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 |
|---|---|---|---|---|---|
| National Bank of Canada | 2,016 | $978.0K | 0.00% | +29+1.5% | Added |
| Lazard Asset Management LLC | 1,995 | $970.0K | 0.00% | −779−28.1% | Reduced |
| Janney Montgomery Scott LLC | 1,994 | $970.0K | 0.00% | +102+5.4% | Added |
| Natixis | 1,981 | $963.0K | 0.00% | +1,981 | New |
| Ensign Peak Advisors, Inc | 1,920 | $934.0K | 0.00% | −5,307−73.4% | Reduced |
| Two Sigma Advisers, LP | 1,900 | $924.0K | 0.00% | −8,200−81.2% | Reduced |
| Janus Henderson Group PLC | 1,758 | $854.0K | 0.00% | +1,758 | New |
| AE Wealth Management LLC | 1,750 | $851.0K | 0.01% | +317+22.1% | Added |
| Teacher Retirement System of Texas | 1,721 | $837.0K | 0.00% | +213+14.1% | Added |
| Principal Financial Group Inc | 1,707 | $830.0K | 0.00% | +265+18.4% | Added |
| SG Americas Securities, LLC | 1,701 | $827.0K | 0.01% | −813−32.3% | Reduced |
| Wedbush Securities Inc | 1,666 | $810.0K | 0.04% | +948+132.0% | Added |
| Avantax Advisory Services, Inc. | 1,601 | $774.0K | 0.01% | +441+38.0% | Added |
| Moors & Cabot, Inc. | 1,563 | $760.0K | 0.05% | +285+22.3% | Added |
| HSBC Holdings PLC | 1,532 | $749.0K | 0.00% | +95+6.6% | Added |
| Duality Advisers, LP | 1,528 | $743.0K | 0.08% | +1,528 | New |
| Amalgamated Bank | 1,492 | $726.0K | 0.01% | −1−0.1% | Reduced |
| Amalgamated Financial Corp. | 1,492 | $726.0K | 0.01% | +1,492 | New |
| Leonteq Securities AG | 1,479 | $719.3K | 0.03% | −115−7.2% | Reduced |
| Creative Planning | 1,471 | $715.0K | 0.00% | −395−21.2% | Reduced |
| American Portfolios Advisors | 1,410 | $685.7K | 0.02% | −6,766−82.8% | Reduced |
| Dowling & Yahnke LLC | 1,406 | $684.0K | 0.03% | +13+0.9% | Added |
| Nkcfo LLC | 1,390 | $676.0K | 0.21% | +1,390 | New |
| Rockefeller Capital Management L.P. | 1,380 | $671.0K | 0.00% | +830+150.9% | Added |
| Los Angeles Capital Management LLC | 1,274 | $620.0K | 0.00% | −736−36.6% | Reduced |
| Twin Tree Management, LP | 1,250 | $608.0K | 0.01% | −1,456−53.8% | Reduced |
| Amundi | 1,291 | $598.0K | 0.00% | +761+143.6% | Added |
| Copperleaf Capital, LLC | 1,221 | $594.0K | 0.53% | +450+58.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,185 | $576.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 1,166 | $567.0K | 0.00% | −95−7.5% | Reduced |
| Handelsbanken Fonder AB | 1,086 | $528.0K | 0.00% | −400−26.9% | Reduced |
| Tudor Investment Corp Et Al | 1,068 | $519.0K | 0.01% | +1,068 | New |
| MTM Investment Management, LLC | 1,048 | $510.0K | 0.25% | −12−1.1% | Reduced |
| Victory Capital Management Inc | 1,434 | $508.0K | 0.00% | −393−21.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,023 | $498.0K | 0.00% | 00.0% | Unchanged |
| Campion Asset Management LLC | 994 | $483.0K | 0.41% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 984 | $479.0K | 0.01% | +275+38.8% | Added |
| Perennial Investment Advisors, LLC | 968 | $469.0K | 0.15% | −125−11.4% | Reduced |
| Nomura Holdings Inc | 951 | $466.0K | 0.00% | −3,365−78.0% | Reduced |
| King Wealth | 957 | $465.0K | 0.09% | +250+35.4% | Added |
| Cubist Systematic Strategies, LLC | 923 | $449.0K | 0.00% | −934−50.3% | Reduced |
| Geneos Wealth Management Inc. | 908 | $441.0K | 0.02% | +41+4.7% | Added |
| Sassicaia Capital Advisers LLC | 900 | $438.0K | 2.17% | +900 | New |
| Cetera Advisors LLC | 823 | $400.0K | 0.01% | +455+123.6% | Added |
| Pekin Hardy Strauss, Inc. | 812 | $395.0K | 0.05% | −640−44.1% | Reduced |
| EagleClaw Capital Managment, LLC | 809 | $393.0K | 0.09% | +377+87.3% | Added |
| Employees Retirement System of Texas | 800 | $389.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 790 | $384.0K | 0.00% | +205+35.0% | Added |
| ETF Managers Group, LLC | 735 | $368.0K | 0.01% | −171−18.9% | Reduced |
| Ameritas Investment Partners, Inc. | 729 | $355.0K | 0.01% | +74+11.3% | Added |
| Vident Investment Advisory, LLC | 719 | $349.0K | 0.01% | +719 | New |
| STRS Ohio | 700 | $340.0K | 0.00% | −100−12.5% | Reduced |
| Intergy Private Wealth, LLC | 697 | $339.0K | 0.24% | +697 | New |
| Prudential Financial Inc | 695 | $338.0K | 0.00% | +47+7.3% | Added |
| Rothschild Investment Corp | 600 | $292.0K | 0.02% | −200−25.0% | Reduced |
| Silvercrest Asset Management Group LLC | 600 | $292.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 591 | $287.0K | 0.00% | −29−4.7% | Reduced |
| Metropolitan Life Insurance Co | 583 | $283.5K | 0.01% | −1,566−72.9% | Reduced |
| Shell Asset Management Co | 579 | $282.0K | 0.01% | −86−12.9% | Reduced |
| Guggenheim Capital LLC | 581 | $282.0K | 0.00% | −32−5.2% | Reduced |
| Integrated Wealth Concepts LLC | 564 | $274.0K | 0.01% | +564 | New |
| Allworth Financial LP | 545 | $265.0K | 0.00% | +248+83.5% | Added |
| Two Sigma Securities, LLC | 534 | $260.0K | 0.04% | −19−3.4% | Reduced |
| Lincoln National Corp | 526 | $256.0K | 0.01% | +526 | New |
| Paloma Partners Management Co | 525 | $255.0K | 0.02% | +525 | New |
| Waldron Private Wealth LLC | 521 | $253.0K | 0.01% | −13−2.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 514 | $250.0K | 0.05% | +514 | New |
| National Asset Management, Inc. | 509 | $248.0K | 0.01% | +54+11.9% | Added |
| Quantamental Technologies LLC | 506 | $246.0K | 0.14% | +506 | New |
| Steel Peak Wealth Management LLC | 501 | $243.0K | 0.01% | −74−12.9% | Reduced |
| Pictet Asset Management SA | 500 | $243.0K | 0.00% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 500 | $243.0K | 0.19% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 500 | $243.0K | 0.00% | +500 | New |
| CWM Advisors, LLC | 494 | $240.0K | 0.03% | −19−3.7% | Reduced |
| Means Investment Co., Inc. | 486 | $236.0K | 0.04% | +16+3.4% | Added |
| Newbridge Financial Services Group, Inc. | 484 | $235.0K | 0.12% | −73−13.1% | Reduced |
| Blair William & Co | 483 | $235.0K | 0.00% | +483 | New |
| Verus Capital Partners, LLC | 788 | $232.0K | 0.04% | +788 | New |
| Financial Advocates Investment Management | 474 | $231.0K | 0.02% | +115+32.0% | Added |
| Close Asset Management Ltd | 406 | $221.0K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 424 | $219.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 448 | $218.0K | 0.01% | −366−45.0% | Reduced |
| Xponance, Inc. | 447 | $217.0K | 0.00% | +47+11.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 447 | $217.0K | 0.00% | +447 | New |
| Tower Research Capital LLC (TRC) | 439 | $214.0K | 0.00% | +311+243.0% | Added |
| Moneta Group Investment Advisors LLC | 440 | $214.0K | 0.01% | +440 | New |
| Sprott Inc. | 434 | $211.0K | 0.01% | +434 | New |
| Ambassador Advisors, LLC | 426 | $207.0K | 0.04% | +426 | New |
| Tobam | 402 | $196.0K | 0.01% | −623−60.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 325 | $158.0K | 0.00% | −7,000−95.6% | Reduced |
| CWM, LLC | 275 | $134.0K | 0.00% | −5−1.8% | Reduced |
| FMR LLC | 273 | $133.0K | 0.00% | +260+2,000.0% | Added |
| Sterling Investment Advisors, Ltd. | 248 | $121.0K | 0.03% | +35+16.4% | Added |
| Macquarie Group Ltd | 237 | $115.0K | 0.00% | −107−31.1% | Reduced |
| Parallel Advisors, LLC | 209 | $105.0K | 0.00% | −150−41.8% | Reduced |
| Centaurus Financial, Inc. | 212 | $103.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $97.0K | 0.00% | +200 | New |
| Solstein Capital, LLC | 188 | $91.0K | 0.06% | +83+79.0% | Added |
| IFP Advisors, Inc | 583 | $81.0K | 0.00% | +426+271.3% | Added |
| Prospera Financial Services Inc | 163 | $79.0K | 0.00% | +163 | New |