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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

Q3 2022 vs. Q2 2022

How the institutions holding Strategy Inc changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of MSTR: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders2382231−5
Shares6.32M1.58K5.88M−437.7K (−6.9%)
Value$1.05B$260.0K$1.25B+$200.4M (+19.1%)

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held Strategy Inc at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to MSTR in Q3 2022
InstitutionSharesValue% of portfolio
Capital Research Global Investors56,128$11.9M0.00%
HRT Financial LP14,123$3.00M0.03%
Natixis9,147$2.01M0.01%
Susquehanna Fundamental Investments, LLC9,100$1.93M0.03%
Johnson Financial Group, LLC8,010$1.70M0.23%
ExodusPoint Capital Management, LP7,543$1.60M0.02%
FORA Capital, LLC3,575$759.0K0.15%
Kestra Advisory Services, LLC3,396$721.0K0.01%
Parallax Volatility Advisers, L.P.2,795$593.0K0.01%
Kettle Hill Capital Management, LLC2,449$520.0K0.12%
Two Sigma Securities, LLC1,941$412.0K0.06%
Gsa Capital Partners LLP1,426$303.0K0.04%
EagleClaw Capital Managment, LLC1,347$286.0K0.08%
Quantamental Technologies LLC1,237$263.0K0.10%
Principal Financial Group Inc1,210$257.0K0.00%
Victory Capital Management Inc1,061$225.0K0.00%
Atria Wealth Solutions, Inc.1,046$222.0K0.00%
Blair William & Co1,029$218.0K0.00%
Campion Asset Management LLC994$211.0K0.22%
Pinnacle Associates Ltd984$209.0K0.00%
King Wealth974$207.0K0.05%
Perennial Investment Advisors, LLC968$205.0K0.09%
MTM Investment Management, LLC964$205.0K0.12%
Ground Swell Capital, LLC947$201.0K0.57%
Hilltop Holdings Inc.941$200.0K0.03%
Point72 Hong Kong Ltd885$188.0K0.01%
Belvedere Trading LLC547$147.0K0.16%
Hoey Investments, Inc55$12.0K0.00%
Teachers Retirement System of the State of Kentucky48$10.0K0.00%
Ancora Advisors, LLC32$7.00K0.00%
HighMark Wealth Management LLC30$6.00K0.01%
SRS Capital Advisors, Inc.24$5.00K0.00%
Almanack Investment Partners, LLC.10$2.00K0.00%
Private Ocean, LLC7$1.00K0.00%
Wipfli Financial Advisors LLC,5$1.00K0.00%

Sold out (40)

Institutions that held Strategy Inc at the end of Q2 2022 and filed for Q3 2022 without it.

Not filed for Q3 2022 yet (2)

Institutions that held Strategy Inc at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSTR in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Frontier Wealth Management LLC1,479$243.0K
US Asset Management LLC105$17.0K