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
Kentucky Retirement Systems Insurance Trust Fund	–	–	–	–	Not filed
Kingsview Wealth Management, LLC	–	–	–	–	Not filed
Readystate Asset Management LP	–	–	–	–	Not filed
Oxler Private Wealth LLC	–	–	–	–	Not filed
Wealthcare Advisory Partners LLC	–	–	–	–	Not filed
Wahed Invest LLC	–	–	–	–	Not filed
Sepio Capital, LP	–	–	–	–	Not filed
Integrity Alliance, LLC.	–	–	–	–	Not filed
Everence Capital Management Inc	–	–	–	–	Not filed
Partners Wealth Management, LLC	–	–	–	–	Not filed
J.W. Cole Advisors, Inc.	–	–	–	–	Not filed
RSM US Wealth Management LLC	–	–	–	–	Not filed
Walser Wealth Management Company, A Ltd Liability Co	–	–	–	–	Not filed
UniSuper Management Pty Ltd	–	–	–	–	Not filed
EP Wealth Advisors, LLC	–	–	–	–	Not filed
Patriot Investment Management Inc.	–	–	–	–	Not filed
Twin Tree Management, LP	–	–	–	–	Not filed
Osmosis Investment Management UK Ltd	–	–	–	–	Not filed
Capital International Ltd	–	–	–	–	Not filed
Traphagen Investment Advisors LLC	–	–	–	–	Not filed
Blueshift Asset Management, LLC	–	–	–	–	Not filed
Sullivan Wood Capital Management LLC	–	–	–	–	Not filed
Ambassador Advisors, LLC	–	–	–	–	Not filed
Assenagon Asset Management S.A.	–	–	–	–	Not filed
Insigneo Advisory Services, LLC	–	–	–	–	Not filed
Centaurus Financial, Inc.	–	–	–	–	Not filed
Howard Capital Management Inc.	–	–	–	–	Not filed
Resources Investment Advisors, LLC.	–	–	–	–	Not filed
Csenge Advisory Group	–	–	–	–	Not filed
E. Ohman J:or Asset Management AB	–	–	–	–	Not filed
CoreCap Advisors, LLC	–	–	–	–	Not filed
Convergence Financial, LLC	–	–	–	–	Not filed
Evergreen Wealth Solutions, LLC	–	–	–	–	Not filed
National Asset Management, Inc.	–	–	–	–	Not filed
B. Metzler seel. Sohn & Co. AG	–	–	–	–	Not filed
Core Wealth Partners LLC	–	–	–	–	Not filed
Fiduciary Alliance LLC	–	–	–	–	Not filed
Raiffeisen Bank International AG	–	–	–	–	Not filed
Sig Brokerage, LP	–	–	–	–	Not filed
QRG Capital Management, Inc.	–	–	–	–	Not filed
Nwam LLC	–	–	–	–	Not filed
LCM Capital Management Inc	–	–	–	–	Not filed
Capstone Financial Advisors, Inc.	–	–	–	–	Not filed
Tradition Wealth Management, LLC	–	–	–	–	Not filed
Turner Financial Group, Inc.	–	–	–	–	Not filed
Axxcess Wealth Management, LLC	–	–	–	–	Not filed
Change Path, LLC	–	–	–	–	Not filed
E6 Portfolios, LLC	–	–	–	–	Not filed
Finer Wealth Management, Inc.	–	–	–	–	Not filed
Verus Capital Partners, LLC	–	–	–	–	Not filed
Beacon Capital Management, LLC	–	–	–	–	Not filed
Fiduciary Trust Co	–	–	–	–	Not filed
Arkadios Wealth Advisors	–	–	–	–	Not filed
Headlands Technologies LLC	–	–	–	–	Not filed
Lifeworks Advisors, LLC	–	–	–	–	Not filed
Comprehensive Financial Consultants Institutional, Inc.	–	–	–	–	Not filed
Sterling Investment Advisors, Ltd.	–	–	–	–	Not filed
Covenant Asset Management, LLC	–	–	–	–	Not filed
Siemens Fonds Invest GmbH	–	–	–	–	Not filed
TCW Group Inc	–	–	–	–	Not filed
Bridgewater Associates, LP	–	–	–	–	Not filed
Merit Financial Group, LLC	–	–	–	–	Not filed
Principal Financial Group Inc	–	–	–	–	Not filed
IPG Investment Advisors LLC	–	–	–	–	Not filed
US Bancorp	–	–	–	–	Not filed
ICICI Prudential Asset Management Co Ltd	–	–	–	–	Not filed
Institute for Wealth Management, LLC.	–	–	–	–	Not filed
Hartline Investment Corp	–	–	–	–	Not filed
MetLife Investment Management	–	–	–	–	Not filed
Larson Financial Group LLC	–	–	–	–	Not filed
Meeder Advisory Services, Inc.	–	–	–	–	Not filed
Perennial Investment Advisors, LLC	–	–	–	–	Not filed
Alphadyne Asset Management LP	–	–	–	–	Not filed
Wiley Bros.-Aintree Capital, LLC	–	–	–	–	Not filed
Vestcor Inc	–	–	–	–	Not filed
Citizens Financial Group Inc	–	–	–	–	Not filed
AdvisorNet Financial, Inc	–	–	–	–	Not filed
FIL Ltd	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
Principal Securities, Inc.	–	–	–	–	Not filed
Robertson Stephens Wealth Management, LLC	–	–	–	–	Not filed
Snowden Capital Advisors LLC	–	–	–	–	Not filed
180 Wealth Advisors, LLC	–	–	–	–	Not filed
Valeo Financial Advisors, LLC	–	–	–	–	Not filed
Woodward Diversified Capital, LLC	–	–	–	–	Not filed
Moneta Group Investment Advisors LLC	–	–	–	–	Not filed
Allworth Financial LP	–	–	–	–	Not filed
Kovack Advisors, Inc.	–	–	–	–	Not filed
Warren Averett Asset Management, LLC	–	–	–	–	Not filed
Diversify Advisory Services, LLC	–	–	–	–	Not filed
Diversify Wealth Management, LLC	–	–	–	–	Not filed
Pine Valley Investments Ltd Liability Co	–	–	–	–	Not filed
Metis Global Partners, LLC	–	–	–	–	Not filed
MAI Capital Management	–	–	–	–	Not filed
Kovitz Investment Group Partners, LLC	–	–	–	–	Not filed
Sowell Financial Services LLC	–	–	–	–	Not filed
Capital International Inc	–	–	–	–	Not filed
Militia Capital Management LLC	–	–	–	–	Not filed
Intech Investment Management LLC	–	–	–	–	Not filed
Abound Financial, LLC	–	–	–	–	Not filed