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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

Q1 2023 vs. Q4 2022

How the institutions holding Strategy Inc changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of MSTR: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders2122252+42
Shares5.74M2346.55M+816.7K (+14.2%)
Value$812.8M$33.1K$1.92B+$1.10B (+135.6%)

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (75)

Institutions that held Strategy Inc at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to MSTR in Q1 2023
InstitutionSharesValue% of portfolio
Two Sigma Investments, LP80,377$23.5M0.07%
Balyasny Asset Management LLC70,195$20.5M0.07%
Citadel Advisors LLC50,727$14.8M0.02%
GAM Holding AG44,010$12.9M0.89%
Berkshire Capital Holdings Inc26,310$7.69M3.44%
Tudor Investment Corp Et Al20,677$6.04M0.11%
SRN Advisors, LLC13,635$3.81M3.49%
Foundations Investment Advisors, LLC11,565$3.38M0.12%
State of New Jersey Common Pension Fund D8,644$2.53M0.01%
Group One Trading, L.P.6,927$2.02M0.10%
Carronade Capital Management, LP5,300$1.55M0.64%
Sassicaia Capital Advisers LLC5,250$1.53M1.33%
Private Advisor Group, LLC4,198$1.23M0.01%
Belvedere Trading LLC3,279$958.5K0.42%
Quantitative Investment Management, LLC3,006$878.0K0.18%
Independent Advisor Alliance2,229$651.6K0.03%
Boulder Hill Capital Management LP2,100$613.9K0.49%
Seven Eight Capital, LP1,860$543.7K0.11%
Aquatic Capital Management LLC1,800$526.0K0.03%
Hilltop Holdings Inc.1,740$508.6K0.07%
AtonRa Partners1,709$499.6K0.73%
Spouting Rock Asset Management, LLC1,638$478.8K0.17%
Pinnacle Associates Ltd1,609$470.3K0.01%
Natixis1,592$465.4K0.00%
CenterBook Partners LP1,495$437.0K0.06%
XTX Topco Ltd1,475$431.2K0.09%
Arrowroot Family Office, LLC1,414$413.3K0.35%
HSBC Holdings PLC1,300$380.0K0.00%
Wedbush Securities Inc1,243$363.0K0.02%
Pictet Asset Management SA1,234$360.7K0.00%
Virginia Retirement Systems Et Al1,200$350.8K0.00%
Blair William & Co1,180$344.9K0.00%
Mariner, LLC1,109$324.0K0.00%
Apollon Wealth Management, LLC1,088$318.0K0.02%
Principal Financial Group Inc1,081$316.0K0.00%
Victory Capital Management Inc1,075$314.2K0.00%
Atria Wealth Solutions, Inc.1,046$305.8K0.00%
Teacher Retirement System of Texas1,040$304.0K0.00%
Cetera Advisors LLC998$291.7K0.00%
Campion Asset Management LLC994$290.6K0.27%
King Wealth974$285.0K0.06%
MTM Investment Management, LLC908$265.4K0.14%
Envestnet Asset Management Inc905$264.6K0.00%
Harvest Investment Services, LLC893$261.0K0.20%
Ambassador Advisors, LLC901$258.9K0.06%
Sumitomo Mitsui DS Asset Management Company, Ltd838$245.0K0.00%
IHT Wealth Management, LLC810$236.8K0.01%
QCM Cayman, Ltd.795$232.4K1.46%
Flaharty Asset Management, LLC784$229.2K0.04%
Verus Capital Partners, LLC758$221.6K0.03%
Marex Group plc757$221.3K0.03%
Banco Bilbao Vizcaya Argentaria, S.A.735$214.9K0.00%
XR Securities LLC735$214.9K0.30%
Stratos Wealth Partners, LTD.726$212.2K0.01%
Cresset Asset Management, LLC719$210.2K0.00%
Point72 Asset Management, L.P.700$204.6K0.00%
Norges Bank699$204.3K0.00%
Kapstone Financial Advisors LLC598$203.8K0.18%
American Century Companies Inc719$200.8K0.00%
ETF Managers Group, LLC659$192.6K0.01%
WR Wealth Planners, LLC526$153.8K0.07%
Russell Investments Group, Ltd.154$45.0K0.00%
Ridgewood Investments LLC100$29.2K0.02%
FNY Investment Advisers, LLC100$29.0K0.03%
DT Investment Partners, LLC80$24.6K0.00%
VitalStone Financial, LLC25$14.0K0.01%
AllSquare Wealth Management LLC10$2.92K0.00%
Cape Investment Advisory, Inc.6$1.75K0.00%
JFS Wealth Advisors, LLC5$1.46K0.00%
Farther Finance Advisors, LLC3$8770.00%
Baldwin Brothers Inc2$5850.00%
WealthPLAN Partners, LLC2$5850.00%
Gradient Investments LLC1$2920.00%
Asset Dedication, LLC1$00.00%
Cerity Partners LLC55––

Sold out (33)

Institutions that held Strategy Inc at the end of Q4 2022 and filed for Q1 2023 without it.

Not filed for Q1 2023 yet (2)

Institutions that held Strategy Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSTR in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Heritage Wealth Management, LLC216$30.6K
CoreCap Advisors, LLC18$2.55K