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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
Hoey Investments, Inc80$23.4K0.01%00.0%Unchanged
Larson Financial Group LLC62$18.1K0.00%−1−1.6%Reduced
Harbour Investments, Inc.51$14.9K0.00%00.0%Unchanged
Parallel Advisors, LLC49$14.3K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky48$14.0K0.00%00.0%Unchanged
VitalStone Financial, LLC25$14.0K0.01%+25New
Tradition Wealth Management, LLC36$11.0K0.00%00.0%Unchanged
Covestor Ltd38$11.0K0.01%+19+100.0%Added
Beaird Harris Wealth Management, LLC37$10.8K0.00%00.0%Unchanged
Turim 21 Investimentos Ltda.35$10.2K0.01%00.0%Unchanged
Signaturefd, LLC34$9.94K0.00%−1−2.9%Reduced
Ancora Advisors, LLC31$9.06K0.00%00.0%Unchanged
Financial Management Professionals, Inc.30$9.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC30$8.77K0.01%00.0%Unchanged
Central Bank & Trust Co30$8.77K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC27$7.89K0.00%−75−73.5%Reduced
TSFG, LLC23$7.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC22$6.69K0.00%−5−18.5%Reduced
Rosenberg Matthew Hamilton21$6.14K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC19$5.55K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.17$4.97K0.00%−50−74.6%Reduced
Oliver Lagore Vanvalin Investment Group16$4.68K0.00%−2−11.1%Reduced
TCI Wealth Advisors, Inc.15$4.38K0.00%−2−11.8%Reduced
Harvest Fund Management Co., Ltd13$4.00K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC13$3.80K0.01%00.0%Unchanged
Lindbrook Capital, LLC13$3.80K0.00%+1+8.3%Added
NewSquare Capital LLC12$3.51K0.00%+1+9.1%Added
Armstrong Advisory Group, Inc10$2.92K0.00%00.0%Unchanged
Belpointe Asset Management LLC10$2.92K0.00%00.0%Unchanged
AllSquare Wealth Management LLC10$2.92K0.00%+10New
Hexagon Capital Partners LLC9$2.63K0.00%00.0%Unchanged
Pacer Advisors, Inc.7$2.05K0.00%+1+16.7%Added
Cape Investment Advisory, Inc.6$1.75K0.00%+6New
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
Western Pacific Wealth Management, LP5$1.46K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4$1.17K0.00%−27−87.1%Reduced
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
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
Bell Investment Advisors, Inc2$5850.00%00.0%Unchanged
Baldwin Brothers Inc2$5850.00%+2New
WealthPLAN Partners, LLC2$5850.00%+2New
Gradient Investments LLC1$2920.00%+1New
Lazard Asset Management LLC1$00.00%00.0%Unchanged
Asset Dedication, LLC1$00.00%+1New
Gordian Capital Singapore Pte Ltd1––−500−99.8%Reduced
Cerity Partners LLC55––+55New
Antara Capital LP0$00.00%−88,800−100.0%Sold out
Renaissance Technologies LLC0$00.00%−63,600−100.0%Sold out
QVT Financial LP0$00.00%−46,824−100.0%Sold out
Twinbeech Capital LP0$00.00%−26,705−100.0%Sold out
IMC-Chicago, LLC0$00.00%−21,520−100.0%Sold out
PEAK6 Investments LLC0$00.00%−10,953−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−10,013−100.0%Sold out
Hobart Private Capital, LLC0$00.00%−8,260−100.0%Sold out
Sculptor Capital LP0$00.00%−8,200−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−6,078−100.0%Sold out
Engineers Gate Manager LP0$00.00%−5,156−100.0%Sold out
Squarepoint Ops LLC0$00.00%−3,971−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−2,507−100.0%Sold out
Quantbot Technologies LP0$00.00%−2,073−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−2,056−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−1,829−100.0%Sold out
Walleye Trading LLC0$00.00%−1,749−100.0%Sold out
Holocene Advisors, LP0$00.00%−1,711−100.0%Sold out
Point72 Middle East FZE0$00.00%−1,691−100.0%Sold out
Stonegate Investment Group, LLC0$00.00%−1,657−100.0%Sold out
Nomura Holdings Inc0$00.00%−1,136−100.0%Sold out
Shell Asset Management Co0$00.00%−483−100.0%Sold out
Clear Street LLC0$00.00%−99−100.0%Sold out
WJ Interests, LLC0$00.00%−75−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−63−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−67−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−22−100.0%Sold out
McElhenny Sheffield Capital Management, LLC0$00.00%−22−100.0%Sold out
Money Concepts Capital Corp0$00.00%−20−100.0%Sold out
RWM Asset Management, LLC0$00.00%−8−100.0%Sold out
Retirement Group, LLC0$00.00%−10−100.0%Sold out
Romano Brothers and Company0$00.00%−2−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−51−100.0%Sold out
Heritage Wealth Management, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed