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 |
|---|---|---|---|---|---|
| FMR LLC | 439,718 | $38.2M | 0.00% | −535,937−54.9% | Reduced |
| Price T Rowe Associates Inc | 466,204 | $40.5M | 0.00% | +40,049+9.4% | Added |
| Nuveen, LLC | 591,571 | $51.4M | 0.01% | +14,290+2.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 604,139 | $52.5M | 0.03% | +4,806+0.8% | Added |
| Vanguard Asset Management, Ltd | 605,800 | $52.7M | 0.04% | +78,373+14.9% | Added |
| Weiss Asset Management LP | 629,895 | $54.8M | 0.61% | −37,607−5.6% | Reduced |
| JPMorgan Chase & Co | 624,387 | $57.9M | 0.00% | +60,029+10.6% | Added |
| Barclays PLC | 696,319 | $60.5M | 0.02% | −75,248−9.8% | Reduced |
| Bank of Montreal | 709,590 | $61.7M | 0.02% | −143,174−16.8% | Reduced |
| Swiss National Bank | 736,300 | $64.0M | 0.03% | −29,800−3.9% | Reduced |
| LPL Financial LLC | 739,642 | $64.3M | 0.01% | +32,475+4.6% | Added |
| Natixis | 852,901 | $74.1M | 0.35% | +237,702+38.6% | Added |
| First Trust Advisors LP | 855,839 | $74.4M | 0.04% | +99,949+13.2% | Added |
| Deutsche Bank AG | 874,925 | $76.1M | 0.02% | +90,006+11.5% | Added |
| Cantor Fitzgerald, L. P. | 887,996 | $77.2M | 1.49% | −935,475−51.3% | Reduced |
| National Pension Service | 907,442 | $78.9M | 0.05% | +85,457+10.4% | Added |
| Citigroup Inc | 961,554 | $83.6M | 0.04% | +238,538+33.0% | Added |
| Toroso Investments, LLC | 991,334 | $86.2M | 0.21% | −368,852−27.1% | Reduced |
| Capula Management Ltd | 1,002,482 | $87.1M | 0.38% | +998,026+22,397.4% | Added |
| Bank of New York Mellon Corp | 1,029,623 | $89.5M | 0.01% | +14,630+1.4% | Added |
| Quadrature Capital Ltd | 1,148,665 | $99.9M | 0.85% | +729,441+174.0% | Added |
| Bank of America Corp | 1,176,925 | $102.3M | 0.01% | −2,788,755−70.3% | Reduced |
| National Bank of Canada | 1,207,518 | $105.0M | 0.09% | +677,534+127.8% | Added |
| Capstone Investment Advisors, LLC | 1,298,361 | $112.9M | 0.78% | +1,234,967+1,948.1% | Added |
| Amundi | 1,324,053 | $115.1M | 0.03% | +792,067+148.9% | Added |
| UBS Asset Management Americas Inc | 1,346,925 | $117.1M | 0.02% | −226,805−14.4% | Reduced |
| HRT Financial LP | 1,374,008 | $119.4M | 0.22% | +1,374,008 | New |
| Legal & General Group Plc | 1,420,987 | $123.5M | 0.03% | +48,540+3.5% | Added |
| Marex Group plc | 1,471,629 | $127.9M | 0.95% | −1,940,044−56.9% | Reduced |
| Clear Street Group Inc. | 1,554,968 | $135.2M | 0.43% | +271,066+21.1% | Added |
| Charles Schwab Investment Management Inc | 1,795,815 | $156.1M | 0.02% | +239,207+15.4% | Added |
| Northern Trust Corp | 1,831,554 | $159.2M | 0.02% | +69,540+3.9% | Added |
| Wells Fargo & Company | 1,994,253 | $173.4M | 0.03% | +1,268,276+174.7% | Added |
| Vanguard Fiduciary Trust Co | 2,094,345 | $182.1M | 0.04% | +144,587+7.4% | Added |
| Susquehanna International Group, LLP | 2,520,930 | $219.1M | 0.19% | +1,238,294+96.5% | Added |
| Renaissance Technologies LLC | 2,553,692 | $222.0M | 0.31% | +422,811+19.8% | Added |
| Jane Street Group, LLC | 2,677,622 | $232.8M | 0.15% | +2,467,789+1,176.1% | Added |
| Capital Research Global Investors | 2,993,437 | $260.3M | 0.04% | −4,622,272−60.7% | Reduced |
| Harvest Portfolios Group Inc. | 3,121,927 | $271.4M | 3.83% | +442,159+16.5% | Added |
| Norges Bank | 3,979,476 | $345.9M | 0.03% | +3,979,476 | New |
| Capital World Investors | 4,310,934 | $374.8M | 0.04% | +28,826+0.7% | Added |
| Geode Capital Management, LLC | 4,606,751 | $399.3M | 0.02% | −49,114−1.1% | Reduced |
| UBS Group AG | 4,943,411 | $429.7M | 0.07% | −1,367,953−21.7% | Reduced |
| Goldman Sachs Group Inc | 5,810,162 | $505.1M | 0.05% | +4,023,500+225.2% | Added |
| State Street Corp | 7,527,561 | $654.4M | 0.02% | +506,635+7.2% | Added |
| Morgan Stanley | 9,330,454 | $811.1M | 0.04% | +44,440+0.5% | Added |
| Invesco Ltd. | 9,340,682 | $812.0M | 0.06% | +616,325+7.1% | Added |
| Vanguard Capital Management LLC | 14,938,599 | $1.30B | 0.03% | +861,087+6.1% | Added |
| Vanguard Portfolio Management LLC | 15,353,408 | $1.33B | 0.06% | +611,701+4.1% | Added |
| BlackRock, Inc. | 19,394,284 | $1.69B | 0.03% | +1,640,399+9.2% | Added |
| Capital International Investors | 34,902,002 | $3.03B | 0.63% | +3,460,241+11.0% | Added |
| Coppell Advisory Solutions LLC | 2 | – | – | +2 | New |
| Defiance ETFs, LLC | 0 | $0 | 0.00% | −2,877,686−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −1,382,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −134,280−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −106,284−100.0% | Sold out |
| Himension Fund | 0 | $0 | 0.00% | −88,522−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −72,431−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −45,923−100.0% | Sold out |
| Oasis Advisors, LLC | 0 | $0 | 0.00% | −43,560−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −42,880−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −35,209−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −30,189−100.0% | Sold out |
| Boundless Plain Holdings Ltd | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −27,200−100.0% | Sold out |
| Lavelle Capital LP | 0 | $0 | 0.00% | −24,890−100.0% | Sold out |
| Telligent Fund, LP | 0 | $0 | 0.00% | −23,400−100.0% | Sold out |
| X-Square Capital, LLC | 0 | $0 | 0.00% | −23,155−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −23,019−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −13,317−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −13,246−100.0% | Sold out |
| Promethium Advisors,llc | 0 | $0 | 0.00% | −12,941−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −11,070−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Andina Capital Management, LLC | 0 | $0 | 0.00% | −9,011−100.0% | Sold out |
| QTR Family Wealth, LLC | 0 | $0 | 0.00% | −7,379−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −7,067−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −6,888−100.0% | Sold out |
| MBL Wealth, LLC | 0 | $0 | 0.00% | −6,420−100.0% | Sold out |
| DeepCurrents Investment Group LLC | 0 | $0 | 0.00% | −6,363−100.0% | Sold out |
| Tred Avon Family Wealth, LLC | 0 | $0 | 0.00% | −6,194−100.0% | Sold out |
| BLKBRD Asset Management, LP | 0 | $0 | 0.00% | −5,931−100.0% | Sold out |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −5,783−100.0% | Sold out |
| CoinFund Management LLC | 0 | $0 | 0.00% | −5,680−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −5,557−100.0% | Sold out |
| Bannerstone Capital Management, LLC | 0 | $0 | 0.00% | −5,554−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −5,464−100.0% | Sold out |
| Thryve Wealth Management LLC | 0 | $0 | 0.00% | −5,265−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −5,188−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −5,008−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −5,007−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −4,751−100.0% | Sold out |
| Pennington Partners & Co., LLC | 0 | $0 | 0.00% | −4,287−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,170−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −4,142−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −4,096−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −3,840−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −3,463−100.0% | Sold out |