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, 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −7,873−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −6,937−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,938−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,730−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,696−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −1,579−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,478−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −1,115−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −809−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −529−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| Noesis Capital Mangement Corp | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Navis Wealth Advisors, LLC | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Insight Advisors, LLC | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |