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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

Q2 2021 vs. Q1 2021

How the institutions holding Strategy Inc changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of MSTR: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders2871270−16
Shares5.69M21.9K6.39M+723.8K (+12.8%)
Value$3.86B$14.8M$4.24B+$399.9M (+10.4%)

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (42)

Institutions that held Strategy Inc at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to MSTR in Q2 2021
InstitutionSharesValue% of portfolio
Capital International Investors953,242$633.4M0.14%
Amundi61,933$41.2M0.03%
Arrowstreet Capital, Limited Partnership30,755$20.4M0.03%
Wellington Management Group LLP12,916$8.58M0.00%
Exchange Traded Concepts, LLC10,902$7.24M0.23%
Hartline Investment Corp8,637$5.74M0.73%
Sculptor Capital LP8,400$5.58M0.05%
Financial Sense Advisors, Inc.5,195$3.45M1.10%
Van Eck Associates Corp4,027$2.68M0.01%
Empowered Funds, LLC3,708$2.46M0.31%
Two Sigma Advisers, LP2,175$1.45M0.00%
Trexquant Investment LP1,917$1.27M0.11%
Banco BTG Pactual S.A.1,740$1.16M0.91%
Dowling & Yahnke LLC1,175$781.0K0.04%
XTX Topco Ltd1,083$720.0K0.24%
Paloma Partners Management Co903$600.0K0.02%
ClariVest Asset Management LLC861$572.0K0.02%
Wedbush Securities Inc633$421.0K0.02%
Golden State Equity Partners628$417.0K0.16%
Tobam618$411.0K0.02%
Avantax Advisory Services, Inc.561$373.0K0.01%
Cetera Investment Advisers526$350.0K0.01%
Marshall Wace North America L.P.514$342.0K0.00%
Almanack Investment Partners, LLC.505$336.0K0.03%
Pinnacle Associates Ltd491$326.0K0.01%
Xponance, Inc.430$286.0K0.01%
Pearl River Capital, LLC422$280.0K0.08%
Frisch Financial Group, Inc.394$262.0K0.08%
Westwood Holdings Group Inc.334$222.0K0.00%
Focused Wealth Management, Inc147$98.0K0.02%
Markston International LLC130$86.0K0.05%
Heritage Wealth Management, LLC107$71.0K0.03%
Riggs Asset Managment Co. Inc.30$20.0K0.01%
Stonehage Fleming Financial Services Holdings Ltd16$11.0K0.00%
Financial Management Professionals, Inc.10$7.00K0.00%
AdvisorNet Financial, Inc9$6.00K0.00%
Tradewinds Capital Management, LLC4$3.00K0.00%
PEAK6 Investments LLC4$3.00K0.00%
Wolff Wiese Magana LLC3$2.00K0.00%
Toth Financial Advisory Corp1$1.00K0.00%
Private Capital Group, LLC2$1.00K0.00%
Strategic Blueprint, LLC2$1.00K0.00%

Sold out (58)

Institutions that held Strategy Inc at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of MSTR in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Steadview Capital Management LLC133,382$90.5M
Group One Trading, L.P.67,872$46.1M
Two Sigma Investments, LP26,188$17.8M
HRT Financial LP10,426$7.08M
Truist Financial Corp7,245$4.92M
Aviance Capital Partners, LLC6,500$4.41M
Glaxis Capital Management, LLC5,162$3.50M
Sassicaia Capital Advisers LLC4,700$3.19M
Duality Advisers, LP3,797$2.58M
ExodusPoint Capital Management, LP3,790$2.57M
Marshall Wace, LLP3,372$2.29M
Fred Alger Management, LLC3,081$2.09M
Man Group plc3,051$2.07M
Engineers Gate Manager LP3,006$2.04M
Avidian Wealth Solutions, LLC2,200$1.49M
Balyasny Asset Management LLC2,071$1.41M
Mackay Shields LLC1,800$1.22M
Schonfeld Strategic Advisors LLC1,400$950.0K
Iridian Asset Management LLC1,310$889.0K
Moneta Group Investment Advisors LLC1,120$760.0K
Harbor Financial Services, LLC1,008$684.0K
Sigma Planning Corp822$558.0K
First Manhattan Co750$509.0K
LS Investment Advisors, LLC685$465.0K
Prelude Capital Management, LLC600$407.0K
Blueshift Asset Management, LLC556$377.0K
Solstein Capital, LLC551$374.0K
Capital Analysts, LLC507$344.0K
Vontobel Holding Ltd.505$343.0K
AXS Investments LLC500$339.0K
Kestra Advisory Services, LLC423$287.0K
Minot Wealth Management LLC403$274.0K
Enlightenment Research, LLC400$272.0K
Apollon Wealth Management, LLC400$272.0K
Oxford Financial Group Ltd395$268.0K
Greenleaf Trust314$213.0K
Cetera Advisor Networks LLC312$212.0K
Rathbone Brothers plc300$204.0K
Financial Advocates Investment Management300$204.0K
Y-Intercept (Hong Kong) Ltd311$203.0K
Cigna Investments Inc295$200.0K
Lee Financial Co251$170.0K
Grandview Asset Management LLC200$136.0K
Sowell Financial Services LLC191$116.0K
NWK Group, Inc.120$81.0K
Wealthcare Advisory Partners LLC105$71.0K
Abundance Wealth Counselors70$48.0K
Gryphon Financial Partners LLC56$38.0K
Compagnie Lombard Odier SCmA50$34.0K
Total Clarity Wealth Management, Inc.40$27.0K
San Francisco Sentry Investment Group (Ca)32$22.0K
Maverick Capital LtdSuperinvestorMaverick Capital23$16.0K
TCI Wealth Advisors, Inc.12$8.00K
Quadrant Capital Group LLC8$5.00K
Manchester Financial Inc5$3.00K
Valeo Financial Advisors, LLC5$3.00K
Gradient Investments LLC3$2.00K
Wealthcare Capital Management LLC2$1.00K

Not filed for Q2 2021 yet (1)

Institutions that held Strategy Inc at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSTR in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.21,858$14.8M