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 |
|---|---|---|---|---|---|
| Bellecapital International Ltd. | 2,933 | $482.0K | 0.13% | +2,933 | New |
| Raymond James Financial Services Advisors, Inc. | 2,863 | $470.0K | 0.00% | −147−4.9% | Reduced |
| Arizona State Retirement System | 2,526 | $415.0K | 0.00% | +257+11.3% | Added |
| American Portfolios Advisors | 2,510 | $412.4K | 0.02% | +1,100+78.0% | Added |
| Prudential Financial Inc | 1,675 | $403.0K | 0.00% | +980+141.0% | Added |
| Algert Global LLC | 2,381 | $391.0K | 0.03% | +270+12.8% | Added |
| LCM Capital Management Inc | 2,253 | $370.0K | 0.36% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 2,203 | $362.0K | 0.01% | +1,135+106.3% | Added |
| Cubist Systematic Strategies, LLC | 2,200 | $361.0K | 0.00% | +1,277+138.4% | Added |
| Amundi | 1,736 | $355.0K | 0.00% | +445+34.5% | 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 |
| Rockefeller Capital Management L.P. | 2,030 | $333.0K | 0.00% | +650+47.1% | Added |
| National Bank of Canada | 2,022 | $332.0K | 0.00% | +6+0.3% | Added |
| Nomura Holdings Inc | 1,900 | $317.0K | 0.00% | +949+99.8% | Added |
| Moors & Cabot, Inc. | 1,869 | $307.0K | 0.02% | +306+19.6% | Added |
| Harbor Capital Advisors, Inc. | 1,824 | $300.0K | 0.23% | −3,851−67.9% | Reduced |
| First Republic Investment Management, Inc. | 1,813 | $298.0K | 0.00% | −11,019−85.9% | Reduced |
| Bank of Montreal | 1,402 | $280.0K | 0.00% | +1,402 | New |
| Holocene Advisors, LP | 1,693 | $278.0K | 0.00% | +1,693 | New |
| Chicago Partners Investment Group LLC | 899 | $257.0K | 0.02% | +899 | New |
| Aveo Capital Partners, LLC | 1,511 | $248.0K | 0.04% | +1,511 | New |
| ProShare Advisors LLC | 1,501 | $247.0K | 0.00% | −867−36.6% | Reduced |
| Handelsbanken Fonder AB | 1,486 | $244.0K | 0.00% | +400+36.8% | Added |
| Frontier Wealth Management LLC | 1,479 | $243.0K | 0.02% | +1,479 | New |
| Dowling & Yahnke LLC | 1,406 | $231.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,367 | $225.0K | 0.00% | −125−8.4% | 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 |
| Tegean Capital Management, LLC | 1,300 | $214.0K | 0.01% | −18,700−93.5% | 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 |
| Leonteq Securities AG | 1,285 | $211.1K | 0.01% | −194−13.1% | Reduced |
| Vident Investment Advisory, LLC | 1,292 | $209.0K | 0.01% | +573+79.7% | Added |
| HSBC Holdings PLC | 1,251 | $208.0K | 0.00% | −281−18.3% | Reduced |
| Los Angeles Capital Management LLC | 1,246 | $205.0K | 0.00% | −28−2.2% | Reduced |
| Public Employees Retirement Association of Colorado | 1,166 | $192.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,032 | $170.0K | 0.00% | +9+0.9% | Added |
| Geneos Wealth Management Inc. | 975 | $162.0K | 0.01% | +67+7.4% | Added |
| CenterStar Asset Management, LLC | – | $146.0K | 0.16% | – | New |
| SG Americas Securities, LLC | 801 | $132.0K | 0.00% | −900−52.9% | Reduced |
| Monolith Advisors | 790 | $130.0K | 0.14% | +720+1,028.6% | Added |
| Wolverine Asset Management LLC | 777 | $127.0K | 0.00% | +777 | New |
| Captrust Financial Advisors | 768 | $126.0K | 0.00% | −22−2.8% | Reduced |
| ETF Managers Group, LLC | 691 | $124.0K | 0.00% | −44−6.0% | Reduced |
| Ameritas Investment Partners, Inc. | 729 | $119.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 583 | $95.8K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 581 | $95.0K | 0.00% | +2+0.3% | Added |
| Neo Ivy Capital Management | 551 | $90.0K | 0.24% | +551 | New |
| Newbridge Financial Services Group, Inc. | 518 | $85.0K | 0.05% | +34+7.0% | Added |
| Gordian Capital Singapore Pte Ltd | 451 | $74.0K | 0.10% | +451 | New |
| Great West Life Assurance Co | 424 | $70.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 410 | $67.0K | 0.00% | −2,943−87.8% | Reduced |
| Sculptor Capital LP | 400 | $66.0K | 0.00% | +400 | New |
| FMR LLC | 383 | $63.0K | 0.00% | +110+40.3% | Added |
| Macquarie Group Ltd | 357 | $59.0K | 0.00% | +120+50.6% | Added |
| Close Asset Management Ltd | 339 | $56.0K | 0.00% | −67−16.5% | Reduced |
| CWM, LLC | 332 | $55.0K | 0.00% | +57+20.7% | Added |
| Allworth Financial LP | 329 | $54.0K | 0.00% | −216−39.6% | Reduced |
| Nisa Investment Advisors, LLC | 300 | $49.0K | 0.00% | −291−49.2% | Reduced |
| Aquatic Capital Management LLC | 300 | $49.0K | 0.02% | +300 | New |
| Fifth Third Bancorp | 286 | $47.0K | 0.00% | +164+134.4% | Added |
| IFP Advisors, Inc | 311 | $45.0K | 0.00% | −272−46.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 248 | $41.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 250 | $41.0K | 0.01% | +250 | New |
| US Bancorp | 198 | $33.0K | 0.00% | +138+230.0% | Added |
| Avion Wealth | 201 | $33.0K | 0.01% | +201 | New |
| Ci Investments Inc. | 168 | $28.0K | 0.00% | +168 | New |
| Banque Cantonale Vaudoise | 153 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 146 | $24.0K | 0.00% | −256−63.7% | Reduced |
| Washington Trust Co | 144 | $24.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 126 | $21.0K | 0.00% | +25+24.8% | Added |
| Central Trust Co | 127 | $21.0K | 0.00% | +127 | New |
| Federation des caisses Desjardins du Quebec | 119 | $19.6K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 115 | $19.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 108 | $17.7K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 105 | $17.0K | 0.02% | +2+1.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 100 | $16.0K | 0.00% | +50+100.0% | Added |
| Glassman Wealth Services | 93 | $15.0K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 88 | $14.0K | 0.00% | +17+23.9% | Added |
| AdvisorNet Financial, Inc | 83 | $14.0K | 0.00% | +17+25.8% | Added |
| Parallel Advisors, LLC | 79 | $13.0K | 0.00% | −130−62.2% | Reduced |
| Larson Financial Group LLC | 74 | $12.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 73 | $12.0K | 0.00% | +73 | New |
| Oliver Lagore Vanvalin Investment Group | 55 | $9.00K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 55 | $9.00K | 0.00% | +25+83.3% | Added |
| Covestor Ltd | 59 | $9.00K | 0.01% | +39+195.0% | Added |
| The PNC Financial Services Group, Inc. | 50 | $8.00K | 0.00% | −4−7.4% | Reduced |
| Fortis Advisors, LLC | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 40 | $7.00K | 0.00% | +40 | New |
| Signaturefd, LLC | 38 | $6.00K | 0.00% | −4−9.5% | Reduced |
| Tradition Wealth Management, LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 35 | $6.00K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 37 | $6.00K | 0.00% | +37 | New |
| Financial Management Professionals, Inc. | 30 | $5.00K | 0.00% | +20+200.0% | Added |
| Global Retirement Partners, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 29 | $4.76K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 27 | $4.00K | 0.00% | −68−71.6% | Reduced |