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, Q1 2023
Institutional positions in Strategy Inc as of Mar 31, 2023. 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
- 252
- +42 vs. Q4 2022
- Shares held
- 6.55M
- +816.7K (+14.2%) vs. Q4 2022
- Total value
- $1.92B
- +$1.10B (+135.6%) vs. Q4 2022
- New holders
- 75
- 74 more added
- Sold out
- 33
- 60 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 1,546,393 | $452.0M | 0.12% | +7,245+0.5% | Added |
| Vanguard Group Inc | 958,978 | $280.3M | 0.01% | +32,636+3.5% | Added |
| FMR LLC | 746,109 | $218.1M | 0.02% | +648,910+667.6% | Added |
| BlackRock Inc. | 743,550 | $217.4M | 0.01% | +21,281+2.9% | Added |
| Morgan Stanley | 316,578 | $92.5M | 0.01% | +62,933+24.8% | Added |
| State Street Corp | 217,109 | $63.5M | 0.00% | +9,629+4.6% | Added |
| Geode Capital Management, LLC | 189,923 | $55.5M | 0.01% | +12,613+7.1% | Added |
| Capital World Investors | 123,100 | $36.0M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 113,815 | $33.3M | 0.01% | +28,071+32.7% | Added |
| Northern Trust Corp | 88,652 | $25.9M | 0.01% | +3,198+3.7% | Added |
| Toroso Investments, LLC | 87,994 | $25.7M | 0.85% | −6,640−7.0% | Reduced |
| Two Sigma Investments, LP | 80,377 | $23.5M | 0.07% | +80,377 | New |
| Charles Schwab Investment Management Inc | 74,726 | $21.8M | 0.01% | −11,218−13.1% | Reduced |
| Balyasny Asset Management LLC | 70,195 | $20.5M | 0.07% | +70,195 | New |
| Goldman Sachs Group Inc | 56,176 | $16.4M | 0.00% | −15,471−21.6% | Reduced |
| Citadel Advisors LLC | 50,727 | $14.8M | 0.02% | +50,727 | New |
| GAM Holding AG | 44,010 | $12.9M | 0.89% | +44,010 | New |
| Bank of New York Mellon Corp | 41,870 | $12.2M | 0.00% | +1,087+2.7% | Added |
| Susquehanna International Group, LLP | 39,084 | $11.4M | 0.02% | +35,304+934.0% | Added |
| Advisor Group Holdings, Inc. | 29,698 | $8.68M | 0.02% | −4,961−14.3% | Reduced |
| Capital Research Global Investors | 29,004 | $8.48M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 28,640 | $8.37M | 0.00% | +2,670+10.3% | Added |
| Wells Fargo & Company | 28,599 | $8.36M | 0.00% | +2,864+11.1% | Added |
| JPMorgan Chase & Co | 27,098 | $7.92M | 0.00% | +9,411+53.2% | Added |
| Berkshire Capital Holdings Inc | 26,310 | $7.69M | 3.44% | +26,310 | New |
| LPL Financial LLC | 25,340 | $7.41M | 0.01% | +323+1.3% | Added |
| Jane Street Group, LLC | 25,184 | $7.36M | 0.01% | +11,968+90.6% | Added |
| Eminence Capital, LP | 25,000 | $7.31M | 0.12% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 21,474 | $6.28M | 0.17% | +299+1.4% | Added |
| Tudor Investment Corp Et Al | 20,677 | $6.04M | 0.11% | +20,677 | New |
| Swiss National Bank | 20,200 | $5.90M | 0.00% | −2,300−10.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 19,945 | $5.83M | 0.11% | +34+0.2% | Added |
| BNP Paribas Arbitrage, SA | 19,807 | $5.79M | 0.01% | +10,374+110.0% | Added |
| Johnson Financial Group, LLC | 19,737 | $5.77M | 0.87% | +4,227+27.3% | Added |
| Millennium Management LLC | 19,046 | $5.57M | 0.01% | +13,095+220.0% | Added |
| Bank of America Corp | 15,868 | $4.64M | 0.00% | −70,279−81.6% | Reduced |
| Rhumbline Advisers | 15,470 | $4.52M | 0.01% | +411+2.7% | Added |
| California Public Employees Retirement System | 15,258 | $4.46M | 0.00% | −2,017−11.7% | Reduced |
| Simplex Trading, LLC | 14,694 | $4.29M | 0.19% | +12,278+508.2% | Added |
| Credit Suisse AG | 14,409 | $4.21M | 0.00% | +14+0.1% | Added |
| Barclays PLC | 13,558 | $3.96M | 0.00% | −26,645−66.3% | Reduced |
| First Trust Advisors LP | 13,521 | $3.95M | 0.00% | −3,648−21.2% | Reduced |
| Van Eck Associates Corp | 13,437 | $3.93M | 0.01% | +1,091+8.8% | Added |
| SRN Advisors, LLC | 13,635 | $3.81M | 3.49% | +13,635 | New |
| Accuvest Global Advisors | 12,621 | $3.69M | 1.67% | −13,009−50.8% | Reduced |
| UBS Group AG | 12,479 | $3.65M | 0.00% | +8,213+192.5% | Added |
| California State Teachers Retirement System | 11,812 | $3.45M | 0.01% | −62−0.5% | Reduced |
| Foundations Investment Advisors, LLC | 11,565 | $3.38M | 0.12% | +11,565 | New |
| Two Sigma Advisers, LP | 11,500 | $3.36M | 0.01% | −10,500−47.7% | Reduced |
| Commonwealth Equity Services, LLC | 11,489 | $3.36M | 0.01% | +475+4.3% | Added |
| UBS Asset Management Americas Inc | 11,207 | $3.28M | 0.00% | +743+7.1% | Added |
| Cutler Group LP | 11,135 | $3.25M | 0.51% | +10,129+1,006.9% | Added |
| Alliancebernstein L.P. | 10,943 | $3.20M | 0.00% | −176−1.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,346 | $3.02M | 0.01% | +824+8.7% | Added |
| Eschler Asset Management LLP | 9,036 | $2.64M | 2.09% | +2,286+33.9% | Added |
| Legal & General Group Plc | 8,939 | $2.61M | 0.00% | +454+5.4% | Added |
| State of New Jersey Common Pension Fund D | 8,644 | $2.53M | 0.01% | +8,644 | New |
| Deutsche Bank AG | 8,199 | $2.40M | 0.00% | +3,538+75.9% | Added |
| HighTower Advisors, LLC | 7,899 | $2.31M | 0.01% | +1,059+15.5% | Added |
| Longitude (Cayman) Ltd. | 7,500 | $2.19M | 4.35% | +1,250+20.0% | Added |
| State of Wisconsin Investment Board | 7,264 | $2.12M | 0.01% | −799−9.9% | Reduced |
| Raymond James & Associates | 7,227 | $2.11M | 0.00% | −46−0.6% | Reduced |
| Group One Trading, L.P. | 6,927 | $2.02M | 0.10% | +6,927 | New |
| MML Investors Services, LLC | 6,814 | $1.99M | 0.01% | +606+9.8% | Added |
| BIT Capital GmbH | 6,628 | $1.94M | 0.30% | +2,142+47.7% | Added |
| Creative Planning | 6,554 | $1.92M | 0.00% | +497+8.2% | Added |
| Acorn Financial Advisory Services Inc | 6,354 | $1.86M | 0.36% | −614−8.8% | Reduced |
| AE Wealth Management LLC | 6,196 | $1.81M | 0.01% | −993−13.8% | Reduced |
| Ameriprise Financial Inc | 5,828 | $1.70M | 0.00% | −1,091−15.8% | Reduced |
| Price T Rowe Associates Inc | 5,770 | $1.69M | 0.00% | −141−2.4% | Reduced |
| Financial Sense Advisors, Inc. | 5,560 | $1.63M | 0.74% | −800−12.6% | Reduced |
| New York State Common Retirement Fund | 5,317 | $1.55M | 0.00% | −2,142−28.7% | Reduced |
| Janus Henderson Group PLC | 5,313 | $1.55M | 0.00% | +2,247+73.3% | Added |
| Carronade Capital Management, LP | 5,300 | $1.55M | 0.64% | +5,300 | New |
| Sassicaia Capital Advisers LLC | 5,250 | $1.53M | 1.33% | +5,250 | New |
| Coastal Investment Advisors, Inc. | 5,070 | $1.48M | 0.36% | +262+5.4% | Added |
| MetLife Investment Management | 5,067 | $1.48M | 0.01% | +89+1.8% | Added |
| United Capital Financial Advisers, LLC | 4,744 | $1.39M | 0.01% | −5,819−55.1% | Reduced |
| American International Group, Inc. | 4,664 | $1.36M | 0.01% | +213+4.8% | Added |
| Private Advisor Group, LLC | 4,198 | $1.23M | 0.01% | +4,198 | New |
| Wellington Management Group LLP | 4,180 | $1.22M | 0.00% | +490+13.3% | Added |
| Bank of Montreal | 4,065 | $1.19M | 0.00% | +366+9.9% | Added |
| Algert Global LLC | 4,067 | $1.19M | 0.06% | +2,461+153.2% | Added |
| Capital Wealth Alliance, LLC | 3,949 | $1.15M | 0.93% | −34−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 3,790 | $1.11M | 0.00% | +400+11.8% | Added |
| Manufacturers Life Insurance Company, The | 3,778 | $1.10M | 0.00% | +31+0.8% | Added |
| Voya Investment Management LLC | 3,664 | $1.07M | 0.00% | +51+1.4% | Added |
| Avantax Advisory Services, Inc. | 3,512 | $1.03M | 0.01% | −673−16.1% | Reduced |
| First Republic Investment Management, Inc. | 3,431 | $1.00M | 0.00% | −57−1.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,343 | $977.2K | 0.03% | −15,281−82.1% | Reduced |
| Heritage Investors Management Corp | 3,305 | $966.0K | 0.04% | −10.0% | Reduced |
| Belvedere Trading LLC | 3,279 | $958.5K | 0.42% | +3,279 | New |
| Quantitative Investment Management, LLC | 3,006 | $878.0K | 0.18% | +3,006 | New |
| Citigroup Inc | 2,858 | $835.5K | 0.00% | −43,670−93.9% | Reduced |
| Arizona State Retirement System | 2,710 | $792.2K | 0.01% | +76+2.9% | Added |
| EagleClaw Capital Managment, LLC | 2,705 | $790.7K | 0.19% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,583 | $755.1K | 0.00% | −56−2.1% | Reduced |
| Moors & Cabot, Inc. | 2,461 | $719.4K | 0.05% | +265+12.1% | Added |
| Royal Bank of Canada | 2,387 | $697.0K | 0.00% | −1,241−34.2% | Reduced |
| State Board of Administration of Florida Retirement System | 2,266 | $662.4K | 0.00% | −1,320−36.8% | Reduced |