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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| Minot Wealth Management LLC | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| San Francisco Sentry Investment Group (Ca) | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |