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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

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.

Institutional holdersQ1 2023: 252 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 heldQ1 2023: $1.92B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q4 2022.

Institutions holding MSTR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC1$00.00%00.0%Unchanged
Asset Dedication, LLC1$00.00%+1New
Gradient Investments LLC1$2920.00%+1New
Bell Investment Advisors, Inc2$5850.00%00.0%Unchanged
Baldwin Brothers Inc2$5850.00%+2New
WealthPLAN Partners, LLC2$5850.00%+2New
Raffa Wealth Management, LLC3$8770.00%00.0%Unchanged
Versant Capital Management, Inc3$8770.00%00.0%Unchanged
Farther Finance Advisors, LLC3$8770.00%+3New
Ronald Blue Trust, Inc.7$1.00K0.00%+2+40.0%Added
Bessemer Group Inc2$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.2$1.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4$1.17K0.00%−27−87.1%Reduced
Western Pacific Wealth Management, LP5$1.46K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC5$1.46K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC5$1.46K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC5$1.46K0.00%+5New
Cape Investment Advisory, Inc.6$1.75K0.00%+6New
Pacer Advisors, Inc.7$2.05K0.00%+1+16.7%Added
Hexagon Capital Partners LLC9$2.63K0.00%00.0%Unchanged
Belpointe Asset Management LLC10$2.92K0.00%00.0%Unchanged
AllSquare Wealth Management LLC10$2.92K0.00%+10New
Armstrong Advisory Group, Inc10$2.92K0.00%00.0%Unchanged
NewSquare Capital LLC12$3.51K0.00%+1+9.1%Added
FSC Wealth Advisors, LLC13$3.80K0.01%00.0%Unchanged
Lindbrook Capital, LLC13$3.80K0.00%+1+8.3%Added
Harvest Fund Management Co., Ltd13$4.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.15$4.38K0.00%−2−11.8%Reduced
Oliver Lagore Vanvalin Investment Group16$4.68K0.00%−2−11.1%Reduced
The PNC Financial Services Group, Inc.17$4.97K0.00%−50−74.6%Reduced
Glen Eagle Advisors, LLC19$5.55K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton21$6.14K0.00%00.0%Unchanged
Global Retirement Partners, LLC22$6.69K0.00%−5−18.5%Reduced
TSFG, LLC23$7.00K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC27$7.89K0.00%−75−73.5%Reduced
Central Bank & Trust Co30$8.77K0.00%00.0%Unchanged
HighMark Wealth Management LLC30$8.77K0.01%00.0%Unchanged
Financial Management Professionals, Inc.30$9.00K0.00%00.0%Unchanged
Ancora Advisors, LLC31$9.06K0.00%00.0%Unchanged
Signaturefd, LLC34$9.94K0.00%−1−2.9%Reduced
Turim 21 Investimentos Ltda.35$10.2K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC37$10.8K0.00%00.0%Unchanged
Tradition Wealth Management, LLC36$11.0K0.00%00.0%Unchanged
Covestor Ltd38$11.0K0.01%+19+100.0%Added
Teachers Retirement System of the State of Kentucky48$14.0K0.00%00.0%Unchanged
VitalStone Financial, LLC25$14.0K0.01%+25New
Parallel Advisors, LLC49$14.3K0.00%00.0%Unchanged
Harbour Investments, Inc.51$14.9K0.00%00.0%Unchanged
Larson Financial Group LLC62$18.1K0.00%−1−1.6%Reduced
Hoey Investments, Inc80$23.4K0.01%00.0%Unchanged
DT Investment Partners, LLC80$24.6K0.00%+80New
Migdal Insurance & Financial Holdings Ltd.88$25.0K0.00%+35+66.0%Added
AdvisorNet Financial, Inc95$27.8K0.00%00.0%Unchanged
FNY Investment Advisers, LLC100$29.0K0.03%+100New
Harbor Investment Advisory, LLC100$29.2K0.00%00.0%Unchanged
Ridgewood Investments LLC100$29.2K0.02%+100New
US Asset Management LLC102$30.0K0.03%−2−1.9%Reduced
Central Trust Co127$37.1K0.00%00.0%Unchanged
Advisory Services Network, LLC141$41.2K0.00%−95−40.3%Reduced
Russell Investments Group, Ltd.154$45.0K0.00%+154New
Ci Investments Inc.159$46.0K0.00%−12−7.0%Reduced
Glassman Wealth Services166$48.5K0.01%+71+74.7%Added
Credit Agricole S A170$49.7K0.00%00.0%Unchanged
MB, Levis & Associates, LLC200$58.5K0.04%00.0%Unchanged
CWM, LLC208$61.0K0.00%−65−23.8%Reduced
Federation des caisses Desjardins du Quebec219$64.0K0.00%+100+84.0%Added
US Bancorp255$74.5K0.00%+17+7.1%Added
Northwestern Mutual Wealth Management Co270$78.9K0.00%+250+1,250.0%Added
Close Asset Management Ltd313$92.0K0.00%00.0%Unchanged
Allworth Financial LP322$94.1K0.00%00.0%Unchanged
Great West Life Assurance Co431$126.0K0.00%−72−14.3%Reduced
Allspring Global Investments Holdings, LLC435$127.2K0.00%+3+0.7%Added
Tower Research Capital LLC (TRC)477$139.0K0.00%−1,008−67.9%Reduced
Nisa Investment Advisors, LLC510$149.0K0.00%−94−15.6%Reduced
Metropolitan Life Insurance Co521$152.3K0.01%−62−10.6%Reduced
WR Wealth Planners, LLC526$153.8K0.07%+526New
ETF Managers Group, LLC659$192.6K0.01%+659New
Newbridge Financial Services Group, Inc.668$195.3K0.10%+110+19.7%Added
IFP Advisors, Inc1,521$198.4K0.01%+6+0.4%Added
American Century Companies Inc719$200.8K0.00%+719New
Kapstone Financial Advisors LLC598$203.8K0.18%+598New
Norges Bank699$204.3K0.00%+699New
Point72 Asset Management, L.P.700$204.6K0.00%+700New
Cresset Asset Management, LLC719$210.2K0.00%+719New
GWM Advisors LLC720$210.5K0.00%−15−2.0%Reduced
Stratos Wealth Partners, LTD.726$212.2K0.01%+726New
Banco Bilbao Vizcaya Argentaria, S.A.735$214.9K0.00%+735New
XR Securities LLC735$214.9K0.30%+735New
Chicago Partners Investment Group LLC771$220.0K0.01%−4−0.5%Reduced
Marex Group plc757$221.3K0.03%+757New
Verus Capital Partners, LLC758$221.6K0.03%+758New
Ameritas Investment Partners, Inc.776$226.8K0.01%+47+6.4%Added
Flaharty Asset Management, LLC784$229.2K0.04%+784New
QCM Cayman, Ltd.795$232.4K1.46%+795New
IHT Wealth Management, LLC810$236.8K0.01%+810New
Sumitomo Mitsui DS Asset Management Company, Ltd838$245.0K0.00%+838New
Tobam868$254.0K0.02%+322+59.0%Added
Ambassador Advisors, LLC901$258.9K0.06%+901New
Harvest Investment Services, LLC893$261.0K0.20%+893New
Envestnet Asset Management Inc905$264.6K0.00%+905New