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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; 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
Wall Street Financial Group, Inc.0$00.00%−111−100.0%Sold out
Portus Wealth Advisors, LLC0$00.00%−100−100.0%Sold out
Bessemer Group Inc0$00.00%−94−100.0%Sold out
WealthCollab, LLC0$00.00%−89−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−66−100.0%Sold out
Rosenberg Matthew Hamilton0$00.00%−60−100.0%Sold out
Edmond de Rothschild Holding S.A.0$00.00%−56−100.0%Sold out
First Horizon Corp0$00.00%−54−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%−50−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−43−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−37−100.0%Sold out
Wellington-Altus USA Inc.0$00.00%−50−100.0%Sold out
Strive Financial Group ,LLC0$00.00%−30−100.0%Sold out
Curio Wealth, LLC0$00.00%−30−100.0%Sold out
Align Financial, LLC0$00.00%−30−100.0%Sold out
PFS Partners, LLC0$00.00%−21−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−19−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−18−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−13−100.0%Sold out
Bank of Jackson Hole Trust0$00.00%−12−100.0%Sold out
NBT Bank N A0$00.00%−11−100.0%Sold out
GHP Investment Advisors, Inc.0$00.00%−9−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−9−100.0%Sold out
Tanglewood Legacy Advisors, LLC0$00.00%−9−100.0%Sold out
Fortitude Family Office, LLC0$00.00%−8−100.0%Sold out
Bare Financial Services, Inc0$00.00%−8−100.0%Sold out
LRI Investments, LLC0$00.00%−8−100.0%Sold out
Kilter Group LLC0$00.00%−7−100.0%Sold out
TopTier Wealth Management, LLC0$00.00%−4−100.0%Sold out
DecisionPoint Financial, LLC0$00.00%−3−100.0%Sold out
Clear Investment Research, LLC0$00.00%−3−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−2−100.0%Sold out
Brown, Lisle/Cummings, Inc.0$00.00%−2−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−1−100.0%Sold out
Coston, McIsaac & Partners0$00.00%−4−100.0%Sold out
Wall Street Access Asset Management, LLC0$00.00%−430−100.0%Sold out
CWM, LLC––––Not filed
Janus Henderson Group PLC––––Not filed
GM Advisory Group, Inc.––––Not filed
U.S. Capital Wealth Advisors, LLC––––Not filed
Skopos Labs, Inc.––––Not filed
Northeast Financial Group, Inc.––––Not filed
True Vision MN LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed
Coastline Complete Wealth LLC––––Not filed
Evanson Asset Management, LLC––––Not filed
Mill Creek Capital Advisors, LLC––––Not filed
Evelyn Partners Investment Management (Europe) Ltd––––Not filed
My Portfolio Guide, LLC––––Not filed
McIlrath & Eck, LLC––––Not filed