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 |
|---|---|---|---|---|---|
| Krilogy Financial LLC | 3,082 | $267.9K | 0.01% | +254+9.0% | Added |
| HB Wealth Management, LLC | 3,093 | $268.9K | 0.00% | −1,779−36.5% | Reduced |
| Independent Family Office, LLC | 3,100 | $269.5K | 0.11% | −1,000−24.4% | Reduced |
| Weaver Consulting Group | 3,105 | $269.9K | 0.06% | +3,105 | New |
| Mount Yale Investment Advisors, LLC | 3,109 | $270.3K | 0.01% | +1,314+73.2% | Added |
| Seelaus Asset Management LLC | 3,110 | $270.4K | 0.19% | −225−6.7% | Reduced |
| Cornerstone Wealth Management, LLC | 3,153 | $274.1K | 0.01% | +245+8.4% | Added |
| Waterloo Capital, L.P. | 3,202 | $278.8K | 0.02% | +1,559+94.9% | Added |
| Mutual of America Capital Management LLC | 3,220 | $279.9K | 0.00% | +3,220 | New |
| Ballentine Partners, LLC | 3,224 | $280.3K | 0.00% | −755−19.0% | Reduced |
| Fulcrum Asset Management LLP | 3,038 | $281.6K | 0.03% | +3,038 | New |
| Anchyra Partners LLC | 3,239 | $281.6K | 0.07% | +477+17.3% | Added |
| COFG Advisors, LLC | 3,274 | $284.6K | 0.05% | +3,274 | New |
| Bokf, NA | 3,275 | $284.7K | 0.00% | +953+41.0% | Added |
| Invictus Private Wealth, LLC | 3,280 | $285.1K | 0.02% | −1,500−31.4% | Reduced |
| Paul Damon & Associates, Inc. | 3,323 | $288.9K | 0.11% | −100−2.9% | Reduced |
| Synergy Financial Management, LLC | 3,333 | $289.7K | 0.03% | +276+9.0% | Added |
| Means Investment Co., Inc. | 3,355 | $291.6K | 0.02% | +200+6.3% | Added |
| NewEdge Wealth, LLC | 3,443 | $299.3K | 0.00% | +31+0.9% | Added |
| New York Life Investment Management LLC | 3,496 | $303.9K | 0.00% | +3,496 | New |
| Rainey & Randall Investment Management Inc. | 3,497 | $304.0K | 0.04% | +3,497 | New |
| Clear Harbor Asset Management, LLC | 3,500 | $304.3K | 0.02% | +979+38.8% | Added |
| Signaturefd, LLC | 3,524 | $306.4K | 0.00% | −1,234−25.9% | Reduced |
| Betterment LLC | 3,561 | $310.0K | 0.00% | +3,561 | New |
| Ritholtz Wealth Management | 3,595 | $312.5K | 0.00% | −659−15.5% | Reduced |
| HighPoint Advisor Group LLC | 3,609 | $313.7K | 0.01% | +200+5.9% | Added |
| Gotham Asset Management, LLC | 3,649 | $317.2K | 0.00% | +3,649 | New |
| CMT Capital Markets Trading GmbH | 3,665 | $319.0K | 0.17% | +820+28.8% | Added |
| Steel Peak Wealth Management LLC | 3,690 | $320.8K | 0.01% | −2,406−39.5% | Reduced |
| Simplicity Wealth,LLC | 3,707 | $322.3K | 0.01% | −777−17.3% | Reduced |
| CenterBook Partners LP | 3,737 | $324.9K | 0.02% | +3,737 | New |
| Concurrent Investment Advisors, LLC | 3,770 | $327.8K | 0.00% | −3,969−51.3% | Reduced |
| Principle Wealth Partners LLC | 3,771 | $327.8K | 0.02% | −1,422−27.4% | Reduced |
| Stratos Wealth Advisors, LLC | 3,774 | $328.1K | 0.02% | −3,397−47.4% | Reduced |
| Commerce Bank | 3,799 | $330.2K | 0.00% | −245−6.1% | Reduced |
| Client 1st Advisory Group, LLC | 3,870 | $336.4K | 0.09% | −41−1.0% | Reduced |
| Brookstone Capital Management | 3,881 | $337.4K | 0.00% | +1,486+62.0% | Added |
| Cardiff Park Advisors, LLC | 3,900 | $339.0K | 0.03% | +670+20.7% | Added |
| Savvy Advisors, Inc. | 3,904 | $339.3K | 0.01% | −73−1.8% | Reduced |
| Savant Capital, LLC | 3,123 | $341.9K | 0.00% | −284−8.3% | Reduced |
| Central Trust Co | 3,937 | $342.2K | 0.01% | −25−0.6% | Reduced |
| Discipline Wealth Solutions, LLC | 3,945 | $342.9K | 0.03% | +20+0.5% | Added |
| First Foundation Advisors | 3,992 | $347.0K | 0.01% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 3,999 | $347.6K | 0.02% | −550−12.1% | Reduced |
| Maridea Wealth Management LLC | 4,046 | $351.7K | 0.04% | +1,492+58.4% | Added |
| Financial Sense Advisors, Inc. | 4,068 | $353.6K | 0.07% | +4,068 | New |
| AXS Investments LLC | 4,125 | $358.6K | 0.10% | +710+20.8% | Added |
| EFG International AG | 4,156 | $361.3K | 0.01% | −5,000−54.6% | Reduced |
| Bonfire Financial | 4,185 | $363.8K | 0.23% | −20−0.5% | Reduced |
| Yousif Capital Management, LLC | 4,188 | $364.1K | 0.00% | +126+3.1% | Added |
| Annandale Capital, LLC | 4,269 | $371.0K | 0.05% | +4,269 | New |
| Fifth Third Bancorp | 4,278 | $371.9K | 0.00% | −696−14.0% | Reduced |
| Keybank National Association | 4,315 | $375.1K | 0.00% | −492−10.2% | Reduced |
| Cambria Investment Management, L.P. | 4,324 | $375.9K | 0.02% | −107−2.4% | Reduced |
| Vienna Asset Management LLC | 4,327 | $376.1K | 0.27% | −7,982−64.8% | Reduced |
| Aviso Wealth Management | 4,330 | $376.4K | 0.15% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 4,365 | $379.4K | 0.04% | +570+15.0% | Added |
| Abound Financial, LLC | 4,391 | $381.7K | 0.15% | +135+3.2% | Added |
| Intech Investment Management LLC | 4,411 | $383.4K | 0.00% | +2,228+102.1% | Added |
| Militia Capital Management LLC | 4,450 | $386.8K | 0.07% | +1,500+50.8% | Added |
| Capital International Inc | 4,452 | $387.0K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 4,458 | $387.5K | 0.01% | +66+1.5% | Added |
| Kovitz Investment Group Partners, LLC | 4,464 | $388.1K | 0.01% | +83+1.9% | Added |
| MAI Capital Management | 4,475 | $389.0K | 0.00% | −2,892−39.3% | Reduced |
| Metis Global Partners, LLC | 4,488 | $390.1K | 0.01% | +1,990+79.7% | Added |
| Pine Valley Investments Ltd Liability Co | 4,504 | $391.5K | 0.02% | +74+1.7% | Added |
| Diversify Wealth Management, LLC | 4,095 | $404.0K | 0.01% | +2,137+109.1% | Added |
| Diversify Advisory Services, LLC | 4,095 | $404.0K | 0.01% | +4,095 | New |
| Warren Averett Asset Management, LLC | 4,676 | $406.5K | 0.00% | +808+20.9% | Added |
| Kovack Advisors, Inc. | 4,710 | $414.3K | 0.02% | −26,813−85.1% | Reduced |
| Allworth Financial LP | 4,782 | $415.7K | 0.00% | +1,115+30.4% | Added |
| Moneta Group Investment Advisors LLC | 4,820 | $419.0K | 0.00% | +18+0.4% | Added |
| Woodward Diversified Capital, LLC | 4,834 | $420.2K | 0.19% | +20.0% | Added |
| Valeo Financial Advisors, LLC | 4,847 | $421.4K | 0.01% | +748+18.2% | Added |
| 180 Wealth Advisors, LLC | 4,849 | $421.5K | 0.04% | +2,864+144.3% | Added |
| Snowden Capital Advisors LLC | 4,850 | $421.6K | 0.01% | +4,850 | New |
| Robertson Stephens Wealth Management, LLC | 4,876 | $423.9K | 0.01% | +4,876 | New |
| Principal Securities, Inc. | 4,949 | $430.2K | 0.01% | +1,677+51.3% | Added |
| IFP Advisors, Inc | 4,963 | $431.4K | 0.01% | −35−0.7% | Reduced |
| FIL Ltd | 4,970 | $432.0K | 0.00% | +4,970 | New |
| AdvisorNet Financial, Inc | 4,972 | $432.2K | 0.02% | +50+1.0% | Added |
| Citizens Financial Group Inc | 5,010 | $435.5K | 0.01% | −161−3.1% | Reduced |
| Vestcor Inc | 5,097 | $443.0K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,153 | $447.5K | 0.00% | −292−5.4% | Reduced |
| Alphadyne Asset Management LP | 5,171 | $449.5K | 0.02% | +5,171 | New |
| Perennial Investment Advisors, LLC | 5,171 | $449.5K | 0.03% | −210−3.9% | Reduced |
| Meeder Advisory Services, Inc. | 5,187 | $450.9K | 0.02% | +1,492+40.4% | Added |
| Larson Financial Group LLC | 5,337 | $463.9K | 0.01% | −609−10.2% | Reduced |
| MetLife Investment Management | 5,341 | $464.3K | 0.00% | −552−9.4% | Reduced |
| Hartline Investment Corp | 5,369 | $466.7K | 0.04% | +2,750+105.0% | Added |
| Institute for Wealth Management, LLC. | 5,460 | $474.6K | 0.04% | −1,005−15.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 5,470 | $475.5K | 0.05% | +265+5.1% | Added |
| US Bancorp | 5,471 | $475.6K | 0.00% | −5,511−50.2% | Reduced |
| IPG Investment Advisors LLC | 5,500 | $478.1K | 0.07% | +376+7.3% | Added |
| Principal Financial Group Inc | 5,506 | $478.6K | 0.00% | +1,927+53.8% | Added |
| Merit Financial Group, LLC | 5,541 | $481.7K | 0.00% | −150−2.6% | Reduced |
| Bridgewater Associates, LP | 5,568 | $484.0K | 0.00% | 00.0% | Unchanged |
| TCW Group Inc | 5,568 | $484.0K | 0.00% | +400+7.7% | Added |
| Siemens Fonds Invest GmbH | 5,587 | $485.7K | 0.02% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 5,616 | $488.2K | 0.09% | 00.0% | Unchanged |