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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 11,489 | $3.36M | 0.01% | +475+4.3% | Added |
| Two Sigma Advisers, LP | 11,500 | $3.36M | 0.01% | −10,500−47.7% | Reduced |
| Foundations Investment Advisors, LLC | 11,565 | $3.38M | 0.12% | +11,565 | New |
| California State Teachers Retirement System | 11,812 | $3.45M | 0.01% | −62−0.5% | Reduced |
| UBS Group AG | 12,479 | $3.65M | 0.00% | +8,213+192.5% | Added |
| Accuvest Global Advisors | 12,621 | $3.69M | 1.67% | −13,009−50.8% | Reduced |
| SRN Advisors, LLC | 13,635 | $3.81M | 3.49% | +13,635 | New |
| Van Eck Associates Corp | 13,437 | $3.93M | 0.01% | +1,091+8.8% | Added |
| First Trust Advisors LP | 13,521 | $3.95M | 0.00% | −3,648−21.2% | Reduced |
| Barclays PLC | 13,558 | $3.96M | 0.00% | −26,645−66.3% | Reduced |
| Credit Suisse AG | 14,409 | $4.21M | 0.00% | +14+0.1% | Added |
| Simplex Trading, LLC | 14,694 | $4.29M | 0.19% | +12,278+508.2% | Added |
| California Public Employees Retirement System | 15,258 | $4.46M | 0.00% | −2,017−11.7% | Reduced |
| Rhumbline Advisers | 15,470 | $4.52M | 0.01% | +411+2.7% | Added |
| Bank of America Corp | 15,868 | $4.64M | 0.00% | −70,279−81.6% | Reduced |
| Millennium Management LLC | 19,046 | $5.57M | 0.01% | +13,095+220.0% | Added |
| Johnson Financial Group, LLC | 19,737 | $5.77M | 0.87% | +4,227+27.3% | Added |
| BNP Paribas Arbitrage, SA | 19,807 | $5.79M | 0.01% | +10,374+110.0% | Added |
| Horizon Kinetics Asset Management LLC | 19,945 | $5.83M | 0.11% | +34+0.2% | Added |
| Swiss National Bank | 20,200 | $5.90M | 0.00% | −2,300−10.2% | Reduced |
| Tudor Investment Corp Et Al | 20,677 | $6.04M | 0.11% | +20,677 | New |
| Exchange Traded Concepts, LLC | 21,474 | $6.28M | 0.17% | +299+1.4% | Added |
| Eminence Capital, LP | 25,000 | $7.31M | 0.12% | 00.0% | Unchanged |
| Jane Street Group, LLC | 25,184 | $7.36M | 0.01% | +11,968+90.6% | Added |
| LPL Financial LLC | 25,340 | $7.41M | 0.01% | +323+1.3% | Added |
| Berkshire Capital Holdings Inc | 26,310 | $7.69M | 3.44% | +26,310 | New |
| JPMorgan Chase & Co | 27,098 | $7.92M | 0.00% | +9,411+53.2% | Added |
| Wells Fargo & Company | 28,599 | $8.36M | 0.00% | +2,864+11.1% | Added |
| Nuveen Asset Management, LLC | 28,640 | $8.37M | 0.00% | +2,670+10.3% | Added |
| Capital Research Global Investors | 29,004 | $8.48M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 29,698 | $8.68M | 0.02% | −4,961−14.3% | Reduced |
| Susquehanna International Group, LLP | 39,084 | $11.4M | 0.02% | +35,304+934.0% | Added |
| Bank of New York Mellon Corp | 41,870 | $12.2M | 0.00% | +1,087+2.7% | Added |
| GAM Holding AG | 44,010 | $12.9M | 0.89% | +44,010 | New |
| Citadel Advisors LLC | 50,727 | $14.8M | 0.02% | +50,727 | New |
| Goldman Sachs Group Inc | 56,176 | $16.4M | 0.00% | −15,471−21.6% | Reduced |
| Balyasny Asset Management LLC | 70,195 | $20.5M | 0.07% | +70,195 | New |
| Charles Schwab Investment Management Inc | 74,726 | $21.8M | 0.01% | −11,218−13.1% | Reduced |
| Two Sigma Investments, LP | 80,377 | $23.5M | 0.07% | +80,377 | New |
| Toroso Investments, LLC | 87,994 | $25.7M | 0.85% | −6,640−7.0% | Reduced |
| Northern Trust Corp | 88,652 | $25.9M | 0.01% | +3,198+3.7% | Added |
| Invesco Ltd. | 113,815 | $33.3M | 0.01% | +28,071+32.7% | Added |
| Capital World Investors | 123,100 | $36.0M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 189,923 | $55.5M | 0.01% | +12,613+7.1% | Added |
| State Street Corp | 217,109 | $63.5M | 0.00% | +9,629+4.6% | Added |
| Morgan Stanley | 316,578 | $92.5M | 0.01% | +62,933+24.8% | Added |
| BlackRock Inc. | 743,550 | $217.4M | 0.01% | +21,281+2.9% | Added |
| FMR LLC | 746,109 | $218.1M | 0.02% | +648,910+667.6% | Added |
| Vanguard Group Inc | 958,978 | $280.3M | 0.01% | +32,636+3.5% | Added |
| Capital International Investors | 1,546,393 | $452.0M | 0.12% | +7,245+0.5% | Added |
| Gordian Capital Singapore Pte Ltd | 1 | – | – | −500−99.8% | Reduced |
| Cerity Partners LLC | 55 | – | – | +55 | New |
| Antara Capital LP | 0 | $0 | 0.00% | −88,800−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −63,600−100.0% | Sold out |
| QVT Financial LP | 0 | $0 | 0.00% | −46,824−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −26,705−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −21,520−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −10,953−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,013−100.0% | Sold out |
| Hobart Private Capital, LLC | 0 | $0 | 0.00% | −8,260−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −6,078−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,156−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −3,971−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,507−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,073−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,056−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,829−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,749−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,711−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,691−100.0% | Sold out |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −1,657−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,136−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| WJ Interests, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |