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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 7,171 | $895.0K | 0.05% | −3,204−30.9% | Reduced |
| PFG Investments, LLC | 7,134 | $890.3K | 0.04% | +817+12.9% | Added |
| Partners Wealth Management, LLC | 7,078 | $883.3K | 0.91% | +19+0.3% | Added |
| Paradigm Financial Partners, LLC | 7,067 | $882.0K | 0.16% | −5,609−44.2% | Reduced |
| Spartan Wealth Advisory Services LLC | 7,036 | $878.1K | 0.08% | +7,036 | New |
| Capital International Ltd | 6,969 | $869.7K | 0.03% | +1,754+33.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,948 | $867.1K | 0.06% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 6,903 | $861.5K | 0.13% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 6,888 | $859.6K | 0.03% | −10−0.1% | Reduced |
| Change Path, LLC | 6,825 | $851.8K | 0.02% | +2,515+58.4% | Added |
| Centaurus Financial, Inc. | 6,800 | $849.0K | 0.04% | −56−0.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 6,603 | $824.1K | 0.15% | +1,293+24.4% | Added |
| Jones Financial Companies LLLP | 6,514 | $820.9K | 0.00% | +6,233+2,218.1% | Added |
| Integrity Alliance, LLC. | 6,530 | $814.9K | 0.03% | +3,680+129.1% | Added |
| Convergence Financial, LLC | 6,530 | $814.9K | 0.09% | +3,270+100.3% | Added |
| Summit Trail Advisors, LLC | 6,513 | $812.8K | 0.01% | +3,709+132.3% | Added |
| Institute for Wealth Management, LLC. | 6,465 | $806.8K | 0.09% | +6,465 | New |
| Woodward Diversified Capital, LLC | 4,832 | $804.6K | 0.37% | +833+20.8% | Added |
| MBL Wealth, LLC | 6,420 | $801.2K | 0.06% | −94−1.4% | Reduced |
| DeepCurrents Investment Group LLC | 6,363 | $794.1K | 0.03% | +6,363 | New |
| Walser Wealth Management Company, A Ltd Liability Co | 6,310 | $787.5K | 0.35% | +732+13.1% | Added |
| Maripau Wealth Management LLC | 6,252 | $780.2K | 0.34% | +717+13.0% | Added |
| Core Wealth Partners LLC | 6,222 | $776.5K | 0.36% | −20−0.3% | Reduced |
| Tred Avon Family Wealth, LLC | 6,194 | $773.0K | 0.26% | −2,712−30.5% | Reduced |
| Indivisible Partners | 6,143 | $766.6K | 0.07% | +4,284+230.4% | Added |
| Steel Peak Wealth Management LLC | 6,096 | $760.8K | 0.02% | +6,096 | New |
| QRG Capital Management, Inc. | 6,011 | $750.2K | 0.01% | −24,912−80.6% | Reduced |
| Verus Capital Partners, LLC | 5,970 | $745.1K | 0.05% | −2,102−26.0% | Reduced |
| Larson Financial Group LLC | 5,946 | $742.1K | 0.02% | +1,135+23.6% | Added |
| BLKBRD Asset Management, LP | 5,931 | $740.2K | 1.93% | −1,537−20.6% | Reduced |
| Finer Wealth Management, Inc. | 5,929 | $739.9K | 0.37% | −10,019−62.8% | Reduced |
| Lifeworks Advisors, LLC | 5,921 | $739.0K | 0.09% | +117+2.0% | Added |
| MetLife Investment Management | 5,893 | $735.4K | 0.00% | +794+15.6% | Added |
| Tradition Wealth Management, LLC | 5,821 | $726.5K | 0.05% | +2,664+84.4% | Added |
| State of Michigan Retirement System | 5,800 | $723.8K | 0.00% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 5,783 | $721.7K | 0.01% | +5,783 | New |
| Fiduciary Trust Co | 5,769 | $720.0K | 0.01% | −16−0.3% | Reduced |
| Merit Financial Group, LLC | 5,691 | $710.3K | 0.01% | +180+3.3% | Added |
| Beacon Capital Management, LLC | 5,682 | $709.1K | 0.13% | +461+8.8% | Added |
| CoinFund Management LLC | 5,680 | $708.9K | 2.08% | +5,680 | New |
| Covenant Asset Management, LLC | 5,616 | $700.9K | 0.14% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 5,614 | $700.6K | 0.21% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 5,587 | $697.3K | 0.04% | +129+2.4% | Added |
| Bridgewater Associates, LP | 5,568 | $694.9K | 0.00% | −4,426−44.3% | Reduced |
| Qube Research & Technologies Ltd | 5,557 | $693.5K | 0.00% | +5,557 | New |
| Bannerstone Capital Management, LLC | 5,554 | $693.1K | 0.72% | +5,554 | New |
| Beacon Pointe Advisors, LLC | 5,546 | $692.1K | 0.00% | +557+11.2% | Added |
| Perigon Wealth Management, LLC | 5,464 | $681.9K | 0.01% | +2,021+58.7% | Added |
| Nwam LLC | 5,462 | $681.7K | 0.04% | +1,192+27.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,445 | $679.3K | 0.00% | −454−7.7% | Reduced |
| Perennial Investment Advisors, LLC | 5,381 | $671.5K | 0.05% | +60+1.1% | Added |
| DRW Securities, LLC | 5,299 | $661.3K | 0.04% | −46,711−89.8% | Reduced |
| Thryve Wealth Management LLC | 5,265 | $657.1K | 0.44% | −863−14.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 5,205 | $649.6K | 0.08% | +909+21.2% | Added |
| Principle Wealth Partners LLC | 5,193 | $648.1K | 0.04% | +430+9.0% | Added |
| Banque Cantonale Vaudoise | 5,193 | $648.0K | 0.02% | −1,095−17.4% | Reduced |
| Thrivent Financial for Lutherans | 5,188 | $647.0K | 0.00% | +171+3.4% | Added |
| Citizens Financial Group Inc | 5,171 | $645.3K | 0.01% | −202−3.8% | Reduced |
| TCW Group Inc | 5,168 | $645.0K | 0.00% | +956+22.7% | Added |
| Evergreen Wealth Solutions, LLC | 5,124 | $639.5K | 0.05% | −19−0.4% | Reduced |
| IPG Investment Advisors LLC | 5,124 | $639.5K | 0.11% | +5,124 | New |
| UniSuper Management Pty Ltd | 5,100 | $636.5K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 5,097 | $636.0K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,155 | $631.4K | 0.10% | +2,940+242.0% | Added |
| CTC Alternative Strategies, Ltd. | 5,008 | $625.0K | 1.42% | +642+14.7% | Added |
| DV Trading LLC | 5,007 | $624.9K | 0.06% | +2,381+90.7% | Added |
| PKO Investment Management Joint-Stock Co | 5,000 | $624.0K | 0.05% | −13,000−72.2% | Reduced |
| IFP Advisors, Inc | 4,998 | $623.8K | 0.01% | +667+15.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,975 | $620.9K | 0.02% | +2,570+106.9% | Added |
| Fifth Third Bancorp | 4,974 | $620.8K | 0.00% | +2,184+78.3% | Added |
| AdvisorNet Financial, Inc | 4,922 | $614.3K | 0.03% | +776+18.7% | Added |
| Wedmont Private Capital | 4,751 | $609.6K | 0.02% | +1,650+53.2% | Added |
| Resources Investment Advisors, LLC. | 4,878 | $608.8K | 0.01% | +3,406+231.4% | Added |
| HB Wealth Management, LLC | 4,872 | $608.0K | 0.00% | +1,899+63.9% | Added |
| National Asset Management, Inc. | 5,004 | $607.7K | 0.04% | +305+6.5% | Added |
| Keybank National Association | 4,807 | $599.9K | 0.00% | +20.0% | Added |
| Moneta Group Investment Advisors LLC | 4,802 | $599.3K | 0.00% | +2,940+157.9% | Added |
| Invictus Private Wealth, LLC | 4,780 | $596.5K | 0.04% | +1,500+45.7% | Added |
| Signaturefd, LLC | 4,758 | $593.8K | 0.01% | +2,379+100.0% | Added |
| Insigneo Advisory Services, LLC | 4,754 | $593.3K | 0.04% | +1,751+58.3% | Added |
| Flaharty Asset Management, LLC | 4,751 | $592.9K | 0.07% | +2,275+91.9% | Added |
| Oxler Private Wealth LLC | 4,736 | $591.1K | 0.19% | +58+1.2% | Added |
| Skopos Labs, Inc. | 4,649 | $580.2K | 0.02% | +4,649 | New |
| United Asset Strategies, Inc. | 4,549 | $567.7K | 0.05% | +544+13.6% | Added |
| E6 Portfolios, LLC | 4,494 | $560.8K | 0.58% | +717+19.0% | Added |
| Simplicity Wealth,LLC | 4,484 | $559.6K | 0.03% | +410+10.1% | Added |
| TCG Advisory Services, LLC | 4,466 | $557.4K | 0.01% | +2,876+180.9% | Added |
| Capula Management Ltd | 4,456 | $556.1K | 0.00% | −121,832−96.5% | Reduced |
| Capital International Inc | 4,452 | $555.6K | 0.00% | +1,286+40.6% | Added |
| Cambria Investment Management, L.P. | 4,431 | $553.0K | 0.03% | +4,431 | New |
| Pine Valley Investments Ltd Liability Co | 4,430 | $552.9K | 0.03% | +119+2.8% | Added |
| LaSalle St. Investment Advisors, LLC | 4,401 | $549.2K | 0.08% | +1,495+51.4% | Added |
| Sowell Financial Services LLC | 4,392 | $548.1K | 0.02% | +137+3.2% | Added |
| Kovitz Investment Group Partners, LLC | 4,381 | $546.8K | 0.01% | +68+1.6% | Added |
| Aviso Wealth Management | 4,330 | $540.4K | 0.24% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,326 | $539.9K | 0.00% | −39−0.9% | Reduced |
| Pennington Partners & Co., LLC | 4,287 | $535.0K | 0.18% | +4,287 | New |
| Mosley Wealth Management | 1,656 | $533.6K | 0.24% | +18+1.1% | Added |
| Boothbay Fund Management, LLC | 4,272 | $533.1K | 0.01% | −4,400−50.7% | Reduced |
| Abound Financial, LLC | 4,256 | $531.1K | 0.23% | −204−4.6% | Reduced |