Strategy Inc

MSTR

Exchange: Nasdaq
Industry: Finance Services
SEC CIK: 0001050446

SEC filings (opens in a new tab)

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 classesSTRC STRD STRF STRK

13F holders, Q3 2026

Institutional positions in Strategy Inc as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 2; +1 vs. Q2 2026
Shares held: 1.87K; +1.31K (+233.5%) vs. Q2 2026
Total value: $286.9K; +$238.0K (+487.2%) vs. Q2 2026
New holders: 1; 0 more added
Sold out: 0; 0 more reduced

851 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders

Value held

Institutions holding MSTR and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q2 2026.

Institutions holding MSTR in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Doliver Advisors, LP	1,312	$200.9K	0.04%	+1,312	New
Burkett Financial Services, LLC	562	$86.0K	0.03%	00.0%	Unchanged
Capital International Investors	–	–	–	–	Not filed
BlackRock, Inc.	–	–	–	–	Not filed
Vanguard Portfolio Management LLC	–	–	–	–	Not filed
Vanguard Capital Management LLC	–	–	–	–	Not filed
Invesco Ltd.	–	–	–	–	Not filed
Morgan Stanley	–	–	–	–	Not filed
State Street Corp	–	–	–	–	Not filed
Goldman Sachs Group Inc	–	–	–	–	Not filed
UBS Group AG	–	–	–	–	Not filed
Geode Capital Management, LLC	–	–	–	–	Not filed
Capital World Investors	–	–	–	–	Not filed
Norges Bank	–	–	–	–	Not filed
Harvest Portfolios Group Inc.	–	–	–	–	Not filed
Capital Research Global Investors	–	–	–	–	Not filed
Jane Street Group, LLC	–	–	–	–	Not filed
Renaissance Technologies LLC	–	–	–	–	Not filed
Susquehanna International Group, LLP	–	–	–	–	Not filed
Vanguard Fiduciary Trust Co	–	–	–	–	Not filed
Wells Fargo & Company	–	–	–	–	Not filed
Northern Trust Corp	–	–	–	–	Not filed
Charles Schwab Investment Management Inc	–	–	–	–	Not filed
Clear Street Group Inc.	–	–	–	–	Not filed
Marex Group plc	–	–	–	–	Not filed
Legal & General Group Plc	–	–	–	–	Not filed
HRT Financial LP	–	–	–	–	Not filed
UBS Asset Management Americas Inc	–	–	–	–	Not filed
Amundi	–	–	–	–	Not filed
Capstone Investment Advisors, LLC	–	–	–	–	Not filed
National Bank of Canada	–	–	–	–	Not filed
Bank of America Corp	–	–	–	–	Not filed
Quadrature Capital Ltd	–	–	–	–	Not filed
Bank of New York Mellon Corp	–	–	–	–	Not filed
Capula Management Ltd	–	–	–	–	Not filed
Toroso Investments, LLC	–	–	–	–	Not filed
Citigroup Inc	–	–	–	–	Not filed
National Pension Service	–	–	–	–	Not filed
Cantor Fitzgerald, L. P.	–	–	–	–	Not filed
Deutsche Bank AG	–	–	–	–	Not filed
First Trust Advisors LP	–	–	–	–	Not filed
Natixis	–	–	–	–	Not filed
LPL Financial LLC	–	–	–	–	Not filed
Swiss National Bank	–	–	–	–	Not filed
Bank of Montreal	–	–	–	–	Not filed
Barclays PLC	–	–	–	–	Not filed
JPMorgan Chase & Co	–	–	–	–	Not filed
Weiss Asset Management LP	–	–	–	–	Not filed
Vanguard Asset Management, Ltd	–	–	–	–	Not filed
Sumitomo Mitsui Trust Holdings, Inc.	–	–	–	–	Not filed
Nuveen, LLC	–	–	–	–	Not filed
Price T Rowe Associates Inc	–	–	–	–	Not filed
FMR LLC	–	–	–	–	Not filed
CTC LLC	–	–	–	–	Not filed
HSBC Holdings PLC	–	–	–	–	Not filed
Van Eck Associates Corp	–	–	–	–	Not filed
California State Teachers Retirement System	–	–	–	–	Not filed
SG Americas Securities, LLC	–	–	–	–	Not filed
PEAK6 LLC	–	–	–	–	Not filed
Royal Bank of Canada	–	–	–	–	Not filed
Bitwise Funds Trust	–	–	–	–	Not filed
California Public Employees Retirement System	–	–	–	–	Not filed
Exchange Traded Concepts, LLC	–	–	–	–	Not filed
Belvedere Trading LLC	–	–	–	–	Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	–	–	–	–	Not filed
Caitong International Asset Management Co., Ltd	–	–	–	–	Not filed
Virtu Financial LLC	–	–	–	–	Not filed
Rhumbline Advisers	–	–	–	–	Not filed
New York State Common Retirement Fund	–	–	–	–	Not filed
Foundations Investment Advisors, LLC	–	–	–	–	Not filed
ProShare Advisors LLC	–	–	–	–	Not filed
BNP Paribas Arbitrage, SA	–	–	–	–	Not filed
IMC-Chicago, LLC	–	–	–	–	Not filed
State Board of Administration of Florida Retirement System	–	–	–	–	Not filed
Ofi Invest Asset Management	–	–	–	–	Not filed
Aviva PLC	–	–	–	–	Not filed
Victory Capital Management Inc	–	–	–	–	Not filed
Group One Trading, L.P.	–	–	–	–	Not filed
Commonwealth Equity Services, LLC	–	–	–	–	Not filed
Cetera Investment Advisers	–	–	–	–	Not filed
Compass Rose Asset Management, LP	–	–	–	–	Not filed
Aspiring Ventures, LLC	–	–	–	–	Not filed
Ossiam	–	–	–	–	Not filed
NEOS Investment Management LLC	–	–	–	–	Not filed
LMR Partners LLP	–	–	–	–	Not filed
D. E. Shaw & Co., Inc.	–	–	–	–	Not filed
Credit Agricole S A	–	–	–	–	Not filed
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	–	–	–	–	Not filed
Vanguard Global Advisers, LLC	–	–	–	–	Not filed
Stifel Financial Corp	–	–	–	–	Not filed
Mirae Asset Global ETFs Holdings Ltd.	–	–	–	–	Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH	–	–	–	–	Not filed
Mariner, LLC	–	–	–	–	Not filed
Shariaportfolio, Inc.	–	–	–	–	Not filed
Great West Life Assurance Co	–	–	–	–	Not filed
AQR Capital Management LLC	–	–	–	–	Not filed
Squarepoint Ops LLC	–	–	–	–	Not filed
Jefferies Financial Group Inc.	–	–	–	–	Not filed
Alliancebernstein L.P.	–	–	–	–	Not filed
Strong Tower Advisory Services	–	–	–	–	Not filed