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Livermore
Livermore
ZHEN

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.

Other share classesSTRCSTRDSTRFSTRK

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.

Institutional holdersQ2 2026: 852 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ2 2026: $18.2B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2026.

Institutions holding MSTR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
TD Private Client Wealth LLC17$1.48K0.00%−27−61.4%Reduced
BankPlus Trust Department17$1.48K0.00%00.0%Unchanged
Synergy Investment Management, LLC15$1.40K0.00%+15New
Beacon Investment Advisory Services, Inc.16$1.39K0.00%00.0%Unchanged
RMG Wealth Management LLC14$1.33K0.00%00.0%Unchanged
Sittner & Nelson, LLC15$1.30K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC14$1.22K0.00%−1−6.7%Reduced
NVWM, LLC13$1.13K0.00%00.0%Unchanged
Hughes Financial Services, LLC13$1.13K0.00%+7+116.7%Added
Bell Investment Advisors, Inc12$1.04K0.00%−40−76.9%Reduced
Investment Research & Advisory Group, Inc.5$1.04K0.00%00.0%Unchanged
NBH Bank12$1.04K0.00%+12New
Ares Financial Consulting, LLC11$9560.00%−784−98.6%Reduced
Quaker Wealth Management, LLC10$8700.00%−198−95.2%Reduced
Gordian Capital Singapore Pte Ltd10$8690.00%−850−98.8%Reduced
Berkshire Capital Holdings Inc10$8690.00%00.0%Unchanged
Basepoint Wealth LLC10$8690.00%00.0%Unchanged
Trust Co of Vermont10$8690.00%+10New
Park Place Capital Corp9$7820.00%−27−75.0%Reduced
Oakworth Capital, Inc.9$7820.00%00.0%Unchanged
Tidemark, LLC9$7820.00%00.0%Unchanged
High Note Wealth, LLC8$6950.00%−19−70.4%Reduced
Torren Management, LLC8$6950.00%00.0%Unchanged
Davis Capital Management8$6950.00%+4+100.0%Added
Ameriflex Group, Inc.8$6950.00%+7+700.0%Added
Tounjian Advisory Partners, LLC8$6950.00%+8New
Burk Holdings LLC6$5220.00%00.0%Unchanged
West Paces Advisors Inc.6$5220.00%+6New
Financial Network Wealth Advisors LLC6$5220.00%+6New
Stone House Investment Management, LLC5$4350.00%−16−76.2%Reduced
Essential Investment Partners LLC5$4350.00%00.0%Unchanged
Breakwater Investment Management5$4350.00%+5New
South State Corp.3$2610.00%−13−81.3%Reduced
IMA Wealth, Inc.3$2610.00%00.0%Unchanged
Godfrey Financial Associates, Inc.3$2610.00%00.0%Unchanged
Federated Hermes, Inc.3$2610.00%+3New
Signature Equity Partners, LLC3$2610.00%+3New
Halbert Hargrove Global Advisors, LLC3$2580.00%+3New
Mather Group, LLC.3$2360.00%−20−87.0%Reduced
Duncker Streett & Co Inc2$1740.00%00.0%Unchanged
JFS Wealth Advisors, LLC2$1740.00%00.0%Unchanged
Valued Wealth Advisors LLC2$1740.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2$1740.00%+2New
Markowski Investments2$1740.00%+2New
ORG Wealth Partners, LLC2$1720.00%00.0%Unchanged
3 Factor Indexing, LLC1$870.00%00.0%Unchanged
Grove Bank & Trust1$870.00%+1New
ParaFi Capital LP1$870.00%+1New
Darwin Advisors, LLC0$200.00%0New
Roble, Belko & Company, Inc3$00.00%−27−90.0%Reduced
Evolution Advisers, Inc.2$00.00%+2New
Coppell Advisory Solutions LLC2––+2New
Defiance ETFs, LLC0$00.00%−2,877,686−100.0%Sold out
Alberta Investment Management Corp0$00.00%−1,382,000−100.0%Sold out
APG Asset Management N.V.0$00.00%−134,280−100.0%Sold out
BIT Capital GmbH0$00.00%−106,284−100.0%Sold out
Himension Fund0$00.00%−88,522−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−72,431−100.0%Sold out
Simplex Trading, LLC0$00.00%−45,923−100.0%Sold out
Oasis Advisors, LLC0$00.00%−43,560−100.0%Sold out
Varma Mutual Pension Insurance Co0$00.00%−42,880−100.0%Sold out
Erste Asset Management GmbH0$00.00%−35,209−100.0%Sold out
Optiver Holding B.V.0$00.00%−30,189−100.0%Sold out
Boundless Plain Holdings Ltd0$00.00%−30,000−100.0%Sold out
Freemont Management S.A.0$00.00%−27,200−100.0%Sold out
Lavelle Capital LP0$00.00%−24,890−100.0%Sold out
Telligent Fund, LP0$00.00%−23,400−100.0%Sold out
X-Square Capital, LLC0$00.00%−23,155−100.0%Sold out
ASR Vermogensbeheer N.V.0$00.00%−23,019−100.0%Sold out
Verition Fund Management LLC0$00.00%−13,317−100.0%Sold out
Capital Fund Management S.A.0$00.00%−13,246−100.0%Sold out
Promethium Advisors,llc0$00.00%−12,941−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−12,800−100.0%Sold out
Maxi Investments CY Ltd0$00.00%−12,400−100.0%Sold out
AMG National Trust Bank0$00.00%−11,070−100.0%Sold out
Polianta Ltd0$00.00%−9,800−100.0%Sold out
Andina Capital Management, LLC0$00.00%−9,011−100.0%Sold out
QTR Family Wealth, LLC0$00.00%−7,379−100.0%Sold out
Paradigm Financial Partners, LLC0$00.00%−7,067−100.0%Sold out
Waldron Private Wealth LLC0$00.00%−6,888−100.0%Sold out
MBL Wealth, LLC0$00.00%−6,420−100.0%Sold out
DeepCurrents Investment Group LLC0$00.00%−6,363−100.0%Sold out
Tred Avon Family Wealth, LLC0$00.00%−6,194−100.0%Sold out
BLKBRD Asset Management, LP0$00.00%−5,931−100.0%Sold out
Dynasty Wealth Management, LLC0$00.00%−5,783−100.0%Sold out
CoinFund Management LLC0$00.00%−5,680−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−5,557−100.0%Sold out
Bannerstone Capital Management, LLC0$00.00%−5,554−100.0%Sold out
Perigon Wealth Management, LLC0$00.00%−5,464−100.0%Sold out
Thryve Wealth Management LLC0$00.00%−5,265−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−5,188−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−5,008−100.0%Sold out
DV Trading LLC0$00.00%−5,007−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−4,751−100.0%Sold out
Pennington Partners & Co., LLC0$00.00%−4,287−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−4,170−100.0%Sold out
Neuberger Berman Group LLC0$00.00%−4,142−100.0%Sold out
Nations Financial Group Inc,0$00.00%−4,096−100.0%Sold out
Silvercrest Asset Management Group LLC0$00.00%−3,840−100.0%Sold out
Sierra Capital LLC0$00.00%−3,463−100.0%Sold out