Skip to main content

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
TSFG, LLC23$4.00K0.00%00.0%Unchanged
Spire Wealth Management26$4.00K0.00%+18+225.0%Added
Glen Eagle Advisors, LLC19$3.12K0.00%+19New
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
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
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
Halpern Financial, Inc.5$8220.00%00.0%Unchanged
Raffa Wealth Management, LLC3$4930.00%00.0%Unchanged
Anchor Investment Management, LLC3$4930.00%00.0%Unchanged
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
Federated Hermes, Inc.1––00.0%Unchanged
Proequities, Inc.0$00.00%−34−100.0%Sold out
CTC LLC0$00.00%−26,695−100.0%Sold out
Johnson Financial Group, LLC0$00.00%−17,325−100.0%Sold out
Axel Capital Management, LLC0$00.00%−14,000−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−12,327−100.0%Sold out
Hartline Investment Corp0$00.00%−8,637−100.0%Sold out
Citadel Advisors LLC0$00.00%−7,023−100.0%Sold out
Storebrand Asset Management AS0$00.00%−5,215−100.0%Sold out
D.A. Davidson & Co.0$00.00%−4,606−100.0%Sold out
Penserra Capital Management LLC0$00.00%−4,033−100.0%Sold out
Sigma Planning Corp0$00.00%−2,040−100.0%Sold out
Natixis0$00.00%−1,981−100.0%Sold out
Janus Henderson Group PLC0$00.00%−1,758−100.0%Sold out
Principal Financial Group Inc0$00.00%−1,707−100.0%Sold out
Duality Advisers, LP0$00.00%−1,528−100.0%Sold out
Nkcfo LLC0$00.00%−1,390−100.0%Sold out
Copperleaf Capital, LLC0$00.00%−1,221−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−1,185−100.0%Sold out
MTM Investment Management, LLC0$00.00%−1,048−100.0%Sold out
Victory Capital Management Inc0$00.00%−1,434−100.0%Sold out
Campion Asset Management LLC0$00.00%−994−100.0%Sold out
Pinnacle Associates Ltd0$00.00%−984−100.0%Sold out
Perennial Investment Advisors, LLC0$00.00%−968−100.0%Sold out
King Wealth0$00.00%−957−100.0%Sold out
Sassicaia Capital Advisers LLC0$00.00%−900−100.0%Sold out
Cetera Advisors LLC0$00.00%−823−100.0%Sold out
Pekin Hardy Strauss, Inc.0$00.00%−812−100.0%Sold out
EagleClaw Capital Managment, LLC0$00.00%−809−100.0%Sold out
Employees Retirement System of Texas0$00.00%−800−100.0%Sold out
STRS Ohio0$00.00%−700−100.0%Sold out
Intergy Private Wealth, LLC0$00.00%−697−100.0%Sold out
Rothschild Investment Corp0$00.00%−600−100.0%Sold out
Silvercrest Asset Management Group LLC0$00.00%−600−100.0%Sold out
Guggenheim Capital LLC0$00.00%−581−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−564−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−534−100.0%Sold out
Lincoln National Corp0$00.00%−526−100.0%Sold out
Paloma Partners Management Co0$00.00%−525−100.0%Sold out
Waldron Private Wealth LLC0$00.00%−521−100.0%Sold out
Procyon Private Wealth Partners, LLC0$00.00%−514−100.0%Sold out
National Asset Management, Inc.0$00.00%−509−100.0%Sold out
Quantamental Technologies LLC0$00.00%−506−100.0%Sold out
Pictet Asset Management SA0$00.00%−500−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−501−100.0%Sold out
Hedges Asset Management LLC0$00.00%−500−100.0%Sold out
Means Investment Co., Inc.0$00.00%−486−100.0%Sold out
Blair William & Co0$00.00%−483−100.0%Sold out
Verus Capital Partners, LLC0$00.00%−788−100.0%Sold out
Financial Advocates Investment Management0$00.00%−474−100.0%Sold out
JustInvest LLC0$00.00%−448−100.0%Sold out
Sumitomo Mitsui DS Asset Management Company, Ltd0$00.00%−447−100.0%Sold out
Xponance, Inc.0$00.00%−447−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−440−100.0%Sold out
Sprott Inc.0$00.00%−434−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−325−100.0%Sold out
Centaurus Financial, Inc.0$00.00%−212−100.0%Sold out
Huntington National Bank0$00.00%−200−100.0%Sold out
Solstein Capital, LLC0$00.00%−188−100.0%Sold out
Prospera Financial Services Inc0$00.00%−163−100.0%Sold out
Hoey Investments, Inc0$00.00%−120−100.0%Sold out
Manchester Capital Management LLC0$00.00%−52−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−31−100.0%Sold out