Strategy Inc (MSTR) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 921
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Cheviot Value Management#801 · 120 sh | 120 | $10.4K | <0.01% | 0.0% |
| 802 | CVA Family Office#802 · 118 sh | 118 | $10.3K | <0.01% | -44.9% |
| 803 | VIMA#803 · 115 sh | 115 | $9.7K | — | — |
| 804 | PayPay Securities#804 · 106 sh | 106 | $9.2K | — | +116.3% |
| 805 | JPL Wealth Management#805 · 104 sh | 104 | $9.0K | <0.01% | +5.1% |
| 806 | Arlington#806 · 101 sh | 101 | $8.8K | — | 0.0% |
| 807 | Highland Investment Advisors#807 · 101 sh | 101 | $8.8K | <0.01% | — |
| 808 | Indiana & Investment Management#808 · 100 sh | 100 | $8.7K | — | 0.0% |
| 809 | Delta Investment Management#809 · 31 sh | 31 | $8.1K | <0.01% | New |
| 810 | Cassaday & Wealth Management#810 · 92 sh | 92 | $8.0K | <0.01% | 0.0% |
| 811 | Sachetta#811 · 88 sh | 88 | $7.7K | <0.01% | +151.4% |
| 812 | Avalon#812 · 85 sh | 85 | $7.4K | <0.01% | 0.0% |
| 813 | James T. Borello RIA#813 · 84 sh | 84 | $7.3K | — | +13.5% |
| 814 | Asset Dedication#814 · 89 sh | 89 | $7.3K | <0.01% | +21.9% |
| 815 | Crewe Advisors#815 · 82 sh | 82 | $7.1K | <0.01% | 0.0% |
| 816 | Cornerstone Financial Management#816 · 81 sh | 81 | $7.0K | <0.01% | +65.3% |
| 817 | First PREMIER Bank#817 · 84 sh | 84 | $7.0K | — | 0.0% |
| 818 | GILPIN WEALTH MANAGEMENT#818 · 80 sh | 80 | $7.0K | — | 0.0% |
| 819 | Colonial Advisors#819 · 80 sh | 80 | $7.0K | <0.01% | -55.6% |
| 820 | Silver Grove Financial Group#820 · 78 sh | 78 | $6.6K | <0.01% | New |
| 821 | Financial Management Professionals#821 · 75 sh | 75 | $6.5K | — | -28.6% |
| 822 | THURSTON, SPRINGER, MILLER, HERD & TITAK#822 · 74 sh | 74 | $6.4K | — | 0.0% |
| 823 | Forum Finance Group S.A.#823 · 90 sh | 90 | $6.0K | <0.01% | +5.9% |
| 824 | Spectrum Wealth Advisory Group#824 · 67 sh | 67 | $5.8K | <0.01% | New |
| 825 | CALDWELL SUTTER CAPITAL#825 · 60 sh | 60 | $5.2K | <0.01% | 0.0% |
| 826 | Osbon Capital Management#826 · 60 sh | 60 | $5.2K | <0.01% | 0.0% |
| 827 | Premier Financial Group#827 · 58 sh | 58 | $5.0K | <0.01% | New |
| 828 | UMB Bank, n.a.#828 · 58 sh | 58 | $5.0K | <0.01% | +16.0% |
| 829 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#829 · 54 sh | 54 | $4.7K | 0.00% | +25.6% |
| 830 | MidFirst Bank#830 · 54 sh | 54 | $4.7K | <0.01% | 0.0% |
| 831 | Bullock Wealth Management Group#831 · 50 sh | 50 | $4.7K | — | 0.0% |
| 832 | Trust Co#832 · 50 sh | 50 | $4.3K | — | -2.0% |
| 833 | Vermillion Wealth Management#833 · 50 sh | 50 | $4.3K | — | 0.0% |
| 834 | Bank of New Hampshire#834 · 50 sh | 50 | $4.3K | — | 0.0% |
| 835 | Millstone Evans Group#835 · 50 sh | 50 | $4.3K | <0.01% | 0.0% |
| 836 | Three Bearings Fiduciary Advisors#836 · 50 sh | 50 | $4.3K | <0.01% | 0.0% |
| 837 | HM PAYSON#837 · 50 sh | 50 | $4.3K | <0.01% | 0.0% |
| 838 | Strategic Investment Solutions#838 · 49 sh | 49 | $4.3K | <0.01% | 0.0% |
| 839 | CHILTON CAPITAL MANAGEMENT#839 · 48 sh | 48 | $4.2K | <0.01% | 0.0% |
| 840 | Steigerwald, Gordon & Koch#840 · 48 sh | 48 | $4.2K | <0.01% | -92.1% |
| 841 | Dogwood Wealth Management#841 · 46 sh | 46 | $4.0K | <0.01% | +15.0% |
| 842 | Frazier Financial Advisors#842 · 45 sh | 45 | $3.9K | <0.01% | 0.0% |
| 843 | VALLEY NATIONAL ADVISERS#843 · 44 sh | 44 | $3.8K | — | 0.0% |
| 844 | True Wealth Design#844 · 43 sh | 43 | $3.7K | — | +168.8% |
| 845 | Glen Eagle Advisors#845 · 40 sh | 40 | $3.5K | <0.01% | 0.0% |
| 846 | Activest Wealth Management#846 · 38 sh | 38 | $3.3K | — | -93.4% |
| 847 | ALBION FINANCIAL GROUP#847 · 37 sh | 37 | $3.2K | — | 0.0% |
| 848 | HIGHLINE WEALTH PARTNERS#848 · 37 sh | 37 | $3.2K | — | +8.8% |
| 849 | Essential Partners#849 · 36 sh | 36 | $3.1K | — | New |
| 850 | Rialto Wealth Management#850 · 35 sh | 35 | $3.0K | <0.01% | +191.7% |
| 851 | Manchester Capital Management#851 · 34 sh | 34 | $3.0K | — | +25.9% |
| 852 | American Capital Advisory#852 · 33 sh | 33 | $2.9K | <0.01% | 0.0% |
| 853 | S&T BANK#853 · 32 sh | 32 | $2.8K | <0.01% | New |
| 854 | RAFFA WEALTH MANAGEMENT#854 · 32 sh | 32 | $2.8K | <0.01% | +23.1% |
| 855 | MV CAPITAL MANAGEMENT#855 · 30 sh | 30 | $2.6K | <0.01% | -77.1% |
| 856 | Pacific Center for Financial Services#856 · 30 sh | 30 | $2.6K | — | 0.0% |
| 857 | Chung Wu Investment Group#857 · 30 sh | 30 | $2.6K | <0.01% | +100.0% |
| 858 | DELTA ASSET MANAGEMENT#858 · 30 sh | 30 | $2.6K | <0.01% | 0.0% |
| 859 | SIMPLEX TRADING#859 · 100 sh | 100 | $2.5K | 0.00% | -99.8% |
| 860 | Miller Global Investments#860 · 28 sh | 28 | $2.4K | — | 0.0% |
| 861 | Bruce G. Allen Investments#861 · 27 sh | 27 | $2.3K | <0.01% | -77.9% |
| 862 | PINNEY & SCOFIELD#862 · 25 sh | 25 | $2.2K | <0.01% | 0.0% |
| 863 | Retirement Wealth Solutions#863 · 24 sh | 24 | $2.1K | — | -4.0% |
| 864 | Gunpowder Capital Management, dba Oliver Wealth Management#864 · 22 sh | 22 | $1.9K | <0.01% | 0.0% |
| 865 | Addison Advisors#865 · 20 sh | 20 | $1.7K | <0.01% | 0.0% |
| 866 | Winch Advisory Services#866 · 19 sh | 19 | $1.7K | <0.01% | 0.0% |
| 867 | Transamerica Financial Advisors#867 · 19 sh | 19 | $1.7K | <0.01% | -5.0% |
| 868 | Concord Wealth Partners#868 · 18 sh | 18 | $1.6K | <0.01% | New |
| 869 | Rossby Financial, LCC#869 · 18 sh | 18 | $1.6K | <0.01% | -98.5% |
| 870 | TD PRIVATE CLIENT WEALTH#870 · 17 sh | 17 | $1.5K | 0.00% | -61.4% |
| 871 | BankPlus Department#871 · 17 sh | 17 | $1.5K | <0.01% | 0.0% |
| 872 | Synergy Investment Management#872 · 15 sh | 15 | $1.4K | <0.01% | New |
| 873 | BEACON INVESTMENT ADVISORY SERVICES#873 · 16 sh | 16 | $1.4K | — | 0.0% |
| 874 | RMG Wealth Management#874 · 14 sh | 14 | $1.3K | — | 0.0% |
| 875 | SITTNER & NELSON#875 · 15 sh | 15 | $1.3K | <0.01% | 0.0% |
| 876 | Nova Wealth Management#876 · 15 sh | 15 | $1.3K | <0.01% | New |
| 877 | Principia Wealth Advisory#877 · 14 sh | 14 | $1.2K | <0.01% | -6.7% |
| 878 | NVWM#878 · 13 sh | 13 | $1.1K | — | 0.0% |
| 879 | Hughes Financial Services#879 · 13 sh | 13 | $1.1K | <0.01% | +116.7% |
| 880 | Bell Investment Advisors#880 · 12 sh | 12 | $1.0K | <0.01% | -76.9% |
| 881 | NBH Bank#881 · 12 sh | 12 | $1.0K | <0.01% | — |
| 882 | Ares Financial Consulting#882 · 11 sh | 11 | $956.00 | — | -98.6% |
| 883 | Quaker Wealth Management#883 · 10 sh | 10 | $870.00 | — | -95.2% |
| 884 | BERKSHIRE CAPITAL#884 · 10 sh | 10 | $869.00 | <0.01% | 0.0% |
| 885 | OF VERMONT#885 · 10 sh | 10 | $869.00 | — | — |
| 886 | Gordian Capital Singapore Pte Ltd#886 · 10 sh | 10 | $869.00 | <0.01% | -98.8% |
| 887 | Basepoint Wealth#887 · 10 sh | 10 | $869.00 | <0.01% | 0.0% |
| 888 | Oakworth Capital#888 · 9 sh | 9 | $782.00 | — | 0.0% |
| 889 | Park Place Capital#889 · 9 sh | 9 | $782.00 | <0.01% | -75.0% |
| 890 | Tidemark#890 · 9 sh | 9 | $782.00 | <0.01% | 0.0% |
| 891 | High Note Wealth#891 · 8 sh | 8 | $695.00 | <0.01% | -70.4% |
| 892 | Davis Capital Management#892 · 8 sh | 8 | $695.00 | — | +100.0% |
| 893 | TOUNJIAN ADVISORY PARTNERS#893 · 8 sh | 8 | $695.00 | <0.01% | New |
| 894 | AMERIFLEX GROUP#894 · 8 sh | 8 | $695.00 | <0.01% | +700.0% |
| 895 | Torren Management#895 · 8 sh | 8 | $695.00 | <0.01% | 0.0% |
| 896 | WEST PACES ADVISORS#896 · 6 sh | 6 | $522.00 | — | New |
| 897 | Financial Network Wealth Advisors#897 · 6 sh | 6 | $522.00 | <0.01% | New |
| 898 | Burk#898 · 6 sh | 6 | $522.00 | <0.01% | 0.0% |
| 899 | Stone House Investment Management#899 · 5 sh | 5 | $435.00 | — | -76.2% |
| 900 | Breakwater Investment Management#900 · 5 sh | 5 | $435.00 | — | 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.