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Disclosery

MSTR STRATEGY INC

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Stock (common), issuer CIK 1050446

828 managers (853 13F filers) reported a position in MSTR shares at 2026-06-30, 209,458,416 shares in all. 91 filers opened a position and 182 filers sold out during the quarter.

Managers
828
13F filers
853
New
91
Added
363
Reduced
272
Sold out
182
Shares held by filers
209,458,416

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Assenagon Asset Management S.A.6,922$602K<0.01%-1,41613F-HR/ATimeline
INSIGNEO ADVISORY SERVICES, LLC6,912$601K0.02%+2,15813F-HRTimeline
CENTAURUS FINANCIAL, INC.6,900$600K0.02%+10013F-HRTimeline
Howard Capital Management, LLC6,850$595K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC6,839$595K0.01%+1,96113F-HRTimeline
Csenge Advisory Group6,784$590K0.02%+4,88913F-HRTimeline
E. Ohman J:or Asset Management AB6,763$588K0.01%-2,50013F-HRTimeline
CoreCap Advisors, LLC6,531$568K0.02%+3,61013F-HRTimeline
Convergence Financial, LLC6,530$568K0.05%013F-HRTimeline
KINTRA WEALTH, LLC5,846$568K0.03%+72213F-HRTimeline
B. Riley Wealth Advisors, Inc.6,046$560K0.03%+1,04213F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG6,436$559K<0.01%-2,11113F-HRTimelineGroup
Core Wealth Partners LLC6,435$559K0.24%+21313F-HRTimeline
Fiduciary Alliance LLC6,421$558K0.04%-43,09713F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…5,980$554K0.01%+5,79213F-HRTimelineGroup
SIG BROKERAGE, LP6,343$551K0.09%-1,47313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,258$544K<0.01%+24713F-HRTimeline
NWAM LLC6,248$543K0.03%+78613F-HRTimeline
LCM Capital Management Inc6,139$534K0.23%-2,00013F-HRTimeline
Capstone Financial Advisors, Inc.6,107$531K0.03%-7,11713F-HRTimeline
Tradition Wealth Management, LLC6,104$531K0.03%+28313F-HRTimeline
Turner Financial Group, Inc.6,057$527K0.52%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,000$522K0.01%-6,15513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,990$521K0.01%-83513F-HRTimelineGroup
E6 Portfolios, LLC5,982$520K0.42%+1,48813F-HRTimeline
Finer Wealth Management, Inc.5,954$518K0.23%+2513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,811$505K0.03%-15913F-HRTimeline
Beacon Capital Management, LLC5,810$505K0.07%+12813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,766$501K0.01%-313F-HRTimelineGroup
Arkadios Wealth Advisors5,766$501K0.01%-1,58513F-HRTimeline
Headlands Technologies LLC5,750$500K0.05%-88,42413F-HRTimeline
Lifeworks Advisors, LLC5,744$499K0.05%-17713F-HRTimeline
Comprehensive Financial Consultants Ins…5,698$495K0.13%+8413F-HRTimeline
Sterling Investment Advisors, Ltd.5,673$493K0.08%-93013F-HRTimeline
Covenant Asset Management, LLC5,616$488K0.09%013F-HRTimeline
Siemens Fonds Invest GmbH5,587$486K0.02%013F-HRTimeline
TCW GROUP INCin group TCW GROUP INC5,568$484K<0.01%+40013F-HRTimelineGroup
Bridgewater Associates, LP5,568$484K<0.01%013F-HRTimeline
Merit Financial Group, LLC5,541$482K<0.01%-15013F-HR/ATimeline
IPG Investment Advisors LLC5,500$478K0.07%+37613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,471$476K<0.01%-5,51113F-HRTimelineGroup
ICICI Prudential Asset Management Co Ltd5,470$476K0.05%+26513F-HRTimeline
Institute for Wealth Management, LLC.5,460$475K0.04%-1,00513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding5,454$474K+1,592Timeline
HARTLINE INVESTMENT CORP/5,369$467K0.04%+2,75013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…5,341$464K<0.01%-55213F-HRTimelineGroup
Larson Financial Group LLC5,337$464K0.01%-60913F-HRTimeline
Perennial Investment Advisors, LLC5,171$450K0.03%-21013F-HRTimeline
Alphadyne Asset Management LP5,171$450K0.02%new13F-HRTimeline
&PARTNERS5,153$448K<0.01%-29213F-HRTimeline
Vestcor Inc5,097$443K0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,010$436K0.01%-16113F-HRTimelineGroup
AdvisorNet Financial, Inc4,972$432K0.02%+5013F-HRTimeline
FIL Ltdin group FIL Ltd4,970$432K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc4,963$431K0.01%-3513F-HRTimeline
Robertson Stephens Wealth Management, L…4,876$424K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC4,850$422K0.01%new13F-HRTimeline
180 WEALTH ADVISORS, LLC4,849$422K0.04%+2,86413F-HRTimeline
Valeo Financial Advisors, LLC4,847$421K0.01%+74813F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC4,834$420K0.19%+213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,820$419K<0.01%+1813F-HRTimeline
Allworth Financial LP4,782$416K<0.01%+1,11513F-HRTimeline
Kovack Advisors, Inc.4,710$414K0.02%-26,81313F-HRTimeline
Waverly Advisors, LLC4,676$407K<0.01%+80813F-HRTimeline
Pine Valley Investments Ltd Liability Co4,504$392K0.02%+7413F-HRTimeline
Metis Global Partners, LLC4,488$390K0.01%+1,99013F-HRTimeline
MAI Capital Management4,475$389K<0.01%-2,89213F-HRTimeline
NorthCoast Asset Management LLC4,464$388K0.01%+8313F-HRTimeline
Sowell Financial Services LLC4,458$388K0.01%+6613F-HRTimeline
Militia Capital Management LLCin group Militia Capital Management LLC4,450$387K0.07%+1,50013F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC4,411$383K<0.01%+2,22813F-HRTimeline
ABOUND FINANCIAL, LLC4,391$382K0.15%+13513F-HRTimeline
Fort Point Capital Partners LLC4,365$379K0.04%+57013F-HRTimeline
AVISO WEALTH MANAGEMENT4,330$376K0.13%013F-HRTimeline
Vienna Asset Management LLC4,327$376K0.27%-7,98213F-HRTimeline
Cambria Investment Management, L.P.4,324$376K0.02%-10713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,315$375K<0.01%-49213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,278$372K<0.01%-69613F-HRTimelineGroup
Annandale Capital, LLC4,269$371K0.05%new13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC4,188$364K<0.01%+12613F-HRTimeline
Bonfire Financial4,185$364K0.23%-2013F-HRTimeline
EFG International AGin group EFG International AG4,156$361K0.01%-5,00013F-HRTimelineGroup
AXS Investments LLC4,125$359K0.1%+71013F-HRTimeline
Financial Sense Advisors, Inc.4,068$354K0.07%new13F-HRTimeline
Maridea Wealth Management LLC4,046$352K0.04%+1,49213F-HRTimeline
United Asset Strategies, Inc.3,999$348K0.02%-55013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,992$347K0.01%013F-HRTimelineGroup
Discipline Wealth Solutions, LLC3,945$343K0.03%+2013F-HRTimeline
CENTRAL TRUST Co3,937$342K0.01%-2513F-HRTimeline
Savant Capital, LLC3,123$342K<0.01%-28413F-HRTimeline
Savvy Advisors, Inc.3,904$339K0.01%-7313F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,900$339K0.03%+67013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,881$337K<0.01%+1,48613F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC3,870$336K0.09%-4113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,799$330K<0.01%-24513F-HRTimelineGroup
Principle Wealth Partners LLC3,771$328K0.02%-1,42213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,770$328K<0.01%-3,96913F-HRTimelineGroup
CenterBook Partners LP3,737$325K0.02%new13F-HRTimeline
Simplicity Wealth,LLC3,707$322K0.01%-77713F-HRTimeline
SteelPeak Wealth, LLC3,690$321K0.01%-2,40613F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…3,665$319K0.17%+82013F-HRTimelineGroup
Gotham Asset Management, LLC3,649$317K<0.01%new13F-HRTimeline
HighPoint Advisor Group LLC3,609$314K0.01%+20013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,595$313K<0.01%-65913F-HR/ATimeline
Betterment LLC3,561$310K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC3,524$306K<0.01%-1,23413F-HRTimeline
Clear Harbor Asset Management, LLC3,500$304K0.02%+97913F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.3,497$304K0.04%new13F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…3,496$304K<0.01%new13F-HRTimelineGroup
NewEdge Wealth, LLC3,443$299K<0.01%+3113F-HRTimeline
MEANS INVESTMENT CO., INC.3,355$292K0.02%+20013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,333$290K0.03%+27613F-HRTimelineGroup
Family Capital Management, Inc.3,323$289K0.11%-10013F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC3,280$285K0.02%-1,50013F-HRTimeline
BOKF, NAin group BOKF, NA3,275$285K<0.01%+95313F-HRTimelineGroup
COFG Advisors, LLC3,274$285K0.05%new13F-HRTimeline
ANCHYRA PARTNERS LLC3,239$282K0.07%+47713F-HRTimeline
Fulcrum Asset Management LLP3,038$282K0.03%new13F-HRTimeline
Ballentine Partners, LLC3,224$280K<0.01%-75513F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…3,220$280K<0.01%new13F-HRTimelineGroup
Waterloo Capital, L.P.3,202$279K0.02%+1,55913F-HRTimeline
Cornerstone Wealth Management, LLC3,153$274K0.01%+24513F-HRTimeline
Seelaus Asset Management LLC3,110$270K0.19%-22513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,109$270K0.01%+1,31413F-HRTimeline
Weaver Consulting Group3,105$270K0.06%new13F-HRTimeline
Independent Family Office, LLC3,100$269K0.11%-1,00013F-HRTimeline
HB Wealth Management, LLC3,093$269K<0.01%-1,77913F-HRTimeline
Krilogy Financial LLC3,082$268K0.01%+25413F-HRTimeline
Cornerstone Advisory, LLC3,080$268K0.02%new13F-HRTimeline
Freestone Grove Partners LP3,069$267K<0.01%new13F-HRTimeline
Parallel Advisors, LLC3,048$265K<0.01%-47313F-HRTimeline
Mutual Advisors, LLC3,037$264K<0.01%-3213F-HRTimeline
Keebeck Wealth Management3,033$264K0.03%-62813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,027$263K<0.01%-77913F-HRTimelineGroup
RED REEF ADVISORS LLC3,025$263K0.24%-7213F-HRTimeline
Key Client Fiduciary Advisors, LLC3,022$263K0.08%+83113F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW3,021$262K0.03%+11413F-HRTimelineGroup
Blue Sky Capital Consultants Group, Inc.3,009$262K0.11%-16,43213F-HRTimeline
Sava Infond d.o.o.3,000$261K0.02%+30013F-HRTimeline
REYL & Cie S.A.2,080$260K0.3%13F-HRTimeline
Quotient Wealth Partners, LLC2,994$260K0.01%+12613F-HRTimeline
HARBOUR INVESTMENTS, INC.2,955$257K<0.01%-85513F-HRTimeline
Garden State Investment Advisory Servic…2,952$257K0.05%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,936$255K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,926$254K0.01%+3113F-HRTimeline
National Wealth Management Group, LLC2,924$254K0.08%-1713F-HRTimeline
Soltis Investment Advisors LLC2,883$251K0.01%-9613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,872$250K0.02%-11213F-HRTimelineGroup
Engineers Gate Manager LP2,840$247K<0.01%new13F-HRTimeline
Carroll Advisory Group, LLC2,840$247K0.08%-59813F-HRTimeline
Vestmark Advisory Solutions, Inc.2,824$245K<0.01%new13F-HRTimeline
Cyndeo Wealth Partners, LLC2,823$245K0.01%-18613F-HRTimeline
DecisionMap Wealth Management, LLC2,812$244K0.14%+6413F-HRTimeline
Allegheny Financial Group2,800$243K0.03%+1113F-HRTimeline
Prepared Retirement Institute LLC2,799$243K0.1%-15,02313F-HRTimeline
Baader Bank Aktiengesellschaft2,790$243K0.02%-2,72013F-HRTimeline
Centiva Capital, LP2,764$240K0.01%-76,33813F-HRTimeline
Mountain Capital Investment Advisors In…2,759$240K0.03%+49013F-HRTimeline
Aaron Wealth Advisors LLC2,741$238K0.01%+77613F-HRTimeline
Curran Financial Partners, LLC2,699$235K0.03%+1513F-HRTimeline
Magnus Financial Group LLC2,671$232K0.02%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,664$232K<0.01%-5813F-HRTimelineGroup
Trifecta Capital Advisors, LLC2,661$231K0.03%+113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,648$230K<0.01%+51913F-HRTimelineGroup
Canal Capital Management, LLC2,634$229K0.03%-1913F-HRTimeline
Traynor Capital Management, Inc.2,620$228K0.01%+47713F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV2,607$227K0.06%-413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,603$226K<0.01%-1,11613F-HRTimelineGroup
Wick Capital Partners, LLC2,596$226K0.03%+21113F-HRTimeline
Crossmark Global Holdings, Inc.2,594$225K<0.01%-4213F-HRTimeline
Avantax Planning Partners, Inc.2,591$225K0.01%+29713F-HRTimeline
AssuredPartners Investment Advisors, LLC2,590$225K0.02%+26213F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,581$224K0.01%+2213F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC2,573$224K0.11%+5713F-HRTimeline
Investment Partners Asset Management, I…2,572$224K0.12%+1113F-HRTimeline
CAXTON ASSOCIATES LLP2,523$219K<0.01%new13F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.2,505$218K0.02%+41713F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC2,500$217K<0.01%-1,75013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,492$217K0.1%013F-HRTimeline
RAHLFS CAPITAL, LLC2,485$216K0.16%013F-HRTimeline
Daviman Financial, LLC2,437$212K0.12%013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC2,424$211K<0.01%-29313F-HRTimelineGroup
Bulltick Wealth Management, LLC2,417$210K0.04%+20413F-HRTimeline
GSA CAPITAL PARTNERS LLP2,412$210K0.01%new13F-HRTimeline
Wedmont Private Capital2,194$208K0.01%-2,55713F-HRTimeline
IAG Wealth Partners, LLC2,388$208K0.02%+93413F-HRTimeline
Diligent Investors, LLC2,385$207K0.05%+5013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP2,377$207K0.01%+1,72113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,365$206K<0.01%-47713F-HRTimeline
BRIGHTON JONES LLC2,351$204K<0.01%+11613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,182$204K0.01%-1,02113F-HRTimeline
Kera Capital Partners, Inc.2,343$204K0.02%+13813F-HRTimeline
BridgePort Financial Solutions, LLC2,330$203K0.05%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,329$202K<0.01%new13F-HRTimelineGroup
CX Institutional2,316$201K0.01%+1,02413F-HRTimeline
Quarry LP2,302$200K0.03%new13F-HRTimeline
OSTRUM ASSET MANAGEMENT2,262$197K0.01%013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.2,147$187K0.06%+26013F-HRTimeline
Avanza Fonder AB2,122$184K<0.01%013F-HRTimeline
TSFG, LLC2,028$176K0.02%-36513F-HRTimeline