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: 6; +1 vs. Q2 2026
Shares held: 6.38K; +2.61K (+69.1%) vs. Q2 2026
Total value: $977.5K; +$649.7K (+198.2%) vs. Q2 2026
New holders: 1; 3 more added
Sold out: 0; 0 more reduced

848 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
Madden Securities Corp	–	–	–	–	Not filed
Janney Montgomery Scott LLC	–	–	–	–	Not filed
Mn Services Vermogensbeheer B.V.	–	–	–	–	Not filed
Beaird Harris Wealth Management, LLC	–	–	–	–	Not filed
Kingswood Wealth Advisors, LLC	–	–	–	–	Not filed
Moors & Cabot, Inc.	–	–	–	–	Not filed
Kessler Investment Group, LLC	–	–	–	–	Not filed
Xponance, Inc.	–	–	–	–	Not filed
O'Shaughnessy Asset Management, LLC	–	–	–	–	Not filed
British Columbia Investment Management Corp	–	–	–	–	Not filed
KBC Group NV	–	–	–	–	Not filed
iA Global Asset Management Inc.	–	–	–	–	Not filed
Swiss Life Asset Management Ltd	–	–	–	–	Not filed
Jain Global LLC	–	–	–	–	Not filed
Cerity Partners LLC	–	–	–	–	Not filed
SIH Partners, LLLP	–	–	–	–	Not filed
Pacific Capital Wealth Advisors, Inc	–	–	–	–	Not filed
Shelton Capital Management	–	–	–	–	Not filed
Stratos Wealth Partners, LTD.	–	–	–	–	Not filed
Kestra Private Wealth Services, LLC	–	–	–	–	Not filed
Farringdon Capital, Ltd.	–	–	–	–	Not filed
Public Employees Retirement Association of Colorado	–	–	–	–	Not filed
Acorn Financial Advisory Services Inc	–	–	–	–	Not filed
Cresset Asset Management, LLC	–	–	–	–	Not filed
Cavalier Investments, LLC	–	–	–	–	Not filed
MSA Advisors, LLC	–	–	–	–	Not filed
D.A. Davidson & Co.	–	–	–	–	Not filed
Walleye Capital LLC	–	–	–	–	Not filed
Titleist Asset Management, LLC	–	–	–	–	Not filed
SBI Securities Co., Ltd.	–	–	–	–	Not filed
Matauro, LLC	–	–	–	–	Not filed
Advisory Services Network, LLC	–	–	–	–	Not filed
Envestnet Asset Management Inc	–	–	–	–	Not filed
Parallax Volatility Advisers, L.P.	–	–	–	–	Not filed
OP Asset Management Ltd	–	–	–	–	Not filed
Mackenzie Financial Corp	–	–	–	–	Not filed
Nordea Investment Management AB	–	–	–	–	Not filed
Rakuten Securities, Inc.	–	–	–	–	Not filed
CIBC Bancorp USA Inc.	–	–	–	–	Not filed
Nykredit A/S	–	–	–	–	Not filed
CAPROCK Group, Inc.	–	–	–	–	Not filed
Centric Wealth Management	–	–	–	–	Not filed
DRW Securities, LLC	–	–	–	–	Not filed
Prudential PLC	–	–	–	–	Not filed
Greenland Capital Management LP	–	–	–	–	Not filed
Evolution Wealth Advisors, LLC	–	–	–	–	Not filed
Truvestments Capital LLC	–	–	–	–	Not filed
Blair William & Co	–	–	–	–	Not filed
Harvest Fund Management Co., Ltd	–	–	–	–	Not filed
EagleClaw Capital Managment, LLC	–	–	–	–	Not filed
Federation des caisses Desjardins du Quebec	–	–	–	–	Not filed
Wealthfront Advisers LLC	–	–	–	–	Not filed
BI Asset Management Fondsmaeglerselskab A/S	–	–	–	–	Not filed
United Capital Management of KS, Inc.	–	–	–	–	Not filed
Franklin Resources Inc	–	–	–	–	Not filed
Golden State Wealth Management, LLC	–	–	–	–	Not filed
Profund Advisors LLC	–	–	–	–	Not filed
IHT Wealth Management, LLC	–	–	–	–	Not filed
Jupiter Topco LLC	–	–	–	–	Not filed
Wealth Enhancement Advisory Services, LLC	–	–	–	–	Not filed
Walleye Trading LLC	–	–	–	–	Not filed
Heritage Investors Management Corp	–	–	–	–	Not filed
Scientech Research LLC	–	–	–	–	Not filed
Vivid Wealth Management, LLC	–	–	–	–	Not filed
Wealthspire Advisors, LLC	–	–	–	–	Not filed
Old Mission Capital LLC	–	–	–	–	Not filed
J. Derek Lewis & Associates Inc.	–	–	–	–	Not filed
Collar Capital Management, LLC	–	–	–	–	Not filed
Louisiana State Employees Retirement System	–	–	–	–	Not filed
Boothbay Fund Management, LLC	–	–	–	–	Not filed
Apollon Wealth Management, LLC	–	–	–	–	Not filed
Equitable Holdings, Inc.	–	–	–	–	Not filed
Ilmarinen Mutual Pension Insurance Co	–	–	–	–	Not filed
Secure Asset Management, LLC	–	–	–	–	Not filed
Ensign Peak Advisors, Inc	–	–	–	–	Not filed
Macquarie Group Ltd	–	–	–	–	Not filed
Coastal Investment Advisors, Inc.	–	–	–	–	Not filed
Pacer Advisors, Inc.	–	–	–	–	Not filed
Oppenheimer & Co Inc	–	–	–	–	Not filed
Gulf International Bank (UK) Ltd	–	–	–	–	Not filed
Kentucky Retirement Systems	–	–	–	–	Not filed
Pathstone Holdings, LLC	–	–	–	–	Not filed
Teamwork Financial Advisors, LLC	–	–	–	–	Not filed
JustInvest LLC	–	–	–	–	Not filed
Chicago Partners Investment Group LLC	–	–	–	–	Not filed
Rathbone Brothers plc	–	–	–	–	Not filed
Wolverine Asset Management LLC	–	–	–	–	Not filed
Eurizon Capital SGR S.p.A.	–	–	–	–	Not filed
Allstate Corp	–	–	–	–	Not filed
HBK Investments L P	–	–	–	–	Not filed
Maryland State Retirement & Pension System	–	–	–	–	Not filed
Manufacturers Life Insurance Company, The	–	–	–	–	Not filed
Baird Financial Group, Inc.	–	–	–	–	Not filed
Candriam Luxembourg S.C.A.	–	–	–	–	Not filed
Sanctuary Advisors, LLC	–	–	–	–	Not filed
Colony Group, LLC	–	–	–	–	Not filed
Schroder Investment Management Group	–	–	–	–	Not filed
MUFG Securities EMEA plc	–	–	–	–	Not filed
Sovran Advisors, LLC	–	–	–	–	Not filed
Investment Management Corp of Ontario	–	–	–	–	Not filed