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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 71,785 | $6.44M | 0.01% | +22,487+45.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 75,717 | $6.58M | 0.01% | +3,267+4.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 78,474 | $6.82M | 0.03% | −6,336−7.5% | Reduced |
| Hudson Bay Capital Management LP | 79,432 | $6.91M | 0.03% | −149,900−65.4% | Reduced |
| Los Angeles Capital Management LLC | 81,333 | $7.07M | 0.03% | +80,108+6,539.4% | Added |
| Korea Investment CORP | 82,454 | $7.17M | 0.01% | −2,557−3.0% | Reduced |
| Raymond James Financial Inc | 82,864 | $7.20M | 0.00% | −3,790−4.4% | Reduced |
| State of New Jersey Common Pension Fund D | 84,858 | $7.38M | 0.03% | −4,093−4.6% | Reduced |
| Leonteq Securities AG | 85,064 | $7.39M | 0.44% | −13,973−14.1% | Reduced |
| Vista Investment Partners II, LLC | 85,122 | $7.40M | 2.90% | +30,363+55.4% | Added |
| Alpine Global Management, LLC | 86,266 | $7.50M | 1.23% | +1,254+1.5% | Added |
| Creative Planning | 86,284 | $7.50M | 0.00% | −13,090−13.2% | Reduced |
| Rafferty Asset Management, LLC | 87,040 | $7.57M | 0.02% | +3,103+3.7% | Added |
| American Century Companies Inc | 87,609 | $7.62M | 0.00% | +45,775+109.4% | Added |
| Independent Financial Group, LLC | 88,483 | $7.69M | 0.14% | +4,259+5.1% | Added |
| Summit Financial, LLC | 89,140 | $7.75M | 0.08% | +31,756+55.3% | Added |
| Nissay Asset Management Corp | 89,676 | $7.80M | 0.03% | +8,323+10.2% | Added |
| Swedbank AB | 90,590 | $7.87M | 0.01% | +8,278+10.1% | Added |
| Teacher Retirement System of Texas | 91,450 | $7.95M | 0.02% | +11,169+13.9% | Added |
| Captrust Financial Advisors | 92,582 | $8.05M | 0.01% | −45,554−33.0% | Reduced |
| XTX Topco Ltd | 93,270 | $8.11M | 0.10% | +47,761+104.9% | Added |
| Rockefeller Capital Management L.P. | 94,608 | $8.22M | 0.01% | +23,724+33.5% | Added |
| SkyBridge Capital II, LLC | 98,690 | $8.37M | 80.39% | +28,406+40.4% | Added |
| Nomura Asset Management Co Ltd | 98,710 | $8.58M | 0.02% | +3,256+3.4% | Added |
| Virginia Retirement Systems Et Al | 100,396 | $8.73M | 0.05% | +100,396 | New |
| Vontobel Holding Ltd. | 102,224 | $8.89M | 0.03% | −271,132−72.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 105,319 | $9.16M | 0.02% | +865+0.8% | Added |
| Quantinno Capital Management LP | 105,383 | $9.16M | 0.01% | +45,257+75.3% | Added |
| Asset Management One Co.,Ltd. | 106,355 | $9.25M | 0.02% | +1,520+1.4% | Added |
| Handelsbanken Fonder AB | 106,522 | $9.26M | 0.03% | +23,829+28.8% | Added |
| Ameriprise Financial Inc | 107,219 | $9.32M | 0.00% | +21,010+24.4% | Added |
| Pictet Asset Management Holding SA | 107,414 | $9.34M | 0.01% | +6,924+6.9% | Added |
| MML Investors Services, LLC | 108,288 | $9.41M | 0.02% | +4,066+3.9% | Added |
| Jump Financial, LLC | 108,874 | $9.46M | 0.08% | +90,551+494.2% | Added |
| KLP Kapitalforvaltning AS | 110,420 | $9.60M | 0.03% | +5,740+5.5% | Added |
| Storebrand Asset Management AS | 113,359 | $9.85M | 0.02% | +15,899+16.3% | Added |
| HighTower Advisors, LLC | 113,449 | $9.86M | 0.01% | −45,344−28.6% | Reduced |
| Nomura Holdings Inc | 115,109 | $10.0M | 0.04% | −32,775−22.2% | Reduced |
| Citadel Advisors LLC | 117,928 | $10.3M | 0.01% | −1,102,051−90.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 119,088 | $10.4M | 0.02% | +3,360+2.9% | Added |
| TD Asset Management Inc | 121,147 | $10.5M | 0.01% | +8,595+7.6% | Added |
| Public Employees Retirement System of Ohio | 121,962 | $10.6M | 0.03% | −2,035−1.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 129,774 | $11.3M | 0.13% | −9,479−6.8% | Reduced |
| Danske Bank A/S | 131,723 | $11.5M | 0.02% | −472−0.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 133,755 | $11.6M | 0.01% | +13,291+11.0% | Added |
| Vanguard Investments Australia, Ltd. | 134,902 | $11.7M | 0.03% | +2,416+1.8% | Added |
| State of Wisconsin Investment Board | 135,369 | $11.8M | 0.02% | −745−0.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 135,951 | $11.8M | 0.02% | +25,573+23.2% | Added |
| Royal London Asset Management Ltd | 136,124 | $11.8M | 0.02% | −140−0.1% | Reduced |
| Generali Asset Management SPA SGR | 136,945 | $11.9M | 0.22% | +61,897+82.5% | Added |
| EULAV Asset Management | 138,000 | $12.0M | 0.38% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 139,403 | $12.1M | 0.03% | −56,710−28.9% | Reduced |
| VY Capital Management Co. Ltd. | 140,000 | $12.2M | 0.03% | +140,000 | New |
| Strong Tower Advisory Services | 140,149 | $12.2M | 2.18% | +5,468+4.1% | Added |
| Alliancebernstein L.P. | 98,406 | $12.3M | 0.00% | −19,928−16.8% | Reduced |
| Jefferies Financial Group Inc. | 142,533 | $12.4M | 0.11% | +1,782+1.3% | Added |
| Squarepoint Ops LLC | 143,672 | $12.5M | 0.02% | +63,245+78.6% | Added |
| AQR Capital Management LLC | 152,332 | $12.9M | 0.00% | +6,399+4.4% | Added |
| Great West Life Assurance Co | 149,094 | $12.9M | 0.02% | +15,169+11.3% | Added |
| Shariaportfolio, Inc. | 149,236 | $13.0M | 4.59% | +21,478+16.8% | Added |
| Mariner, LLC | 150,453 | $13.1M | 0.01% | +38,604+34.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 154,630 | $13.4M | 0.02% | +6,166+4.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 155,889 | $13.6M | 0.02% | −46,927−23.1% | Reduced |
| Stifel Financial Corp | 158,979 | $13.8M | 0.01% | −14,827−8.5% | Reduced |
| Vanguard Global Advisers, LLC | 159,125 | $13.8M | 0.01% | −13,284−7.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 160,534 | $14.0M | 0.01% | +55,995+53.6% | Added |
| Credit Agricole S A | 161,080 | $14.0M | 0.04% | +36,405+29.2% | Added |
| D. E. Shaw & Co., Inc. | 172,455 | $15.0M | 0.01% | +143,645+498.6% | Added |
| LMR Partners LLP | 180,681 | $15.7M | 0.12% | −97,361−35.0% | Reduced |
| NEOS Investment Management LLC | 183,301 | $15.9M | 0.06% | +41,261+29.0% | Added |
| Ossiam | 185,641 | $16.1M | 0.21% | +185,641 | New |
| Aspiring Ventures, LLC | 189,247 | $16.5M | 4.32% | +24,839+15.1% | Added |
| Compass Rose Asset Management, LP | 202,500 | $17.6M | 4.89% | +202,500 | New |
| Cetera Investment Advisers | 211,203 | $18.4M | 0.02% | −68,423−24.5% | Reduced |
| Commonwealth Equity Services, LLC | 219,538 | $19.1M | 0.02% | −1,840−0.8% | Reduced |
| Group One Trading, L.P. | 220,929 | $19.2M | 0.55% | +194,447+734.3% | Added |
| Victory Capital Management Inc | 225,861 | $19.6M | 0.01% | +10,920+5.1% | Added |
| Aviva PLC | 229,471 | $19.9M | 0.03% | +1,178+0.5% | Added |
| Ofi Invest Asset Management | 268,183 | $20.4M | 0.20% | +1,039+0.4% | Added |
| State Board of Administration of Florida Retirement System | 271,273 | $23.6M | 0.04% | +11,123+4.3% | Added |
| IMC-Chicago, LLC | 294,903 | $25.6M | 0.24% | +294,903 | New |
| BNP Paribas Arbitrage, SA | 308,400 | $26.8M | 0.01% | +101,381+49.0% | Added |
| ProShare Advisors LLC | 309,680 | $26.9M | 0.04% | −90,601−22.6% | Reduced |
| Foundations Investment Advisors, LLC | 318,171 | $27.7M | 0.28% | +12,723+4.2% | Added |
| New York State Common Retirement Fund | 319,850 | $27.8M | 0.04% | −11,400−3.4% | Reduced |
| Rhumbline Advisers | 322,176 | $28.0M | 0.02% | −17,569−5.2% | Reduced |
| Virtu Financial LLC | 329,242 | $28.6M | 0.90% | +329,242 | New |
| Caitong International Asset Management Co., Ltd | 334,219 | $29.1M | 3.99% | +334,219 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 343,869 | $29.9M | 0.02% | +36,686+11.9% | Added |
| Belvedere Trading LLC | 346,855 | $30.2M | 2.51% | +36,082+11.6% | Added |
| Exchange Traded Concepts, LLC | 354,131 | $30.8M | 0.15% | +92,065+35.1% | Added |
| California Public Employees Retirement System | 381,048 | $33.1M | 0.02% | −7,250−1.9% | Reduced |
| Bitwise Funds Trust | 381,626 | $33.2M | 7.79% | +381,626 | New |
| Royal Bank of Canada | 385,002 | $33.5M | 0.01% | +46,001+13.6% | Added |
| PEAK6 LLC | 388,347 | $33.8M | 0.82% | +388,347 | New |
| SG Americas Securities, LLC | 393,775 | $34.2M | 0.02% | −165,030−29.5% | Reduced |
| California State Teachers Retirement System | 400,891 | $34.8M | 0.03% | −738−0.2% | Reduced |
| Van Eck Associates Corp | 420,290 | $36.5M | 0.02% | +118,863+39.4% | Added |
| HSBC Holdings PLC | 426,378 | $37.0M | 0.02% | +105,716+33.0% | Added |
| CTC LLC | 432,111 | $37.6M | 2.21% | −73,116−14.5% | Reduced |