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 |
|---|---|---|---|---|---|
| Annandale Capital, LLC | 4,269 | $371.0K | 0.05% | +4,269 | New |
| Yousif Capital Management, LLC | 4,188 | $364.1K | 0.00% | +126+3.1% | Added |
| Bonfire Financial | 4,185 | $363.8K | 0.23% | −20−0.5% | Reduced |
| EFG International AG | 4,156 | $361.3K | 0.01% | −5,000−54.6% | Reduced |
| AXS Investments LLC | 4,125 | $358.6K | 0.10% | +710+20.8% | Added |
| Financial Sense Advisors, Inc. | 4,068 | $353.6K | 0.07% | +4,068 | New |
| Maridea Wealth Management LLC | 4,046 | $351.7K | 0.04% | +1,492+58.4% | Added |
| United Asset Strategies, Inc. | 3,999 | $347.6K | 0.02% | −550−12.1% | Reduced |
| First Foundation Advisors | 3,992 | $347.0K | 0.01% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 3,945 | $342.9K | 0.03% | +20+0.5% | Added |
| Central Trust Co | 3,937 | $342.2K | 0.01% | −25−0.6% | Reduced |
| Savant Capital, LLC | 3,123 | $341.9K | 0.00% | −284−8.3% | Reduced |
| Savvy Advisors, Inc. | 3,904 | $339.3K | 0.01% | −73−1.8% | Reduced |
| Cardiff Park Advisors, LLC | 3,900 | $339.0K | 0.03% | +670+20.7% | Added |
| Brookstone Capital Management | 3,881 | $337.4K | 0.00% | +1,486+62.0% | Added |
| Client 1st Advisory Group, LLC | 3,870 | $336.4K | 0.09% | −41−1.0% | Reduced |
| Commerce Bank | 3,799 | $330.2K | 0.00% | −245−6.1% | Reduced |
| Stratos Wealth Advisors, LLC | 3,774 | $328.1K | 0.02% | −3,397−47.4% | Reduced |
| Principle Wealth Partners LLC | 3,771 | $327.8K | 0.02% | −1,422−27.4% | Reduced |
| Concurrent Investment Advisors, LLC | 3,770 | $327.8K | 0.00% | −3,969−51.3% | Reduced |
| CenterBook Partners LP | 3,737 | $324.9K | 0.02% | +3,737 | New |
| Simplicity Wealth,LLC | 3,707 | $322.3K | 0.01% | −777−17.3% | Reduced |
| Steel Peak Wealth Management LLC | 3,690 | $320.8K | 0.01% | −2,406−39.5% | Reduced |
| CMT Capital Markets Trading GmbH | 3,665 | $319.0K | 0.17% | +820+28.8% | Added |
| Gotham Asset Management, LLC | 3,649 | $317.2K | 0.00% | +3,649 | New |
| HighPoint Advisor Group LLC | 3,609 | $313.7K | 0.01% | +200+5.9% | Added |
| Ritholtz Wealth Management | 3,595 | $312.5K | 0.00% | −659−15.5% | Reduced |
| Betterment LLC | 3,561 | $310.0K | 0.00% | +3,561 | New |
| Signaturefd, LLC | 3,524 | $306.4K | 0.00% | −1,234−25.9% | Reduced |
| Clear Harbor Asset Management, LLC | 3,500 | $304.3K | 0.02% | +979+38.8% | Added |
| Rainey & Randall Investment Management Inc. | 3,497 | $304.0K | 0.04% | +3,497 | New |
| New York Life Investment Management LLC | 3,496 | $303.9K | 0.00% | +3,496 | New |
| NewEdge Wealth, LLC | 3,443 | $299.3K | 0.00% | +31+0.9% | Added |
| Means Investment Co., Inc. | 3,355 | $291.6K | 0.02% | +200+6.3% | Added |
| Synergy Financial Management, LLC | 3,333 | $289.7K | 0.03% | +276+9.0% | Added |
| Paul Damon & Associates, Inc. | 3,323 | $288.9K | 0.11% | −100−2.9% | Reduced |
| Invictus Private Wealth, LLC | 3,280 | $285.1K | 0.02% | −1,500−31.4% | Reduced |
| Bokf, NA | 3,275 | $284.7K | 0.00% | +953+41.0% | Added |
| COFG Advisors, LLC | 3,274 | $284.6K | 0.05% | +3,274 | New |
| Anchyra Partners LLC | 3,239 | $281.6K | 0.07% | +477+17.3% | Added |
| Fulcrum Asset Management LLP | 3,038 | $281.6K | 0.03% | +3,038 | New |
| Ballentine Partners, LLC | 3,224 | $280.3K | 0.00% | −755−19.0% | Reduced |
| Mutual of America Capital Management LLC | 3,220 | $279.9K | 0.00% | +3,220 | New |
| Waterloo Capital, L.P. | 3,202 | $278.8K | 0.02% | +1,559+94.9% | Added |
| Cornerstone Wealth Management, LLC | 3,153 | $274.1K | 0.01% | +245+8.4% | Added |
| Seelaus Asset Management LLC | 3,110 | $270.4K | 0.19% | −225−6.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,109 | $270.3K | 0.01% | +1,314+73.2% | Added |
| Weaver Consulting Group | 3,105 | $269.9K | 0.06% | +3,105 | New |
| Independent Family Office, LLC | 3,100 | $269.5K | 0.11% | −1,000−24.4% | Reduced |
| HB Wealth Management, LLC | 3,093 | $268.9K | 0.00% | −1,779−36.5% | Reduced |
| Krilogy Financial LLC | 3,082 | $267.9K | 0.01% | +254+9.0% | Added |
| Cornerstone Advisory, LLC | 3,080 | $267.7K | 0.02% | +3,080 | New |
| Freestone Grove Partners LP | 3,069 | $266.8K | 0.00% | +3,069 | New |
| Parallel Advisors, LLC | 3,048 | $265.0K | 0.00% | −473−13.4% | Reduced |
| Mutual Advisors, LLC | 3,037 | $264.0K | 0.00% | −32−1.0% | Reduced |
| Keebeck Wealth Management, LLC | 3,033 | $263.7K | 0.03% | −628−17.2% | Reduced |
| United Capital Financial Advisers, LLC | 3,027 | $263.1K | 0.00% | −779−20.5% | Reduced |
| Red Reef Advisors LLC | 3,025 | $263.0K | 0.24% | −72−2.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 3,022 | $262.7K | 0.08% | +831+37.9% | Added |
| Cigna Investments Inc | 3,021 | $262.0K | 0.03% | +114+3.9% | Added |
| Blue Sky Capital Consultants Group, Inc. | 3,009 | $261.6K | 0.11% | −16,432−84.5% | Reduced |
| Sava Infond d.o.o. | 3,000 | $260.8K | 0.02% | +300+11.1% | Added |
| Quotient Wealth Partners, LLC | 2,994 | $260.2K | 0.01% | +126+4.4% | Added |
| Harbour Investments, Inc. | 2,955 | $256.9K | 0.00% | −855−22.4% | Reduced |
| Garden State Investment Advisory Services LLC | 2,952 | $256.6K | 0.05% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 2,936 | $255.3K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,926 | $254.4K | 0.01% | +31+1.1% | Added |
| National Wealth Management Group, LLC | 2,924 | $254.2K | 0.08% | −17−0.6% | Reduced |
| Soltis Investment Advisors LLC | 2,883 | $250.7K | 0.01% | −96−3.2% | Reduced |
| Advisor OS, LLC | 2,872 | $249.7K | 0.02% | −112−3.8% | Reduced |
| Carroll Advisory Group, LLC | 2,840 | $246.9K | 0.08% | −598−17.4% | Reduced |
| Engineers Gate Manager LP | 2,840 | $246.9K | 0.00% | +2,840 | New |
| Vestmark Advisory Solutions, Inc. | 2,824 | $245.5K | 0.00% | +2,824 | New |
| Cyndeo Wealth Partners, LLC | 2,823 | $245.4K | 0.01% | −186−6.2% | Reduced |
| DecisionMap Wealth Management, LLC | 2,812 | $244.4K | 0.14% | +64+2.3% | Added |
| Allegheny Financial Group LTD | 2,800 | $243.4K | 0.03% | +11+0.4% | Added |
| Prepared Retirement Institute LLC | 2,799 | $243.3K | 0.10% | −15,023−84.3% | Reduced |
| Baader Bank INC | 2,790 | $242.5K | 0.02% | −2,720−49.4% | Reduced |
| Centiva Capital, LP | 2,764 | $240.3K | 0.01% | −76,338−96.5% | Reduced |
| Mountain Capital Investment Advisors, Inc | 2,759 | $239.8K | 0.03% | +490+21.6% | Added |
| Aaron Wealth Advisors | 2,741 | $238.3K | 0.01% | +776+39.5% | Added |
| Curran Financial Partners, LLC | 2,699 | $234.6K | 0.03% | +15+0.6% | Added |
| Magnus Financial Group LLC | 2,671 | $232.2K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,664 | $232.0K | 0.00% | −58−2.1% | Reduced |
| Trifecta Capital Advisors, LLC | 2,661 | $231.3K | 0.03% | +10.0% | Added |
| Brown Advisory Inc | 2,648 | $230.2K | 0.00% | +519+24.4% | Added |
| Canal Capital Management, LLC | 2,634 | $229.0K | 0.03% | −19−0.7% | Reduced |
| Traynor Capital Management, Inc. | 2,620 | $227.7K | 0.01% | +477+22.3% | Added |
| Pennsylvania Capital Management Inc | 2,607 | $226.6K | 0.06% | −4−0.2% | Reduced |
| Laird Norton Trust Company, LLC | 2,603 | $226.3K | 0.00% | −1,116−30.0% | Reduced |
| Wick Capital Partners, LLC | 2,596 | $225.7K | 0.03% | +211+8.8% | Added |
| Crossmark Global Holdings, Inc. | 2,594 | $225.5K | 0.00% | −42−1.6% | Reduced |
| Avantax Planning Partners, Inc. | 2,591 | $225.2K | 0.01% | +297+12.9% | Added |
| AssuredPartners Investment Advisors, LLC | 2,590 | $225.2K | 0.02% | +262+11.3% | Added |
| Rothschild Investment LLC | 2,581 | $224.4K | 0.01% | +22+0.9% | Added |
| Panoramic Investment Advisors, LLC | 2,573 | $223.7K | 0.11% | +57+2.3% | Added |
| Investment Partners Asset Management, Inc. | 2,572 | $223.6K | 0.12% | +11+0.4% | Added |
| Caxton Associates LLP | 2,523 | $219.3K | 0.00% | +2,523 | New |
| Frec Markets, Inc. | 2,505 | $217.8K | 0.02% | +417+20.0% | Added |
| Evergreen Capital Management LLC | 2,500 | $217.3K | 0.00% | −1,750−41.2% | Reduced |