Strategy Inc (MSTR) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 921
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Evelyn Partners Group Ltd#701 · 1,250 sh | 1,250 | $108.7K | <0.01% | — |
| 702 | Sterling Capital Management#702 · 1,217 sh | 1,217 | $105.8K | — | +25.5% |
| 703 | SOA Wealth Advisors#703 · 1,107 sh | 1,107 | $96.2K | 0.02% | 0.0% |
| 704 | Glass Jacobson Investment Advisors#704 · 1,079 sh | 1,079 | $93.8K | — | 0.0% |
| 705 | Abound Wealth Management#705 · 1,057 sh | 1,057 | $91.8K | — | +41.5% |
| 706 | SUMMIT SECURITIES GROUP#706 · 1,056 sh | 1,056 | $91.8K | <0.01% | -24.1% |
| 707 | Skylands Capital#707 · 1,000 sh | 1,000 | $86.9K | — | New |
| 708 | PlanVest Financial#708 · 965 sh | 965 | $83.9K | 0.06% | +26.0% |
| 709 | WPG Advisers#709 · 949 sh | 949 | $82.5K | 0.05% | +57.1% |
| 710 | Moisand Fitzgerald Tamayo#710 · 1,157 sh | 1,157 | $80.4K | — | +2.1% |
| 711 | TD Waterhouse Canada#711 · 815 sh | 815 | $76.1K | — | +25.8% |
| 712 | Versant Capital Management#712 · 851 sh | 851 | $74.0K | — | -6.4% |
| 713 | IFG Advisory#713 · 823 sh | 823 | $71.5K | <0.01% | New |
| 714 | NBC SECURITIES#714 · 820 sh | 820 | $71.3K | — | -0.6% |
| 715 | COMPASS FINANCIAL MANAGEMENT#715 · 764 sh | 764 | $71.2K | <0.01% | — |
| 716 | PIN OAK INVESTMENT ADVISORS#716 · 547 sh | 547 | $69.0K | 0.05% | 0.0% |
| 717 | Strategic Advocates#717 · 760 sh | 760 | $65.9K | 0.26% | -16.7% |
| 718 | Cornerstone Planning Group#718 · 635 sh | 635 | $63.5K | — | -8.0% |
| 719 | Y.D. More Investments Ltd#719 · 730 sh | 730 | $63.5K | <0.01% | New |
| 720 | Avenir Tech Ltd#720 · 702 sh | 702 | $59.6K | <0.01% | New |
| 721 | ACTION POINT FINANCIAL PLANNING#721 · 678 sh | 678 | $58.9K | <0.01% | New |
| 722 | ORG Wealth Partners#722 · 940 sh | 940 | $55.3K | <0.01% | 0.0% |
| 723 | VEGA INVESTMENT SOLUTIONS#723 · 627 sh | 627 | $54.5K | <0.01% | New |
| 724 | Ronald Blue#724 · 735 sh | 735 | $53.2K | — | -1.7% |
| 725 | JTC Employer Solutions Trusteee Ltd#725 · 600 sh | 600 | $52.0K | <0.01% | 0.0% |
| 726 | BURKETT FINANCIAL SERVICES#726 · 562 sh | 562 | $48.9K | — | 0.0% |
| 727 | HUNTINGTON NATIONAL BANK#727 · 551 sh | 551 | $47.7K | <0.01% | +5.8% |
| 728 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#728 · 545 sh | 545 | $47.4K | 0.01% | 0.0% |
| 729 | VIRTUS ADVISERS#729 · 23,400 sh | 23,400 | $46.9K | 0.02% | 0.0% |
| 730 | Costello Asset Management#730 · 700 sh | 700 | $46.8K | 0.01% | 0.0% |
| 731 | HighMark Wealth Management#731 · 532 sh | 532 | $46.2K | 0.02% | 0.0% |
| 732 | N.E.W. Advisory Services#732 · 522 sh | 522 | $45.4K | <0.01% | 0.0% |
| 733 | Mosley Wealth Management#733 · 513 sh | 513 | $44.6K | — | -69.0% |
| 734 | Wilkerson Advisory Group#734 · 504 sh | 504 | $43.8K | — | +1.2% |
| 735 | BigSur Wealth Management#735 · 500 sh | 500 | $43.5K | — | 0.0% |
| 736 | City State Bank#736 · 480 sh | 480 | $41.7K | — | 0.0% |
| 737 | Ares Systematic Credit Ltd#737 · 705 sh | 705 | $41.5K | 0.03% | -99.9% |
| 738 | REAP Financial Group#738 · 455 sh | 455 | $39.6K | <0.01% | 0.0% |
| 739 | Basecamp Wealth Advisors#739 · 451 sh | 451 | $39.2K | <0.01% | -25.8% |
| 740 | MTM Investment Management#740 · 440 sh | 440 | $38.2K | 0.01% | 0.0% |
| 741 | SHP Wealth Management#741 · 434 sh | 434 | $37.7K | <0.01% | -69.4% |
| 742 | V-Square Quantitative Management#742 · 431 sh | 431 | $37.5K | — | +15.2% |
| 743 | EVERMAY WEALTH MANAGEMENT#743 · 427 sh | 427 | $37.1K | <0.01% | 0.0% |
| 744 | MCF Advisors#744 · 407 sh | 407 | $35.4K | <0.01% | -19.7% |
| 745 | Bogart Wealth#745 · 384 sh | 384 | $33.4K | <0.01% | -0.3% |
| 746 | ST GERMAIN D J#746 · 374 sh | 374 | $32.5K | <0.01% | 0.0% |
| 747 | Compagnie Lombard Odier SCmA#747 · 370 sh | 370 | $32.2K | <0.01% | -96.3% |
| 748 | Banque Cantonale Vaudoise#748 · 368 sh | 368 | $32.0K | <0.01% | -92.9% |
| 749 | Capital Advisors, Ltd.#749 · 360 sh | 360 | $31.0K | <0.01% | -2.7% |
| 750 | Ankerstar Wealth#750 · 348 sh | 348 | $30.3K | 0.03% | -88.9% |
| 751 | ASSETMARK#751 · 373 sh | 373 | $29.9K | — | -63.9% |
| 752 | CHESAPEAKE ASSET MANAGEMENT#752 · 349 sh | 349 | $29.8K | 0.02% | +869.4% |
| 753 | First Command Advisory Services#753 · 342 sh | 342 | $29.7K | <0.01% | +936.4% |
| 754 | Parkside Financial Bank#754 · 326 sh | 326 | $28.3K | <0.01% | +115.9% |
| 755 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#755 · 326 sh | 326 | $28.3K | <0.01% | +84.2% |
| 756 | Guardian Partners#756 · 325 sh | 325 | $28.3K | — | New |
| 757 | Banque Transatlantique SA#757 · 280 sh | 280 | $28.0K | <0.01% | -30.9% |
| 758 | MPWM ADVISORY SOLUTIONS#758 · 320 sh | 320 | $27.8K | 0.01% | 0.0% |
| 759 | Pinnacle Wealth Planning Services#759 · 307 sh | 307 | $26.7K | <0.01% | -45.5% |
| 760 | Triumph Capital Management#760 · 312 sh | 312 | $26.3K | — | +19.5% |
| 761 | North Star Investment Management#761 · 300 sh | 300 | $26.1K | <0.01% | -9.9% |
| 762 | Continuum Advisory#762 · 300 sh | 300 | $26.1K | <0.01% | New |
| 763 | WHITTIER OF NEVADA#763 · 263 sh | 263 | $25.6K | <0.01% | +23.5% |
| 764 | Ancora Advisors#764 · 290 sh | 290 | $25.2K | <0.01% | +111.7% |
| 765 | SALEM INVESTMENT COUNSELORS#765 · 271 sh | 271 | $23.6K | — | +3.8% |
| 766 | MEEDER ASSET MANAGEMENT#766 · 267 sh | 267 | $23.2K | <0.01% | +59.9% |
| 767 | Investment Research & Advisory Group#767 · 850 sh | 850 | $22.3K | — | 0.0% |
| 768 | HARBOR INVESTMENT ADVISORY#768 · 250 sh | 250 | $21.7K | — | 0.0% |
| 769 | Planning Strategies#769 · 345 sh | 345 | $20.8K | — | — |
| 770 | Quent Capital#770 · 232 sh | 232 | $20.2K | <0.01% | +152.2% |
| 771 | Union Bankshares#771 · 231 sh | 231 | $19.9K | <0.01% | -65.6% |
| 772 | Westside Investment Management#772 · 225 sh | 225 | $19.6K | <0.01% | +4.7% |
| 773 | Oakmont Advisory Group#773 · 223 sh | 223 | $19.4K | 0.02% | New |
| 774 | Strategic Wealth Partners, Ltd.#774 · 223 sh | 223 | $19.4K | <0.01% | 0.0% |
| 775 | CREATIVE FINANCIAL DESIGNS#775 · 373 sh | 373 | $19.1K | <0.01% | -65.8% |
| 776 | Tradewinds Capital Management#776 · 210 sh | 210 | $18.3K | — | +1212.5% |
| 777 | Westfuller Advisors#777 · 202 sh | 202 | $17.6K | <0.01% | 0.0% |
| 778 | SJS Investment Consulting#778 · 201 sh | 201 | $17.5K | — | 0.0% |
| 779 | Clearstead#779 · 192 sh | 192 | $16.7K | <0.01% | -0.5% |
| 780 | FNY Investment Advisers#780 · 195 sh | 195 | $16.0K | — | New |
| 781 | Salomon & Ludwin#781 · 166 sh | 166 | $15.5K | <0.01% | 0.0% |
| 782 | Physician Wealth Advisors#782 · 229 sh | 229 | $15.5K | — | -25.2% |
| 783 | TFC Financial Management#783 · 177 sh | 177 | $15.4K | — | -1.7% |
| 784 | Quintet Private Bank (Europe) S.A.#784 · 175 sh | 175 | $15.2K | — | 0.0% |
| 785 | Altshuler Shaham Ltd#785 · 150 sh | 150 | $14.9K | <0.01% | -5.1% |
| 786 | Horrell Capital Management#786 · 169 sh | 169 | $14.7K | — | 0.0% |
| 787 | Wilmington Savings Fund Society, FSB#787 · 169 sh | 169 | $14.7K | — | +5.6% |
| 788 | Cape Investment Advisory#788 · 480 sh | 480 | $13.9K | — | New |
| 789 | Game Plan Financial Advisors#789 · 160 sh | 160 | $13.9K | <0.01% | New |
| 790 | Stonehage Fleming Financial Services Ltd#790 · 160 sh | 160 | $13.9K | <0.01% | 0.0% |
| 791 | VISION FINANCIAL MARKETS#791 · 227 sh | 227 | $13.8K | — | +3.2% |
| 792 | Keating Financial Advisory Services#792 · 156 sh | 156 | $13.6K | <0.01% | +136.4% |
| 793 | Catalyst Capital Advisors#793 · 154 sh | 154 | $13.4K | <0.01% | +60.4% |
| 794 | LifeSteps Financial#794 · 153 sh | 153 | $13.3K | — | New |
| 795 | Pilgrim Partners Asia Pte Ltd#795 · 150 sh | 150 | $13.0K | <0.01% | New |
| 796 | Private Wealth Management Group#796 · 140 sh | 140 | $12.2K | — | -11.4% |
| 797 | Intesa Sanpaolo Wealth Management#797 · 140 sh | 140 | $12.2K | <0.01% | -74.1% |
| 798 | Nemes Rush Group#798 · 136 sh | 136 | $11.8K | <0.01% | 0.0% |
| 799 | Avion Wealth#799 · 128 sh | 128 | $11.0K | <0.01% | -17.9% |
| 800 | Covestor Ltd#800 · 125 sh | 125 | $11.0K | <0.01% | -59.3% |
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.