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 |
|---|---|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 5,673 | $493.2K | 0.08% | −930−14.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,698 | $495.3K | 0.13% | +84+1.5% | Added |
| Lifeworks Advisors, LLC | 5,744 | $499.3K | 0.05% | −177−3.0% | Reduced |
| Headlands Technologies LLC | 5,750 | $499.8K | 0.05% | −88,424−93.9% | Reduced |
| Arkadios Wealth Advisors | 5,766 | $501.2K | 0.01% | −1,585−21.6% | Reduced |
| Fiduciary Trust Co | 5,766 | $501.2K | 0.01% | −3−0.1% | Reduced |
| Beacon Capital Management, LLC | 5,810 | $505.1K | 0.07% | +128+2.3% | Added |
| Verus Capital Partners, LLC | 5,811 | $505.1K | 0.03% | −159−2.7% | Reduced |
| Finer Wealth Management, Inc. | 5,954 | $517.6K | 0.23% | +25+0.4% | Added |
| E6 Portfolios, LLC | 5,982 | $520.0K | 0.42% | +1,488+33.1% | Added |
| Change Path, LLC | 5,990 | $520.7K | 0.01% | −835−12.2% | Reduced |
| Axxcess Wealth Management, LLC | 6,000 | $521.6K | 0.01% | −6,155−50.6% | Reduced |
| Turner Financial Group, Inc. | 6,057 | $526.6K | 0.52% | +6,057 | New |
| Tradition Wealth Management, LLC | 6,104 | $530.6K | 0.03% | +283+4.9% | Added |
| Capstone Financial Advisors, Inc. | 6,107 | $530.9K | 0.03% | −7,117−53.8% | Reduced |
| LCM Capital Management Inc | 6,139 | $533.7K | 0.23% | −2,000−24.6% | Reduced |
| Nwam LLC | 6,248 | $543.1K | 0.03% | +786+14.4% | Added |
| QRG Capital Management, Inc. | 6,258 | $544.0K | 0.00% | +247+4.1% | Added |
| Sig Brokerage, LP | 6,343 | $551.4K | 0.09% | −1,473−18.8% | Reduced |
| Raiffeisen Bank International AG | 5,980 | $554.2K | 0.01% | +5,792+3,080.9% | Added |
| Fiduciary Alliance LLC | 6,421 | $558.2K | 0.04% | −43,097−87.0% | Reduced |
| Core Wealth Partners LLC | 6,435 | $559.4K | 0.24% | +213+3.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,436 | $559.5K | 0.00% | −2,111−24.7% | Reduced |
| National Asset Management, Inc. | 6,046 | $560.3K | 0.03% | +1,042+20.8% | Added |
| Evergreen Wealth Solutions, LLC | 5,846 | $567.6K | 0.03% | +722+14.1% | Added |
| Convergence Financial, LLC | 6,530 | $567.7K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,531 | $567.7K | 0.02% | +3,610+123.6% | Added |
| E. Ohman J:or Asset Management AB | 6,763 | $587.9K | 0.01% | −2,500−27.0% | Reduced |
| Csenge Advisory Group | 6,784 | $589.7K | 0.02% | +4,889+258.0% | Added |
| Resources Investment Advisors, LLC. | 6,839 | $594.5K | 0.01% | +1,961+40.2% | Added |
| Howard Capital Management Inc. | 6,850 | $595.5K | 0.01% | +6,850 | New |
| Centaurus Financial, Inc. | 6,900 | $600.0K | 0.02% | +100+1.5% | Added |
| Insigneo Advisory Services, LLC | 6,912 | $600.9K | 0.02% | +2,158+45.4% | Added |
| Assenagon Asset Management S.A. | 6,922 | $601.7K | 0.00% | −1,416−17.0% | Reduced |
| Ambassador Advisors, LLC | 6,952 | $604.3K | 0.07% | +49+0.7% | Added |
| Sullivan Wood Capital Management LLC | 7,000 | $608.5K | 0.83% | +7,000 | New |
| Blueshift Asset Management, LLC | 7,050 | $612.9K | 0.14% | +7,050 | New |
| Traphagen Investment Advisors LLC | 7,070 | $614.6K | 0.04% | −207−2.8% | Reduced |
| Capital International Ltd | 7,170 | $623.3K | 0.02% | +201+2.9% | Added |
| Osmosis Investment Management UK Ltd | 7,251 | $630.3K | 0.03% | −6,038−45.4% | Reduced |
| Twin Tree Management, LP | 7,263 | $631.4K | 0.10% | +7,263 | New |
| Patriot Investment Management Inc. | 7,264 | $631.5K | 0.04% | −7,242−49.9% | Reduced |
| EP Wealth Advisors, LLC | 7,348 | $638.8K | 0.00% | +3,022+69.9% | Added |
| UniSuper Management Pty Ltd | 7,373 | $640.9K | 0.00% | +2,273+44.6% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 7,382 | $641.7K | 0.27% | +1,072+17.0% | Added |
| RSM US Wealth Management LLC | 7,438 | $646.6K | 0.01% | −175−2.3% | Reduced |
| J.W. Cole Advisors, Inc. | 7,445 | $647.2K | 0.01% | +7,445 | New |
| Partners Wealth Management, LLC | 7,460 | $648.5K | 0.64% | +382+5.4% | Added |
| Everence Capital Management Inc | 7,485 | $651.0K | 0.03% | +3,601+92.7% | Added |
| Integrity Alliance, LLC. | 7,669 | $666.7K | 0.02% | +1,139+17.4% | Added |
| Sepio Capital, LP | 7,711 | $670.3K | 0.03% | −1,752−18.5% | Reduced |
| Wahed Invest LLC | 7,788 | $677.0K | 0.07% | −318−3.9% | Reduced |
| Wealthcare Advisory Partners LLC | 7,857 | $683.0K | 0.01% | +329+4.4% | Added |
| Oxler Private Wealth LLC | 7,998 | $695.3K | 0.20% | +3,262+68.9% | Added |
| Readystate Asset Management LP | 8,044 | $699.3K | 0.03% | −8,040−50.0% | Reduced |
| Kingsview Wealth Management, LLC | 8,067 | $701.3K | 0.01% | −556−6.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,172 | $710.4K | 0.04% | +1,224+17.6% | Added |
| Thompson David Blair | 8,232 | $715.6K | 0.36% | −173−2.1% | Reduced |
| Spartan Wealth Advisory Services LLC | 8,236 | $716.0K | 0.06% | +1,200+17.1% | Added |
| Aptus Capital Advisors, LLC | 8,258 | $717.9K | 0.01% | +153+1.9% | Added |
| Johns Hopkins University | 8,400 | $730.2K | 0.05% | 00.0% | Unchanged |
| Wallace Hart LLC | 8,400 | $730.2K | 0.46% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 8,403 | $730.5K | 0.01% | +5,351+175.3% | Added |
| Beacon Pointe Advisors, LLC | 8,455 | $735.0K | 0.00% | +2,909+52.5% | Added |
| Prakash Investment Advisors LLC | 8,500 | $738.9K | 0.46% | −6,300−42.6% | Reduced |
| Summit Trail Advisors, LLC | 8,607 | $748.2K | 0.01% | +2,094+32.2% | Added |
| Tower Research Capital LLC (TRC) | 8,639 | $751.0K | 0.02% | −13,818−61.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,764 | $761.8K | 0.02% | −1,243−12.4% | Reduced |
| Sequoia Financial Advisors, LLC | 8,916 | $775.0K | 0.00% | −3,800−29.9% | Reduced |
| Disciplined Investors, L.L.C. | 8,930 | $776.3K | 0.39% | −6,507−42.2% | Reduced |
| Visionary Wealth Advisors | 9,016 | $783.7K | 0.03% | −949−9.5% | Reduced |
| PFG Investments, LLC | 9,182 | $798.2K | 0.03% | +2,048+28.7% | Added |
| SRS Capital Advisors, Inc. | 9,206 | $800.3K | 0.01% | +6,505+240.8% | Added |
| Northwestern Mutual Wealth Management Co | 9,250 | $804.1K | 0.00% | −882−8.7% | Reduced |
| Dynamic Advisor Solutions LLC | 9,266 | $805.5K | 0.02% | −756−7.5% | Reduced |
| North Dakota State Investment Board | 9,276 | $806.4K | 0.03% | +1,535+19.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 9,376 | $815.1K | 0.03% | +740+8.6% | Added |
| Winton Group Ltd | 9,500 | $825.8K | 0.03% | +9,500 | New |
| Formidable Asset Management, LLC | 6,720 | $838.7K | 0.13% | +2,565+61.7% | Added |
| Sage Mountain Advisors LLC | 9,697 | $843.0K | 0.05% | +1,910+24.5% | Added |
| Spire Wealth Management | 9,763 | $848.7K | 0.03% | −2,816−22.4% | Reduced |
| M&T Bank Corp | 9,767 | $848.9K | 0.00% | −5,590−36.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 9,961 | $865.9K | 0.05% | +1,125+12.7% | Added |
| Gladstone Institutional Advisory LLC | 9,997 | $869.0K | 0.03% | +2,524+33.8% | Added |
| PKO Investment Management Joint-Stock Co | 10,000 | $869.3K | 0.06% | +5,000+100.0% | Added |
| Bleakley Financial Group, LLC | 10,104 | $878.3K | 0.01% | −2,696−21.1% | Reduced |
| Brinker Capital Investments, LLC | 10,249 | $890.9K | 0.01% | +544+5.6% | Added |
| Maripau Wealth Management LLC | 9,149 | $892.2K | 0.32% | +2,897+46.3% | Added |
| Jones Financial Companies LLLP | 10,843 | $892.5K | 0.00% | +4,329+66.5% | Added |
| Geneos Wealth Management Inc. | 10,278 | $893.5K | 0.02% | +1,611+18.6% | Added |
| Voya Investment Management LLC | 10,281 | $893.7K | 0.00% | −1,030−9.1% | Reduced |
| Natixis Advisors, L.P. | 10,458 | $909.0K | 0.00% | +10,458 | New |
| Certior Financial Group, LLC | 10,485 | $911.5K | 0.50% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 10,500 | $912.8K | 0.23% | 00.0% | Unchanged |
| Ethic Inc. | 10,538 | $916.1K | 0.01% | −2,300−17.9% | Reduced |
| Indivisible Partners | 10,758 | $935.2K | 0.05% | +4,615+75.1% | Added |
| Knights of Columbus Asset Advisors LLC | 10,834 | $941.8K | 0.05% | +10,834 | New |
| Sigma Planning Corp | 10,906 | $948.1K | 0.02% | +1,236+12.8% | Added |
| Newbridge Financial Services Group, Inc. | 10,955 | $952.3K | 0.12% | −18−0.2% | Reduced |
| Western Wealth Management, LLC | 11,002 | $956.4K | 0.03% | −1,952−15.1% | Reduced |