3% | Reduced |
| Dynasty Wealth Management, LLC | 5,783 | $721.7K | 0.01% | +5,783 | New |
| State of Michigan Retirement System | 5,800 | $723.8K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,821 | $726.5K | 0.05% | +2,664+84.4% | Added |
| MetLife Investment Management | 5,893 | $735.4K | 0.00% | +794+15.6% | Added |
| Lifeworks Advisors, LLC | 5,921 | $739.0K | 0.09% | +117+2.0% | Added |
| Finer Wealth Management, Inc. | 5,929 | $739.9K | 0.37% | −10,019−62.8% | Reduced |
| BLKBRD Asset Management, LP | 5,931 | $740.2K | 1.93% | −1,537−20.6% | Reduced |
| Larson Financial Group LLC | 5,946 | $742.1K | 0.02% | +1,135+23.6% | Added |
| Verus Capital Partners, LLC | 5,970 | $745.1K | 0.05% | −2,102−26.0% | Reduced |
| QRG Capital Management, Inc. | 6,011 | $750.2K | 0.01% | −24,912−80.6% | Reduced |
| Steel Peak Wealth Management LLC | 6,096 | $760.8K | 0.02% | +6,096 | New |
| Indivisible Partners | 6,143 | $766.6K | 0.07% | +4,284+230.4% | Added |
| Tred Avon Family Wealth, LLC | 6,194 | $773.0K | 0.26% | −2,712−30.5% | Reduced |
| Core Wealth Partners LLC | 6,222 | $776.5K | 0.36% | −20−0.3% | Reduced |
| Maripau Wealth Management LLC | 6,252 | $780.2K | 0.34% | +717+13.0% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 6,310 | $787.5K | 0.35% | +732+13.1% | Added |
| DeepCurrents Investment Group LLC | 6,363 | $794.1K | 0.03% | +6,363 | New |
| MBL Wealth, LLC | 6,420 | $801.2K | 0.06% | −94−1.4% | Reduced |
| Woodward Diversified Capital, LLC | 4,832 | $804.6K | 0.37% | +833+20.8% | Added |
| Institute for Wealth Management, LLC. | 6,465 | $806.8K | 0.09% | +6,465 | New |
| Summit Trail Advisors, LLC | 6,513 | $812.8K | 0.01% | +3,709+132.3% | Added |
| Convergence Financial, LLC | 6,530 | $814.9K | 0.09% | +3,270+100.3% | Added |
| Integrity Alliance, LLC. | 6,530 | $814.9K | 0.03% | +3,680+129.1% | Added |
| Jones Financial Companies LLLP | 6,514 | $820.9K | 0.00% | +6,233+2,218.1% | Added |
| Sterling Investment Advisors, Ltd. | 6,603 | $824.1K | 0.15% | +1,293+24.4% | Added |
| Centaurus Financial, Inc. | 6,800 | $849.0K | 0.04% | −56−0.8% | Reduced |
| Change Path, LLC | 6,825 | $851.8K | 0.02% | +2,515+58.4% | Added |
| Waldron Private Wealth LLC | 6,888 | $859.6K | 0.03% | −10−0.1% | Reduced |
| Ambassador Advisors, LLC | 6,903 | $861.5K | 0.13% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 6,948 | $867.1K | 0.06% | 00.0% | Unchanged |
| Capital International Ltd | 6,969 | $869.7K | 0.03% | +1,754+33.6% | Added |
| Spartan Wealth Advisory Services LLC | 7,036 | $878.1K | 0.08% | +7,036 | New |
| Paradigm Financial Partners, LLC | 7,067 | $882.0K | 0.16% | −5,609−44.2% | Reduced |
| Partners Wealth Management, LLC | 7,078 | $883.3K | 0.91% | +19+0.3% | Added |
| PFG Investments, LLC | 7,134 | $890.3K | 0.04% | +817+12.9% | Added |
| Stratos Wealth Advisors, LLC | 7,171 | $895.0K | 0.05% | −3,204−30.9% | Reduced |
| Traphagen Investment Advisors LLC | 7,277 | $908.2K | 0.07% | −80−1.1% | Reduced |
| Arkadios Wealth Advisors | 7,351 | $917.4K | 0.02% | +1,907+35.0% | Added |
| MAI Capital Management | 7,367 | $919.4K | 0.01% | +949+14.8% | Added |
| Gladstone Institutional Advisory LLC | 7,473 | $932.6K | 0.03% | +844+12.7% | Added |
| Wealthcare Advisory Partners LLC | 7,528 | $939.5K | 0.02% | +936+14.2% | Added |
| RSM US Wealth Management LLC | 7,613 | $950.1K | 0.01% | +1,254+19.7% | Added |
| Concurrent Investment Advisors, LLC | 7,739 | $965.8K | 0.01% | −1,827−19.1% | Reduced |
| North Dakota State Investment Board | 7,741 | $966.1K | 0.04% | −1,554−16.7% | Reduced |
| Sage Mountain Advisors LLC | 7,787 | $971.8K | 0.07% | +1,802+30.1% | Added |
| Sig Brokerage, LP | 7,816 | $975.4K | 0.28% | +7,816 | New |
| Signal Advisors Wealth, LLC | 7,959 | $993.2K | 0.07% | +669+9.2% | Added |
| Aptus Capital Advisors, LLC | 8,105 | $1.01M | 0.01% | +849+11.7% | Added |
| Wahed Invest LLC | 8,106 | $1.01M | 0.13% | +1,053+14.9% | Added |
| QTR Family Wealth, LLC | 7,379 | $1.01M | 0.42% | +27+0.4% | Added |
| LCM Capital Management Inc | 8,139 | $1.02M | 0.51% | 00.0% | Unchanged |
| J. Derek Lewis & Associates Inc. | 8,303 | $1.04M | 0.23% | +1,550+23.0% | Added |
| Assenagon Asset Management S.A. | 8,338 | $1.04M | 0.00% | −110−1.3% | Reduced |
| Wallace Hart LLC | 8,400 | $1.05M | 1.44% | −40−0.5% | Reduced |
| Johns Hopkins University | 8,400 | $1.05M | 0.08% | 00.0% | Unchanged |
| Thompson David Blair | 8,405 | $1.05M | 0.60% | −269−3.1% | Reduced |
| Allstate Corp | 8,509 | $1.06M | 0.01% | −11,104−56.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,547 | $1.07M | 0.01% | −57−0.7% | Reduced |
| Kingsview Wealth Management, LLC | 8,623 | $1.08M | 0.01% | +895+11.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 8,636 | $1.08M | 0.04% | −1,698−16.4% | Reduced |
| Geneos Wealth Management Inc. | 8,667 | $1.08M | 0.03% | +1,305+17.7% | Added |
| Pensionmark Financial Group, LLC | 8,711 | $1.09M | 0.02% | −443−4.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 8,836 | $1.10M | 0.08% | +1,260+16.6% | Added |
| Andina Capital Management, LLC | 9,011 | $1.12M | 0.99% | +3,850+74.6% | Added |
| Pinnacle Associates Ltd | 9,020 | $1.13M | 0.01% | −1,726−16.1% | Reduced |
| EFG International AG | 9,156 | $1.14M | 0.02% | +6,849+296.9% | Added |
| Dba Trading, LLC | 9,200 | $1.15M | 0.57% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 9,263 | $1.16M | 0.03% | 00.0% | Unchanged |
| Evexia Wealth LLC | 8,854 | $1.17M | 0.32% | +470+5.6% | Added |
| Omers Administration Corp | 9,462 | $1.18M | 0.01% | +2,709+40.1% | Added |
| Sepio Capital, LP | 9,463 | $1.18M | 0.06% | +242+2.6% | Added |
| Sigma Planning Corp | 9,670 | $1.21M | 0.03% | +2,251+30.3% | Added |
| Brinker Capital Investments, LLC | 9,705 | $1.21M | 0.01% | −2,072−17.6% | Reduced |
| Polianta Ltd | 9,800 | $1.22M | 0.16% | +1,500+18.1% | Added |
| Abn Amro Investment Solutions | 9,805 | $1.22M | 0.02% | +9,805 | New |
| Sun Financial Inc | 6,648 | $1.24M | 0.62% | +377+6.0% | Added |
| Visionary Wealth Advisors | 9,965 | $1.24M | 0.06% | +30.0% | Added |
| Compagnie Lombard Odier SCmA | 9,995 | $1.25M | 0.02% | +9,700+3,288.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,007 | $1.25M | 0.04% | +569+6.0% | Added |
| Dynamic Advisor Solutions LLC | 10,022 | $1.25M | 0.04% | +1,105+12.4% | Added |
| Steward Partners Investment Advisory, LLC | 10,080 | $1.26M | 0.01% | +1,122+12.5% | Added |
| Northwestern Mutual Wealth Management Co | 10,132 | $1.26M | 0.00% | +774+8.3% | Added |
| Am Investment Strategies LLC | 10,192 | $1.27M | 0.28% | +1,000+10.9% | Added |
| Woodline Partners LP | 10,218 | $1.28M | 0.00% | +5,407+112.4% | Added |
| Alchemi Wealth, LLC | 10,291 | $1.28M | 0.71% | +1,999+24.1% | Added |
| Allianz Asset Management GmbH | 10,313 | $1.29M | 0.00% | −983−8.7% | Reduced |
| Certior Financial Group, LLC | 10,485 | $1.31M | 0.83% | +8,877+552.1% | Added |
| Argent Advisors, Inc. | 10,500 | $1.31M | 0.36% | +500+5.0% | Added |
| Truist Financial Corp | 10,684 | $1.33M | 0.00% | −379−3.4% | Reduced |
| E Fund Management Co., Ltd. | 10,822 | $1.35M | 0.04% | +10,822 | New |
| Newbridge Financial Services Group, Inc. | 10,973 | $1.37M | 0.23% | +1,975+21.9% | Added |