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 |
|---|---|---|---|---|---|
| Disciplined Investors, L.L.C. | 15,437 | $1.93M | 1.15% | +4,507+41.2% | Added |
| M&T Bank Corp | 15,357 | $1.92M | 0.01% | +6,120+66.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,987 | $1.92M | 0.00% | −24,522−60.5% | Reduced |
| Sanctuary Advisors, LLC | 15,132 | $1.89M | 0.01% | −464−3.0% | Reduced |
| Ensign Peak Advisors, Inc | 15,100 | $1.88M | 0.00% | +5,400+55.7% | Added |
| KPP Advisory Services LLC | 14,925 | $1.86M | 0.27% | −69−0.5% | Reduced |
| Prakash Investment Advisors LLC | 14,800 | $1.85M | 1.56% | +10,500+244.2% | Added |
| Patriot Investment Management Inc. | 14,506 | $1.81M | 0.12% | −32−0.2% | Reduced |
| Colony Group, LLC | 14,276 | $1.78M | 0.00% | −8,603−37.6% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 13,746 | $1.72M | 0.08% | +2,637+23.7% | Added |
| GTS Securities LLC | 13,704 | $1.71M | 0.06% | +12,306+880.3% | Added |
| Sky-Mountain Capital Management, Inc. | 13,382 | $1.67M | 1.20% | −135−1.0% | Reduced |
| Verition Fund Management LLC | 13,317 | $1.66M | 0.02% | −8,956−40.2% | Reduced |
| Capital International Sarl | 13,309 | $1.66M | 0.03% | +2,504+23.2% | Added |
| Osmosis Investment Management UK Ltd | 13,289 | $1.66M | 0.04% | +4,558+52.2% | Added |
| Capital Fund Management S.A. | 13,246 | $1.65M | 0.01% | −26,415−66.6% | Reduced |
| Capstone Financial Advisors, Inc. | 13,224 | $1.65M | 0.09% | 00.0% | Unchanged |
| CWM Advisors, LLC | 13,199 | $1.65M | 0.10% | +13,171+47,039.3% | Added |
| Western Wealth Management, LLC | 12,954 | $1.62M | 0.06% | −1,476−10.2% | Reduced |
| Promethium Advisors,llc | 12,941 | $1.62M | 0.84% | +12,941 | New |
| Prudential Financial Inc | 12,934 | $1.61M | 0.00% | −722−5.3% | Reduced |
| Venturi Wealth Management, LLC | 12,878 | $1.61M | 0.07% | +8,418+188.7% | Added |
| Ethic Inc. | 12,838 | $1.60M | 0.03% | +497+4.0% | Added |
| Graham Capital Management, L.P. | 12,800 | $1.60M | 0.05% | +11,348+781.5% | Added |
| Bleakley Financial Group, LLC | 12,800 | $1.60M | 0.02% | +12,800 | New |
| Sequoia Financial Advisors, LLC | 12,716 | $1.59M | 0.01% | +5,290+71.2% | Added |
| The PNC Financial Services Group, Inc. | 12,665 | $1.58M | 0.00% | +2,844+29.0% | Added |
| Spire Wealth Management | 12,579 | $1.57M | 0.05% | +3,417+37.3% | Added |
| Empowered Funds, LLC | 12,427 | $1.55M | 0.01% | +12,427 | New |
| Maxi Investments CY Ltd | 12,400 | $1.55M | 0.34% | +12,400 | New |
| Vienna Asset Management LLC | 12,309 | $1.54M | 1.21% | −6,738−35.4% | Reduced |
| WCG Wealth Advisors LLC | 12,303 | $1.54M | 0.04% | +12,303 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,623 | $1.53M | 0.01% | −25,914−67.2% | Reduced |
| Axxcess Wealth Management, LLC | 12,155 | $1.52M | 0.05% | +953+8.5% | Added |
| Prospera Financial Services Inc | 11,977 | $1.49M | 0.02% | −1,561−11.5% | Reduced |
| Wedbush Securities Inc | 11,921 | $1.49M | 0.04% | −164−1.4% | Reduced |
| Norinchukin Bank, The | 11,731 | $1.46M | 0.02% | +2,640+29.0% | Added |
| Farther Finance Advisors, LLC | 11,813 | $1.45M | 0.01% | +529+4.7% | Added |
| Ausdal Financial Partners, Inc. | 11,442 | $1.43M | 0.06% | +1,048+10.1% | Added |
| Ameritas Investment Partners, Inc. | 11,349 | $1.42M | 0.04% | +1,671+17.3% | Added |
| Integrated Wealth Concepts LLC | 11,342 | $1.42M | 0.01% | +8,181+258.8% | Added |
| Voya Investment Management LLC | 11,311 | $1.41M | 0.00% | +1,541+15.8% | Added |
| Tokio Marine Asset Management Co Ltd | 11,254 | $1.40M | 0.05% | +1,257+12.6% | Added |
| AMG National Trust Bank | 11,070 | $1.38M | 0.03% | +7,595+218.6% | Added |
| US Bancorp | 10,982 | $1.37M | 0.00% | +1,000+10.0% | Added |
| Newbridge Financial Services Group, Inc. | 10,973 | $1.37M | 0.23% | +1,975+21.9% | Added |
| E Fund Management Co., Ltd. | 10,822 | $1.35M | 0.04% | +10,822 | New |
| Truist Financial Corp | 10,684 | $1.33M | 0.00% | −379−3.4% | Reduced |
| Argent Advisors, Inc. | 10,500 | $1.31M | 0.36% | +500+5.0% | Added |
| Certior Financial Group, LLC | 10,485 | $1.31M | 0.83% | +8,877+552.1% | Added |
| Allianz Asset Management GmbH | 10,313 | $1.29M | 0.00% | −983−8.7% | Reduced |
| Alchemi Wealth, LLC | 10,291 | $1.28M | 0.71% | +1,999+24.1% | Added |
| Woodline Partners LP | 10,218 | $1.28M | 0.00% | +5,407+112.4% | Added |
| Am Investment Strategies LLC | 10,192 | $1.27M | 0.28% | +1,000+10.9% | Added |
| Northwestern Mutual Wealth Management Co | 10,132 | $1.26M | 0.00% | +774+8.3% | Added |
| Steward Partners Investment Advisory, LLC | 10,080 | $1.26M | 0.01% | +1,122+12.5% | Added |
| Dynamic Advisor Solutions LLC | 10,022 | $1.25M | 0.04% | +1,105+12.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,007 | $1.25M | 0.04% | +569+6.0% | Added |
| Compagnie Lombard Odier SCmA | 9,995 | $1.25M | 0.02% | +9,700+3,288.1% | Added |
| Visionary Wealth Advisors | 9,965 | $1.24M | 0.06% | +30.0% | Added |
| Sun Financial Inc | 6,648 | $1.24M | 0.62% | +377+6.0% | Added |
| Abn Amro Investment Solutions | 9,805 | $1.22M | 0.02% | +9,805 | New |
| Polianta Ltd | 9,800 | $1.22M | 0.16% | +1,500+18.1% | Added |
| Brinker Capital Investments, LLC | 9,705 | $1.21M | 0.01% | −2,072−17.6% | Reduced |
| Sigma Planning Corp | 9,670 | $1.21M | 0.03% | +2,251+30.3% | Added |
| Sepio Capital, LP | 9,463 | $1.18M | 0.06% | +242+2.6% | Added |
| Omers Administration Corp | 9,462 | $1.18M | 0.01% | +2,709+40.1% | Added |
| Evexia Wealth LLC | 8,854 | $1.17M | 0.32% | +470+5.6% | Added |
| E. Ohman J:or Asset Management AB | 9,263 | $1.16M | 0.03% | 00.0% | Unchanged |
| Dba Trading, LLC | 9,200 | $1.15M | 0.57% | 00.0% | Unchanged |
| EFG International AG | 9,156 | $1.14M | 0.02% | +6,849+296.9% | Added |
| Pinnacle Associates Ltd | 9,020 | $1.13M | 0.01% | −1,726−16.1% | Reduced |
| Andina Capital Management, LLC | 9,011 | $1.12M | 0.99% | +3,850+74.6% | Added |
| China Universal Asset Management Co., Ltd. | 8,836 | $1.10M | 0.08% | +1,260+16.6% | Added |
| Pensionmark Financial Group, LLC | 8,711 | $1.09M | 0.02% | −443−4.8% | Reduced |
| Geneos Wealth Management Inc. | 8,667 | $1.08M | 0.03% | +1,305+17.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 8,636 | $1.08M | 0.04% | −1,698−16.4% | Reduced |
| Kingsview Wealth Management, LLC | 8,623 | $1.08M | 0.01% | +895+11.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,547 | $1.07M | 0.01% | −57−0.7% | Reduced |
| Allstate Corp | 8,509 | $1.06M | 0.01% | −11,104−56.6% | Reduced |
| Thompson David Blair | 8,405 | $1.05M | 0.60% | −269−3.1% | Reduced |
| Wallace Hart LLC | 8,400 | $1.05M | 1.44% | −40−0.5% | Reduced |
| Johns Hopkins University | 8,400 | $1.05M | 0.08% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 8,338 | $1.04M | 0.00% | −110−1.3% | Reduced |
| J. Derek Lewis & Associates Inc. | 8,303 | $1.04M | 0.23% | +1,550+23.0% | Added |
| LCM Capital Management Inc | 8,139 | $1.02M | 0.51% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 7,379 | $1.01M | 0.42% | +27+0.4% | Added |
| Wahed Invest LLC | 8,106 | $1.01M | 0.13% | +1,053+14.9% | Added |
| Aptus Capital Advisors, LLC | 8,105 | $1.01M | 0.01% | +849+11.7% | Added |
| Signal Advisors Wealth, LLC | 7,959 | $993.2K | 0.07% | +669+9.2% | Added |
| Sig Brokerage, LP | 7,816 | $975.4K | 0.28% | +7,816 | New |
| Sage Mountain Advisors LLC | 7,787 | $971.8K | 0.07% | +1,802+30.1% | Added |
| North Dakota State Investment Board | 7,741 | $966.1K | 0.04% | −1,554−16.7% | Reduced |
| Concurrent Investment Advisors, LLC | 7,739 | $965.8K | 0.01% | −1,827−19.1% | Reduced |
| RSM US Wealth Management LLC | 7,613 | $950.1K | 0.01% | +1,254+19.7% | Added |
| Wealthcare Advisory Partners LLC | 7,528 | $939.5K | 0.02% | +936+14.2% | Added |
| Gladstone Institutional Advisory LLC | 7,473 | $932.6K | 0.03% | +844+12.7% | Added |
| MAI Capital Management | 7,367 | $919.4K | 0.01% | +949+14.8% | Added |
| Arkadios Wealth Advisors | 7,351 | $917.4K | 0.02% | +1,907+35.0% | Added |
| Traphagen Investment Advisors LLC | 7,277 | $908.2K | 0.07% | −80−1.1% | Reduced |