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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

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.

Institutional holdersQ1 2022: 268 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 heldQ1 2022: $3.00B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q4 2021.

Institutions holding MSTR in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Quadrant Capital Group LLC1$00.00%−15−93.8%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4$1.00K0.00%−5−55.6%Reduced
Versant Capital Management, Inc3$1.00K0.00%00.0%Unchanged
Rise Advisors, LLC3$1.00K0.00%00.0%Unchanged
Bessemer Group Inc2$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
JFS Wealth Advisors, LLC2$1.00K0.00%+2New
Lindbrook Capital, LLC2$1.00K0.00%+2New
Raffa Wealth Management, LLC3$1.46K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.3$1.46K0.00%00.0%Unchanged
Anchor Investment Management, LLC3$1.46K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC5$2.00K0.00%−50−90.9%Reduced
Institutional & Family Asset Management, LLC5$2.00K0.00%00.0%Unchanged
Private Ocean, LLC5$2.00K0.00%+2+66.7%Added
Western Pacific Wealth Management, LP5$2.00K0.00%00.0%Unchanged
Halpern Financial, Inc.5$2.43K0.00%+5New
Meeder Asset Management Inc7$3.00K0.00%−8−53.3%Reduced
Spire Wealth Management8$4.00K0.00%−50−86.2%Reduced
Northwestern Mutual Wealth Management Co10$5.00K0.00%−12−54.5%Reduced
Tarbox Family Office, Inc.11$5.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.10$5.00K0.00%00.0%Unchanged
Retirement Group, LLC10$5.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC28$5.00K0.00%+28New
Fieldpoint Private Securities, LLC13$6.00K0.00%−5−27.8%Reduced
Harvest Fund Management Co., Ltd13$6.00K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC13$6.00K0.01%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd16$7.00K0.00%00.0%Unchanged
PYA Waltman Capital, LLC15$7.00K0.00%00.0%Unchanged
Fortitude Advisory Group L.L.C.18$9.00K0.00%00.0%Unchanged
Surevest, LLC20$10.0K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton21$10.0K0.00%00.0%Unchanged
Covestor Ltd20$10.0K0.01%+9+81.8%Added
Money Concepts Capital Corp20$10.0K0.00%+20New
Gemmer Asset Management LLC23$11.0K0.00%00.0%Unchanged
TSFG, LLC23$11.0K0.00%00.0%Unchanged
Evermay Wealth Management LLC27$13.0K0.00%−12−30.8%Reduced
WR Wealth Planners, LLC29$14.1K0.01%+29New
Russell Investments Group, Ltd.31$15.0K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.30$15.0K0.00%+5+20.0%Added
Proequities, Inc.34$17.0K0.00%00.0%Unchanged
Turim 21 Investimentos Ltda.35$17.0K0.01%+35New
Tradition Wealth Management, LLC39$19.0K0.00%00.0%Unchanged
Signaturefd, LLC42$20.0K0.00%+3+7.7%Added
Teachers Retirement System of the State of Kentucky48$23.0K0.00%00.0%Unchanged
Fortis Advisors, LLC50$24.0K0.01%00.0%Unchanged
Compagnie Lombard Odier SCmA50$24.0K0.00%+50New
Manchester Capital Management LLC52$25.0K0.00%+29+126.1%Added
The PNC Financial Services Group, Inc.54$26.0K0.00%−13−19.4%Reduced
Oliver Lagore Vanvalin Investment Group55$26.0K0.02%+55New
US Bancorp60$29.0K0.00%−640−91.4%Reduced
AdvisorNet Financial, Inc66$32.0K0.00%+16+32.0%Added
Rational Advisors LLC71$35.0K0.00%+36+102.9%Added
Larson Financial Group LLC74$36.0K0.01%00.0%Unchanged
Monolith Advisors70$38.0K0.03%00.0%Unchanged
Glassman Wealth Services93$45.0K0.01%+15+19.2%Added
Elequin Capital LP95$46.0K0.01%+95New
Public Employees Retirement System of Ohio101$49.0K0.00%+18+21.7%Added
Benjamin F. Edwards & Company, Inc.100$49.0K0.00%+50+100.0%Added
Harbor Investment Advisory, LLC100$49.0K0.01%+100New
US Asset Management LLC103$50.0K0.05%+103New
Heritage Wealth Management, LLC108$53.0K0.01%+108New
Credit Agricole S A115$56.0K0.00%+65+130.0%Added
Federation des caisses Desjardins du Quebec119$57.9K0.00%00.0%Unchanged
Hoey Investments, Inc120$58.0K0.02%−552−82.1%Reduced
Fifth Third Bancorp122$59.0K0.00%00.0%Unchanged
Washington Trust Co144$70.0K0.00%00.0%Unchanged
Banque Cantonale Vaudoise153$74.0K0.00%−12−7.3%Reduced
Prospera Financial Services Inc163$79.0K0.00%+163New
IFP Advisors, Inc583$81.0K0.00%+426+271.3%Added
Solstein Capital, LLC188$91.0K0.06%+83+79.0%Added
Huntington National Bank200$97.0K0.00%+200New
Centaurus Financial, Inc.212$103.0K0.01%00.0%Unchanged
Parallel Advisors, LLC209$105.0K0.00%−150−41.8%Reduced
Macquarie Group Ltd237$115.0K0.00%−107−31.1%Reduced
Sterling Investment Advisors, Ltd.248$121.0K0.03%+35+16.4%Added
FMR LLC273$133.0K0.00%+260+2,000.0%Added
CWM, LLC275$134.0K0.00%−5−1.8%Reduced
Healthcare of Ontario Pension Plan Trust Fund325$158.0K0.00%−7,000−95.6%Reduced
Tobam402$196.0K0.01%−623−60.8%Reduced
Ambassador Advisors, LLC426$207.0K0.04%+426New
Sprott Inc.434$211.0K0.01%+434New
Tower Research Capital LLC (TRC)439$214.0K0.00%+311+243.0%Added
Moneta Group Investment Advisors LLC440$214.0K0.01%+440New
Xponance, Inc.447$217.0K0.00%+47+11.8%Added
Sumitomo Mitsui DS Asset Management Company, Ltd447$217.0K0.00%+447New
JustInvest LLC448$218.0K0.01%−366−45.0%Reduced
Great West Life Assurance Co424$219.0K0.00%00.0%Unchanged
Close Asset Management Ltd406$221.0K0.01%00.0%Unchanged
Financial Advocates Investment Management474$231.0K0.02%+115+32.0%Added
Verus Capital Partners, LLC788$232.0K0.04%+788New
Newbridge Financial Services Group, Inc.484$235.0K0.12%−73−13.1%Reduced
Blair William & Co483$235.0K0.00%+483New
Means Investment Co., Inc.486$236.0K0.04%+16+3.4%Added
CWM Advisors, LLC494$240.0K0.03%−19−3.7%Reduced
Steel Peak Wealth Management LLC501$243.0K0.01%−74−12.9%Reduced
Pictet Asset Management SA500$243.0K0.00%00.0%Unchanged
Hedges Asset Management LLC500$243.0K0.19%00.0%Unchanged
Virginia Retirement Systems Et Al500$243.0K0.00%+500New
Quantamental Technologies LLC506$246.0K0.14%+506New