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 |
|---|---|---|---|---|---|
| Primoris Wealth Advisors, LLC | 2,492 | $216.6K | 0.10% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 2,485 | $216.0K | 0.16% | 00.0% | Unchanged |
| Daviman Financial, LLC | 2,437 | $211.8K | 0.12% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,424 | $210.7K | 0.00% | −293−10.8% | Reduced |
| Bulltick Wealth Management, LLC | 2,417 | $210.1K | 0.04% | +204+9.2% | Added |
| Gsa Capital Partners LLP | 2,412 | $210.0K | 0.01% | +2,412 | New |
| Wedmont Private Capital | 2,194 | $207.7K | 0.01% | −2,557−53.8% | Reduced |
| IAG Wealth Partners, LLC | 2,388 | $207.6K | 0.02% | +934+64.2% | Added |
| Diligent Investors, LLC | 2,385 | $207.3K | 0.05% | +50+2.1% | Added |
| Westpac Banking Corp | 2,377 | $206.6K | 0.01% | +1,721+262.3% | Added |
| Prime Capital Investment Advisors, LLC | 2,365 | $205.6K | 0.00% | −477−16.8% | Reduced |
| Brighton Jones LLC | 2,351 | $204.4K | 0.00% | +116+5.2% | Added |
| International Assets Investment Management, LLC | 2,182 | $203.8K | 0.01% | −1,021−31.9% | Reduced |
| Kera Capital Partners, Inc. | 2,343 | $203.7K | 0.02% | +138+6.3% | Added |
| BridgePort Financial Solutions, LLC | 2,330 | $202.5K | 0.05% | 00.0% | Unchanged |
| Regions Financial Corp | 2,329 | $202.5K | 0.00% | +2,329 | New |
| CX Institutional | 2,316 | $201.0K | 0.01% | +1,024+79.3% | Added |
| Quarry LP | 2,302 | $200.1K | 0.03% | +2,302 | New |
| Ostrum Asset Management | 2,262 | $196.6K | 0.01% | 00.0% | Unchanged |
| Allianz SE | 2,261 | $196.5K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2,147 | $186.6K | 0.06% | +260+13.8% | Added |
| Avanza Fonder AB | 2,122 | $184.5K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2,028 | $176.0K | 0.02% | −365−15.3% | Reduced |
| Close Asset Management Ltd | 1,937 | $168.0K | 0.00% | −1,335−40.8% | Reduced |
| 683 Capital Management, LLC | 1,900 | $165.2K | 0.02% | +1,900 | New |
| Purpose Unlimited Inc. | 1,885 | $164.1K | 0.01% | −862−31.4% | Reduced |
| Penserra Capital Management LLC | 1,887 | $164.0K | 0.00% | +409+27.7% | Added |
| Clearstead Advisors, LLC | 1,886 | $164.0K | 0.00% | +47+2.6% | Added |
| Smartleaf Asset Management LLC | 1,721 | $159.6K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $147.8K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,661 | $144.4K | 0.03% | +1,661 | New |
| MB, Levis & Associates, LLC | 1,600 | $139.1K | 0.05% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,582 | $137.5K | 0.01% | +8+0.5% | Added |
| Miller Capital Partners, Inc. | 1,555 | $135.2K | 0.05% | −141−8.3% | Reduced |
| McGuire Capital Advisors Inc | 1,514 | $131.6K | 0.07% | −157−9.4% | Reduced |
| Financial Perspectives, Inc | 1,472 | $128.0K | 0.03% | +931+172.1% | Added |
| Private Trust Co NA | 1,451 | $126.1K | 0.01% | +750+107.0% | Added |
| GAMMA Investing LLC | 1,402 | $121.9K | 0.00% | −429−23.4% | Reduced |
| Aventura Private Wealth, LLC | 1,394 | $121.2K | 0.04% | −130−8.5% | Reduced |
| Evelyn Partners Group Ltd | 1,250 | $108.7K | 0.00% | +1,250 | New |
| Lazard Asset Management LLC | 1,232 | $107.1K | 0.00% | −850−40.8% | Reduced |
| Sterling Capital Management LLC | 1,217 | $105.8K | 0.00% | +247+25.5% | Added |
| SOA Wealth Advisors, LLC. | 1,107 | $96.2K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,079 | $93.8K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 1,057 | $91.8K | 0.02% | +310+41.5% | Added |
| Clear Street Markets LLC | 1,056 | $91.8K | 0.02% | +1,056 | New |
| Ionic Capital Management LLC | 1,016 | $88.3K | 0.08% | 00.0% | Unchanged |
| Skylands Capital, LLC | 1,000 | $86.9K | 0.01% | +1,000 | New |
| PlanVest Financial, Inc | 965 | $83.9K | 0.06% | +199+26.0% | Added |
| WPG Advisers, LLC | 949 | $82.5K | 0.05% | +345+57.1% | Added |
| TD Waterhouse Canada Inc. | 815 | $76.1K | 0.00% | +167+25.8% | Added |
| Versant Capital Management, Inc | 851 | $74.0K | 0.01% | −58−6.4% | Reduced |
| IFG Advisory, LLC | 823 | $71.5K | 0.00% | +823 | New |
| NBC Securities, Inc. | 820 | $71.3K | 0.00% | −5−0.6% | Reduced |
| Compass Financial Management LLC | 764 | $71.2K | 0.01% | +764 | New |
| Strategic Advocates LLC | 754 | $65.5K | 0.25% | −152−16.8% | Reduced |
| Cornerstone Planning Group LLC | 635 | $63.5K | 0.01% | −55−8.0% | Reduced |
| Y.D. More Investments Ltd | 730 | $63.5K | 0.00% | +730 | New |
| Action Point Financial Planning, LLC | 678 | $58.9K | 0.01% | +678 | New |
| Vega Investment Solutions | 627 | $54.5K | 0.01% | +627 | New |
| JTC Employer Solutions Trusteee Ltd | 600 | $52.0K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 562 | $48.9K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 562 | $48.8K | 0.00% | −186−24.9% | Reduced |
| Pin Oak Investment Advisors Inc | 548 | $48.0K | 0.03% | +1+0.2% | Added |
| Huntington National Bank | 547 | $47.5K | 0.00% | +30+5.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 545 | $47.4K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 532 | $46.2K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 522 | $45.4K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 513 | $44.6K | 0.01% | −1,143−69.0% | Reduced |
| Wilkerson Advisory Group LLC | 504 | $43.8K | 0.01% | +6+1.2% | Added |
| BigSur Wealth Management LLC | 500 | $43.5K | 0.01% | 00.0% | Unchanged |
| City State Bank | 480 | $41.7K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 455 | $39.6K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 451 | $39.2K | 0.01% | −157−25.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 441 | $38.3K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 440 | $38.2K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 434 | $37.7K | 0.00% | −983−69.4% | Reduced |
| V-Square Quantitative Management LLC | 431 | $37.5K | 0.00% | +57+15.2% | Added |
| Evermay Wealth Management LLC | 427 | $37.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 407 | $35.4K | 0.00% | −100−19.7% | Reduced |
| Bogart Wealth, LLC | 384 | $33.4K | 0.00% | −1−0.3% | Reduced |
| St Germain D J Co Inc | 374 | $32.5K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 370 | $32.2K | 0.00% | −9,625−96.3% | Reduced |
| Banque Cantonale Vaudoise | 368 | $32.0K | 0.00% | −4,825−92.9% | Reduced |
| Capital Advisors, Ltd. LLC | 360 | $31.0K | 0.00% | −10−2.7% | Reduced |
| Ankerstar Wealth, LLC | 348 | $30.3K | 0.03% | −2,779−88.9% | Reduced |
| Chesapeake Asset Management LLC | 349 | $29.8K | 0.02% | +313+869.4% | Added |
| First Command Advisory Services, Inc. | 342 | $29.7K | 0.00% | +309+936.4% | Added |
| Zions Bancorporation, National Association | 326 | $28.3K | 0.00% | +149+84.2% | Added |
| Assetmark, Inc | 325 | $28.3K | 0.00% | −660−67.0% | Reduced |
| Guardian Partners Inc. | 325 | $28.3K | 0.00% | +325 | New |
| Banque Transatlantique SA | 280 | $28.0K | 0.00% | −125−30.9% | Reduced |
| MPWM Advisory Solutions, LLC | 320 | $27.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 307 | $26.7K | 0.00% | −256−45.5% | Reduced |
| North Star Investment Management Corp. | 300 | $26.1K | 0.00% | −33−9.9% | Reduced |
| Continuum Advisory, LLC | 300 | $26.1K | 0.00% | +300 | New |
| Whittier Trust Co of Nevada Inc | 263 | $25.6K | 0.00% | +50+23.5% | Added |
| Ancora Advisors, LLC | 290 | $25.2K | 0.00% | +153+111.7% | Added |
| Triumph Capital Management | 282 | $24.5K | 0.00% | +51+22.1% | Added |
| Salem Investment Counselors Inc | 271 | $23.6K | 0.00% | +10+3.8% | Added |