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 |
|---|---|---|---|---|---|
| Hobart Private Capital, LLC | 3,928 | $2.61M | 1.07% | +109+2.9% | Added |
| Price T Rowe Associates Inc | 3,720 | $2.47M | 0.00% | −930−20.0% | Reduced |
| Empowered Funds, LLC | 3,708 | $2.46M | 0.31% | +3,708 | New |
| Louisiana State Employees Retirement System | 3,500 | $2.33M | 0.06% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 3,404 | $2.26M | 0.09% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,189 | $2.12M | 0.00% | +611+23.7% | Added |
| Oregon Public Employees Retirement Fund | 3,156 | $2.10M | 0.02% | +132+4.4% | Added |
| Penserra Capital Management LLC | 3,069 | $2.04M | 0.04% | −103−3.2% | Reduced |
| Capital Wealth Alliance, LLC | 4,012 | $2.00M | 1.28% | −69−1.7% | Reduced |
| Bank of Montreal | 2,821 | $1.89M | 0.00% | −1,008−26.3% | Reduced |
| Tudor Investment Corp Et Al | 2,792 | $1.85M | 0.04% | +1,410+102.0% | Added |
| MetLife Investment Management | 2,786 | $1.85M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,763 | $1.84M | 0.00% | +117+4.4% | Added |
| Tower Research Capital LLC (TRC) | 2,648 | $1.76M | 0.05% | +2,086+371.2% | Added |
| Stifel Financial Corp | 2,555 | $1.70M | 0.00% | −1,016−28.5% | Reduced |
| FORA Capital, LLC | 2,333 | $1.55M | 0.29% | +2,188+1,509.0% | Added |
| ProShare Advisors LLC | 2,287 | $1.52M | 0.00% | +83+3.8% | Added |
| LCM Capital Management Inc | 2,250 | $1.50M | 1.24% | +1,050+87.5% | Added |
| Los Angeles Capital Management LLC | 2,234 | $1.48M | 0.01% | +1,736+348.6% | Added |
| Victory Capital Management Inc | 2,187 | $1.45M | 0.00% | −6−0.3% | Reduced |
| Two Sigma Advisers, LP | 2,175 | $1.45M | 0.00% | +2,175 | New |
| Jefferies Group LLC | 2,100 | $1.40M | 0.02% | −17,500−89.3% | Reduced |
| Metropolitan Life Insurance Co | 2,094 | $1.39M | 0.02% | +131+6.7% | Added |
| Arizona State Retirement System | 2,072 | $1.38M | 0.01% | −39−1.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,995 | $1.33M | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 1,917 | $1.27M | 0.11% | +1,917 | New |
| Crossmark Global Holdings, Inc. | 1,853 | $1.23M | 0.03% | −60−3.1% | Reduced |
| Close Asset Management Ltd | 1,847 | $1.23M | 0.06% | +213+13.0% | Added |
| Janney Montgomery Scott LLC | 1,834 | $1.22M | 0.01% | −18−1.0% | Reduced |
| AQR Capital Management LLC | 1,777 | $1.18M | 0.00% | +515+40.8% | Added |
| Banco BTG Pactual S.A. | 1,740 | $1.16M | 0.91% | +1,740 | New |
| Creative Planning | 1,638 | $1.09M | 0.00% | −2,342−58.8% | Reduced |
| Leonteq Securities AG | 1,628 | $1.08M | 0.08% | +393+31.8% | Added |
| Handelsbanken Fonder AB | 1,486 | $987.0K | 0.01% | +200+15.6% | Added |
| US Bancorp | 1,480 | $983.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,451 | $964.0K | 0.01% | +245+20.3% | Added |
| Public Employees Retirement Association of Colorado | 1,394 | $926.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,363 | $903.0K | 0.01% | −4,404−76.4% | Reduced |
| Magnetar Financial LLC | 1,354 | $900.0K | 0.01% | +787+138.8% | Added |
| Pekin Hardy Strauss, Inc. | 1,300 | $864.0K | 0.12% | −500−27.8% | Reduced |
| STRS Ohio | 1,300 | $863.0K | 0.00% | −300−18.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,241 | $825.0K | 0.00% | +574+86.1% | Added |
| Everence Capital Management Inc | 1,230 | $817.0K | 0.07% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,177 | $782.0K | 0.01% | −1,119−48.7% | Reduced |
| Dowling & Yahnke LLC | 1,175 | $781.0K | 0.04% | +1,175 | New |
| Cutler Group LP | 1,150 | $764.0K | 0.06% | −877−43.3% | Reduced |
| Mutual of America Capital Management LLC | 1,106 | $735.0K | 0.01% | +88+8.6% | Added |
| Dynamic Advisor Solutions LLC | 1,096 | $728.0K | 0.06% | +658+150.2% | Added |
| XTX Topco Ltd | 1,083 | $720.0K | 0.24% | +1,083 | New |
| Perennial Investment Advisors, LLC | 1,082 | $719.0K | 0.26% | −70−6.1% | Reduced |
| HSBC Holdings PLC | 1,100 | $716.0K | 0.00% | +489+80.0% | Added |
| MTM Investment Management, LLC | 1,062 | $706.0K | 0.37% | +295+38.5% | Added |
| Advisors Preferred, LLC | 1,480 | $693.0K | 0.08% | +1,148+345.8% | Added |
| Moors & Cabot, Inc. | 1,034 | $687.0K | 0.05% | +444+75.3% | Added |
| Quilter Plc | 1,003 | $667.0K | 0.02% | +113+12.7% | Added |
| Teacher Retirement System of Texas | 993 | $660.0K | 0.00% | +282+39.7% | Added |
| ETF Managers Group, LLC | 932 | $623.0K | 0.01% | −68−6.8% | Reduced |
| KBC Group NV | 907 | $603.0K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 903 | $600.0K | 0.02% | +903 | New |
| Virginia Retirement Systems Et Al | 900 | $598.0K | 0.01% | +300+50.0% | Added |
| ClariVest Asset Management LLC | 861 | $572.0K | 0.02% | +861 | New |
| Profund Advisors LLC | 850 | $565.0K | 0.02% | +52+6.5% | Added |
| Employees Retirement System of Texas | 800 | $532.0K | 0.01% | 00.0% | Unchanged |
| Context Capital Management, LLC | 797 | $530.0K | 0.05% | +400+100.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 769 | $511.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 741 | $492.0K | 0.01% | −274−27.0% | Reduced |
| Cubist Systematic Strategies, LLC | 729 | $484.0K | 0.01% | +208+39.9% | Added |
| Nisa Investment Advisors, LLC | 700 | $465.0K | 0.00% | −75−9.7% | Reduced |
| Palisades Hudson Asset Management, L.P. | 685 | $455.0K | 0.20% | −35−4.9% | Reduced |
| Shell Asset Management Co | 678 | $451.0K | 0.01% | +40+6.3% | Added |
| Miller Value Partners, LLC | 663 | $441.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 633 | $421.0K | 0.02% | +633 | New |
| Golden State Equity Partners | 628 | $417.0K | 0.16% | +628 | New |
| Tobam | 618 | $411.0K | 0.02% | +618 | New |
| Ameritas Investment Partners, Inc. | 616 | $409.0K | 0.01% | +21+3.5% | Added |
| Captrust Financial Advisors | 605 | $402.0K | 0.00% | +42+7.5% | Added |
| Rothschild Investment Corp | 600 | $399.0K | 0.03% | −100−14.3% | Reduced |
| Avantax Advisory Services, Inc. | 561 | $373.0K | 0.01% | +561 | New |
| AlphaCrest Capital Management LLC | 549 | $365.0K | 0.02% | −351−39.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 547 | $363.0K | 0.01% | −318−36.8% | Reduced |
| Franklin Resources Inc | 545 | $362.0K | 0.00% | +48+9.7% | Added |
| Independent Advisor Alliance | 543 | $361.0K | 0.02% | +113+26.3% | Added |
| SEI Investments Co | 540 | $359.0K | 0.00% | −4−0.7% | Reduced |
| Altshuler Shaham Ltd | 538 | $358.0K | 0.00% | +21+4.1% | Added |
| Kestra Private Wealth Services, LLC | 530 | $352.0K | 0.02% | +19+3.7% | Added |
| Cetera Investment Advisers | 526 | $350.0K | 0.01% | +526 | New |
| Russell Investments Group, Ltd. | 522 | $346.0K | 0.00% | −5,360−91.1% | Reduced |
| Marshall Wace North America L.P. | 514 | $342.0K | 0.00% | +514 | New |
| Waldron Private Wealth LLC | 508 | $337.0K | 0.02% | +79+18.4% | Added |
| Almanack Investment Partners, LLC. | 505 | $336.0K | 0.03% | +505 | New |
| Pictet Asset Management Ltd | 500 | $332.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 491 | $326.0K | 0.01% | +491 | New |
| CWM Advisors, LLC | 489 | $325.0K | 0.04% | −1,323−73.0% | Reduced |
| Shelton Capital Management | 478 | $318.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 497 | $315.0K | 0.01% | +105+26.8% | Added |
| Miracle Mile Advisors, LLC | 470 | $312.0K | 0.02% | +91+24.0% | Added |
| Bridgefront Capital, LLC | 457 | $304.0K | 0.11% | −206−31.1% | Reduced |
| CIBC World Markets Inc. | 447 | $297.0K | 0.00% | −38−7.8% | Reduced |
| Xponance, Inc. | 430 | $286.0K | 0.01% | +430 | New |
| Pearl River Capital, LLC | 422 | $280.0K | 0.08% | +422 | New |