Strategy Inc. (mstr 12 Perp A.)Preferred / convertible
13F holders, Q1 2026 (March 31)2holders +1
1new positions
0sold out
$99.44avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Strategy Inc. (mstr 12 Perp A.) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($753K) and Wellington-Altus USA Inc. ($25K).
- Company
- Strategy Inc. (mstr 12 Perp A.)
- CUSIP
- 594972853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $25K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 5,309 shares bought, net +5,309 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ethos Financial Group, LLC | — | Add +198.7% | 7,530 | $753K |
| Wellington-Altus USA Inc. | — | New | 300 | $25K |
"% of holder's portfolio" is STRATEGY INC (MSTR 12 PERP A.)'s weight in each manager's 13F, not the share of Strategy Inc. (mstr 12 Perp A.) the manager owns.