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Who Owns Strategy Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Strategy Inc.

Who crossed 5% of MSTR →
Managers holding
29
as of 2026-09-30
Reported value
$27.2M
summed across filings
Shares held
178.3K
Added vs trimmed
15 / 6
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Mn Services Vermogensbeheer B.V.CL A NEW42.3K shheld$6.5M
Kessler Investment Group, LLCCL A NEW37.3K shtrimmed$5.7M
TITLEIST ASSET MANAGEMENT, LLCCL A NEW33.2K shadded$5.1M
Farther Finance Advisors, LLCStock14.2K shadded$2.2M
Venture Visionary Partners LLCCL A NEW11.1K shadded$1.7M
CoreCap Advisors, LLCStock8.5K shadded$1.3M
REX Advisers, LLCCL A NEW6.1K shtrimmed$943.5K
Everhart Financial Group, Inc.CL A NEW5.2K sh—$802.3K
Valeo Financial Advisors, LLCStock3.6K shtrimmed$549.3K
Weaver Consulting GroupCL A NEW3.2K shadded$491.5K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock2.9K shadded$448.6K
Wedmont Private CapitalCL A NEW2.8K shadded$431K
GAMMA Investing LLCCommon Stock2K shadded$311.7K
Investment Partners Asset Management, Inc.CL A NEW1.8K shtrimmed$277.7K
THRYVE WEALTH MANAGEMENT LLCCL A NEW1.8K shtrimmed$273.1K
GK Wealth Management LLCCL A NEW449 sh—$68.7K
Quintet Private Bank (Europe) S.A.CL A NEW350 shadded$53.6K
Rosenberg Matthew HamiltonStock341 shadded$52.2K
Horrell Capital Management, Inc.COM169 shheld$25.9K
GILPIN WEALTH MANAGEMENT, LLCCL A NEW81 shadded$12.4K
ELEVATION WEALTH PARTNERS, LLCCL A NEW59 sh—$9K
Grove Bank & TrustCL A NEW58 shadded$8.9K
Bullock Wealth Management GroupStock50 shadded$8K
Trust CoStock50 shheld$7.7K
Bank of New HampshireCL A NEW50 shheld$7.7K
Marquette Asset Management, LLCCL A NEW39 shadded$6K
Retirement Wealth Solutions LLCCL A NEW24 shheld$3.7K
Valeo Financial Advisors, LLCStock500 shtrimmed$3.1K
Davis Capital ManagementStock12 shadded$1.8K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on MSTR

Company overviewEverything on MSTR in one place, with the price.SEC filingsWhat MSTR's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat MSTR's own officers and directors buy and sell.Planned salesSales MSTR insiders have filed notice of.Funds holding itWhich funds and ETFs hold MSTR, and how big a bet.LobbyingWhat MSTR spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on MSTR's account, and who they worked for.Federal contractsWhat federal agencies pay MSTR.

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