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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.

Other share classesSTRCSTRDSTRFSTRK

13F holders, Q3 2021

Institutional positions in Strategy Inc as of Sep 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
287
+19 vs. Q2 2021
Shares held
5.69M
−695.5K (−10.9%) vs. Q2 2021
Total value
$3.30B
−$949.0M (−22.4%) vs. Q2 2021
New holders
58
87 more added
Sold out
39
100 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 287 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ3 2021: $3.30B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q2 2021.

Institutions holding MSTR in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Toth Financial Advisory Corp1$1.00K0.00%00.0%Unchanged
Federated Hermes, Inc.1$1.00K0.00%00.0%Unchanged
Arkadios Wealth Advisors3$1.00K0.00%00.0%Unchanged
American Research & Management Co.2$1.00K0.00%+2New
Bell Investment Advisors, Inc1$1.00K0.00%+1New
Raffa Wealth Management, LLC3$1.74K0.00%00.0%Unchanged
Anchor Investment Management, LLC3$1.74K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.3$1.74K0.00%+3New
Tradewinds Capital Management, LLC4$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc3$2.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC3$2.00K0.00%00.0%Unchanged
Huntington National Bank3$2.00K0.00%+3New
Meridian Wealth Partners, LLC4$2.00K0.00%+4New
Activest Wealth Management5$3.00K0.00%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management3$3.00K0.00%+3New
Spire Wealth Management7$4.00K0.00%00.0%Unchanged
Heritage Wealth Management, LLC8$5.00K0.00%−99−92.5%Reduced
Financial Management Professionals, Inc.10$6.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.11$6.00K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co10$6.00K0.00%+10New
Allworth Financial LP10$6.00K0.00%+10New
Ibex Wealth Advisors10$6.00K0.00%+10New
Retirement Group, LLC10$6.00K0.00%+10New
Harvest Fund Management Co., Ltd13$7.00K0.00%00.0%Unchanged
Kowal Investment Group, LLC12$7.00K0.00%+12New
Stonehage Fleming Financial Services Holdings Ltd16$9.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.16$9.00K0.00%00.0%Unchanged
Rational Advisors LLC16$9.00K0.00%+16New
Meeder Asset Management Inc18$10.0K0.00%−223−92.5%Reduced
FMR LLC16$10.0K0.00%−1−5.9%Reduced
Fieldpoint Private Securities, LLC18$10.0K0.00%+8+80.0%Added
Quadrant Capital Group LLC17$10.0K0.00%+17New
Gemmer Asset Management LLC23$13.0K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC22$13.0K0.00%+22New
TSFG, LLC23$13.0K0.01%+23New
Migdal Insurance & Financial Holdings Ltd.28$16.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.27$16.0K0.00%+27New
Russell Investments Group, Ltd.31$17.0K0.00%−491−94.1%Reduced
Berman Capital Advisors, LLC31$17.0K0.00%+9+40.9%Added
Tradition Wealth Management, LLC36$21.0K0.00%00.0%Unchanged
Proequities, Inc.40$23.0K0.00%−7−14.9%Reduced
Evermay Wealth Management LLC39$23.0K0.00%+39New
Total Clarity Wealth Management, Inc.40$23.0K0.01%+40New
Thompson Siegel & Walmsley LLC41$24.0K0.00%00.0%Unchanged
Signaturefd, LLC41$24.0K0.00%+24+141.2%Added
Toronto Dominion Bank46$27.0K0.00%+46New
Pacitti Group Inc.48$28.0K0.02%+9+23.1%Added
AdvisorNet Financial, Inc49$28.0K0.00%+40+444.4%Added
Larson Financial Group LLC50$29.0K0.01%+2+4.2%Added
Credit Agricole S A50$29.0K0.00%+50New
Fortis Advisors, LLC65$38.0K0.02%−15−18.8%Reduced
IFP Advisors, Inc73$42.0K0.00%+26+55.3%Added
Parallel Advisors, LLC78$45.0K0.00%+2+2.6%Added
NEXT Financial Group, Inc95$55.0K0.00%00.0%Unchanged
Glassman Wealth Services96$56.0K0.01%+3+3.2%Added
US Asset Management LLC103$60.0K0.06%+103New
Benjamin F. Edwards & Company, Inc.108$62.0K0.00%+108New
Public Employees Retirement System of Ohio119$69.0K0.00%−53−30.8%Reduced
Focused Wealth Management, Inc120$69.0K0.01%−27−18.4%Reduced
The PNC Financial Services Group, Inc.125$72.0K0.00%−271−68.4%Reduced
Washington Trust Co144$83.0K0.00%+144New
Bartlett & Co. Wealth Management LLC150$86.8K0.00%00.0%Unchanged
Bartlett & Co. LLC150$87.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC155$90.0K0.00%+5+3.3%Added
Markston International LLC155$90.0K0.08%+25+19.2%Added
Banque Cantonale Vaudoise165$95.0K0.00%−101−38.0%Reduced
Brewin Dolphin Ltd176$101.8K0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC178$103.0K0.00%+178New
Fifth Third Bancorp179$104.0K0.00%+5+2.9%Added
Sterling Investment Advisors, Ltd.195$113.0K0.03%+20+11.4%Added
Centaurus Financial, Inc.212$123.0K0.01%+44+26.2%Added
Federation des caisses Desjardins du Quebec239$138.2K0.00%−140−36.9%Reduced
Rockefeller Capital Management L.P.245$141.0K0.00%+215+716.7%Added
Macquarie Group Ltd265$153.0K0.00%−103−28.0%Reduced
Equitec Proprietary Markets, LLC300$174.0K0.09%+300New
Healthcare of Ontario Pension Plan Trust Fund325$188.0K0.00%−16,300−98.0%Reduced
Mercer Global Advisors Inc352$204.0K0.00%+352New
Xponance, Inc.368$213.0K0.00%−62−14.4%Reduced
Mutual Advisors, LLC375$217.0K0.01%−13−3.4%Reduced
Almanack Investment Partners, LLC.383$222.0K0.02%−122−24.2%Reduced
Insight Advisors, LLC279$223.0K0.07%+279New
Navis Wealth Advisors, LLC390$226.0K0.19%00.0%Unchanged
IHT Wealth Management, LLC392$227.0K0.02%−18−4.4%Reduced
CIBC Asset Management Inc393$227.0K0.00%+51+14.9%Added
Frisch Financial Group, Inc.394$228.0K0.08%00.0%Unchanged
Close Asset Management Ltd406$234.0K0.01%−1,441−78.0%Reduced
Newbridge Financial Services Group, Inc.404$234.0K0.15%+125+44.8%Added
DuPont Capital Management Corp406$235.0K0.01%+406New
AE Wealth Management LLC412$238.0K0.00%+412New
Great West Life Assurance Co424$246.0K0.00%−6,243−93.6%Reduced
Tobam438$253.0K0.01%−180−29.1%Reduced
Hoey Investments, Inc437$253.0K0.08%+437New
Noesis Capital Mangement Corp450$260.0K0.05%+450New
Susquehanna International Group Ltd.458$265.0K0.06%+458New
BIT Capital GmbH459$265.5K0.02%+459New
Means Investment Co., Inc.465$269.0K0.05%+465New
Shelton Capital Management478$276.0K0.01%00.0%Unchanged
CWM Advisors, LLC486$281.0K0.04%−3−0.6%Reduced
Pictet Asset Management SA500$289.0K0.00%+500New
Truepoint, Inc.500$289.0K0.01%+500New