DOSSIER · 13F Holders · Q1 2026
MSTR 10.5 PERP A.

Strategy Inc

2 institutions still hold Strategy Inc as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 594972853·2 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$967K
visible holders
Holders
2
filers reporting
Concentration
77.85%
Ethos Financial Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

2 institutions reported MSTR 10.5 PERP A. in Q1 2026. Ethos Financial Group, LLC leads at 77.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Ethos Financial Group, LLC
CIK 0001954242
$753K8K0.06%Q1 2026
02
Sterling Investment Advisors, Ltd.
CIK 0001701132
$214K3K0.04%Q2 2026