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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 412 | $274.0K | 0.07% | −940−69.5% | Reduced |
| IHT Wealth Management, LLC | 410 | $272.0K | 0.02% | +26+6.8% | Added |
| 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 |
| Navis Wealth Advisors, LLC | 390 | $259.0K | 0.22% | −500−56.2% | Reduced |
| Mutual Advisors, LLC | 388 | $258.0K | 0.02% | +19+5.1% | Added |
| Federation des caisses Desjardins du Quebec | 379 | $251.8K | 0.00% | −3,642−90.6% | Reduced |
| King Wealth | 375 | $249.0K | 0.05% | +20+5.6% | Added |
| Macquarie Group Ltd | 368 | $245.0K | 0.00% | +117+46.6% | Added |
| Advisor Partners LLC | 353 | $235.0K | 0.02% | −90−20.3% | Reduced |
| CIBC Asset Management Inc | 342 | $227.0K | 0.00% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 334 | $222.0K | 0.00% | +334 | New |
| 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 |
| Banque Cantonale Vaudoise | 266 | $177.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 241 | $160.0K | 0.01% | −183−43.2% | Reduced |
| Brewin Dolphin Ltd | 176 | $117.0K | 0.01% | +1+0.6% | Added |
| Fifth Third Bancorp | 174 | $116.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 175 | $116.0K | 0.03% | +15+9.4% | Added |
| Public Employees Retirement System of Ohio | 172 | $114.0K | 0.00% | −38−18.1% | Reduced |
| Centaurus Financial, Inc. | 168 | $112.0K | 0.01% | −37−18.0% | Reduced |
| 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 |
| Bartlett & Co. Wealth Management LLC | 150 | $99.7K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 147 | $98.0K | 0.02% | +147 | New |
| Markston International LLC | 130 | $86.0K | 0.05% | +130 | New |
| Twin Tree Management, LP | 123 | $82.0K | 0.00% | −2,876−95.9% | Reduced |
| CWM, LLC | 114 | $76.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 107 | $71.0K | 0.03% | +107 | New |
| Sutton Wealth Advisors Inc. | 95 | $63.1K | 0.02% | −1−1.0% | Reduced |
| NEXT Financial Group, Inc | 95 | $63.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 93 | $62.0K | 0.01% | +12+14.8% | Added |
| Fortis Advisors, LLC | 80 | $53.0K | 0.03% | −20−20.0% | Reduced |
| Parallel Advisors, LLC | 76 | $51.0K | 0.00% | −29−27.6% | Reduced |
| Advisory Services Network, LLC | 54 | $36.0K | 0.00% | −1−1.8% | Reduced |
| Larson Financial Group LLC | 48 | $32.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 47 | $31.0K | 0.00% | +3+6.8% | Added |
| Proequities, Inc. | 47 | $31.0K | 0.00% | +10+27.0% | Added |
| Thompson Siegel & Walmsley LLC | 41 | $27.0K | 0.00% | +27+192.9% | Added |
| Pacitti Group Inc. | 39 | $25.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 36 | $24.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 30 | $20.0K | 0.01% | +30 | New |
| 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 |
| Parkside Financial Bank & Trust | 24 | $16.0K | 0.00% | +2+9.1% | Added |
| Gemmer Asset Management LLC | 23 | $15.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 22 | $14.0K | 0.00% | +8+57.1% | Added |
| 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 |
| Carroll Financial Associates, Inc. | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| AdvisorNet Financial, Inc | 9 | $6.00K | 0.00% | +9 | New |
| Spire Wealth Management | 7 | $5.00K | 0.00% | −64−90.1% | Reduced |
| 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 |
| Versant Capital Management, Inc | 3 | $2.00K | 0.00% | −19−86.4% | Reduced |
| Wolff Wiese Magana LLC | 3 | $2.00K | 0.00% | +3 | 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 |
| 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 |
| 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 |