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
AssuredPartners Investment Advisors, LLC	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
Panoramic Investment Advisors, LLC	–	–	–	–	Not filed
Investment Partners Asset Management, Inc.	–	–	–	–	Not filed
Caxton Associates LLP	–	–	–	–	Not filed
Frec Markets, Inc.	–	–	–	–	Not filed
Evergreen Capital Management LLC	–	–	–	–	Not filed
Primoris Wealth Advisors, LLC	–	–	–	–	Not filed
Rahlfs Capital, LLC	–	–	–	–	Not filed
Daviman Financial, LLC	–	–	–	–	Not filed
Callan Family Office, LLC	–	–	–	–	Not filed
Bulltick Wealth Management, LLC	–	–	–	–	Not filed
Gsa Capital Partners LLP	–	–	–	–	Not filed
Wedmont Private Capital	–	–	–	–	Not filed
IAG Wealth Partners, LLC	–	–	–	–	Not filed
Diligent Investors, LLC	–	–	–	–	Not filed
Westpac Banking Corp	–	–	–	–	Not filed
Prime Capital Investment Advisors, LLC	–	–	–	–	Not filed
Brighton Jones LLC	–	–	–	–	Not filed
International Assets Investment Management, LLC	–	–	–	–	Not filed
Kera Capital Partners, Inc.	–	–	–	–	Not filed
BridgePort Financial Solutions, LLC	–	–	–	–	Not filed
Regions Financial Corp	–	–	–	–	Not filed
Quarry LP	–	–	–	–	Not filed
Ostrum Asset Management	–	–	–	–	Not filed
Allianz SE	–	–	–	–	Not filed
E Fund Management (Hong Kong) Co., Ltd.	–	–	–	–	Not filed
Avanza Fonder AB	–	–	–	–	Not filed
TSFG, LLC	–	–	–	–	Not filed
Close Asset Management Ltd	–	–	–	–	Not filed
683 Capital Management, LLC	–	–	–	–	Not filed
Purpose Unlimited Inc.	–	–	–	–	Not filed
Penserra Capital Management LLC	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Livforsakringsbolaget Skandia, Omsesidigt	–	–	–	–	Not filed
Operose Advisors LLC	–	–	–	–	Not filed
MB, Levis & Associates, LLC	–	–	–	–	Not filed
Hollencrest Capital Management	–	–	–	–	Not filed
Miller Capital Partners, Inc.	–	–	–	–	Not filed
McGuire Capital Advisors Inc	–	–	–	–	Not filed
Financial Perspectives, Inc	–	–	–	–	Not filed
Private Trust Co NA	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
Aventura Private Wealth, LLC	–	–	–	–	Not filed
Evelyn Partners Group Ltd	–	–	–	–	Not filed
Lazard Asset Management LLC	–	–	–	–	Not filed
Sterling Capital Management LLC	–	–	–	–	Not filed
SOA Wealth Advisors, LLC.	–	–	–	–	Not filed
Glass Jacobson Investment Advisors llc	–	–	–	–	Not filed
Abound Wealth Management	–	–	–	–	Not filed
Clear Street Markets LLC	–	–	–	–	Not filed
Ionic Capital Management LLC	–	–	–	–	Not filed
Skylands Capital, LLC	–	–	–	–	Not filed
PlanVest Financial, Inc	–	–	–	–	Not filed
WPG Advisers, LLC	–	–	–	–	Not filed
TD Waterhouse Canada Inc.	–	–	–	–	Not filed
IFG Advisory, LLC	–	–	–	–	Not filed
NBC Securities, Inc.	–	–	–	–	Not filed
Compass Financial Management LLC	–	–	–	–	Not filed
Strategic Advocates LLC	–	–	–	–	Not filed
Cornerstone Planning Group LLC	–	–	–	–	Not filed
Y.D. More Investments Ltd	–	–	–	–	Not filed
Action Point Financial Planning, LLC	–	–	–	–	Not filed
Vega Investment Solutions	–	–	–	–	Not filed
JTC Employer Solutions Trusteee Ltd	–	–	–	–	Not filed
Ronald Blue Trust, Inc.	–	–	–	–	Not filed
Pin Oak Investment Advisors Inc	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA	–	–	–	–	Not filed
HighMark Wealth Management LLC	–	–	–	–	Not filed
N.E.W. Advisory Services LLC	–	–	–	–	Not filed
Mosley Wealth Management	–	–	–	–	Not filed
Wilkerson Advisory Group LLC	–	–	–	–	Not filed
BigSur Wealth Management LLC	–	–	–	–	Not filed
City State Bank	–	–	–	–	Not filed
REAP Financial Group, LLC	–	–	–	–	Not filed
Basecamp Wealth Advisors LLC	–	–	–	–	Not filed
Moisand Fitzgerald Tamayo, LLC	–	–	–	–	Not filed
MTM Investment Management, LLC	–	–	–	–	Not filed
SHP Wealth Management	–	–	–	–	Not filed
V-Square Quantitative Management LLC	–	–	–	–	Not filed
Evermay Wealth Management LLC	–	–	–	–	Not filed
MCF Advisors LLC	–	–	–	–	Not filed
Bogart Wealth, LLC	–	–	–	–	Not filed
St Germain D J Co Inc	–	–	–	–	Not filed
Compagnie Lombard Odier SCmA	–	–	–	–	Not filed
Banque Cantonale Vaudoise	–	–	–	–	Not filed
Capital Advisors, Ltd. LLC	–	–	–	–	Not filed
Ankerstar Wealth, LLC	–	–	–	–	Not filed
Chesapeake Asset Management LLC	–	–	–	–	Not filed
First Command Advisory Services, Inc.	–	–	–	–	Not filed
Zions Bancorporation, National Association	–	–	–	–	Not filed
Assetmark, Inc	–	–	–	–	Not filed
Guardian Partners Inc.	–	–	–	–	Not filed
Banque Transatlantique SA	–	–	–	–	Not filed
MPWM Advisory Solutions, LLC	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
North Star Investment Management Corp.	–	–	–	–	Not filed
Continuum Advisory, LLC	–	–	–	–	Not filed