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 |
|---|---|---|---|---|---|
| Omers Administration Corp | 11,049 | $960.5K | 0.01% | +1,587+16.8% | Added |
| TCG Advisory Services, LLC | 11,313 | $983.4K | 0.02% | +6,847+153.3% | Added |
| J. Safra Sarasin Holding AG | 11,369 | $988.6K | 0.01% | +11,369 | New |
| Tokio Marine Asset Management Co Ltd | 11,378 | $989.1K | 0.03% | +124+1.1% | Added |
| Signal Advisors Wealth, LLC | 11,430 | $993.6K | 0.05% | +3,471+43.6% | Added |
| Pensionmark Financial Group, LLC | 8,323 | $993.7K | 0.02% | −388−4.5% | Reduced |
| Fideuram Asset Management (Ireland) dac | 9,572 | $1.01M | 0.02% | +9,572 | New |
| Wedbush Securities Inc | 11,658 | $1.01M | 0.03% | −263−2.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,655 | $1.01M | 0.01% | +1,575+15.6% | Added |
| Truist Financial Corp | 11,819 | $1.03M | 0.00% | +1,135+10.6% | Added |
| E Fund Management Co., Ltd. | 11,959 | $1.04M | 0.02% | +1,137+10.5% | Added |
| Ameritas Investment Partners, Inc. | 11,997 | $1.04M | 0.03% | +648+5.7% | Added |
| VestGen Advisors, LLC | 12,296 | $1.07M | 0.03% | −9,416−43.4% | Reduced |
| Integrated Wealth Concepts LLC | 12,321 | $1.07M | 0.01% | +979+8.6% | Added |
| Alchemi Wealth, LLC | 12,339 | $1.07M | 0.50% | +2,048+19.9% | Added |
| Ci Investments Inc. | 12,360 | $1.07M | 0.00% | +10,252+486.3% | Added |
| LaSalle St. Investment Advisors, LLC | 12,499 | $1.09M | 0.13% | +8,098+184.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 12,591 | $1.09M | 0.04% | −1,155−8.4% | Reduced |
| Ausdal Financial Partners, Inc. | 12,598 | $1.10M | 0.04% | +1,156+10.1% | Added |
| Abn Amro Investment Solutions | 12,622 | $1.10M | 0.01% | +2,817+28.7% | Added |
| Empowered Funds, LLC | 12,710 | $1.10M | 0.01% | +283+2.3% | Added |
| Norinchukin Bank, The | 12,732 | $1.11M | 0.01% | +1,001+8.5% | Added |
| Global Retirement Partners, LLC | 12,814 | $1.11M | 0.02% | +12,814 | New |
| Cedarwood Wealth LLC | 12,922 | $1.12M | 0.85% | +12,922 | New |
| Prudential Financial Inc | 13,010 | $1.13M | 0.00% | +76+0.6% | Added |
| The PNC Financial Services Group, Inc. | 13,072 | $1.14M | 0.00% | +407+3.2% | Added |
| Dba Trading, LLC | 9,200 | $1.15M | 0.58% | 00.0% | Unchanged |
| Capital International Sarl | 13,251 | $1.15M | 0.02% | −58−0.4% | Reduced |
| Bank of Nova Scotia | 13,371 | $1.16M | 0.00% | −5,239−28.2% | Reduced |
| Sky-Mountain Capital Management, Inc. | 13,382 | $1.16M | 0.83% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 13,400 | $1.16M | 0.02% | +13,400 | New |
| AE Wealth Management LLC | 13,489 | $1.17M | 0.01% | −15,508−53.5% | Reduced |
| CSS LLC | 13,632 | $1.19M | 0.05% | +13,632 | New |
| Chokshi & Queen Wealth Advisors, Inc | 13,850 | $1.20M | 0.56% | −3,975−22.3% | Reduced |
| State of Michigan Retirement System | 14,000 | $1.22M | 0.01% | +8,200+141.4% | Added |
| Evexia Wealth LLC | 12,856 | $1.22M | 0.33% | +4,002+45.2% | Added |
| Farther Finance Advisors, LLC | 14,093 | $1.23M | 0.01% | +2,280+19.3% | Added |
| Am Investment Strategies LLC | 14,239 | $1.24M | 0.24% | +4,047+39.7% | Added |
| Sun Financial Inc | 12,779 | $1.24M | 0.59% | +6,131+92.2% | Added |
| Nisa Investment Advisors, LLC | 14,553 | $1.27M | 0.00% | −17,369−54.4% | Reduced |
| CAP Partners, LLC | 14,694 | $1.28M | 0.62% | −6,374−30.3% | Reduced |
| Gateway Investment Advisers LLC | 14,756 | $1.28M | 0.01% | −8,406−36.3% | Reduced |
| Amalgamated Bank | 14,793 | $1.29M | 0.01% | −863−5.5% | Reduced |
| Woodline Partners LP | 14,901 | $1.30M | 0.00% | +4,683+45.8% | Added |
| Prospera Financial Services Inc | 14,917 | $1.30M | 0.02% | +2,940+24.5% | Added |
| Allianz Asset Management GmbH | 15,045 | $1.31M | 0.00% | +4,732+45.9% | Added |
| Standard Life Aberdeen plc | 15,106 | $1.31M | 0.00% | −43,107−74.1% | Reduced |
| CIBC World Markets Inc. | 15,201 | $1.32M | 0.00% | −5,526−26.7% | Reduced |
| CWM Advisors, LLC | 15,232 | $1.32M | 0.05% | +2,033+15.4% | Added |
| Pinnacle Associates Ltd | 15,269 | $1.33M | 0.01% | +6,249+69.3% | Added |
| KPP Advisory Services LLC | 15,765 | $1.37M | 0.17% | +840+5.6% | Added |
| WCG Wealth Advisors LLC | 15,866 | $1.38M | 0.03% | +3,563+29.0% | Added |
| Venturi Wealth Management, LLC | 16,022 | $1.39M | 0.05% | +3,144+24.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,612 | $1.43M | 0.01% | +3,989+31.6% | Added |
| Wellington Management Group LLP | 16,492 | $1.43M | 0.00% | −1,003−5.7% | Reduced |
| HHM Wealth Advisors, LLC | 16,511 | $1.44M | 0.14% | −1,500−8.3% | Reduced |
| Kapstone Financial Advisors LLC | 16,590 | $1.44M | 0.60% | +90+0.5% | Added |
| Investment Management Corp of Ontario | 16,634 | $1.45M | 0.02% | −2,040−10.9% | Reduced |
| Sovran Advisors, LLC | 15,048 | $1.45M | 0.11% | +905+6.4% | Added |
| MUFG Securities EMEA plc | 16,744 | $1.46M | 0.02% | +16,744 | New |
| Schroder Investment Management Group | 17,172 | $1.49M | 0.00% | −58,733−77.4% | Reduced |
| Colony Group, LLC | 17,746 | $1.54M | 0.00% | +3,470+24.3% | Added |
| Sanctuary Advisors, LLC | 17,769 | $1.54M | 0.01% | +2,637+17.4% | Added |
| Candriam Luxembourg S.C.A. | 17,862 | $1.55M | 0.01% | −592−3.2% | Reduced |
| Baird Financial Group, Inc. | 18,147 | $1.58M | 0.00% | +1,701+10.3% | Added |
| Manufacturers Life Insurance Company, The | 18,154 | $1.58M | 0.00% | +1,834+11.2% | Added |
| Maryland State Retirement & Pension System | 18,208 | $1.58M | 0.03% | +2,402+15.2% | Added |
| HBK Investments L P | 18,227 | $1.58M | 0.02% | +18,227 | New |
| Allstate Corp | 18,347 | $1.59M | 0.02% | +9,838+115.6% | Added |
| Eurizon Capital SGR S.p.A. | 18,360 | $1.60M | 0.00% | −10,749−36.9% | Reduced |
| Wolverine Asset Management LLC | 18,694 | $1.63M | 0.02% | +18,502+9,636.5% | Added |
| Rathbone Brothers plc | 18,972 | $1.65M | 0.01% | −210−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 17,785 | $1.67M | 0.03% | +417+2.4% | Added |
| JustInvest LLC | 19,292 | $1.68M | 0.01% | −4,450−18.7% | Reduced |
| Teamwork Financial Advisors, LLC | 19,515 | $1.70M | 0.16% | +3,937+25.3% | Added |
| Pathstone Holdings, LLC | 19,675 | $1.71M | 0.00% | −126−0.6% | Reduced |
| Kentucky Retirement Systems | 19,693 | $1.71M | 0.04% | +19,693 | New |
| Gulf International Bank (UK) Ltd | 19,842 | $1.72M | 0.03% | −365−1.8% | Reduced |
| Oppenheimer & Co Inc | 19,977 | $1.74M | 0.02% | −7,136−26.3% | Reduced |
| Pacer Advisors, Inc. | 20,033 | $1.74M | 0.00% | −24,185−54.7% | Reduced |
| Coastal Investment Advisors, Inc. | 20,094 | $1.75M | 0.54% | +1,262+6.7% | Added |
| Macquarie Group Ltd | 20,196 | $1.76M | 0.01% | +2,288+12.8% | Added |
| Ensign Peak Advisors, Inc | 20,200 | $1.76M | 0.00% | +5,100+33.8% | Added |
| Secure Asset Management, LLC | 20,238 | $1.76M | 0.25% | +218+1.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 20,918 | $1.82M | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 20,963 | $1.82M | 0.01% | −599−2.8% | Reduced |
| Apollon Wealth Management, LLC | 21,208 | $1.84M | 0.02% | −3,610−14.5% | Reduced |
| Boothbay Fund Management, LLC | 21,250 | $1.85M | 0.04% | +16,978+397.4% | Added |
| Louisiana State Employees Retirement System | 21,300 | $1.85M | 0.03% | +700+3.4% | Added |
| Collar Capital Management, LLC | 21,318 | $1.85M | 1.09% | −645−2.9% | Reduced |
| J. Derek Lewis & Associates Inc. | 21,328 | $1.85M | 0.35% | +13,025+156.9% | Added |
| Old Mission Capital LLC | 21,534 | $1.88M | 0.05% | −276,097−92.8% | Reduced |
| Wealthspire Advisors, LLC | 21,715 | $1.89M | 0.01% | +21,715 | New |
| Vivid Wealth Management, LLC | 21,855 | $1.90M | 0.67% | +5,591+34.4% | Added |
| Scientech Research LLC | 21,887 | $1.90M | 1.54% | +21,887 | New |
| Heritage Investors Management Corp | 21,909 | $1.91M | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 21,975 | $1.91M | 0.03% | −31,415−58.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,619 | $1.95M | 0.00% | +4,632+29.0% | Added |
| Jupiter Topco LLC | 22,462 | $1.95M | 0.00% | +22,462 | New |
| IHT Wealth Management, LLC | 22,643 | $1.97M | 0.04% | −4,702−17.2% | Reduced |