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 |
|---|---|---|---|---|---|
| KPP Advisory Services LLC | 15,765 | $1.37M | 0.17% | +840+5.6% | Added |
| Pinnacle Associates Ltd | 15,269 | $1.33M | 0.01% | +6,249+69.3% | Added |
| CWM Advisors, LLC | 15,232 | $1.32M | 0.05% | +2,033+15.4% | Added |
| CIBC World Markets Inc. | 15,201 | $1.32M | 0.00% | −5,526−26.7% | Reduced |
| Standard Life Aberdeen plc | 15,106 | $1.31M | 0.00% | −43,107−74.1% | Reduced |
| Allianz Asset Management GmbH | 15,045 | $1.31M | 0.00% | +4,732+45.9% | Added |
| Prospera Financial Services Inc | 14,917 | $1.30M | 0.02% | +2,940+24.5% | Added |
| Woodline Partners LP | 14,901 | $1.30M | 0.00% | +4,683+45.8% | Added |
| Amalgamated Bank | 14,793 | $1.29M | 0.01% | −863−5.5% | Reduced |
| Gateway Investment Advisers LLC | 14,756 | $1.28M | 0.01% | −8,406−36.3% | Reduced |
| CAP Partners, LLC | 14,694 | $1.28M | 0.62% | −6,374−30.3% | Reduced |
| Nisa Investment Advisors, LLC | 14,553 | $1.27M | 0.00% | −17,369−54.4% | Reduced |
| Sun Financial Inc | 12,779 | $1.24M | 0.59% | +6,131+92.2% | Added |
| Am Investment Strategies LLC | 14,239 | $1.24M | 0.24% | +4,047+39.7% | Added |
| Farther Finance Advisors, LLC | 14,093 | $1.23M | 0.01% | +2,280+19.3% | Added |
| Evexia Wealth LLC | 12,856 | $1.22M | 0.33% | +4,002+45.2% | Added |
| State of Michigan Retirement System | 14,000 | $1.22M | 0.01% | +8,200+141.4% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 13,850 | $1.20M | 0.56% | −3,975−22.3% | Reduced |
| CSS LLC | 13,632 | $1.19M | 0.05% | +13,632 | New |
| AE Wealth Management LLC | 13,489 | $1.17M | 0.01% | −15,508−53.5% | Reduced |
| Ameritas Advisory Services, LLC | 13,400 | $1.16M | 0.02% | +13,400 | New |
| Sky-Mountain Capital Management, Inc. | 13,382 | $1.16M | 0.83% | 00.0% | Unchanged |
| Bank of Nova Scotia | 13,371 | $1.16M | 0.00% | −5,239−28.2% | Reduced |
| Capital International Sarl | 13,251 | $1.15M | 0.02% | −58−0.4% | Reduced |
| Dba Trading, LLC | 9,200 | $1.15M | 0.58% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,072 | $1.14M | 0.00% | +407+3.2% | Added |
| Prudential Financial Inc | 13,010 | $1.13M | 0.00% | +76+0.6% | Added |
| Cedarwood Wealth LLC | 12,922 | $1.12M | 0.85% | +12,922 | New |
| Global Retirement Partners, LLC | 12,814 | $1.11M | 0.02% | +12,814 | New |
| Norinchukin Bank, The | 12,732 | $1.11M | 0.01% | +1,001+8.5% | Added |
| Empowered Funds, LLC | 12,710 | $1.10M | 0.01% | +283+2.3% | Added |
| Abn Amro Investment Solutions | 12,622 | $1.10M | 0.01% | +2,817+28.7% | Added |
| Ausdal Financial Partners, Inc. | 12,598 | $1.10M | 0.04% | +1,156+10.1% | Added |
| AG2R la Mondiale Gestion D'Actifs | 12,591 | $1.09M | 0.04% | −1,155−8.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 12,499 | $1.09M | 0.13% | +8,098+184.0% | Added |
| Ci Investments Inc. | 12,360 | $1.07M | 0.00% | +10,252+486.3% | Added |
| Alchemi Wealth, LLC | 12,339 | $1.07M | 0.50% | +2,048+19.9% | Added |
| Integrated Wealth Concepts LLC | 12,321 | $1.07M | 0.01% | +979+8.6% | Added |
| VestGen Advisors, LLC | 12,296 | $1.07M | 0.03% | −9,416−43.4% | Reduced |
| Ameritas Investment Partners, Inc. | 11,997 | $1.04M | 0.03% | +648+5.7% | Added |
| E Fund Management Co., Ltd. | 11,959 | $1.04M | 0.02% | +1,137+10.5% | Added |
| Truist Financial Corp | 11,819 | $1.03M | 0.00% | +1,135+10.6% | Added |
| Steward Partners Investment Advisory, LLC | 11,655 | $1.01M | 0.01% | +1,575+15.6% | Added |
| Wedbush Securities Inc | 11,658 | $1.01M | 0.03% | −263−2.2% | Reduced |
| Fideuram Asset Management (Ireland) dac | 9,572 | $1.01M | 0.02% | +9,572 | New |
| Pensionmark Financial Group, LLC | 8,323 | $993.7K | 0.02% | −388−4.5% | Reduced |
| Signal Advisors Wealth, LLC | 11,430 | $993.6K | 0.05% | +3,471+43.6% | Added |
| Tokio Marine Asset Management Co Ltd | 11,378 | $989.1K | 0.03% | +124+1.1% | Added |
| J. Safra Sarasin Holding AG | 11,369 | $988.6K | 0.01% | +11,369 | New |
| TCG Advisory Services, LLC | 11,313 | $983.4K | 0.02% | +6,847+153.3% | Added |
| Omers Administration Corp | 11,049 | $960.5K | 0.01% | +1,587+16.8% | Added |
| Western Wealth Management, LLC | 11,002 | $956.4K | 0.03% | −1,952−15.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 10,955 | $952.3K | 0.12% | −18−0.2% | Reduced |
| Sigma Planning Corp | 10,906 | $948.1K | 0.02% | +1,236+12.8% | Added |
| Knights of Columbus Asset Advisors LLC | 10,834 | $941.8K | 0.05% | +10,834 | New |
| Indivisible Partners | 10,758 | $935.2K | 0.05% | +4,615+75.1% | Added |
| Ethic Inc. | 10,538 | $916.1K | 0.01% | −2,300−17.9% | Reduced |
| Argent Advisors, Inc. | 10,500 | $912.8K | 0.23% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 10,485 | $911.5K | 0.50% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 10,458 | $909.0K | 0.00% | +10,458 | New |
| Voya Investment Management LLC | 10,281 | $893.7K | 0.00% | −1,030−9.1% | Reduced |
| Geneos Wealth Management Inc. | 10,278 | $893.5K | 0.02% | +1,611+18.6% | Added |
| Jones Financial Companies LLLP | 10,843 | $892.5K | 0.00% | +4,329+66.5% | Added |
| Maripau Wealth Management LLC | 9,149 | $892.2K | 0.32% | +2,897+46.3% | Added |
| Brinker Capital Investments, LLC | 10,249 | $890.9K | 0.01% | +544+5.6% | Added |
| Bleakley Financial Group, LLC | 10,104 | $878.3K | 0.01% | −2,696−21.1% | Reduced |
| PKO Investment Management Joint-Stock Co | 10,000 | $869.3K | 0.06% | +5,000+100.0% | Added |
| Gladstone Institutional Advisory LLC | 9,997 | $869.0K | 0.03% | +2,524+33.8% | Added |
| China Universal Asset Management Co., Ltd. | 9,961 | $865.9K | 0.05% | +1,125+12.7% | Added |
| M&T Bank Corp | 9,767 | $848.9K | 0.00% | −5,590−36.4% | Reduced |
| Spire Wealth Management | 9,763 | $848.7K | 0.03% | −2,816−22.4% | Reduced |
| Sage Mountain Advisors LLC | 9,697 | $843.0K | 0.05% | +1,910+24.5% | Added |
| Formidable Asset Management, LLC | 6,720 | $838.7K | 0.13% | +2,565+61.7% | Added |
| Winton Group Ltd | 9,500 | $825.8K | 0.03% | +9,500 | New |
| Lombard Odier Asset Management (Switzerland) SA | 9,376 | $815.1K | 0.03% | +740+8.6% | Added |
| North Dakota State Investment Board | 9,276 | $806.4K | 0.03% | +1,535+19.8% | Added |
| Dynamic Advisor Solutions LLC | 9,266 | $805.5K | 0.02% | −756−7.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,250 | $804.1K | 0.00% | −882−8.7% | Reduced |
| SRS Capital Advisors, Inc. | 9,206 | $800.3K | 0.01% | +6,505+240.8% | Added |
| PFG Investments, LLC | 9,182 | $798.2K | 0.03% | +2,048+28.7% | Added |
| Visionary Wealth Advisors | 9,016 | $783.7K | 0.03% | −949−9.5% | Reduced |
| Disciplined Investors, L.L.C. | 8,930 | $776.3K | 0.39% | −6,507−42.2% | Reduced |
| Sequoia Financial Advisors, LLC | 8,916 | $775.0K | 0.00% | −3,800−29.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,764 | $761.8K | 0.02% | −1,243−12.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,639 | $751.0K | 0.02% | −13,818−61.5% | Reduced |
| Summit Trail Advisors, LLC | 8,607 | $748.2K | 0.01% | +2,094+32.2% | Added |
| Prakash Investment Advisors LLC | 8,500 | $738.9K | 0.46% | −6,300−42.6% | Reduced |
| Beacon Pointe Advisors, LLC | 8,455 | $735.0K | 0.00% | +2,909+52.5% | Added |
| Modern Wealth Management, LLC | 8,403 | $730.5K | 0.01% | +5,351+175.3% | Added |
| Johns Hopkins University | 8,400 | $730.2K | 0.05% | 00.0% | Unchanged |
| Wallace Hart LLC | 8,400 | $730.2K | 0.46% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 8,258 | $717.9K | 0.01% | +153+1.9% | Added |
| Spartan Wealth Advisory Services LLC | 8,236 | $716.0K | 0.06% | +1,200+17.1% | Added |
| Thompson David Blair | 8,232 | $715.6K | 0.36% | −173−2.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,172 | $710.4K | 0.04% | +1,224+17.6% | Added |
| Kingsview Wealth Management, LLC | 8,067 | $701.3K | 0.01% | −556−6.4% | Reduced |
| Readystate Asset Management LP | 8,044 | $699.3K | 0.03% | −8,040−50.0% | Reduced |
| Oxler Private Wealth LLC | 7,998 | $695.3K | 0.20% | +3,262+68.9% | Added |
| Wealthcare Advisory Partners LLC | 7,857 | $683.0K | 0.01% | +329+4.4% | Added |
| Wahed Invest LLC | 7,788 | $677.0K | 0.07% | −318−3.9% | Reduced |