MSTR
Strategy Inc · Technology · Software - Application
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +1.5% ·
net new positions +12.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 148 | -2 | 172.24M | $14.60B | +6 | −7 |
| Q1 2026 | 152 | -3 | 168.35M | $19.20B | +5 | −9 |
| Q4 2025 | 154 | 0 | 150.12M | $22.87B | +2 | −1 |
| Q3 2025 | 19 | +1 | 63.41M | $20.40B | +2 | −2 |
| Q2 2025 | 16 | +2 | 49.94M | $20.10B | +2 | — |
| Q1 2025 | 11 | -1 | 14.40M | $4.15B | +1 | −2 |
| Q4 2024 | 12 | 0 | 10.06M | $2.90B | +2 | −2 |
| Q3 2024 | 11 | +2 | 5.89M | $991.46M | +3 | −1 |
| Q2 2024 | 9 | — | 724.26K | $997.02M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 18.54M | — | $7.49B | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 14.19M | — | $5.74B | 0.1% | n/c | 1 | SEC ↗ ×25 |
| 3 | State Street Global Advisors ✦ (passive) | 5.48M | +9.9% | $2.22B | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Geode Capital Management ✦ (passive) | 3.52M | -14.8% | $1.42B | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (passive) | 2.98M | +12.0% | $1.20B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 2.06M | — | $833.67M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 7 | T. Rowe Price ✦ | 1.60M | +412.8% | $646.82M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Capital World Investors ✦ | 1.05M | +61.5% | $426.20M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 80.14K | +74.0% | $32.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Renaissance Technologies ✦ | 264.60K | +1172.1% | $26.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Millennium Management ✦ | 65.54K | New | $26.49M | 0.0% | New | 1 | SEC ↗ ×2 |
| 12 | Two Sigma Investments ✦ | 53.82K | New | $21.76M | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 22.57K | +63.0% | $8.83M | 0.0% | ▲ Add | 5 | SEC ↗ ×7 |
| 14 | Citadel Advisors ✦ | 12.69K | -99.2% | $5.13M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 15 | Wellington Management ✦ | 8.04K | +18.0% | $3.25M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 16 | Bridgewater Associates ✦ | 7.16K | +15.3% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $26.49M | 0.0% |
| Two Sigma Investments | $21.76M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 853.86K shares, $113,445 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 475 sh · $81,225
Director · 475 sh · $80,275
Director · 475 sh · $79,325
Director · 475 sh · $78,842
Officer · 106 sh · $14,708
Director · 925 sh · $121,175
Director · 925 sh · $119,325
Director · 925 sh · $117,475
Director · 925 sh · $114,700
Director · 925 sh · $115,625
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology