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; 853 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	853	$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
Whittier Trust Co of Nevada Inc	–	–	–	–	Not filed
Ancora Advisors, LLC	–	–	–	–	Not filed
Triumph Capital Management	–	–	–	–	Not filed
Salem Investment Counselors Inc	–	–	–	–	Not filed
Meeder Asset Management Inc	–	–	–	–	Not filed
Harbor Investment Advisory, LLC	–	–	–	–	Not filed
Quent Capital, LLC	–	–	–	–	Not filed
Atlantic Union Bankshares Corp	–	–	–	–	Not filed
Westside Investment Management, Inc.	–	–	–	–	Not filed
Oakmont Advisory Group, LLC	–	–	–	–	Not filed
Strategic Wealth Partners, Ltd.	–	–	–	–	Not filed
Tradewinds Capital Management, LLC	–	–	–	–	Not filed
Westfuller Advisors, LLC	–	–	–	–	Not filed
SJS Investment Consulting Inc.	–	–	–	–	Not filed
Costello Asset Management, INC	–	–	–	–	Not filed
Atlantic Trust, LLC	–	–	–	–	Not filed
FNY Investment Advisers, LLC	–	–	–	–	Not filed
Salomon & Ludwin, LLC	–	–	–	–	Not filed
TFC Financial Management	–	–	–	–	Not filed
Quintet Private Bank (Europe) S.A.	–	–	–	–	Not filed
Bryn Mawr Trust Co	–	–	–	–	Not filed
Horrell Capital Management, Inc.	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Game Plan Financial Advisors, LLC	–	–	–	–	Not filed
Stonehage Fleming Financial Services Holdings Ltd	–	–	–	–	Not filed
Creative Financial Designs Inc	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
Catalyst Capital Advisors LLC	–	–	–	–	Not filed
LifeSteps Financial, Inc.	–	–	–	–	Not filed
Pilgrim Partners Asia Pte Ltd	–	–	–	–	Not filed
Private Wealth Management Group, LLC	–	–	–	–	Not filed
Intesa Sanpaolo Wealth Management	–	–	–	–	Not filed
Nemes Rush Group LLC	–	–	–	–	Not filed
Avion Wealth	–	–	–	–	Not filed
Covestor Ltd	–	–	–	–	Not filed
Cheviot Value Management, LLC	–	–	–	–	Not filed
CVA Family Office, LLC	–	–	–	–	Not filed
PayPay Securities Corp	–	–	–	–	Not filed
JPL Wealth Management, LLC	–	–	–	–	Not filed
Vima LLC	–	–	–	–	Not filed
Arlington Trust Co LLC	–	–	–	–	Not filed
Highland Investment Advisors LLC	–	–	–	–	Not filed
Indiana Trust & Investment Management CO	–	–	–	–	Not filed
Cassaday & Co Wealth Management LLC	–	–	–	–	Not filed
Altshuler Shaham Ltd	–	–	–	–	Not filed
Sachetta, LLC	–	–	–	–	Not filed
Avalon Trust Co	–	–	–	–	Not filed
Crewe Advisors LLC	–	–	–	–	Not filed
Cornerstone Financial Management LLC	–	–	–	–	Not filed
First PREMIER Bank	–	–	–	–	Not filed
Gilpin Wealth Management, LLC	–	–	–	–	Not filed
Colonial Trust Advisors	–	–	–	–	Not filed
Financial Management Professionals, Inc.	–	–	–	–	Not filed
Silver Grove Financial Group, Inc.	–	–	–	–	Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.	–	–	–	–	Not filed
Asset Dedication, LLC	–	–	–	–	Not filed
UMA Financial Services, Inc.	–	–	–	–	Not filed
Forum Finance Group S.A.	–	–	–	–	Not filed
Spectrum Wealth Advisory Group, LLC	–	–	–	–	Not filed
Caldwell Sutter Capital, Inc.	–	–	–	–	Not filed
Osbon Capital Management LLC	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
Kayne Anderson Rudnick Investment Management LLC	–	–	–	–	Not filed
MidFirst Bank	–	–	–	–	Not filed
Bullock Wealth Management Group	–	–	–	–	Not filed
HM Payson & Co	–	–	–	–	Not filed
Trust Co	–	–	–	–	Not filed
Vermillion Wealth Management, Inc.	–	–	–	–	Not filed
Bank of New Hampshire	–	–	–	–	Not filed
Millstone Evans Group, LLC	–	–	–	–	Not filed
Three Bearings Fiduciary Advisors, Inc.	–	–	–	–	Not filed
Strategic Investment Solutions, Inc.	–	–	–	–	Not filed
Chilton Capital Management LLC	–	–	–	–	Not filed
Steigerwald, Gordon & Koch Inc.	–	–	–	–	Not filed
Dogwood Wealth Management LLC	–	–	–	–	Not filed
Frazier Financial Advisors, LLC	–	–	–	–	Not filed
Valley National Advisers Inc	–	–	–	–	Not filed
True Wealth Design, LLC	–	–	–	–	Not filed
Glen Eagle Advisors, LLC	–	–	–	–	Not filed
Activest Wealth Management	–	–	–	–	Not filed
Albion Financial Group	–	–	–	–	Not filed
Highline Wealth Partners LLC	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
Rialto Wealth Management, LLC	–	–	–	–	Not filed
Manchester Capital Management LLC	–	–	–	–	Not filed
American Capital Advisory, LLC	–	–	–	–	Not filed
S&T Bank	–	–	–	–	Not filed
Raffa Wealth Management, LLC	–	–	–	–	Not filed
Delta Asset Management LLC	–	–	–	–	Not filed
MV Capital Management, Inc.	–	–	–	–	Not filed
Pacific Center for Financial Services	–	–	–	–	Not filed
Cape Investment Advisory, Inc.	–	–	–	–	Not filed
Chung Wu Investment Group, LLC	–	–	–	–	Not filed
Bruce G. Allen Investments, LLC	–	–	–	–	Not filed
Pinney & Scofield, Inc.	–	–	–	–	Not filed
Retirement Wealth Solutions LLC	–	–	–	–	Not filed
Gunpowder Capital Management, LLC dba Oliver Wealth Management	–	–	–	–	Not filed
Addison Advisors LLC	–	–	–	–	Not filed
Winch Advisory Services, LLC	–	–	–	–	Not filed
Transamerica Financial Advisors, Inc.	–	–	–	–	Not filed