Strategy Inc (MSTR) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 921
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Siemens Fonds Invest GmbH#501 · 5,587 sh | 5,587 | $485.7K | 0.02% | 0.0% |
| 502 | Bridgewater Associates#502 · 5,568 sh | 5,568 | $484.0K | <0.01% | 0.0% |
| 503 | TCW GROUP#503 · 5,568 sh | 5,568 | $484.0K | <0.01% | +7.7% |
| 504 | LAZARD ASSET MANAGEMENT#504 · 39,812,232 sh | 39,812,232 | $481.9K | <0.01% | -0.5% |
| 505 | Merit Financial Group#505 · 5,541 sh | 5,541 | $481.7K | <0.01% | -2.6% |
| 506 | PRINCIPAL FINANCIAL GROUP#506 · 5,506 sh | 5,506 | $478.6K | <0.01% | +53.8% |
| 507 | IPG Investment Advisors#507 · 5,500 sh | 5,500 | $478.1K | 0.07% | +7.3% |
| 508 | US BANCORP \DE\#508 · 5,471 sh | 5,471 | $475.6K | <0.01% | -50.2% |
| 509 | ICICI Prudential Asset Management Ltd#509 · 5,470 sh | 5,470 | $475.5K | 0.05% | +5.1% |
| 510 | Institute for Wealth Management#510 · 5,460 sh | 5,460 | $474.6K | 0.04% | -15.5% |
| 511 | HARTLINE INVESTMENT#511 · 5,369 sh | 5,369 | $466.7K | 0.04% | +105.0% |
| 512 | MetLife Investment Management#512 · 5,341 sh | 5,341 | $464.3K | <0.01% | -9.4% |
| 513 | Larson Financial Group#513 · 5,337 sh | 5,337 | $463.9K | 0.01% | -10.2% |
| 514 | Meeder Advisory Services#514 · 5,187 sh | 5,187 | $450.9K | 0.02% | +40.4% |
| 515 | Perennial Investment Advisors#515 · 5,171 sh | 5,171 | $449.5K | 0.03% | -3.9% |
| 516 | Alphadyne Asset Management#516 · 5,171 sh | 5,171 | $449.5K | <0.01% | New |
| 517 | WILEY BROS.-AINTREE CAPITAL#517 · 5,153 sh | 5,153 | $447.5K | <0.01% | -5.4% |
| 518 | Vestcor#518 · 5,097 sh | 5,097 | $443.0K | 0.01% | 0.0% |
| 519 | IFP Advisors#519 · 5,051 sh | 5,051 | $436.6K | — | +1.0% |
| 520 | Allworth Financial#520 · 5,127 sh | 5,127 | $436.0K | <0.01% | +27.8% |
| 521 | CITIZENS FINANCIAL GROUP#521 · 5,010 sh | 5,010 | $435.5K | — | -3.1% |
| 522 | AdvisorNet Financial#522 · 4,972 sh | 4,972 | $432.2K | — | +1.0% |
| 523 | FIL Ltd#523 · 4,970 sh | 4,970 | $432.0K | <0.01% | New |
| 524 | Coppell Advisory Solutions#524 · 2 sh | 2 | $431.0K | 0.03% | New |
| 525 | PRINCIPAL SECURITIES#525 · 4,949 sh | 4,949 | $430.2K | <0.01% | +51.3% |
| 526 | RWC Asset Management LLP#526 · 415,000 sh | 415,000 | $429.4K | — | -93.0% |
| 527 | Robertson Stephens Wealth Management#527 · 4,876 sh | 4,876 | $423.9K | — | New |
| 528 | Snowden Capital Advisors#528 · 4,850 sh | 4,850 | $421.6K | 0.01% | New |
| 529 | 180 WEALTH ADVISORS#529 · 4,849 sh | 4,849 | $421.5K | 0.04% | +144.3% |
| 530 | Valeo Financial Advisors#530 · 4,847 sh | 4,847 | $421.4K | — | +18.2% |
| 531 | WOODWARD DIVERSIFIED CAPITAL#531 · 4,834 sh | 4,834 | $420.2K | — | 0.0% |
| 532 | MONETA GROUP INVESTMENT ADVISORS#532 · 4,820 sh | 4,820 | $419.0K | <0.01% | +0.4% |
| 533 | Kovack Advisors#533 · 4,710 sh | 4,710 | $414.3K | 0.02% | -98.0% |
| 534 | Atlas Wealth Partners#534 · 16,450 sh | 16,450 | $413.7K | 0.45% | -13.0% |
| 535 | Waverly Advisors#535 · 4,676 sh | 4,676 | $406.5K | <0.01% | +20.9% |
| 536 | Diversify Advisory Services#536 · 4,095 sh | 4,095 | $404.0K | — | New |
| 537 | DIVERSIFY WEALTH MANAGEMENT#537 · 4,095 sh | 4,095 | $404.0K | — | +109.1% |
| 538 | Ewing Morris & Investment Partners Ltd.#538 · 6,798 sh | 6,798 | $399.9K | 0.21% | -36.4% |
| 539 | Pine Valley Investments Ltd Liability#539 · 4,504 sh | 4,504 | $391.5K | 0.02% | +1.7% |
| 540 | Metis Global Partners#540 · 4,488 sh | 4,488 | $390.1K | <0.01% | +79.7% |
| 541 | MAI Capital Management#541 · 4,475 sh | 4,475 | $389.0K | <0.01% | -39.3% |
| 542 | Kovitz Investment Group Partners#542 · 4,464 sh | 4,464 | $388.1K | <0.01% | +1.9% |
| 543 | Sowell Financial Services#543 · 4,458 sh | 4,458 | $387.5K | — | +1.5% |
| 544 | Capital International#544 · 4,452 sh | 4,452 | $387.0K | <0.01% | 0.0% |
| 545 | Militia Capital Management#545 · 4,450 sh | 4,450 | $386.8K | 0.01% | +50.8% |
| 546 | INTECH INVESTMENT MANAGEMENT#546 · 4,411 sh | 4,411 | $383.4K | <0.01% | +102.1% |
| 547 | ABOUND FINANCIAL#547 · 4,391 sh | 4,391 | $381.7K | 0.15% | +3.2% |
| 548 | Fort Point Capital Partners#548 · 4,365 sh | 4,365 | $379.4K | 0.03% | +15.0% |
| 549 | AVISO WEALTH MANAGEMENT#549 · 4,330 sh | 4,330 | $376.4K | 0.13% | 0.0% |
| 550 | Vienna Asset Management#550 · 4,327 sh | 4,327 | $376.1K | 0.26% | -64.8% |
| 551 | Cambria Investment Management, L.P.#551 · 4,324 sh | 4,324 | $375.9K | 0.02% | -2.4% |
| 552 | KEYBANK NATIONAL ASSOCIATION#552 · 4,315 sh | 4,315 | $375.1K | <0.01% | -10.2% |
| 553 | FIFTH THIRD BANCORP#553 · 4,299 sh | 4,299 | $373.1K | <0.01% | -13.9% |
| 554 | Annandale Capital#554 · 4,269 sh | 4,269 | $371.0K | 0.05% | New |
| 555 | Range Advisory#555 · 10,847 sh | 10,847 | $366.1K | 0.04% | 0.0% |
| 556 | YOUSIF CAPITAL MANAGEMENT#556 · 4,188 sh | 4,188 | $364.1K | — | +3.1% |
| 557 | Bonfire Financial#557 · 4,185 sh | 4,185 | $363.8K | 0.23% | -0.5% |
| 558 | EFG International AG#558 · 4,156 sh | 4,156 | $361.3K | <0.01% | -99.7% |
| 559 | AXS Investments#559 · 4,125 sh | 4,125 | $358.6K | 0.10% | +20.8% |
| 560 | Financial Sense Advisors#560 · 4,068 sh | 4,068 | $353.6K | 0.07% | New |
| 561 | Maridea Wealth Management#561 · 4,046 sh | 4,046 | $351.7K | 0.04% | +58.4% |
| 562 | United Asset Strategies#562 · 3,999 sh | 3,999 | $347.6K | 0.02% | -12.1% |
| 563 | FIRST FOUNDATION ADVISORS#563 · 3,992 sh | 3,992 | $347.0K | 0.01% | 0.0% |
| 564 | Discipline Wealth Solutions#564 · 3,945 sh | 3,945 | $342.9K | — | +0.5% |
| 565 | CENTRAL#565 · 3,937 sh | 3,937 | $342.2K | <0.01% | -0.6% |
| 566 | One Capital Management#566 · 4,837 sh | 4,837 | $342.0K | <0.01% | 0.0% |
| 567 | Savant Capital#567 · 3,123 sh | 3,123 | $341.9K | <0.01% | -8.3% |
| 568 | Savvy Advisors#568 · 3,904 sh | 3,904 | $339.3K | <0.01% | -1.8% |
| 569 | CARDIFF PARK ADVISORS#569 · 3,900 sh | 3,900 | $339.0K | 0.03% | +20.7% |
| 570 | Brookstone Capital Management#570 · 3,881 sh | 3,881 | $337.4K | — | +62.0% |
| 571 | CLIENT 1ST ADVISORY GROUP#571 · 3,870 sh | 3,870 | $336.4K | — | -1.0% |
| 572 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#572 · 6,979 sh | 6,979 | $332.3K | 0.02% | -60.5% |
| 573 | COMMERCE BANK#573 · 3,799 sh | 3,799 | $330.2K | <0.01% | -6.1% |
| 574 | Stratos Wealth Advisors#574 · 3,774 sh | 3,774 | $328.1K | 0.02% | -47.4% |
| 575 | Principle Wealth Partners#575 · 3,771 sh | 3,771 | $327.8K | 0.02% | -27.4% |
| 576 | CenterBook Partners#576 · 3,737 sh | 3,737 | $324.9K | 0.02% | New |
| 577 | Simplicity Wealth#577 · 3,707 sh | 3,707 | $322.3K | — | -17.3% |
| 578 | SteelPeak Wealth#578 · 3,690 sh | 3,690 | $320.8K | — | -39.5% |
| 579 | CMT Capital Markets Trading GmbH#579 · 3,665 sh | 3,665 | $319.0K | <0.01% | +28.8% |
| 580 | Gotham Asset Management#580 · 3,649 sh | 3,649 | $317.2K | <0.01% | New |
| 581 | RITHOLTZ WEALTH MANAGEMENT#581 · 3,595 sh | 3,595 | $312.5K | <0.01% | -15.5% |
| 582 | Betterment#582 · 3,561 sh | 3,561 | $310.0K | <0.01% | New |
| 583 | WETZEL INVESTMENT ADVISORS#583 · 12,185 sh | 12,185 | $306.5K | — | 0.0% |
| 584 | SIGNATUREFD#584 · 3,524 sh | 3,524 | $306.4K | — | -25.9% |
| 585 | Clear Harbor Asset Management#585 · 3,500 sh | 3,500 | $304.3K | 0.02% | +38.8% |
| 586 | RAINEY & RANDALL WEALTH ADVISORS#586 · 3,497 sh | 3,497 | $304.0K | — | New |
| 587 | NEW YORK LIFE INVESTMENT MANAGEMENT#587 · 3,496 sh | 3,496 | $303.9K | <0.01% | New |
| 588 | NewEdge Wealth#588 · 3,443 sh | 3,443 | $299.3K | <0.01% | +0.9% |
| 589 | BIRCH FINANCIAL GROUP#589 · 11,874 sh | 11,874 | $298.6K | 0.15% | -1.3% |
| 590 | Axxion S.A.#590 · 300,000 sh | 300,000 | $297.4K | — | — |
| 591 | Neuberger Berman Group#591 · 5,000 sh | 5,000 | $294.1K | <0.01% | -45.3% |
| 592 | MEANS INVESTMENT#592 · 3,355 sh | 3,355 | $291.6K | 0.02% | +6.3% |
| 593 | Paul Damon & Associates#593 · 3,323 sh | 3,323 | $288.9K | 0.11% | -2.9% |
| 594 | INVICTUS PRIVATE WEALTH#594 · 3,280 sh | 3,280 | $285.1K | 0.02% | -31.4% |
| 595 | BOKF, NA#595 · 3,275 sh | 3,275 | $284.7K | <0.01% | +41.0% |
| 596 | COFG Advisors#596 · 3,274 sh | 3,274 | $284.6K | 0.05% | New |
| 597 | ANCHYRA PARTNERS#597 · 3,239 sh | 3,239 | $281.6K | — | +17.3% |
| 598 | Fulcrum Asset Management LLP#598 · 3,038 sh | 3,038 | $281.6K | 0.03% | New |
| 599 | Ballentine Partners#599 · 3,224 sh | 3,224 | $280.3K | <0.01% | -19.0% |
| 600 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#600 · 3,220 sh | 3,220 | $279.9K | — | 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.