Strategy Inc
MX ˙ BMV ˙ US5949724083
SecurityMX:MSTR / Strategy Inc
InstitutionLegal & General Group Plc
Latest Disclosed Ownership1,372,447 shares
Latest Disclosed Value $ 171,281,386
Legal & General Group Plc reports 0.04% increase in ownership of MSTR / Strategy Inc

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 1,372,447 shares of Strategy Inc (MX:MSTR) valued at $171,281,386 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,371,947 shares of Strategy Inc. This represents a change in shares of 0.04% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F STRATEGY CL A NEW 594972408 1,372,447 500 0.04 171,281 -17.84 0.0212
2026-02-09 2025-12-31 13F STRATEGY CL A NEW 594972408 1,371,947 116,177 9.25 208,467 -48.48 0.0462
2025-11-13 2025-09-30 13F STRATEGY CL A NEW 594972408 1,255,770 87,333 7.47 404,622 -14.33 0.0908
2025-08-12 2025-06-30 13F MICROSTRATEGY CL A NEW 594972408 1,168,437 187,291 19.09 472,317 66.99 0.1172
2025-05-15 2025-03-31 13F MICROSTRATEGY CL A NEW 594972408 981,146 251,241 34.42 282,835 33.79 0.0770
2025-02-13 2024-12-31 13F MICROSTRATEGY CL A NEW 594972408 729,905 51,806 7.64 211,395 84.90 0.0559
2025-02-28 2024-09-30 13F/A-2 MICROSTRATEGY CL A NEW 594972408 678,099 645,572 1,984.73 114,328 155.17 0.0301
2024-11-14 2024-09-30 13F/A-1 MICROSTRATEGY CL A NEW 594972408 945,131 894,884 159,349 0.0332
2024-11-14 2024-09-30 13F MICROSTRATEGY CL A NEW 594972408 945,131 894,884 159,349 0.0168
2025-05-29 2024-06-30 13F/A-1 MICROSTRATEGY CL A NEW 594972408 32,527 16,803 106.86 44,805 67.17 0.0127
2024-08-14 2024-06-30 13F MICROSTRATEGY CL A NEW 594972408 50,247 34,523 69,214 0.0155
2025-05-29 2024-03-31 13F/A-2 MICROSTRATEGY CL A NEW 594972408 15,724 3,489 28.52 26,803 246.86 0.0077
2024-07-01 2024-03-31 13F/A-1 MICROSTRATEGY CL A NEW 594972408 15,724 3,489 26,803 0.0063
2024-05-14 2024-03-31 13F MICROSTRATEGY CL A NEW 594972408 15,042 2,807 25,640 0.0031
2025-05-29 2023-12-31 13F/A-1 MICROSTRATEGY CL A NEW 594972408 12,235 1,321 12.10 7,728 115.72 0.0024
2024-02-15 2023-12-31 13F MICROSTRATEGY CL A NEW 594972408 12,235 1,321 7,728 0.0020
2023-11-14 2023-09-30 13F MICROSTRATEGY CL A NEW 594972408 10,914 328 3.10 3,583 -1.16 0.0012
2023-08-14 2023-06-30 13F MICROSTRATEGY CL A NEW 594972408 10,586 1,647 18.42 3,625 38.69 0.0012
2023-05-15 2023-03-31 13F MICROSTRATEGY CL A NEW 594972408 8,939 454 5.35 2,613 117.57 0.0009
2023-02-14 2022-12-31 13F MICROSTRATEGY CL A NEW 594972408 8,485 74 0.88 1,201 -32.72 0.0005
2022-11-14 2022-09-30 13F MICROSTRATEGY CL A NEW 594972408 8,411 198 2.41 1,785 32.32 0.0007
2022-08-22 2022-06-30 13F MICROSTRATEGY CL A NEW 594972408 8,213 10 0.12 1,349 -66.18 0.0005
2022-05-16 2022-03-31 13F MICROSTRATEGY CL A NEW 594972408 8,203 1,400 20.58 3,989 7.69 0.0012
2022-02-14 2021-12-31 13F MICROSTRATEGY CL A NEW 594972408 6,803 112 1.67 3,704 -4.29 0.0011
2021-11-15 2021-09-30 13F MICROSTRATEGY CL A NEW 594972408 6,691 -13,301 -66.53 3,870 -70.87 0.0013
2021-08-12 2021-06-30 13F MICROSTRATEGY CL A NEW 594972408 19,992 -4,947 -19.84 13,285 -21.53 0.0044
2021-05-17 2021-03-31 13F MICROSTRATEGY CL A NEW 594972408 24,939 1,586 6.79 16,929 86.57 0.0063
2021-02-12 2020-12-31 13F MICROSTRATEGY CL A NEW 594972408 23,353 33 0.14 9,074 158.44 0.0036
2020-11-13 2020-09-30 13F MICROSTRATEGY CL A NEW 594972408 23,320 -1,383 -5.60 3,511 20.12 0.0016
2020-08-14 2020-06-30 13F MICROSTRATEGY CL A NEW 594972408 24,703 345 1.42 2,923 1.60 0.0014
2020-05-14 2020-03-31 13F MICROSTRATEGY CL A NEW 594972408 24,358 46 0.19 2,877 -17.04 0.0017
2020-02-13 2019-12-31 13F MICROSTRATEGY CL A NEW 594972408 24,312 3,430 16.43 3,468 15.91 0.0017
2019-08-14 2019-06-30 13F MICROSTRATEGY CL A NEW 594972408 20,882 -239 -1.13 2,992 -1.81 0.0016
2019-05-15 2019-03-31 13F MICROSTRATEGY CL A NEW 594972408 21,121 -718 -3.29 3,047 9.45 0.0017
2019-02-15 2018-12-31 13F MICROSTRATEGY CL A NEW 594972408 21,839 -7 -0.03 2,784 -9.35 0.0022
2018-11-20 2018-09-30 13F MICROSTRATEGY CL A NEW 594972408 21,846 1,660 8.22 3,071 19.22 0.0022
2018-08-10 2018-06-30 13F MICROSTRATEGY CL A NEW 594972408 20,186 -461 -2.23 2,576 -2.98 0.0020
2018-05-17 2018-03-31 13F MICROSTRATEGY CL A NEW 594972408 20,647 2,064 11.11 2,655 8.81 0.0020
2018-02-13 2017-12-31 13F MICROSTRATEGY CL A NEW 594972408 18,583 71 0.38 2,440 3.21 0.0018
2017-11-09 2017-09-30 13F MICROSTRATEGY CL A NEW 594972408 18,512 26 0.14 2,364 -33.20 0.0018
2017-08-03 2017-06-30 13F MICROSTRATEGY CL A NEW 594972408 18,486 2,021 12.27 3,539 14.42 0.0029
2017-05-12 2017-03-31 13F MICROSTRATEGY CL A NEW 594972408 16,465 -528 -3.11 3,093 -7.84 0.0026
2017-02-13 2016-12-31 13F MICROSTRATEGY CL A NEW 594972408 16,993 7,683 82.52 3,356 115.68 0.0031
2016-10-12 2016-09-30 13F MICROSTRATEGY CL A NEW 594972408 9,310 7,266 355.48 1,556 340.79 0.0016
2016-08-16 2016-06-30 13F MICROSTRATEGY CL A NEW 594972408 2,044 0 0.00 353 -4.85 0.0004
2016-05-16 2016-03-31 13F MICROSTRATEGY CL A NEW 594972408 2,044 274 15.48 371 18.15 0.0004
2016-02-16 2015-12-31 13F MICROSTRATEGY CL A NEW 594972408 1,770 0 0.00 314 -8.99 0.0004
2015-11-13 2015-09-30 13F MICROSTRATEGY CL A NEW 594972408 1,770 0 0.00 345 15.00 0.0004
2015-07-31 2015-06-30 13F MICROSTRATEGY CL A NEW 594972408 1,770 180 11.32 300 11.52 0.0004
2015-05-14 2015-03-31 13F MICROSTRATEGY CL A NEW 594972408 1,590 279 21.28 269 28.10 0.0003
2015-02-20 2014-12-31 13F/A-1 MICROSTRATEGY CL A NEW 594972408 1,311 0 0.00 210 20.00 0.0002
2015-02-17 2014-12-31 13F MICROSTRATEGY CL A NEW 594972408 1,311 0 210 0.0003
2014-11-14 2014-09-30 13F MICROSTRATEGY CL A NEW 594972408 1,311 1,311 175 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.