Skip to main content

Strategy Inc

MSTR
Exchange
Nasdaq
Industry
Finance Services
SEC CIK
0001050446

In the last 90 days, Strategy Inc insiders filed 0 open-market purchases and 8 sales; 852 institutions reported holding it in 13F filings for Q2 2026, worth $18.2B in total; no superinvestor holds it.

Other share classesSTRCSTRDSTRFSTRK

13F holders, Q1 2021

Institutional positions in Strategy Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
287
No complete 13F data for Q4 2020
Shares held
5.69M
No complete 13F data for Q4 2020
Total value
$3.86B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting MSTR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 287 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ1 2021: $3.86B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Strategy Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MSTR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,244,167$844.5M0.03%––
Vanguard Group Inc686,836$466.2M0.01%––
Morgan Stanley413,144$280.4M0.04%––
State Street Corp227,740$154.6M0.01%––
First Trust Advisors LP166,267$112.9M0.14%––
Dimensional Fund Advisors LP164,965$112.0M0.04%––
Susquehanna International Group, LLP155,343$105.4M0.14%––
Invesco Ltd.141,868$96.3M0.03%––
Steadview Capital Management LLC133,382$90.5M8.99%––
Norges Bank133,268$90.5M0.02%––
Geode Capital Management, LLC127,457$86.5M0.01%––
Deutsche Bank AG112,519$76.4M0.04%––
JPMorgan Chase & Co101,833$69.1M0.01%––
Toroso Investments, LLC94,475$64.1M3.00%––
Northern Trust Corp90,017$61.1M0.01%––
Bank of New York Mellon Corp78,735$53.4M0.01%––
Group One Trading, L.P.67,872$46.1M1.01%––
Principal Financial Group Inc62,405$42.4M0.03%––
Charles Schwab Investment Management Inc62,234$42.2M0.02%––
Citadel Advisors LLC55,286$37.5M0.04%––
Advisor Group Holdings, Inc.51,988$35.3M0.08%––
First Republic Investment Management, Inc.41,448$28.1M0.09%––
Goldman Sachs Group Inc39,980$27.1M0.01%––
Ameriprise Financial Inc38,820$26.4M0.01%––
D. E. Shaw & Co., Inc.37,250$25.3M0.03%––
Capital World Investors36,950$25.1M0.00%––
Millennium Management LLC36,284$24.6M0.03%––
Simplex Trading, LLC35,716$24.2M1.36%––
RBF Capital, LLC32,505$22.1M1.38%––
Nuveen Asset Management, LLC30,179$20.5M0.01%––
Eaton Vance Management27,985$19.0M0.03%––
Jane Street Group, LLC27,782$18.9M0.05%––
Ergoteles LLC27,577$18.7M0.58%––
Two Sigma Investments, LP26,188$17.8M0.05%––
Ci Investments Inc.25,295$17.2M0.07%––
Legal & General Group Plc24,939$16.9M0.01%––
Rhumbline Advisers23,219$15.8M0.02%––
Wells Fargo & Company22,994$15.6M0.00%––
UBS Group AG22,595$15.3M0.01%––
Amundi Asset Management US, Inc.21,858$14.8M0.01%––
Credit Suisse AG21,715$14.7M0.01%––
Jefferies Group LLC19,600$13.3M0.31%––
Parametric Portfolio Associates LLC17,814$12.1M0.01%––
California Public Employees Retirement System17,706$12.0M0.01%––
Swiss National Bank16,600$11.3M0.01%––
Graham Capital Management, L.P.16,451$11.2M0.57%––
Bank of America Corp16,098$10.9M0.00%––
Public Sector Pension Investment Board15,598$10.6M0.07%––
Yong Rong (HK) Asset Management Ltd15,000$10.2M2.85%––
Storebrand Asset Management AS14,897$10.1M0.05%––
BNP Paribas Arbitrage, SA14,294$9.70M0.02%––
Alliancebernstein L.P.13,127$8.91M0.00%––
Hudson Bay Capital Management LP13,000$8.82M0.12%––
Acorn Financial Advisory Services Inc12,803$8.69M3.17%––
Ensign Peak Advisors, Inc12,249$8.31M0.02%––
Horizon Kinetics Asset Management LLC11,275$7.65M0.17%––
HighTower Advisors, LLC11,260$7.61M0.02%––
California State Teachers Retirement System11,035$7.49M0.01%––
Susquehanna Fundamental Investments, LLC10,935$7.42M0.13%––
Panagora Asset Management Inc10,896$7.39M0.04%––
Voloridge Investment Management, LLC10,432$7.08M0.05%––
HRT Financial LP10,426$7.08M0.07%––
Healthcare of Ontario Pension Plan Trust Fund10,350$7.03M0.02%––
Walleye Trading LLC10,248$6.96M0.24%––
New York State Teachers Retirement System9,812$6.66M0.01%––
Raymond James & Associates9,743$6.61M0.01%––
Citigroup Inc9,612$6.53M0.01%––
Barclays PLC9,371$6.36M0.01%––
LPL Financial LLC9,296$6.31M0.01%––
American Portfolios Advisors9,059$6.15M0.27%––
Prudential Financial Inc8,948$6.07M0.01%––
United Capital Financial Advisers, LLC8,522$5.79M0.03%––
State of Wisconsin Investment Board8,500$5.77M0.01%––
SRN Advisors, LLC7,676$5.21M1.87%––
Truist Financial Corp7,245$4.92M0.01%––
UBS Asset Management Americas Inc7,217$4.90M0.00%––
Comerica Bank7,862$4.82M0.03%––
Thrivent Financial for Lutherans6,865$4.66M0.01%––
Great West Life Assurance Co6,561$4.43M0.01%––
New York State Common Retirement Fund6,500$4.41M0.00%––
Aviance Capital Partners, LLC6,500$4.41M0.85%––
D.A. Davidson & Co.6,349$4.31M0.06%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys5,879$3.99M0.05%––
Russell Investments Group, Ltd.5,882$3.99M0.01%––
Nomura Holdings Inc5,767$3.90M0.03%––
Texas Permanent School Fund5,695$3.87M0.05%––
Squarepoint Ops LLC5,364$3.64M0.03%––
Glaxis Capital Management, LLC5,162$3.50M3.79%––
State of Alaska, Department of Revenue5,145$3.49M0.04%––
Private Advisor Group, LLC4,963$3.37M0.03%––
Coastal Investment Advisors, Inc.4,937$3.35M0.88%––
American International Group, Inc.4,897$3.32M0.01%––
Sassicaia Capital Advisers LLC4,700$3.19M1.80%––
Price T Rowe Associates Inc4,650$3.16M0.00%––
State of Tennessee, Treasury Department4,451$3.02M0.01%––
State of New Jersey Common Pension Fund D4,379$2.97M0.01%––
Voya Investment Management LLC4,354$2.96M0.01%––
Royal Bank of Canada4,313$2.93M0.00%––
Manufacturers Life Insurance Company, The4,164$2.83M0.00%––
Capital Wealth Alliance, LLC4,081$2.77M1.85%––