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, Q2 2022
Institutional positions in Strategy Inc as of Jun 30, 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
- 238
- −26 vs. Q1 2022
- Shares held
- 6.32M
- +151.4K (+2.5%) vs. Q1 2022
- Total value
- $1.05B
- −$1.95B (−65.0%) vs. Q1 2022
- New holders
- 44
- 90 more added
- Sold out
- 70
- 55 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 1,383,949 | $227.4M | 0.06% | +1,486+0.1% | Added |
| Vanguard Group Inc | 890,357 | $146.3M | 0.00% | +2,135+0.2% | Added |
| BlackRock Inc. | 733,827 | $120.6M | 0.00% | +56,489+8.3% | Added |
| Renaissance Technologies LLC | 399,500 | $65.6M | 0.08% | +313,200+362.9% | Added |
| Capital World Investors | 271,700 | $44.6M | 0.01% | −351,241−56.4% | Reduced |
| First Trust Advisors LP | 269,638 | $44.3M | 0.05% | +42,838+18.9% | Added |
| Morgan Stanley | 254,843 | $41.9M | 0.01% | −101,070−28.4% | Reduced |
| State Street Corp | 194,719 | $32.0M | 0.00% | +9,672+5.2% | Added |
| Geode Capital Management, LLC | 169,959 | $27.9M | 0.00% | +4,893+3.0% | Added |
| Two Sigma Investments, LP | 119,290 | $19.6M | 0.07% | +119,290 | New |
| Toroso Investments, LLC | 112,121 | $18.4M | 0.67% | +25,420+29.3% | Added |
| Northern Trust Corp | 89,509 | $14.7M | 0.00% | −4,200−4.5% | Reduced |
| RBF Capital, LLC | 28,615 | $13.9M | 0.97% | −2,400−7.7% | Reduced |
| Two Sigma Advisers, LP | 84,000 | $13.8M | 0.04% | +82,100+4,321.1% | Added |
| Invesco Ltd. | 79,366 | $13.0M | 0.00% | −17,439−18.0% | Reduced |
| Charles Schwab Investment Management Inc | 78,064 | $12.8M | 0.00% | +893+1.2% | Added |
| PEAK6 Investments LLC | 65,837 | $10.8M | 0.25% | +51,999+375.8% | Added |
| Susquehanna International Group, LLP | 65,001 | $10.7M | 0.02% | +8,979+16.0% | Added |
| Advisor Group Holdings, Inc. | 47,504 | $7.82M | 0.02% | −7,789−14.1% | Reduced |
| Bank of New York Mellon Corp | 38,497 | $6.33M | 0.00% | −6,425−14.3% | Reduced |
| Barclays PLC | 34,528 | $5.67M | 0.01% | +14,105+69.1% | Added |
| Goldman Sachs Group Inc | 34,033 | $5.59M | 0.00% | −13,149−27.9% | Reduced |
| Exchange Traded Concepts, LLC | 30,032 | $4.93M | 0.14% | +4,989+19.9% | Added |
| Nuveen Asset Management, LLC | 29,254 | $4.81M | 0.00% | +2,652+10.0% | Added |
| Voloridge Investment Management, LLC | 28,729 | $4.72M | 0.02% | +28,729 | New |
| LPL Financial LLC | 27,973 | $4.60M | 0.00% | +10,720+62.1% | Added |
| Eaton Vance Management | 27,885 | $4.58M | 0.01% | −2,293−7.6% | Reduced |
| Jane Street Group, LLC | 27,486 | $4.52M | 0.01% | +3,159+13.0% | Added |
| Goldstream Capital Management Ltd | 23,000 | $3.78M | 3.29% | −24,000−51.1% | Reduced |
| Wells Fargo & Company | 22,016 | $3.62M | 0.00% | −3,462−13.6% | Reduced |
| Swiss National Bank | 22,000 | $3.62M | 0.00% | +2,100+10.6% | Added |
| Credit Suisse AG | 19,634 | $3.23M | 0.00% | +2,764+16.4% | Added |
| Horizon Kinetics Asset Management LLC | 18,347 | $3.01M | 0.06% | +6,020+48.8% | Added |
| California Public Employees Retirement System | 16,794 | $2.76M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 16,575 | $2.72M | 0.00% | +2,612+18.7% | Added |
| QVT Financial LP | 16,465 | $2.71M | 0.18% | +11,950+264.7% | Added |
| Twinbeech Capital LP | 16,137 | $2.65M | 0.12% | +16,137 | New |
| Van Eck Associates Corp | 15,884 | $2.61M | 0.01% | +3,031+23.6% | Added |
| Bank of America Corp | 15,878 | $2.61M | 0.00% | +4,014+33.8% | Added |
| Norges Bank | 15,225 | $2.50M | 0.00% | −95,914−86.3% | Reduced |
| BIT Capital GmbH | 15,085 | $2.48M | 0.36% | +7,892+109.7% | Added |
| Alliancebernstein L.P. | 14,413 | $2.37M | 0.00% | −3,046−17.4% | Reduced |
| Rhumbline Advisers | 13,464 | $2.21M | 0.00% | +2,654+24.6% | Added |
| State of Wisconsin Investment Board | 13,044 | $2.14M | 0.01% | +2,844+27.9% | Added |
| Accuvest Global Advisors | 12,815 | $2.11M | 1.36% | +12,815 | New |
| SRN Advisors, LLC | 12,409 | $2.04M | 1.42% | +2,251+22.2% | Added |
| Advisor Resource Council | 12,153 | $2.00M | 0.19% | +12,153 | New |
| California State Teachers Retirement System | 11,979 | $1.97M | 0.00% | +804+7.2% | Added |
| United Capital Financial Advisers, LLC | 11,441 | $1.88M | 0.01% | +306+2.7% | Added |
| State of New Jersey Common Pension Fund D | 11,205 | $1.84M | 0.01% | +4,514+67.5% | Added |
| D. E. Shaw & Co., Inc. | 10,635 | $1.75M | 0.00% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 10,464 | $1.72M | 0.80% | +2,752+35.7% | Added |
| UBS Asset Management Americas Inc | 10,271 | $1.69M | 0.00% | +278+2.8% | Added |
| HighTower Advisors, LLC | 9,743 | $1.56M | 0.00% | +5,131+111.3% | Added |
| BNP Paribas Arbitrage, SA | 9,354 | $1.54M | 0.00% | +3,914+71.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,526 | $1.40M | 0.01% | +2,445+40.2% | Added |
| Raymond James & Associates | 8,413 | $1.38M | 0.00% | −654−7.2% | Reduced |
| Legal & General Group Plc | 8,213 | $1.35M | 0.00% | +10+0.1% | Added |
| Acorn Financial Advisory Services Inc | 7,781 | $1.28M | 0.30% | −1,385−15.1% | Reduced |
| New York State Common Retirement Fund | 7,054 | $1.16M | 0.00% | +56+0.8% | Added |
| Commonwealth Equity Services, LLC | 6,930 | $1.14M | 0.00% | +757+12.3% | Added |
| Deutsche Bank AG | 6,909 | $1.14M | 0.00% | −172−2.4% | Reduced |
| Ameriprise Financial Inc | 6,878 | $1.13M | 0.00% | +2,950+75.1% | Added |
| Blueshift Asset Management, LLC | 6,726 | $1.10M | 0.18% | +6,726 | New |
| Engineers Gate Manager LP | 6,262 | $1.03M | 0.04% | +6,262 | New |
| UBS Group AG | 6,106 | $1.00M | 0.00% | −5,567−47.7% | Reduced |
| Wolverine Trading, LLC | 5,514 | $991.0K | 0.03% | +2,153+64.1% | Added |
| MML Investors Services, LLC | 5,770 | $948.0K | 0.01% | +3,039+111.3% | Added |
| Price T Rowe Associates Inc | 5,638 | $926.0K | 0.00% | +194+3.6% | Added |
| Financial Sense Advisors, Inc. | 5,595 | $919.0K | 0.34% | +5,595 | New |
| Wellington Management Group LLP | 5,446 | $895.0K | 0.00% | −3,944−42.0% | Reduced |
| Ensign Peak Advisors, Inc | 5,430 | $892.0K | 0.00% | +3,510+182.8% | Added |
| Private Advisor Group, LLC | 5,292 | $869.0K | 0.01% | −24−0.5% | Reduced |
| Walleye Trading LLC | 5,241 | $861.0K | 0.02% | +2,004+61.9% | Added |
| Citigroup Inc | 5,140 | $844.0K | 0.00% | −10,484−67.1% | Reduced |
| MetLife Investment Management | 4,978 | $817.9K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,922 | $809.0K | 0.00% | −164−3.2% | Reduced |
| Coastal Investment Advisors, Inc. | 4,815 | $803.0K | 0.20% | −493−9.3% | Reduced |
| Eschler Asset Management LLP | 4,450 | $731.0K | 1.49% | +4,450 | New |
| American International Group, Inc. | 4,404 | $724.0K | 0.00% | −265−5.7% | Reduced |
| AE Wealth Management LLC | 4,295 | $706.0K | 0.01% | +2,545+145.4% | Added |
| Longitude (Cayman) Ltd. | 4,200 | $690.0K | 1.39% | +4,200 | New |
| Tower Research Capital LLC (TRC) | 4,172 | $686.0K | 0.02% | +3,733+850.3% | Added |
| Squarepoint Ops LLC | 4,043 | $664.0K | 0.01% | +4,043 | New |
| Schonfeld Strategic Advisors LLC | 4,011 | $659.0K | 0.01% | +4,011 | New |
| Capital Wealth Alliance, LLC | 3,983 | $654.0K | 0.46% | −6−0.2% | Reduced |
| Stonegate Investment Group, LLC | 3,900 | $641.0K | 0.03% | +1,540+65.3% | Added |
| Millennium Management LLC | 3,884 | $638.0K | 0.00% | +3,884 | New |
| Manufacturers Life Insurance Company, The | 3,800 | $624.3K | 0.00% | −9−0.2% | Reduced |
| Independent Advisor Alliance | 3,760 | $618.0K | 0.03% | +1,155+44.3% | Added |
| State Board of Administration of Florida Retirement System | 3,576 | $588.0K | 0.00% | +270+8.2% | Added |
| Voya Investment Management LLC | 3,544 | $582.0K | 0.00% | −31−0.9% | Reduced |
| PenderFund Capital Management Ltd. | 2,700 | $571.0K | 0.16% | −300−10.0% | Reduced |
| Creative Planning | 3,400 | $559.0K | 0.00% | +1,929+131.1% | Added |
| Quantitative Investment Management, LLC | 3,335 | $547.0K | 0.08% | +3,335 | New |
| Heritage Investors Management Corp | 3,306 | $543.0K | 0.03% | +37+1.1% | Added |
| Royal Bank of Canada | 3,288 | $539.0K | 0.00% | −741−18.4% | Reduced |
| Avantax Advisory Services, Inc. | 3,022 | $497.0K | 0.01% | +1,421+88.8% | Added |
| Lazard Asset Management LLC | 3,008 | $494.0K | 0.00% | +1,013+50.8% | Added |
| Equitable Holdings, Inc. | 2,959 | $486.0K | 0.01% | −444−13.0% | Reduced |