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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

Q1 2022 vs. Q4 2021

How the institutions holding Strategy Inc changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of MSTR: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders2904268−18
Shares5.99M1.15K6.18M+190.0K (+3.2%)
Value$3.26B$678.0K$3.00B−$257.8M (−7.9%)

4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Strategy Inc at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to MSTR in Q1 2022
InstitutionSharesValue% of portfolio
Renaissance Technologies LLC86,300$42.0M0.05%
Tegean Capital Management, LLC20,000$9.73M10.21%
Johnson Financial Group, LLC17,325$8.43M1.41%
Hartline Investment Corp8,637$5.74M0.73%
QVT Financial LP4,515$2.20M0.10%
Algert Global LLC2,111$1.03M0.07%
Simplex Trading, LLC2,091$1.02M0.03%
Natixis1,981$963.0K0.00%
Janus Henderson Group PLC1,758$854.0K0.00%
Duality Advisers, LP1,528$743.0K0.08%
Amalgamated Financial Corp.1,492$726.0K0.01%
Nkcfo LLC1,390$676.0K0.21%
Tudor Investment Corp Et Al1,068$519.0K0.01%
Sassicaia Capital Advisers LLC900$438.0K2.17%
Vident Investment Advisory, LLC719$349.0K0.01%
Intergy Private Wealth, LLC697$339.0K0.24%
Integrated Wealth Concepts LLC564$274.0K0.01%
Lincoln National Corp526$256.0K0.01%
Paloma Partners Management Co525$255.0K0.02%
Procyon Private Wealth Partners, LLC514$250.0K0.05%
Quantamental Technologies LLC506$246.0K0.14%
Virginia Retirement Systems Et Al500$243.0K0.00%
Blair William & Co483$235.0K0.00%
Verus Capital Partners, LLC788$232.0K0.04%
Sumitomo Mitsui DS Asset Management Company, Ltd447$217.0K0.00%
Moneta Group Investment Advisors LLC440$214.0K0.01%
Sprott Inc.434$211.0K0.01%
Ambassador Advisors, LLC426$207.0K0.04%
Huntington National Bank200$97.0K0.00%
Prospera Financial Services Inc163$79.0K0.00%
Heritage Wealth Management, LLC108$53.0K0.01%
US Asset Management LLC103$50.0K0.05%
Harbor Investment Advisory, LLC100$49.0K0.01%
Elequin Capital LP95$46.0K0.01%
Oliver Lagore Vanvalin Investment Group55$26.0K0.02%
Compagnie Lombard Odier SCmA50$24.0K0.00%
Turim 21 Investimentos Ltda.35$17.0K0.01%
WR Wealth Planners, LLC29$14.1K0.01%
Money Concepts Capital Corp20$10.0K0.00%
Global Retirement Partners, LLC28$5.00K0.00%
Halpern Financial, Inc.5$2.43K0.00%
JFS Wealth Advisors, LLC2$1.00K0.00%
Lindbrook Capital, LLC2$1.00K0.00%

Sold out (61)

Institutions that held Strategy Inc at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of MSTR in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Group One Trading, L.P.69,039$37.6M
Ci Investments Inc.25,295$13.8M
Ergoteles LLC15,257$8.31M
Kettle Hill Capital Management, LLC12,843$6.99M
Yong Rong (HK) Asset Management Ltd10,000$5.45M
Squarepoint Ops LLC4,931$2.69M
Financial Sense Advisors, Inc.4,795$2.61M
Lee Johnson Capital Management, LLC2,785$1.52M
KBC Group NV2,671$1.45M
Blueshift Asset Management, LLC2,539$1.38M
Dimensional Fund Advisors LP2,091$1.14M
Millennium Management LLC1,715$934.0K
Cutler Group LP1,687$918.0K
Deane Retirement Strategies, Inc.1,609$878.0K
AQR Capital Management LLC1,419$773.0K
Balyasny Asset Management LLC1,228$669.0K
SEI Investments Co1,198$652.0K
C2C Wealth Management, LLC1,175$640.0K
Dynamic Technology Lab Private Ltd1,060$577.0K
SeaCrest Wealth Management, LLC1,041$567.0K
ExodusPoint Capital Management, LP1,009$549.0K
DRW Securities, LLC961$523.0K
Echo Street Capital Management LLC937$510.0K
Wolverine Asset Management LLC902$491.0K
ClariVest Asset Management LLC758$414.0K
Meixler Investment Management, Ltd.743$405.0K
DeepCurrents Investment Group LLC742$404.0K
PFG Advisors612$333.0K
Chicago Partners Investment Group LLC809$331.0K
GWM Advisors LLC591$322.0K
Wealthcare Advisory Partners LLC585$319.0K
Kestra Private Wealth Services, LLC510$278.0K
Dynamic Advisor Solutions LLC506$276.0K
Truepoint, Inc.500$272.0K
Carronade Capital Management, LP500$272.0K
Franklin Resources Inc492$268.0K
O'Shaughnessy Asset Management, LLC493$268.0K
Vontobel Holding Ltd.480$261.0K
XR Securities LLC431$235.0K
IHT Wealth Management, LLC423$230.0K
CIBC Asset Management Inc405$221.0K
Frisch Financial Group, Inc.394$219.0K
Cetera Advisor Networks LLC384$209.0K
Truist Financial Corp375$204.0K
Profund Advisors LLC368$200.0K
Marshall Wace, LLP164$89.0K
Equitec Proprietary Markets, LLC100$54.0K
Aquatic Capital Management LLC100$54.0K
Sittner & Nelson, LLC70$38.0K
Total Clarity Wealth Management, Inc.40$22.0K
TCI Wealth Advisors, Inc.27$15.0K
CoreCap Advisors, LLC18$10.0K
Chilton Capital Management LLC16$9.00K
Dark Forest Capital Management LP15$8.00K
Assetmark, Inc10$5.00K
Truvestments Capital LLC7$4.00K
Motley Fool Asset Management LLC4$2.00K
Tradewinds Capital Management, LLC4$2.00K
Toth Financial Advisory Corp1$1.00K
Lenox Wealth Advisors, LLC1$1.00K
Carolinas Wealth Consulting LLC2$1.00K

Not filed for Q1 2022 yet (4)

Institutions that held Strategy Inc at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSTR in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Carroll Financial Associates, Inc.836$508.0K
NEXT Financial Group, Inc156$85.0K
Markston International LLC155$84.0K
Bell Investment Advisors, Inc1$1.00K