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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 17,368 | $3.12M | 0.07% | +916+5.6% | Added |
| Nordea Investment Management AB | 26,536 | $3.14M | 0.00% | +189+0.7% | Added |
| Evolution Wealth Advisors, LLC | 25,127 | $3.14M | 0.32% | +25,127 | New |
| Golden State Wealth Management, LLC | 25,237 | $3.15M | 0.34% | +1,177+4.9% | Added |
| Walleye Capital LLC | 25,341 | $3.16M | 0.02% | −58,602−69.8% | Reduced |
| Blair William & Co | 25,396 | $3.17M | 0.01% | +5,734+29.2% | Added |
| Janus Henderson Group PLC | 25,542 | $3.19M | 0.00% | −1,274−4.8% | Reduced |
| Kestra Private Wealth Services, LLC | 25,717 | $3.21M | 0.04% | +4,236+19.7% | Added |
| Prudential PLC | 25,976 | $3.24M | 0.02% | +7,867+43.4% | Added |
| CIBC Bancorp USA Inc. | 26,074 | $3.25M | 0.00% | +26,074 | New |
| Cavalier Investments, LLC | 26,167 | $3.27M | 0.84% | +4,455+20.5% | Added |
| Group One Trading, L.P. | 26,482 | $3.30M | 0.11% | +16,847+174.9% | Added |
| OP Asset Management Ltd | 26,657 | $3.33M | 0.03% | −2,380−8.2% | Reduced |
| Titleist Asset Management, LLC | 27,107 | $3.38M | 0.26% | +5,654+26.4% | Added |
| Oppenheimer & Co Inc | 27,113 | $3.38M | 0.04% | +6,368+30.7% | Added |
| Freemont Management S.A. | 27,200 | $3.39M | 0.63% | +27,200 | New |
| Swiss Life Asset Management Ltd | 27,336 | $3.41M | 0.02% | +1,152+4.4% | Added |
| IHT Wealth Management, LLC | 27,345 | $3.41M | 0.08% | −5,012−15.5% | Reduced |
| Advisor Group Holdings, Inc. | 28,118 | $3.51M | 0.01% | −1,281−4.4% | Reduced |
| D. E. Shaw & Co., Inc. | 28,810 | $3.60M | 0.00% | −298,237−91.2% | Reduced |
| Farringdon Capital, Ltd. | 28,812 | $3.60M | 0.79% | +9,478+49.0% | Added |
| AE Wealth Management LLC | 28,997 | $3.62M | 0.02% | +7,890+37.4% | Added |
| Eurizon Capital SGR S.p.A. | 29,109 | $3.63M | 0.01% | +1,253+4.5% | Added |
| Boundless Plain Holdings Ltd | 30,000 | $3.74M | 1.23% | 00.0% | Unchanged |
| Optiver Holding B.V. | 30,189 | $3.77M | 0.14% | +21,007+228.8% | Added |
| Advisory Services Network, LLC | 30,487 | $3.80M | 0.05% | +6,701+28.2% | Added |
| Rakuten Investment Management, Inc. | 31,591 | $3.84M | 0.01% | +6,082+23.8% | Added |
| D.A. Davidson & Co. | 30,929 | $3.86M | 0.02% | +30,929 | New |
| Utah Retirement Systems | 31,367 | $3.91M | 0.04% | +2,360+8.1% | Added |
| United Capital Management of KS, Inc. | 31,428 | $3.92M | 0.59% | +11,371+56.7% | Added |
| Cresset Asset Management, LLC | 31,460 | $3.93M | 0.02% | +2,058+7.0% | Added |
| Kovack Advisors, Inc. | 31,523 | $3.93M | 0.21% | −1,367−4.2% | Reduced |
| Nisa Investment Advisors, LLC | 31,922 | $3.98M | 0.01% | +23,792+292.6% | Added |
| VestGen Advisors, LLC | 21,712 | $4.00M | 0.11% | +11,615+115.0% | Added |
| MSA Advisors, LLC | 32,290 | $4.03M | 1.21% | +32,290 | New |
| SBI Securities Co., Ltd. | 32,889 | $4.10M | 0.11% | +9,000+37.7% | Added |
| Elequin Capital LP | 33,141 | $4.14M | 0.38% | +3,184+10.6% | Added |
| Public Employees Retirement Association of Colorado | 33,666 | $4.20M | 0.02% | −70.0% | Reduced |
| Wealthfront Advisers LLC | 33,780 | $4.22M | 0.01% | −1,917−5.4% | Reduced |
| Cerity Partners LLC | 33,889 | $4.23M | 0.01% | +17,775+110.3% | Added |
| Acorn Financial Advisory Services Inc | 34,065 | $4.25M | 0.58% | −3,705−9.8% | Reduced |
| Erste Asset Management GmbH | 35,209 | $4.28M | 0.04% | +1,469+4.4% | Added |
| Shelton Capital Management | 34,584 | $4.32M | 0.09% | +3,857+12.6% | Added |
| British Columbia Investment Management Corp | 35,976 | $4.49M | 0.03% | −10,275−22.2% | Reduced |
| iA Global Asset Management Inc. | 37,708 | $4.71M | 0.07% | +4,430+13.3% | Added |
| Longitude (Cayman) Ltd. | 38,700 | $4.83M | 4.21% | +10,500+37.2% | Added |
| Pacific Capital Wealth Advisors, Inc | 39,097 | $4.88M | 0.82% | +10,008+34.4% | Added |
| Mn Services Vermogensbeheer B.V. | 39,300 | $4.91M | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 39,632 | $4.95M | 0.02% | +29,534+292.5% | Added |
| Moors & Cabot, Inc. | 39,698 | $4.95M | 0.21% | +543+1.4% | Added |
| Xponance, Inc. | 40,620 | $5.07M | 0.04% | +9,144+29.1% | Added |
| Kessler Investment Group, LLC | 40,748 | $5.09M | 2.41% | +2,706+7.1% | Added |
| Kingswood Wealth Advisors, LLC | 40,996 | $5.12M | 0.24% | −1,754−4.1% | Reduced |
| Toronto Dominion Bank | 41,112 | $5.13M | 0.01% | −17,834−30.3% | Reduced |
| American Century Companies Inc | 41,834 | $5.22M | 0.00% | +2,618+6.7% | Added |
| Varma Mutual Pension Insurance Co | 42,880 | $5.35M | 0.03% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 43,045 | $5.37M | 0.51% | −935−2.1% | Reduced |
| Oasis Advisors, LLC | 43,560 | $5.44M | 1.07% | +38,085+695.6% | Added |
| Pacer Advisors, Inc. | 44,218 | $5.52M | 0.02% | −2,072−4.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 45,485 | $5.68M | 0.39% | +29,351+181.9% | Added |
| XTX Topco Ltd | 45,509 | $5.68M | 0.10% | +45,509 | New |
| USS Investment Management Ltd | 45,516 | $5.68M | 0.02% | +1,134+2.6% | Added |
| SEI Investments Co | 45,664 | $5.70M | 0.01% | −13,124−22.3% | Reduced |
| Madden Securities Corp | 45,811 | $5.72M | 1.72% | −1,729−3.6% | Reduced |
| Envestnet Asset Management Inc | 45,843 | $5.72M | 0.00% | +20,891+83.7% | Added |
| Simplex Trading, LLC | 45,923 | $5.73M | 0.18% | +45,923 | New |
| Police & Firemen's Retirement System of New Jersey | 48,042 | $6.00M | 0.05% | +7,244+17.8% | Added |
| CI Private Wealth, LLC | 49,809 | $6.00M | 0.01% | −22,992−31.6% | Reduced |
| Private Advisor Group, LLC | 48,866 | $6.10M | 0.03% | −23,131−32.1% | Reduced |
| Russell Investments Group, Ltd. | 49,298 | $6.10M | 0.01% | −8,280−14.4% | Reduced |
| Independent Advisor Alliance | 49,174 | $6.14M | 0.07% | +2,381+5.1% | Added |
| Capital Wealth Alliance, LLC | 51,559 | $6.43M | 2.91% | +587+1.2% | Added |
| Miller Value Partners, LLC | 52,058 | $6.50M | 1.70% | +26,808+106.2% | Added |
| IFM Investors Pty Ltd | 52,880 | $6.60M | 0.06% | +2,285+4.5% | Added |
| Daiwa Securities Group Inc. | 53,089 | $6.63M | 0.02% | −8,029−13.1% | Reduced |
| Tobam | 53,290 | $6.65M | 1.73% | +26,020+95.4% | Added |
| SEB Asset Management AB | 53,342 | $6.66M | 0.03% | +53,342 | New |
| Walleye Trading LLC | 53,390 | $6.66M | 0.14% | −31,898−37.4% | Reduced |
| GWM Advisors LLC | 54,332 | $6.78M | 0.02% | +845+1.6% | Added |
| Vista Investment Partners II, LLC | 54,759 | $6.83M | 3.07% | +7,017+14.7% | Added |
| GF Fund Management Co. Ltd. | 54,862 | $6.85M | 0.11% | −1,633−2.9% | Reduced |
| EverSource Wealth Advisors, LLC | 55,861 | $6.97M | 0.21% | +3,255+6.2% | Added |
| SkyBridge Capital II, LLC | 70,284 | $7.03M | 53.52% | +70,284 | New |
| DnB Asset Management AS | 56,550 | $7.06M | 0.03% | −35,583−38.6% | Reduced |
| Fiduciary Alliance LLC | 49,518 | $7.11M | 0.43% | +2,991+6.4% | Added |
| Summit Financial, LLC | 57,384 | $7.16M | 0.09% | +6,672+13.2% | Added |
| Kestra Advisory Services, LLC | 57,449 | $7.17M | 0.03% | +3,419+6.3% | Added |
| Standard Life Aberdeen plc | 58,213 | $7.26M | 0.01% | +4,987+9.4% | Added |
| Quantinno Capital Management LP | 60,126 | $7.50M | 0.01% | +28,180+88.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,861 | $7.60M | 0.06% | +6,647+12.3% | Added |
| Guggenheim Capital LLC | 61,707 | $7.70M | 0.06% | −4,329−6.6% | Reduced |
| Mercer Global Advisors Inc | 63,273 | $7.89M | 0.01% | +1,249+2.0% | Added |
| Capstone Investment Advisors, LLC | 63,394 | $7.91M | 0.07% | +10,186+19.1% | Added |
| CIBC Asset Management Inc | 67,855 | $8.47M | 0.02% | +7,263+12.0% | Added |
| KBC Group NV | 68,352 | $8.53M | 0.02% | −243,272−78.1% | Reduced |
| Accuvest Global Advisors | 70,109 | $8.75M | 8.16% | +687+1.0% | Added |
| Rockefeller Capital Management L.P. | 70,884 | $8.85M | 0.02% | +15,747+28.6% | Added |
| Arizona State Retirement System | 71,524 | $8.93M | 0.05% | −1,083−1.5% | Reduced |
| Point72 Asset Management, L.P. | 72,431 | $9.04M | 0.02% | +72,431 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 72,450 | $9.04M | 0.02% | +2,063+2.9% | Added |