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 |
|---|---|---|---|---|---|
| EULAV Asset Management | 138,000 | $12.0M | 0.38% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 136,945 | $11.9M | 0.22% | +61,897+82.5% | Added |
| Royal London Asset Management Ltd | 136,124 | $11.8M | 0.02% | −140−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 135,951 | $11.8M | 0.02% | +25,573+23.2% | Added |
| State of Wisconsin Investment Board | 135,369 | $11.8M | 0.02% | −745−0.5% | Reduced |
| Vanguard Investments Australia, Ltd. | 134,902 | $11.7M | 0.03% | +2,416+1.8% | Added |
| Robeco Institutional Asset Management B.V. | 133,755 | $11.6M | 0.01% | +13,291+11.0% | Added |
| Danske Bank A/S | 131,723 | $11.5M | 0.02% | −472−0.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 129,774 | $11.3M | 0.13% | −9,479−6.8% | Reduced |
| Public Employees Retirement System of Ohio | 121,962 | $10.6M | 0.03% | −2,035−1.6% | Reduced |
| TD Asset Management Inc | 121,147 | $10.5M | 0.01% | +8,595+7.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 119,088 | $10.4M | 0.02% | +3,360+2.9% | Added |
| Citadel Advisors LLC | 117,928 | $10.3M | 0.01% | −1,102,051−90.3% | Reduced |
| Nomura Holdings Inc | 115,109 | $10.0M | 0.04% | −32,775−22.2% | Reduced |
| HighTower Advisors, LLC | 113,449 | $9.86M | 0.01% | −45,344−28.6% | Reduced |
| Storebrand Asset Management AS | 113,359 | $9.85M | 0.02% | +15,899+16.3% | Added |
| KLP Kapitalforvaltning AS | 110,420 | $9.60M | 0.03% | +5,740+5.5% | Added |
| Jump Financial, LLC | 108,874 | $9.46M | 0.08% | +90,551+494.2% | Added |
| MML Investors Services, LLC | 108,288 | $9.41M | 0.02% | +4,066+3.9% | Added |
| Pictet Asset Management Holding SA | 107,414 | $9.34M | 0.01% | +6,924+6.9% | Added |
| Ameriprise Financial Inc | 107,219 | $9.32M | 0.00% | +21,010+24.4% | Added |
| Handelsbanken Fonder AB | 106,522 | $9.26M | 0.03% | +23,829+28.8% | Added |
| Asset Management One Co.,Ltd. | 106,355 | $9.25M | 0.02% | +1,520+1.4% | Added |
| Quantinno Capital Management LP | 105,383 | $9.16M | 0.01% | +45,257+75.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 105,319 | $9.16M | 0.02% | +865+0.8% | Added |
| Vontobel Holding Ltd. | 102,224 | $8.89M | 0.03% | −271,132−72.6% | Reduced |
| Virginia Retirement Systems Et Al | 100,396 | $8.73M | 0.05% | +100,396 | New |
| Nomura Asset Management Co Ltd | 98,710 | $8.58M | 0.02% | +3,256+3.4% | Added |
| SkyBridge Capital II, LLC | 98,690 | $8.37M | 80.39% | +28,406+40.4% | Added |
| Rockefeller Capital Management L.P. | 94,608 | $8.22M | 0.01% | +23,724+33.5% | Added |
| XTX Topco Ltd | 93,270 | $8.11M | 0.10% | +47,761+104.9% | Added |
| Captrust Financial Advisors | 92,582 | $8.05M | 0.01% | −45,554−33.0% | Reduced |
| Teacher Retirement System of Texas | 91,450 | $7.95M | 0.02% | +11,169+13.9% | Added |
| Swedbank AB | 90,590 | $7.87M | 0.01% | +8,278+10.1% | Added |
| Nissay Asset Management Corp | 89,676 | $7.80M | 0.03% | +8,323+10.2% | Added |
| Summit Financial, LLC | 89,140 | $7.75M | 0.08% | +31,756+55.3% | Added |
| Independent Financial Group, LLC | 88,483 | $7.69M | 0.14% | +4,259+5.1% | Added |
| American Century Companies Inc | 87,609 | $7.62M | 0.00% | +45,775+109.4% | Added |
| Rafferty Asset Management, LLC | 87,040 | $7.57M | 0.02% | +3,103+3.7% | Added |
| Creative Planning | 86,284 | $7.50M | 0.00% | −13,090−13.2% | Reduced |
| Alpine Global Management, LLC | 86,266 | $7.50M | 1.23% | +1,254+1.5% | Added |
| Vista Investment Partners II, LLC | 85,122 | $7.40M | 2.90% | +30,363+55.4% | Added |
| Leonteq Securities AG | 85,064 | $7.39M | 0.44% | −13,973−14.1% | Reduced |
| State of New Jersey Common Pension Fund D | 84,858 | $7.38M | 0.03% | −4,093−4.6% | Reduced |
| Raymond James Financial Inc | 82,864 | $7.20M | 0.00% | −3,790−4.4% | Reduced |
| Korea Investment CORP | 82,454 | $7.17M | 0.01% | −2,557−3.0% | Reduced |
| Los Angeles Capital Management LLC | 81,333 | $7.07M | 0.03% | +80,108+6,539.4% | Added |
| Hudson Bay Capital Management LP | 79,432 | $6.91M | 0.03% | −149,900−65.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 78,474 | $6.82M | 0.03% | −6,336−7.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 75,717 | $6.58M | 0.01% | +3,267+4.5% | Added |
| Russell Investments Group, Ltd. | 71,785 | $6.44M | 0.01% | +22,487+45.6% | Added |
| Arizona State Retirement System | 72,439 | $6.30M | 0.03% | +915+1.3% | Added |
| CIBC Asset Management Inc | 71,579 | $6.22M | 0.01% | +3,724+5.5% | Added |
| Man Group plc | 71,298 | $6.20M | 0.01% | −33,390−31.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 70,217 | $6.11M | 0.01% | −96,333−57.8% | Reduced |
| Guggenheim Capital LLC | 70,211 | $6.10M | 0.04% | +8,504+13.8% | Added |
| Accuvest Global Advisors | 70,140 | $6.10M | 5.25% | +310.0% | Added |
| Resona Asset Management Co.,Ltd. | 68,882 | $6.05M | 0.03% | −6,741−8.9% | Reduced |
| CI Private Wealth, LLC | 69,499 | $6.04M | 0.01% | +19,690+39.5% | Added |
| GWM Advisors LLC | 67,705 | $5.89M | 0.02% | +13,373+24.6% | Added |
| GF Fund Management Co. Ltd. | 66,807 | $5.81M | 0.07% | +11,945+21.8% | Added |
| Oak Thistle LLC | 66,766 | $5.80M | 0.56% | +66,766 | New |
| USS Investment Management Ltd | 66,201 | $5.76M | 0.02% | +20,685+45.4% | Added |
| Tredje AP-fonden | 64,938 | $5.65M | 0.03% | −12,546−16.2% | Reduced |
| SEI Investments Co | 62,808 | $5.46M | 0.00% | +17,144+37.5% | Added |
| Tobam | 61,132 | $5.31M | 1.29% | +7,842+14.7% | Added |
| Vident Advisory, LLC | 61,038 | $5.31M | 0.04% | −46,791−43.4% | Reduced |
| Quantitative Investment Management, LLC | 60,596 | $5.27M | 0.57% | +60,596 | New |
| Elequin Capital LP | 60,421 | $5.25M | 0.18% | +27,280+82.3% | Added |
| STRS Ohio | 60,085 | $5.22M | 0.02% | −33,485−35.8% | Reduced |
| Daiwa Securities Group Inc. | 57,970 | $5.04M | 0.01% | +4,881+9.2% | Added |
| DnB Asset Management AS | 57,774 | $5.02M | 0.01% | +1,224+2.2% | Added |
| IFM Investors Pty Ltd | 57,207 | $4.97M | 0.03% | +4,327+8.2% | Added |
| Kestra Advisory Services, LLC | 57,056 | $4.96M | 0.02% | −393−0.7% | Reduced |
| Longitude (Cayman) Ltd. | 55,000 | $4.78M | 3.16% | +16,300+42.1% | Added |
| Marathon Trading Investment Management LLC | 53,956 | $4.69M | 0.53% | −58,096−51.8% | Reduced |
| SEB Asset Management AB | 53,837 | $4.68M | 0.02% | +495+0.9% | Added |
| Capital Wealth Alliance, LLC | 53,147 | $4.62M | 2.14% | +1,588+3.1% | Added |
| Mercer Global Advisors Inc | 52,314 | $4.55M | 0.01% | −10,959−17.3% | Reduced |
| Toronto Dominion Bank | 50,502 | $4.39M | 0.01% | +9,390+22.8% | Added |
| Miller Value Partners, LLC | 50,203 | $4.36M | 1.03% | −1,855−3.6% | Reduced |
| Utah Retirement Systems | 49,688 | $4.32M | 0.04% | +18,321+58.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 49,055 | $4.26M | 0.03% | +1,013+2.1% | Added |
| Private Advisor Group, LLC | 48,032 | $4.18M | 0.02% | −834−1.7% | Reduced |
| Canada Pension Plan Investment Board | 46,203 | $4.02M | 0.00% | −474,983−91.1% | Reduced |
| Advisor Group Holdings, Inc. | 45,261 | $3.93M | 0.00% | +17,143+61.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,148 | $3.84M | 0.03% | −16,713−27.5% | Reduced |
| EverSource Wealth Advisors, LLC | 43,674 | $3.80M | 0.13% | −12,187−21.8% | Reduced |
| Lauer Wealth, LLC | 38,896 | $3.80M | 2.59% | +34,850+861.3% | Added |
| Rakuten Investment Management, Inc. | 40,617 | $3.76M | 0.01% | +9,026+28.6% | Added |
| Compass Ion Advisors, LLC | 43,182 | $3.75M | 0.32% | +137+0.3% | Added |
| Balyasny Asset Management LLC | 43,092 | $3.75M | 0.01% | +20,277+88.9% | Added |
| Independent Advisor Alliance | 42,857 | $3.73M | 0.09% | −6,317−12.8% | Reduced |
| GTS Securities LLC | 42,574 | $3.70M | 0.08% | +28,870+210.7% | Added |
| Madden Securities Corp | 42,448 | $3.69M | 1.03% | −3,363−7.3% | Reduced |
| Janney Montgomery Scott LLC | 42,309 | $3.68M | 0.01% | +23,730+127.7% | Added |
| Mn Services Vermogensbeheer B.V. | 42,300 | $3.68M | 0.03% | +3,000+7.6% | Added |
| Beaird Harris Wealth Management, LLC | 42,138 | $3.66M | 0.23% | −3,347−7.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 41,900 | $3.64M | 0.15% | +904+2.2% | Added |
| Moors & Cabot, Inc. | 40,508 | $3.52M | 0.14% | +810+2.0% | Added |