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, 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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,354−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −1,480−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −903−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Context Capital Management, LLC | 0 | $0 | 0.00% | −797−100.0% | Sold out |
| Palisades Hudson Asset Management, L.P. | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −549−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −538−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Advisor Partners LLC | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Berkshire Capital Holdings Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |