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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 132,195 | $16.5M | 0.04% | −551−0.4% | Reduced |
| Shariaportfolio, Inc. | 127,758 | $15.9M | 7.06% | −22,567−15.0% | Reduced |
| Credit Agricole S A | 124,675 | $15.6M | 0.05% | −76,513−38.0% | Reduced |
| Public Employees Retirement System of Ohio | 123,997 | $15.5M | 0.05% | +17,087+16.0% | Added |
| Robeco Institutional Asset Management B.V. | 120,464 | $15.0M | 0.02% | +7,590+6.7% | Added |
| APG Asset Management N.V. | 134,280 | $14.5M | 0.05% | −10,033−7.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 115,728 | $14.4M | 0.04% | +5,691+5.2% | Added |
| TD Asset Management Inc | 112,552 | $14.0M | 0.01% | +3,782+3.5% | Added |
| Marathon Trading Investment Management LLC | 112,052 | $14.0M | 4.15% | −252,171−69.2% | Reduced |
| Mariner, LLC | 111,849 | $14.0M | 0.02% | +10,042+9.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 110,378 | $13.8M | 0.04% | +22,847+26.1% | Added |
| Vident Advisory, LLC | 107,829 | $13.5M | 0.11% | +69,164+178.9% | Added |
| BIT Capital GmbH | 106,284 | $13.3M | 0.74% | +106,284 | New |
| Asset Management One Co.,Ltd. | 104,835 | $13.1M | 0.04% | +2,884+2.8% | Added |
| Man Group plc | 104,688 | $13.1M | 0.03% | +79,925+322.8% | Added |
| KLP Kapitalforvaltning AS | 104,680 | $13.1M | 0.05% | +9,520+10.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 104,454 | $13.0M | 0.03% | +691+0.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 104,539 | $13.0M | 0.01% | −29,578−22.1% | Reduced |
| MML Investors Services, LLC | 104,222 | $13.0M | 0.04% | +20,540+24.5% | Added |
| Pictet Asset Management Holding SA | 100,490 | $12.5M | 0.01% | −5,850−5.5% | Reduced |
| Creative Planning | 99,374 | $12.4M | 0.01% | +23,722+31.4% | Added |
| Leonteq Securities AG | 99,037 | $12.4M | 0.75% | +38,327+63.1% | Added |
| Storebrand Asset Management AS | 97,460 | $12.2M | 0.03% | −49,430−33.7% | Reduced |
| Nomura Asset Management Co Ltd | 95,454 | $11.9M | 0.03% | +2,991+3.2% | Added |
| Headlands Technologies LLC | 94,174 | $11.8M | 1.34% | +94,174 | New |
| STRS Ohio | 93,570 | $11.7M | 0.05% | +5,881+6.7% | Added |
| State of New Jersey Common Pension Fund D | 88,951 | $11.1M | 0.04% | +130+0.1% | Added |
| Himension Fund | 88,522 | $11.0M | 0.85% | −128,880−59.3% | Reduced |
| Raymond James Financial Inc | 86,654 | $10.8M | 0.00% | +563+0.7% | Added |
| Ameriprise Financial Inc | 86,209 | $10.8M | 0.00% | +9,604+12.5% | Added |
| Alpine Global Management, LLC | 85,012 | $10.6M | 1.61% | +12,801+17.7% | Added |
| Korea Investment CORP | 85,011 | $10.6M | 0.02% | −49,252−36.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 84,810 | $10.6M | 0.06% | +105+0.1% | Added |
| Independent Financial Group, LLC | 84,224 | $10.5M | 0.24% | +3,191+3.9% | Added |
| Rafferty Asset Management, LLC | 83,937 | $10.5M | 0.04% | +9,504+12.8% | Added |
| Handelsbanken Fonder AB | 82,693 | $10.3M | 0.03% | +1,538+1.9% | Added |
| Swedbank AB | 82,312 | $10.3M | 0.01% | +2,852+3.6% | Added |
| Nissay Asset Management Corp | 81,353 | $10.2M | 0.05% | +9,240+12.8% | Added |
| Squarepoint Ops LLC | 80,427 | $10.0M | 0.02% | +56,731+239.4% | Added |
| Teacher Retirement System of Texas | 80,281 | $10.0M | 0.04% | −563−0.7% | Reduced |
| Centiva Capital, LP | 79,102 | $9.87M | 0.46% | +78,258+9,272.3% | Added |
| Tredje AP-fonden | 77,484 | $9.67M | 0.05% | +77,484 | New |
| Schroder Investment Management Group | 75,905 | $9.47M | 0.01% | −51,226−40.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 75,623 | $9.40M | 0.05% | −270.0% | Reduced |
| Generali Asset Management SPA SGR | 75,048 | $9.37M | 0.20% | −2,560−3.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 72,450 | $9.04M | 0.02% | +2,063+2.9% | Added |
| Point72 Asset Management, L.P. | 72,431 | $9.04M | 0.02% | +72,431 | New |
| Arizona State Retirement System | 71,524 | $8.93M | 0.05% | −1,083−1.5% | Reduced |
| Rockefeller Capital Management L.P. | 70,884 | $8.85M | 0.02% | +15,747+28.6% | Added |
| Accuvest Global Advisors | 70,109 | $8.75M | 8.16% | +687+1.0% | Added |
| KBC Group NV | 68,352 | $8.53M | 0.02% | −243,272−78.1% | Reduced |
| CIBC Asset Management Inc | 67,855 | $8.47M | 0.02% | +7,263+12.0% | Added |
| Capstone Investment Advisors, LLC | 63,394 | $7.91M | 0.07% | +10,186+19.1% | Added |
| Mercer Global Advisors Inc | 63,273 | $7.89M | 0.01% | +1,249+2.0% | Added |
| Guggenheim Capital LLC | 61,707 | $7.70M | 0.06% | −4,329−6.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,861 | $7.60M | 0.06% | +6,647+12.3% | Added |
| Quantinno Capital Management LP | 60,126 | $7.50M | 0.01% | +28,180+88.2% | Added |
| Standard Life Aberdeen plc | 58,213 | $7.26M | 0.01% | +4,987+9.4% | Added |
| Kestra Advisory Services, LLC | 57,449 | $7.17M | 0.03% | +3,419+6.3% | Added |
| Summit Financial, LLC | 57,384 | $7.16M | 0.09% | +6,672+13.2% | Added |
| Fiduciary Alliance LLC | 49,518 | $7.11M | 0.43% | +2,991+6.4% | Added |
| DnB Asset Management AS | 56,550 | $7.06M | 0.03% | −35,583−38.6% | Reduced |
| SkyBridge Capital II, LLC | 70,284 | $7.03M | 53.52% | +70,284 | New |
| EverSource Wealth Advisors, LLC | 55,861 | $6.97M | 0.21% | +3,255+6.2% | Added |
| GF Fund Management Co. Ltd. | 54,862 | $6.85M | 0.11% | −1,633−2.9% | Reduced |
| Vista Investment Partners II, LLC | 54,759 | $6.83M | 3.07% | +7,017+14.7% | Added |
| GWM Advisors LLC | 54,332 | $6.78M | 0.02% | +845+1.6% | Added |
| Walleye Trading LLC | 53,390 | $6.66M | 0.14% | −31,898−37.4% | Reduced |
| SEB Asset Management AB | 53,342 | $6.66M | 0.03% | +53,342 | New |
| Tobam | 53,290 | $6.65M | 1.73% | +26,020+95.4% | Added |
| Daiwa Securities Group Inc. | 53,089 | $6.63M | 0.02% | −8,029−13.1% | Reduced |
| IFM Investors Pty Ltd | 52,880 | $6.60M | 0.06% | +2,285+4.5% | Added |
| Miller Value Partners, LLC | 52,058 | $6.50M | 1.70% | +26,808+106.2% | Added |
| Capital Wealth Alliance, LLC | 51,559 | $6.43M | 2.91% | +587+1.2% | Added |
| Independent Advisor Alliance | 49,174 | $6.14M | 0.07% | +2,381+5.1% | Added |
| Russell Investments Group, Ltd. | 49,298 | $6.10M | 0.01% | −8,280−14.4% | Reduced |
| Private Advisor Group, LLC | 48,866 | $6.10M | 0.03% | −23,131−32.1% | Reduced |
| CI Private Wealth, LLC | 49,809 | $6.00M | 0.01% | −22,992−31.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 48,042 | $6.00M | 0.05% | +7,244+17.8% | Added |
| Simplex Trading, LLC | 45,923 | $5.73M | 0.18% | +45,923 | New |
| Envestnet Asset Management Inc | 45,843 | $5.72M | 0.00% | +20,891+83.7% | Added |
| Madden Securities Corp | 45,811 | $5.72M | 1.72% | −1,729−3.6% | Reduced |
| SEI Investments Co | 45,664 | $5.70M | 0.01% | −13,124−22.3% | Reduced |
| USS Investment Management Ltd | 45,516 | $5.68M | 0.02% | +1,134+2.6% | Added |
| XTX Topco Ltd | 45,509 | $5.68M | 0.10% | +45,509 | New |
| Beaird Harris Wealth Management, LLC | 45,485 | $5.68M | 0.39% | +29,351+181.9% | Added |
| Pacer Advisors, Inc. | 44,218 | $5.52M | 0.02% | −2,072−4.5% | Reduced |
| Oasis Advisors, LLC | 43,560 | $5.44M | 1.07% | +38,085+695.6% | Added |
| Compass Ion Advisors, LLC | 43,045 | $5.37M | 0.51% | −935−2.1% | Reduced |
| Varma Mutual Pension Insurance Co | 42,880 | $5.35M | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 41,834 | $5.22M | 0.00% | +2,618+6.7% | Added |
| Toronto Dominion Bank | 41,112 | $5.13M | 0.01% | −17,834−30.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 40,996 | $5.12M | 0.24% | −1,754−4.1% | Reduced |
| Kessler Investment Group, LLC | 40,748 | $5.09M | 2.41% | +2,706+7.1% | Added |
| Xponance, Inc. | 40,620 | $5.07M | 0.04% | +9,144+29.1% | Added |
| Moors & Cabot, Inc. | 39,698 | $4.95M | 0.21% | +543+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 39,632 | $4.95M | 0.02% | +29,534+292.5% | Added |
| Mn Services Vermogensbeheer B.V. | 39,300 | $4.91M | 0.03% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 39,097 | $4.88M | 0.82% | +10,008+34.4% | Added |
| Longitude (Cayman) Ltd. | 38,700 | $4.83M | 4.21% | +10,500+37.2% | Added |