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Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in Strategy Inc as of Dec 31, 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
290
+5 vs. Q3 2021
Shares held
5.99M
+297.8K (+5.2%) vs. Q3 2021
Total value
$3.26B
−$33.0M (−1.0%) vs. Q3 2021
New holders
65
106 more added
Sold out
60
81 more reduced

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 290 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 heldQ4 2021: $3.26B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q3 2021.

Institutions holding MSTR in Q4 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
American Research & Management Co.2$1.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc1$1.00K0.00%00.0%Unchanged
Bessemer Group Inc2$1.00K0.00%+2New
Lenox Wealth Advisors, LLC1$1.00K0.00%+1New
Carolinas Wealth Consulting LLC2$1.00K0.00%+2New
Raffa Wealth Management, LLC3$1.63K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.3$1.63K0.00%00.0%Unchanged
Anchor Investment Management, LLC3$1.63K0.00%00.0%Unchanged
Rise Advisors, LLC3$1.63K0.00%+3New
Tradewinds Capital Management, LLC4$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc3$2.00K0.00%00.0%Unchanged
Motley Fool Asset Management LLC4$2.00K0.00%+4New
Private Ocean, LLC3$2.00K0.00%+3New
Western Pacific Wealth Management, LP5$2.00K0.00%+5New
Institutional & Family Asset Management, LLC5$3.00K0.00%+5New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC9$4.00K0.00%+9New
Truvestments Capital LLC7$4.00K0.00%+7New
Financial Management Professionals, Inc.10$5.00K0.00%00.0%Unchanged
Retirement Group, LLC10$5.00K0.00%00.0%Unchanged
Assetmark, Inc10$5.00K0.00%+10New
Tarbox Family Office, Inc.11$6.00K0.00%00.0%Unchanged
FMR LLC13$7.00K0.00%−3−18.8%Reduced
Harvest Fund Management Co., Ltd13$7.00K0.00%00.0%Unchanged
Covestor Ltd11$7.00K0.01%+11New
FSC Wealth Advisors, LLC13$7.00K0.00%+13New
Meeder Asset Management Inc15$8.00K0.00%−3−16.7%Reduced
Stonehage Fleming Financial Services Holdings Ltd16$8.00K0.00%00.0%Unchanged
PYA Waltman Capital, LLC15$8.00K0.00%+15New
Dark Forest Capital Management LP15$8.00K0.00%+15New
Quadrant Capital Group LLC16$9.00K0.00%−1−5.9%Reduced
Chilton Capital Management LLC16$9.00K0.00%+16New
Fieldpoint Private Securities, LLC18$10.0K0.00%00.0%Unchanged
CoreCap Advisors, LLC18$10.0K0.00%+18New
Fortitude Advisory Group L.L.C.18$10.0K0.01%+18New
Surevest, LLC20$11.0K0.00%+20New
Rosenberg Matthew Hamilton21$11.0K0.00%+21New
Northwestern Mutual Wealth Management Co22$12.0K0.00%+12+120.0%Added
Gemmer Asset Management LLC23$13.0K0.00%00.0%Unchanged
TSFG, LLC23$13.0K0.00%00.0%Unchanged
Manchester Capital Management LLC23$13.0K0.00%+23New
Migdal Insurance & Financial Holdings Ltd.25$14.0K0.00%−3−10.7%Reduced
TCI Wealth Advisors, Inc.27$15.0K0.00%00.0%Unchanged
Russell Investments Group, Ltd.31$16.0K0.00%00.0%Unchanged
Proequities, Inc.34$19.0K0.00%−6−15.0%Reduced
Rational Advisors LLC35$19.0K0.00%+19+118.8%Added
Signaturefd, LLC39$21.0K0.00%−2−4.9%Reduced
Evermay Wealth Management LLC39$21.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC39$21.0K0.00%+3+8.3%Added
Total Clarity Wealth Management, Inc.40$22.0K0.01%00.0%Unchanged
Teachers Retirement System of the State of Kentucky48$26.0K0.00%−1,347−96.6%Reduced
Benjamin F. Edwards & Company, Inc.50$27.0K0.00%−58−53.7%Reduced
Fortis Advisors, LLC50$27.0K0.02%−15−23.1%Reduced
Credit Agricole S A50$27.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc50$27.0K0.00%+1+2.0%Added
Steward Partners Investment Advisory, LLC55$30.0K0.00%−100−64.5%Reduced
Spire Wealth Management58$32.0K0.00%+51+728.6%Added
The PNC Financial Services Group, Inc.67$37.0K0.00%−58−46.4%Reduced
Sittner & Nelson, LLC70$38.0K0.02%+70New
Monolith Advisors70$38.0K0.03%+70New
Larson Financial Group LLC74$40.0K0.01%+24+48.0%Added
Glassman Wealth Services78$42.0K0.01%−18−18.8%Reduced
Public Employees Retirement System of Ohio83$45.0K0.00%−36−30.3%Reduced
Equitec Proprietary Markets, LLC100$54.0K0.03%−200−66.7%Reduced
Aquatic Capital Management LLC100$54.0K0.10%+100New
Solstein Capital, LLC105$57.0K0.03%+105New
Federation des caisses Desjardins du Quebec119$64.8K0.00%−120−50.2%Reduced
Fifth Third Bancorp122$66.0K0.00%−57−31.8%Reduced
Tower Research Capital LLC (TRC)128$70.0K0.00%−570−81.7%Reduced
Washington Trust Co144$78.0K0.00%00.0%Unchanged
Markston International LLC155$84.0K0.08%00.0%Unchanged
NEXT Financial Group, Inc156$85.0K0.01%+61+64.2%Added
IFP Advisors, Inc157$87.0K0.00%+84+115.1%Added
Marshall Wace, LLP164$89.0K0.00%+164New
Banque Cantonale Vaudoise165$90.0K0.00%00.0%Unchanged
Centaurus Financial, Inc.212$115.0K0.01%00.0%Unchanged
Sterling Investment Advisors, Ltd.213$116.0K0.03%+18+9.2%Added
CWM, LLC280$152.0K0.00%+280New
Allworth Financial LP297$162.0K0.00%+287+2,870.0%Added
Macquarie Group Ltd344$187.0K0.00%+79+29.8%Added
Parallel Advisors, LLC359$195.0K0.01%+281+360.3%Added
Profund Advisors LLC368$200.0K0.01%+368New
Cetera Advisors LLC368$200.0K0.00%+368New
Financial Advocates Investment Management359$200.0K0.01%+359New
Truist Financial Corp375$204.0K0.00%+375New
Cetera Advisor Networks LLC384$209.0K0.00%+384New
Xponance, Inc.400$218.0K0.00%+32+8.7%Added
Frisch Financial Group, Inc.394$219.0K0.07%00.0%Unchanged
Close Asset Management Ltd406$221.0K0.01%00.0%Unchanged
CIBC Asset Management Inc405$221.0K0.00%+12+3.1%Added
Nisa Investment Advisors, LLC620$228.0K0.00%−80−11.4%Reduced
Great West Life Assurance Co424$230.0K0.00%00.0%Unchanged
IHT Wealth Management, LLC423$230.0K0.02%+31+7.9%Added
XR Securities LLC431$235.0K0.03%+431New
EagleClaw Capital Managment, LLC432$235.0K0.05%+432New
National Asset Management, Inc.455$248.0K0.01%+455New
MML Investors Services, LLC463$252.0K0.00%+463New
Means Investment Co., Inc.470$256.0K0.05%+5+1.1%Added
Amundi530$260.0K0.00%−64,422−99.2%Reduced