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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 22,796 | $1.98M | 0.05% | +2,635+13.1% | Added |
| Golden State Wealth Management, LLC | 23,141 | $2.01M | 0.18% | −2,096−8.3% | Reduced |
| Franklin Resources Inc | 23,355 | $2.03M | 0.00% | +3,128+15.5% | Added |
| United Capital Management of KS, Inc. | 23,500 | $2.04M | 0.27% | −7,928−25.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 23,621 | $2.05M | 0.02% | +964+4.3% | Added |
| Wealthfront Advisers LLC | 23,692 | $2.06M | 0.00% | −10,088−29.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 23,900 | $2.08M | 0.01% | +6,695+38.9% | Added |
| EagleClaw Capital Managment, LLC | 24,015 | $2.09M | 0.28% | −210−0.9% | Reduced |
| Harvest Fund Management Co., Ltd | 24,586 | $2.14M | 0.07% | +1,385+6.0% | Added |
| Blair William & Co | 24,784 | $2.15M | 0.01% | −612−2.4% | Reduced |
| Truvestments Capital LLC | 24,981 | $2.17M | 0.32% | +1,050+4.4% | Added |
| Evolution Wealth Advisors, LLC | 25,127 | $2.18M | 0.26% | 00.0% | Unchanged |
| Greenland Capital Management LP | 25,426 | $2.21M | 0.42% | +25,426 | New |
| Prudential PLC | 25,976 | $2.26M | 0.02% | 00.0% | Unchanged |
| DRW Securities, LLC | 26,175 | $2.28M | 0.14% | +20,876+394.0% | Added |
| Centric Wealth Management | 12,380 | $2.28M | 0.35% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 27,263 | $2.37M | 0.05% | +8,675+46.7% | Added |
| Nykredit A/S | 27,417 | $2.38M | 0.01% | +27,417 | New |
| CIBC Bancorp USA Inc. | 27,458 | $2.39M | 0.00% | +1,384+5.3% | Added |
| Rakuten Securities, Inc. | 27,929 | $2.43M | 0.56% | +5,114+22.4% | Added |
| Nordea Investment Management AB | 29,767 | $2.50M | 0.00% | +3,231+12.2% | Added |
| Mackenzie Financial Corp | 29,036 | $2.52M | 0.00% | +5,047+21.0% | Added |
| OP Asset Management Ltd | 29,151 | $2.53M | 0.03% | +2,494+9.4% | Added |
| Parallax Volatility Advisers, L.P. | 30,024 | $2.61M | 0.10% | −80,036−72.7% | Reduced |
| Envestnet Asset Management Inc | 30,075 | $2.61M | 0.00% | −15,768−34.4% | Reduced |
| Advisory Services Network, LLC | 30,316 | $2.64M | 0.03% | −171−0.6% | Reduced |
| Matauro, LLC | 30,331 | $2.64M | 0.35% | +6,216+25.8% | Added |
| SBI Securities Co., Ltd. | 31,331 | $2.72M | 0.06% | −1,558−4.7% | Reduced |
| Titleist Asset Management, LLC | 31,356 | $2.73M | 0.18% | +4,249+15.7% | Added |
| Walleye Capital LLC | 31,714 | $2.76M | 0.01% | +6,373+25.1% | Added |
| D.A. Davidson & Co. | 32,282 | $2.81M | 0.02% | +1,353+4.4% | Added |
| MSA Advisors, LLC | 32,290 | $2.81M | 0.72% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 32,697 | $2.84M | 1.05% | +6,530+25.0% | Added |
| Cresset Asset Management, LLC | 32,974 | $2.87M | 0.01% | +1,514+4.8% | Added |
| Acorn Financial Advisory Services Inc | 33,055 | $2.87M | 0.38% | −1,010−3.0% | Reduced |
| Public Employees Retirement Association of Colorado | 33,604 | $2.92M | 0.01% | −62−0.2% | Reduced |
| Farringdon Capital, Ltd. | 33,608 | $2.92M | 1.45% | +4,796+16.6% | Added |
| Kestra Private Wealth Services, LLC | 33,625 | $2.92M | 0.03% | +7,908+30.8% | Added |
| Stratos Wealth Partners, LTD. | 33,846 | $2.94M | 0.03% | +14,461+74.6% | Added |
| Shelton Capital Management | 33,883 | $2.95M | 0.05% | −701−2.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 35,499 | $3.09M | 0.47% | −3,598−9.2% | Reduced |
| SIH Partners, LLLP | 36,599 | $3.18M | 0.13% | −133,451−78.5% | Reduced |
| Cerity Partners LLC | 36,600 | $3.18M | 0.00% | +2,711+8.0% | Added |
| Jain Global LLC | 36,809 | $3.20M | 0.04% | +36,809 | New |
| Swiss Life Asset Management Ltd | 37,889 | $3.29M | 0.01% | +10,553+38.6% | Added |
| iA Global Asset Management Inc. | 38,605 | $3.36M | 0.04% | +897+2.4% | Added |
| KBC Group NV | 38,804 | $3.37M | 0.01% | −29,548−43.2% | Reduced |
| British Columbia Investment Management Corp | 39,101 | $3.40M | 0.02% | +3,125+8.7% | Added |
| O'Shaughnessy Asset Management, LLC | 39,382 | $3.42M | 0.02% | −250−0.6% | Reduced |
| Xponance, Inc. | 39,703 | $3.45M | 0.02% | −917−2.3% | Reduced |
| Kessler Investment Group, LLC | 39,932 | $3.47M | 1.48% | −816−2.0% | Reduced |
| Moors & Cabot, Inc. | 40,508 | $3.52M | 0.14% | +810+2.0% | Added |
| Kingswood Wealth Advisors, LLC | 41,900 | $3.64M | 0.15% | +904+2.2% | Added |
| Beaird Harris Wealth Management, LLC | 42,138 | $3.66M | 0.23% | −3,347−7.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 42,300 | $3.68M | 0.03% | +3,000+7.6% | Added |
| Janney Montgomery Scott LLC | 42,309 | $3.68M | 0.01% | +23,730+127.7% | Added |
| Madden Securities Corp | 42,448 | $3.69M | 1.03% | −3,363−7.3% | Reduced |
| GTS Securities LLC | 42,574 | $3.70M | 0.08% | +28,870+210.7% | Added |
| Independent Advisor Alliance | 42,857 | $3.73M | 0.09% | −6,317−12.8% | Reduced |
| Balyasny Asset Management LLC | 43,092 | $3.75M | 0.01% | +20,277+88.9% | Added |
| Compass Ion Advisors, LLC | 43,182 | $3.75M | 0.32% | +137+0.3% | Added |
| Rakuten Investment Management, Inc. | 40,617 | $3.76M | 0.01% | +9,026+28.6% | Added |
| Lauer Wealth, LLC | 38,896 | $3.80M | 2.59% | +34,850+861.3% | Added |
| EverSource Wealth Advisors, LLC | 43,674 | $3.80M | 0.13% | −12,187−21.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,148 | $3.84M | 0.03% | −16,713−27.5% | Reduced |
| Advisor Group Holdings, Inc. | 45,261 | $3.93M | 0.00% | +17,143+61.0% | Added |
| Canada Pension Plan Investment Board | 46,203 | $4.02M | 0.00% | −474,983−91.1% | Reduced |
| Private Advisor Group, LLC | 48,032 | $4.18M | 0.02% | −834−1.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 49,055 | $4.26M | 0.03% | +1,013+2.1% | Added |
| Utah Retirement Systems | 49,688 | $4.32M | 0.04% | +18,321+58.4% | Added |
| Miller Value Partners, LLC | 50,203 | $4.36M | 1.03% | −1,855−3.6% | Reduced |
| Toronto Dominion Bank | 50,502 | $4.39M | 0.01% | +9,390+22.8% | Added |
| Mercer Global Advisors Inc | 52,314 | $4.55M | 0.01% | −10,959−17.3% | Reduced |
| Capital Wealth Alliance, LLC | 53,147 | $4.62M | 2.14% | +1,588+3.1% | Added |
| SEB Asset Management AB | 53,837 | $4.68M | 0.02% | +495+0.9% | Added |
| Marathon Trading Investment Management LLC | 53,956 | $4.69M | 0.53% | −58,096−51.8% | Reduced |
| Longitude (Cayman) Ltd. | 55,000 | $4.78M | 3.16% | +16,300+42.1% | Added |
| Kestra Advisory Services, LLC | 57,056 | $4.96M | 0.02% | −393−0.7% | Reduced |
| IFM Investors Pty Ltd | 57,207 | $4.97M | 0.03% | +4,327+8.2% | Added |
| DnB Asset Management AS | 57,774 | $5.02M | 0.01% | +1,224+2.2% | Added |
| Daiwa Securities Group Inc. | 57,970 | $5.04M | 0.01% | +4,881+9.2% | Added |
| STRS Ohio | 60,085 | $5.22M | 0.02% | −33,485−35.8% | Reduced |
| Elequin Capital LP | 60,421 | $5.25M | 0.18% | +27,280+82.3% | Added |
| Quantitative Investment Management, LLC | 60,596 | $5.27M | 0.57% | +60,596 | New |
| Vident Advisory, LLC | 61,038 | $5.31M | 0.04% | −46,791−43.4% | Reduced |
| Tobam | 61,132 | $5.31M | 1.29% | +7,842+14.7% | Added |
| SEI Investments Co | 62,808 | $5.46M | 0.00% | +17,144+37.5% | Added |
| Tredje AP-fonden | 64,938 | $5.65M | 0.03% | −12,546−16.2% | Reduced |
| USS Investment Management Ltd | 66,201 | $5.76M | 0.02% | +20,685+45.4% | Added |
| Oak Thistle LLC | 66,766 | $5.80M | 0.56% | +66,766 | New |
| GF Fund Management Co. Ltd. | 66,807 | $5.81M | 0.07% | +11,945+21.8% | Added |
| GWM Advisors LLC | 67,705 | $5.89M | 0.02% | +13,373+24.6% | Added |
| CI Private Wealth, LLC | 69,499 | $6.04M | 0.01% | +19,690+39.5% | Added |
| Resona Asset Management Co.,Ltd. | 68,882 | $6.05M | 0.03% | −6,741−8.9% | Reduced |
| Accuvest Global Advisors | 70,140 | $6.10M | 5.25% | +310.0% | Added |
| Guggenheim Capital LLC | 70,211 | $6.10M | 0.04% | +8,504+13.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 70,217 | $6.11M | 0.01% | −96,333−57.8% | Reduced |
| Man Group plc | 71,298 | $6.20M | 0.01% | −33,390−31.9% | Reduced |
| CIBC Asset Management Inc | 71,579 | $6.22M | 0.01% | +3,724+5.5% | Added |
| Arizona State Retirement System | 72,439 | $6.30M | 0.03% | +915+1.3% | Added |