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
Kapstone Financial Advisors LLC	–	–	–	–	Not filed
HHM Wealth Advisors, LLC	–	–	–	–	Not filed
Wellington Management Group LLP	–	–	–	–	Not filed
Banco Bilbao Vizcaya Argentaria, S.A.	–	–	–	–	Not filed
Venturi Wealth Management, LLC	–	–	–	–	Not filed
WCG Wealth Advisors LLC	–	–	–	–	Not filed
KPP Advisory Services LLC	–	–	–	–	Not filed
Pinnacle Associates Ltd	–	–	–	–	Not filed
CWM Advisors, LLC	–	–	–	–	Not filed
CIBC World Markets Inc.	–	–	–	–	Not filed
Standard Life Aberdeen plc	–	–	–	–	Not filed
Allianz Asset Management GmbH	–	–	–	–	Not filed
Prospera Financial Services Inc	–	–	–	–	Not filed
Woodline Partners LP	–	–	–	–	Not filed
Amalgamated Bank	–	–	–	–	Not filed
Gateway Investment Advisers LLC	–	–	–	–	Not filed
CAP Partners, LLC	–	–	–	–	Not filed
Nisa Investment Advisors, LLC	–	–	–	–	Not filed
Sun Financial Inc	–	–	–	–	Not filed
Am Investment Strategies LLC	–	–	–	–	Not filed
Farther Finance Advisors, LLC	–	–	–	–	Not filed
Evexia Wealth LLC	–	–	–	–	Not filed
State of Michigan Retirement System	–	–	–	–	Not filed
Chokshi & Queen Wealth Advisors, Inc	–	–	–	–	Not filed
CSS LLC	–	–	–	–	Not filed
AE Wealth Management LLC	–	–	–	–	Not filed
Ameritas Advisory Services, LLC	–	–	–	–	Not filed
Sky-Mountain Capital Management, Inc.	–	–	–	–	Not filed
Bank of Nova Scotia	–	–	–	–	Not filed
Capital International Sarl	–	–	–	–	Not filed
Dba Trading, LLC	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
Prudential Financial Inc	–	–	–	–	Not filed
Cedarwood Wealth LLC	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
Norinchukin Bank, The	–	–	–	–	Not filed
Empowered Funds, LLC	–	–	–	–	Not filed
Abn Amro Investment Solutions	–	–	–	–	Not filed
Ausdal Financial Partners, Inc.	–	–	–	–	Not filed
AG2R la Mondiale Gestion D'Actifs	–	–	–	–	Not filed
LaSalle St. Investment Advisors, LLC	–	–	–	–	Not filed
Ci Investments Inc.	–	–	–	–	Not filed
Alchemi Wealth, LLC	–	–	–	–	Not filed
Integrated Wealth Concepts LLC	–	–	–	–	Not filed
VestGen Advisors, LLC	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
E Fund Management Co., Ltd.	–	–	–	–	Not filed
Truist Financial Corp	–	–	–	–	Not filed
Steward Partners Investment Advisory, LLC	–	–	–	–	Not filed
Wedbush Securities Inc	–	–	–	–	Not filed
Fideuram Asset Management (Ireland) dac	–	–	–	–	Not filed
Pensionmark Financial Group, LLC	–	–	–	–	Not filed
Signal Advisors Wealth, LLC	–	–	–	–	Not filed
Tokio Marine Asset Management Co Ltd	–	–	–	–	Not filed
J. Safra Sarasin Holding AG	–	–	–	–	Not filed
TCG Advisory Services, LLC	–	–	–	–	Not filed
Omers Administration Corp	–	–	–	–	Not filed
Western Wealth Management, LLC	–	–	–	–	Not filed
Newbridge Financial Services Group, Inc.	–	–	–	–	Not filed
Sigma Planning Corp	–	–	–	–	Not filed
Knights of Columbus Asset Advisors LLC	–	–	–	–	Not filed
Indivisible Partners	–	–	–	–	Not filed
Ethic Inc.	–	–	–	–	Not filed
Argent Advisors, Inc.	–	–	–	–	Not filed
Certior Financial Group, LLC	–	–	–	–	Not filed
Natixis Advisors, L.P.	–	–	–	–	Not filed
Voya Investment Management LLC	–	–	–	–	Not filed
Geneos Wealth Management Inc.	–	–	–	–	Not filed
Jones Financial Companies LLLP	–	–	–	–	Not filed
Maripau Wealth Management LLC	–	–	–	–	Not filed
Brinker Capital Investments, LLC	–	–	–	–	Not filed
Bleakley Financial Group, LLC	–	–	–	–	Not filed
PKO Investment Management Joint-Stock Co	–	–	–	–	Not filed
Gladstone Institutional Advisory LLC	–	–	–	–	Not filed
China Universal Asset Management Co., Ltd.	–	–	–	–	Not filed
M&T Bank Corp	–	–	–	–	Not filed
Spire Wealth Management	–	–	–	–	Not filed
Sage Mountain Advisors LLC	–	–	–	–	Not filed
Formidable Asset Management, LLC	–	–	–	–	Not filed
Winton Group Ltd	–	–	–	–	Not filed
Lombard Odier Asset Management (Switzerland) SA	–	–	–	–	Not filed
North Dakota State Investment Board	–	–	–	–	Not filed
Dynamic Advisor Solutions LLC	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
PFG Investments, LLC	–	–	–	–	Not filed
Visionary Wealth Advisors	–	–	–	–	Not filed
Disciplined Investors, L.L.C.	–	–	–	–	Not filed
Sequoia Financial Advisors, LLC	–	–	–	–	Not filed
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	–	–	–	–	Not filed
Tower Research Capital LLC (TRC)	–	–	–	–	Not filed
Summit Trail Advisors, LLC	–	–	–	–	Not filed
Prakash Investment Advisors LLC	–	–	–	–	Not filed
Beacon Pointe Advisors, LLC	–	–	–	–	Not filed
Modern Wealth Management, LLC	–	–	–	–	Not filed
Johns Hopkins University	–	–	–	–	Not filed
Wallace Hart LLC	–	–	–	–	Not filed
Aptus Capital Advisors, LLC	–	–	–	–	Not filed
Spartan Wealth Advisory Services LLC	–	–	–	–	Not filed
Thompson David Blair	–	–	–	–	Not filed