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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 1,166 | $192.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,246 | $205.0K | 0.00% | −28−2.2% | Reduced |
| HSBC Holdings PLC | 1,251 | $208.0K | 0.00% | −281−18.3% | Reduced |
| Vident Investment Advisory, LLC | 1,292 | $209.0K | 0.01% | +573+79.7% | Added |
| Leonteq Securities AG | 1,285 | $211.1K | 0.01% | −194−13.1% | Reduced |
| Teacher Retirement System of Texas | 1,293 | $212.0K | 0.00% | −428−24.9% | Reduced |
| CWM Advisors, LLC | 1,292 | $212.0K | 0.03% | +798+161.5% | Added |
| Tegean Capital Management, LLC | 1,300 | $214.0K | 0.01% | −18,700−93.5% | Reduced |
| Wedbush Securities Inc | 1,324 | $218.0K | 0.01% | −342−20.5% | Reduced |
| Ambassador Advisors, LLC | 1,326 | $218.0K | 0.05% | +900+211.3% | Added |
| Amalgamated Bank | 1,367 | $225.0K | 0.00% | −125−8.4% | Reduced |
| Dowling & Yahnke LLC | 1,406 | $231.0K | 0.01% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 1,479 | $243.0K | 0.02% | +1,479 | New |
| Handelsbanken Fonder AB | 1,486 | $244.0K | 0.00% | +400+36.8% | Added |
| ProShare Advisors LLC | 1,501 | $247.0K | 0.00% | −867−36.6% | Reduced |
| Aveo Capital Partners, LLC | 1,511 | $248.0K | 0.04% | +1,511 | New |
| Chicago Partners Investment Group LLC | 899 | $257.0K | 0.02% | +899 | New |
| Holocene Advisors, LP | 1,693 | $278.0K | 0.00% | +1,693 | New |
| Bank of Montreal | 1,402 | $280.0K | 0.00% | +1,402 | New |
| First Republic Investment Management, Inc. | 1,813 | $298.0K | 0.00% | −11,019−85.9% | Reduced |
| Harbor Capital Advisors, Inc. | 1,824 | $300.0K | 0.23% | −3,851−67.9% | Reduced |
| Moors & Cabot, Inc. | 1,869 | $307.0K | 0.02% | +306+19.6% | Added |
| Nomura Holdings Inc | 1,900 | $317.0K | 0.00% | +949+99.8% | Added |
| National Bank of Canada | 2,022 | $332.0K | 0.00% | +6+0.3% | Added |
| Rockefeller Capital Management L.P. | 2,030 | $333.0K | 0.00% | +650+47.1% | Added |
| Simplex Trading, LLC | 2,091 | $343.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 1,845 | $343.0K | 0.00% | −149−7.5% | Reduced |
| Amundi | 1,736 | $355.0K | 0.00% | +445+34.5% | Added |
| Cubist Systematic Strategies, LLC | 2,200 | $361.0K | 0.00% | +1,277+138.4% | Added |
| Tudor Investment Corp Et Al | 2,203 | $362.0K | 0.01% | +1,135+106.3% | Added |
| LCM Capital Management Inc | 2,253 | $370.0K | 0.36% | 00.0% | Unchanged |
| Algert Global LLC | 2,381 | $391.0K | 0.03% | +270+12.8% | Added |
| Prudential Financial Inc | 1,675 | $403.0K | 0.00% | +980+141.0% | Added |
| American Portfolios Advisors | 2,510 | $412.4K | 0.02% | +1,100+78.0% | Added |
| Arizona State Retirement System | 2,526 | $415.0K | 0.00% | +257+11.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,863 | $470.0K | 0.00% | −147−4.9% | Reduced |
| Bellecapital International Ltd. | 2,933 | $482.0K | 0.13% | +2,933 | New |
| Equitable Holdings, Inc. | 2,959 | $486.0K | 0.01% | −444−13.0% | Reduced |
| Lazard Asset Management LLC | 3,008 | $494.0K | 0.00% | +1,013+50.8% | Added |
| Avantax Advisory Services, Inc. | 3,022 | $497.0K | 0.01% | +1,421+88.8% | Added |
| Royal Bank of Canada | 3,288 | $539.0K | 0.00% | −741−18.4% | Reduced |
| Heritage Investors Management Corp | 3,306 | $543.0K | 0.03% | +37+1.1% | Added |
| Quantitative Investment Management, LLC | 3,335 | $547.0K | 0.08% | +3,335 | New |
| Creative Planning | 3,400 | $559.0K | 0.00% | +1,929+131.1% | Added |
| PenderFund Capital Management Ltd. | 2,700 | $571.0K | 0.16% | −300−10.0% | Reduced |
| Voya Investment Management LLC | 3,544 | $582.0K | 0.00% | −31−0.9% | Reduced |
| State Board of Administration of Florida Retirement System | 3,576 | $588.0K | 0.00% | +270+8.2% | Added |
| Independent Advisor Alliance | 3,760 | $618.0K | 0.03% | +1,155+44.3% | Added |
| Manufacturers Life Insurance Company, The | 3,800 | $624.3K | 0.00% | −9−0.2% | Reduced |
| Millennium Management LLC | 3,884 | $638.0K | 0.00% | +3,884 | New |
| Stonegate Investment Group, LLC | 3,900 | $641.0K | 0.03% | +1,540+65.3% | Added |
| Capital Wealth Alliance, LLC | 3,983 | $654.0K | 0.46% | −6−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,011 | $659.0K | 0.01% | +4,011 | New |
| Squarepoint Ops LLC | 4,043 | $664.0K | 0.01% | +4,043 | New |
| Tower Research Capital LLC (TRC) | 4,172 | $686.0K | 0.02% | +3,733+850.3% | Added |
| Longitude (Cayman) Ltd. | 4,200 | $690.0K | 1.39% | +4,200 | New |
| AE Wealth Management LLC | 4,295 | $706.0K | 0.01% | +2,545+145.4% | Added |
| American International Group, Inc. | 4,404 | $724.0K | 0.00% | −265−5.7% | Reduced |
| Eschler Asset Management LLP | 4,450 | $731.0K | 1.49% | +4,450 | New |
| Coastal Investment Advisors, Inc. | 4,815 | $803.0K | 0.20% | −493−9.3% | Reduced |
| Stifel Financial Corp | 4,922 | $809.0K | 0.00% | −164−3.2% | Reduced |
| MetLife Investment Management | 4,978 | $817.9K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 5,140 | $844.0K | 0.00% | −10,484−67.1% | Reduced |
| Walleye Trading LLC | 5,241 | $861.0K | 0.02% | +2,004+61.9% | Added |
| Private Advisor Group, LLC | 5,292 | $869.0K | 0.01% | −24−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 5,430 | $892.0K | 0.00% | +3,510+182.8% | Added |
| Wellington Management Group LLP | 5,446 | $895.0K | 0.00% | −3,944−42.0% | Reduced |
| Financial Sense Advisors, Inc. | 5,595 | $919.0K | 0.34% | +5,595 | New |
| Price T Rowe Associates Inc | 5,638 | $926.0K | 0.00% | +194+3.6% | Added |
| MML Investors Services, LLC | 5,770 | $948.0K | 0.01% | +3,039+111.3% | Added |
| Wolverine Trading, LLC | 5,514 | $991.0K | 0.03% | +2,153+64.1% | Added |
| UBS Group AG | 6,106 | $1.00M | 0.00% | −5,567−47.7% | Reduced |
| Engineers Gate Manager LP | 6,262 | $1.03M | 0.04% | +6,262 | New |
| Blueshift Asset Management, LLC | 6,726 | $1.10M | 0.18% | +6,726 | New |
| Ameriprise Financial Inc | 6,878 | $1.13M | 0.00% | +2,950+75.1% | Added |
| Deutsche Bank AG | 6,909 | $1.14M | 0.00% | −172−2.4% | Reduced |
| Commonwealth Equity Services, LLC | 6,930 | $1.14M | 0.00% | +757+12.3% | Added |
| New York State Common Retirement Fund | 7,054 | $1.16M | 0.00% | +56+0.8% | Added |
| Acorn Financial Advisory Services Inc | 7,781 | $1.28M | 0.30% | −1,385−15.1% | Reduced |
| Legal & General Group Plc | 8,213 | $1.35M | 0.00% | +10+0.1% | Added |
| Raymond James & Associates | 8,413 | $1.38M | 0.00% | −654−7.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,526 | $1.40M | 0.01% | +2,445+40.2% | Added |
| BNP Paribas Arbitrage, SA | 9,354 | $1.54M | 0.00% | +3,914+71.9% | Added |
| HighTower Advisors, LLC | 9,743 | $1.56M | 0.00% | +5,131+111.3% | Added |
| UBS Asset Management Americas Inc | 10,271 | $1.69M | 0.00% | +278+2.8% | Added |
| Hobart Private Capital, LLC | 10,464 | $1.72M | 0.80% | +2,752+35.7% | Added |
| D. E. Shaw & Co., Inc. | 10,635 | $1.75M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 11,205 | $1.84M | 0.01% | +4,514+67.5% | Added |
| United Capital Financial Advisers, LLC | 11,441 | $1.88M | 0.01% | +306+2.7% | Added |
| California State Teachers Retirement System | 11,979 | $1.97M | 0.00% | +804+7.2% | Added |
| Advisor Resource Council | 12,153 | $2.00M | 0.19% | +12,153 | New |
| SRN Advisors, LLC | 12,409 | $2.04M | 1.42% | +2,251+22.2% | Added |
| Accuvest Global Advisors | 12,815 | $2.11M | 1.36% | +12,815 | New |
| State of Wisconsin Investment Board | 13,044 | $2.14M | 0.01% | +2,844+27.9% | Added |
| Rhumbline Advisers | 13,464 | $2.21M | 0.00% | +2,654+24.6% | Added |
| Alliancebernstein L.P. | 14,413 | $2.37M | 0.00% | −3,046−17.4% | Reduced |
| BIT Capital GmbH | 15,085 | $2.48M | 0.36% | +7,892+109.7% | Added |
| Norges Bank | 15,225 | $2.50M | 0.00% | −95,914−86.3% | Reduced |
| 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 |