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Livermore
Livermore
ZHEN

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; 852 institutions reported holding it in 13F filings for Q2 2026, worth $18.2B in total; no superinvestor holds it.

Other share classesSTRCSTRDSTRFSTRK

13F holders, Q2 2026

Institutional positions in Strategy Inc as of Jun 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

Institutional holders
852
−80 vs. Q1 2026
Shares held
209.5M
+11.8M (+6.0%) vs. Q1 2026
Total value
$18.2B
−$6.42B (−26.1%) vs. Q1 2026
New holders
104
365 more added
Sold out
184
271 more reduced

14 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 852 institutions
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: 852 institutions
Value heldQ2 2026: $18.2B
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 2026852$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, Q2 2026

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2026.

Institutions holding MSTR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Roble, Belko & Company, Inc3$00.00%−27−90.0%Reduced
Evolution Advisers, Inc.2$00.00%+2New
Darwin Advisors, LLC0$200.00%0New
3 Factor Indexing, LLC1$870.00%00.0%Unchanged
Grove Bank & Trust1$870.00%+1New
ParaFi Capital LP1$870.00%+1New
ORG Wealth Partners, LLC2$1720.00%00.0%Unchanged
Duncker Streett & Co Inc2$1740.00%00.0%Unchanged
JFS Wealth Advisors, LLC2$1740.00%00.0%Unchanged
Valued Wealth Advisors LLC2$1740.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2$1740.00%+2New
Markowski Investments2$1740.00%+2New
Mather Group, LLC.3$2360.00%−20−87.0%Reduced
Halbert Hargrove Global Advisors, LLC3$2580.00%+3New
South State Corp.3$2610.00%−13−81.3%Reduced
IMA Wealth, Inc.3$2610.00%00.0%Unchanged
Godfrey Financial Associates, Inc.3$2610.00%00.0%Unchanged
Federated Hermes, Inc.3$2610.00%+3New
Signature Equity Partners, LLC3$2610.00%+3New
Stone House Investment Management, LLC5$4350.00%−16−76.2%Reduced
Essential Investment Partners LLC5$4350.00%00.0%Unchanged
Breakwater Investment Management5$4350.00%+5New
Burk Holdings LLC6$5220.00%00.0%Unchanged
West Paces Advisors Inc.6$5220.00%+6New
Financial Network Wealth Advisors LLC6$5220.00%+6New
High Note Wealth, LLC8$6950.00%−19−70.4%Reduced
Torren Management, LLC8$6950.00%00.0%Unchanged
Davis Capital Management8$6950.00%+4+100.0%Added
Ameriflex Group, Inc.8$6950.00%+7+700.0%Added
Tounjian Advisory Partners, LLC8$6950.00%+8New
Park Place Capital Corp9$7820.00%−27−75.0%Reduced
Oakworth Capital, Inc.9$7820.00%00.0%Unchanged
Tidemark, LLC9$7820.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd10$8690.00%−850−98.8%Reduced
Berkshire Capital Holdings Inc10$8690.00%00.0%Unchanged
Basepoint Wealth LLC10$8690.00%00.0%Unchanged
Trust Co of Vermont10$8690.00%+10New
Quaker Wealth Management, LLC10$8700.00%−198−95.2%Reduced
Ares Financial Consulting, LLC11$9560.00%−784−98.6%Reduced
Investment Research & Advisory Group, Inc.5$1.04K0.00%00.0%Unchanged
NBH Bank12$1.04K0.00%+12New
Bell Investment Advisors, Inc12$1.04K0.00%−40−76.9%Reduced
NVWM, LLC13$1.13K0.00%00.0%Unchanged
Hughes Financial Services, LLC13$1.13K0.00%+7+116.7%Added
Principia Wealth Advisory, LLC14$1.22K0.00%−1−6.7%Reduced
Sittner & Nelson, LLC15$1.30K0.00%00.0%Unchanged
RMG Wealth Management LLC14$1.33K0.00%00.0%Unchanged
Beacon Investment Advisory Services, Inc.16$1.39K0.00%00.0%Unchanged
Synergy Investment Management, LLC15$1.40K0.00%+15New
TD Private Client Wealth LLC17$1.48K0.00%−27−61.4%Reduced
BankPlus Trust Department17$1.48K0.00%00.0%Unchanged
Rossby Financial, LCC18$1.56K0.00%−1,197−98.5%Reduced
Concord Wealth Partners18$1.56K0.00%+18New
Planning Strategies Inc.18$1.56K0.00%+18New
Transamerica Financial Advisors, Inc.19$1.65K0.00%−1−5.0%Reduced
Winch Advisory Services, LLC19$1.65K0.00%00.0%Unchanged
Addison Advisors LLC20$1.74K0.00%00.0%Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management22$1.91K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC24$2.09K0.00%−1−4.0%Reduced
Pinney & Scofield, Inc.25$2.17K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC27$2.35K0.00%−95−77.9%Reduced
Miller Global Investments, LLC28$2.43K0.00%00.0%Unchanged
MV Capital Management, Inc.30$2.61K0.00%−101−77.1%Reduced
Delta Asset Management LLC30$2.61K0.00%00.0%Unchanged
Pacific Center for Financial Services30$2.61K0.00%00.0%Unchanged
Chung Wu Investment Group, LLC30$2.61K0.00%+15+100.0%Added
Cape Investment Advisory, Inc.30$2.61K0.00%+30New
Raffa Wealth Management, LLC32$2.78K0.00%+6+23.1%Added
S&T Bank32$2.78K0.00%+32New
American Capital Advisory, LLC33$2.87K0.00%00.0%Unchanged
Manchester Capital Management LLC34$2.96K0.00%+7+25.9%Added
Rialto Wealth Management, LLC35$3.04K0.00%+23+191.7%Added
Essential Partners LLC36$3.13K0.00%+36New
Highline Wealth Partners LLC37$3.22K0.00%+3+8.8%Added
Albion Financial Group37$3.22K0.00%00.0%Unchanged
Activest Wealth Management38$3.30K0.00%−336−89.8%Reduced
Glen Eagle Advisors, LLC40$3.48K0.00%00.0%Unchanged
True Wealth Design, LLC43$3.74K0.00%+27+168.8%Added
Valley National Advisers Inc44$3.83K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC45$3.91K0.00%00.0%Unchanged
Dogwood Wealth Management LLC46$4.00K0.00%+6+15.0%Added
Steigerwald, Gordon & Koch Inc.48$4.17K0.00%−557−92.1%Reduced
Chilton Capital Management LLC48$4.17K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.49$4.26K0.00%00.0%Unchanged
Trust Co50$4.35K0.00%−1−2.0%Reduced
HM Payson & Co50$4.35K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.50$4.35K0.00%00.0%Unchanged
Bank of New Hampshire50$4.35K0.00%00.0%Unchanged
Millstone Evans Group, LLC50$4.35K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.50$4.35K0.00%00.0%Unchanged
Bullock Wealth Management Group50$4.67K0.00%00.0%Unchanged
MidFirst Bank54$4.69K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC54$4.75K0.00%+11+25.6%Added
Umb Bank N A58$5.04K0.00%+8+16.0%Added
Osbon Capital Management LLC60$5.21K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.60$5.22K0.00%00.0%Unchanged
Spectrum Wealth Advisory Group, LLC67$5.82K0.00%+67New
Forum Finance Group S.A.90$6.00K0.00%+5+5.9%Added
UMA Financial Services, Inc.72$6.22K0.00%−77−51.7%Reduced
Asset Dedication, LLC72$6.26K0.00%+15+26.3%Added