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 |
|---|---|---|---|---|---|
| South State Corp. | 16 | $2.00K | 0.00% | −5−23.8% | Reduced |
| Tradewinds Capital Management, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $2.00K | 0.00% | +13+433.3% | Added |
| Beacon Investment Advisory Services, Inc. | 16 | $2.00K | 0.00% | +16 | New |
| Chung Wu Investment Group, LLC | 15 | $1.87K | 0.00% | −500−97.1% | Reduced |
| Sittner & Nelson, LLC | 15 | $1.87K | 0.00% | −15−50.0% | Reduced |
| Principia Wealth Advisory, LLC | 15 | $1.87K | 0.00% | +6+66.7% | Added |
| Gordian Capital Singapore Pte Ltd | 860 | $1.72K | 0.00% | +850+8,500.0% | Added |
| Johnson Financial Group, Inc. | 13 | $1.62K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 13 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 12 | $1.50K | 0.00% | −4−25.0% | Reduced |
| Rialto Wealth Management, LLC | 12 | $1.50K | 0.00% | +9+300.0% | Added |
| Investment Research & Advisory Group, Inc. | 5 | $1.50K | 0.00% | +5 | New |
| NBT Bank N A | 11 | $1.37K | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 9 | $1.12K | 0.00% | +9 | New |
| Oakworth Capital, Inc. | 9 | $1.12K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 9 | $1.12K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 9 | $1.12K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 9 | $1.12K | 0.00% | +9 | New |
| Torren Management, LLC | 8 | $998 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $998 | 0.00% | +2+33.3% | Added |
| Bare Financial Services, Inc | 8 | $998 | 0.00% | +2+33.3% | Added |
| LRI Investments, LLC | 8 | $998 | 0.00% | +8 | New |
| Kilter Group LLC | 7 | $874 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $749 | 0.00% | −4−40.0% | Reduced |
| Burk Holdings LLC | 6 | $749 | 0.00% | +6 | New |
| Essential Investment Partners LLC | 5 | $624 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $499 | 0.00% | +3+300.0% | Added |
| TopTier Wealth Management, LLC | 4 | $499 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 3 | $375 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3 | $374 | 0.00% | −18−85.7% | Reduced |
| Godfrey Financial Associates, Inc. | 3 | $374 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3 | $374 | 0.00% | +3 | New |
| Duncker Streett & Co Inc | 2 | $250 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $250 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $250 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 2 | $250 | 0.00% | +1+100.0% | Added |
| ORG Wealth Partners, LLC | 2 | $249 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2 | $190 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1 | $125 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1 | $125 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $125 | 0.00% | +1 | New |
| Coston, McIsaac & Partners | 4 | $0 | 0.00% | +4 | New |
| Wall Street Access Asset Management, LLC | 430 | – | – | +430 | New |
| PEAK6 LLC | 0 | $0 | 0.00% | −361,655−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −235,571−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −178,287−100.0% | Sold out |
| TB Alternative Assets Ltd. | 0 | $0 | 0.00% | −132,801−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −114,731−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −101,139−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −71,884−100.0% | Sold out |
| Pilgrim Partners Asia Pte Ltd | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −60,378−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −53,466−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −51,720−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −51,564−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −22,799−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −47,894−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −31,880−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −30,317−100.0% | Sold out |
| ARP Global Capital Ltd | 0 | $0 | 0.00% | −27,865−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −25,508−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −24,516−100.0% | Sold out |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −17,900−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −16,576−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −14,912−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −13,303−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −12,540−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −10,487−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −9,675−100.0% | Sold out |
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −9,045−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −10,032−100.0% | Sold out |
| Ewing Morris & Co. Investment Partners Ltd. | 0 | $0 | 0.00% | −7,469−100.0% | Sold out |
| Pinnacle Wealth Management, LLC | 0 | $0 | 0.00% | −6,982−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −6,701−100.0% | Sold out |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −6,477−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −6,361−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −5,863−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −5,858−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,680−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −5,302−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,295−100.0% | Sold out |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −4,610−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,177−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −4,040−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −3,887−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −3,769−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −3,684−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,622−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −3,547−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −3,403−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −3,370−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −3,348−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −3,316−100.0% | Sold out |
| Fifth Third Wealth Advisors LLC | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |