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 |
|---|---|---|---|---|---|
| Sepio Capital, LP | 7,711 | $670.3K | 0.03% | −1,752−18.5% | Reduced |
| Integrity Alliance, LLC. | 7,669 | $666.7K | 0.02% | +1,139+17.4% | Added |
| Everence Capital Management Inc | 7,485 | $651.0K | 0.03% | +3,601+92.7% | Added |
| Partners Wealth Management, LLC | 7,460 | $648.5K | 0.64% | +382+5.4% | Added |
| J.W. Cole Advisors, Inc. | 7,445 | $647.2K | 0.01% | +7,445 | New |
| RSM US Wealth Management LLC | 7,438 | $646.6K | 0.01% | −175−2.3% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 7,382 | $641.7K | 0.27% | +1,072+17.0% | Added |
| UniSuper Management Pty Ltd | 7,373 | $640.9K | 0.00% | +2,273+44.6% | Added |
| EP Wealth Advisors, LLC | 7,348 | $638.8K | 0.00% | +3,022+69.9% | Added |
| Patriot Investment Management Inc. | 7,264 | $631.5K | 0.04% | −7,242−49.9% | Reduced |
| Twin Tree Management, LP | 7,263 | $631.4K | 0.10% | +7,263 | New |
| Osmosis Investment Management UK Ltd | 7,251 | $630.3K | 0.03% | −6,038−45.4% | Reduced |
| Capital International Ltd | 7,170 | $623.3K | 0.02% | +201+2.9% | Added |
| Traphagen Investment Advisors LLC | 7,070 | $614.6K | 0.04% | −207−2.8% | Reduced |
| Blueshift Asset Management, LLC | 7,050 | $612.9K | 0.14% | +7,050 | New |
| Sullivan Wood Capital Management LLC | 7,000 | $608.5K | 0.83% | +7,000 | New |
| Ambassador Advisors, LLC | 6,952 | $604.3K | 0.07% | +49+0.7% | Added |
| Assenagon Asset Management S.A. | 6,922 | $601.7K | 0.00% | −1,416−17.0% | Reduced |
| Insigneo Advisory Services, LLC | 6,912 | $600.9K | 0.02% | +2,158+45.4% | Added |
| Centaurus Financial, Inc. | 6,900 | $600.0K | 0.02% | +100+1.5% | Added |
| Howard Capital Management Inc. | 6,850 | $595.5K | 0.01% | +6,850 | New |
| Resources Investment Advisors, LLC. | 6,839 | $594.5K | 0.01% | +1,961+40.2% | Added |
| Csenge Advisory Group | 6,784 | $589.7K | 0.02% | +4,889+258.0% | Added |
| E. Ohman J:or Asset Management AB | 6,763 | $587.9K | 0.01% | −2,500−27.0% | Reduced |
| CoreCap Advisors, LLC | 6,531 | $567.7K | 0.02% | +3,610+123.6% | Added |
| Convergence Financial, LLC | 6,530 | $567.7K | 0.05% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 5,846 | $567.6K | 0.03% | +722+14.1% | Added |
| National Asset Management, Inc. | 6,046 | $560.3K | 0.03% | +1,042+20.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,436 | $559.5K | 0.00% | −2,111−24.7% | Reduced |
| Core Wealth Partners LLC | 6,435 | $559.4K | 0.24% | +213+3.4% | Added |
| Fiduciary Alliance LLC | 6,421 | $558.2K | 0.04% | −43,097−87.0% | Reduced |
| Raiffeisen Bank International AG | 5,980 | $554.2K | 0.01% | +5,792+3,080.9% | Added |
| Sig Brokerage, LP | 6,343 | $551.4K | 0.09% | −1,473−18.8% | Reduced |
| QRG Capital Management, Inc. | 6,258 | $544.0K | 0.00% | +247+4.1% | Added |
| Nwam LLC | 6,248 | $543.1K | 0.03% | +786+14.4% | Added |
| LCM Capital Management Inc | 6,139 | $533.7K | 0.23% | −2,000−24.6% | Reduced |
| Capstone Financial Advisors, Inc. | 6,107 | $530.9K | 0.03% | −7,117−53.8% | Reduced |
| Tradition Wealth Management, LLC | 6,104 | $530.6K | 0.03% | +283+4.9% | Added |
| Turner Financial Group, Inc. | 6,057 | $526.6K | 0.52% | +6,057 | New |
| Axxcess Wealth Management, LLC | 6,000 | $521.6K | 0.01% | −6,155−50.6% | Reduced |
| Change Path, LLC | 5,990 | $520.7K | 0.01% | −835−12.2% | Reduced |
| E6 Portfolios, LLC | 5,982 | $520.0K | 0.42% | +1,488+33.1% | Added |
| Finer Wealth Management, Inc. | 5,954 | $517.6K | 0.23% | +25+0.4% | Added |
| Verus Capital Partners, LLC | 5,811 | $505.1K | 0.03% | −159−2.7% | Reduced |
| Beacon Capital Management, LLC | 5,810 | $505.1K | 0.07% | +128+2.3% | Added |
| Fiduciary Trust Co | 5,766 | $501.2K | 0.01% | −3−0.1% | Reduced |
| Arkadios Wealth Advisors | 5,766 | $501.2K | 0.01% | −1,585−21.6% | Reduced |
| Headlands Technologies LLC | 5,750 | $499.8K | 0.05% | −88,424−93.9% | Reduced |
| Lifeworks Advisors, LLC | 5,744 | $499.3K | 0.05% | −177−3.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,698 | $495.3K | 0.13% | +84+1.5% | Added |
| Sterling Investment Advisors, Ltd. | 5,673 | $493.2K | 0.08% | −930−14.1% | Reduced |
| Covenant Asset Management, LLC | 5,616 | $488.2K | 0.09% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 5,587 | $485.7K | 0.02% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 5,568 | $484.0K | 0.00% | 00.0% | Unchanged |
| TCW Group Inc | 5,568 | $484.0K | 0.00% | +400+7.7% | Added |
| Merit Financial Group, LLC | 5,541 | $481.7K | 0.00% | −150−2.6% | Reduced |
| Principal Financial Group Inc | 5,506 | $478.6K | 0.00% | +1,927+53.8% | Added |
| IPG Investment Advisors LLC | 5,500 | $478.1K | 0.07% | +376+7.3% | Added |
| US Bancorp | 5,471 | $475.6K | 0.00% | −5,511−50.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 5,470 | $475.5K | 0.05% | +265+5.1% | Added |
| Institute for Wealth Management, LLC. | 5,460 | $474.6K | 0.04% | −1,005−15.5% | Reduced |
| Hartline Investment Corp | 5,369 | $466.7K | 0.04% | +2,750+105.0% | Added |
| MetLife Investment Management | 5,341 | $464.3K | 0.00% | −552−9.4% | Reduced |
| Larson Financial Group LLC | 5,337 | $463.9K | 0.01% | −609−10.2% | Reduced |
| Meeder Advisory Services, Inc. | 5,187 | $450.9K | 0.02% | +1,492+40.4% | Added |
| Perennial Investment Advisors, LLC | 5,171 | $449.5K | 0.03% | −210−3.9% | Reduced |
| Alphadyne Asset Management LP | 5,171 | $449.5K | 0.02% | +5,171 | New |
| Wiley Bros.-Aintree Capital, LLC | 5,153 | $447.5K | 0.00% | −292−5.4% | Reduced |
| Vestcor Inc | 5,097 | $443.0K | 0.01% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 5,010 | $435.5K | 0.01% | −161−3.1% | Reduced |
| AdvisorNet Financial, Inc | 4,972 | $432.2K | 0.02% | +50+1.0% | Added |
| FIL Ltd | 4,970 | $432.0K | 0.00% | +4,970 | New |
| IFP Advisors, Inc | 4,963 | $431.4K | 0.01% | −35−0.7% | Reduced |
| Principal Securities, Inc. | 4,949 | $430.2K | 0.01% | +1,677+51.3% | Added |
| Robertson Stephens Wealth Management, LLC | 4,876 | $423.9K | 0.01% | +4,876 | New |
| Snowden Capital Advisors LLC | 4,850 | $421.6K | 0.01% | +4,850 | New |
| 180 Wealth Advisors, LLC | 4,849 | $421.5K | 0.04% | +2,864+144.3% | Added |
| Valeo Financial Advisors, LLC | 4,847 | $421.4K | 0.01% | +748+18.2% | Added |
| Woodward Diversified Capital, LLC | 4,834 | $420.2K | 0.19% | +20.0% | Added |
| Moneta Group Investment Advisors LLC | 4,820 | $419.0K | 0.00% | +18+0.4% | Added |
| Allworth Financial LP | 4,782 | $415.7K | 0.00% | +1,115+30.4% | Added |
| Kovack Advisors, Inc. | 4,710 | $414.3K | 0.02% | −26,813−85.1% | Reduced |
| Warren Averett Asset Management, LLC | 4,676 | $406.5K | 0.00% | +808+20.9% | Added |
| Diversify Wealth Management, LLC | 4,095 | $404.0K | 0.01% | +2,137+109.1% | Added |
| Diversify Advisory Services, LLC | 4,095 | $404.0K | 0.01% | +4,095 | New |
| Pine Valley Investments Ltd Liability Co | 4,504 | $391.5K | 0.02% | +74+1.7% | Added |
| Metis Global Partners, LLC | 4,488 | $390.1K | 0.01% | +1,990+79.7% | Added |
| MAI Capital Management | 4,475 | $389.0K | 0.00% | −2,892−39.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,464 | $388.1K | 0.01% | +83+1.9% | Added |
| Sowell Financial Services LLC | 4,458 | $387.5K | 0.01% | +66+1.5% | Added |
| Capital International Inc | 4,452 | $387.0K | 0.00% | 00.0% | Unchanged |
| Militia Capital Management LLC | 4,450 | $386.8K | 0.07% | +1,500+50.8% | Added |
| Intech Investment Management LLC | 4,411 | $383.4K | 0.00% | +2,228+102.1% | Added |
| Abound Financial, LLC | 4,391 | $381.7K | 0.15% | +135+3.2% | Added |
| Fort Point Capital Partners LLC | 4,365 | $379.4K | 0.04% | +570+15.0% | Added |
| Aviso Wealth Management | 4,330 | $376.4K | 0.15% | 00.0% | Unchanged |
| Vienna Asset Management LLC | 4,327 | $376.1K | 0.27% | −7,982−64.8% | Reduced |
| Cambria Investment Management, L.P. | 4,324 | $375.9K | 0.02% | −107−2.4% | Reduced |
| Keybank National Association | 4,315 | $375.1K | 0.00% | −492−10.2% | Reduced |
| Fifth Third Bancorp | 4,278 | $371.9K | 0.00% | −696−14.0% | Reduced |