Strategy Inc (MSTR) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 921
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Indivisible Partners#401 · 10,758 sh | 10,758 | $935.2K | — | +75.1% |
| 402 | J.W. COLE ADVISORS#402 · 18,807 sh | 18,807 | $932.9K | 0.02% | +45.5% |
| 403 | Ethic#403 · 10,538 sh | 10,538 | $916.1K | 0.01% | -17.9% |
| 404 | Argent Advisors#404 · 10,500 sh | 10,500 | $912.8K | 0.23% | 0.0% |
| 405 | CERTIOR FINANCIAL GROUP#405 · 10,485 sh | 10,485 | $911.5K | — | 0.0% |
| 406 | NATIXIS ADVISORS#406 · 10,458 sh | 10,458 | $909.0K | <0.01% | New |
| 407 | JONES FINANCIAL COMPANIES LLLP#407 · 10,877 sh | 10,877 | $894.4K | <0.01% | +67.0% |
| 408 | MARIPAU WEALTH MANAGEMENT#408 · 9,149 sh | 9,149 | $892.2K | 0.32% | +46.3% |
| 409 | Orion Porfolio Solutions#409 · 10,249 sh | 10,249 | $890.9K | <0.01% | +5.6% |
| 410 | Bleakley Financial Group#410 · 10,104 sh | 10,104 | $878.3K | 0.01% | -21.1% |
| 411 | PKO Investment Management Joint-Stock#411 · 10,000 sh | 10,000 | $869.3K | — | +100.0% |
| 412 | Gladstone Institutional Advisory#412 · 9,997 sh | 9,997 | $869.0K | 0.03% | +33.8% |
| 413 | China Universal Asset Management , Ltd.#413 · 9,961 sh | 9,961 | $865.9K | 0.05% | +12.7% |
| 414 | Man Investment Partners (US)#414 · 1,000,000 sh | 1,000,000 | $857.8K | 0.24% | 0.0% |
| 415 | Spire Wealth Management#415 · 9,875 sh | 9,875 | $851.5K | 0.03% | -22.2% |
| 416 | M&T BANK#416 · 9,767 sh | 9,767 | $848.9K | <0.01% | -34.3% |
| 417 | Sage Mountain Advisors#417 · 9,697 sh | 9,697 | $843.0K | 0.05% | +24.5% |
| 418 | Formidable Asset Management#418 · 6,720 sh | 6,720 | $838.7K | 0.13% | +61.7% |
| 419 | WINTON GROUP Ltd#419 · 9,500 sh | 9,500 | $825.8K | 0.03% | New |
| 420 | Lombard Odier Asset Management (Switzerland) SA#420 · 9,376 sh | 9,376 | $815.1K | 0.03% | +8.6% |
| 421 | Arkadios Wealth Advisors#421 · 17,956 sh | 17,956 | $807.8K | 0.01% | -3.6% |
| 422 | North Dakota State Investment Board#422 · 9,276 sh | 9,276 | $806.4K | 0.03% | +19.8% |
| 423 | Dynamic Advisor Solutions#423 · 9,266 sh | 9,266 | $805.5K | — | -7.5% |
| 424 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#424 · 9,250 sh | 9,250 | $804.1K | <0.01% | -8.7% |
| 425 | SRS Capital Advisors#425 · 9,206 sh | 9,206 | $800.3K | <0.01% | +240.8% |
| 426 | PFG Investments#426 · 9,182 sh | 9,182 | $798.2K | 0.03% | +28.7% |
| 427 | Aptus Capital Advisors#427 · 9,526 sh | 9,526 | $792.5K | <0.01% | +1.7% |
| 428 | Visionary Wealth Advisors#428 · 9,016 sh | 9,016 | $783.7K | 0.03% | -9.5% |
| 429 | Disciplined Investors, L.L.C.#429 · 8,930 sh | 8,930 | $776.3K | 0.39% | -42.2% |
| 430 | Sequoia Financial Advisors#430 · 8,916 sh | 8,916 | $775.0K | <0.01% | -29.9% |
| 431 | Nelson, Van Denburg & Campbell Wealth Management Group#431 · 8,764 sh | 8,764 | $761.8K | — | -12.4% |
| 432 | Lifeworks Advisors#432 · 13,479 sh | 13,479 | $760.4K | 0.08% | -17.5% |
| 433 | Tower Research Capital (TRC)#433 · 8,639 sh | 8,639 | $751.0K | 0.02% | -61.5% |
| 434 | Summit Trail Advisors#434 · 8,607 sh | 8,607 | $748.2K | <0.01% | +32.2% |
| 435 | PRAKASH INVESTMENT ADVISORS#435 · 8,500 sh | 8,500 | $738.9K | — | -42.6% |
| 436 | Beacon Pointe Advisors#436 · 8,455 sh | 8,455 | $735.0K | <0.01% | +52.5% |
| 437 | Modern Wealth Management#437 · 8,403 sh | 8,403 | $730.5K | <0.01% | +175.3% |
| 438 | Johns Hopkins University#438 · 8,400 sh | 8,400 | $730.2K | 0.05% | 0.0% |
| 439 | Wallace Hart#439 · 8,400 sh | 8,400 | $730.2K | 0.46% | 0.0% |
| 440 | Outlook Wealth Advisors#440 · 21,482 sh | 21,482 | $728.0K | 0.16% | +31.5% |
| 441 | Spartan Wealth Advisory Services#441 · 8,236 sh | 8,236 | $716.0K | 0.06% | +17.1% |
| 442 | Thompson David Blair#442 · 8,232 sh | 8,232 | $715.6K | 0.36% | -47.1% |
| 443 | Kentucky Retirement Systems Insurance Fund#443 · 8,172 sh | 8,172 | $710.4K | 0.04% | +17.6% |
| 444 | Sterling Investment Advisors, Ltd.#444 · 8,198 sh | 8,198 | $707.4K | 0.12% | +24.2% |
| 445 | Kingsview Wealth Management#445 · 8,067 sh | 8,067 | $701.3K | <0.01% | -53.7% |
| 446 | READYSTATE ASSET MANAGEMENT#446 · 8,044 sh | 8,044 | $699.3K | <0.01% | -50.0% |
| 447 | Oxler Private Wealth#447 · 7,998 sh | 7,998 | $695.3K | — | +68.9% |
| 448 | Wahed Invest#448 · 7,788 sh | 7,788 | $677.0K | 0.07% | -3.9% |
| 449 | Sepio Capital#449 · 7,711 sh | 7,711 | $670.3K | — | -18.5% |
| 450 | INTEGRITY ALLIANCE#450 · 7,669 sh | 7,669 | $666.7K | 0.02% | +17.4% |
| 451 | PRAXIS INVESTMENT MANAGEMENT#451 · 7,485 sh | 7,485 | $651.0K | 0.03% | +92.7% |
| 452 | CoreCap Advisors#452 · 9,807 sh | 9,807 | $650.1K | — | +73.6% |
| 453 | PARTNERS WEALTH MANAGEMENT#453 · 7,460 sh | 7,460 | $648.5K | 0.64% | +5.4% |
| 454 | CHOREO#454 · 7,438 sh | 7,438 | $646.6K | <0.01% | -2.3% |
| 455 | HighPoint Advisor Group#455 · 16,772 sh | 16,772 | $644.8K | 0.02% | +1.5% |
| 456 | Walser Wealth Management Company, A Ltd Liability#456 · 7,382 sh | 7,382 | $641.7K | — | +17.0% |
| 457 | UniSuper Management Pty Ltd#457 · 7,373 sh | 7,373 | $640.9K | — | +44.6% |
| 458 | EP Wealth Advisors#458 · 7,348 sh | 7,348 | $638.8K | <0.01% | +69.9% |
| 459 | PATRIOT INVESTMENT MANAGEMENT GROUP#459 · 7,264 sh | 7,264 | $631.5K | — | -49.9% |
| 460 | Twin Tree Management#460 · 7,263 sh | 7,263 | $631.4K | 0.01% | New |
| 461 | Osmosis Investment Management UK Ltd#461 · 7,251 sh | 7,251 | $630.3K | 0.03% | -45.4% |
| 462 | CAPITAL INTERNATIONAL LTD#462 · 7,170 sh | 7,170 | $623.3K | 0.02% | +2.9% |
| 463 | TRAPHAGEN INVESTMENT ADVISORS#463 · 7,070 sh | 7,070 | $614.6K | — | -2.8% |
| 464 | Blueshift Asset Management#464 · 7,050 sh | 7,050 | $612.9K | 0.14% | New |
| 465 | INSIGNEO ADVISORY SERVICES#465 · 19,912 sh | 19,912 | $612.8K | 0.02% | +318.8% |
| 466 | Sullivan Wood Capital Management#466 · 7,000 sh | 7,000 | $608.5K | — | New |
| 467 | Faithward Advisors#467 · 6,952 sh | 6,952 | $604.3K | 0.07% | +0.7% |
| 468 | Assenagon Asset Management S.A.#468 · 6,922 sh | 6,922 | $601.7K | — | -17.0% |
| 469 | CENTAURUS FINANCIAL#469 · 6,900 sh | 6,900 | $600.0K | 0.03% | +1.5% |
| 470 | Howard Capital Management#470 · 6,850 sh | 6,850 | $595.5K | — | New |
| 471 | Csenge Advisory Group#471 · 6,784 sh | 6,784 | $589.7K | 0.02% | +258.0% |
| 472 | Worth Asset Management#472 · 23,407 sh | 23,407 | $588.7K | — | -11.8% |
| 473 | Concurrent Investment Advisors#473 · 14,120 sh | 14,120 | $588.1K | — | -24.5% |
| 474 | E. Ohman J:or Asset Management AB#474 · 6,763 sh | 6,763 | $587.9K | — | -27.0% |
| 475 | Convergence Financial#475 · 6,530 sh | 6,530 | $567.7K | 0.05% | 0.0% |
| 476 | Evergreen Wealth Solutions#476 · 5,846 sh | 5,846 | $567.6K | 0.03% | +14.1% |
| 477 | B. Riley Wealth Advisors#477 · 6,046 sh | 6,046 | $560.3K | — | +20.8% |
| 478 | SUSQUEHANNA ADVISORS GROUP#478 · 58,060,000 sh | 58,060,000 | $560.0K | <0.01% | -58.3% |
| 479 | B. Metzler seel. Sohn & AG#479 · 6,436 sh | 6,436 | $559.5K | <0.01% | -24.7% |
| 480 | Core Wealth Partners#480 · 6,435 sh | 6,435 | $559.4K | 0.24% | +3.4% |
| 481 | Fiduciary Alliance#481 · 6,421 sh | 6,421 | $558.2K | — | -87.8% |
| 482 | Raiffeisen Bank International AG#482 · 5,980 sh | 5,980 | $554.2K | <0.01% | +3080.9% |
| 483 | SIG BROKERAGE#483 · 6,343 sh | 6,343 | $551.4K | 0.01% | -18.8% |
| 484 | QRG CAPITAL MANAGEMENT#484 · 6,258 sh | 6,258 | $544.0K | <0.01% | +4.1% |
| 485 | NWAM#485 · 6,248 sh | 6,248 | $543.1K | 0.03% | +14.4% |
| 486 | LCM Capital Management#486 · 6,139 sh | 6,139 | $533.7K | — | -24.6% |
| 487 | Capstone Financial Advisors#487 · 6,107 sh | 6,107 | $530.9K | 0.03% | -53.8% |
| 488 | Tradition Wealth Management#488 · 6,104 sh | 6,104 | $530.6K | 0.03% | +4.9% |
| 489 | AXXCESS WEALTH MANAGEMENT#489 · 6,000 sh | 6,000 | $521.6K | — | -50.6% |
| 490 | CreativeOne Wealth#490 · 5,990 sh | 5,990 | $520.7K | 0.01% | -12.2% |
| 491 | E6 Portfolios#491 · 5,982 sh | 5,982 | $520.0K | — | +33.1% |
| 492 | Finer Wealth Management#492 · 5,954 sh | 5,954 | $517.6K | — | +0.4% |
| 493 | VERUS CAPITAL PARTNERS#493 · 5,811 sh | 5,811 | $505.1K | 0.03% | -2.7% |
| 494 | Beacon Capital Management#494 · 5,810 sh | 5,810 | $505.1K | — | +2.3% |
| 495 | HARBOUR INVESTMENTS#495 · 7,267 sh | 7,267 | $503.0K | <0.01% | -13.5% |
| 496 | FIDUCIARY#496 · 5,766 sh | 5,766 | $501.2K | <0.01% | -0.1% |
| 497 | Headlands Technologies#497 · 5,750 sh | 5,750 | $499.8K | 0.05% | -93.9% |
| 498 | Comprehensive Financial Consultants Institutional#498 · 5,698 sh | 5,698 | $495.3K | — | +1.5% |
| 499 | Synergy Financial Management#499 · 6,766 sh | 6,766 | $491.7K | 0.05% | +10.1% |
| 500 | Covenant Asset Management#500 · 5,616 sh | 5,616 | $488.2K | — | 0.0% |
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.