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, Q1 2022
Institutional positions in Strategy Inc as of Mar 31, 2022. 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
- 268
- −18 vs. Q4 2021
- Shares held
- 6.18M
- +190.0K (+3.2%) vs. Q4 2021
- Total value
- $3.00B
- −$257.8M (−7.9%) vs. Q4 2021
- New holders
- 43
- 95 more added
- Sold out
- 61
- 83 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 1,382,463 | $672.3M | 0.15% | +43,838+3.3% | Added |
| Vanguard Group Inc | 888,222 | $432.0M | 0.01% | +237,109+36.4% | Added |
| BlackRock Inc. | 677,338 | $329.4M | 0.01% | +63,975+10.4% | Added |
| Capital World Investors | 622,941 | $302.9M | 0.05% | +34,945+5.9% | Added |
| Morgan Stanley | 355,913 | $173.1M | 0.02% | −84,145−19.1% | Reduced |
| First Trust Advisors LP | 226,800 | $110.3M | 0.11% | +54,911+31.9% | Added |
| State Street Corp | 185,047 | $90.0M | 0.00% | +18,460+11.1% | Added |
| Geode Capital Management, LLC | 165,066 | $80.3M | 0.01% | +21,075+14.6% | Added |
| Norges Bank | 111,139 | $54.0M | 0.01% | +9,481+9.3% | Added |
| Invesco Ltd. | 96,805 | $47.1M | 0.01% | +14,376+17.4% | Added |
| Northern Trust Corp | 93,709 | $45.6M | 0.01% | +3,881+4.3% | Added |
| Toroso Investments, LLC | 86,701 | $42.2M | 1.26% | +5,650+7.0% | Added |
| Renaissance Technologies LLC | 86,300 | $42.0M | 0.05% | +86,300 | New |
| Charles Schwab Investment Management Inc | 77,171 | $37.5M | 0.01% | +9,869+14.7% | Added |
| Susquehanna International Group, LLP | 56,022 | $27.2M | 0.04% | −6,442−10.3% | Reduced |
| Advisor Group Holdings, Inc. | 55,293 | $25.6M | 0.05% | −8,249−13.0% | Reduced |
| Goldman Sachs Group Inc | 47,182 | $22.9M | 0.01% | +436+0.9% | Added |
| Goldstream Capital Management Ltd | 47,000 | $22.9M | 5.74% | +17,000+56.7% | Added |
| Bank of New York Mellon Corp | 44,922 | $21.8M | 0.00% | +2,881+6.9% | Added |
| RBF Capital, LLC | 31,015 | $15.1M | 0.97% | +2,400+8.4% | Added |
| Eaton Vance Management | 30,178 | $14.7M | 0.02% | +1,968+7.0% | Added |
| CTC LLC | 26,695 | $13.0M | 0.24% | −52,011−66.1% | Reduced |
| Wells Fargo & Company | 25,478 | $12.4M | 0.00% | −642−2.5% | Reduced |
| Exchange Traded Concepts, LLC | 25,043 | $12.2M | 0.24% | +3,354+15.5% | Added |
| Jane Street Group, LLC | 24,327 | $11.8M | 0.02% | −43,366−64.1% | Reduced |
| Nuveen Asset Management, LLC | 26,602 | $11.6M | 0.00% | +2,483+10.3% | Added |
| Barclays PLC | 20,423 | $9.93M | 0.01% | −8,954−30.5% | Reduced |
| Tegean Capital Management, LLC | 20,000 | $9.73M | 10.21% | +20,000 | New |
| Swiss National Bank | 19,900 | $9.68M | 0.01% | +2,700+15.7% | Added |
| Alliancebernstein L.P. | 17,459 | $8.49M | 0.00% | +1,029+6.3% | Added |
| Johnson Financial Group, LLC | 17,325 | $8.43M | 1.41% | +17,325 | New |
| LPL Financial LLC | 17,253 | $8.39M | 0.01% | +3,188+22.7% | Added |
| Credit Suisse AG | 16,870 | $8.20M | 0.01% | −4,198−19.9% | Reduced |
| California Public Employees Retirement System | 16,794 | $8.17M | 0.01% | −2,263−11.9% | Reduced |
| Citigroup Inc | 15,624 | $7.60M | 0.01% | −1,293−7.6% | Reduced |
| Axel Capital Management, LLC | 14,000 | $6.81M | 8.64% | +12,000+600.0% | Added |
| JPMorgan Chase & Co | 13,963 | $6.79M | 0.00% | −10,020−41.8% | Reduced |
| PEAK6 Investments LLC | 13,838 | $6.73M | 0.20% | −17,324−55.6% | Reduced |
| Van Eck Associates Corp | 12,853 | $6.25M | 0.01% | +2,657+26.1% | Added |
| First Republic Investment Management, Inc. | 12,832 | $6.24M | 0.01% | −30,300−70.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,327 | $6.00M | 0.12% | +98+0.8% | Added |
| Parallax Volatility Advisers, L.P. | 12,327 | $6.00M | 0.14% | +3,197+35.0% | Added |
| Bank of America Corp | 11,864 | $5.77M | 0.00% | +1,175+11.0% | Added |
| Hartline Investment Corp | 8,637 | $5.74M | 0.73% | +8,637 | New |
| UBS Group AG | 11,673 | $5.68M | 0.00% | −3,653−23.8% | Reduced |
| California State Teachers Retirement System | 11,175 | $5.43M | 0.01% | −16−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 11,135 | $5.42M | 0.03% | +530+5.0% | Added |
| Rhumbline Advisers | 10,810 | $5.26M | 0.01% | +1,078+11.1% | Added |
| D. E. Shaw & Co., Inc. | 10,635 | $5.17M | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 10,200 | $4.96M | 0.01% | −500−4.7% | Reduced |
| SRN Advisors, LLC | 10,158 | $4.94M | 2.18% | +2,730+36.8% | Added |
| UBS Asset Management Americas Inc | 9,993 | $4.86M | 0.00% | +777+8.4% | Added |
| Wellington Management Group LLP | 9,390 | $4.57M | 0.00% | +281+3.1% | Added |
| Acorn Financial Advisory Services Inc | 9,166 | $4.46M | 0.89% | −3,615−28.3% | Reduced |
| Parametric Portfolio Associates LLC | 9,136 | $4.44M | 0.00% | −3,403−27.1% | Reduced |
| Raymond James & Associates | 9,067 | $4.41M | 0.00% | −662−6.8% | Reduced |
| Legal & General Group Plc | 8,203 | $3.99M | 0.00% | +1,400+20.6% | Added |
| Hobart Private Capital, LLC | 7,712 | $3.75M | 1.44% | +2,880+59.6% | Added |
| BIT Capital GmbH | 7,193 | $3.50M | 0.36% | +448+6.6% | Added |
| Deutsche Bank AG | 7,081 | $3.44M | 0.00% | −12,477−63.8% | Reduced |
| Citadel Advisors LLC | 7,023 | $3.42M | 0.00% | −20,806−74.8% | Reduced |
| New York State Common Retirement Fund | 6,998 | $3.40M | 0.00% | +507+7.8% | Added |
| State of New Jersey Common Pension Fund D | 6,691 | $3.25M | 0.01% | +1,910+39.9% | Added |
| Commonwealth Equity Services, LLC | 6,173 | $3.00M | 0.01% | +2,091+51.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,081 | $2.96M | 0.01% | +4,091+205.6% | Added |
| Harbor Capital Advisors, Inc. | 5,675 | $2.76M | 1.30% | −837−12.9% | Reduced |
| Price T Rowe Associates Inc | 5,444 | $2.65M | 0.00% | +286+5.5% | Added |
| BNP Paribas Arbitrage, SA | 5,440 | $2.65M | 0.01% | +589+12.1% | Added |
| Private Advisor Group, LLC | 5,316 | $2.58M | 0.02% | −146−2.7% | Reduced |
| Coastal Investment Advisors, Inc. | 5,308 | $2.58M | 0.51% | −659−11.0% | Reduced |
| Storebrand Asset Management AS | 5,215 | $2.54M | 0.01% | −12,464−70.5% | Reduced |
| Stifel Financial Corp | 5,086 | $2.47M | 0.00% | +582+12.9% | Added |
| MetLife Investment Management | 4,978 | $2.42M | 0.02% | +2,077+71.6% | Added |
| American International Group, Inc. | 4,669 | $2.27M | 0.01% | +169+3.8% | Added |
| D.A. Davidson & Co. | 4,606 | $2.24M | 0.02% | −1,627−26.1% | Reduced |
| HighTower Advisors, LLC | 4,612 | $2.21M | 0.00% | −6,744−59.4% | Reduced |
| QVT Financial LP | 4,515 | $2.20M | 0.10% | +4,515 | New |
| Penserra Capital Management LLC | 4,033 | $1.96M | 0.05% | −109−2.6% | Reduced |
| Royal Bank of Canada | 4,029 | $1.96M | 0.00% | −2,018−33.4% | Reduced |
| Capital Wealth Alliance, LLC | 3,989 | $1.94M | 1.15% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 3,928 | $1.91M | 0.00% | +127+3.3% | Added |
| Manufacturers Life Insurance Company, The | 3,809 | $1.85M | 0.00% | −396−9.4% | Reduced |
| PenderFund Capital Management Ltd. | 3,000 | $1.82M | 0.45% | 00.0% | Unchanged |
| Voya Investment Management LLC | 3,575 | $1.74M | 0.00% | +368+11.5% | Added |
| Wolverine Trading, LLC | 3,361 | $1.68M | 0.05% | −16,159−82.8% | Reduced |
| Equitable Holdings, Inc. | 3,403 | $1.66M | 0.03% | +1,635+92.5% | Added |
| Allspring Global Investments Holdings, LLC | 3,353 | $1.63M | 0.00% | +116+3.6% | Added |
| State Board of Administration of Florida Retirement System | 3,306 | $1.61M | 0.00% | +370+12.6% | Added |
| Heritage Investors Management Corp | 3,269 | $1.59M | 0.06% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,237 | $1.57M | 0.03% | −2,468−43.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,010 | $1.46M | 0.00% | −157−5.0% | Reduced |
| MML Investors Services, LLC | 2,731 | $1.33M | 0.01% | +2,268+489.8% | Added |
| Independent Advisor Alliance | 2,605 | $1.27M | 0.06% | +1,022+64.6% | Added |
| ProShare Advisors LLC | 2,368 | $1.15M | 0.00% | −144−5.7% | Reduced |
| Stonegate Investment Group, LLC | 2,360 | $1.15M | 0.04% | +111+4.9% | Added |
| Arizona State Retirement System | 2,269 | $1.10M | 0.01% | +174+8.3% | Added |
| LCM Capital Management Inc | 2,253 | $1.10M | 0.88% | 00.0% | Unchanged |
| Algert Global LLC | 2,111 | $1.03M | 0.07% | +2,111 | New |
| Simplex Trading, LLC | 2,091 | $1.02M | 0.03% | +2,091 | New |
| Sigma Planning Corp | 2,040 | $992.0K | 0.03% | −15−0.7% | Reduced |