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.
Q4 2022 vs. Q3 2022
How the institutions holding Strategy Inc changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 231 | 6 | 212 | −13 |
| Shares | 5.88M | 32.6K | 5.74M | −110.2K (−1.9%) |
| Value | $1.25B | $6.93M | $812.8M | −$428.5M (−34.5%) |
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (37)
Institutions that held Strategy Inc at the end of Q4 2022 but not at the end of Q3 2022.
Sold out (50)
Institutions that held Strategy Inc at the end of Q3 2022 and filed for Q4 2022 without it.
Not filed for Q4 2022 yet (6)
Institutions that held Strategy Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Eaton Vance Management | 27,885 | $5.92M |
| American Portfolios Advisors | 2,510 | $532.8K |
| Dowling & Yahnke LLC | 1,736 | $368.0K |
| Monolith Advisors | 490 | $104.0K |
| Surevest, LLC | 20 | $4.00K |
| Wipfli Financial Advisors LLC, | 5 | $1.00K |