Strategy Inc. (mstr 8 Perp)Preferred / convertible

13F holders, Q1 2026 (March 31)
92holders +7
19new positions
9sold out
2famous investors
$68.51avg. 13F price*

At the end of Q1 2026, 92 institutions reported holding Strategy Inc. (mstr 8 Perp) in their 13F filings, up 7 from Q4 2025. 19 opened new positions and 9 sold out. The largest holders were Capital International Investors ($107.7M), BlackRock, Inc. ($68.5M) and Capital World Investors ($52.1M). 2 famous investors held it, including Ken Griffin ( of Citadel Advisors's portfolio) and Israel Englander ( of Millennium Management's portfolio).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions19$6.7M
Exits9$51.1M

All 13F filers, Q4 2025 → Q1 2026: 801,954 shares bought and 1,441,980 shares sold, net −640,026 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 92 holders

Capital International Investors — Reduce -27.2% 1,522,681 $107.7M
BlackRock, Inc. — Reduce -8.8% 969,048 $68.5M
Capital World Investors — Add +15.8% 736,597 $52.1M
ParaFi Capital LP — Add +114.9% 430,628 $30.4M
Van Eck Associates Corp. — Reduce -15.3% 355,290 $25.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. — Add +24.5% 300,109 $21.2M
LPL Financial LLC — Reduce -2.1% 252,865 $17.9M
Kovack Advisors, Inc. — Add +10.9% 201,990 $14.4M
Calamos Advisors LLC — No change 200,000 $14.1M
State Street Corp. — Add +1.8% 168,000 $11.9M
Infrastructure Capital Advisors, LLC — Add +9.9% 153,001 $10.8M
FMR LLC — No change 135,600 $9.6M
Advent Capital Management — Reduce -7.5% 97,805 $7.0M
Aspiring Ventures, LLC — Reduce -2.0% 81,502 $5.8M
Greenland Capital Management LP — Add +2.4% 71,681 $5.1M
Morgan Stanley — Add +40.6% 65,075 $4.6M
Stifel Financial Corp. — Add +24.5% 56,829 $4.0M
Ionic Capital Management LLC — Add +31.3% 37,772 $2.7M
Pasadena Private Wealth, LLC — Reduce -3.9% 35,732 $2.5M
National Bank of Canada — Add +4.1% 34,054 $2.4M
Manufacturers Life Insurance Company, The — New 24,300 $1.7M
Andina Capital Management, LLC — New 22,309 $1.6M
Wells Fargo & Company — Reduce -4.7% 21,008 $1.5M
Wealthcare Advisory Partners LLC — Add +20.8% 20,792 $1.5M
Commonwealth Equity Services, LLC — Add +4.0% 20,516 $1.5M
Mercer Global Advisors Inc. — Reduce -15.0% 20,256 $1.4M
Cambridge Investment Research Advisors, Inc. — Reduce -2.9% 16,997 $1.2M
Marex Group Ltd — Add +272.8% 16,401 $1.2M
Sentinel Dome Partners, LLC — No change 16,000 $1.1M
Regions Financial Corp. — New 14,500 $1.0M
Wedbush Securities Inc. — Reduce -0.3% 14,449 $1.0M
Independent Financial Group, LLC — Add +2.4% 12,970 $917K
Jane Street Group, LLC — Reduce -29.1% 12,284 $868K
Ewing Morris & Co. Investment Partners Ltd. — Add +12.5% 10,681 $755K
Apollon Wealth Management, LLC — Add +104.0% 10,200 $721K
Baird Financial Group, Inc. — No change 9,300 $658K
Deutsche Bank AG — Reduce -70.0% 7,900 $559K
Steward Partners Investment Advisory, LLC — Reduce -56.3% 7,810 $552K
Independent Advisor Alliance — Add +1.7% 5,940 $420K
Citadel Advisors — New 5,558 $393K
UBS Group AG — Add +8891.2% 5,125 $362K
NewEdge Advisors, LLC — Add +36.2% 5,045 $357K
Neuberger Berman Group LLC — No change 5,000 $354K
One Capital Management, LLC — New 4,837 $342K
Cerity Partners LLC — New 4,580 $324K
Sovran Advisors, LLC — Add +52.1% 3,924 $307K
Harbour Investments, Inc. — Add +389.9% 4,287 $303K
Ulland Investment Advisors, LLC — No change 4,075 $288K
Susquehanna International Group, LLP — New 3,863 $273K
HRT Financial LP — Reduce -15.3% 3,851 $272K
Bank of America Corp. — Add +2.7% 3,800 $269K
Ground Swell Capital, LLC — New 3,467 $245K
Ssi Investment Management LLC — No change 3,445 $245K
Captrust Financial Advisors — Reduce -27.0% 3,206 $226K
Fiduciary Alliance LLC — No change 2,997 $224K
Wealth Enhancement Advisory Services, LLC — Reduce -35.5% 3,115 $221K
Synergy Asset Management, LLC — New 3,089 $218K
Osaic Holdings, Inc. — Reduce -21.5% 3,016 $213K
Exit Wealth Advisors, LLC. — New 2,995 $212K
Avantax Planning Partners, Inc. — No change 2,953 $209K
JPMorgan Chase & Co. — No change 3,446 $205K
Marathon Trading Investment Management LLC — No change 2,100 $148K
Millennium Management — New 206,400 $144K
EverSource Wealth Advisors, LLC — New 1,464 $104K
Summit Securities Group LLC — New 1,391 $98K
Aptus Capital Advisors, LLC — Add +0.3% 1,264 $89K
Beaird Harris Wealth Management, LLC — Reduce -82.8% 1,088 $77K
Ascentis Wealth Management, LLC — No change 938 $66K
Cwm, LLC — Add +1.6% 909 $64K
Moisand Fitzgerald Tamayo, LLC — Add +2.8% 692 $49K
PNC Financial Services Group, Inc. — No change 672 $48K
Costello Asset Management, INC — No change 500 $35K
Allworth Financial LP — Add +14.6% 345 $24K
Truvestments Capital LLC — No change 300 $21K
Golden State Wealth Management, LLC — No change 243 $17K
Vision Financial Markets LLC — Reduce -39.9% 220 $16K
Activest Wealth Management — No change 205 $14K
Scarborough Advisors, LLC — New 170 $12K
Physician Wealth Advisors, Inc. — No change 157 $11K
Farther Finance Advisors, LLC — No change 105 $8K
Advisory Services Network, LLC — New 100 $7K
AE Wealth Management LLC — New 100 $7K
Sound Income Strategies, LLC — No change 92 $7K
Triumph Capital Management — No change 30 $2K
Parallel Advisors, LLC — New 28 $2K
Legacy Wealth Managment, LLC — No change 22 $2K
Fifth Third Bancorp — New 21 $1K
Asset Dedication, LLC — Add +23.1% 16 $1K
Strategic Advocates LLC — No change 6 $424
Atlantic Union Bankshares Corp — No change 5 $354
IFP Advisors, Inc — New 5 $354
Ankerstar Wealth, LLC — Reduce -87.5% 3 $212

"% 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.