StrategyMSTR
13F holders, Q1 2026 (March 31)946holders −37
114new positions
157sold out
8famous investors
$124.62avg. 13F price*
At the end of Q1 2026, 946 institutions reported holding Strategy Inc. (MSTR) in their 13F filings, down 37 from Q4 2025. 114 opened new positions and 157 sold out. The largest holders were Capital International Investors ($3.9B), BlackRock, Inc. ($2.2B) and Vanguard Portfolio Management LLC ($1.8B). 8 famous investors held it, including Bill Miller (1.7% of Miller Value Partners's portfolio), Jim Simons / Peter Brown (0.4% of Renaissance Technologies's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Strategy Inc.
- Sector
- Technology
- CUSIP
- 594972408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 114 | $651.4M |
| Exits | 157 | $327.1M |
All 13F filers, Q4 2025 → Q1 2026: 35,130,979 shares bought and 15,835,395 shares sold, net +19,295,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 946 holders
| Capital International Investors | 0.92% | Add +52.5% | 31,441,761 | $3.9B |
| BlackRock, Inc. | 0.04% | Add +21.5% | 17,753,885 | $2.2B |
| Vanguard Portfolio Management LLC | 0.10% | — | 14,741,707 | $1.8B |
| Vanguard Capital Management LLC | 0.04% | — | 14,077,512 | $1.8B |
| Morgan Stanley | 0.07% | Reduce -1.0% | 9,286,014 | $1.2B |
| Invesco Ltd. | 0.11% | Add +11.4% | 8,724,357 | $1.1B |
| Capital Research Global Investors | 0.15% | Add +8.7% | 7,615,709 | $950.4M |
| State Street Corp. | 0.03% | Add +14.6% | 7,020,926 | $876.2M |
| UBS Group AG | 0.14% | Add +9.6% | 6,311,364 | $787.7M |
| Geode Capital Management, LLC | 0.04% | Add +19.0% | 4,655,865 | $579.4M |
| Capital World Investors | 0.07% | Add +47.1% | 4,282,108 | $534.4M |
| Bank of America Corp. | 0.04% | Add +3.0% | 3,965,680 | $494.9M |
| Marex Group Ltd | 4.42% | Add +16.3% | 3,411,673 | $425.8M |
| Defiance ETFs, LLC | 5.17% | New | 2,877,686 | $359.1M |
| Harvest Portfolios Group Inc. | 5.52% | Add +27.0% | 2,679,768 | $334.4M |
| Vanguard Fiduciary Trust Co. | 0.06% | — | 1,949,758 | $243.3M |
| Renaissance Technologies | 0.36% | Add +122.6% | 2,130,881 | $230.8M |
| Cantor Fitzgerald, L. P. | 8.26% | Reduce -25.0% | 1,823,471 | $227.6M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -23.3% | 1,786,662 | $223.0M |
| Northern Trust Corp. | 0.03% | Add +11.4% | 1,762,014 | $219.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +5.3% | 1,573,730 | $196.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +22.5% | 1,556,608 | $194.3M |
| Alberta Investment Management Corp | 1.18% | New | 1,382,000 | $172.5M |
| Legal & General Group Plc | 0.04% | Add +0.0% | 1,372,447 | $171.3M |
| Tidal Investments LLC | 0.53% | Add +44.6% | 1,360,186 | $169.8M |
| Clear Street Group Inc. | 0.90% | Reduce -34.9% | 1,283,902 | $160.2M |
| Susquehanna International Group, LLP | 0.21% | Add +306.1% | 1,282,636 | $160.1M |
| Citadel Advisors | 0.11% | Add +70.8% | 1,219,979 | $152.3M |
| Bank of New York Mellon Corp | 0.02% | Add +11.2% | 1,014,993 | $126.7M |
| FMR LLC | 0.01% | Add +268.0% | 975,655 | $121.8M |
| Bank of Montreal | 0.04% | Reduce -21.5% | 852,764 | $106.4M |
| National Pension Service | 0.08% | Add +33.8% | 821,985 | $102.6M |
| Deutsche Bank AG | 0.03% | Add +7.3% | 784,919 | $98.0M |
| Barclays PLC | 0.03% | Reduce -32.6% | 771,567 | $96.3M |
| Swiss National Bank | 0.06% | Add +7.1% | 766,100 | $95.6M |
| First Trust Advisors LP | 0.07% | Add +24.3% | 755,890 | $94.3M |
| Wells Fargo & Company | 0.02% | Add +125.0% | 725,977 | $90.6M |
| Citigroup Inc. | 0.06% | Add +42.7% | 723,016 | $90.2M |
| LPL Financial LLC | 0.02% | Add +14.8% | 707,167 | $88.3M |
| Weiss Asset Management LP | 2.14% | Reduce -32.3% | 667,502 | $83.3M |
| Natixis | 0.31% | Add +15.8% | 615,199 | $76.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Reduce -1.2% | 599,333 | $74.8M |
| Nuveen, LLC | 0.02% | Add +20.0% | 577,281 | $72.0M |
| SG Americas Securities, LLC | 0.08% | Reduce -23.3% | 558,805 | $69.7M |
| JPMorgan Chase & Co. | 0.00% | Add +13.2% | 564,358 | $68.5M |
| Amundi | 0.02% | Reduce -88.9% | 531,986 | $66.4M |
| National Bank of Canada | 0.07% | Reduce -47.1% | 529,984 | $66.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.06% | — | 527,427 | $65.8M |
| Canada Pension Plan Investment Board | 0.04% | Add +18.8% | 521,186 | $65.0M |
| CTC LLC | 5.05% | Add +117.9% | 505,227 | $63.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +4.6% | 426,155 | $53.2M |
| Quadrature Capital Ltd | 0.62% | Reduce -44.6% | 419,224 | $52.3M |
| California State Teachers Retirement System | 0.05% | Reduce -1.6% | 401,629 | $50.1M |
| ProShare Advisors LLC | 0.07% | Reduce -4.2% | 400,281 | $50.0M |
| California Public Employees Retirement System | 0.03% | Reduce -17.5% | 388,298 | $48.5M |
| Vontobel Holding Ltd. | 0.16% | Add +1386.7% | 373,356 | $46.6M |
| Rhumbline Advisers | 0.04% | Add +21.4% | 339,745 | $42.4M |
| Royal Bank of Canada | 0.01% | Reduce -70.7% | 339,001 | $42.3M |
| New York State Common Retirement Fund | 0.06% | Add +18.4% | 331,250 | $41.3M |
| HSBC Holdings PLC | 0.02% | Reduce -13.3% | 320,662 | $39.7M |
| Belvedere Trading LLC | 5.17% | Add +87.6% | 310,773 | $38.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +11.1% | 307,183 | $38.3M |
| Foundations Investment Advisors, LLC | 0.47% | Add +14.9% | 305,448 | $38.1M |
| Van Eck Associates Corp. | 0.03% | Reduce -35.4% | 301,427 | $37.6M |
| Old Mission Capital LLC | 0.88% | Reduce -39.8% | 297,631 | $37.2M |
| Cetera Investment Advisers | 0.04% | Add +39.1% | 279,626 | $34.9M |
| LMR Partners LLP | 0.41% | Reduce -33.0% | 278,042 | $34.7M |
| Exchange Traded Concepts, LLC | 0.25% | Add +8.2% | 262,066 | $32.7M |
| State Board of Administration of Florida Retirement System | 0.06% | Add +9.9% | 260,150 | $32.5M |
| Ofi Invest Asset Management | 0.38% | Add +42371.2% | 267,144 | $28.9M |
| Hudson Bay Capital Management LP | 0.19% | Add +156.7% | 229,332 | $28.6M |
| Aviva PLC | 0.05% | Add +4.3% | 228,293 | $28.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.5% | 221,378 | $27.6M |
| Victory Capital Management Inc. | 0.02% | Add +10.3% | 214,941 | $26.8M |
| Jane Street Group, LLC | 0.03% | Reduce -77.9% | 209,833 | $26.2M |
| BNP Paribas Financial Markets | 0.02% | Reduce -68.3% | 207,019 | $25.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +42.4% | 202,816 | $25.3M |
| Treasurer of the State of North Carolina | 0.08% | Add +16.3% | 196,113 | $24.5M |
| Stifel Financial Corp. | 0.02% | Reduce -10.4% | 173,806 | $21.7M |
| Vanguard Global Advisers, LLC | 0.01% | — | 172,409 | $21.5M |
| SIH Partners, LLLP | 0.65% | Reduce -34.6% | 170,050 | $21.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +61.6% | 166,550 | $20.8M |
| Aspiring Ventures, LLC | 6.92% | Add +14.3% | 164,408 | $20.5M |
| Cwm, LLC | 0.05% | Add +550.8% | 161,806 | $20.2M |
| HighTower Advisors, LLC | 0.02% | Add +35.5% | 158,793 | $19.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +10.0% | 148,464 | $18.5M |
| Nomura Holdings Inc. | 0.15% | Reduce -17.5% | 147,884 | $18.5M |
| Parallax Volatility Advisers, L.P. | 1.01% | Add +177.0% | 110,060 | $18.0M |
| Alliancebernstein L.P. | 0.01% | Add +37.3% | 118,334 | $18.0M |
| AQR Capital Management | 0.01% | Add +688.0% | 145,933 | $17.9M |
| NEOS Investment Management LLC | 0.09% | Add +36.5% | 142,040 | $17.7M |
| Jefferies Financial Group Inc. | 0.22% | Reduce -6.5% | 140,751 | $17.6M |
| Horizon Kinetics Asset Management LLC | 0.19% | Reduce -0.1% | 139,253 | $17.4M |
| Captrust Financial Advisors | 0.03% | Add +1451.2% | 138,136 | $17.2M |
| EULAV Asset Management | 0.55% | No change | 138,000 | $17.2M |
| Royal London Asset Management Ltd. | 0.04% | Add +10.1% | 136,264 | $17.0M |
| State of Wisconsin Investment Board | 0.04% | Add +3.5% | 136,114 | $17.0M |
| Strong Tower Advisory Services | 3.16% | Add +4.6% | 134,681 | $16.8M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +0.2% | 133,925 | $16.8M |
| Vanguard Investments Australia, Ltd. | 0.05% | — | 132,486 | $16.5M |
"% of holder's portfolio" is MSTR's weight in each manager's 13F, not the share of Strategy Inc. the manager owns.