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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
Federated Hermes, Inc.1$1.00K0.00%––
Wealthcare Capital Management LLC2$1.00K0.00%––
Gradient Investments LLC3$2.00K0.00%––
Arkadios Wealth Advisors3$2.00K0.00%––
Activest Wealth Management3$2.00K0.00%––
Raffa Wealth Management, LLC3$2.04K0.00%––
Anchor Investment Management, LLC3$2.04K0.00%––
Manchester Financial Inc5$3.00K0.00%––
Fieldpoint Private Securities, LLC5$3.00K0.00%––
Valeo Financial Advisors, LLC5$3.00K0.00%––
Quadrant Capital Group LLC8$5.00K0.00%––
FMR LLC8$6.00K0.00%––
Berkshire Capital Holdings Inc10$7.00K0.00%––
Tarbox Family Office, Inc.11$7.00K0.00%––
TCI Wealth Advisors, Inc.12$8.00K0.00%––
Harvest Fund Management Co., Ltd13$8.00K0.00%––
Berman Capital Advisors, LLC14$9.00K0.00%––
Thompson Siegel & Walmsley LLC14$10.0K0.00%––
Carroll Financial Associates, Inc.16$10.0K0.00%––
Parkside Financial Bank & Trust22$15.0K0.00%––
Versant Capital Management, Inc22$15.0K0.01%––
Maverick Capital LtdSuperinvestorMaverick Capital23$16.0K0.00%––
Gemmer Asset Management LLC23$16.0K0.00%––
San Francisco Sentry Investment Group (Ca)32$22.0K0.01%––
Tradition Wealth Management, LLC36$24.0K0.00%––
Proequities, Inc.37$25.0K0.00%––
Migdal Insurance & Financial Holdings Ltd.39$26.0K0.00%––
Pacitti Group Inc.39$26.0K0.02%––
Total Clarity Wealth Management, Inc.40$27.0K0.02%––
IFP Advisors, Inc44$31.0K0.00%––
Larson Financial Group LLC48$33.0K0.01%––
Compagnie Lombard Odier SCmA50$34.0K0.00%––
Advisory Services Network, LLC55$37.0K0.00%––
Gryphon Financial Partners LLC56$38.0K0.01%––
Spire Wealth Management71$45.0K0.00%––
Abundance Wealth Counselors70$48.0K0.01%––
Glassman Wealth Services81$55.0K0.01%––
Lazard Asset Management LLC86$58.0K0.00%––
Signaturefd, LLC90$61.0K0.00%––
NEXT Financial Group, Inc95$64.0K0.01%––
Sutton Wealth Advisors Inc.96$65.2K0.03%––
Fortis Advisors, LLC100$68.0K0.05%––
Wealthcare Advisory Partners LLC105$71.0K0.01%––
Parallel Advisors, LLC105$71.0K0.00%––
CWM, LLC114$76.0K0.00%––
NWK Group, Inc.120$81.0K0.04%––
Rockefeller Capital Management L.P.126$85.0K0.00%––
FORA Capital, LLC145$98.0K0.03%––
Steward Partners Investment Advisory, LLC145$98.4K0.00%––
Bartlett & Co. Wealth Management LLC150$101.8K0.00%––
Bartlett & Co. LLC150$102.0K0.00%––
Sterling Investment Advisors, Ltd.160$109.0K0.04%––
Sowell Financial Services LLC191$116.0K0.00%––
Fifth Third Bancorp174$118.0K0.00%––
Brewin Dolphin Ltd175$118.8K0.01%––
Point72 Hong Kong Ltd193$131.0K0.01%––
Grandview Asset Management LLC200$136.0K0.07%––
Centaurus Financial, Inc.205$139.0K0.01%––
Public Employees Retirement System of Ohio210$143.0K0.00%––
Lee Financial Co251$170.0K0.04%––
Macquarie Group Ltd251$170.0K0.00%––
Banque Cantonale Vaudoise266$181.0K0.01%––
Newbridge Financial Services Group, Inc.269$183.0K0.13%––
Cigna Investments Inc295$200.0K0.01%––
Y-Intercept (Hong Kong) Ltd311$203.0K0.05%––
Rathbone Brothers plc300$204.0K0.00%––
Financial Advocates Investment Management300$204.0K0.02%––
Cetera Advisor Networks LLC312$212.0K0.00%––
Greenleaf Trust314$213.0K0.00%––
SEI Investments Co544$224.0K0.00%––
CIBC Asset Management Inc342$232.0K0.00%––
Advisors Preferred, LLC332$234.0K0.03%––
King Wealth355$241.0K0.05%––
Mutual Advisors, LLC369$250.0K0.02%––
Miracle Mile Advisors, LLC379$257.0K0.01%––
Geneos Wealth Management Inc.392$257.0K0.01%––
IHT Wealth Management, LLC384$261.0K0.02%––
Oxford Financial Group Ltd395$268.0K0.04%––
Context Capital Management, LLC397$269.0K0.03%––
Enlightenment Research, LLC400$272.0K0.33%––
Apollon Wealth Management, LLC400$272.0K0.05%––
Minot Wealth Management LLC403$274.0K0.07%––
The PNC Financial Services Group, Inc.419$283.0K0.00%––
Meeder Asset Management Inc424$287.0K0.01%––
Kestra Advisory Services, LLC423$287.0K0.00%––
Waldron Private Wealth LLC429$291.0K0.02%––
Independent Advisor Alliance430$292.0K0.02%––
Dynamic Advisor Solutions LLC438$297.0K0.03%––
Advisor Partners LLC443$301.0K0.02%––
Shelton Capital Management478$324.0K0.01%––
CIBC World Markets Inc.485$329.0K0.00%––
Franklin Resources Inc497$337.0K0.00%––
Los Angeles Capital Management LLC498$338.0K0.00%––
Pictet Asset Management Ltd500$339.0K0.00%––
AXS Investments LLC500$339.0K0.12%––
Vontobel Holding Ltd.505$343.0K0.00%––
Capital Analysts, LLC507$344.0K0.02%––
Kestra Private Wealth Services, LLC511$347.0K0.02%––
Altshuler Shaham Ltd517$351.0K0.00%––
Cubist Systematic Strategies, LLC521$354.0K0.00%––