Strategy Inc Common Stock Class A — Institutional Ownership
Which tracked institutions hold MSTR, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
40
Funds holding
$7809273468
Total value held
Buying
29 added/new · 11 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1858950473 | 159519936 | +7210599 | +4.73% |
| 2 | Goldman Sachs Group Inc | $971200611 | 13280113 | +6866771 | +107.07% |
| 3 | Morgan Stanley | $844204099 | 34619073 | +9219224 | +36.30% |
| 4 | State Street Corp | $824312697 | 180003561 | -731365 | -0.40% |
| 5 | Invesco Ltd. | $811985528 | 9340682 | +2748216 | +41.69% |
| 6 | Ubs Group Ag | $542619748 | 6478389 | +6478389 | NEW BUY |
| 7 | Marex Group Ltd | $317922917 | 3657229 | +180056 | +5.18% |
| 8 | Wells Fargo & Company/Mn | $311647355 | 3622949 | +2635963 | +267.07% |
| 9 | Bank Of Montreal /Can/ | $173295518 | 72670690 | +24022226 | +49.38% |
| 10 | Northern Trust Corp | $159216990 | 1831554 | +69540 | +3.95% |
| 11 | Jpmorgan Chase & Co | $158719226 | 4884409 | -2432495 | -33.24% |
| 12 | Barclays Plc | $133516537 | 2935219 | +1666152 | +131.29% |
| 13 | Bank Of America Corp /De/ | $119648840 | 20875925 | -4563755 | -17.94% |
| 14 | Citigroup Inc | $113256129 | 7900354 | -222373 | -2.74% |
| 15 | Ameriprise Financial Inc | $108625888 | 15122219 | +15122219 | NEW BUY |
| 16 | Bank Of New York Mellon Corp | $90492658 | 2079623 | +464630 | +28.77% |
| 17 | Royal Bank Of Canada | $86139000 | 10987372 | +9858662 | +873.45% |
| 18 | Raymond James Financial Inc | $62684637 | 1135774 | -96605 | -7.84% |
| 19 | Nomura Holdings Inc | $52367414 | 602409 | +442325 | +276.31% |
| 20 | Stifel Financial Corp | $23256037 | 367279 | +367279 | NEW BUY |
| 21 | Jefferies Financial Group Inc. | $13190374 | 963533 | +963533 | NEW BUY |
| 22 | Franklin Resources Inc | $6985118 | 5301355 | -8520872 | -61.65% |
| 23 | Sei Investments Co | $5459406 | 62808 | +17144 | +37.54% |
| 24 | Toronto Dominion Bank | $4389971 | 50502 | +9390 | +22.84% |
| 25 | Janus Henderson Group Plc | $3190068 | 25542 | +25542 | NEW BUY |
| 26 | Equitable Holdings, Inc. | $2441162 | 40253 | +5968 | +17.41% |
| 27 | Pnc Financial Services Group, Inc. | $1630658 | 22900 | +973 | +4.44% |
| 28 | Truist Financial Corp | $1608726 | 27167 | +2634 | +10.74% |
| 29 | Allstate Corp | $1594905 | 18347 | -1266 | -6.45% |
| 30 | Bank Of Nova Scotia | $1162340 | 13371 | -5239 | -28.15% |
| 31 | Prudential Financial Inc | $1130959 | 13010 | +76 | +0.59% |
| 32 | M&T Bank Corp | $848889 | 9767 | +530 | +5.74% |
| 33 | Principal Financial Group Inc | $478607 | 5506 | +1927 | +53.84% |
| 34 | Us Bancorp \De\ | $475593 | 5471 | -5511 | -50.18% |
| 35 | Fifth Third Bancorp | $373127 | 4299 | -696 | -13.93% |
| 36 | Regions Financial Corp | $202460 | 2329 | +2329 | NEW BUY |
| 37 | Zions Bancorporation, National Association /Ut/ | $28339 | 326 | +326 | NEW BUY |
| 38 | Atlantic Union Bankshares Corp | $19942 | 231 | -340 | -59.54% |
| 39 | Federated Hermes, Inc. | $261 | 3 | +3 | NEW BUY |
| 40 | Southstate Bank Corp | $261 | 3 | +3 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.