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Livermore
Livermore
ZHEN

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.

Other share classesSTRCSTRDSTRFSTRK

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.

Institutional holdersQ1 2026: 946 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ1 2026: $24.7B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q4 2025.

Institutions holding MSTR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Panoramic Investment Advisors, LLC2,516$314.0K0.17%+2,516New
Metis Global Partners, LLC2,498$311.8K0.01%−1,988−44.3%Reduced
Primoris Wealth Advisors, LLC2,492$311.0K0.22%+2,492New
Rahlfs Capital, LLC2,485$310.1K0.23%00.0%Unchanged
Diversify Wealth Management, LLC1,958$309.7K0.01%+1,958New
SeaCrest Wealth Management, LLC2,467$307.9K0.03%+105+4.4%Added
Prospect Financial Services LLC2,461$307.1K0.19%−498−16.8%Reduced
Daviman Financial, LLC2,437$304.1K0.18%−4,231−63.5%Reduced
TSFG, LLC2,393$299.0K0.05%−425−15.1%Reduced
Brookstone Capital Management2,395$298.9K0.00%−12,865−84.3%Reduced
Wick Capital Partners, LLC2,385$297.6K0.05%+214+9.9%Added
AssuredPartners Investment Advisors, LLC2,328$297.3K0.03%+253+12.2%Added
Victory Financial Group, LLC2,364$295.0K0.04%+547+30.1%Added
Diligent Investors, LLC2,335$291.4K0.07%−288−11.0%Reduced
BridgePort Financial Solutions, LLC2,330$290.8K0.08%00.0%Unchanged
GWN Securities Inc.2,325$290.2K0.06%+2,325New
Bokf, NA2,322$289.8K0.00%+5+0.2%Added
Legacy Wealth Managment, LLC2,303$287.4K0.14%+875+61.3%Added
Panagora Asset Management Inc2,300$287.0K0.00%00.0%Unchanged
Avantax Planning Partners, Inc.2,294$286.3K0.01%+187+8.9%Added
Coastline Complete Wealth LLC2,283$284.9K0.18%+2,283New
Correct Capital Wealth Management2,281$284.7K0.05%00.0%Unchanged
Ostrum Asset Management2,262$282.3K0.02%+1,523+206.1%Added
Allianz SE2,261$282.2K0.00%+183+8.8%Added
United Advisor Group, LLC2,253$281.2K0.03%+2,253New
Texas Capital Bank Wealth Management Services Inc2,248$280.6K0.02%00.0%Unchanged
Great Lakes Advisors, LLC2,245$280.2K0.00%−1,498−40.0%Reduced
Brighton Jones LLC2,235$279.0K0.01%+2,235New
Van Hulzen Asset Management, LLC2,235$278.9K0.02%+847+61.0%Added
LongView Wealth Management2,020$277.6K0.07%+20+1.0%Added
Bulltick Wealth Management, LLC2,213$276.2K0.06%+450+25.5%Added
Kera Capital Partners, Inc.2,205$275.2K0.03%−116−5.0%Reduced
Great Valley Advisor Group, Inc.2,201$275.1K0.00%+121+5.8%Added
Key Client Fiduciary Advisors, LLC2,191$273.4K0.09%+590+36.9%Added
Thoroughbred Financial Services, LLC2,189$273.0K0.02%−125−5.4%Reduced
Intech Investment Management LLC2,183$272.4K0.00%−2,514−53.5%Reduced
Navigation Group, LLC2,146$267.8K0.06%+2,146New
Brown Advisory Inc2,129$265.7K0.00%+272+14.6%Added
Avanza Fonder AB2,122$264.8K0.01%+67+3.3%Added
Ci Investments Inc.2,108$263.1K0.00%−104−4.7%Reduced
Pettinga Financial Advisors, LLC2,103$262.5K0.05%+2,103New
Frec Markets, Inc.2,088$260.6K0.04%+2,088New
Traynor Capital Management, Inc.2,143$260.2K0.02%−1,512−41.4%Reduced
Lazard Asset Management LLC2,082$259.8K0.00%+84+4.2%Added
Elevation Advisory Partners LLC1,602$258.9K0.24%+1,602New
BayBridge Capital Group, LLC1,660$252.2K0.16%00.0%Unchanged
ZEGA Investments, LLC2,020$252.1K0.05%−2,656−56.8%Reduced
Americana Partners, LLC2,017$251.7K0.01%−355−15.0%Reduced
KLCM Advisors, Inc.2,010$250.8K0.02%00.0%Unchanged
Up Strategic Wealth Investment Advisors LLC1,393$250.5K0.16%+1,393New
Frisch Financial Group, Inc.2,000$249.6K0.05%00.0%Unchanged
Sanders Morris Harris LLC2,000$249.6K0.04%+2,000New
WealthTrust Asset Management, LLC2,000$249.6K0.15%+2,000New
Frank, Rimerman Advisors LLC1,999$249.5K0.02%+1,999New
Miracle Mile Advisors, LLC1,988$248.1K0.00%+1,988New
180 Wealth Advisors, LLC1,985$247.7K0.03%−182−8.4%Reduced
TCP Asset Management, LLC1,984$247.6K0.03%+1,984New
Smith, Moore & Co.1,982$247.4K0.02%+1,982New
Aaron Wealth Advisors1,965$245.2K0.01%−409−17.2%Reduced
Gilman Hill Asset Management, LLC1,962$244.9K0.04%00.0%Unchanged
Belpointe Asset Management LLC1,960$244.6K0.01%−620−24.0%Reduced
Harfst & Associates, Inc.1,950$243.4K0.04%−2,908−59.9%Reduced
Gerber Kawasaki Wealth & Investment Management1,931$241.0K0.01%−219,598−99.1%Reduced
TL Private Wealth1,860$239.3K0.09%00.0%Unchanged
Riverview Capital Advisers, LLC1,908$238.1K0.08%00.0%Unchanged
Clientfirst Wealth Management, LLC1,900$237.1K0.20%00.0%Unchanged
Csenge Advisory Group1,895$236.5K0.01%+1,895New
Redwood Wealth Management Group, LLC1,890$235.9K0.10%−20−1.0%Reduced
Lodestar Private Asset Management LLC1,888$235.6K0.02%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.1,887$235.5K0.11%+1,027+119.4%Added
Cane Capital Partners, LLC1,882$234.9K0.10%−1,547−45.1%Reduced
Claro Advisors LLC1,871$233.5K0.03%+18+1.0%Added
Milestone Asset Management, LLC1,868$233.1K0.04%+267+16.7%Added
Strategic Blueprint, LLC1,863$232.5K0.01%+108+6.2%Added
McAdam, LLC1,860$232.1K0.01%+23+1.3%Added
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co1,235$232.1K0.17%−2,114−63.1%Reduced
LBMC Investment Advisors, LLC1,858$231.9K0.01%+18+1.0%Added
Clearstead Advisors, LLC1,839$229.5K0.00%−175−8.7%Reduced
GAMMA Investing LLC1,831$228.5K0.01%+1,209+194.4%Added
MLG Wealth Management DBA Pine Grove Financial Group1,814$226.4K0.03%+277+18.0%Added
Avidian Wealth Solutions, LLC1,814$226.4K0.01%+1,814New
Evanson Asset Management, LLC1,803$225.0K0.01%00.0%Unchanged
Stonehearth Capital Management, LLC1,797$224.3K0.09%00.0%Unchanged
Mount Yale Investment Advisors, LLC1,795$224.0K0.01%+1,795New
First Financial Bankshares Inc1,754$218.9K0.00%00.0%Unchanged
Davenport & Co LLC1,739$217.0K0.00%−5,205−75.0%Reduced
OpenArc Corporate Advisory, LLC1,733$216.3K0.00%+1,733New
Tanager Wealth Management LLP1,731$216.0K0.02%−317−15.5%Reduced
Foguth Wealth Management, LLC.1,356$215.7K0.03%+1,356New
MJP Associates Inc1,728$215.7K0.03%+106+6.5%Added
Money Concepts Capital Corp1,719$214.5K0.01%+1,719New
Powell Investment Advisors, LLC1,714$213.9K0.07%+1,714New
Guardian Wealth Advisors, LLC1,713$213.8K0.01%−484−22.0%Reduced
Red Door Wealth Management, LLC1,708$213.2K0.02%00.0%Unchanged
Mill Creek Capital Advisors, LLC1,701$212.3K0.00%−22−1.3%Reduced
Livforsakringsbolaget Skandia, Omsesidigt1,700$212.2K0.01%00.0%Unchanged
Miller Capital Partners, Inc.1,696$211.7K0.10%00.0%Unchanged
Allspring Global Investments Holdings, LLC1,720$211.2K0.00%+1,720New
L2 Asset Management, LLC1,685$210.3K0.02%+339+25.2%Added
Venture Visionary Partners LLC1,679$209.5K0.01%+58+3.6%Added