Strategy Inc (MSTR) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 921
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Oak Thistle#201 · 66,766 sh | 66,766 | $5.8M | — | New |
| 202 | SCOTIA CAPITAL#202 · 66,635 sh | 66,635 | $5.8M | 0.02% | +0.8% |
| 203 | USS Investment Management Ltd#203 · 66,201 sh | 66,201 | $5.8M | 0.02% | +45.4% |
| 204 | BOOTHBAY FUND MANAGEMENT#204 · 3,771,250 sh | 3,771,250 | $5.7M | 0.07% | +0.5% |
| 205 | Tredje AP-fonden#205 · 64,938 sh | 64,938 | $5.6M | 0.03% | -16.2% |
| 206 | Private Advisor Group#206 · 104,822 sh | 104,822 | $5.6M | 0.03% | -6.9% |
| 207 | Lombard Odier Asset Management (USA)#207 · 6,000,000 sh | 6,000,000 | $5.5M | 0.76% | 0.0% |
| 208 | SEI INVESTMENTS#208 · 62,808 sh | 62,808 | $5.5M | <0.01% | +37.5% |
| 209 | TOBAM#209 · 61,132 sh | 61,132 | $5.3M | 1.29% | +14.7% |
| 210 | Vident Advisory#210 · 61,038 sh | 61,038 | $5.3M | 0.04% | -43.4% |
| 211 | Quantitative Investment Management#211 · 60,596 sh | 60,596 | $5.3M | 0.57% | New |
| 212 | STRS OHIO#212 · 60,085 sh | 60,085 | $5.2M | 0.02% | -35.8% |
| 213 | Walleye Capital#213 · 2,531,714 sh | 2,531,714 | $5.2M | 0.02% | -74.7% |
| 214 | RPO#214 · 5,000,000 sh | 5,000,000 | $5.1M | 16.89% | 0.0% |
| 215 | GTS SECURITIES#215 · 85,889 sh | 85,889 | $5.1M | 0.11% | +75.9% |
| 216 | Daiwa Securities Group#216 · 57,970 sh | 57,970 | $5.0M | <0.01% | +9.2% |
| 217 | DnB Asset Management AS#217 · 57,774 sh | 57,774 | $5.0M | 0.01% | +2.2% |
| 218 | IFM Investors Pty Ltd#218 · 57,207 sh | 57,207 | $5.0M | — | +8.2% |
| 219 | Kestra Advisory Services#219 · 57,056 sh | 57,056 | $5.0M | 0.02% | -0.7% |
| 220 | MERCER GLOBAL ADVISORS#220 · 59,297 sh | 59,297 | $5.0M | <0.01% | -29.0% |
| 221 | Marathon Trading Investment Management#221 · 58,056 sh | 58,056 | $4.9M | 0.15% | -49.1% |
| 222 | Longitude (Cayman) Ltd.#222 · 55,000 sh | 55,000 | $4.8M | 1.52% | +42.1% |
| 223 | EverSource Wealth Advisors#223 · 60,029 sh | 60,029 | $4.8M | 0.16% | +1258.4% |
| 224 | OAKTREE CAPITAL MANAGEMENT#224 · 5,451,000 sh | 5,451,000 | $4.7M | 0.07% | -61.8% |
| 225 | SEB Asset Management AB#225 · 53,837 sh | 53,837 | $4.7M | 0.02% | +0.9% |
| 226 | Capital Wealth Alliance#226 · 53,147 sh | 53,147 | $4.6M | — | +3.1% |
| 227 | Moors & Cabot#227 · 74,463 sh | 74,463 | $4.4M | 0.17% | +13.6% |
| 228 | MILLER VALUE PARTNERS#228 · 50,203 sh | 50,203 | $4.4M | 1.03% | -3.6% |
| 229 | Utah Retirement Systems#229 · 49,688 sh | 49,688 | $4.3M | 0.04% | +58.4% |
| 230 | Police & Firemen's Retirement System of New Jersey#230 · 49,055 sh | 49,055 | $4.3M | 0.03% | +2.1% |
| 231 | Independent Advisor Alliance#231 · 50,569 sh | 50,569 | $4.2M | 0.10% | -8.2% |
| 232 | CANADA PENSION PLAN INVESTMENT BOARD#232 · 46,203 sh | 46,203 | $4.0M | <0.01% | -91.1% |
| 233 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#233 · 58,954 sh | 58,954 | $4.0M | <0.01% | +45.1% |
| 234 | Sumitomo Mitsui DS Asset Management Company, Ltd#234 · 44,148 sh | 44,148 | $3.8M | — | -27.5% |
| 235 | Lauer Wealth#235 · 38,896 sh | 38,896 | $3.8M | — | +861.3% |
| 236 | Rakuten Investment Management#236 · 40,617 sh | 40,617 | $3.8M | 0.01% | +28.6% |
| 237 | Compass Ion Advisors#237 · 43,182 sh | 43,182 | $3.8M | — | +0.3% |
| 238 | Beaird Harris Wealth Management#238 · 43,251 sh | 43,251 | $3.7M | 0.23% | -7.1% |
| 239 | MADDEN SECURITIES#239 · 42,448 sh | 42,448 | $3.7M | — | -7.3% |
| 240 | Janney Montgomery Scott#240 · 42,309 sh | 42,309 | $3.7M | <0.01% | +127.7% |
| 241 | Mn Services Vermogensbeheer B.V.#241 · 42,300 sh | 42,300 | $3.7M | — | +7.6% |
| 242 | KINGSWOOD WEALTH ADVISORS#242 · 41,900 sh | 41,900 | $3.6M | — | +2.2% |
| 243 | Kessler Investment Group#243 · 39,932 sh | 39,932 | $3.5M | — | -2.0% |
| 244 | Cerity Partners#244 · 41,294 sh | 41,294 | $3.5M | <0.01% | +7.3% |
| 245 | XPONANCE#245 · 39,703 sh | 39,703 | $3.5M | 0.02% | -2.3% |
| 246 | O'SHAUGHNESSY ASSET MANAGEMENT#246 · 39,382 sh | 39,382 | $3.4M | 0.02% | -0.6% |
| 247 | BRITISH COLUMBIA INVESTMENT MANAGEMENT#247 · 39,101 sh | 39,101 | $3.4M | 0.02% | +8.7% |
| 248 | KBC Group NV#248 · 38,804 sh | 38,804 | $3.4M | — | -43.2% |
| 249 | iA Global Asset Management#249 · 38,605 sh | 38,605 | $3.4M | 0.04% | +2.4% |
| 250 | Swiss Life Asset Management Ltd#250 · 37,889 sh | 37,889 | $3.3M | 0.01% | +38.6% |
| 251 | Stratos Wealth Partners, LTD.#251 · 46,936 sh | 46,936 | $3.3M | 0.03% | +26.9% |
| 252 | Jain Global#252 · 36,809 sh | 36,809 | $3.2M | 0.01% | New |
| 253 | SIH Partners, LLLP#253 · 36,599 sh | 36,599 | $3.2M | 0.02% | -78.5% |
| 254 | ENVESTNET ASSET MANAGEMENT#254 · 52,466 sh | 52,466 | $3.2M | <0.01% | -24.0% |
| 255 | Arete Wealth Advisors#255 · 35,554 sh | 35,554 | $3.1M | 0.10% | New |
| 256 | Pacific Capital Wealth Advisors#256 · 35,499 sh | 35,499 | $3.1M | — | -9.2% |
| 257 | SHELTON CAPITAL MANAGEMENT#257 · 33,883 sh | 33,883 | $2.9M | 0.05% | -2.0% |
| 258 | KESTRA PRIVATE WEALTH SERVICES#258 · 33,625 sh | 33,625 | $2.9M | 0.03% | -37.6% |
| 259 | Farringdon Capital, Ltd.#259 · 33,608 sh | 33,608 | $2.9M | 1.45% | +16.6% |
| 260 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#260 · 33,604 sh | 33,604 | $2.9M | 0.01% | -0.2% |
| 261 | ACORN FINANCIAL ADVISORY SERVICES#261 · 33,055 sh | 33,055 | $2.9M | 0.38% | -3.0% |
| 262 | Cresset Asset Management#262 · 32,974 sh | 32,974 | $2.9M | 0.01% | +4.8% |
| 263 | Cavalier Investments#263 · 32,697 sh | 32,697 | $2.8M | 0.12% | +25.0% |
| 264 | MSA Advisors#264 · 32,290 sh | 32,290 | $2.8M | 0.72% | 0.0% |
| 265 | D.A. DAVIDSON#265 · 32,282 sh | 32,282 | $2.8M | 0.02% | +4.4% |
| 266 | TITLEIST ASSET MANAGEMENT#266 · 31,356 sh | 31,356 | $2.7M | — | +15.7% |
| 267 | SBI Securities , Ltd.#267 · 31,331 sh | 31,331 | $2.7M | — | -4.7% |
| 268 | MATAURO#268 · 30,331 sh | 30,331 | $2.6M | 0.35% | +25.8% |
| 269 | Advisory Services Network#269 · 30,316 sh | 30,316 | $2.6M | 0.03% | -0.9% |
| 270 | Apollon Wealth Management#270 · 34,308 sh | 34,308 | $2.6M | — | -2.0% |
| 271 | OP Asset Management Ltd#271 · 29,151 sh | 29,151 | $2.5M | 0.03% | +9.4% |
| 272 | NORDEA INVESTMENT MANAGEMENT AB#272 · 29,767 sh | 29,767 | $2.5M | <0.01% | +12.2% |
| 273 | Rakuten Securities#273 · 27,929 sh | 27,929 | $2.4M | 0.56% | +22.4% |
| 274 | CIBC Bancorp USA#274 · 27,458 sh | 27,458 | $2.4M | <0.01% | +5.3% |
| 275 | Nykredit A/S#275 · 27,417 sh | 27,417 | $2.4M | <0.01% | — |
| 276 | OneDigital Investment Advisors#276 · 77,677 sh | 77,677 | $2.4M | 0.02% | -1.1% |
| 277 | Caprock Group#277 · 27,263 sh | 27,263 | $2.4M | 0.05% | +46.7% |
| 278 | Centric Wealth Management#278 · 12,380 sh | 12,380 | $2.3M | 0.35% | 0.0% |
| 279 | DRW Securities#279 · 26,175 sh | 26,175 | $2.3M | 0.06% | +394.0% |
| 280 | PRUDENTIAL PLC#280 · 25,976 sh | 25,976 | $2.3M | 0.01% | 0.0% |
| 281 | CSS#281 · 31,155 sh | 31,155 | $2.2M | 0.09% | -99.7% |
| 282 | Truvestments Capital#282 · 25,281 sh | 25,281 | $2.2M | 0.33% | +4.3% |
| 283 | Evolution Wealth Advisors#283 · 25,127 sh | 25,127 | $2.2M | 0.26% | 0.0% |
| 284 | BLAIR WILLIAM#284 · 24,784 sh | 24,784 | $2.2M | <0.01% | -2.4% |
| 285 | WELLINGTON MANAGEMENT GROUP LLP#285 · 716,492 sh | 716,492 | $2.1M | <0.01% | +3995.4% |
| 286 | Harvest Fund Management , Ltd#286 · 24,586 sh | 24,586 | $2.1M | 0.07% | +6.0% |
| 287 | EagleClaw Capital Managment#287 · 24,015 sh | 24,015 | $2.1M | 0.28% | -0.9% |
| 288 | Federation des caisses Desjardins du Quebec#288 · 23,900 sh | 23,900 | $2.1M | <0.01% | +38.9% |
| 289 | Wealthfront Advisers#289 · 23,692 sh | 23,692 | $2.1M | <0.01% | -29.9% |
| 290 | BI Asset Management Fondsmaeglerselskab A/S#290 · 23,621 sh | 23,621 | $2.1M | — | +4.3% |
| 291 | United Capital Management of KS#291 · 23,500 sh | 23,500 | $2.0M | 0.27% | -25.2% |
| 292 | Ionic Capital Management#292 · 34,075 sh | 34,075 | $2.0M | 0.29% | -12.2% |
| 293 | Golden State Wealth Management#293 · 23,141 sh | 23,141 | $2.0M | 0.18% | -9.2% |
| 294 | DNCA FINANCE#294 · 1,950,000 sh | 1,950,000 | $2.0M | 0.10% | +200.0% |
| 295 | PROFUND ADVISORS#295 · 22,796 sh | 22,796 | $2.0M | 0.05% | +13.1% |
| 296 | Pasadena Private Wealth#296 · 33,571 sh | 33,571 | $2.0M | 0.25% | -6.0% |
| 297 | IHT Wealth Management#297 · 22,643 sh | 22,643 | $2.0M | 0.04% | -17.2% |
| 298 | Jupiter Topco#298 · 22,462 sh | 22,462 | $2.0M | <0.01% | — |
| 299 | WEALTH ENHANCEMENT ADVISORY SERVICES#299 · 20,619 sh | 20,619 | $2.0M | — | +7.9% |
| 300 | Baird Financial Group#300 · 23,872 sh | 23,872 | $1.9M | <0.01% | -7.3% |
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.