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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
TrinityBridge Ltd1,937$168K<0.01%-1,33513F-HRTimeline
683 Capital Management, LLCin group 683 Capital Management, LLC1,900$165K0.02%new13F-HRTimelineGroup
Purpose Unlimited Inc.in group Purpose Unlimited Inc.1,885$164K0.01%-86213F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,887$164K<0.01%+40913F-HRTimelineGroup
Clearstead Advisors, LLC1,886$164K<0.01%+4713F-HRTimeline
Smartleaf Asset Management LLC1,721$160K0.01%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,700$148K<0.01%013F-HRTimeline
Operose Advisors LLC1,661$144K0.03%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC1,600$139K0.05%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,582$138K0.01%+813F-HRTimeline
Miller Capital Partners, Inc.1,555$135K0.05%-14113F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,514$132K0.07%-15713F-HRTimeline
Financial Perspectives, Inc1,472$128K0.03%+93113F-HRTimeline
PRIVATE TRUST CO NA1,451$126K0.01%+75013F-HRTimeline
GAMMA Investing LLC1,402$122K<0.01%-42913F-HRTimeline
Aventura Private Wealth, LLC1,394$121K0.04%-13013F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd1,250$109K<0.01%13F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,232$107K<0.01%-85013F-HRTimelineGroup
Sterling Capital Management LLC1,217$106K<0.01%+24713F-HRTimeline
SOA Wealth Advisors, LLC.1,107$96.2K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,079$93.8K0.03%013F-HRTimeline
Abound Wealth Management1,057$91.8K0.02%+31013F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,056$91.8K0.02%new13F-HRTimeline
Ionic Capital Management LLC1,016$88.3K0.08%013F-HRTimeline
Skylands Capital, LLC1,000$86.9K0.01%new13F-HRTimeline
PlanVest Financial, Inc965$83.9K0.06%+19913F-HRTimeline
WPG Advisers, LLC949$82.5K0.05%+34513F-HRTimeline
TD Waterhouse Canada Inc.815$76.1K<0.01%+16713F-HRTimeline
Versant Capital Management, Inc851$74K0.01%-5813F-HRTimeline
IFG Advisory, LLC823$71.5K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.820$71.3K<0.01%-513F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC764$71.2K0.01%13F-HRTimeline
Strategic Advocates LLC754$65.5K0.25%-15213F-HRTimeline
Cornerstone Planning Group LLC635$63.5K0.01%-5513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd730$63.5K<0.01%new13F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS678$58.9K0.01%new13F-HRTimeline
VEGA INVESTMENT SOLUTIONS627$54.5K0.01%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd600$52K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC562$48.9K0.02%013F-HRTimeline
Blue Trust, Inc.562$48.8K<0.01%-18613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC548$48K0.03%+113F-HR/ATimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK547$47.5K<0.01%+3013F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…545$47.4K0.01%013F-HRTimeline
HighMark Wealth Management LLC532$46.2K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC522$45.4K<0.01%013F-HRTimeline
Mosley Wealth Management513$44.6K0.01%-1,14313F-HRTimeline
Wilkerson Advisory Group LLC504$43.8K0.01%+613F-HRTimeline
BigSur Wealth Management LLC500$43.5K0.01%013F-HRTimeline
City State Bank480$41.7K0.01%013F-HRTimeline
REAP Financial Group, LLC455$39.6K0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC451$39.2K0.01%-15713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC441$38.3K<0.01%013F-HRTimeline
MTM Investment Management, LLC440$38.2K0.01%013F-HRTimeline
SHP Wealth Management434$37.7K<0.01%-98313F-HRTimeline
V-Square Quantitative Management LLC431$37.5K<0.01%+5713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC427$37.1K<0.01%013F-HRTimeline
MCF Advisors LLC407$35.4K<0.01%-10013F-HRTimeline
Bogart Wealth, LLC384$33.4K<0.01%-113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC374$32.5K<0.01%013F-HRTimelineGroup
Compagnie Lombard Odier SCmA370$32.2K<0.01%-9,62513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise368$32K<0.01%-4,82513F-HRTimelineGroup
Capital Advisors, Ltd. LLC360$31K<0.01%-1013F-HRTimeline
Ankerstar Wealth, LLC348$30.3K0.03%-2,77913F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC349$29.8K0.02%+31313F-HRTimeline
First Command Advisory Services, Inc.342$29.7K<0.01%+30913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…326$28.3K<0.01%+14913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC325$28.3K<0.01%-66013F-HRTimelineGroup
Guardian Partners Inc.in group GUARDIAN CAPITAL LP325$28.3K<0.01%new13F-HRTimelineGroup
Banque Transatlantique SAin group Banque Transatlantique SA280$28K<0.01%-12513F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC320$27.8K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.307$26.7K<0.01%-25613F-HRTimeline
North Star Investment Management Corp.300$26.1K<0.01%-3313F-HRTimeline
Continuum Advisory, LLC300$26.1K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC263$25.6K<0.01%+5013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC290$25.2K<0.01%+15313F-HRTimelineGroup
Triumph Capital Management282$24.5K<0.01%+5113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC271$23.6K<0.01%+1013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC250$21.7K<0.01%013F-HRTimeline
Quent Capital, LLC232$20.2K<0.01%+14013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp226$19.6K<0.01%-44013F-HRTimelineGroup
Westside Investment Management, Inc.225$19.6K<0.01%+1013F-HRTimeline
Oakmont Advisory Group, LLC223$19.4K0.02%new13F-HRTimeline
Strategic Wealth Partners, Ltd.223$19.4K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC210$18.3K<0.01%+19413F-HRTimeline
Westfuller Advisors, LLC202$17.6K0.01%013F-HRTimeline
SJS Investment Consulting Inc.201$17.5K<0.01%013F-HRTimeline
Costello Asset Management, INC200$17.4K0.01%013F-HRTimeline
Clearstead Trust, LLC192$16.7K<0.01%-113F-HRTimeline
FNY Investment Advisers, LLC195$16K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC166$15.5K<0.01%013F-HRTimeline
TFC Financial Management, Inc.177$15.4K<0.01%-313F-HRTimeline
Quintet Private Bank (Europe) S.A.175$15.2K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB169$14.7K<0.01%+913F-HRTimeline
Horrell Capital Management, Inc.169$14.7K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC160$13.9K0.01%new13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…160$13.9K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV157$13.6K<0.01%-72213F-HRTimeline
Keating Financial Advisory Services, In…156$13.6K<0.01%+9013F-HRTimeline
Catalyst Capital Advisors LLC154$13.4K<0.01%+5813F-HRTimeline
LifeSteps Financial, Inc.153$13.3K0.01%new13F-HRTimeline
Pilgrim Partners Asia Pte Ltd150$13K0.01%new13F-HRTimeline
Private Wealth Management Group, LLC140$12.2K<0.01%-1813F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.140$12.2K<0.01%-40013F-HRTimelineGroup
Nemes Rush Group LLC136$11.8K<0.01%013F-HRTimeline
Avion Wealth128$11K<0.01%-2813F-HRTimeline
Covestor Ltd125$11K0.01%-18213F-HRTimeline
Cheviot Value Management, LLC120$10.4K<0.01%013F-HRTimeline
CVA Family Office, LLC118$10.3K<0.01%-9613F-HRTimeline
PayPay Securities Corp106$9.21K0.22%+5713F-HRTimeline
JPL Wealth Management, LLC104$9.04K<0.01%+513F-HRTimeline
VIMA LLC103$8.95K0.01%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC101$8.78K<0.01%013F-HRTimelineGroup
Highland Investment Advisors LLC101$8.78K<0.01%13F-HRTimeline
Indiana Trust & Investment Management Co100$8.69K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC92$8K<0.01%013F-HRTimeline
Altshuler Shaham Ltd90$7.82K<0.01%-813F-HRTimeline
Sachetta, LLC88$7.65K<0.01%+5313F-HRTimeline
Avalon Trust Co85$7.39K<0.01%013F-HRTimeline
Crewe Advisors LLC82$7.13K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC81$7.04K0.01%+3213F-HR/ATimeline
First PREMIER Bank84$7K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC80$6.96K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors80$6.95K<0.01%-10013F-HRTimelineGroup
Financial Management Professionals, Inc.75$6.52K<0.01%-3013F-HRTimeline
Silver Grove Financial Group, Inc.75$6.52K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…74$6.43K<0.01%013F-HRTimeline
Asset Dedication, LLC72$6.26K<0.01%+1513F-HRTimeline
Physician Wealth Advisors, Inc.72$6.22K<0.01%-7713F-HRTimeline
Forum Finance Group S.A.90$6K<0.01%+513F-HRTimeline
Spectrum Wealth Advisory Group, LLC67$5.82K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.60$5.22K<0.01%013F-HRTimeline
Osbon Capital Management LLC60$5.21K<0.01%013F-HRTimeline
UMB Bank, n.a.58$5.04K<0.01%+813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…54$4.75K<0.01%+1113F-HRTimeline
MidFirst Bank54$4.69K<0.01%013F-HRTimeline
Bullock Wealth Management Group50$4.67K<0.01%13F-HRTimeline
HM PAYSON & CO50$4.35K<0.01%013F-HRTimeline
Trust Co50$4.35K<0.01%-113F-HRTimeline
Vermillion Wealth Management, Inc.50$4.35K<0.01%013F-HRTimeline
Bank of New Hampshire50$4.35K<0.01%013F-HRTimeline
Millstone Evans Group, LLC50$4.35K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.50$4.35K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL49$4.26K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC48$4.17K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.48$4.17K<0.01%-55713F-HRTimeline
Dogwood Wealth Management LLC46$4K<0.01%+613F-HRTimeline
Frazier Financial Advisors, LLC45$3.91K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC44$3.83K<0.01%013F-HRTimeline
True Wealth Design, LLC43$3.74K<0.01%+2713F-HRTimeline
Glen Eagle Advisors, LLC40$3.48K<0.01%013F-HRTimeline
Activest Wealth Management38$3.3K<0.01%-33613F-HRTimeline
ALBION FINANCIAL GROUP /UT37$3.22K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC37$3.22K<0.01%+313F-HRTimeline
Essential Partners LLC36$3.13K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC35$3.04K<0.01%+2313F-HRTimeline
Manchester Capital Management LLC34$2.96K<0.01%+713F-HRTimeline
American Capital Advisory, LLC33$2.87K<0.01%013F-HRTimeline
S&T Bank/PA32$2.78K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC32$2.78K<0.01%+613F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN30$2.61K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.30$2.61K<0.01%-10113F-HR/ATimeline
Pacific Center for Financial Services30$2.61K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.30$2.61K<0.01%new13F-HRTimeline
Chung Wu Investment Group, LLC30$2.61K<0.01%+1513F-HRTimeline
Miller Global Investments, LLC28$2.43K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC27$2.35K<0.01%-9513F-HRTimeline
PINNEY & SCOFIELD, INC.25$2.17K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC24$2.09K<0.01%-113F-HRTimeline
Gunpowder Capital Management, LLC dba O…22$1.91K<0.01%013F-HRTimeline
Addison Advisors LLC20$1.74K<0.01%013F-HRTimeline
Winch Advisory Services, LLC19$1.65K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…19$1.65K<0.01%-113F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners18$1.56K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC18$1.56K<0.01%-1,19713F-HRTimeline
Planning Strategies Inc.18$1.56K<0.01%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC17$1.48K<0.01%-2713F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department17$1.48K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC15$1.4K<0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…16$1.39K<0.01%013F-HRTimeline
RMG Wealth Management LLC14$1.33K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC15$1.3K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.15$1.3K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC14$1.22K<0.01%-113F-HRTimeline
NVWM, LLC13$1.13K<0.01%013F-HRTimeline
Hughes Financial Services, LLC13$1.13K<0.01%+713F-HRTimeline
Bell Investment Advisors, Inc12$1.04K<0.01%-4013F-HRTimeline
NBH Bank12$1.04K<0.01%13F-HRTimeline
Investment Research & Advisory Group, I…5$1.04K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC11$956<0.01%-78413F-HRTimeline
Quaker Wealth Management, LLC10$870<0.01%-19813F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$869<0.01%013F-HRTimeline
TRUST CO OF VERMONT10$869<0.01%13F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…10$869<0.01%-85013F-HRTimeline
Basepoint Wealth LLC10$869<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.9$782<0.01%013F-HRTimeline
Park Place Capital Corp9$782<0.01%-2713F-HRTimeline
Tidemark, LLC9$782<0.01%013F-HRTimeline
High Note Wealth, LLC8$695<0.01%-1913F-HRTimeline
Davis Capital Management8$695<0.01%+413F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC8$695<0.01%new13F-HRTimeline