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
Fort Point Capital Partners LLC	–	–	–	–	Not filed
Aviso Wealth Management	–	–	–	–	Not filed
Vienna Asset Management LLC	–	–	–	–	Not filed
Cambria Investment Management, L.P.	–	–	–	–	Not filed
Keybank National Association	–	–	–	–	Not filed
Fifth Third Bancorp	–	–	–	–	Not filed
Annandale Capital, LLC	–	–	–	–	Not filed
Yousif Capital Management, LLC	–	–	–	–	Not filed
Bonfire Financial	–	–	–	–	Not filed
EFG International AG	–	–	–	–	Not filed
AXS Investments LLC	–	–	–	–	Not filed
Financial Sense Advisors, Inc.	–	–	–	–	Not filed
Maridea Wealth Management LLC	–	–	–	–	Not filed
United Asset Strategies, Inc.	–	–	–	–	Not filed
First Foundation Advisors	–	–	–	–	Not filed
Discipline Wealth Solutions, LLC	–	–	–	–	Not filed
Central Trust Co	–	–	–	–	Not filed
Savant Capital, LLC	–	–	–	–	Not filed
Savvy Advisors, Inc.	–	–	–	–	Not filed
Cardiff Park Advisors, LLC	–	–	–	–	Not filed
Brookstone Capital Management	–	–	–	–	Not filed
Client 1st Advisory Group, LLC	–	–	–	–	Not filed
Commerce Bank	–	–	–	–	Not filed
Stratos Wealth Advisors, LLC	–	–	–	–	Not filed
Principle Wealth Partners LLC	–	–	–	–	Not filed
Concurrent Investment Advisors, LLC	–	–	–	–	Not filed
CenterBook Partners LP	–	–	–	–	Not filed
Simplicity Wealth,LLC	–	–	–	–	Not filed
Steel Peak Wealth Management LLC	–	–	–	–	Not filed
CMT Capital Markets Trading GmbH	–	–	–	–	Not filed
Gotham Asset Management, LLC	–	–	–	–	Not filed
HighPoint Advisor Group LLC	–	–	–	–	Not filed
Ritholtz Wealth Management	–	–	–	–	Not filed
Betterment LLC	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Clear Harbor Asset Management, LLC	–	–	–	–	Not filed
Rainey & Randall Investment Management Inc.	–	–	–	–	Not filed
New York Life Investment Management LLC	–	–	–	–	Not filed
NewEdge Wealth, LLC	–	–	–	–	Not filed
Means Investment Co., Inc.	–	–	–	–	Not filed
Synergy Financial Management, LLC	–	–	–	–	Not filed
Paul Damon & Associates, Inc.	–	–	–	–	Not filed
Invictus Private Wealth, LLC	–	–	–	–	Not filed
Bokf, NA	–	–	–	–	Not filed
COFG Advisors, LLC	–	–	–	–	Not filed
Anchyra Partners LLC	–	–	–	–	Not filed
Fulcrum Asset Management LLP	–	–	–	–	Not filed
Ballentine Partners, LLC	–	–	–	–	Not filed
Mutual of America Capital Management LLC	–	–	–	–	Not filed
Waterloo Capital, L.P.	–	–	–	–	Not filed
Cornerstone Wealth Management, LLC	–	–	–	–	Not filed
Seelaus Asset Management LLC	–	–	–	–	Not filed
Mount Yale Investment Advisors, LLC	–	–	–	–	Not filed
Weaver Consulting Group	–	–	–	–	Not filed
Independent Family Office, LLC	–	–	–	–	Not filed
HB Wealth Management, LLC	–	–	–	–	Not filed
Krilogy Financial LLC	–	–	–	–	Not filed
Cornerstone Advisory, LLC	–	–	–	–	Not filed
Freestone Grove Partners LP	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
Mutual Advisors, LLC	–	–	–	–	Not filed
Keebeck Wealth Management, LLC	–	–	–	–	Not filed
United Capital Financial Advisers, LLC	–	–	–	–	Not filed
Red Reef Advisors LLC	–	–	–	–	Not filed
Key Client Fiduciary Advisors, LLC	–	–	–	–	Not filed
Cigna Investments Inc	–	–	–	–	Not filed
Blue Sky Capital Consultants Group, Inc.	–	–	–	–	Not filed
Sava Infond d.o.o.	–	–	–	–	Not filed
REYL & Cie S.A.	–	–	–	–	Not filed
Quotient Wealth Partners, LLC	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
Garden State Investment Advisory Services LLC	–	–	–	–	Not filed
Monograph Wealth Advisors, LLC	–	–	–	–	Not filed
Massmutual Trust Co FSB	–	–	–	–	Not filed
National Wealth Management Group, LLC	–	–	–	–	Not filed
Soltis Investment Advisors LLC	–	–	–	–	Not filed
Advisor OS, LLC	–	–	–	–	Not filed
Engineers Gate Manager LP	–	–	–	–	Not filed
Carroll Advisory Group, LLC	–	–	–	–	Not filed
Vestmark Advisory Solutions, Inc.	–	–	–	–	Not filed
Cyndeo Wealth Partners, LLC	–	–	–	–	Not filed
DecisionMap Wealth Management, LLC	–	–	–	–	Not filed
Allegheny Financial Group LTD	–	–	–	–	Not filed
Prepared Retirement Institute LLC	–	–	–	–	Not filed
Baader Bank INC	–	–	–	–	Not filed
Centiva Capital, LP	–	–	–	–	Not filed
Mountain Capital Investment Advisors, Inc	–	–	–	–	Not filed
Aaron Wealth Advisors	–	–	–	–	Not filed
Curran Financial Partners, LLC	–	–	–	–	Not filed
Magnus Financial Group LLC	–	–	–	–	Not filed
Park Avenue Securities LLC	–	–	–	–	Not filed
Trifecta Capital Advisors, LLC	–	–	–	–	Not filed
Brown Advisory Inc	–	–	–	–	Not filed
Canal Capital Management, LLC	–	–	–	–	Not filed
Traynor Capital Management, Inc.	–	–	–	–	Not filed
Pennsylvania Capital Management Inc	–	–	–	–	Not filed
Laird Norton Trust Company, LLC	–	–	–	–	Not filed
Wick Capital Partners, LLC	–	–	–	–	Not filed
Crossmark Global Holdings, Inc.	–	–	–	–	Not filed
Avantax Planning Partners, Inc.	–	–	–	–	Not filed