Skip to main content

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

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.

Institutional holdersQ4 2022: 212 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ4 2022: $812.8M
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q3 2022.

Institutions holding MSTR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Benjamin F. Edwards & Company, Inc.2$00.00%−98−98.0%Reduced
Bessemer Group Inc2$00.00%00.0%Unchanged
Lazard Asset Management LLC1$00.00%−2−66.7%Reduced
Capital Advisors, Ltd. LLC51$00.00%+51New
Romano Brothers and Company2$2830.00%+2New
Bell Investment Advisors, Inc2$2830.00%+2New
Versant Capital Management, Inc3$4250.00%00.0%Unchanged
Raffa Wealth Management, LLC3$4250.00%00.0%Unchanged
Western Pacific Wealth Management, LP5$7070.00%00.0%Unchanged
Institutional & Family Asset Management, LLC5$7080.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC5$7080.00%00.0%Unchanged
Pacer Advisors, Inc.6$8490.00%00.0%Unchanged
Retirement Group, LLC10$1.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.5$1.00K0.00%00.0%Unchanged
RWM Asset Management, LLC8$1.13K0.00%+8New
Hexagon Capital Partners LLC9$1.27K0.00%00.0%Unchanged
Belpointe Asset Management LLC10$1.42K0.00%+10New
Armstrong Advisory Group, Inc10$1.42K0.00%+10New
GWM Advisors LLC735$1.52K0.00%+735New
NewSquare Capital LLC11$1.56K0.00%+11New
Lindbrook Capital, LLC12$1.70K0.00%+6+100.0%Added
FSC Wealth Advisors, LLC13$1.84K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd13$2.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.17$2.41K0.00%+14+466.7%Added
Oliver Lagore Vanvalin Investment Group18$2.55K0.00%−17−48.6%Reduced
CoreCap Advisors, LLC18$2.55K0.00%+18New
Glen Eagle Advisors, LLC19$2.69K0.00%00.0%Unchanged
Money Concepts Capital Corp20$2.83K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co20$2.83K0.00%−29−59.2%Reduced
Rosenberg Matthew Hamilton21$2.97K0.00%00.0%Unchanged
TSFG, LLC23$3.00K0.00%00.0%Unchanged
Covestor Ltd19$3.00K0.00%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC22$3.12K0.00%+22New
Global Retirement Partners, LLC27$3.82K0.00%−1−3.6%Reduced
Ancora Advisors, LLC31$4.00K0.00%−1−3.1%Reduced
Financial Management Professionals, Inc.30$4.00K0.00%00.0%Unchanged
Accurate Wealth Management, LLC22$4.18K0.00%+22New
HighMark Wealth Management LLC30$4.25K0.00%00.0%Unchanged
Central Bank & Trust Co30$4.25K0.00%+30New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC31$4.39K0.00%00.0%Unchanged
Signaturefd, LLC35$4.96K0.00%+2+6.1%Added
Turim 21 Investimentos Ltda.35$4.96K0.00%00.0%Unchanged
Tradition Wealth Management, LLC36$5.00K0.00%−3−7.7%Reduced
Beaird Harris Wealth Management, LLC37$5.24K0.00%00.0%Unchanged
Parallel Advisors, LLC49$6.94K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.53$7.00K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky48$7.00K0.00%00.0%Unchanged
Harbour Investments, Inc.51$7.22K0.00%+49+2,450.0%Added
Larson Financial Group LLC63$8.92K0.00%−11−14.9%Reduced
Public Employees Retirement System of Ohio63$9.00K0.00%−87−58.0%Reduced
Banque Cantonale Vaudoise67$9.00K0.00%−40−37.4%Reduced
The PNC Financial Services Group, Inc.67$9.48K0.00%+17+34.0%Added
WJ Interests, LLC75$10.6K0.01%+75New
Hoey Investments, Inc80$11.3K0.00%+25+45.5%Added
Glassman Wealth Services95$13.4K0.00%+2+2.2%Added
AdvisorNet Financial, Inc95$13.4K0.00%+12+14.5%Added
Clear Street LLC99$14.0K0.00%+99New
Harbor Investment Advisory, LLC100$14.2K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC102$14.4K0.00%+102New
US Asset Management LLC104$15.0K0.02%+104New
Federation des caisses Desjardins du Quebec119$16.8K0.00%00.0%Unchanged
Central Trust Co127$18.0K0.00%00.0%Unchanged
Ci Investments Inc.171$24.0K0.00%−4−2.3%Reduced
Credit Agricole S A170$24.1K0.00%00.0%Unchanged
Spire Wealth Management176$25.0K0.00%+169+2,414.3%Added
MB, Levis & Associates, LLC200$28.3K0.02%+200New
Heritage Wealth Management, LLC216$30.6K0.00%+108+100.0%Added
Advisory Services Network, LLC236$33.4K0.00%+236New
US Bancorp238$33.7K0.00%+40+20.2%Added
CWM, LLC273$39.0K0.00%+5+1.9%Added
Close Asset Management Ltd313$44.0K0.00%−26−7.7%Reduced
Allworth Financial LP322$45.6K0.00%+2+0.6%Added
Allspring Global Investments Holdings, LLC432$61.2K0.00%−9−2.0%Reduced
Shell Asset Management Co483$68.0K0.00%−33−6.4%Reduced
Gordian Capital Singapore Pte Ltd501$71.0K0.11%+200+66.4%Added
Great West Life Assurance Co503$72.0K0.00%−792−61.2%Reduced
Tobam546$77.0K0.01%−86−13.6%Reduced
Newbridge Financial Services Group, Inc.558$79.0K0.05%+60+12.0%Added
Metropolitan Life Insurance Co583$82.5K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC604$86.0K0.00%−10,003−94.3%Reduced
Schonfeld Strategic Advisors LLC616$87.2K0.00%−884−58.9%Reduced
MRP Capital Investments, LLC890$126.0K0.14%+890New
Fifth Third Bancorp901$127.6K0.00%+615+215.0%Added
Cutler Group LP1,006$142.0K0.02%+756+302.4%Added
Nomura Holdings Inc1,136$160.0K0.00%+1,136New
Public Employees Retirement Association of Colorado1,166$165.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)1,222$173.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.729$182.4K0.01%00.0%Unchanged
Geneos Wealth Management Inc.1,305$184.7K0.01%+360+38.1%Added
Leonteq Securities AG1,372$194.2K0.01%+76+5.9%Added
Amalgamated Bank1,385$196.0K0.00%00.0%Unchanged
ProShare Advisors LLC1,475$208.8K0.00%+163+12.4%Added
Tower Research Capital LLC (TRC)1,485$210.0K0.01%−26−1.7%Reduced
Handelsbanken Fonder AB1,486$210.0K0.00%00.0%Unchanged
CI Private Wealth, LLC1,488$210.7K0.00%+1,488New
Janney Montgomery Scott LLC1,496$212.0K0.00%−184−11.0%Reduced
Chicago Partners Investment Group LLC775$220.0K0.01%−94−10.8%Reduced
Algert Global LLC1,606$227.4K0.01%00.0%Unchanged
National Bank of Canada1,625$230.0K0.00%−457−22.0%Reduced
Stonegate Investment Group, LLC1,657$234.6K0.01%−2,593−61.0%Reduced