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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
Solstein Capital, LLC551$374.0K0.51%––
Blueshift Asset Management, LLC556$377.0K0.04%––
Tower Research Capital LLC (TRC)562$381.0K0.01%––
Captrust Financial Advisors563$382.0K0.00%––
Magnetar Financial LLC567$385.0K0.00%––
Moors & Cabot, Inc.590$400.0K0.03%––
Ameritas Investment Partners, Inc.595$404.0K0.02%––
Virginia Retirement Systems Et Al600$407.0K0.00%––
Prelude Capital Management, LLC600$407.0K0.03%––
HSBC Holdings PLC611$416.0K0.00%––
Shell Asset Management Co638$433.0K0.01%––
Miller Value Partners, LLC663$450.0K0.01%––
Bridgefront Capital, LLC663$450.0K0.14%––
Cambridge Investment Research Advisors, Inc.667$453.0K0.00%––
LS Investment Advisors, LLC685$465.0K0.03%––
Rothschild Investment Corp700$475.0K0.04%––
Teacher Retirement System of Texas711$483.0K0.00%––
Palisades Hudson Asset Management, L.P.720$489.0K0.23%––
First Manhattan Co750$509.0K0.00%––
MTM Investment Management, LLC767$521.0K0.29%––
Zurcher Kantonalbank (Zurich Cantonalbank)769$522.0K0.00%––
Nisa Investment Advisors, LLC775$526.0K0.00%––
Profund Advisors LLC798$542.0K0.02%––
Employees Retirement System of Texas800$543.0K0.01%––
Sigma Planning Corp822$558.0K0.02%––
O'Shaughnessy Asset Management, LLC865$587.0K0.01%––
Quilter Plc890$604.0K0.02%––
Navis Wealth Advisors, LLC890$604.0K0.55%––
AlphaCrest Capital Management LLC900$611.0K0.03%––
KBC Group NV907$616.0K0.00%––
Amalgamated Bank939$637.0K0.02%––
ETF Managers Group, LLC1,000$654.0K0.01%––
SG Americas Securities, LLC969$658.0K0.00%––
Harbor Financial Services, LLC1,008$684.0K0.32%––
GWM Advisors LLC1,015$689.0K0.02%––
Mutual of America Capital Management LLC1,018$691.0K0.01%––
Moneta Group Investment Advisors LLC1,120$760.0K0.04%––
Perennial Investment Advisors, LLC1,152$782.0K0.31%––
LCM Capital Management Inc1,200$815.0K0.73%––
Guggenheim Capital LLC1,206$819.0K0.01%––
Everence Capital Management Inc1,230$835.0K0.08%––
Leonteq Securities AG1,235$838.3K0.06%––
AQR Capital Management LLC1,262$857.0K0.00%––
Handelsbanken Fonder AB1,286$873.0K0.00%––
Iridian Asset Management LLC1,310$889.0K0.02%––
Bayesian Capital Management, LP1,352$918.0K0.21%––
Tudor Investment Corp Et Al1,382$938.0K0.02%––
Public Employees Retirement Association of Colorado1,394$946.0K0.00%––
Schonfeld Strategic Advisors LLC1,400$950.0K0.01%––
US Bancorp1,480$1.00M0.00%––
STRS Ohio1,600$1.09M0.00%––
Close Asset Management Ltd1,634$1.11M0.06%––
Mackay Shields LLC1,800$1.22M0.01%––
Pekin Hardy Strauss, Inc.1,800$1.22M0.19%––
CWM Advisors, LLC1,812$1.23M0.19%––
Janney Montgomery Scott LLC1,852$1.26M0.01%––
Crossmark Global Holdings, Inc.1,913$1.30M0.03%––
Metropolitan Life Insurance Co1,963$1.33M0.02%––
Teachers Retirement System of the State of Kentucky1,995$1.35M0.01%––
Cutler Group LP2,027$1.38M0.11%––
Balyasny Asset Management LLC2,071$1.41M0.01%––
Arizona State Retirement System2,111$1.43M0.01%––
Victory Capital Management Inc2,193$1.49M0.00%––
Avidian Wealth Solutions, LLC2,200$1.49M0.13%––
ProShare Advisors LLC2,204$1.50M0.00%––
Equitable Holdings, Inc.2,296$1.56M0.03%––
State Board of Administration of Florida Retirement System2,578$1.75M0.00%––
Commonwealth Equity Services, LLC2,646$1.80M0.01%––
MetLife Investment Management2,786$1.89M0.02%––
Twin Tree Management, LP2,999$2.04M0.08%––
Engineers Gate Manager LP3,006$2.04M0.10%––
Oregon Public Employees Retirement Fund3,024$2.05M0.02%––
Raymond James Financial Services Advisors, Inc.3,040$2.06M0.00%––
Man Group plc3,051$2.07M0.01%––
Fred Alger Management, LLC3,081$2.09M0.01%––
Penserra Capital Management LLC3,172$2.15M0.04%––
Marshall Wace, LLP3,372$2.29M0.01%––
Heritage Investors Management Corp3,404$2.31M0.10%––
Louisiana State Employees Retirement System3,500$2.38M0.06%––
Stifel Financial Corp3,571$2.42M0.00%––
PenderFund Capital Management Ltd.2,900$2.47M0.60%––
ExodusPoint Capital Management, LP3,790$2.57M0.05%––
Duality Advisers, LP3,797$2.58M0.22%––
Hobart Private Capital, LLC3,819$2.59M1.06%––
Bank of Montreal3,829$2.64M0.00%––
Creative Planning3,980$2.70M0.01%––
Federation des caisses Desjardins du Quebec4,021$2.73M0.03%––
Capital Wealth Alliance, LLC4,081$2.77M1.85%––
Manufacturers Life Insurance Company, The4,164$2.83M0.00%––
Royal Bank of Canada4,313$2.93M0.00%––
Voya Investment Management LLC4,354$2.96M0.01%––
State of New Jersey Common Pension Fund D4,379$2.97M0.01%––
State of Tennessee, Treasury Department4,451$3.02M0.01%––
Price T Rowe Associates Inc4,650$3.16M0.00%––
Sassicaia Capital Advisers LLC4,700$3.19M1.80%––
American International Group, Inc.4,897$3.32M0.01%––
Coastal Investment Advisors, Inc.4,937$3.35M0.88%––
Private Advisor Group, LLC4,963$3.37M0.03%––
State of Alaska, Department of Revenue5,145$3.49M0.04%––
Glaxis Capital Management, LLC5,162$3.50M3.79%––