Security Snapshot

Strategy Inc - Class A common stock, $0.001 par value per share (MSTR) Institutional Ownership

CUSIP: 594972408

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

849

Shares (Excl. Options)

209.46MFull value: 209,464,453 · shares · 30 Jun 2026

Price

$86.93

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Class A common stock, $0.001 par value per share
Symbol
MSTR on Nasdaq
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
209,464,453
Latest holder snapshot 5 signals
Total 13F value
$18,214,453,526
Portfolio coverage rank
0.02%
Share change
+13,322,366
Value change
+$955,631,233
Number of holders
849
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
326,616,535
SEC-reported price per share
$152.18
Insider filing price
$152.18
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • MSTR - Strategy Inc - Class A common stock, $0.001 par value per share is tracked under CUSIP 594972408.
  • 849 institutions reported positions in Q2 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 939 to 849 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $24.4BFull value: $24,398,424,918 · USD · 31 Mar 2026
    to
    $18.21BFull value: $18,214,453,526 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 849 institutions filings for Q2 2026.

Open SEC evidence

Security key

594972408

13F reference period

Q2 2026

13F holders

849

13D/G owners

5

CIK / CUSIP context first

Open Q2 2026 holders MSTR full holder history Strategy Inc SEC filings Strategy Inc company facts Strategy Inc insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
5
Security
MSTR
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 9% +26% $3,656,355,528 +$839,239,604 24,062,886 +30% The Vanguard Group 31 Dec 2025
Capital International Investors 7.8% +37% $3,283,392,771 +$1,289,250,282 20,869,464 +65% Capital International Investors 31 Dec 2025
BlackRock, Inc. 5.8% $5,240,959,106 14,193,525 BlackRock, Inc. 31 Mar 2025
JANE STREET GROUP, LLC 4% -47% $1,729,238,583 -$851,969,421 13,064,661 -33% JANE STREET GROUP, LLC 31 Mar 2026
SUSQUEHANNA SECURITIES, LLC 4.8% -6% $4,147,660,791 -$101,794,194 12,872,539 -2.4% Capital Ventures International 30 Sep 2025
As of 30 Jun 2026, 849 institutional investors reported holding
209.46MFull value: 209,464,453 · shares · 30 Jun 2026
shares of Strategy Inc - Class A common stock, $0.001 par value per share (MSTR). This represents 64% of the company’s total
326.62MFull value: 326,616,535 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
50%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Capital International Investors 11% 34,902,002 +11% 0.63% $3,034,130,047
BlackRock, Inc. 5.9% 19,394,284 +9.2% 0.03% $1,685,945,111
VANGUARD PORTFOLIO MANAGEMENT LLC 4.7% 15,353,408 +4.1% 0.06% $1,334,671,757
VANGUARD CAPITAL MANAGEMENT LLC 4.6% 14,938,599 +6.1% 0.03% $1,298,612,411
Invesco Ltd. 2.9% 9,340,682 +42% 0.06% $811,985,528
MORGAN STANLEY 2.9% 9,330,454 +0.48% 0.04% $811,096,588
STATE STREET CORP 2.3% 7,527,561 +7.2% 0.02% $654,370,878
GOLDMAN SACHS GROUP INC 1.8% 5,810,162 +225% 0.05% $505,077,319
UBS Group AG 1.5% 4,943,411 -22% 0.07% $429,730,719
GEODE CAPITAL MANAGEMENT, LLC 1.4% 4,606,751 -1.1% 0.02% $399,295,885
Capital World Investors 1.3% 4,310,934 +0.67% 0.04% $374,760,224
NORGES BANK 1.2% 3,979,476 0.03% $345,935,849
Harvest Portfolios Group Inc. 0.96% 3,121,927 +16% 3.8% $271,389,114
Capital Research Global Investors 0.92% 2,993,437 -61% 0.04% $260,251,581
JANE STREET GROUP, LLC 0.82% 2,677,622 +1176% 0.15% $232,765,680
RENAISSANCE TECHNOLOGIES LLC 0.78% 2,553,692 +20% 0.31% $221,992,446
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.77% 2,520,930 +97% 0.19% $219,144,445
VANGUARD FIDUCIARY TRUST CO 0.64% 2,094,345 +7.4% 0.04% $182,061,411
WELLS FARGO & COMPANY/MN 0.61% 1,994,253 +175% 0.03% $173,360,428
NORTHERN TRUST CORP 0.56% 1,831,554 +3.9% 0.02% $159,216,990
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.55% 1,795,815 +15% 0.02% $156,110,198
Clear Street Group Inc. 0.48% 1,554,968 +21% 0.43% $135,173,368
Marex Group Ltd 0.45% 1,471,629 -57% 0.95% $127,928,709
Legal & General Group Plc 0.44% 1,420,987 +3.5% 0.03% $123,526,400
HRT FINANCIAL LP 0.42% 1,374,008 0.22% $119,442,000

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 5,607,352 $856,649,489 +$151,571,369 $153.09 330
2026 Q2 209,464,453 $18,214,453,526 +$955,631,233 $86.93 849
2026 Q1 195,781,917 $24,398,424,918 +$1,810,676,942 $124.80 939
2025 Q4 168,268,226 $25,630,284,832 +$4,026,541,371 $151.95 968
2025 Q3 139,791,777 $45,043,875,256 +$994,948,845 $322.21 1,075
2025 Q2 136,886,887 $55,317,381,281 +$6,381,110,104 $404.23 1,141
2025 Q1 120,843,510 $34,848,814,608 +$4,384,583,397 $288.27 992
2024 Q4 105,691,682 $30,659,007,748 +$3,555,395,341 $289.62 970
2024 Q3 92,922,197 $15,680,809,834 +$12,405,672,209 $168.60 637
2024 Q2 9,014,226 $12,416,369,898 -$772,958,975 $1377.48 569
2024 Q1 9,567,730 $16,307,916,634 +$2,541,318,364 $1704.56 505
2023 Q4 8,113,388 $5,124,854,700 +$771,516,857 $631.62 352
2023 Q3 6,973,515 $2,289,411,746 -$5,635,919 $328.28 284
2023 Q2 6,970,371 $2,386,097,001 +$150,741,295 $342.42 261
2023 Q1 6,549,218 $1,914,297,862 +$279,687,339 $292.32 240
2022 Q4 5,728,950 $811,062,015 -$31,475,699 $141.57 199
2022 Q3 5,877,152 $1,247,568,789 -$80,309,623 $212.26 213
2022 Q2 6,282,212 $1,032,292,259 -$12,261,577 $164.30 213
2022 Q1 6,154,657 $2,991,867,989 +$107,646,941 $486.32 254
2021 Q4 5,965,984 $3,248,951,490 +$81,071,391 $544.49 278
2021 Q3 5,657,230 $3,273,796,386 -$408,933,527 $578.40 275
2021 Q2 6,358,598 $4,225,383,586 +$432,930,848 $664.50 258
2021 Q1 5,666,530 $3,845,821,514 -$344,470,232 $678.80 280
2020 Q4 6,396,320 $2,485,462,936 -$8,550,140 $388.55 225
2020 Q3 6,743,413 $1,015,162,826 -$69,718,142 $150.56 171
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