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, Q3 2022
Institutional positions in Strategy Inc as of Sep 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
- 231
- −5 vs. Q2 2022
- Shares held
- 5.88M
- −437.7K (−6.9%) vs. Q2 2022
- Total value
- $1.25B
- +$200.4M (+19.1%) vs. Q2 2022
- New holders
- 35
- 68 more added
- Sold out
- 40
- 70 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 3 | $0 | 0.00% | −3,005−99.9% | Reduced |
| Harbour Investments, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $637 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7 | $1.00K | 0.00% | −19−73.1% | Reduced |
| TCI Wealth Advisors, Inc. | 3 | $1.00K | 0.00% | −17−85.0% | Reduced |
| Lindbrook Capital, LLC | 6 | $1.00K | 0.00% | −9−60.0% | Reduced |
| Ronald Blue Trust, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Wipfli Financial Advisors LLC, | 5 | $1.00K | 0.00% | +5 | New |
| Halpern Financial, Inc. | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $2.00K | 0.00% | −3−25.0% | Reduced |
| Almanack Investment Partners, LLC. | 10 | $2.00K | 0.00% | +10 | New |
| Harvest Fund Management Co., Ltd | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 13 | $3.00K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $4.00K | 0.00% | −40−67.8% | Reduced |
| Money Concepts Capital Corp | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 19 | $4.03K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 24 | $5.00K | 0.00% | +24 | New |
| Financial Management Professionals, Inc. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $6.00K | 0.00% | +27+675.0% | Added |
| HighMark Wealth Management LLC | 30 | $6.00K | 0.01% | +30 | New |
| Oliver Lagore Vanvalin Investment Group | 35 | $7.00K | 0.00% | −20−36.4% | Reduced |
| Signaturefd, LLC | 33 | $7.00K | 0.00% | −5−13.2% | Reduced |
| Turim 21 Investimentos Ltda. | 35 | $7.00K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 32 | $7.00K | 0.00% | +32 | New |
| Tradition Wealth Management, LLC | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 49 | $10.0K | 0.00% | −30−38.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 49 | $10.0K | 0.00% | +39+390.0% | Added |
| Teachers Retirement System of the State of Kentucky | 48 | $10.0K | 0.00% | +48 | New |
| Migdal Insurance & Financial Holdings Ltd. | 53 | $11.0K | 0.00% | −2−3.6% | Reduced |
| The PNC Financial Services Group, Inc. | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 55 | $12.0K | 0.00% | +55 | New |
| Larson Financial Group LLC | 74 | $16.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 83 | $18.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 93 | $20.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 97 | $21.0K | 0.00% | +9+10.2% | Added |
| Banque Cantonale Vaudoise | 107 | $23.0K | 0.00% | −46−30.1% | Reduced |
| Heritage Wealth Management, LLC | 108 | $23.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 119 | $25.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 127 | $27.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 128 | $31.0K | 0.00% | −1,608−92.6% | Reduced |
| Washington Trust Co | 144 | $31.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 150 | $32.0K | 0.00% | +24+19.0% | Added |
| Credit Agricole S A | 170 | $36.0K | 0.00% | +55+47.8% | Added |
| Ci Investments Inc. | 175 | $37.0K | 0.00% | +7+4.2% | Added |
| US Bancorp | 198 | $42.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 250 | $53.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 268 | $57.0K | 0.00% | −64−19.3% | Reduced |
| Fifth Third Bancorp | 286 | $61.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 320 | $68.0K | 0.00% | −9−2.7% | Reduced |
| Close Asset Management Ltd | 339 | $72.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 237 | $76.0K | 0.00% | −120−33.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 301 | $87.0K | 0.12% | −150−33.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 441 | $93.0K | 0.00% | +31+7.6% | Added |
| FMR LLC | 445 | $94.0K | 0.00% | +62+16.2% | Added |
| Monolith Advisors | 490 | $104.0K | 0.12% | −300−38.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 498 | $106.0K | 0.06% | −20−3.9% | Reduced |
| Shell Asset Management Co | 516 | $110.0K | 0.00% | −65−11.2% | Reduced |
| Metropolitan Life Insurance Co | 583 | $123.7K | 0.01% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 630 | $134.0K | 0.00% | −61−8.8% | Reduced |
| Tobam | 632 | $134.0K | 0.01% | +486+332.9% | Added |
| Bank of Montreal | 615 | $136.0K | 0.00% | −787−56.1% | Reduced |
| Belvedere Trading LLC | 547 | $147.0K | 0.16% | +547 | New |
| Aquatic Capital Management LLC | 700 | $149.0K | 0.01% | +400+133.3% | Added |
| Ameritas Investment Partners, Inc. | 729 | $154.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 885 | $188.0K | 0.01% | +885 | New |
| Geneos Wealth Management Inc. | 945 | $200.0K | 0.01% | −30−3.1% | Reduced |
| Hilltop Holdings Inc. | 941 | $200.0K | 0.03% | +941 | New |
| Ground Swell Capital, LLC | 947 | $201.0K | 0.57% | +947 | New |
| Perennial Investment Advisors, LLC | 968 | $205.0K | 0.09% | +968 | New |
| MTM Investment Management, LLC | 964 | $205.0K | 0.12% | +964 | New |
| CWM Advisors, LLC | 971 | $206.0K | 0.03% | −321−24.8% | Reduced |
| King Wealth | 974 | $207.0K | 0.05% | +974 | New |
| Pinnacle Associates Ltd | 984 | $209.0K | 0.00% | +984 | New |
| Campion Asset Management LLC | 994 | $211.0K | 0.22% | +994 | New |
| Blair William & Co | 1,029 | $218.0K | 0.00% | +1,029 | New |
| Atria Wealth Solutions, Inc. | 1,046 | $222.0K | 0.00% | +1,046 | New |
| Victory Capital Management Inc | 1,061 | $225.0K | 0.00% | +1,061 | New |
| Chicago Partners Investment Group LLC | 869 | $232.0K | 0.02% | −30−3.3% | Reduced |
| Ambassador Advisors, LLC | 1,101 | $234.0K | 0.06% | −225−17.0% | Reduced |
| Public Employees Retirement Association of Colorado | 1,166 | $247.0K | 0.00% | 00.0% | Unchanged |