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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 908 | $265.4K | 0.14% | +908 | New |
| CWM Advisors, LLC | 933 | $272.6K | 0.03% | −773−45.3% | Reduced |
| King Wealth | 974 | $285.0K | 0.06% | +974 | New |
| Campion Asset Management LLC | 994 | $290.6K | 0.27% | +994 | New |
| Cetera Advisors LLC | 998 | $291.7K | 0.00% | +998 | New |
| Teacher Retirement System of Texas | 1,040 | $304.0K | 0.00% | +1,040 | New |
| Atria Wealth Solutions, Inc. | 1,046 | $305.8K | 0.00% | +1,046 | New |
| Victory Capital Management Inc | 1,075 | $314.2K | 0.00% | +1,075 | New |
| Principal Financial Group Inc | 1,081 | $316.0K | 0.00% | +1,081 | New |
| Apollon Wealth Management, LLC | 1,088 | $318.0K | 0.02% | +1,088 | New |
| Mariner, LLC | 1,109 | $324.0K | 0.00% | +1,109 | New |
| Public Employees Retirement Association of Colorado | 1,166 | $341.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 1,180 | $344.9K | 0.00% | +1,180 | New |
| Virginia Retirement Systems Et Al | 1,200 | $350.8K | 0.00% | +1,200 | New |
| Geneos Wealth Management Inc. | 1,202 | $351.4K | 0.02% | −103−7.9% | Reduced |
| Amalgamated Bank | 1,216 | $355.0K | 0.00% | −169−12.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,222 | $357.2K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 1,234 | $360.7K | 0.00% | +1,234 | New |
| Wedbush Securities Inc | 1,243 | $363.0K | 0.02% | +1,243 | New |
| HSBC Holdings PLC | 1,300 | $380.0K | 0.00% | +1,300 | New |
| Spire Wealth Management | 1,328 | $388.2K | 0.02% | +1,152+654.5% | Added |
| ProShare Advisors LLC | 1,365 | $399.0K | 0.00% | −110−7.5% | Reduced |
| Fifth Third Bancorp | 1,366 | $399.3K | 0.00% | +465+51.6% | Added |
| Arrowroot Family Office, LLC | 1,414 | $413.3K | 0.35% | +1,414 | New |
| XTX Topco Ltd | 1,475 | $431.2K | 0.09% | +1,475 | New |
| Janney Montgomery Scott LLC | 1,481 | $433.0K | 0.00% | −15−1.0% | Reduced |
| Handelsbanken Fonder AB | 1,486 | $434.0K | 0.00% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,495 | $437.0K | 0.06% | +1,495 | New |
| Leonteq Securities AG | 1,511 | $441.7K | 0.04% | +139+10.1% | Added |
| CI Private Wealth, LLC | 1,563 | $456.9K | 0.00% | +75+5.0% | Added |
| Natixis | 1,592 | $465.4K | 0.00% | +1,592 | New |
| Pinnacle Associates Ltd | 1,609 | $470.3K | 0.01% | +1,609 | New |
| Spouting Rock Asset Management, LLC | 1,638 | $478.8K | 0.17% | +1,638 | New |
| AtonRa Partners | 1,709 | $499.6K | 0.73% | +1,709 | New |
| Rockefeller Capital Management L.P. | 1,719 | $502.0K | 0.00% | +34+2.0% | Added |
| Hilltop Holdings Inc. | 1,740 | $508.6K | 0.07% | +1,740 | New |
| National Bank of Canada | 1,768 | $517.0K | 0.00% | +143+8.8% | Added |
| Aquatic Capital Management LLC | 1,800 | $526.0K | 0.03% | +1,800 | New |
| Seven Eight Capital, LP | 1,860 | $543.7K | 0.11% | +1,860 | New |
| MRP Capital Investments, LLC | 1,865 | $545.2K | 0.60% | +975+109.6% | Added |
| Captrust Financial Advisors | 1,870 | $546.6K | 0.00% | −233−11.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,936 | $565.9K | 0.01% | +1,320+214.3% | Added |
| Amundi | 2,058 | $598.5K | 0.00% | −319−13.4% | Reduced |
| Stifel Financial Corp | 2,090 | $610.9K | 0.00% | −325−13.5% | Reduced |
| Boulder Hill Capital Management LP | 2,100 | $613.9K | 0.49% | +2,100 | New |
| RFG Advisory, LLC | 2,151 | $628.8K | 0.03% | +604+39.0% | Added |
| Nkcfo LLC | 2,200 | $643.0K | 0.31% | −300−12.0% | Reduced |
| Independent Advisor Alliance | 2,229 | $651.6K | 0.03% | +2,229 | New |
| SG Americas Securities, LLC | 2,245 | $656.0K | 0.01% | −2,810−55.6% | Reduced |
| LCM Capital Management Inc | 2,253 | $658.6K | 0.58% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 2,266 | $662.4K | 0.00% | −1,320−36.8% | Reduced |
| Royal Bank of Canada | 2,387 | $697.0K | 0.00% | −1,241−34.2% | Reduced |
| Moors & Cabot, Inc. | 2,461 | $719.4K | 0.05% | +265+12.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,583 | $755.1K | 0.00% | −56−2.1% | Reduced |
| EagleClaw Capital Managment, LLC | 2,705 | $790.7K | 0.19% | 00.0% | Unchanged |
| Arizona State Retirement System | 2,710 | $792.2K | 0.01% | +76+2.9% | Added |
| Citigroup Inc | 2,858 | $835.5K | 0.00% | −43,670−93.9% | Reduced |
| Quantitative Investment Management, LLC | 3,006 | $878.0K | 0.18% | +3,006 | New |
| Belvedere Trading LLC | 3,279 | $958.5K | 0.42% | +3,279 | New |
| Heritage Investors Management Corp | 3,305 | $966.0K | 0.04% | −10.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,343 | $977.2K | 0.03% | −15,281−82.1% | Reduced |
| First Republic Investment Management, Inc. | 3,431 | $1.00M | 0.00% | −57−1.6% | Reduced |
| Avantax Advisory Services, Inc. | 3,512 | $1.03M | 0.01% | −673−16.1% | Reduced |
| Voya Investment Management LLC | 3,664 | $1.07M | 0.00% | +51+1.4% | Added |
| Manufacturers Life Insurance Company, The | 3,778 | $1.10M | 0.00% | +31+0.8% | Added |
| Ensign Peak Advisors, Inc | 3,790 | $1.11M | 0.00% | +400+11.8% | Added |
| Capital Wealth Alliance, LLC | 3,949 | $1.15M | 0.93% | −34−0.9% | Reduced |
| Algert Global LLC | 4,067 | $1.19M | 0.06% | +2,461+153.2% | Added |
| Bank of Montreal | 4,065 | $1.19M | 0.00% | +366+9.9% | Added |
| Wellington Management Group LLP | 4,180 | $1.22M | 0.00% | +490+13.3% | Added |
| Private Advisor Group, LLC | 4,198 | $1.23M | 0.01% | +4,198 | New |
| American International Group, Inc. | 4,664 | $1.36M | 0.01% | +213+4.8% | Added |
| United Capital Financial Advisers, LLC | 4,744 | $1.39M | 0.01% | −5,819−55.1% | Reduced |
| MetLife Investment Management | 5,067 | $1.48M | 0.01% | +89+1.8% | Added |
| Coastal Investment Advisors, Inc. | 5,070 | $1.48M | 0.36% | +262+5.4% | Added |
| Sassicaia Capital Advisers LLC | 5,250 | $1.53M | 1.33% | +5,250 | New |
| Carronade Capital Management, LP | 5,300 | $1.55M | 0.64% | +5,300 | New |
| Janus Henderson Group PLC | 5,313 | $1.55M | 0.00% | +2,247+73.3% | Added |
| New York State Common Retirement Fund | 5,317 | $1.55M | 0.00% | −2,142−28.7% | Reduced |
| Financial Sense Advisors, Inc. | 5,560 | $1.63M | 0.74% | −800−12.6% | Reduced |
| Price T Rowe Associates Inc | 5,770 | $1.69M | 0.00% | −141−2.4% | Reduced |
| Ameriprise Financial Inc | 5,828 | $1.70M | 0.00% | −1,091−15.8% | Reduced |
| AE Wealth Management LLC | 6,196 | $1.81M | 0.01% | −993−13.8% | Reduced |
| Acorn Financial Advisory Services Inc | 6,354 | $1.86M | 0.36% | −614−8.8% | Reduced |
| Creative Planning | 6,554 | $1.92M | 0.00% | +497+8.2% | Added |
| BIT Capital GmbH | 6,628 | $1.94M | 0.30% | +2,142+47.7% | Added |
| MML Investors Services, LLC | 6,814 | $1.99M | 0.01% | +606+9.8% | Added |
| Group One Trading, L.P. | 6,927 | $2.02M | 0.10% | +6,927 | New |
| Raymond James & Associates | 7,227 | $2.11M | 0.00% | −46−0.6% | Reduced |
| State of Wisconsin Investment Board | 7,264 | $2.12M | 0.01% | −799−9.9% | Reduced |
| Longitude (Cayman) Ltd. | 7,500 | $2.19M | 4.35% | +1,250+20.0% | Added |
| HighTower Advisors, LLC | 7,899 | $2.31M | 0.01% | +1,059+15.5% | Added |
| Deutsche Bank AG | 8,199 | $2.40M | 0.00% | +3,538+75.9% | Added |
| State of New Jersey Common Pension Fund D | 8,644 | $2.53M | 0.01% | +8,644 | New |
| Legal & General Group Plc | 8,939 | $2.61M | 0.00% | +454+5.4% | Added |
| Eschler Asset Management LLP | 9,036 | $2.64M | 2.09% | +2,286+33.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,346 | $3.02M | 0.01% | +824+8.7% | Added |
| Alliancebernstein L.P. | 10,943 | $3.20M | 0.00% | −176−1.6% | Reduced |
| Cutler Group LP | 11,135 | $3.25M | 0.51% | +10,129+1,006.9% | Added |
| UBS Asset Management Americas Inc | 11,207 | $3.28M | 0.00% | +743+7.1% | Added |