MSTR — Strategy Inc Institutional Holders · Q3 2026

Name: Who Owns MSTR? 36 Institutions Hold $28.2M (Q3 2026)
Creator: ko.io

Who owns Strategy Inc (MSTR)? 36 institutions reported holding $28.21M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Mn Services Vermogensbeheer B.V. ($6.5M), Kessler Investment Group, LLC ($5.7M), Titleist Asset Management, LLC ($5.1M).

Rank	Institution	Value	Shares	Change
1	Mn Services Vermogensbeheer B.V.	$6.5M	42,300	Hold
2	Kessler Investment Group, LLC	$5.7M	37,335	Trimmed
3	TITLEIST ASSET MANAGEMENT, LLC	$5.1M	33,173	Added
4	Farther Finance Advisors, LLC	$2.2M	14,162	Added
5	Venture Visionary Partners LLC	$1.7M	11,084	New
6	CoreCap Advisors, LLC	$1.3M	8,511	Added
7	REX Advisers, LLC	$943,487	6,100	New
8	Everhart Financial Group, Inc.	$802,345	5,241	New
9	Valeo Financial Advisors, LLC	$552,359	4,088	Trimmed
10	Weaver Consulting Group	$491,506	3,211	Added
11	MassMutual Private Wealth & Trust, FSB	$448,554	2,930	Added
12	CX Institutional	$446,000	2,911	Added
13	Wedmont Private Capital	$430,958	2,845	Added
14	GAMMA Investing LLC	$311,691	2,036	Added
15	Investment Partners Asset Management, Inc.	$277,705	1,814	Trimmed
16	THRYVE WEALTH MANAGEMENT LLC	$273,113	1,784	New
17	Versant Capital Management, Inc	$237,290	1,550	Added
18	DOLIVER ADVISORS, LP	$200,854	1,312	New
19	BURKETT FINANCIAL SERVICES, LLC	$86,036	562	Hold
20	GK Wealth Management LLC	$68,738	449	New
21	Quintet Private Bank (Europe) S.A.	$53,582	350	Added
22	Rosenberg Matthew Hamilton	$52,204	341	New
23	Horrell Capital Management, Inc.	$25,872	169	Hold
24	GILPIN WEALTH MANAGEMENT, LLC	$12,401	81	Added
25	ELEVATION WEALTH PARTNERS, LLC	$9,033	59	New

Source: SEC Form 13F filings · as of 2026-09-30