Skip to content

MSTR STRATEGY INC

Follow

Stock (common), issuer CIK 1050446

829 managers (854 13F filers) reported a position in MSTR shares at 2026-06-30, 209,462,776 shares in all. 91 filers opened a position and 185 filers sold out during the quarter.

Managers
829
13F filers
854
New
91
Added
365
Reduced
271
Sold out
185
Shares held by filers
209,462,776

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
TOUNJIAN ADVISORY PARTNERS, LLC8$695<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.8$695<0.01%+713F-HRTimeline
Torren Management, LLC8$695<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.6$522<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC6$522<0.01%new13F-HRTimeline
Burk Holdings LLC6$522<0.01%013F-HRTimeline
Stone House Investment Management, LLC5$435<0.01%-1613F-HRTimeline
Breakwater Investment Management5$435<0.01%new13F-HRTimeline
Essential Investment Partners LLC5$435<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3$261<0.01%-1313F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.3$261<0.01%new13F-HRTimelineGroup
IMA Advisory Services, Inc.3$261<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.3$261<0.01%013F-HRTimeline
Signature Equity Partners, LLC3$261<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$258<0.01%new13F-HRTimeline
MATHER GROUP, LLC.3$236<0.01%-2013F-HRTimeline
DUNCKER STREETT & CO INC2$174<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC2$174<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC2$174<0.01%013F-HRTimeline
Valued Wealth Advisors LLC2$174<0.01%013F-HRTimeline
Markowski Investments2$174<0.01%13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2$172-706Timeline
Grove Bank & Trust1$87<0.01%new13F-HRTimeline
ParaFi Capital LP1$87<0.01%new13F-HRTimeline
3 FACTOR INDEXING, LLC1$87<0.01%013F-HRTimeline
Darwin Wealth Management, LLC0$20<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Roble, Belko & Company, Inc3$00%-2713F-HRTimelineValue filed as zero, left out of ratios.
Evolution Advisers, Inc.2$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Coppell Advisory Solutions LLC2$431Knew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.