Strategy Inc. (mstr 0 12/01/29)

13F holders, Q2 2026 (June 30)
4holders −1
1new positions
2sold out
$4.13avg. 13F price*

At the end of Q2 2026, 4 institutions reported holding Strategy Inc. (mstr 0 12/01/29) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 2 sold out. The largest holders were Mackenzie Financial Corp. ($8.6M), Scotia Capital Inc. ($5.8M) and State of Wisconsin Investment Board ($3.4M).

Company
Strategy Inc. (mstr 0 12/01/29)
CUSIP
594972AS0
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q4 2025: 3Q4 2025Q1 2026: 5Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$8.6M
Exits2$5.2M

All 13F filers, Q1 2026 → Q2 2026: 1,010,542 shares bought and 6,185,000 shares sold, net −5,174,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Mackenzie Financial Corp. 0.01% New 10,000 $8.6M
Scotia Capital Inc. 0.02% Add +0.8% 66,635 $5.8M
State of Wisconsin Investment Board 0.01% Add +33.3% 4,000,000 $3.4M
Bank of New York Mellon Corp 0.00% No change 300,000 $259K

"% of holder's portfolio" is STRATEGY INC (MSTR 0 12/01/29)'s weight in each manager's 13F, not the share of Strategy Inc. (mstr 0 12/01/29) the manager owns.