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 |
|---|---|---|---|---|---|
| LCM Capital Management Inc | 2,253 | $319.0K | 0.31% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,196 | $310.9K | 0.02% | +69+3.2% | Added |
| Captrust Financial Advisors | 2,103 | $297.8K | 0.00% | −135−6.0% | Reduced |
| Quantbot Technologies LP | 2,073 | $293.5K | 0.02% | +2,073 | New |
| Two Sigma Securities, LLC | 2,056 | $291.1K | 0.04% | +115+5.9% | Added |
| Voloridge Investment Management, LLC | 1,829 | $258.9K | 0.00% | +130+7.7% | Added |
| Walleye Trading LLC | 1,749 | $247.6K | 0.01% | −8,991−83.7% | Reduced |
| Holocene Advisors, LP | 1,711 | $242.2K | 0.00% | +1,711 | New |
| CWM Advisors, LLC | 1,706 | $241.5K | 0.03% | +735+75.7% | Added |
| Point72 Middle East FZE | 1,691 | $239.4K | 0.02% | +1,691 | New |
| Rockefeller Capital Management L.P. | 1,685 | $238.0K | 0.00% | −119−6.6% | Reduced |
| IFP Advisors, Inc | 1,515 | $236.0K | 0.01% | −384−20.2% | Reduced |
| Stonegate Investment Group, LLC | 1,657 | $234.6K | 0.01% | −2,593−61.0% | Reduced |
| National Bank of Canada | 1,625 | $230.0K | 0.00% | −457−22.0% | Reduced |
| Algert Global LLC | 1,606 | $227.4K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 775 | $220.0K | 0.01% | −94−10.8% | Reduced |
| Janney Montgomery Scott LLC | 1,496 | $212.0K | 0.00% | −184−11.0% | Reduced |
| CI Private Wealth, LLC | 1,488 | $210.7K | 0.00% | +1,488 | New |
| Tower Research Capital LLC (TRC) | 1,485 | $210.0K | 0.01% | −26−1.7% | Reduced |
| Handelsbanken Fonder AB | 1,486 | $210.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,475 | $208.8K | 0.00% | +163+12.4% | Added |
| Amalgamated Bank | 1,385 | $196.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,372 | $194.2K | 0.01% | +76+5.9% | Added |
| Geneos Wealth Management Inc. | 1,305 | $184.7K | 0.01% | +360+38.1% | Added |
| Ameritas Investment Partners, Inc. | 729 | $182.4K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,222 | $173.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 1,166 | $165.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,136 | $160.0K | 0.00% | +1,136 | New |
| Cutler Group LP | 1,006 | $142.0K | 0.02% | +756+302.4% | Added |
| Fifth Third Bancorp | 901 | $127.6K | 0.00% | +615+215.0% | Added |
| MRP Capital Investments, LLC | 890 | $126.0K | 0.14% | +890 | New |
| Schonfeld Strategic Advisors LLC | 616 | $87.2K | 0.00% | −884−58.9% | Reduced |
| Nisa Investment Advisors, LLC | 604 | $86.0K | 0.00% | −10,003−94.3% | Reduced |
| Metropolitan Life Insurance Co | 583 | $82.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 558 | $79.0K | 0.05% | +60+12.0% | Added |
| Tobam | 546 | $77.0K | 0.01% | −86−13.6% | Reduced |
| Great West Life Assurance Co | 503 | $72.0K | 0.00% | −792−61.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 501 | $71.0K | 0.11% | +200+66.4% | Added |
| Shell Asset Management Co | 483 | $68.0K | 0.00% | −33−6.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 432 | $61.2K | 0.00% | −9−2.0% | Reduced |
| Allworth Financial LP | 322 | $45.6K | 0.00% | +2+0.6% | Added |
| Close Asset Management Ltd | 313 | $44.0K | 0.00% | −26−7.7% | Reduced |
| CWM, LLC | 273 | $39.0K | 0.00% | +5+1.9% | Added |
| US Bancorp | 238 | $33.7K | 0.00% | +40+20.2% | Added |
| Advisory Services Network, LLC | 236 | $33.4K | 0.00% | +236 | New |
| Heritage Wealth Management, LLC | 216 | $30.6K | 0.00% | +108+100.0% | Added |
| MB, Levis & Associates, LLC | 200 | $28.3K | 0.02% | +200 | New |
| Spire Wealth Management | 176 | $25.0K | 0.00% | +169+2,414.3% | Added |
| Credit Agricole S A | 170 | $24.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 171 | $24.0K | 0.00% | −4−2.3% | Reduced |
| Central Trust Co | 127 | $18.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 119 | $16.8K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 104 | $15.0K | 0.02% | +104 | New |
| Cary Street Partner Investment Advisory LLC | 102 | $14.4K | 0.00% | +102 | New |
| Harbor Investment Advisory, LLC | 100 | $14.2K | 0.00% | 00.0% | Unchanged |
| Clear Street LLC | 99 | $14.0K | 0.00% | +99 | New |
| Glassman Wealth Services | 95 | $13.4K | 0.00% | +2+2.2% | Added |
| AdvisorNet Financial, Inc | 95 | $13.4K | 0.00% | +12+14.5% | Added |
| Hoey Investments, Inc | 80 | $11.3K | 0.00% | +25+45.5% | Added |
| WJ Interests, LLC | 75 | $10.6K | 0.01% | +75 | New |
| The PNC Financial Services Group, Inc. | 67 | $9.48K | 0.00% | +17+34.0% | Added |
| Public Employees Retirement System of Ohio | 63 | $9.00K | 0.00% | −87−58.0% | Reduced |
| Banque Cantonale Vaudoise | 67 | $9.00K | 0.00% | −40−37.4% | Reduced |
| Larson Financial Group LLC | 63 | $8.92K | 0.00% | −11−14.9% | Reduced |
| Harbour Investments, Inc. | 51 | $7.22K | 0.00% | +49+2,450.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 53 | $7.00K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 49 | $6.94K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 37 | $5.24K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 36 | $5.00K | 0.00% | −3−7.7% | Reduced |
| Signaturefd, LLC | 35 | $4.96K | 0.00% | +2+6.1% | Added |
| Turim 21 Investimentos Ltda. | 35 | $4.96K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $4.39K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 30 | $4.25K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 30 | $4.25K | 0.00% | +30 | New |
| Accurate Wealth Management, LLC | 22 | $4.18K | 0.00% | +22 | New |
| Ancora Advisors, LLC | 31 | $4.00K | 0.00% | −1−3.1% | Reduced |
| Financial Management Professionals, Inc. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 27 | $3.82K | 0.00% | −1−3.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 22 | $3.12K | 0.00% | +22 | New |
| TSFG, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 21 | $2.97K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20 | $2.83K | 0.00% | −29−59.2% | Reduced |
| Money Concepts Capital Corp | 20 | $2.83K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 19 | $2.69K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 18 | $2.55K | 0.00% | −17−48.6% | Reduced |
| CoreCap Advisors, LLC | 18 | $2.55K | 0.00% | +18 | New |
| TCI Wealth Advisors, Inc. | 17 | $2.41K | 0.00% | +14+466.7% | Added |
| Harvest Fund Management Co., Ltd | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 13 | $1.84K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12 | $1.70K | 0.00% | +6+100.0% | Added |
| NewSquare Capital LLC | 11 | $1.56K | 0.00% | +11 | New |
| GWM Advisors LLC | 735 | $1.52K | 0.00% | +735 | New |
| Belpointe Asset Management LLC | 10 | $1.42K | 0.00% | +10 | New |
| Armstrong Advisory Group, Inc | 10 | $1.42K | 0.00% | +10 | New |
| Hexagon Capital Partners LLC | 9 | $1.27K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 8 | $1.13K | 0.00% | +8 | New |
| Retirement Group, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |