Strategy Inc (MSTR) — Institutional Holders, Q2 2026 (page 10)
921 institutional investment managers reported a MSTR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $22.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 921. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MSTR 13F holders ranked 901–921 of 921
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | Essential Investment Partners#901 · 5 sh | 5 | $435.00 | <0.01% | 0.0% |
| 902 | FEDERATED HERMES#902 · 3 sh | 3 | $261.00 | 0.00% | New |
| 903 | TrueNorth#903 · 3 sh | 3 | $261.00 | 0.00% | 0.0% |
| 904 | Godfrey Financial Associates#904 · 3 sh | 3 | $261.00 | <0.01% | 0.0% |
| 905 | Signature Equity Partners#905 · 3 sh | 3 | $261.00 | <0.01% | New |
| 906 | SouthState Bank#906 · 3 sh | 3 | $261.00 | 0.00% | -81.2% |
| 907 | Halbert, Hargrove/Russell#907 · 3 sh | 3 | $258.00 | — | New |
| 908 | MATHER GROUP#908 · 3 sh | 3 | $236.00 | — | -87.0% |
| 909 | DUNCKER STREETT#909 · 2 sh | 2 | $174.00 | 0.00% | 0.0% |
| 910 | Plante Moran Financial Advisors#910 · 2 sh | 2 | $174.00 | 0.00% | New |
| 911 | JFS WEALTH ADVISORS#911 · 2 sh | 2 | $174.00 | 0.00% | 0.0% |
| 912 | Valued Wealth Advisors#912 · 2 sh | 2 | $174.00 | <0.01% | 0.0% |
| 913 | Markowski Investments#913 · 2 sh | 2 | $174.00 | 0.00% | — |
| 914 | Grove Bank#914 · 1 sh | 1 | $87.00 | — | New |
| 915 | 3 FACTOR INDEXING#915 · 1 sh | 1 | $87.00 | — | 0.0% |
| 916 | Darwin Wealth Management#916 · 0 sh | 0 | $20.00 | 0.00% | New |
| 917 | Roble, Belko & Company#917 · 3 sh | 3 | $0.00 | 0.00% | -90.0% |
| 918 | Evolution Advisers#918 · 2 sh | 2 | $0.00 | 0.00% | New |
| 919 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#919 · 400,891 sh | 400,891 | — | — | -0.2% |
| 920 | Context Capital Management#920 · 167,865,000 sh | 167,865,000 | — | — | -45.4% |
| 921 | Elequin Securities#921 · 60,421 sh | 60,421 | — | — | +82.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.