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Livermore
Livermore
ZHEN

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.

Other share classesSTRCSTRDSTRFSTRK

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.

Institutional holdersQ1 2026: 946 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ1 2026: $24.7B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q4 2025.

Institutions holding MSTR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navellier & Associates Inc0$00.00%−3,253−100.0%Sold out
Capital Group Private Client Services, Inc.0$00.00%−3,243−100.0%Sold out
NorthCrest Asset Manangement, LLC0$00.00%−2,938−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−3,160−100.0%Sold out
ING Groep NV0$00.00%−3,037−100.0%Sold out
RiverFront Investment Group, LLC0$00.00%−3,010−100.0%Sold out
Alphadyne Asset Management LP0$00.00%−2,978−100.0%Sold out
Odyssean, LLC0$00.00%−2,842−100.0%Sold out
Twin Capital Management Inc0$00.00%−2,764−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,706−100.0%Sold out
Diversify Advisory Services, LLC0$00.00%−2,244−100.0%Sold out
T3 Companies, LLC0$00.00%−2,553−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−2,243−100.0%Sold out
Royal Fund Management, LLC0$00.00%−2,077−100.0%Sold out
BCS Wealth Management0$00.00%−2,030−100.0%Sold out
Veracity Capital LLC0$00.00%−1,926−100.0%Sold out
Pinnacle Financial Partners, Inc.0$00.00%−1,905−100.0%Sold out
J. Safra Sarasin Holding AG0$00.00%−1,889−100.0%Sold out
Syntegra Private Wealth Group, LLC0$00.00%−1,851−100.0%Sold out
ABN AMRO Bank N.V.0$00.00%−1,851−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−1,759−100.0%Sold out
Empower Advisory Group, LLC0$00.00%−1,752−100.0%Sold out
Souders Financial Advisors0$00.00%−1,751−100.0%Sold out
Chicago Trust Co NA0$00.00%−1,716−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−1,714−100.0%Sold out
Envestnet Portfolio Solutions, Inc.0$00.00%−1,648−100.0%Sold out
Innovative Advisory Group, LLC0$00.00%−1,646−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−1,631−100.0%Sold out
Consolidated Capital Management, LLC0$00.00%−1,600−100.0%Sold out
Annandale Capital, LLC0$00.00%−1,600−100.0%Sold out
One Capital Management, LLC0$00.00%−1,581−100.0%Sold out
Tamar Securities, LLC0$00.00%−1,577−100.0%Sold out
Unique Wealth, LLC0$00.00%−1,573−100.0%Sold out
Atomi Financial Group, Inc.0$00.00%−1,561−100.0%Sold out
Calamos Wealth Management LLC0$00.00%−1,507−100.0%Sold out
Regions Financial Corp0$00.00%−1,502−100.0%Sold out
Shay Capital LLC0$00.00%−1,500−100.0%Sold out
San Luis Wealth Advisors LLC0$00.00%−1,482−100.0%Sold out
R Squared Ltd0$00.00%−1,480−100.0%Sold out
Daymark Wealth Partners, LLC0$00.00%−1,457−100.0%Sold out
Wealth Alliance Advisory Group, LLC0$00.00%−1,450−100.0%Sold out
BCJ Capital Management, LLC0$00.00%−1,402−100.0%Sold out
First Heartland Consultants, Inc.0$00.00%−1,348−100.0%Sold out
Berkeley Capital Partners, LLC0$00.00%−1,323−100.0%Sold out
Portside Wealth Group, LLC0$00.00%−1,294−100.0%Sold out
MRP Capital Investments, LLC0$00.00%−1,200−100.0%Sold out
Hoey Investments, Inc0$00.00%−1,100−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−996−100.0%Sold out
Quest Partners LLC0$00.00%−918−100.0%Sold out
Stelac Advisory Services LLC0$00.00%−740−100.0%Sold out
DAGCO, Inc.0$00.00%−655−100.0%Sold out
Twin Tree Management, LP0$00.00%−582−100.0%Sold out
Wexford Capital LP0$00.00%−567−100.0%Sold out
Weaver Capital Management LLC0$00.00%−500−100.0%Sold out
Clear Street Markets LLC0$00.00%−408−100.0%Sold out
Evelyn Partners Investment Management Services Ltd0$00.00%−387−100.0%Sold out
Fideuram Asset Management (Ireland) dac0$00.00%−166−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−316−100.0%Sold out
Reflection Asset Management0$00.00%−314−100.0%Sold out
Eq Wealth Advisors, LLC0$00.00%−307−100.0%Sold out
Vision Retirement, LLC0$00.00%−268−100.0%Sold out
Quarry LP0$00.00%−246−100.0%Sold out
Darwin Advisors, LLC0$00.00%−190−100.0%Sold out
Themes Management Co LLC0$00.00%−122−100.0%Sold out
Hantz Financial Services, Inc.0$00.00%−121−100.0%Sold out
Modus Advisors, LLC0$00.00%−109−100.0%Sold out
Tucker Asset Management LLC0$00.00%−95−100.0%Sold out
Safe Harbor Fiduciary, LLC0$00.00%−92−100.0%Sold out
Maseco LLP0$00.00%−90−100.0%Sold out
Medallion Wealth Advisors, LLC0$00.00%−74−100.0%Sold out
Byrne Asset Management LLC0$00.00%−60−100.0%Sold out
S&T Bank0$00.00%−54−100.0%Sold out
Jessup Wealth Management, Inc0$00.00%−50−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−46−100.0%Sold out
Estate Planners Group, LLC0$00.00%−35−100.0%Sold out
Aspect Partners, LLC0$00.00%−33−100.0%Sold out
Signature Equity Partners, LLC0$00.00%−33−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−32−100.0%Sold out
IFC & Insurance Marketing, Inc.0$00.00%−27−100.0%Sold out
Turning Point Benefit Group, Inc.0$00.00%−25−100.0%Sold out
CBIZ Investment Advisory Services, LLC0$00.00%−23−100.0%Sold out
Pittenger & Anderson Inc0$00.00%−20−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−20−100.0%Sold out
Navalign, LLC0$00.00%−20−100.0%Sold out
Concord Wealth Partners0$00.00%−18−100.0%Sold out
Measured Wealth Private Client Group, LLC0$00.00%−16−100.0%Sold out
Caitlin John, LLC0$00.00%−15−100.0%Sold out
Elyxium Wealth, LLC0$00.00%−10−100.0%Sold out
TD Capital Management LLC0$00.00%−7−100.0%Sold out
Optima Capital LLC0$00.00%−7−100.0%Sold out
Winnow Wealth LLC0$00.00%−7−100.0%Sold out
Grove Bank & Trust0$00.00%−6−100.0%Sold out
Kohmann Bosshard Financial Services, LLC0$00.00%−6−100.0%Sold out
Independence Bank of Kentucky0$00.00%−5−100.0%Sold out
Acumen Wealth Advisors, LLC0$00.00%−3−100.0%Sold out
Breakwater Investment Management0$00.00%−3−100.0%Sold out
United Financial Planning Group LLC0$00.00%−2−100.0%Sold out
Infrastructure Capital Advisors, LLC0$00.00%−1−100.0%Sold out
IMG Wealth Management, Inc.0$00.00%−1−100.0%Sold out
ROSS\JOHNSON & Associates LLC0$00.00%−1−100.0%Sold out