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, Q4 2022
Institutional positions in Strategy Inc as of Dec 31, 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
- 212
- −13 vs. Q3 2022
- Shares held
- 5.74M
- −110.2K (−1.9%) vs. Q3 2022
- Total value
- $812.8M
- −$428.5M (−34.5%) vs. Q3 2022
- New holders
- 37
- 69 more added
- Sold out
- 50
- 64 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 1,539,148 | $217.9M | 0.06% | +154,149+11.1% | Added |
| Vanguard Group Inc | 926,342 | $131.1M | 0.00% | +28,435+3.2% | Added |
| BlackRock Inc. | 722,269 | $102.3M | 0.00% | +21,478+3.1% | Added |
| Morgan Stanley | 253,645 | $35.9M | 0.00% | +16,518+7.0% | Added |
| State Street Corp | 207,480 | $29.4M | 0.00% | −2,481−1.2% | Reduced |
| Geode Capital Management, LLC | 177,310 | $25.1M | 0.00% | +5,075+2.9% | Added |
| Capital World Investors | 123,100 | $17.4M | 0.00% | −148,600−54.7% | Reduced |
| FMR LLC | 97,199 | $13.8M | 0.00% | +96,754+21,742.5% | Added |
| Toroso Investments, LLC | 94,634 | $13.4M | 0.51% | −13,134−12.2% | Reduced |
| Antara Capital LP | 88,800 | $12.6M | 1.52% | +88,800 | New |
| Bank of America Corp | 86,147 | $12.2M | 0.00% | +77,490+895.1% | Added |
| Charles Schwab Investment Management Inc | 85,944 | $12.2M | 0.00% | +5,573+6.9% | Added |
| Invesco Ltd. | 85,744 | $12.1M | 0.00% | −2,113−2.4% | Reduced |
| Northern Trust Corp | 85,454 | $12.1M | 0.00% | −3,403−3.8% | Reduced |
| Goldman Sachs Group Inc | 71,647 | $10.1M | 0.00% | +255+0.4% | Added |
| Renaissance Technologies LLC | 63,600 | $9.00M | 0.01% | −219,600−77.5% | Reduced |
| QVT Financial LP | 46,824 | $6.63M | 0.39% | +30,359+184.4% | Added |
| Citigroup Inc | 46,528 | $6.59M | 0.01% | +43,626+1,503.3% | Added |
| Bank of New York Mellon Corp | 40,783 | $5.77M | 0.00% | −609−1.5% | Reduced |
| Barclays PLC | 40,203 | $5.69M | 0.00% | +10,705+36.3% | Added |
| Advisor Group Holdings, Inc. | 34,659 | $4.91M | 0.01% | −2,196−6.0% | Reduced |
| Capital Research Global Investors | 29,004 | $4.11M | 0.00% | −27,124−48.3% | Reduced |
| Twinbeech Capital LP | 26,705 | $3.78M | 0.07% | +26,705 | New |
| Nuveen Asset Management, LLC | 25,970 | $3.68M | 0.00% | −2,764−9.6% | Reduced |
| Wells Fargo & Company | 25,735 | $3.64M | 0.00% | +2,574+11.1% | Added |
| Accuvest Global Advisors | 25,630 | $3.63M | 1.20% | +12,815+100.0% | Added |
| LPL Financial LLC | 25,017 | $3.54M | 0.00% | −2,237−8.2% | Reduced |
| Eminence Capital, LP | 25,000 | $3.54M | 0.07% | +25,000 | New |
| Swiss National Bank | 22,500 | $3.19M | 0.00% | +400+1.8% | Added |
| Two Sigma Advisers, LP | 22,000 | $3.11M | 0.01% | −108,100−83.1% | Reduced |
| IMC-Chicago, LLC | 21,520 | $3.05M | 0.67% | +21,520 | New |
| Exchange Traded Concepts, LLC | 21,175 | $3.00M | 0.09% | −11,381−35.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 19,911 | $2.82M | 0.05% | +842+4.4% | Added |
| Parallax Volatility Advisers, L.P. | 18,624 | $2.64M | 0.07% | +15,829+566.3% | Added |
| JPMorgan Chase & Co | 17,687 | $2.50M | 0.00% | +514+3.0% | Added |
| California Public Employees Retirement System | 17,275 | $2.45M | 0.00% | −2,754−13.8% | Reduced |
| First Trust Advisors LP | 17,169 | $2.43M | 0.00% | +1,475+9.4% | Added |
| Johnson Financial Group, LLC | 15,510 | $2.20M | 0.38% | +7,500+93.6% | Added |
| Rhumbline Advisers | 15,059 | $2.13M | 0.00% | +559+3.9% | Added |
| Credit Suisse AG | 14,395 | $2.04M | 0.00% | −4,785−24.9% | Reduced |
| Jane Street Group, LLC | 13,216 | $1.87M | 0.00% | −32,164−70.9% | Reduced |
| Van Eck Associates Corp | 12,346 | $1.75M | 0.00% | −3,574−22.4% | Reduced |
| California State Teachers Retirement System | 11,874 | $1.68M | 0.00% | +127+1.1% | Added |
| Alliancebernstein L.P. | 11,119 | $1.57M | 0.00% | −3,305−22.9% | Reduced |
| Commonwealth Equity Services, LLC | 11,014 | $1.56M | 0.00% | +3,816+53.0% | Added |
| PEAK6 Investments LLC | 10,953 | $1.55M | 0.09% | −717−6.1% | Reduced |
| United Capital Financial Advisers, LLC | 10,563 | $1.50M | 0.01% | −733−6.5% | Reduced |
| UBS Asset Management Americas Inc | 10,464 | $1.48M | 0.00% | +1,914+22.4% | Added |
| Prelude Capital Management, LLC | 10,013 | $1.42M | 0.09% | +10,013 | New |
| Cambridge Investment Research Advisors, Inc. | 9,522 | $1.35M | 0.01% | +457+5.0% | Added |
| BNP Paribas Arbitrage, SA | 9,433 | $1.34M | 0.00% | +9,433 | New |
| Legal & General Group Plc | 8,485 | $1.20M | 0.00% | +74+0.9% | Added |
| Hobart Private Capital, LLC | 8,260 | $1.17M | 0.79% | +333+4.2% | Added |
| Sculptor Capital LP | 8,200 | $1.16M | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,063 | $1.14M | 0.00% | −576−6.7% | Reduced |
| New York State Common Retirement Fund | 7,459 | $1.06M | 0.00% | +394+5.6% | Added |
| Raymond James & Associates | 7,273 | $1.03M | 0.00% | −941−11.5% | Reduced |
| AE Wealth Management LLC | 7,189 | $1.02M | 0.01% | −560−7.2% | Reduced |
| Acorn Financial Advisory Services Inc | 6,968 | $986.5K | 0.21% | +697+11.1% | Added |
| Ameriprise Financial Inc | 6,919 | $980.0K | 0.00% | −3,206−31.7% | Reduced |
| HighTower Advisors, LLC | 6,840 | $962.0K | 0.00% | −2,207−24.4% | Reduced |
| Eschler Asset Management LLP | 6,750 | $955.6K | 1.81% | +1,250+22.7% | Added |
| Financial Sense Advisors, Inc. | 6,360 | $900.4K | 0.37% | +310+5.1% | Added |
| Longitude (Cayman) Ltd. | 6,250 | $884.8K | 2.46% | +400+6.8% | Added |
| MML Investors Services, LLC | 6,208 | $879.0K | 0.01% | −884−12.5% | Reduced |
| Wolverine Asset Management LLC | 6,078 | $860.5K | 0.01% | +6,078 | New |
| Creative Planning | 6,057 | $857.5K | 0.00% | +2,371+64.3% | Added |
| Millennium Management LLC | 5,951 | $842.0K | 0.00% | −6,871−53.6% | Reduced |
| Price T Rowe Associates Inc | 5,911 | $837.0K | 0.00% | +108+1.9% | Added |
| Bank of Montreal | 3,699 | $766.9K | 0.00% | +3,084+501.5% | Added |
| Engineers Gate Manager LP | 5,156 | $729.9K | 0.04% | +5,156 | New |
| SG Americas Securities, LLC | 5,055 | $716.0K | 0.01% | +5,055 | New |
| MetLife Investment Management | 4,978 | $704.7K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 4,808 | $680.7K | 0.17% | −10−0.2% | Reduced |
| Deutsche Bank AG | 4,661 | $659.9K | 0.00% | −1,085−18.9% | Reduced |
| BIT Capital GmbH | 4,486 | $635.1K | 0.13% | −3,055−40.5% | Reduced |
| American International Group, Inc. | 4,451 | $630.1K | 0.00% | −16−0.4% | Reduced |
| UBS Group AG | 4,266 | $603.9K | 0.00% | −354−7.7% | Reduced |
| Avantax Advisory Services, Inc. | 4,185 | $592.5K | 0.01% | +1,106+35.9% | Added |
| Capital Wealth Alliance, LLC | 3,983 | $563.9K | 0.47% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 3,971 | $562.2K | 0.00% | +3,971 | New |
| Susquehanna International Group, LLP | 3,780 | $535.1K | 0.00% | −44,357−92.1% | Reduced |
| Manufacturers Life Insurance Company, The | 3,747 | $530.5K | 0.00% | +12+0.3% | Added |
| Wellington Management Group LLP | 3,690 | $522.4K | 0.00% | −86−2.3% | Reduced |
| Royal Bank of Canada | 3,628 | $514.0K | 0.00% | +276+8.2% | Added |
| Voya Investment Management LLC | 3,613 | $511.5K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,586 | $507.7K | 0.00% | +870+32.0% | Added |
| First Republic Investment Management, Inc. | 3,488 | $493.8K | 0.00% | +30+0.9% | Added |
| Ensign Peak Advisors, Inc | 3,390 | $479.9K | 0.00% | +400+13.4% | Added |
| Heritage Investors Management Corp | 3,306 | $468.0K | 0.02% | 00.0% | Unchanged |
| Amundi | 2,377 | $462.9K | 0.00% | +2,249+1,757.0% | Added |
| RFG Advisory, LLC | 1,547 | $440.5K | 0.02% | +1,547 | New |
| Janus Henderson Group PLC | 3,066 | $434.5K | 0.00% | +3,066 | New |
| EagleClaw Capital Managment, LLC | 2,705 | $382.9K | 0.09% | +1,358+100.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,639 | $373.6K | 0.00% | −201−7.1% | Reduced |
| Arizona State Retirement System | 2,634 | $372.9K | 0.00% | +98+3.9% | Added |
| Cubist Systematic Strategies, LLC | 2,507 | $354.9K | 0.00% | +237+10.4% | Added |
| Nkcfo LLC | 2,500 | $354.0K | 0.17% | +2,500 | New |
| Simplex Trading, LLC | 2,416 | $342.0K | 0.02% | −3,879−61.6% | Reduced |
| Stifel Financial Corp | 2,415 | $341.9K | 0.00% | −1,571−39.4% | Reduced |