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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 8,664 | $5.76M | 0.01% | −284−3.2% | Reduced |
| D. E. Shaw & Co., Inc. | 8,693 | $5.78M | 0.01% | −28,557−76.7% | Reduced |
| State of Wisconsin Investment Board | 8,700 | $5.78M | 0.01% | +200+2.4% | Added |
| SRN Advisors, LLC | 8,843 | $5.88M | 2.00% | +1,167+15.2% | Added |
| United Capital Financial Advisers, LLC | 8,959 | $5.95M | 0.03% | +437+5.1% | Added |
| UBS Asset Management Americas Inc | 9,108 | $6.05M | 0.00% | +1,891+26.2% | Added |
| Raymond James & Associates | 10,190 | $6.77M | 0.01% | +447+4.6% | Added |
| New York State Teachers Retirement System | 10,201 | $6.78M | 0.01% | +389+4.0% | Added |
| HighTower Advisors, LLC | 10,454 | $6.96M | 0.02% | −806−7.2% | Reduced |
| SG Americas Securities, LLC | 10,644 | $7.07M | 0.04% | +9,675+998.5% | Added |
| California State Teachers Retirement System | 10,818 | $7.19M | 0.01% | −217−2.0% | Reduced |
| Exchange Traded Concepts, LLC | 10,902 | $7.24M | 0.23% | +10,902 | New |
| Susquehanna Fundamental Investments, LLC | 10,935 | $7.27M | 0.13% | 00.0% | Unchanged |
| Millennium Management LLC | 10,958 | $7.28M | 0.01% | −25,326−69.8% | Reduced |
| American Portfolios Advisors | 11,642 | $7.74M | 0.30% | +2,583+28.5% | Added |
| Alliancebernstein L.P. | 12,261 | $8.15M | 0.00% | −866−6.6% | Reduced |
| Ensign Peak Advisors, Inc | 12,349 | $8.21M | 0.02% | +100+0.8% | Added |
| Horizon Kinetics Asset Management LLC | 12,394 | $8.24M | 0.17% | +1,119+9.9% | Added |
| Wellington Management Group LLP | 12,916 | $8.58M | 0.00% | +12,916 | New |
| BNP Paribas Arbitrage, SA | 13,043 | $8.67M | 0.02% | −1,251−8.8% | Reduced |
| LPL Financial LLC | 13,531 | $8.99M | 0.01% | +4,235+45.6% | Added |
| Acorn Financial Advisory Services Inc | 13,586 | $9.03M | 2.66% | +783+6.1% | Added |
| JPMorgan Chase & Co | 13,612 | $9.04M | 0.00% | −88,221−86.6% | Reduced |
| Citigroup Inc | 14,410 | $9.57M | 0.01% | +4,798+49.9% | Added |
| Public Sector Pension Investment Board | 15,898 | $10.6M | 0.07% | +300+1.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 16,625 | $11.0M | 0.02% | +6,275+60.6% | Added |
| Swiss National Bank | 16,800 | $11.2M | 0.01% | +200+1.2% | Added |
| California Public Employees Retirement System | 17,849 | $11.9M | 0.01% | +143+0.8% | Added |
| Parametric Portfolio Associates LLC | 18,482 | $12.3M | 0.01% | +668+3.7% | Added |
| Storebrand Asset Management AS | 19,084 | $12.7M | 0.06% | +4,187+28.1% | Added |
| Legal & General Group Plc | 19,992 | $13.3M | 0.00% | −4,947−19.8% | Reduced |
| UBS Group AG | 21,158 | $14.1M | 0.01% | −1,437−6.4% | Reduced |
| Rhumbline Advisers | 22,368 | $14.9M | 0.02% | −851−3.7% | Reduced |
| Ergoteles LLC | 22,422 | $14.9M | 0.34% | −5,155−18.7% | Reduced |
| Wells Fargo & Company | 22,430 | $14.9M | 0.00% | −564−2.5% | Reduced |
| Jane Street Group, LLC | 23,318 | $15.5M | 0.04% | −4,464−16.1% | Reduced |
| Credit Suisse AG | 24,532 | $16.3M | 0.01% | +2,817+13.0% | Added |
| Lazard Asset Management LLC | 25,052 | $16.6M | 0.02% | +24,966+29,030.2% | Added |
| Ci Investments Inc. | 25,295 | $16.8M | 0.06% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 27,061 | $18.0M | 0.01% | −3,118−10.3% | Reduced |
| Simplex Trading, LLC | 27,980 | $18.6M | 0.67% | −7,736−21.7% | Reduced |
| Eaton Vance Management | 28,198 | $18.7M | 0.03% | +213+0.8% | Added |
| RBF Capital, LLC | 28,615 | $19.0M | 1.06% | −3,890−12.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 30,755 | $20.4M | 0.03% | +30,755 | New |
| Barclays PLC | 31,725 | $21.1M | 0.02% | +22,354+238.5% | Added |
| Ameriprise Financial Inc | 39,566 | $26.3M | 0.01% | +746+1.9% | Added |
| Citadel Advisors LLC | 43,528 | $28.9M | 0.03% | −11,758−21.3% | Reduced |
| First Republic Investment Management, Inc. | 47,774 | $31.7M | 0.08% | +6,326+15.3% | Added |
| Bank of America Corp | 53,579 | $35.6M | 0.00% | +37,481+232.8% | Added |
| Advisor Group Holdings, Inc. | 54,083 | $35.9M | 0.08% | +2,095+4.0% | Added |
| Voloridge Investment Management, LLC | 54,235 | $36.0M | 0.25% | +43,803+419.9% | Added |
| Principal Financial Group Inc | 55,078 | $36.6M | 0.02% | −7,327−11.7% | Reduced |
| Norges Bank | 61,860 | $41.1M | 0.01% | −71,408−53.6% | Reduced |
| Amundi | 61,933 | $41.2M | 0.03% | +61,933 | New |
| Charles Schwab Investment Management Inc | 62,815 | $41.7M | 0.01% | +581+0.9% | Added |
| Deutsche Bank AG | 67,947 | $45.2M | 0.02% | −44,572−39.6% | Reduced |
| Northern Trust Corp | 74,630 | $49.6M | 0.01% | −15,387−17.1% | Reduced |
| Bank of New York Mellon Corp | 76,637 | $50.9M | 0.01% | −2,098−2.7% | Reduced |
| Goldman Sachs Group Inc | 83,288 | $55.3M | 0.01% | +43,308+108.3% | Added |
| Toroso Investments, LLC | 110,185 | $73.2M | 2.86% | +15,710+16.6% | Added |
| Capital World Investors | 126,000 | $83.7M | 0.01% | +89,050+241.0% | Added |
| Geode Capital Management, LLC | 135,944 | $90.3M | 0.01% | +8,487+6.7% | Added |
| Invesco Ltd. | 146,558 | $97.4M | 0.02% | +4,690+3.3% | Added |
| Dimensional Fund Advisors LP | 165,094 | $109.7M | 0.03% | +129+0.1% | Added |
| State Street Corp | 245,391 | $163.1M | 0.01% | +17,651+7.8% | Added |
| First Trust Advisors LP | 261,804 | $174.0M | 0.19% | +95,537+57.5% | Added |
| Morgan Stanley | 388,783 | $258.3M | 0.03% | −24,361−5.9% | Reduced |
| Vanguard Group Inc | 710,099 | $471.9M | 0.01% | +23,263+3.4% | Added |
| Capital International Investors | 953,242 | $633.4M | 0.14% | +953,242 | New |
| BlackRock Inc. | 1,231,342 | $818.2M | 0.02% | −12,825−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Steadview Capital Management LLC | 0 | $0 | 0.00% | −133,382−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −67,872−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −26,188−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,426−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −7,245−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −5,162−100.0% | Sold out |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,797−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,790−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −3,372−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −3,081−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −3,051−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,006−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −2,071−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Iridian Asset Management LLC | 0 | $0 | 0.00% | −1,310−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| Harbor Financial Services, LLC | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −556−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |