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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 4,254 | $530.9K | 0.01% | +4,254 | New |
| Evergreen Capital Management LLC | 4,250 | $530.4K | 0.01% | +660+18.4% | Added |
| Bonfire Financial | 4,205 | $524.8K | 0.39% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 4,170 | $520.4K | 0.03% | −11,873−74.0% | Reduced |
| Lauer Wealth, LLC | 4,046 | $519.1K | 0.42% | +1,145+39.5% | Added |
| Neuberger Berman Group LLC | 4,142 | $516.9K | 0.00% | +1,397+50.9% | Added |
| Independent Family Office, LLC | 4,100 | $511.7K | 0.21% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,099 | $511.5K | 0.01% | +2,249+121.6% | Added |
| Nations Financial Group Inc, | 4,096 | $511.2K | 0.03% | −18,088−81.5% | Reduced |
| Yousif Capital Management, LLC | 4,062 | $506.9K | 0.01% | +548+15.6% | Added |
| Commerce Bank | 4,044 | $504.7K | 0.00% | +497+14.0% | Added |
| First Foundation Advisors | 3,992 | $498.2K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,979 | $496.6K | 0.01% | +674+20.4% | Added |
| Savvy Advisors, Inc. | 3,977 | $496.3K | 0.01% | −110−2.7% | Reduced |
| Central Trust Co | 3,962 | $494.5K | 0.01% | −63−1.6% | Reduced |
| Discipline Wealth Solutions, LLC | 3,925 | $489.9K | 0.05% | +1,750+80.5% | Added |
| Client 1st Advisory Group, LLC | 3,911 | $488.1K | 0.15% | +231+6.3% | Added |
| Everence Capital Management Inc | 3,884 | $485.0K | 0.03% | +3,884 | New |
| Warren Averett Asset Management, LLC | 3,868 | $482.7K | 0.00% | −1,034−21.1% | Reduced |
| Silvercrest Asset Management Group LLC | 3,840 | $479.2K | 0.00% | +65+1.7% | Added |
| Harbour Investments, Inc. | 3,810 | $475.6K | 0.01% | +904+31.1% | Added |
| United Capital Financial Advisers, LLC | 3,806 | $475.0K | 0.00% | +622+19.5% | Added |
| Fort Point Capital Partners LLC | 3,795 | $473.6K | 0.06% | +33+0.9% | Added |
| Laird Norton Trust Company, LLC | 3,719 | $464.1K | 0.01% | +714+23.8% | Added |
| Meeder Advisory Services, Inc. | 3,695 | $461.1K | 0.02% | +1,651+80.8% | Added |
| Allworth Financial LP | 3,667 | $457.6K | 0.00% | +1,155+46.0% | Added |
| Keebeck Wealth Management, LLC | 3,661 | $456.9K | 0.05% | −1,566−30.0% | Reduced |
| Baader Bank INC | 5,510 | $451.6K | 0.04% | +3,212+139.8% | Added |
| Principal Financial Group Inc | 3,579 | $446.6K | 0.00% | −415−10.4% | Reduced |
| Parallel Advisors, LLC | 3,521 | $439.5K | 0.01% | +48+1.4% | Added |
| Northeast Financial Group, Inc. | 3,500 | $436.8K | 0.12% | 00.0% | Unchanged |
| Sierra Capital LLC | 3,463 | $432.0K | 0.05% | +1,168+50.9% | Added |
| Carroll Advisory Group, LLC | 3,438 | $429.1K | 0.17% | +298+9.5% | Added |
| Paul Damon & Associates, Inc. | 3,423 | $427.2K | 0.19% | −90−2.6% | Reduced |
| AXS Investments LLC | 3,415 | $426.2K | 0.17% | −460−11.9% | Reduced |
| NewEdge Wealth, LLC | 3,412 | $425.8K | 0.01% | +3,412 | New |
| HighPoint Advisor Group LLC | 3,409 | $425.4K | 0.02% | −4,629−57.6% | Reduced |
| Savant Capital, LLC | 3,407 | $425.2K | 0.00% | +3,407 | New |
| Krilogy Financial LLC | 2,828 | $421.2K | 0.01% | +383+15.7% | Added |
| Turner Capital Investments, LLC | 4,206 | $420.7K | 100.00% | +4,206 | New |
| Seelaus Asset Management LLC | 3,335 | $416.2K | 0.30% | +3,335 | New |
| Close Asset Management Ltd | 3,272 | $409.0K | 0.01% | −2,138−39.5% | Reduced |
| Principal Securities, Inc. | 3,272 | $408.3K | 0.01% | +537+19.6% | Added |
| Glenmede Trust Co NA | 3,240 | $404.4K | 0.00% | +58+1.8% | Added |
| Cardiff Park Advisors, LLC | 3,230 | $403.1K | 0.03% | +1,136+54.3% | Added |
| Walleye Partners, LLC | 3,201 | $399.5K | 0.49% | +30+0.9% | Added |
| Means Investment Co., Inc. | 3,155 | $393.7K | 0.03% | +100+3.3% | Added |
| International Assets Investment Management, LLC | 3,203 | $393.3K | 0.03% | +929+40.9% | Added |
| Ankerstar Wealth, LLC | 3,127 | $390.3K | 0.41% | +254+8.8% | Added |
| Red Reef Advisors LLC | 3,097 | $386.5K | 0.40% | +657+26.9% | Added |
| True Vision MN LLC | 3,078 | $384.1K | 0.20% | +407+15.2% | Added |
| Mountain Capital Investment Advisors, Inc | 2,269 | $383.9K | 0.06% | +463+25.6% | Added |
| Abc Arbitrage SA | 3,073 | $383.5K | 0.05% | +1,743+131.1% | Added |
| Mutual Advisors, LLC | 3,069 | $383.0K | 0.01% | +1,610+110.3% | Added |
| Synergy Financial Management, LLC | 3,057 | $381.5K | 0.04% | +549+21.9% | Added |
| Cyndeo Wealth Partners, LLC | 3,009 | $375.6K | 0.02% | +267+9.7% | Added |
| Modern Wealth Management, LLC | 3,052 | $374.7K | 0.01% | +629+26.0% | Added |
| Millennium Management LLC | 3,000 | $374.4K | 0.00% | −165,789−98.2% | Reduced |
| Advisor OS, LLC | 2,984 | $372.4K | 0.03% | +930+45.3% | Added |
| Soltis Investment Advisors LLC | 2,979 | $371.7K | 0.02% | +208+7.5% | Added |
| Garden State Investment Advisory Services LLC | 2,952 | $368.4K | 0.09% | +22+0.8% | Added |
| Militia Capital Management LLC | 2,950 | $368.2K | 0.08% | +2,950 | New |
| National Wealth Management Group, LLC | 2,941 | $367.0K | 0.14% | +301+11.4% | Added |
| Monograph Wealth Advisors, LLC | 2,936 | $366.5K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,921 | $364.5K | 0.01% | +122+4.4% | Added |
| Greenleaf Trust | 2,908 | $362.9K | 0.00% | +509+21.2% | Added |
| Cornerstone Wealth Management, LLC | 2,908 | $362.9K | 0.02% | +2,908 | New |
| Cigna Investments Inc | 2,907 | $362.0K | 0.06% | +361+14.2% | Added |
| Massmutual Trust Co FSB | 2,895 | $361.3K | 0.01% | +223+8.3% | Added |
| Quotient Wealth Partners, LLC | 2,868 | $357.9K | 0.01% | +2,868 | New |
| We Are One Seven, LLC | 2,864 | $357.5K | 0.01% | −293−9.3% | Reduced |
| CMT Capital Markets Trading GmbH | 2,845 | $355.0K | 0.16% | +2,845 | New |
| Prime Capital Investment Advisors, LLC | 2,842 | $354.6K | 0.00% | −285−9.1% | Reduced |
| Vise Technologies, Inc. | 2,299 | $349.4K | 0.01% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 2,796 | $348.9K | 0.01% | +2,796 | New |
| Allegheny Financial Group LTD | 2,789 | $348.1K | 0.05% | +57+2.1% | Added |
| Norden Group LLC | 2,783 | $347.3K | 0.03% | +1,200+75.8% | Added |
| Anchyra Partners LLC | 2,762 | $344.7K | 0.10% | +229+9.0% | Added |
| Purpose Unlimited Inc. | 2,747 | $343.0K | 0.01% | +2,747 | New |
| DecisionMap Wealth Management, LLC | 2,748 | $342.9K | 0.22% | −37−1.3% | Reduced |
| Greenline Wealth Management LLC | 2,743 | $342.3K | 0.39% | −515−15.8% | Reduced |
| Park Avenue Securities LLC | 2,722 | $340.0K | 0.00% | −681−20.0% | Reduced |
| Sunbelt Securities, Inc. | 2,724 | $340.0K | 0.02% | +630+30.1% | Added |
| Callan Family Office, LLC | 2,717 | $339.1K | 0.01% | +253+10.3% | Added |
| Polymer Capital Management (US) LLC | 2,716 | $339.0K | 0.05% | −3,929−59.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,701 | $337.1K | 0.01% | −249−8.4% | Reduced |
| Sava Infond d.o.o. | 2,700 | $337.0K | 0.05% | +950+54.3% | Added |
| Curran Financial Partners, LLC | 2,684 | $335.0K | 0.06% | −10.0% | Reduced |
| Magnus Financial Group LLC | 2,671 | $333.3K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,660 | $332.0K | 0.05% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 2,653 | $331.1K | 0.04% | +1,038+64.3% | Added |
| Crossmark Global Holdings, Inc. | 2,636 | $329.0K | 0.00% | +56+2.2% | Added |
| Hartline Investment Corp | 2,619 | $326.9K | 0.04% | −716−21.5% | Reduced |
| Pennsylvania Capital Management Inc | 2,611 | $325.9K | 0.09% | −821−23.9% | Reduced |
| Clear Creek Financial Management, LLC | 2,611 | $325.9K | 0.02% | −311−10.6% | Reduced |
| Investment Partners Asset Management, Inc. | 2,561 | $319.6K | 0.20% | +2+0.1% | Added |
| Rothschild Investment LLC | 2,559 | $319.4K | 0.02% | +7+0.3% | Added |
| Maridea Wealth Management LLC | 2,554 | $318.7K | 0.05% | −1,441−36.1% | Reduced |
| Coldstream Capital Management Inc | 2,553 | $318.6K | 0.00% | +756+42.1% | Added |
| Clear Harbor Asset Management, LLC | 2,521 | $314.6K | 0.02% | +2,521 | New |