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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, 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.

Institutional holdersQ2 2022: 238 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 heldQ2 2022: $1.05B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2022.

Institutions holding MSTR in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Twin Tree Management, LP2$00.00%−1,248−99.8%Reduced
Western Pacific Wealth Management, LP5$00.00%00.0%Unchanged
Bessemer Group Inc2$00.00%00.0%Unchanged
American Research & Management Co.2$00.00%00.0%Unchanged
JFS Wealth Advisors, LLC2$00.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4$00.00%00.0%Unchanged
Versant Capital Management, Inc3$00.00%00.0%Unchanged
Quadrant Capital Group LLC1$00.00%00.0%Unchanged
Harbour Investments, Inc.2$00.00%+2New
Bell Investment Advisors, Inc2$00.00%+2New
Raffa Wealth Management, LLC3$4930.00%00.0%Unchanged
Anchor Investment Management, LLC3$4930.00%00.0%Unchanged
Halpern Financial, Inc.5$8220.00%00.0%Unchanged
Meeder Asset Management Inc8$1.00K0.00%+1+14.3%Added
Institutional & Family Asset Management, LLC5$1.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC5$1.00K0.00%00.0%Unchanged
Pacer Advisors, Inc.6$1.00K0.00%+6New
Truvestments Capital LLC7$1.00K0.00%+7New
PYA Waltman Capital, LLC15$2.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd13$2.00K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC13$2.00K0.02%00.0%Unchanged
Northwestern Mutual Wealth Management Co10$2.00K0.00%00.0%Unchanged
Retirement Group, LLC10$2.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC15$2.00K0.00%+13+650.0%Added
CX Institutional10$2.00K0.00%+10New
Hexagon Capital Partners LLC12$2.00K0.00%+12New
Ronald Blue Trust, Inc.5$2.00K0.00%+5New
Tyler-Stone Wealth Management15$2.00K0.00%+15New
Money Concepts Capital Corp20$3.00K0.00%00.0%Unchanged
Surevest, LLC20$3.00K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton21$3.00K0.00%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd16$3.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.20$3.00K0.00%+20New
CoreCap Advisors, LLC18$3.00K0.00%+18New
Glen Eagle Advisors, LLC19$3.12K0.00%+19New
Elequin Capital LP27$4.00K0.00%−68−71.6%Reduced
TSFG, LLC23$4.00K0.00%00.0%Unchanged
Spire Wealth Management26$4.00K0.00%+18+225.0%Added
WR Wealth Planners, LLC29$4.76K0.00%00.0%Unchanged
Financial Management Professionals, Inc.30$5.00K0.00%+20+200.0%Added
Global Retirement Partners, LLC28$5.00K0.00%00.0%Unchanged
Signaturefd, LLC38$6.00K0.00%−4−9.5%Reduced
Tradition Wealth Management, LLC39$6.00K0.00%00.0%Unchanged
Turim 21 Investimentos Ltda.35$6.00K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC37$6.00K0.00%+37New
Total Clarity Wealth Management, Inc.40$7.00K0.00%+40New
The PNC Financial Services Group, Inc.50$8.00K0.00%−4−7.4%Reduced
Fortis Advisors, LLC50$8.00K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group55$9.00K0.01%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.55$9.00K0.00%+25+83.3%Added
Covestor Ltd59$9.00K0.01%+39+195.0%Added
Larson Financial Group LLC74$12.0K0.00%00.0%Unchanged
Atwood & Palmer Inc73$12.0K0.00%+73New
Parallel Advisors, LLC79$13.0K0.00%−130−62.2%Reduced
Rational Advisors LLC88$14.0K0.00%+17+23.9%Added
AdvisorNet Financial, Inc83$14.0K0.00%+17+25.8%Added
Glassman Wealth Services93$15.0K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.100$16.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC100$16.0K0.00%00.0%Unchanged
Compagnie Lombard Odier SCmA100$16.0K0.00%+50+100.0%Added
US Asset Management LLC105$17.0K0.02%+2+1.9%Added
Heritage Wealth Management, LLC108$17.7K0.01%00.0%Unchanged
Credit Agricole S A115$19.0K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec119$19.6K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio126$21.0K0.00%+25+24.8%Added
Central Trust Co127$21.0K0.00%+127New
Tobam146$24.0K0.00%−256−63.7%Reduced
Washington Trust Co144$24.0K0.00%00.0%Unchanged
Banque Cantonale Vaudoise153$25.0K0.00%00.0%Unchanged
Ci Investments Inc.168$28.0K0.00%+168New
US Bancorp198$33.0K0.00%+138+230.0%Added
Avion Wealth201$33.0K0.01%+201New
Sterling Investment Advisors, Ltd.248$41.0K0.01%00.0%Unchanged
Cutler Group LP250$41.0K0.01%+250New
IFP Advisors, Inc311$45.0K0.00%−272−46.7%Reduced
Fifth Third Bancorp286$47.0K0.00%+164+134.4%Added
Nisa Investment Advisors, LLC300$49.0K0.00%−291−49.2%Reduced
Aquatic Capital Management LLC300$49.0K0.02%+300New
Allworth Financial LP329$54.0K0.00%−216−39.6%Reduced
CWM, LLC332$55.0K0.00%+57+20.7%Added
Close Asset Management Ltd339$56.0K0.00%−67−16.5%Reduced
Macquarie Group Ltd357$59.0K0.00%+120+50.6%Added
FMR LLC383$63.0K0.00%+110+40.3%Added
Sculptor Capital LP400$66.0K0.00%+400New
Allspring Global Investments Holdings, LLC410$67.0K0.00%−2,943−87.8%Reduced
Great West Life Assurance Co424$70.0K0.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd451$74.0K0.10%+451New
Newbridge Financial Services Group, Inc.518$85.0K0.05%+34+7.0%Added
Neo Ivy Capital Management551$90.0K0.24%+551New
Shell Asset Management Co581$95.0K0.00%+2+0.3%Added
Metropolitan Life Insurance Co583$95.8K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.729$119.0K0.01%00.0%Unchanged
ETF Managers Group, LLC691$124.0K0.00%−44−6.0%Reduced
Captrust Financial Advisors768$126.0K0.00%−22−2.8%Reduced
Wolverine Asset Management LLC777$127.0K0.00%+777New
Monolith Advisors790$130.0K0.14%+720+1,028.6%Added
SG Americas Securities, LLC801$132.0K0.00%−900−52.9%Reduced
CenterStar Asset Management, LLC–$146.0K0.16%–New
Geneos Wealth Management Inc.975$162.0K0.01%+67+7.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)1,032$170.0K0.00%+9+0.9%Added