Strategy Inc (MSTR) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 921
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Walleye Trading#301 · 21,975 sh | 21,975 | $1.9M | <0.01% | -58.8% |
| 302 | HERITAGE INVESTORS MANAGEMENT#302 · 21,909 sh | 21,909 | $1.9M | 0.05% | 0.0% |
| 303 | Scientech Research#303 · 21,887 sh | 21,887 | $1.9M | 1.54% | New |
| 304 | Vivid Wealth Management#304 · 21,855 sh | 21,855 | $1.9M | 0.67% | +34.4% |
| 305 | Wealthspire Advisors#305 · 21,715 sh | 21,715 | $1.9M | 0.01% | New |
| 306 | OLD MISSION CAPITAL#306 · 21,534 sh | 21,534 | $1.9M | 0.03% | -92.8% |
| 307 | Wealthcare Advisory Partners#307 · 28,131 sh | 28,131 | $1.9M | — | -0.7% |
| 308 | Steward Partners Investment Advisory#308 · 43,480 sh | 43,480 | $1.9M | <0.01% | -55.1% |
| 309 | J. Derek Lewis & Associates#309 · 21,328 sh | 21,328 | $1.9M | 0.35% | +215.8% |
| 310 | Collar Capital Management#310 · 21,318 sh | 21,318 | $1.9M | 1.09% | -2.9% |
| 311 | Louisiana State Employees Retirement System#311 · 21,300 sh | 21,300 | $1.9M | — | +3.4% |
| 312 | WEDBUSH SECURITIES#312 · 25,807 sh | 25,807 | $1.8M | — | -28.7% |
| 313 | Equitable#313 · 20,963 sh | 20,963 | $1.8M | <0.01% | -2.8% |
| 314 | Ilmarinen Mutual Pension Insurance#314 · 20,918 sh | 20,918 | $1.8M | 0.01% | 0.0% |
| 315 | Sovran Advisors#315 · 20,220 sh | 20,220 | $1.8M | 0.13% | +11.9% |
| 316 | Secure Asset Management#316 · 20,238 sh | 20,238 | $1.8M | — | +1.1% |
| 317 | Ensign Peak Advisors#317 · 20,200 sh | 20,200 | $1.8M | <0.01% | +33.8% |
| 318 | MACQUARIE GROUP LTD#318 · 20,196 sh | 20,196 | $1.8M | <0.01% | +12.8% |
| 319 | Realta Investment Advisors#319 · 20,094 sh | 20,094 | $1.7M | — | +6.7% |
| 320 | Pacer Advisors#320 · 20,033 sh | 20,033 | $1.7M | <0.01% | New |
| 321 | OPPENHEIMER#321 · 19,977 sh | 19,977 | $1.7M | — | -26.3% |
| 322 | Gulf International Bank (UK) Ltd#322 · 19,842 sh | 19,842 | $1.7M | — | -1.8% |
| 323 | Financial Enhancement Group#323 · 50,769 sh | 50,769 | $1.7M | — | -2.1% |
| 324 | Kentucky Retirement Systems#324 · 19,693 sh | 19,693 | $1.7M | 0.04% | New |
| 325 | Pathstone#325 · 19,675 sh | 19,675 | $1.7M | <0.01% | -0.6% |
| 326 | Teamwork Financial Advisors#326 · 19,515 sh | 19,515 | $1.7M | — | +25.3% |
| 327 | Vanguard Personalized Indexing Management#327 · 19,292 sh | 19,292 | $1.7M | 0.01% | -18.7% |
| 328 | Chicago Partners Investment Group#328 · 17,785 sh | 17,785 | $1.7M | — | +2.4% |
| 329 | Rathbones Group PLC#329 · 18,972 sh | 18,972 | $1.6M | <0.01% | -1.1% |
| 330 | Eurizon Capital SGR S.p.A.#330 · 18,360 sh | 18,360 | $1.6M | <0.01% | -36.9% |
| 331 | ALLSTATE#331 · 18,347 sh | 18,347 | $1.6M | 0.02% | +115.6% |
| 332 | HBK INVESTMENTS L P#332 · 18,227 sh | 18,227 | $1.6M | 0.02% | -99.9% |
| 333 | Maryland State Retirement & Pension System#333 · 18,208 sh | 18,208 | $1.6M | 0.03% | +15.2% |
| 334 | Candriam S.C.A.#334 · 17,862 sh | 17,862 | $1.6M | <0.01% | -3.2% |
| 335 | Sanctuary Advisors#335 · 17,769 sh | 17,769 | $1.5M | <0.01% | +17.4% |
| 336 | Focus Partners Wealth#336 · 17,746 sh | 17,746 | $1.5M | <0.01% | +24.3% |
| 337 | SCHRODER INVESTMENT MANAGEMENT GROUP#337 · 17,172 sh | 17,172 | $1.5M | <0.01% | -77.4% |
| 338 | MUFG Securities EMEA plc#338 · 16,744 sh | 16,744 | $1.5M | 0.02% | New |
| 339 | Investment Management of Ontario#339 · 16,634 sh | 16,634 | $1.4M | 0.02% | -10.9% |
| 340 | Kapstone Financial Advisors#340 · 16,590 sh | 16,590 | $1.4M | 0.60% | +0.5% |
| 341 | HHM Wealth Advisors#341 · 16,511 sh | 16,511 | $1.4M | 0.14% | -8.3% |
| 342 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#342 · 16,612 sh | 16,612 | $1.4M | <0.01% | +31.6% |
| 343 | Venturi Wealth Management#343 · 16,022 sh | 16,022 | $1.4M | 0.05% | +24.4% |
| 344 | WCG Wealth Advisors#344 · 15,866 sh | 15,866 | $1.4M | 0.03% | +29.0% |
| 345 | KPP Advisory Services#345 · 15,765 sh | 15,765 | $1.4M | — | +5.6% |
| 346 | World Investment Advisors#346 · 20,234 sh | 20,234 | $1.4M | 0.02% | -1.9% |
| 347 | PINNACLE ASSOCIATES LTD#347 · 15,269 sh | 15,269 | $1.3M | — | +69.3% |
| 348 | Inspire Investing#348 · 15,232 sh | 15,232 | $1.3M | — | New |
| 349 | CIBC WORLD MARKET#349 · 15,201 sh | 15,201 | $1.3M | <0.01% | -26.7% |
| 350 | abrdn plc#350 · 15,106 sh | 15,106 | $1.3M | <0.01% | -74.1% |
| 351 | AE Wealth Management#351 · 18,251 sh | 18,251 | $1.3M | <0.01% | -49.2% |
| 352 | Prospera Financial Services#352 · 14,917 sh | 14,917 | $1.3M | 0.02% | +24.5% |
| 353 | Woodline Partners#353 · 14,901 sh | 14,901 | $1.3M | <0.01% | +45.8% |
| 354 | AMALGAMATED BANK#354 · 14,793 sh | 14,793 | $1.3M | — | -5.5% |
| 355 | Allianz Asset Management GmbH#355 · 10,295 sh | 10,295 | $1.3M | <0.01% | -0.2% |
| 356 | GATEWAY INVESTMENT ADVISERS#356 · 14,756 sh | 14,756 | $1.3M | — | -36.3% |
| 357 | CAP Partners#357 · 14,694 sh | 14,694 | $1.3M | — | -30.3% |
| 358 | Farther Finance Advisors#358 · 15,948 sh | 15,948 | $1.3M | — | +18.9% |
| 359 | Innova Wealth Partners#359 · 37,596 sh | 37,596 | $1.3M | — | 0.0% |
| 360 | NISA INVESTMENT ADVISORS#360 · 14,553 sh | 14,553 | $1.3M | — | -54.4% |
| 361 | Sun Financial#361 · 12,779 sh | 12,779 | $1.2M | 0.59% | +92.2% |
| 362 | AM INVESTMENT STRATEGIES#362 · 14,239 sh | 14,239 | $1.2M | 0.24% | +39.7% |
| 363 | EVEXIA WEALTH#363 · 12,856 sh | 12,856 | $1.2M | 0.33% | +45.2% |
| 364 | Stillwater Wealth Management Group#364 · 14,000 sh | 14,000 | $1.2M | — | New |
| 365 | STATE TREASURER STATE OF MICHIGAN#365 · 14,000 sh | 14,000 | $1.2M | <0.01% | +141.4% |
| 366 | Global Retirement Partners#366 · 15,314 sh | 15,314 | $1.2M | 0.02% | — |
| 367 | Chokshi & Queen Wealth Advisors#367 · 13,850 sh | 13,850 | $1.2M | 0.56% | -22.3% |
| 368 | PNC FINANCIAL SERVICES GROUP#368 · 13,744 sh | 13,744 | $1.2M | <0.01% | +3.1% |
| 369 | Ameritas Advisory Services#369 · 13,400 sh | 13,400 | $1.2M | 0.02% | New |
| 370 | SKY-MOUNTAIN CAPITAL MANAGEMENT#370 · 13,382 sh | 13,382 | $1.2M | 0.83% | 0.0% |
| 371 | BANK OF NOVA SCOTIA#371 · 13,371 sh | 13,371 | $1.2M | <0.01% | -28.2% |
| 372 | Capital International Sarl#372 · 13,251 sh | 13,251 | $1.2M | 0.02% | -0.4% |
| 373 | DBA TRADING#373 · 9,200 sh | 9,200 | $1.1M | 0.58% | 0.0% |
| 374 | Integrated Wealth Concepts#374 · 13,292 sh | 13,292 | $1.1M | <0.01% | +17.2% |
| 375 | PRUDENTIAL FINANCIAL#375 · 13,010 sh | 13,010 | $1.1M | <0.01% | +0.6% |
| 376 | Cedarwood Wealth#376 · 12,922 sh | 12,922 | $1.1M | 0.85% | New |
| 377 | Norinchukin Bank, The#377 · 12,732 sh | 12,732 | $1.1M | 0.01% | +8.5% |
| 378 | ABN AMRO INVESTMENT SOLUTIONS#378 · 12,622 sh | 12,622 | $1.1M | — | +28.7% |
| 379 | Ausdal Financial Partners#379 · 12,598 sh | 12,598 | $1.1M | 0.04% | +10.1% |
| 380 | AG2R LA MONDIALE GESTION D'ACTIFS#380 · 12,591 sh | 12,591 | $1.1M | — | -8.4% |
| 381 | LaSalle St. Investment Advisors#381 · 12,499 sh | 12,499 | $1.1M | 0.13% | +184.0% |
| 382 | CI INVESTMENTS#382 · 12,360 sh | 12,360 | $1.1M | <0.01% | +486.3% |
| 383 | Alchemi Wealth#383 · 12,339 sh | 12,339 | $1.1M | 0.50% | +19.9% |
| 384 | VestGen Advisors#384 · 12,296 sh | 12,296 | $1.1M | 0.03% | -43.4% |
| 385 | Ameritas Investment Partners#385 · 11,997 sh | 11,997 | $1.0M | 0.03% | +5.7% |
| 386 | E Fund Management , Ltd.#386 · 11,959 sh | 11,959 | $1.0M | 0.02% | +10.5% |
| 387 | TRUIST FINANCIAL#387 · 11,819 sh | 11,819 | $1.0M | <0.01% | +10.6% |
| 388 | Fideuram Asset Management (Ireland) dac#388 · 9,572 sh | 9,572 | $1.0M | 0.02% | New |
| 389 | Geneos Wealth Management#389 · 13,447 sh | 13,447 | $993.8K | 0.02% | +13.6% |
| 390 | Signal Advisors Wealth#390 · 11,430 sh | 11,430 | $993.6K | — | +43.6% |
| 391 | TOKIO MARINE ASSET MANAGEMENT LTD#391 · 11,378 sh | 11,378 | $989.1K | — | +1.1% |
| 392 | J. Safra Sarasin Holding AG#392 · 11,369 sh | 11,369 | $988.6K | — | New |
| 393 | TCG Advisory Services#393 · 11,313 sh | 11,313 | $983.4K | 0.02% | +153.3% |
| 394 | Turner Financial Group#394 · 13,531 sh | 13,531 | $966.2K | 0.96% | — |
| 395 | Sentinel Dome Partners#395 · 16,000 sh | 16,000 | $961.5K | 0.70% | 0.0% |
| 396 | OMERS ADMINISTRATION#396 · 11,049 sh | 11,049 | $960.5K | <0.01% | +16.8% |
| 397 | Western Wealth Management#397 · 11,002 sh | 11,002 | $956.4K | 0.03% | -15.1% |
| 398 | Newbridge Financial Services Group#398 · 10,955 sh | 10,955 | $952.3K | — | -0.2% |
| 399 | Sigma Planning#399 · 10,906 sh | 10,906 | $948.1K | — | +12.8% |
| 400 | Knights of Columbus Asset Advisors#400 · 10,834 sh | 10,834 | $941.8K | 0.05% | New |
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.