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 |
|---|---|---|---|---|---|
| Kessler Investment Group, LLC | 39,932 | $3.47M | 1.48% | −816−2.0% | Reduced |
| Xponance, Inc. | 39,703 | $3.45M | 0.02% | −917−2.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 39,382 | $3.42M | 0.02% | −250−0.6% | Reduced |
| British Columbia Investment Management Corp | 39,101 | $3.40M | 0.02% | +3,125+8.7% | Added |
| KBC Group NV | 38,804 | $3.37M | 0.01% | −29,548−43.2% | Reduced |
| iA Global Asset Management Inc. | 38,605 | $3.36M | 0.04% | +897+2.4% | Added |
| Swiss Life Asset Management Ltd | 37,889 | $3.29M | 0.01% | +10,553+38.6% | Added |
| Jain Global LLC | 36,809 | $3.20M | 0.04% | +36,809 | New |
| Cerity Partners LLC | 36,600 | $3.18M | 0.00% | +2,711+8.0% | Added |
| SIH Partners, LLLP | 36,599 | $3.18M | 0.13% | −133,451−78.5% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 35,499 | $3.09M | 0.47% | −3,598−9.2% | Reduced |
| Shelton Capital Management | 33,883 | $2.95M | 0.05% | −701−2.0% | Reduced |
| Stratos Wealth Partners, LTD. | 33,846 | $2.94M | 0.03% | +14,461+74.6% | Added |
| Kestra Private Wealth Services, LLC | 33,625 | $2.92M | 0.03% | +7,908+30.8% | Added |
| Farringdon Capital, Ltd. | 33,608 | $2.92M | 1.45% | +4,796+16.6% | Added |
| Public Employees Retirement Association of Colorado | 33,604 | $2.92M | 0.01% | −62−0.2% | Reduced |
| Acorn Financial Advisory Services Inc | 33,055 | $2.87M | 0.38% | −1,010−3.0% | Reduced |
| Cresset Asset Management, LLC | 32,974 | $2.87M | 0.01% | +1,514+4.8% | Added |
| Cavalier Investments, LLC | 32,697 | $2.84M | 1.05% | +6,530+25.0% | Added |
| MSA Advisors, LLC | 32,290 | $2.81M | 0.72% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 32,282 | $2.81M | 0.02% | +1,353+4.4% | Added |
| Walleye Capital LLC | 31,714 | $2.76M | 0.01% | +6,373+25.1% | Added |
| Titleist Asset Management, LLC | 31,356 | $2.73M | 0.18% | +4,249+15.7% | Added |
| SBI Securities Co., Ltd. | 31,331 | $2.72M | 0.06% | −1,558−4.7% | Reduced |
| Matauro, LLC | 30,331 | $2.64M | 0.35% | +6,216+25.8% | Added |
| Advisory Services Network, LLC | 30,316 | $2.64M | 0.03% | −171−0.6% | Reduced |
| Envestnet Asset Management Inc | 30,075 | $2.61M | 0.00% | −15,768−34.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 30,024 | $2.61M | 0.10% | −80,036−72.7% | Reduced |
| OP Asset Management Ltd | 29,151 | $2.53M | 0.03% | +2,494+9.4% | Added |
| Mackenzie Financial Corp | 29,036 | $2.52M | 0.00% | +5,047+21.0% | Added |
| Nordea Investment Management AB | 29,767 | $2.50M | 0.00% | +3,231+12.2% | Added |
| Rakuten Securities, Inc. | 27,929 | $2.43M | 0.56% | +5,114+22.4% | Added |
| CIBC Bancorp USA Inc. | 27,458 | $2.39M | 0.00% | +1,384+5.3% | Added |
| Nykredit A/S | 27,417 | $2.38M | 0.01% | +27,417 | New |
| CAPROCK Group, Inc. | 27,263 | $2.37M | 0.05% | +8,675+46.7% | Added |
| Centric Wealth Management | 12,380 | $2.28M | 0.35% | 00.0% | Unchanged |
| DRW Securities, LLC | 26,175 | $2.28M | 0.14% | +20,876+394.0% | Added |
| Prudential PLC | 25,976 | $2.26M | 0.02% | 00.0% | Unchanged |
| Greenland Capital Management LP | 25,426 | $2.21M | 0.42% | +25,426 | New |
| Evolution Wealth Advisors, LLC | 25,127 | $2.18M | 0.26% | 00.0% | Unchanged |
| Truvestments Capital LLC | 24,981 | $2.17M | 0.32% | +1,050+4.4% | Added |
| Blair William & Co | 24,784 | $2.15M | 0.01% | −612−2.4% | Reduced |
| Harvest Fund Management Co., Ltd | 24,586 | $2.14M | 0.07% | +1,385+6.0% | Added |
| EagleClaw Capital Managment, LLC | 24,015 | $2.09M | 0.28% | −210−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 23,900 | $2.08M | 0.01% | +6,695+38.9% | Added |
| Wealthfront Advisers LLC | 23,692 | $2.06M | 0.00% | −10,088−29.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 23,621 | $2.05M | 0.02% | +964+4.3% | Added |
| United Capital Management of KS, Inc. | 23,500 | $2.04M | 0.27% | −7,928−25.2% | Reduced |
| Franklin Resources Inc | 23,355 | $2.03M | 0.00% | +3,128+15.5% | Added |
| Golden State Wealth Management, LLC | 23,141 | $2.01M | 0.18% | −2,096−8.3% | Reduced |
| Profund Advisors LLC | 22,796 | $1.98M | 0.05% | +2,635+13.1% | Added |
| IHT Wealth Management, LLC | 22,643 | $1.97M | 0.04% | −4,702−17.2% | Reduced |
| Jupiter Topco LLC | 22,462 | $1.95M | 0.00% | +22,462 | New |
| Wealth Enhancement Advisory Services, LLC | 20,619 | $1.95M | 0.00% | +4,632+29.0% | Added |
| Walleye Trading LLC | 21,975 | $1.91M | 0.03% | −31,415−58.8% | Reduced |
| Heritage Investors Management Corp | 21,909 | $1.91M | 0.05% | 00.0% | Unchanged |
| Scientech Research LLC | 21,887 | $1.90M | 1.54% | +21,887 | New |
| Vivid Wealth Management, LLC | 21,855 | $1.90M | 0.67% | +5,591+34.4% | Added |
| Wealthspire Advisors, LLC | 21,715 | $1.89M | 0.01% | +21,715 | New |
| Old Mission Capital LLC | 21,534 | $1.88M | 0.05% | −276,097−92.8% | Reduced |
| J. Derek Lewis & Associates Inc. | 21,328 | $1.85M | 0.35% | +13,025+156.9% | Added |
| Collar Capital Management, LLC | 21,318 | $1.85M | 1.09% | −645−2.9% | Reduced |
| Louisiana State Employees Retirement System | 21,300 | $1.85M | 0.03% | +700+3.4% | Added |
| Boothbay Fund Management, LLC | 21,250 | $1.85M | 0.04% | +16,978+397.4% | Added |
| Apollon Wealth Management, LLC | 21,208 | $1.84M | 0.02% | −3,610−14.5% | Reduced |
| Equitable Holdings, Inc. | 20,963 | $1.82M | 0.01% | −599−2.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 20,918 | $1.82M | 0.01% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 20,238 | $1.76M | 0.25% | +218+1.1% | Added |
| Ensign Peak Advisors, Inc | 20,200 | $1.76M | 0.00% | +5,100+33.8% | Added |
| Macquarie Group Ltd | 20,196 | $1.76M | 0.01% | +2,288+12.8% | Added |
| Coastal Investment Advisors, Inc. | 20,094 | $1.75M | 0.54% | +1,262+6.7% | Added |
| Pacer Advisors, Inc. | 20,033 | $1.74M | 0.00% | −24,185−54.7% | Reduced |
| Oppenheimer & Co Inc | 19,977 | $1.74M | 0.02% | −7,136−26.3% | Reduced |
| Gulf International Bank (UK) Ltd | 19,842 | $1.72M | 0.03% | −365−1.8% | Reduced |
| Kentucky Retirement Systems | 19,693 | $1.71M | 0.04% | +19,693 | New |
| Pathstone Holdings, LLC | 19,675 | $1.71M | 0.00% | −126−0.6% | Reduced |
| Teamwork Financial Advisors, LLC | 19,515 | $1.70M | 0.16% | +3,937+25.3% | Added |
| JustInvest LLC | 19,292 | $1.68M | 0.01% | −4,450−18.7% | Reduced |
| Chicago Partners Investment Group LLC | 17,785 | $1.67M | 0.03% | +417+2.4% | Added |
| Rathbone Brothers plc | 18,972 | $1.65M | 0.01% | −210−1.1% | Reduced |
| Wolverine Asset Management LLC | 18,694 | $1.63M | 0.02% | +18,502+9,636.5% | Added |
| Eurizon Capital SGR S.p.A. | 18,360 | $1.60M | 0.00% | −10,749−36.9% | Reduced |
| Allstate Corp | 18,347 | $1.59M | 0.02% | +9,838+115.6% | Added |
| HBK Investments L P | 18,227 | $1.58M | 0.02% | +18,227 | New |
| Maryland State Retirement & Pension System | 18,208 | $1.58M | 0.03% | +2,402+15.2% | Added |
| Manufacturers Life Insurance Company, The | 18,154 | $1.58M | 0.00% | +1,834+11.2% | Added |
| Baird Financial Group, Inc. | 18,147 | $1.58M | 0.00% | +1,701+10.3% | Added |
| Candriam Luxembourg S.C.A. | 17,862 | $1.55M | 0.01% | −592−3.2% | Reduced |
| Sanctuary Advisors, LLC | 17,769 | $1.54M | 0.01% | +2,637+17.4% | Added |
| Colony Group, LLC | 17,746 | $1.54M | 0.00% | +3,470+24.3% | Added |
| Schroder Investment Management Group | 17,172 | $1.49M | 0.00% | −58,733−77.4% | Reduced |
| MUFG Securities EMEA plc | 16,744 | $1.46M | 0.02% | +16,744 | New |
| Sovran Advisors, LLC | 15,048 | $1.45M | 0.11% | +905+6.4% | Added |
| Investment Management Corp of Ontario | 16,634 | $1.45M | 0.02% | −2,040−10.9% | Reduced |
| Kapstone Financial Advisors LLC | 16,590 | $1.44M | 0.60% | +90+0.5% | Added |
| HHM Wealth Advisors, LLC | 16,511 | $1.44M | 0.14% | −1,500−8.3% | Reduced |
| Wellington Management Group LLP | 16,492 | $1.43M | 0.00% | −1,003−5.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,612 | $1.43M | 0.01% | +3,989+31.6% | Added |
| Venturi Wealth Management, LLC | 16,022 | $1.39M | 0.05% | +3,144+24.4% | Added |
| WCG Wealth Advisors LLC | 15,866 | $1.38M | 0.03% | +3,563+29.0% | Added |