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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 19 | $4.03K | 0.00% | 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 |
| 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 |
| 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 |
| Halpern Financial, Inc. | 5 | $1.06K | 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 |
| Raffa Wealth Management, LLC | 3 | $637 | 0.00% | 00.0% | Unchanged |
| 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 |
| Federated Hermes, Inc. | 1 | – | – | 00.0% | Unchanged |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −28,615−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −16,137−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −15,225−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −12,153−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −9,354−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,262−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,514−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,043−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,335−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −2,959−100.0% | Sold out |
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −2,933−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,824−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,693−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −1,511−100.0% | Sold out |
| Tegean Capital Management, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,292−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,246−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| American Research & Management Co. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Frontier Wealth Management LLC | – | – | – | – | Not filed |
| US Asset Management LLC | – | – | – | – | Not filed |