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 |
|---|---|---|---|---|---|
| LCM Capital Management Inc | 2,253 | $658.6K | 0.58% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,245 | $656.0K | 0.01% | −2,810−55.6% | Reduced |
| Independent Advisor Alliance | 2,229 | $651.6K | 0.03% | +2,229 | New |
| Nkcfo LLC | 2,200 | $643.0K | 0.31% | −300−12.0% | Reduced |
| RFG Advisory, LLC | 2,151 | $628.8K | 0.03% | +604+39.0% | Added |
| Boulder Hill Capital Management LP | 2,100 | $613.9K | 0.49% | +2,100 | New |
| Stifel Financial Corp | 2,090 | $610.9K | 0.00% | −325−13.5% | Reduced |
| Amundi | 2,058 | $598.5K | 0.00% | −319−13.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,936 | $565.9K | 0.01% | +1,320+214.3% | Added |
| Captrust Financial Advisors | 1,870 | $546.6K | 0.00% | −233−11.1% | Reduced |
| MRP Capital Investments, LLC | 1,865 | $545.2K | 0.60% | +975+109.6% | Added |
| Seven Eight Capital, LP | 1,860 | $543.7K | 0.11% | +1,860 | New |
| Aquatic Capital Management LLC | 1,800 | $526.0K | 0.03% | +1,800 | New |
| National Bank of Canada | 1,768 | $517.0K | 0.00% | +143+8.8% | Added |
| Hilltop Holdings Inc. | 1,740 | $508.6K | 0.07% | +1,740 | New |
| Rockefeller Capital Management L.P. | 1,719 | $502.0K | 0.00% | +34+2.0% | Added |
| AtonRa Partners | 1,709 | $499.6K | 0.73% | +1,709 | New |
| Spouting Rock Asset Management, LLC | 1,638 | $478.8K | 0.17% | +1,638 | New |
| Pinnacle Associates Ltd | 1,609 | $470.3K | 0.01% | +1,609 | New |
| Natixis | 1,592 | $465.4K | 0.00% | +1,592 | New |
| CI Private Wealth, LLC | 1,563 | $456.9K | 0.00% | +75+5.0% | Added |
| Leonteq Securities AG | 1,511 | $441.7K | 0.04% | +139+10.1% | Added |
| CenterBook Partners LP | 1,495 | $437.0K | 0.06% | +1,495 | New |
| Handelsbanken Fonder AB | 1,486 | $434.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 1,481 | $433.0K | 0.00% | −15−1.0% | Reduced |
| XTX Topco Ltd | 1,475 | $431.2K | 0.09% | +1,475 | New |
| Arrowroot Family Office, LLC | 1,414 | $413.3K | 0.35% | +1,414 | New |
| Fifth Third Bancorp | 1,366 | $399.3K | 0.00% | +465+51.6% | Added |
| ProShare Advisors LLC | 1,365 | $399.0K | 0.00% | −110−7.5% | Reduced |
| Spire Wealth Management | 1,328 | $388.2K | 0.02% | +1,152+654.5% | Added |
| HSBC Holdings PLC | 1,300 | $380.0K | 0.00% | +1,300 | New |
| Wedbush Securities Inc | 1,243 | $363.0K | 0.02% | +1,243 | New |
| Pictet Asset Management SA | 1,234 | $360.7K | 0.00% | +1,234 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,222 | $357.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,216 | $355.0K | 0.00% | −169−12.2% | Reduced |
| Geneos Wealth Management Inc. | 1,202 | $351.4K | 0.02% | −103−7.9% | Reduced |
| Virginia Retirement Systems Et Al | 1,200 | $350.8K | 0.00% | +1,200 | New |
| Blair William & Co | 1,180 | $344.9K | 0.00% | +1,180 | New |
| Public Employees Retirement Association of Colorado | 1,166 | $341.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 1,109 | $324.0K | 0.00% | +1,109 | New |
| Apollon Wealth Management, LLC | 1,088 | $318.0K | 0.02% | +1,088 | New |
| Principal Financial Group Inc | 1,081 | $316.0K | 0.00% | +1,081 | New |
| Victory Capital Management Inc | 1,075 | $314.2K | 0.00% | +1,075 | New |
| Atria Wealth Solutions, Inc. | 1,046 | $305.8K | 0.00% | +1,046 | New |
| Teacher Retirement System of Texas | 1,040 | $304.0K | 0.00% | +1,040 | New |
| Cetera Advisors LLC | 998 | $291.7K | 0.00% | +998 | New |
| Campion Asset Management LLC | 994 | $290.6K | 0.27% | +994 | New |
| King Wealth | 974 | $285.0K | 0.06% | +974 | New |
| CWM Advisors, LLC | 933 | $272.6K | 0.03% | −773−45.3% | Reduced |
| MTM Investment Management, LLC | 908 | $265.4K | 0.14% | +908 | New |
| Envestnet Asset Management Inc | 905 | $264.6K | 0.00% | +905 | New |
| Harvest Investment Services, LLC | 893 | $261.0K | 0.20% | +893 | New |
| Ambassador Advisors, LLC | 901 | $258.9K | 0.06% | +901 | New |
| Tobam | 868 | $254.0K | 0.02% | +322+59.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 838 | $245.0K | 0.00% | +838 | New |
| IHT Wealth Management, LLC | 810 | $236.8K | 0.01% | +810 | New |
| QCM Cayman, Ltd. | 795 | $232.4K | 1.46% | +795 | New |
| Flaharty Asset Management, LLC | 784 | $229.2K | 0.04% | +784 | New |
| Ameritas Investment Partners, Inc. | 776 | $226.8K | 0.01% | +47+6.4% | Added |
| Verus Capital Partners, LLC | 758 | $221.6K | 0.03% | +758 | New |
| Marex Group plc | 757 | $221.3K | 0.03% | +757 | New |
| Chicago Partners Investment Group LLC | 771 | $220.0K | 0.01% | −4−0.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 735 | $214.9K | 0.00% | +735 | New |
| XR Securities LLC | 735 | $214.9K | 0.30% | +735 | New |
| Stratos Wealth Partners, LTD. | 726 | $212.2K | 0.01% | +726 | New |
| GWM Advisors LLC | 720 | $210.5K | 0.00% | −15−2.0% | Reduced |
| Cresset Asset Management, LLC | 719 | $210.2K | 0.00% | +719 | New |
| Point72 Asset Management, L.P. | 700 | $204.6K | 0.00% | +700 | New |
| Norges Bank | 699 | $204.3K | 0.00% | +699 | New |
| Kapstone Financial Advisors LLC | 598 | $203.8K | 0.18% | +598 | New |
| American Century Companies Inc | 719 | $200.8K | 0.00% | +719 | New |
| IFP Advisors, Inc | 1,521 | $198.4K | 0.01% | +6+0.4% | Added |
| Newbridge Financial Services Group, Inc. | 668 | $195.3K | 0.10% | +110+19.7% | Added |
| ETF Managers Group, LLC | 659 | $192.6K | 0.01% | +659 | New |
| WR Wealth Planners, LLC | 526 | $153.8K | 0.07% | +526 | New |
| Metropolitan Life Insurance Co | 521 | $152.3K | 0.01% | −62−10.6% | Reduced |
| Nisa Investment Advisors, LLC | 510 | $149.0K | 0.00% | −94−15.6% | Reduced |
| Tower Research Capital LLC (TRC) | 477 | $139.0K | 0.00% | −1,008−67.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 435 | $127.2K | 0.00% | +3+0.7% | Added |
| Great West Life Assurance Co | 431 | $126.0K | 0.00% | −72−14.3% | Reduced |
| Allworth Financial LP | 322 | $94.1K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 313 | $92.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 270 | $78.9K | 0.00% | +250+1,250.0% | Added |
| US Bancorp | 255 | $74.5K | 0.00% | +17+7.1% | Added |
| Federation des caisses Desjardins du Quebec | 219 | $64.0K | 0.00% | +100+84.0% | Added |
| CWM, LLC | 208 | $61.0K | 0.00% | −65−23.8% | Reduced |
| MB, Levis & Associates, LLC | 200 | $58.5K | 0.04% | 00.0% | Unchanged |
| Credit Agricole S A | 170 | $49.7K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 166 | $48.5K | 0.01% | +71+74.7% | Added |
| Ci Investments Inc. | 159 | $46.0K | 0.00% | −12−7.0% | Reduced |
| Russell Investments Group, Ltd. | 154 | $45.0K | 0.00% | +154 | New |
| Advisory Services Network, LLC | 141 | $41.2K | 0.00% | −95−40.3% | Reduced |
| Central Trust Co | 127 | $37.1K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 102 | $30.0K | 0.03% | −2−1.9% | Reduced |
| Harbor Investment Advisory, LLC | 100 | $29.2K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 100 | $29.2K | 0.02% | +100 | New |
| FNY Investment Advisers, LLC | 100 | $29.0K | 0.03% | +100 | New |
| AdvisorNet Financial, Inc | 95 | $27.8K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 88 | $25.0K | 0.00% | +35+66.0% | Added |
| DT Investment Partners, LLC | 80 | $24.6K | 0.00% | +80 | New |