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, Q2 2026
Institutional positions in Strategy Inc as of Jun 30, 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
- 852
- −80 vs. Q1 2026
- Shares held
- 209.5M
- +11.8M (+6.0%) vs. Q1 2026
- Total value
- $18.2B
- −$6.42B (−26.1%) vs. Q1 2026
- New holders
- 104
- 365 more added
- Sold out
- 184
- 271 more reduced
14 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 34,902,002 | $3.03B | 0.63% | +3,460,241+11.0% | Added |
| BlackRock, Inc. | 19,394,284 | $1.69B | 0.03% | +1,640,399+9.2% | Added |
| Vanguard Portfolio Management LLC | 15,353,408 | $1.33B | 0.06% | +611,701+4.1% | Added |
| Vanguard Capital Management LLC | 14,938,599 | $1.30B | 0.03% | +861,087+6.1% | Added |
| Invesco Ltd. | 9,340,682 | $812.0M | 0.06% | +616,325+7.1% | Added |
| Morgan Stanley | 9,330,454 | $811.1M | 0.04% | +44,440+0.5% | Added |
| State Street Corp | 7,527,561 | $654.4M | 0.02% | +506,635+7.2% | Added |
| Goldman Sachs Group Inc | 5,810,162 | $505.1M | 0.05% | +4,023,500+225.2% | Added |
| UBS Group AG | 4,943,411 | $429.7M | 0.07% | −1,367,953−21.7% | Reduced |
| Geode Capital Management, LLC | 4,606,751 | $399.3M | 0.02% | −49,114−1.1% | Reduced |
| Capital World Investors | 4,310,934 | $374.8M | 0.04% | +28,826+0.7% | Added |
| Norges Bank | 3,979,476 | $345.9M | 0.03% | +3,979,476 | New |
| Harvest Portfolios Group Inc. | 3,121,927 | $271.4M | 3.83% | +442,159+16.5% | Added |
| Capital Research Global Investors | 2,993,437 | $260.3M | 0.04% | −4,622,272−60.7% | Reduced |
| Jane Street Group, LLC | 2,677,622 | $232.8M | 0.15% | +2,467,789+1,176.1% | Added |
| Renaissance Technologies LLC | 2,553,692 | $222.0M | 0.31% | +422,811+19.8% | Added |
| Susquehanna International Group, LLP | 2,520,930 | $219.1M | 0.19% | +1,238,294+96.5% | Added |
| Vanguard Fiduciary Trust Co | 2,094,345 | $182.1M | 0.04% | +144,587+7.4% | Added |
| Wells Fargo & Company | 1,994,253 | $173.4M | 0.03% | +1,268,276+174.7% | Added |
| Northern Trust Corp | 1,831,554 | $159.2M | 0.02% | +69,540+3.9% | Added |
| Charles Schwab Investment Management Inc | 1,795,815 | $156.1M | 0.02% | +239,207+15.4% | Added |
| Clear Street Group Inc. | 1,554,968 | $135.2M | 0.43% | +271,066+21.1% | Added |
| Marex Group plc | 1,471,629 | $127.9M | 0.95% | −1,940,044−56.9% | Reduced |
| Legal & General Group Plc | 1,420,987 | $123.5M | 0.03% | +48,540+3.5% | Added |
| HRT Financial LP | 1,374,008 | $119.4M | 0.22% | +1,374,008 | New |
| UBS Asset Management Americas Inc | 1,346,925 | $117.1M | 0.02% | −226,805−14.4% | Reduced |
| Amundi | 1,324,053 | $115.1M | 0.03% | +792,067+148.9% | Added |
| Capstone Investment Advisors, LLC | 1,298,361 | $112.9M | 0.78% | +1,234,967+1,948.1% | Added |
| National Bank of Canada | 1,207,518 | $105.0M | 0.09% | +677,534+127.8% | Added |
| Bank of America Corp | 1,176,925 | $102.3M | 0.01% | −2,788,755−70.3% | Reduced |
| Quadrature Capital Ltd | 1,148,665 | $99.9M | 0.85% | +729,441+174.0% | Added |
| Bank of New York Mellon Corp | 1,029,623 | $89.5M | 0.01% | +14,630+1.4% | Added |
| Capula Management Ltd | 1,002,482 | $87.1M | 0.38% | +998,026+22,397.4% | Added |
| Toroso Investments, LLC | 991,334 | $86.2M | 0.21% | −368,852−27.1% | Reduced |
| Citigroup Inc | 961,554 | $83.6M | 0.04% | +238,538+33.0% | Added |
| National Pension Service | 907,442 | $78.9M | 0.05% | +85,457+10.4% | Added |
| Cantor Fitzgerald, L. P. | 887,996 | $77.2M | 1.49% | −935,475−51.3% | Reduced |
| Deutsche Bank AG | 874,925 | $76.1M | 0.02% | +90,006+11.5% | Added |
| First Trust Advisors LP | 855,839 | $74.4M | 0.04% | +99,949+13.2% | Added |
| Natixis | 852,901 | $74.1M | 0.35% | +237,702+38.6% | Added |
| LPL Financial LLC | 739,642 | $64.3M | 0.01% | +32,475+4.6% | Added |
| Swiss National Bank | 736,300 | $64.0M | 0.03% | −29,800−3.9% | Reduced |
| Bank of Montreal | 709,590 | $61.7M | 0.02% | −143,174−16.8% | Reduced |
| Barclays PLC | 696,319 | $60.5M | 0.02% | −75,248−9.8% | Reduced |
| JPMorgan Chase & Co | 624,387 | $57.9M | 0.00% | +60,029+10.6% | Added |
| Weiss Asset Management LP | 629,895 | $54.8M | 0.61% | −37,607−5.6% | Reduced |
| Vanguard Asset Management, Ltd | 605,800 | $52.7M | 0.04% | +78,373+14.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 604,139 | $52.5M | 0.03% | +4,806+0.8% | Added |
| Nuveen, LLC | 591,571 | $51.4M | 0.01% | +14,290+2.5% | Added |
| Price T Rowe Associates Inc | 466,204 | $40.5M | 0.00% | +40,049+9.4% | Added |
| FMR LLC | 439,718 | $38.2M | 0.00% | −535,937−54.9% | Reduced |
| CTC LLC | 432,111 | $37.6M | 2.21% | −73,116−14.5% | Reduced |
| HSBC Holdings PLC | 426,378 | $37.0M | 0.02% | +105,716+33.0% | Added |
| Van Eck Associates Corp | 420,290 | $36.5M | 0.02% | +118,863+39.4% | Added |
| California State Teachers Retirement System | 400,891 | $34.8M | 0.03% | −738−0.2% | Reduced |
| SG Americas Securities, LLC | 393,775 | $34.2M | 0.02% | −165,030−29.5% | Reduced |
| PEAK6 LLC | 388,347 | $33.8M | 0.82% | +388,347 | New |
| Royal Bank of Canada | 385,002 | $33.5M | 0.01% | +46,001+13.6% | Added |
| Bitwise Funds Trust | 381,626 | $33.2M | 7.79% | +381,626 | New |
| California Public Employees Retirement System | 381,048 | $33.1M | 0.02% | −7,250−1.9% | Reduced |
| Exchange Traded Concepts, LLC | 354,131 | $30.8M | 0.15% | +92,065+35.1% | Added |
| Belvedere Trading LLC | 346,855 | $30.2M | 2.51% | +36,082+11.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 343,869 | $29.9M | 0.02% | +36,686+11.9% | Added |
| Caitong International Asset Management Co., Ltd | 334,219 | $29.1M | 3.99% | +334,219 | New |
| Virtu Financial LLC | 329,242 | $28.6M | 0.90% | +329,242 | New |
| Rhumbline Advisers | 322,176 | $28.0M | 0.02% | −17,569−5.2% | Reduced |
| New York State Common Retirement Fund | 319,850 | $27.8M | 0.04% | −11,400−3.4% | Reduced |
| Foundations Investment Advisors, LLC | 318,171 | $27.7M | 0.28% | +12,723+4.2% | Added |
| ProShare Advisors LLC | 309,680 | $26.9M | 0.04% | −90,601−22.6% | Reduced |
| BNP Paribas Arbitrage, SA | 308,400 | $26.8M | 0.01% | +101,381+49.0% | Added |
| IMC-Chicago, LLC | 294,903 | $25.6M | 0.24% | +294,903 | New |
| State Board of Administration of Florida Retirement System | 271,273 | $23.6M | 0.04% | +11,123+4.3% | Added |
| Ofi Invest Asset Management | 268,183 | $20.4M | 0.20% | +1,039+0.4% | Added |
| Aviva PLC | 229,471 | $19.9M | 0.03% | +1,178+0.5% | Added |
| Victory Capital Management Inc | 225,861 | $19.6M | 0.01% | +10,920+5.1% | Added |
| Group One Trading, L.P. | 220,929 | $19.2M | 0.55% | +194,447+734.3% | Added |
| Commonwealth Equity Services, LLC | 219,538 | $19.1M | 0.02% | −1,840−0.8% | Reduced |
| Cetera Investment Advisers | 211,203 | $18.4M | 0.02% | −68,423−24.5% | Reduced |
| Compass Rose Asset Management, LP | 202,500 | $17.6M | 4.89% | +202,500 | New |
| Aspiring Ventures, LLC | 189,247 | $16.5M | 4.32% | +24,839+15.1% | Added |
| Ossiam | 185,641 | $16.1M | 0.21% | +185,641 | New |
| NEOS Investment Management LLC | 183,301 | $15.9M | 0.06% | +41,261+29.0% | Added |
| LMR Partners LLP | 180,681 | $15.7M | 0.12% | −97,361−35.0% | Reduced |
| D. E. Shaw & Co., Inc. | 172,455 | $15.0M | 0.01% | +143,645+498.6% | Added |
| Credit Agricole S A | 161,080 | $14.0M | 0.04% | +36,405+29.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 160,534 | $14.0M | 0.01% | +55,995+53.6% | Added |
| Vanguard Global Advisers, LLC | 159,125 | $13.8M | 0.01% | −13,284−7.7% | Reduced |
| Stifel Financial Corp | 158,979 | $13.8M | 0.01% | −14,827−8.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 155,889 | $13.6M | 0.02% | −46,927−23.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 154,630 | $13.4M | 0.02% | +6,166+4.2% | Added |
| Mariner, LLC | 150,453 | $13.1M | 0.01% | +38,604+34.5% | Added |
| Shariaportfolio, Inc. | 149,236 | $13.0M | 4.59% | +21,478+16.8% | Added |
| Great West Life Assurance Co | 149,094 | $12.9M | 0.02% | +15,169+11.3% | Added |
| AQR Capital Management LLC | 152,332 | $12.9M | 0.00% | +6,399+4.4% | Added |
| Squarepoint Ops LLC | 143,672 | $12.5M | 0.02% | +63,245+78.6% | Added |
| Jefferies Financial Group Inc. | 142,533 | $12.4M | 0.11% | +1,782+1.3% | Added |
| Alliancebernstein L.P. | 98,406 | $12.3M | 0.00% | −19,928−16.8% | Reduced |
| Strong Tower Advisory Services | 140,149 | $12.2M | 2.18% | +5,468+4.1% | Added |
| VY Capital Management Co. Ltd. | 140,000 | $12.2M | 0.03% | +140,000 | New |
| Treasurer of the State of North Carolina | 139,403 | $12.1M | 0.03% | −56,710−28.9% | Reduced |