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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1,721 | $209.1K | 0.01% | +392+29.5% | Added |
| McGuire Capital Advisors Inc | 1,671 | $208.5K | 0.13% | −75−4.3% | Reduced |
| Unique Wealth Strategies, LLC | 1,670 | $208.4K | 0.09% | −500−23.0% | Reduced |
| Foster Group, Inc. | 1,659 | $207.0K | 0.01% | +1,659 | New |
| Citrine Capital LLC | 1,658 | $206.9K | 0.09% | +79+5.0% | Added |
| Diversified Management Inc | 1,650 | $205.9K | 0.04% | +1,650 | New |
| Waterloo Capital, L.P. | 1,643 | $205.0K | 0.01% | +1,643 | New |
| Abel Hall, LLC | 1,640 | $204.7K | 0.04% | +1,640 | New |
| PYA Waltman Capital, LLC | 1,625 | $202.8K | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,078 | $202.2K | 0.00% | +1,078 | New |
| Centurion Wealth Management LLC | 1,615 | $201.6K | 0.05% | 00.0% | Unchanged |
| WJ Financial Advisors LLC | 1,605 | $200.3K | 0.16% | +1,605 | New |
| MB, Levis & Associates, LLC | 1,600 | $199.7K | 0.08% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,574 | $196.4K | 0.01% | +14+0.9% | Added |
| Aventura Private Wealth, LLC | 1,524 | $190.2K | 0.07% | +50+3.4% | Added |
| Advisors Preferred, LLC | 1,500 | $187.2K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,478 | $184.0K | 0.00% | +45+3.1% | Added |
| IAG Wealth Partners, LLC | 1,454 | $181.5K | 0.02% | +1,152+381.5% | Added |
| SHP Wealth Management | 1,417 | $176.8K | 0.01% | +1,000+239.8% | Added |
| Horizon Investments, LLC | 1,302 | $162.5K | 0.00% | +431+49.5% | Added |
| CX Institutional | 1,292 | $161.0K | 0.00% | +752+139.3% | Added |
| Los Angeles Capital Management LLC | 1,225 | $152.9K | 0.00% | −59,797−98.0% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 1,200 | $149.8K | 0.05% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,215 | $149.2K | 0.03% | +5+0.4% | Added |
| Scarborough Advisors, LLC | 1,161 | $144.9K | 0.02% | +1,161 | New |
| SOA Wealth Advisors, LLC. | 1,107 | $138.2K | 0.03% | +1,000+934.6% | Added |
| Glass Jacobson Investment Advisors llc | 1,079 | $134.7K | 0.05% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 690 | $129.0K | 0.02% | +426+161.4% | Added |
| Ionic Capital Management LLC | 1,016 | $126.8K | 0.11% | −403−28.4% | Reduced |
| Assetmark, Inc | 985 | $122.9K | 0.00% | +598+154.5% | Added |
| Sterling Capital Management LLC | 970 | $121.1K | 0.00% | −102−9.5% | Reduced |
| Versant Capital Management, Inc | 909 | $113.4K | 0.01% | +707+350.0% | Added |
| Strategic Advocates LLC | 906 | $113.1K | 0.50% | −6,906−88.4% | Reduced |
| Creative Financial Designs Inc | 879 | $109.7K | 0.01% | −54−5.8% | Reduced |
| NBC Securities, Inc. | 825 | $103.0K | 0.01% | +5+0.6% | Added |
| Ares Financial Consulting, LLC | 795 | $97.6K | 0.08% | +795 | New |
| RWM Asset Management, LLC | 772 | $96.3K | 0.01% | +772 | New |
| PlanVest Financial, Inc | 766 | $95.6K | 0.07% | +766 | New |
| Ronald Blue Trust, Inc. | 748 | $93.3K | 0.00% | +185+32.9% | Added |
| Abound Wealth Management | 747 | $93.2K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 706 | $88.1K | 0.01% | +706 | New |
| Private Trust Co NA | 701 | $87.5K | 0.01% | +200+39.9% | Added |
| My Portfolio Guide, LLC | 668 | $83.4K | 0.05% | +668 | New |
| Atlantic Union Bankshares Corp | 666 | $83.1K | 0.00% | +100+17.7% | Added |
| Westpac Banking Corp | 656 | $81.9K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 648 | $79.4K | 0.00% | +164+33.9% | Added |
| Basecamp Wealth Advisors LLC | 608 | $75.9K | 0.02% | −16−2.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 605 | $75.5K | 0.01% | +557+1,160.4% | Added |
| WPG Advisers, LLC | 604 | $75.4K | 0.06% | +41+7.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 600 | $75.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 563 | $70.3K | 0.01% | +171+43.6% | Added |
| Burkett Financial Services, LLC | 562 | $70.1K | 0.02% | +312+124.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 545 | $68.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 547 | $68.0K | 0.05% | −656−54.5% | Reduced |
| Financial Perspectives, Inc | 541 | $67.5K | 0.02% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 540 | $67.4K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 532 | $66.4K | 0.03% | +347+187.6% | Added |
| N.E.W. Advisory Services LLC | 522 | $65.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 517 | $64.5K | 0.00% | +183+54.8% | Added |
| MCF Advisors LLC | 507 | $63.3K | 0.00% | −32−5.9% | Reduced |
| BigSur Wealth Management LLC | 500 | $62.4K | 0.02% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 498 | $62.1K | 0.02% | +298+149.0% | Added |
| City State Bank | 480 | $59.9K | 0.02% | +230+92.0% | Added |
| REAP Financial Group, LLC | 455 | $56.8K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 441 | $55.0K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 440 | $54.9K | 0.02% | −2,008−82.0% | Reduced |
| Evermay Wealth Management LLC | 427 | $53.3K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 405 | $49.5K | 0.00% | +345+575.0% | Added |
| Bogart Wealth, LLC | 385 | $48.0K | 0.00% | +15+4.1% | Added |
| St Germain D J Co Inc | 374 | $46.7K | 0.00% | +197+111.3% | Added |
| Activest Wealth Management | 374 | $46.7K | 0.01% | +364+3,640.0% | Added |
| V-Square Quantitative Management LLC | 374 | $46.7K | 0.00% | +374 | New |
| Capital Advisors, Ltd. LLC | 370 | $46.0K | 0.01% | −26−6.6% | Reduced |
| Opal Wealth Advisors, LLC | 355 | $44.3K | 0.01% | +355 | New |
| Vestor Capital, LLC | 338 | $42.0K | 0.00% | −753−69.0% | Reduced |
| North Star Investment Management Corp. | 333 | $41.6K | 0.00% | +27+8.8% | Added |
| MPWM Advisory Solutions, LLC | 320 | $39.9K | 0.02% | −30−8.6% | Reduced |
| Covestor Ltd | 307 | $39.0K | 0.03% | +172+127.4% | Added |
| Whittier Trust Co | 300 | $38.3K | 0.00% | +278+1,263.6% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 296 | $36.9K | 0.02% | +296 | New |
| Quadrant Capital Group LLC | 277 | $34.6K | 0.00% | +223+413.0% | Added |
| Salem Investment Counselors Inc | 261 | $32.6K | 0.00% | +261 | New |
| Harbor Investment Advisory, LLC | 250 | $31.2K | 0.00% | −40−13.8% | Reduced |
| Triumph Capital Management | 231 | $28.8K | 0.01% | +4+1.8% | Added |
| Strategic Wealth Partners, Ltd. | 223 | $27.8K | 0.00% | −175−44.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 213 | $27.2K | 0.00% | +213 | New |
| Westside Investment Management, Inc. | 215 | $26.8K | 0.00% | −4−1.8% | Reduced |
| CVA Family Office, LLC | 214 | $26.7K | 0.00% | +56+35.4% | Added |
| Quaker Wealth Management, LLC | 208 | $26.0K | 0.01% | +3+1.5% | Added |
| Westfuller Advisors, LLC | 202 | $25.2K | 0.01% | +202 | New |
| SJS Investment Consulting Inc. | 201 | $25.1K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $25.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 193 | $24.1K | 0.00% | +41+27.0% | Added |
| Wolverine Asset Management LLC | 192 | $24.0K | 0.00% | −1,548−89.0% | Reduced |
| Raiffeisen Bank International AG | 188 | $22.8K | 0.00% | −3,050−94.2% | Reduced |
| TFC Financial Management | 180 | $22.5K | 0.00% | +3+1.7% | Added |
| Colonial Trust Advisors | 180 | $22.5K | 0.00% | +100+125.0% | Added |
| Zions Bancorporation, National Association | 177 | $22.1K | 0.00% | +159+883.3% | Added |
| Quintet Private Bank (Europe) S.A. | 175 | $21.8K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 169 | $21.1K | 0.01% | +64+61.0% | Added |