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.
13F holders, Q2 2021
Institutional positions in Strategy Inc as of Jun 30, 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
- 270
- −16 vs. Q1 2021
- Shares held
- 6.39M
- +723.8K (+12.8%) vs. Q1 2021
- Total value
- $4.24B
- +$399.9M (+10.4%) vs. Q1 2021
- New holders
- 42
- 109 more added
- Sold out
- 58
- 85 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 852 | $18.2B |
| Q1 2026 | 946 | $24.7B |
| Q4 2025 | 982 | $26.6B |
| Q3 2025 | 1,087 | $45.1B |
| Q2 2025 | 1,161 | $55.5B |
| Q1 2025 | 1,013 | $36.2B |
| Q4 2024 | 993 | $31.1B |
| Q3 2024 | 662 | $16.0B |
| Q2 2024 | 592 | $12.5B |
| Q1 2024 | 530 | $16.4B |
| Q4 2023 | 370 | $5.14B |
| Q3 2023 | 295 | $2.29B |
| Q2 2023 | 271 | $2.39B |
| Q1 2023 | 252 | $1.92B |
| Q4 2022 | 212 | $812.8M |
| Q3 2022 | 231 | $1.25B |
| Q2 2022 | 238 | $1.05B |
| Q1 2022 | 268 | $3.00B |
| Q4 2021 | 290 | $3.26B |
| Q3 2021 | 287 | $3.30B |
| Q2 2021 | 270 | $4.24B |
| Q1 2021 | 287 | $3.86B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1 | $1.00K | 0.00% | +1 | New |
| Private Capital Group, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Strategic Blueprint, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 3 | $1.99K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3 | $1.99K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $2.00K | 0.00% | −19−86.4% | Reduced |
| Wolff Wiese Magana LLC | 3 | $2.00K | 0.00% | +3 | New |
| Activest Wealth Management | 5 | $3.00K | 0.00% | +2+66.7% | Added |
| Tradewinds Capital Management, LLC | 4 | $3.00K | 0.00% | +4 | New |
| PEAK6 Investments LLC | 4 | $3.00K | 0.00% | +4 | New |
| Spire Wealth Management | 7 | $5.00K | 0.00% | −64−90.1% | Reduced |
| AdvisorNet Financial, Inc | 9 | $6.00K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $7.00K | 0.00% | +10 | New |
| Harvest Fund Management Co., Ltd | 13 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $8.00K | 0.00% | +5+100.0% | Added |
| Carroll Financial Associates, Inc. | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 17 | $11.0K | 0.00% | −73−81.1% | Reduced |
| FMR LLC | 17 | $11.0K | 0.00% | +9+112.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 16 | $11.0K | 0.00% | +16 | New |
| Berman Capital Advisors, LLC | 22 | $14.0K | 0.00% | +8+57.1% | Added |
| Gemmer Asset Management LLC | 23 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 24 | $16.0K | 0.00% | +2+9.1% | Added |
| Rockefeller Capital Management L.P. | 30 | $19.0K | 0.00% | −96−76.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 28 | $19.0K | 0.00% | −11−28.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 30 | $20.0K | 0.01% | +30 | New |
| Tradition Wealth Management, LLC | 36 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 39 | $25.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 41 | $27.0K | 0.00% | +27+192.9% | Added |
| IFP Advisors, Inc | 47 | $31.0K | 0.00% | +3+6.8% | Added |
| Proequities, Inc. | 47 | $31.0K | 0.00% | +10+27.0% | Added |
| Larson Financial Group LLC | 48 | $32.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 54 | $36.0K | 0.00% | −1−1.8% | Reduced |
| Parallel Advisors, LLC | 76 | $51.0K | 0.00% | −29−27.6% | Reduced |
| Fortis Advisors, LLC | 80 | $53.0K | 0.03% | −20−20.0% | Reduced |
| Glassman Wealth Services | 93 | $62.0K | 0.01% | +12+14.8% | Added |
| NEXT Financial Group, Inc | 95 | $63.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 95 | $63.1K | 0.02% | −1−1.0% | Reduced |
| Heritage Wealth Management, LLC | 107 | $71.0K | 0.03% | +107 | New |
| CWM, LLC | 114 | $76.0K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 123 | $82.0K | 0.00% | −2,876−95.9% | Reduced |
| Markston International LLC | 130 | $86.0K | 0.05% | +130 | New |
| Focused Wealth Management, Inc | 147 | $98.0K | 0.02% | +147 | New |
| Bartlett & Co. Wealth Management LLC | 150 | $99.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $100.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 150 | $100.0K | 0.00% | +5+3.4% | Added |
| Centaurus Financial, Inc. | 168 | $112.0K | 0.01% | −37−18.0% | Reduced |
| Public Employees Retirement System of Ohio | 172 | $114.0K | 0.00% | −38−18.1% | Reduced |
| Fifth Third Bancorp | 174 | $116.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 175 | $116.0K | 0.03% | +15+9.4% | Added |
| Brewin Dolphin Ltd | 176 | $117.0K | 0.01% | +1+0.6% | Added |
| Meeder Asset Management Inc | 241 | $160.0K | 0.01% | −183−43.2% | Reduced |
| Banque Cantonale Vaudoise | 266 | $177.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 279 | $185.0K | 0.11% | +10+3.7% | Added |
| Point72 Hong Kong Ltd | 278 | $185.0K | 0.01% | +85+44.0% | Added |
| Westwood Holdings Group Inc. | 334 | $222.0K | 0.00% | +334 | New |
| CIBC Asset Management Inc | 342 | $227.0K | 0.00% | 00.0% | Unchanged |
| Advisor Partners LLC | 353 | $235.0K | 0.02% | −90−20.3% | Reduced |
| Macquarie Group Ltd | 368 | $245.0K | 0.00% | +117+46.6% | Added |
| King Wealth | 375 | $249.0K | 0.05% | +20+5.6% | Added |
| Federation des caisses Desjardins du Quebec | 379 | $251.8K | 0.00% | −3,642−90.6% | Reduced |
| Mutual Advisors, LLC | 388 | $258.0K | 0.02% | +19+5.1% | Added |
| Navis Wealth Advisors, LLC | 390 | $259.0K | 0.22% | −500−56.2% | Reduced |
| The PNC Financial Services Group, Inc. | 396 | $262.0K | 0.00% | −23−5.5% | Reduced |
| Frisch Financial Group, Inc. | 394 | $262.0K | 0.08% | +394 | New |
| IHT Wealth Management, LLC | 410 | $272.0K | 0.02% | +26+6.8% | Added |
| Bayesian Capital Management, LP | 412 | $274.0K | 0.07% | −940−69.5% | Reduced |
| Pearl River Capital, LLC | 422 | $280.0K | 0.08% | +422 | New |
| Xponance, Inc. | 430 | $286.0K | 0.01% | +430 | New |
| CIBC World Markets Inc. | 447 | $297.0K | 0.00% | −38−7.8% | Reduced |
| Bridgefront Capital, LLC | 457 | $304.0K | 0.11% | −206−31.1% | Reduced |
| Miracle Mile Advisors, LLC | 470 | $312.0K | 0.02% | +91+24.0% | Added |
| Geneos Wealth Management Inc. | 497 | $315.0K | 0.01% | +105+26.8% | Added |
| Shelton Capital Management | 478 | $318.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 489 | $325.0K | 0.04% | −1,323−73.0% | Reduced |
| Pinnacle Associates Ltd | 491 | $326.0K | 0.01% | +491 | New |
| Pictet Asset Management Ltd | 500 | $332.0K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 505 | $336.0K | 0.03% | +505 | New |
| Waldron Private Wealth LLC | 508 | $337.0K | 0.02% | +79+18.4% | Added |
| Marshall Wace North America L.P. | 514 | $342.0K | 0.00% | +514 | New |
| Russell Investments Group, Ltd. | 522 | $346.0K | 0.00% | −5,360−91.1% | Reduced |
| Cetera Investment Advisers | 526 | $350.0K | 0.01% | +526 | New |
| Kestra Private Wealth Services, LLC | 530 | $352.0K | 0.02% | +19+3.7% | Added |
| Altshuler Shaham Ltd | 538 | $358.0K | 0.00% | +21+4.1% | Added |
| SEI Investments Co | 540 | $359.0K | 0.00% | −4−0.7% | Reduced |
| Independent Advisor Alliance | 543 | $361.0K | 0.02% | +113+26.3% | Added |
| Franklin Resources Inc | 545 | $362.0K | 0.00% | +48+9.7% | Added |
| O'Shaughnessy Asset Management, LLC | 547 | $363.0K | 0.01% | −318−36.8% | Reduced |
| AlphaCrest Capital Management LLC | 549 | $365.0K | 0.02% | −351−39.0% | Reduced |
| Avantax Advisory Services, Inc. | 561 | $373.0K | 0.01% | +561 | New |
| Rothschild Investment Corp | 600 | $399.0K | 0.03% | −100−14.3% | Reduced |
| Captrust Financial Advisors | 605 | $402.0K | 0.00% | +42+7.5% | Added |
| Ameritas Investment Partners, Inc. | 616 | $409.0K | 0.01% | +21+3.5% | Added |
| Tobam | 618 | $411.0K | 0.02% | +618 | New |
| Golden State Equity Partners | 628 | $417.0K | 0.16% | +628 | New |
| Wedbush Securities Inc | 633 | $421.0K | 0.02% | +633 | New |
| Miller Value Partners, LLC | 663 | $441.0K | 0.01% | 00.0% | Unchanged |