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Strategy Inc

MSTR
Exchange
Nasdaq
Industry
Finance Services
SEC CIK
0001050446

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 classesSTRCSTRDSTRFSTRK

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
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 853 institutions
Value held
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026853$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$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
InstitutionSharesValue% of portfolioChange in sharesAction
Concord Wealth Partners––––Not filed
Rossby Financial, LCC––––Not filed
TD Private Client Wealth LLC––––Not filed
BankPlus Trust Department––––Not filed
Synergy Investment Management, LLC––––Not filed
Beacon Investment Advisory Services, Inc.––––Not filed
RMG Wealth Management LLC––––Not filed
Sittner & Nelson, LLC––––Not filed
Principia Wealth Advisory, LLC––––Not filed
NVWM, LLC––––Not filed
Hughes Financial Services, LLC––––Not filed
Bell Investment Advisors, Inc––––Not filed
Investment Research & Advisory Group, Inc.––––Not filed
NBH Bank––––Not filed
Ares Financial Consulting, LLC––––Not filed
Quaker Wealth Management, LLC––––Not filed
Berkshire Capital Holdings Inc––––Not filed
Trust Co of Vermont––––Not filed
Gordian Capital Singapore Pte Ltd––––Not filed
Basepoint Wealth LLC––––Not filed
Oakworth Capital, Inc.––––Not filed
Park Place Capital Corp––––Not filed
Tidemark, LLC––––Not filed
High Note Wealth, LLC––––Not filed
Davis Capital Management––––Not filed
Tounjian Advisory Partners, LLC––––Not filed
Ameriflex Group, Inc.––––Not filed
Torren Management, LLC––––Not filed
West Paces Advisors Inc.––––Not filed
Financial Network Wealth Advisors LLC––––Not filed
Burk Holdings LLC––––Not filed
Stone House Investment Management, LLC––––Not filed
Breakwater Investment Management––––Not filed
Essential Investment Partners LLC––––Not filed
South State Corp.––––Not filed
Federated Hermes, Inc.––––Not filed
IMA Wealth, Inc.––––Not filed
Godfrey Financial Associates, Inc.––––Not filed
Signature Equity Partners, LLC––––Not filed
Halbert Hargrove Global Advisors, LLC––––Not filed
Mather Group, LLC.––––Not filed
Duncker Streett & Co Inc––––Not filed
Plante Moran Financial Advisors, LLC––––Not filed
JFS Wealth Advisors, LLC––––Not filed
Valued Wealth Advisors LLC––––Not filed
Markowski Investments––––Not filed
ORG Wealth Partners, LLC––––Not filed
Grove Bank & Trust––––Not filed
ParaFi Capital LP––––Not filed
3 Factor Indexing, LLC––––Not filed
Darwin Advisors, LLC––––Not filed
Roble, Belko & Company, Inc––––Not filed
Evolution Advisers, Inc.––––Not filed
Coppell Advisory Solutions LLC––––Not filed