State Street increased its stake in Strategy Inc. (NASDAQ: MSTR) by 6%, bringing the position to approximately $1.22 billion, according to the financial giant's Q3 2026 13F filing submitted on November 12, 2026. The Boston-based custody provider also raised its holding in Strive Inc. (NASDAQ: ASST) by 12% to $50 million.
Filing Details
As of September 30, 2026, State Street held 7,946,663 shares of Strategy valued at approximately $1.22 billion. The quarter's net purchase totaled 419,102 shares, estimated at around $48.5 million.
Strive's position grew 12% over the same period, reaching $50 million. Both holdings represent small portions of State Street's total reported 13F holdings, which amounted to $3.44 trillion as of November 12, 2026.
Long-Term Position
State Street has maintained a position in MSTR since Q2 2013, long before the company became known for corporate Bitcoin accumulation. MicroStrategy rebranded to Strategy in 2025. State Street's stake has previously exceeded $2 billion, making the current $1.22 billion position below that prior high despite the recent purchase.
Strive operates as a public Bitcoin treasury company. Both Strategy and Strive have been growing their Bitcoin reserves through equity and preferred-stock offerings.
Institutional Access
Bitcoin treasury stocks offer traditional portfolios exposure to Bitcoin through a listed stock structure with quarterly reports and index inclusion. For institutions facing restrictions on direct crypto holdings, equities provide custody account accessibility without managing private keys or exchange accounts.
