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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 815 | $76.1K | 0.00% | +167+25.8% | Added |
| WPG Advisers, LLC | 949 | $82.5K | 0.05% | +345+57.1% | Added |
| PlanVest Financial, Inc | 965 | $83.9K | 0.06% | +199+26.0% | Added |
| Skylands Capital, LLC | 1,000 | $86.9K | 0.01% | +1,000 | New |
| Ionic Capital Management LLC | 1,016 | $88.3K | 0.08% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,056 | $91.8K | 0.02% | +1,056 | New |
| Abound Wealth Management | 1,057 | $91.8K | 0.02% | +310+41.5% | Added |
| Glass Jacobson Investment Advisors llc | 1,079 | $93.8K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,107 | $96.2K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,217 | $105.8K | 0.00% | +247+25.5% | Added |
| Lazard Asset Management LLC | 1,232 | $107.1K | 0.00% | −850−40.8% | Reduced |
| Evelyn Partners Group Ltd | 1,250 | $108.7K | 0.00% | +1,250 | New |
| Aventura Private Wealth, LLC | 1,394 | $121.2K | 0.04% | −130−8.5% | Reduced |
| GAMMA Investing LLC | 1,402 | $121.9K | 0.00% | −429−23.4% | Reduced |
| Private Trust Co NA | 1,451 | $126.1K | 0.01% | +750+107.0% | Added |
| Financial Perspectives, Inc | 1,472 | $128.0K | 0.03% | +931+172.1% | Added |
| McGuire Capital Advisors Inc | 1,514 | $131.6K | 0.07% | −157−9.4% | Reduced |
| Miller Capital Partners, Inc. | 1,555 | $135.2K | 0.05% | −141−8.3% | Reduced |
| Hollencrest Capital Management | 1,582 | $137.5K | 0.01% | +8+0.5% | Added |
| MB, Levis & Associates, LLC | 1,600 | $139.1K | 0.05% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,661 | $144.4K | 0.03% | +1,661 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $147.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,721 | $159.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,886 | $164.0K | 0.00% | +47+2.6% | Added |
| Penserra Capital Management LLC | 1,887 | $164.0K | 0.00% | +409+27.7% | Added |
| Purpose Unlimited Inc. | 1,885 | $164.1K | 0.01% | −862−31.4% | Reduced |
| 683 Capital Management, LLC | 1,900 | $165.2K | 0.02% | +1,900 | New |
| Close Asset Management Ltd | 1,937 | $168.0K | 0.00% | −1,335−40.8% | Reduced |
| TSFG, LLC | 2,028 | $176.0K | 0.02% | −365−15.3% | Reduced |
| Avanza Fonder AB | 2,122 | $184.5K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2,147 | $186.6K | 0.06% | +260+13.8% | Added |
| Allianz SE | 2,261 | $196.5K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,262 | $196.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 2,302 | $200.1K | 0.03% | +2,302 | New |
| CX Institutional | 2,316 | $201.0K | 0.01% | +1,024+79.3% | Added |
| Regions Financial Corp | 2,329 | $202.5K | 0.00% | +2,329 | New |
| BridgePort Financial Solutions, LLC | 2,330 | $202.5K | 0.05% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,343 | $203.7K | 0.02% | +138+6.3% | Added |
| International Assets Investment Management, LLC | 2,182 | $203.8K | 0.01% | −1,021−31.9% | Reduced |
| Brighton Jones LLC | 2,351 | $204.4K | 0.00% | +116+5.2% | Added |
| Prime Capital Investment Advisors, LLC | 2,365 | $205.6K | 0.00% | −477−16.8% | Reduced |
| Westpac Banking Corp | 2,377 | $206.6K | 0.01% | +1,721+262.3% | Added |
| Diligent Investors, LLC | 2,385 | $207.3K | 0.05% | +50+2.1% | Added |
| IAG Wealth Partners, LLC | 2,388 | $207.6K | 0.02% | +934+64.2% | Added |
| Wedmont Private Capital | 2,194 | $207.7K | 0.01% | −2,557−53.8% | Reduced |
| Gsa Capital Partners LLP | 2,412 | $210.0K | 0.01% | +2,412 | New |
| Bulltick Wealth Management, LLC | 2,417 | $210.1K | 0.04% | +204+9.2% | Added |
| Callan Family Office, LLC | 2,424 | $210.7K | 0.00% | −293−10.8% | Reduced |
| Daviman Financial, LLC | 2,437 | $211.8K | 0.12% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 2,485 | $216.0K | 0.16% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,492 | $216.6K | 0.10% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,500 | $217.3K | 0.00% | −1,750−41.2% | Reduced |
| Frec Markets, Inc. | 2,505 | $217.8K | 0.02% | +417+20.0% | Added |
| Caxton Associates LLP | 2,523 | $219.3K | 0.00% | +2,523 | New |
| Investment Partners Asset Management, Inc. | 2,572 | $223.6K | 0.12% | +11+0.4% | Added |
| Panoramic Investment Advisors, LLC | 2,573 | $223.7K | 0.11% | +57+2.3% | Added |
| Rothschild Investment LLC | 2,581 | $224.4K | 0.01% | +22+0.9% | Added |
| AssuredPartners Investment Advisors, LLC | 2,590 | $225.2K | 0.02% | +262+11.3% | Added |
| Avantax Planning Partners, Inc. | 2,591 | $225.2K | 0.01% | +297+12.9% | Added |
| Crossmark Global Holdings, Inc. | 2,594 | $225.5K | 0.00% | −42−1.6% | Reduced |
| Wick Capital Partners, LLC | 2,596 | $225.7K | 0.03% | +211+8.8% | Added |
| Laird Norton Trust Company, LLC | 2,603 | $226.3K | 0.00% | −1,116−30.0% | Reduced |
| Pennsylvania Capital Management Inc | 2,607 | $226.6K | 0.06% | −4−0.2% | Reduced |
| Traynor Capital Management, Inc. | 2,620 | $227.7K | 0.01% | +477+22.3% | Added |
| Canal Capital Management, LLC | 2,634 | $229.0K | 0.03% | −19−0.7% | Reduced |
| Brown Advisory Inc | 2,648 | $230.2K | 0.00% | +519+24.4% | Added |
| Trifecta Capital Advisors, LLC | 2,661 | $231.3K | 0.03% | +10.0% | Added |
| Park Avenue Securities LLC | 2,664 | $232.0K | 0.00% | −58−2.1% | Reduced |
| Magnus Financial Group LLC | 2,671 | $232.2K | 0.02% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 2,699 | $234.6K | 0.03% | +15+0.6% | Added |
| Aaron Wealth Advisors | 2,741 | $238.3K | 0.01% | +776+39.5% | Added |
| Mountain Capital Investment Advisors, Inc | 2,759 | $239.8K | 0.03% | +490+21.6% | Added |
| Centiva Capital, LP | 2,764 | $240.3K | 0.01% | −76,338−96.5% | Reduced |
| Baader Bank INC | 2,790 | $242.5K | 0.02% | −2,720−49.4% | Reduced |
| Prepared Retirement Institute LLC | 2,799 | $243.3K | 0.10% | −15,023−84.3% | Reduced |
| Allegheny Financial Group LTD | 2,800 | $243.4K | 0.03% | +11+0.4% | Added |
| DecisionMap Wealth Management, LLC | 2,812 | $244.4K | 0.14% | +64+2.3% | Added |
| Cyndeo Wealth Partners, LLC | 2,823 | $245.4K | 0.01% | −186−6.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,824 | $245.5K | 0.00% | +2,824 | New |
| Carroll Advisory Group, LLC | 2,840 | $246.9K | 0.08% | −598−17.4% | Reduced |
| Engineers Gate Manager LP | 2,840 | $246.9K | 0.00% | +2,840 | New |
| Advisor OS, LLC | 2,872 | $249.7K | 0.02% | −112−3.8% | Reduced |
| Soltis Investment Advisors LLC | 2,883 | $250.7K | 0.01% | −96−3.2% | Reduced |
| National Wealth Management Group, LLC | 2,924 | $254.2K | 0.08% | −17−0.6% | Reduced |
| Massmutual Trust Co FSB | 2,926 | $254.4K | 0.01% | +31+1.1% | Added |
| Monograph Wealth Advisors, LLC | 2,936 | $255.3K | 0.02% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 2,952 | $256.6K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,955 | $256.9K | 0.00% | −855−22.4% | Reduced |
| Quotient Wealth Partners, LLC | 2,994 | $260.2K | 0.01% | +126+4.4% | Added |
| Sava Infond d.o.o. | 3,000 | $260.8K | 0.02% | +300+11.1% | Added |
| Blue Sky Capital Consultants Group, Inc. | 3,009 | $261.6K | 0.11% | −16,432−84.5% | Reduced |
| Cigna Investments Inc | 3,021 | $262.0K | 0.03% | +114+3.9% | Added |
| Key Client Fiduciary Advisors, LLC | 3,022 | $262.7K | 0.08% | +831+37.9% | Added |
| Red Reef Advisors LLC | 3,025 | $263.0K | 0.24% | −72−2.3% | Reduced |
| United Capital Financial Advisers, LLC | 3,027 | $263.1K | 0.00% | −779−20.5% | Reduced |
| Keebeck Wealth Management, LLC | 3,033 | $263.7K | 0.03% | −628−17.2% | Reduced |
| Mutual Advisors, LLC | 3,037 | $264.0K | 0.00% | −32−1.0% | Reduced |
| Parallel Advisors, LLC | 3,048 | $265.0K | 0.00% | −473−13.4% | Reduced |
| Freestone Grove Partners LP | 3,069 | $266.8K | 0.00% | +3,069 | New |
| Cornerstone Advisory, LLC | 3,080 | $267.7K | 0.02% | +3,080 | New |