Strategy Inc. (mstr 8 Perp)Preferred / convertible

13F holders, Q2 2026 (June 30)
84holders −8
14new positions
25sold out
$58.84avg. 13F price*

At the end of Q2 2026, 84 institutions reported holding Strategy Inc. (mstr 8 Perp) in their 13F filings, down 8 from Q1 2026. 14 opened new positions and 25 sold out. The largest holders were Capital International Investors ($71.7M), BlackRock, Inc. ($43.5M) and Capital World Investors ($43.3M).

Company
Strategy Inc. (mstr 8 Perp)
CUSIP
594972887
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2025: 54Q1 2025Q2 2025: 84Q2 2025Q3 2025: 92Q3 2025Q4 2025: 85Q4 2025Q1 2026: 92Q1 2026Q2 2026: 84Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions14$13.9M
Exits25$22.4M

All 13F filers, Q1 2026 → Q2 2026: 660,853 shares bought and 1,544,520 shares sold, net −883,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 84 holders

Capital International Investors — Reduce -19.9% 1,218,911 $71.7M
BlackRock, Inc. — Reduce -23.7% 739,248 $43.5M
Capital World Investors — No change 736,597 $43.3M
Van Eck Associates Corp. — Reduce -8.9% 323,540 $19.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. — Reduce -6.0% 282,158 $16.6M
ParaFi Capital LP — Reduce -47.0% 228,319 $13.4M
Osaic Holdings, Inc. — Add +6778.4% 207,452 $12.2M
Calamos Advisors LLC — No change 200,000 $11.8M
Greenland Capital Management LP — Add +169.9% 193,480 $11.4M
Infrastructure Capital Advisors, LLC — Add +24.8% 190,876 $11.2M
State Street Corp. — Reduce -3.6% 162,000 $9.6M
FMR LLC — Reduce -0.9% 134,400 $7.9M
Advent Capital Management — Add +3.1% 100,876 $5.9M
Aspiring Ventures, LLC — Reduce -4.1% 78,131 $4.6M
Empowered Funds, LLC — New 73,870 $4.3M
Universal- Beteiligungs- und Servicegesellschaft mbH — New 65,000 $3.8M
LPL Financial LLC — Reduce -74.9% 63,548 $3.7M
Morgan Stanley — Reduce -4.1% 62,432 $3.7M
Stifel Financial Corp. — Add +2.7% 58,343 $3.4M
Manufacturers Life Insurance Company, The — Add +67.9% 40,800 $2.4M
National Bank of Canada — Reduce -0.7% 33,817 $2.0M
Pasadena Private Wealth, LLC — Reduce -6.0% 33,571 $2.0M
Ionic Capital Management LLC — Reduce -12.5% 33,059 $1.9M
Wells Fargo & Company — Add +17.3% 24,635 $1.4M
Wealthcare Advisory Partners LLC — Reduce -2.5% 20,274 $1.2M
Sculptor Capital LP — New 20,000 $1.2M
Commonwealth Equity Services, LLC — Reduce -3.5% 19,808 $1.2M
CSS LLC — New 17,523 $1.0M
Cambridge Investment Research Advisors, Inc. — Reduce -0.2% 16,962 $998K
Shaolin Capital Management LLC — New 16,526 $972K
EverSource Wealth Advisors, LLC — Add +1017.1% 16,355 $962K
Sentinel Dome Partners, LLC — No change 16,000 $962K
Jane Street Group, LLC — Add +22.4% 15,039 $885K
Whitebox Advisors LLC — New 15,000 $882K
Wedbush Securities Inc. — Reduce -2.1% 14,149 $832K
K2 Principal Fund, L.P. — New 13,900 $818K
Apollon Wealth Management, LLC — Add +28.4% 13,100 $771K
HRT Financial LP — Add +140.2% 9,251 $544K
Independent Advisor Alliance — Add +29.8% 7,712 $454K
Turner Financial Group, Inc. — — 7,474 $440K
Mercer Global Advisors Inc. — Reduce -65.5% 6,983 $411K
Ewing Morris & Co. Investment Partners Ltd. — Reduce -36.4% 6,798 $400K
JPMorgan Chase & Co. — Add +83.5% 6,322 $376K
One Capital Management, LLC — No change 4,837 $342K
Summit Financial, LLC — New 5,750 $338K
Baird Financial Group, Inc. — Reduce -38.4% 5,725 $337K
Sovran Advisors, LLC — Add +31.8% 5,172 $323K
NewEdge Advisors, LLC — Add +7.8% 5,440 $320K
UBS Group AG — No change 5,125 $301K
Neuberger Berman Group LLC — No change 5,000 $294K
Cerity Partners LLC — Add +2.5% 4,694 $276K
Marathon Trading Investment Management LLC — Add +95.2% 4,100 $241K
Harbour Investments, Inc. — Reduce -6.4% 4,011 $236K
PEAK6 LLC — New 4,000 $235K
Ulland Investment Advisors, LLC — Reduce -3.1% 3,950 $232K
Alliance Wealth Advisors, LLC — New 3,735 $220K
Synergy Asset Management, LLC — Add +11.1% 3,433 $202K
Steward Partners Investment Advisory, LLC — Reduce -83.3% 1,300 $76K
Aptus Capital Advisors, LLC — Add +0.3% 1,268 $75K
Beaird Harris Wealth Management, LLC — Add +2.3% 1,113 $65K
Avenir Tech Ltd — New 702 $60K
Global Retirement Partners, LLC — — 1,000 $59K
Ascentis Wealth Management, LLC — No change 938 $55K
Moisand Fitzgerald Tamayo, LLC — Add +3.5% 716 $42K
Ares Systematic Credit Ltd — New 705 $41K
PNC Financial Services Group, Inc. — No change 672 $40K
Costello Asset Management, INC — No change 500 $29K
Allworth Financial LP — No change 345 $20K
Planning Strategies Inc. — — 327 $19K
AE Wealth Management LLC — Add +222.0% 322 $19K
Truvestments Capital LLC — No change 300 $18K
Vision Financial Markets LLC — Add +3.2% 227 $14K
International Assets Investment Management, LLC — New 225 $14K
Physician Wealth Advisors, Inc. — No change 157 $9K
Farther Finance Advisors, LLC — No change 105 $6K
IFP Advisors, Inc — Add +1660.0% 88 $5K
Jones Financial Companies LLLP — New 34 $2K
Triumph Capital Management — No change 30 $2K
Parallel Advisors, LLC — No change 28 $2K
Fifth Third Bancorp — No change 21 $1K
Asset Dedication, LLC — Add +6.3% 17 $1K
Vima LLC — — 12 $706
Strategic Advocates LLC — No change 6 $353
Atlantic Union Bankshares Corp — No change 5 $295

"% of holder's portfolio" is STRATEGY INC (MSTR 8 PERP)'s weight in each manager's 13F, not the share of Strategy Inc. (mstr 8 Perp) the manager owns.