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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
Turner Capital Investments, LLC0$00.00%−4,206−100.0%Sold out
Glenmede Trust Co NA0$00.00%−3,240−100.0%Sold out
Walleye Partners, LLC0$00.00%−3,201−100.0%Sold out
Abc Arbitrage SA0$00.00%−3,073−100.0%Sold out
Millennium Management LLC0$00.00%−3,000−100.0%Sold out
Greenleaf Trust0$00.00%−2,908−100.0%Sold out
We Are One Seven, LLC0$00.00%−2,864−100.0%Sold out
Vise Technologies, Inc.0$00.00%−2,299−100.0%Sold out
Mizuho Markets Americas LLC0$00.00%−2,796−100.0%Sold out
Norden Group LLC0$00.00%−2,783−100.0%Sold out
Greenline Wealth Management LLC0$00.00%−2,743−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−2,716−100.0%Sold out
Clear Creek Financial Management, LLC0$00.00%−2,611−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−2,553−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−2,467−100.0%Sold out
Prospect Financial Services LLC0$00.00%−2,461−100.0%Sold out
Victory Financial Group, LLC0$00.00%−2,364−100.0%Sold out
GWN Securities Inc.0$00.00%−2,325−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−2,303−100.0%Sold out
Panagora Asset Management Inc0$00.00%−2,300−100.0%Sold out
Correct Capital Wealth Management0$00.00%−2,281−100.0%Sold out
United Advisor Group, LLC0$00.00%−2,253−100.0%Sold out
Texas Capital Bank Wealth Management Services Inc0$00.00%−2,248−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−2,245−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−2,235−100.0%Sold out
LongView Wealth Management0$00.00%−2,020−100.0%Sold out
Great Valley Advisor Group, Inc.0$00.00%−2,201−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−2,189−100.0%Sold out
Navigation Group, LLC0$00.00%−2,146−100.0%Sold out
Pettinga Financial Advisors, LLC0$00.00%−2,103−100.0%Sold out
Elevation Advisory Partners LLC0$00.00%−1,602−100.0%Sold out
BayBridge Capital Group, LLC0$00.00%−1,660−100.0%Sold out
ZEGA Investments, LLC0$00.00%−2,020−100.0%Sold out
Americana Partners, LLC0$00.00%−2,017−100.0%Sold out
KLCM Advisors, Inc.0$00.00%−2,010−100.0%Sold out
Up Strategic Wealth Investment Advisors LLC0$00.00%−1,393−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−2,000−100.0%Sold out
Frisch Financial Group, Inc.0$00.00%−2,000−100.0%Sold out
WealthTrust Asset Management, LLC0$00.00%−2,000−100.0%Sold out
Frank, Rimerman Advisors LLC0$00.00%−1,999−100.0%Sold out
Miracle Mile Advisors, LLC0$00.00%−1,988−100.0%Sold out
TCP Asset Management, LLC0$00.00%−1,984−100.0%Sold out
Smith, Moore & Co.0$00.00%−1,982−100.0%Sold out
Gilman Hill Asset Management, LLC0$00.00%−1,962−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−1,960−100.0%Sold out
Harfst & Associates, Inc.0$00.00%−1,950−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−1,931−100.0%Sold out
TL Private Wealth0$00.00%−1,860−100.0%Sold out
Riverview Capital Advisers, LLC0$00.00%−1,908−100.0%Sold out
Clientfirst Wealth Management, LLC0$00.00%−1,900−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−1,890−100.0%Sold out
Lodestar Private Asset Management LLC0$00.00%−1,888−100.0%Sold out
Cane Capital Partners, LLC0$00.00%−1,882−100.0%Sold out
Claro Advisors LLC0$00.00%−1,871−100.0%Sold out
Milestone Asset Management, LLC0$00.00%−1,868−100.0%Sold out
Strategic Blueprint, LLC0$00.00%−1,863−100.0%Sold out
McAdam, LLC0$00.00%−1,860−100.0%Sold out
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co0$00.00%−1,235−100.0%Sold out
LBMC Investment Advisors, LLC0$00.00%−1,858−100.0%Sold out
MLG Wealth Management DBA Pine Grove Financial Group0$00.00%−1,814−100.0%Sold out
Avidian Wealth Solutions, LLC0$00.00%−1,814−100.0%Sold out
Stonehearth Capital Management, LLC0$00.00%−1,797−100.0%Sold out
First Financial Bankshares Inc0$00.00%−1,754−100.0%Sold out
Davenport & Co LLC0$00.00%−1,739−100.0%Sold out
OpenArc Corporate Advisory, LLC0$00.00%−1,733−100.0%Sold out
Tanager Wealth Management LLP0$00.00%−1,731−100.0%Sold out
Foguth Wealth Management, LLC.0$00.00%−1,356−100.0%Sold out
MJP Associates Inc0$00.00%−1,728−100.0%Sold out
Money Concepts Capital Corp0$00.00%−1,719−100.0%Sold out
Powell Investment Advisors, LLC0$00.00%−1,714−100.0%Sold out
Guardian Wealth Advisors, LLC0$00.00%−1,713−100.0%Sold out
Red Door Wealth Management, LLC0$00.00%−1,708−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−1,720−100.0%Sold out
L2 Asset Management, LLC0$00.00%−1,685−100.0%Sold out
Venture Visionary Partners LLC0$00.00%−1,679−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−1,670−100.0%Sold out
Foster Group, Inc.0$00.00%−1,659−100.0%Sold out
Citrine Capital LLC0$00.00%−1,658−100.0%Sold out
Diversified Management Inc0$00.00%−1,650−100.0%Sold out
Abel Hall, LLC0$00.00%−1,640−100.0%Sold out
PYA Waltman Capital, LLC0$00.00%−1,625−100.0%Sold out
HBK Sorce Advisory LLC0$00.00%−1,078−100.0%Sold out
Centurion Wealth Management LLC0$00.00%−1,615−100.0%Sold out
WJ Financial Advisors LLC0$00.00%−1,605−100.0%Sold out
Advisors Preferred, LLC0$00.00%−1,500−100.0%Sold out
Horizon Investments, LLC0$00.00%−1,302−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−1,161−100.0%Sold out
RWM Asset Management, LLC0$00.00%−772−100.0%Sold out
Golden State Equity Partners0$00.00%−706−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−355−100.0%Sold out
Vestor Capital, LLC0$00.00%−338−100.0%Sold out
Whittier Trust Co0$00.00%−300−100.0%Sold out
Timothy G. Youngquist 2020 Irrevocable Trust0$00.00%−296−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−277−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−144−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−130−100.0%Sold out
Kemnay Advisory Services Inc.0$00.00%−126−100.0%Sold out
Root Financial Partners, LLC0$00.00%−123−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−122−100.0%Sold out
Financial Freedom, LLC0$00.00%−115−100.0%Sold out