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 |
|---|---|---|---|---|---|
| US Bancorp | 10,982 | $1.37M | 0.00% | +1,000+10.0% | Added |
| AMG National Trust Bank | 11,070 | $1.38M | 0.03% | +7,595+218.6% | Added |
| Tokio Marine Asset Management Co Ltd | 11,254 | $1.40M | 0.05% | +1,257+12.6% | Added |
| Voya Investment Management LLC | 11,311 | $1.41M | 0.00% | +1,541+15.8% | Added |
| Integrated Wealth Concepts LLC | 11,342 | $1.42M | 0.01% | +8,181+258.8% | Added |
| Ameritas Investment Partners, Inc. | 11,349 | $1.42M | 0.04% | +1,671+17.3% | Added |
| Ausdal Financial Partners, Inc. | 11,442 | $1.43M | 0.06% | +1,048+10.1% | Added |
| Farther Finance Advisors, LLC | 11,813 | $1.45M | 0.01% | +529+4.7% | Added |
| Norinchukin Bank, The | 11,731 | $1.46M | 0.02% | +2,640+29.0% | Added |
| Wedbush Securities Inc | 11,921 | $1.49M | 0.04% | −164−1.4% | Reduced |
| Prospera Financial Services Inc | 11,977 | $1.49M | 0.02% | −1,561−11.5% | Reduced |
| Axxcess Wealth Management, LLC | 12,155 | $1.52M | 0.05% | +953+8.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,623 | $1.53M | 0.01% | −25,914−67.2% | Reduced |
| WCG Wealth Advisors LLC | 12,303 | $1.54M | 0.04% | +12,303 | New |
| Vienna Asset Management LLC | 12,309 | $1.54M | 1.21% | −6,738−35.4% | Reduced |
| Maxi Investments CY Ltd | 12,400 | $1.55M | 0.34% | +12,400 | New |
| Empowered Funds, LLC | 12,427 | $1.55M | 0.01% | +12,427 | New |
| Spire Wealth Management | 12,579 | $1.57M | 0.05% | +3,417+37.3% | Added |
| The PNC Financial Services Group, Inc. | 12,665 | $1.58M | 0.00% | +2,844+29.0% | Added |
| Sequoia Financial Advisors, LLC | 12,716 | $1.59M | 0.01% | +5,290+71.2% | Added |
| Graham Capital Management, L.P. | 12,800 | $1.60M | 0.05% | +11,348+781.5% | Added |
| Bleakley Financial Group, LLC | 12,800 | $1.60M | 0.02% | +12,800 | New |
| Ethic Inc. | 12,838 | $1.60M | 0.03% | +497+4.0% | Added |
| Venturi Wealth Management, LLC | 12,878 | $1.61M | 0.07% | +8,418+188.7% | Added |
| Prudential Financial Inc | 12,934 | $1.61M | 0.00% | −722−5.3% | Reduced |
| Promethium Advisors,llc | 12,941 | $1.62M | 0.84% | +12,941 | New |
| Western Wealth Management, LLC | 12,954 | $1.62M | 0.06% | −1,476−10.2% | Reduced |
| CWM Advisors, LLC | 13,199 | $1.65M | 0.10% | +13,171+47,039.3% | Added |
| Capstone Financial Advisors, Inc. | 13,224 | $1.65M | 0.09% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 13,246 | $1.65M | 0.01% | −26,415−66.6% | Reduced |
| Osmosis Investment Management UK Ltd | 13,289 | $1.66M | 0.04% | +4,558+52.2% | Added |
| Capital International Sarl | 13,309 | $1.66M | 0.03% | +2,504+23.2% | Added |
| Verition Fund Management LLC | 13,317 | $1.66M | 0.02% | −8,956−40.2% | Reduced |
| Sky-Mountain Capital Management, Inc. | 13,382 | $1.67M | 1.20% | −135−1.0% | Reduced |
| GTS Securities LLC | 13,704 | $1.71M | 0.06% | +12,306+880.3% | Added |
| AG2R la Mondiale Gestion D'Actifs | 13,746 | $1.72M | 0.08% | +2,637+23.7% | Added |
| Colony Group, LLC | 14,276 | $1.78M | 0.00% | −8,603−37.6% | Reduced |
| Patriot Investment Management Inc. | 14,506 | $1.81M | 0.12% | −32−0.2% | Reduced |
| Prakash Investment Advisors LLC | 14,800 | $1.85M | 1.56% | +10,500+244.2% | Added |
| KPP Advisory Services LLC | 14,925 | $1.86M | 0.27% | −69−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 15,100 | $1.88M | 0.00% | +5,400+55.7% | Added |
| Sanctuary Advisors, LLC | 15,132 | $1.89M | 0.01% | −464−3.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,987 | $1.92M | 0.00% | −24,522−60.5% | Reduced |
| M&T Bank Corp | 15,357 | $1.92M | 0.01% | +6,120+66.3% | Added |
| Disciplined Investors, L.L.C. | 15,437 | $1.93M | 1.15% | +4,507+41.2% | Added |
| Teamwork Financial Advisors, LLC | 15,578 | $1.94M | 0.22% | +10,934+235.4% | Added |
| Amalgamated Bank | 15,656 | $1.95M | 0.01% | +1,965+14.4% | Added |
| Maryland State Retirement & Pension System | 15,806 | $1.97M | 0.04% | +2,638+20.0% | Added |
| Readystate Asset Management LP | 16,084 | $2.01M | 0.12% | +1,834+12.9% | Added |
| Vivid Wealth Management, LLC | 16,264 | $2.03M | 0.82% | +2,280+16.3% | Added |
| Manufacturers Life Insurance Company, The | 16,320 | $2.04M | 0.00% | +2,009+14.0% | Added |
| Baird Financial Group, Inc. | 16,446 | $2.05M | 0.00% | +14,970+1,014.2% | Added |
| Kapstone Financial Advisors LLC | 16,500 | $2.06M | 1.01% | −434−2.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 17,205 | $2.15M | 0.01% | +1,640+10.5% | Added |
| Wellington Management Group LLP | 17,495 | $2.18M | 0.00% | +7,874+81.8% | Added |
| Prepared Retirement Institute LLC | 17,822 | $2.22M | 1.10% | +17,822 | New |
| Chokshi & Queen Wealth Advisors, Inc | 17,825 | $2.22M | 1.19% | +3,475+24.2% | Added |
| Macquarie Group Ltd | 17,908 | $2.23M | 0.01% | −4,762−21.0% | Reduced |
| HHM Wealth Advisors, LLC | 18,011 | $2.25M | 0.26% | +29+0.2% | Added |
| Centric Wealth Management | 12,380 | $2.28M | 0.45% | +12,380 | New |
| Jump Financial, LLC | 18,323 | $2.29M | 0.03% | −158,655−89.6% | Reduced |
| Candriam Luxembourg S.C.A. | 18,454 | $2.30M | 0.01% | +542+3.0% | Added |
| Janney Montgomery Scott LLC | 18,579 | $2.32M | 0.01% | −2,336−11.2% | Reduced |
| CAPROCK Group, Inc. | 18,588 | $2.32M | 0.06% | +3,309+21.7% | Added |
| Bank of Nova Scotia | 18,610 | $2.32M | 0.00% | +115+0.6% | Added |
| Investment Management Corp of Ontario | 18,674 | $2.33M | 0.03% | −4,523−19.5% | Reduced |
| Sovran Advisors, LLC | 14,143 | $2.34M | 0.18% | +2,997+26.9% | Added |
| Coastal Investment Advisors, Inc. | 18,832 | $2.35M | 0.82% | +2,232+13.4% | Added |
| Rathbone Brothers plc | 19,182 | $2.39M | 0.01% | +2,748+16.7% | Added |
| Stratos Wealth Partners, LTD. | 19,385 | $2.42M | 0.03% | +5,421+38.8% | Added |
| Blue Sky Capital Consultants Group, Inc. | 19,441 | $2.43M | 1.16% | −1,421−6.8% | Reduced |
| Pathstone Holdings, LLC | 19,801 | $2.47M | 0.01% | +2,304+13.2% | Added |
| GM Advisory Group, Inc. | 20,000 | $2.50M | 0.10% | −100.0% | Reduced |
| Secure Asset Management, LLC | 20,020 | $2.50M | 0.40% | −251−1.2% | Reduced |
| Profund Advisors LLC | 20,161 | $2.52M | 0.09% | −923−4.4% | Reduced |
| Gulf International Bank (UK) Ltd | 20,207 | $2.52M | 0.06% | +6,958+52.5% | Added |
| Franklin Resources Inc | 20,227 | $2.52M | 0.00% | −30,873−60.4% | Reduced |
| Louisiana State Employees Retirement System | 20,600 | $2.57M | 0.05% | +2,700+15.1% | Added |
| CIBC World Markets Inc. | 20,727 | $2.59M | 0.00% | −6,957−25.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 20,918 | $2.61M | 0.02% | +20,918 | New |
| CAP Partners, LLC | 21,068 | $2.63M | 1.49% | +235+1.1% | Added |
| Heritage Investors Management Corp | 21,909 | $2.73M | 0.08% | 00.0% | Unchanged |
| Collar Capital Management, LLC | 21,963 | $2.74M | 1.77% | −282−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 22,457 | $2.80M | 0.07% | +3,982+21.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 22,657 | $2.83M | 0.03% | −80,426−78.0% | Reduced |
| Balyasny Asset Management LLC | 22,815 | $2.85M | 0.01% | −4,241−15.7% | Reduced |
| Rakuten Securities, Inc. | 22,815 | $2.85M | 1.18% | +2,996+15.1% | Added |
| ASR Vermogensbeheer N.V. | 23,019 | $2.87M | 0.03% | +388+1.7% | Added |
| X-Square Capital, LLC | 23,155 | $2.89M | 0.97% | −5,000−17.8% | Reduced |
| Gateway Investment Advisers LLC | 23,162 | $2.89M | 0.03% | +7,419+47.1% | Added |
| Harvest Fund Management Co., Ltd | 23,201 | $2.90M | 0.12% | +3,212+16.1% | Added |
| Telligent Fund, LP | 23,400 | $2.92M | 3.12% | +23,400 | New |
| JustInvest LLC | 23,742 | $2.96M | 0.03% | +5,683+31.5% | Added |
| Truvestments Capital LLC | 23,931 | $2.99M | 0.54% | +2,158+9.9% | Added |
| Equitable Holdings, Inc. | 21,562 | $2.99M | 0.02% | +9,150+73.7% | Added |
| Mackenzie Financial Corp | 23,989 | $2.99M | 0.00% | +3,068+14.7% | Added |
| Matauro, LLC | 24,115 | $3.01M | 0.43% | +24,115 | New |
| EagleClaw Capital Managment, LLC | 24,225 | $3.02M | 0.42% | −200−0.8% | Reduced |
| Apollon Wealth Management, LLC | 24,818 | $3.10M | 0.05% | +3,613+17.0% | Added |
| Lavelle Capital LP | 24,890 | $3.11M | 1.93% | −75,110−75.1% | Reduced |