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 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 37,708 | $4.71M | 0.07% | +4,430+13.3% | Added |
| British Columbia Investment Management Corp | 35,976 | $4.49M | 0.03% | −10,275−22.2% | Reduced |
| Shelton Capital Management | 34,584 | $4.32M | 0.09% | +3,857+12.6% | Added |
| Erste Asset Management GmbH | 35,209 | $4.28M | 0.04% | +1,469+4.4% | Added |
| Acorn Financial Advisory Services Inc | 34,065 | $4.25M | 0.58% | −3,705−9.8% | Reduced |
| Cerity Partners LLC | 33,889 | $4.23M | 0.01% | +17,775+110.3% | Added |
| Wealthfront Advisers LLC | 33,780 | $4.22M | 0.01% | −1,917−5.4% | Reduced |
| Public Employees Retirement Association of Colorado | 33,666 | $4.20M | 0.02% | −70.0% | Reduced |
| Elequin Capital LP | 33,141 | $4.14M | 0.38% | +3,184+10.6% | Added |
| SBI Securities Co., Ltd. | 32,889 | $4.10M | 0.11% | +9,000+37.7% | Added |
| MSA Advisors, LLC | 32,290 | $4.03M | 1.21% | +32,290 | New |
| VestGen Advisors, LLC | 21,712 | $4.00M | 0.11% | +11,615+115.0% | Added |
| Nisa Investment Advisors, LLC | 31,922 | $3.98M | 0.01% | +23,792+292.6% | Added |
| Kovack Advisors, Inc. | 31,523 | $3.93M | 0.21% | −1,367−4.2% | Reduced |
| Cresset Asset Management, LLC | 31,460 | $3.93M | 0.02% | +2,058+7.0% | Added |
| United Capital Management of KS, Inc. | 31,428 | $3.92M | 0.59% | +11,371+56.7% | Added |
| Utah Retirement Systems | 31,367 | $3.91M | 0.04% | +2,360+8.1% | Added |
| D.A. Davidson & Co. | 30,929 | $3.86M | 0.02% | +30,929 | New |
| Rakuten Investment Management, Inc. | 31,591 | $3.84M | 0.01% | +6,082+23.8% | Added |
| Advisory Services Network, LLC | 30,487 | $3.80M | 0.05% | +6,701+28.2% | Added |
| Optiver Holding B.V. | 30,189 | $3.77M | 0.14% | +21,007+228.8% | Added |
| Boundless Plain Holdings Ltd | 30,000 | $3.74M | 1.23% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 29,109 | $3.63M | 0.01% | +1,253+4.5% | Added |
| AE Wealth Management LLC | 28,997 | $3.62M | 0.02% | +7,890+37.4% | Added |
| Farringdon Capital, Ltd. | 28,812 | $3.60M | 0.79% | +9,478+49.0% | Added |
| D. E. Shaw & Co., Inc. | 28,810 | $3.60M | 0.00% | −298,237−91.2% | Reduced |
| Advisor Group Holdings, Inc. | 28,118 | $3.51M | 0.01% | −1,281−4.4% | Reduced |
| IHT Wealth Management, LLC | 27,345 | $3.41M | 0.08% | −5,012−15.5% | Reduced |
| Swiss Life Asset Management Ltd | 27,336 | $3.41M | 0.02% | +1,152+4.4% | Added |
| Freemont Management S.A. | 27,200 | $3.39M | 0.63% | +27,200 | New |
| Oppenheimer & Co Inc | 27,113 | $3.38M | 0.04% | +6,368+30.7% | Added |
| Titleist Asset Management, LLC | 27,107 | $3.38M | 0.26% | +5,654+26.4% | Added |
| OP Asset Management Ltd | 26,657 | $3.33M | 0.03% | −2,380−8.2% | Reduced |
| Group One Trading, L.P. | 26,482 | $3.30M | 0.11% | +16,847+174.9% | Added |
| Cavalier Investments, LLC | 26,167 | $3.27M | 0.84% | +4,455+20.5% | Added |
| CIBC Bancorp USA Inc. | 26,074 | $3.25M | 0.00% | +26,074 | New |
| Prudential PLC | 25,976 | $3.24M | 0.02% | +7,867+43.4% | Added |
| Kestra Private Wealth Services, LLC | 25,717 | $3.21M | 0.04% | +4,236+19.7% | Added |
| Janus Henderson Group PLC | 25,542 | $3.19M | 0.00% | −1,274−4.8% | Reduced |
| Blair William & Co | 25,396 | $3.17M | 0.01% | +5,734+29.2% | Added |
| Walleye Capital LLC | 25,341 | $3.16M | 0.02% | −58,602−69.8% | Reduced |
| Golden State Wealth Management, LLC | 25,237 | $3.15M | 0.34% | +1,177+4.9% | Added |
| Evolution Wealth Advisors, LLC | 25,127 | $3.14M | 0.32% | +25,127 | New |
| Nordea Investment Management AB | 26,536 | $3.14M | 0.00% | +189+0.7% | Added |
| Chicago Partners Investment Group LLC | 17,368 | $3.12M | 0.07% | +916+5.6% | Added |
| Lavelle Capital LP | 24,890 | $3.11M | 1.93% | −75,110−75.1% | Reduced |
| Apollon Wealth Management, LLC | 24,818 | $3.10M | 0.05% | +3,613+17.0% | Added |
| EagleClaw Capital Managment, LLC | 24,225 | $3.02M | 0.42% | −200−0.8% | Reduced |
| Matauro, LLC | 24,115 | $3.01M | 0.43% | +24,115 | New |
| Mackenzie Financial Corp | 23,989 | $2.99M | 0.00% | +3,068+14.7% | Added |
| Equitable Holdings, Inc. | 21,562 | $2.99M | 0.02% | +9,150+73.7% | Added |
| Truvestments Capital LLC | 23,931 | $2.99M | 0.54% | +2,158+9.9% | Added |
| JustInvest LLC | 23,742 | $2.96M | 0.03% | +5,683+31.5% | Added |
| Telligent Fund, LP | 23,400 | $2.92M | 3.12% | +23,400 | New |
| Harvest Fund Management Co., Ltd | 23,201 | $2.90M | 0.12% | +3,212+16.1% | Added |
| Gateway Investment Advisers LLC | 23,162 | $2.89M | 0.03% | +7,419+47.1% | Added |
| X-Square Capital, LLC | 23,155 | $2.89M | 0.97% | −5,000−17.8% | Reduced |
| ASR Vermogensbeheer N.V. | 23,019 | $2.87M | 0.03% | +388+1.7% | Added |
| Rakuten Securities, Inc. | 22,815 | $2.85M | 1.18% | +2,996+15.1% | Added |
| Balyasny Asset Management LLC | 22,815 | $2.85M | 0.01% | −4,241−15.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 22,657 | $2.83M | 0.03% | −80,426−78.0% | Reduced |
| Tower Research Capital LLC (TRC) | 22,457 | $2.80M | 0.07% | +3,982+21.6% | Added |
| Collar Capital Management, LLC | 21,963 | $2.74M | 1.77% | −282−1.3% | Reduced |
| Heritage Investors Management Corp | 21,909 | $2.73M | 0.08% | 00.0% | Unchanged |
| CAP Partners, LLC | 21,068 | $2.63M | 1.49% | +235+1.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 20,918 | $2.61M | 0.02% | +20,918 | New |
| CIBC World Markets Inc. | 20,727 | $2.59M | 0.00% | −6,957−25.1% | Reduced |
| Louisiana State Employees Retirement System | 20,600 | $2.57M | 0.05% | +2,700+15.1% | Added |
| Franklin Resources Inc | 20,227 | $2.52M | 0.00% | −30,873−60.4% | Reduced |
| Gulf International Bank (UK) Ltd | 20,207 | $2.52M | 0.06% | +6,958+52.5% | Added |
| Profund Advisors LLC | 20,161 | $2.52M | 0.09% | −923−4.4% | Reduced |
| Secure Asset Management, LLC | 20,020 | $2.50M | 0.40% | −251−1.2% | Reduced |
| GM Advisory Group, Inc. | 20,000 | $2.50M | 0.10% | −100.0% | Reduced |
| Pathstone Holdings, LLC | 19,801 | $2.47M | 0.01% | +2,304+13.2% | Added |
| Blue Sky Capital Consultants Group, Inc. | 19,441 | $2.43M | 1.16% | −1,421−6.8% | Reduced |
| Stratos Wealth Partners, LTD. | 19,385 | $2.42M | 0.03% | +5,421+38.8% | Added |
| Rathbone Brothers plc | 19,182 | $2.39M | 0.01% | +2,748+16.7% | Added |
| Coastal Investment Advisors, Inc. | 18,832 | $2.35M | 0.82% | +2,232+13.4% | Added |
| Sovran Advisors, LLC | 14,143 | $2.34M | 0.18% | +2,997+26.9% | Added |
| Investment Management Corp of Ontario | 18,674 | $2.33M | 0.03% | −4,523−19.5% | Reduced |
| Bank of Nova Scotia | 18,610 | $2.32M | 0.00% | +115+0.6% | Added |
| CAPROCK Group, Inc. | 18,588 | $2.32M | 0.06% | +3,309+21.7% | Added |
| Janney Montgomery Scott LLC | 18,579 | $2.32M | 0.01% | −2,336−11.2% | Reduced |
| Candriam Luxembourg S.C.A. | 18,454 | $2.30M | 0.01% | +542+3.0% | Added |
| Jump Financial, LLC | 18,323 | $2.29M | 0.03% | −158,655−89.6% | Reduced |
| Centric Wealth Management | 12,380 | $2.28M | 0.45% | +12,380 | New |
| HHM Wealth Advisors, LLC | 18,011 | $2.25M | 0.26% | +29+0.2% | Added |
| Macquarie Group Ltd | 17,908 | $2.23M | 0.01% | −4,762−21.0% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 17,825 | $2.22M | 1.19% | +3,475+24.2% | Added |
| Prepared Retirement Institute LLC | 17,822 | $2.22M | 1.10% | +17,822 | New |
| Wellington Management Group LLP | 17,495 | $2.18M | 0.00% | +7,874+81.8% | Added |
| Federation des caisses Desjardins du Quebec | 17,205 | $2.15M | 0.01% | +1,640+10.5% | Added |
| Kapstone Financial Advisors LLC | 16,500 | $2.06M | 1.01% | −434−2.6% | Reduced |
| Baird Financial Group, Inc. | 16,446 | $2.05M | 0.00% | +14,970+1,014.2% | Added |
| Manufacturers Life Insurance Company, The | 16,320 | $2.04M | 0.00% | +2,009+14.0% | Added |
| Vivid Wealth Management, LLC | 16,264 | $2.03M | 0.82% | +2,280+16.3% | Added |
| Readystate Asset Management LP | 16,084 | $2.01M | 0.12% | +1,834+12.9% | Added |
| Maryland State Retirement & Pension System | 15,806 | $1.97M | 0.04% | +2,638+20.0% | Added |
| Amalgamated Bank | 15,656 | $1.95M | 0.01% | +1,965+14.4% | Added |
| Teamwork Financial Advisors, LLC | 15,578 | $1.94M | 0.22% | +10,934+235.4% | Added |