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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 852 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thurston, Springer, Miller, Herd & Titak, Inc. | 74 | $6.43K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 75 | $6.52K | 0.00% | −30−28.6% | Reduced |
| Silver Grove Financial Group, Inc. | 75 | $6.52K | 0.00% | +75 | New |
| Colonial Trust Advisors | 80 | $6.95K | 0.00% | −100−55.6% | Reduced |
| Gilpin Wealth Management, LLC | 80 | $6.96K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 81 | $7.04K | 0.01% | +32+65.3% | Added |
| Crewe Advisors LLC | 82 | $7.13K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 85 | $7.39K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 88 | $7.65K | 0.00% | +53+151.4% | Added |
| Altshuler Shaham Ltd | 90 | $7.82K | 0.00% | −8−8.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $8.69K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 101 | $8.78K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 101 | $8.78K | 0.00% | +101 | New |
| Vima LLC | 103 | $8.95K | 0.01% | +103 | New |
| JPL Wealth Management, LLC | 104 | $9.04K | 0.00% | +5+5.1% | Added |
| PayPay Securities Corp | 106 | $9.21K | 0.35% | +57+116.3% | Added |
| CVA Family Office, LLC | 118 | $10.3K | 0.00% | −96−44.9% | Reduced |
| Cheviot Value Management, LLC | 120 | $10.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 125 | $11.0K | 0.01% | −182−59.3% | Reduced |
| Avion Wealth | 128 | $11.0K | 0.00% | −28−17.9% | Reduced |
| Nemes Rush Group LLC | 136 | $11.8K | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 140 | $12.2K | 0.00% | −400−74.1% | Reduced |
| Private Wealth Management Group, LLC | 140 | $12.2K | 0.00% | −18−11.4% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 150 | $13.0K | 0.01% | +150 | New |
| LifeSteps Financial, Inc. | 153 | $13.3K | 0.01% | +153 | New |
| Catalyst Capital Advisors LLC | 154 | $13.4K | 0.00% | +58+60.4% | Added |
| Keating Financial Advisory Services, Inc. | 156 | $13.6K | 0.00% | +90+136.4% | Added |
| Creative Financial Designs Inc | 157 | $13.6K | 0.00% | −722−82.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 160 | $13.9K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 160 | $13.9K | 0.01% | +160 | New |
| Parkside Financial Bank & Trust | 163 | $14.2K | 0.00% | +12+7.9% | Added |
| Horrell Capital Management, Inc. | 169 | $14.7K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 169 | $14.7K | 0.00% | +9+5.6% | Added |
| Quintet Private Bank (Europe) S.A. | 175 | $15.2K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 177 | $15.4K | 0.00% | −3−1.7% | Reduced |
| Salomon & Ludwin, LLC | 166 | $15.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 195 | $16.0K | 0.01% | +195 | New |
| Atlantic Trust, LLC | 192 | $16.7K | 0.00% | −1−0.5% | Reduced |
| Costello Asset Management, INC | 200 | $17.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 201 | $17.5K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 202 | $17.6K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 210 | $18.3K | 0.00% | +194+1,212.5% | Added |
| Strategic Wealth Partners, Ltd. | 223 | $19.4K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 223 | $19.4K | 0.02% | +223 | New |
| Westside Investment Management, Inc. | 225 | $19.6K | 0.00% | +10+4.7% | Added |
| Atlantic Union Bankshares Corp | 226 | $19.6K | 0.00% | −440−66.1% | Reduced |
| Quent Capital, LLC | 232 | $20.2K | 0.00% | +140+152.2% | Added |
| Harbor Investment Advisory, LLC | 250 | $21.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 267 | $23.2K | 0.00% | +100+59.9% | Added |
| Salem Investment Counselors Inc | 271 | $23.6K | 0.00% | +10+3.8% | Added |
| Triumph Capital Management | 282 | $24.5K | 0.00% | +51+22.1% | Added |
| Ancora Advisors, LLC | 290 | $25.2K | 0.00% | +153+111.7% | Added |
| Whittier Trust Co of Nevada Inc | 263 | $25.6K | 0.00% | +50+23.5% | Added |
| North Star Investment Management Corp. | 300 | $26.1K | 0.00% | −33−9.9% | Reduced |
| Continuum Advisory, LLC | 300 | $26.1K | 0.00% | +300 | New |
| Pinnacle Wealth Planning Services, Inc. | 307 | $26.7K | 0.00% | −256−45.5% | Reduced |
| MPWM Advisory Solutions, LLC | 320 | $27.8K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 280 | $28.0K | 0.00% | −125−30.9% | Reduced |
| Assetmark, Inc | 325 | $28.3K | 0.00% | −660−67.0% | Reduced |
| Guardian Partners Inc. | 325 | $28.3K | 0.00% | +325 | New |
| Zions Bancorporation, National Association | 326 | $28.3K | 0.00% | +149+84.2% | Added |
| First Command Advisory Services, Inc. | 342 | $29.7K | 0.00% | +309+936.4% | Added |
| Chesapeake Asset Management LLC | 349 | $29.8K | 0.02% | +313+869.4% | Added |
| Ankerstar Wealth, LLC | 348 | $30.3K | 0.03% | −2,779−88.9% | Reduced |
| Capital Advisors, Ltd. LLC | 360 | $31.0K | 0.00% | −10−2.7% | Reduced |
| Banque Cantonale Vaudoise | 368 | $32.0K | 0.00% | −4,825−92.9% | Reduced |
| Compagnie Lombard Odier SCmA | 370 | $32.2K | 0.00% | −9,625−96.3% | Reduced |
| St Germain D J Co Inc | 374 | $32.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 384 | $33.4K | 0.00% | −1−0.3% | Reduced |
| MCF Advisors LLC | 407 | $35.4K | 0.00% | −100−19.7% | Reduced |
| Evermay Wealth Management LLC | 427 | $37.1K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 431 | $37.5K | 0.00% | +57+15.2% | Added |
| SHP Wealth Management | 434 | $37.7K | 0.00% | −983−69.4% | Reduced |
| MTM Investment Management, LLC | 440 | $38.2K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 441 | $38.3K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 451 | $39.2K | 0.01% | −157−25.8% | Reduced |
| REAP Financial Group, LLC | 455 | $39.6K | 0.01% | 00.0% | Unchanged |
| City State Bank | 480 | $41.7K | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 500 | $43.5K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 504 | $43.8K | 0.01% | +6+1.2% | Added |
| Mosley Wealth Management | 513 | $44.6K | 0.01% | −1,143−69.0% | Reduced |
| N.E.W. Advisory Services LLC | 522 | $45.4K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 532 | $46.2K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 545 | $47.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 547 | $47.5K | 0.00% | +30+5.8% | Added |
| Pin Oak Investment Advisors Inc | 548 | $48.0K | 0.03% | +1+0.2% | Added |
| Ronald Blue Trust, Inc. | 562 | $48.8K | 0.00% | −186−24.9% | Reduced |
| Burkett Financial Services, LLC | 562 | $48.9K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 600 | $52.0K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 627 | $54.5K | 0.01% | +627 | New |
| Action Point Financial Planning, LLC | 678 | $58.9K | 0.01% | +678 | New |
| Y.D. More Investments Ltd | 730 | $63.5K | 0.00% | +730 | New |
| Cornerstone Planning Group LLC | 635 | $63.5K | 0.01% | −55−8.0% | Reduced |
| Strategic Advocates LLC | 754 | $65.5K | 0.25% | −152−16.8% | Reduced |
| Compass Financial Management LLC | 764 | $71.2K | 0.01% | +764 | New |
| NBC Securities, Inc. | 820 | $71.3K | 0.00% | −5−0.6% | Reduced |
| IFG Advisory, LLC | 823 | $71.5K | 0.00% | +823 | New |
| Versant Capital Management, Inc | 851 | $74.0K | 0.01% | −58−6.4% | Reduced |