# STRATEGY INC (MSTR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MSTR/

- Reporting holders: 32
- Reported value: $21.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Kessler Investment Group, LLC](https://holderbook.com/funds/1525947-kessler-investment-group-llc/) | $5.7M | 37,335 | 2.8% | 4 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $5.1M | 33,173 | 0.3% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.2M | 14,162 | 0.0% | 15 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.7M | 11,084 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.3M | 8,511 | 0.0% | 9 |
| [REX Advisers, LLC](https://holderbook.com/funds/2016827-rex-advisers-llc/) | $943.5K | 6,100 | 4.5% | 1 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $802.3K | 5,241 | 0.0% | 1 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $552.4K | 3,588 | 0.0% | 9 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $491.5K | 3,211 | 0.1% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $448.6K | 2,930 | 0.0% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $431.0K | 2,845 | 0.0% | 9 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $311.7K | 2,036 | 0.0% | 12 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $277.7K | 1,814 | 0.1% | 11 |
| [THRYVE WEALTH MANAGEMENT LLC](https://holderbook.com/funds/2113283-thryve-wealth-management-llc/) | $273.1K | 1,784 | 0.2% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $237.3K | 1,550 | 0.0% | 17 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $200.9K | 1,312 | 0.0% | 1 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $86.0K | 562 | 0.0% | 8 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $68.7K | 449 | 0.0% | 1 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $53.6K | 350 | 0.0% | 5 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $52.2K | 341 | 0.0% | 1 |
| [Horrell Capital Management, Inc.](https://holderbook.com/funds/1385925-horrell-capital-management-inc/) | $25.9K | 169 | 0.0% | 8 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $12.4K | 81 | 0.0% | 4 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $9.0K | 59 | 0.0% | 1 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $8.9K | 58 | 0.0% | 2 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $8.0K | 50 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 32 | $21.3M |
| Q2 2026 | 883 | $35.4B |
| Q1 2026 | 961 | $43.3B |
| Q4 2025 | 1,015 | $51.5B |
| Q3 2025 | 1,117 | $105.3B |
| Q2 2025 | 1,192 | $112.1B |
| Q1 2025 | 1,042 | $70.6B |
| Q4 2024 | 1,020 | $71.3B |
| Q3 2024 | 677 | $32.4B |
| Q2 2024 | 604 | $22.3B |
| Q1 2024 | 551 | $37.5B |
| Q4 2023 | 386 | $8.4B |