MSTR · Company research
Strategy Inc (MSTR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 1616034 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13163 | 331052 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Turner Financial Group, Inc. | 2149918 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6057 | 526551 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Horrell Capital Management, Inc. | 1385925 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 169 | 14691 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| GTS SECURITIES LLC | 1452765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37649 | 859978 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Main Street Financial Solutions, LLC | 1763350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58678 | 418374 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Shaker Financial Services, LLC | 1511794 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 464551 | 3344393 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| CANTOR FITZGERALD, L. P. | 1024896 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 887996 | 77193492 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Regal Investment Advisors LLC | 1559789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10553 | 241056 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82454 | 7167726 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Alpine Global Management, LLC | 1581655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86266 | 7499103 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10104 | 878341 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MEANS INVESTMENT CO., INC. | 701516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3355 | 291631 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FLOW TRADERS U.S. LLC | 1466697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21700 | 563 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4405 | 382905 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y.D. More Investments Ltd | 1870364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 730 | 63459 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (Europe) Ltd | 1535784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7400000 | 7575402 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Leonteq Securities AG | 1535950 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85064 | 7394614 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10458 | 909 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rafferty Asset Management, LLC | 1389426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87040 | 7566387 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CI INVESTMENTS INC. | 1163648 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12360 | 1074455 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Nova Wealth Management, Inc. | 2051980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 1304 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| RPg Family Wealth Advisory, LLC | 1569884 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162400 | 4133080 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5460 | 474638 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 869 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 1478 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| AQR Arbitrage LLC | 1167456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41205000 | 39443486 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 440000 | 38249200 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Fort Point Capital Partners LLC | 1589282 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4365 | 379449 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| T3 Companies, LLC | 2052441 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 753600 | 258986 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Blue Sky Capital Consultants Group, Inc. | 2057054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3009 | 261572 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Evelyn Partners Group Ltd | 2146944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1200 | 104316 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121147 | 10531309 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4676 | 406503 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Independent Family Office, LLC | 1756485 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3100 | 269483 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| 10Elms LLP | 2056650 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2020 | 111565 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARISTEIA CAPITAL, L.L.C. | 1080171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 335533000 | 290001172 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Harvest Portfolios Group Inc. | 1923739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3121927 | 271389114 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3979476 | 345935849 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14938599 | 1298612411 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16744 | 1455556 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Compound Planning, Inc. | 1978879 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81700 | 582518 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Investment Partners Asset Management, Inc. | 1384416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2572 | 223584 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15353408 | 1334671757 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pine Valley Investments Ltd Liability Co | 1975417 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18000 | 1564740 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| SeaCrest Wealth Management, LLC | 1728121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23864 | 170150 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| BridgePort Financial Solutions, LLC | 2031775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2330 | 202547 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| PANORAMIC INVESTMENT ADVISORS, LLC | 1967332 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2573 | 223671 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WESTPAC BANKING CORP | 719245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1530 | 133003 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Crews Bank & Trust | 2052279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 206 | 1644 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 609 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MTM Investment Management, LLC | 1831416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4980 | 111253 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| TCW GROUP INC | 850401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5568 | 484026 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| One Capital Management, LLC | 1606588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27883 | 855171 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Trifecta Capital Advisors, LLC | 1962615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2661 | 231321 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Diligent Investors, LLC | 1549042 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2385 | 207328 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21715 | 1887686 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 254590 | 22131509 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Delta Investment Management, LLC | 1757043 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31 | 8138 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Commonwealth Retirement Investments LLC | 1963787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 11421 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| 180 WEALTH ADVISORS, LLC | 1730817 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4849 | 421545 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| NorthCoast Asset Management LLC | 1665198 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4464 | 388111 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7527561 | 654370878 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3213 | 39970 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| SILVER OAK SECURITIES, INCORPORATED | 1080576 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111402 | 3189540 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Purpose Unlimited Inc. | 2115120 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1885 | 164089 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WINTON GROUP Ltd | 1612063 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9500 | 825835 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Operose Advisors LLC | 1909750 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1661 | 144391 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72247 | 1650287 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SkyBridge Capital II, LLC | 1639668 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98690 | 8374833 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14793 | 1286 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3220 | 279915 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71579 | 6222362 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13322 | 736861 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Raiffeisen Bank International AG | 2044885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5980 | 554226 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 1056823 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129774 | 11281254 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22796 | 1981656 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HighMark Wealth Management LLC | 1802451 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 532 | 46246 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 309680 | 26920483 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Stratos Wealth Advisors, LLC | 1707202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3774 | 328103 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Betterment LLC | 1633901 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3561 | 310 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.