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, Q2 2023
Institutional positions in Strategy Inc as of Jun 30, 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
- 271
- +20 vs. Q1 2023
- Shares held
- 6.98M
- +424.3K (+6.5%) vs. Q1 2023
- Total value
- $2.39B
- +$473.4M (+24.7%) vs. Q1 2023
- New holders
- 48
- 100 more added
- Sold out
- 28
- 63 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 1,549,667 | $530.6M | 0.13% | +3,274+0.2% | Added |
| Vanguard Group Inc | 1,023,873 | $350.6M | 0.01% | +64,895+6.8% | Added |
| BlackRock Inc. | 879,617 | $301.2M | 0.01% | +136,067+18.3% | Added |
| FMR LLC | 390,537 | $133.7M | 0.01% | −355,572−47.7% | Reduced |
| Morgan Stanley | 302,041 | $103.4M | 0.01% | −14,537−4.6% | Reduced |
| State Street Corp | 238,048 | $81.5M | 0.00% | +20,939+9.6% | Added |
| Geode Capital Management, LLC | 221,013 | $75.7M | 0.01% | +31,090+16.4% | Added |
| Susquehanna International Group, LLP | 218,013 | $74.7M | 0.12% | +178,929+457.8% | Added |
| Two Sigma Investments, LP | 177,458 | $60.8M | 0.16% | +97,081+120.8% | Added |
| Invesco Ltd. | 113,385 | $38.8M | 0.01% | −430−0.4% | Reduced |
| Northern Trust Corp | 105,827 | $36.2M | 0.01% | +17,175+19.4% | Added |
| Charles Schwab Investment Management Inc | 85,077 | $29.1M | 0.01% | +10,351+13.9% | Added |
| Toroso Investments, LLC | 78,664 | $26.9M | 0.79% | −9,330−10.6% | Reduced |
| Balyasny Asset Management LLC | 76,596 | $26.2M | 0.07% | +6,401+9.1% | Added |
| Voloridge Investment Management, LLC | 71,249 | $24.4M | 0.12% | +71,249 | New |
| Capital World Investors | 70,100 | $24.0M | 0.00% | −53,000−43.1% | Reduced |
| JPMorgan Chase & Co | 59,944 | $20.5M | 0.00% | +32,846+121.2% | Added |
| Citadel Advisors LLC | 58,886 | $20.2M | 0.02% | +8,159+16.1% | Added |
| Group One Trading, L.P. | 50,320 | $17.2M | 0.74% | +43,393+626.4% | Added |
| Goldman Sachs Group Inc | 49,152 | $16.8M | 0.00% | −7,024−12.5% | Reduced |
| Bank of New York Mellon Corp | 45,818 | $15.7M | 0.00% | +3,948+9.4% | Added |
| GAM Holding AG | 41,040 | $14.1M | 0.97% | −2,970−6.7% | Reduced |
| Meitav Dash Investments Ltd | 39,480 | $13.2M | 0.11% | +39,480 | New |
| Jane Street Group, LLC | 35,006 | $12.0M | 0.02% | +9,822+39.0% | Added |
| Millennium Management LLC | 32,969 | $11.3M | 0.01% | +13,923+73.1% | Added |
| SG Americas Securities, LLC | 32,455 | $11.1M | 0.09% | +30,210+1,345.7% | Added |
| Wells Fargo & Company | 32,324 | $11.1M | 0.00% | +3,725+13.0% | Added |
| Capital Research Global Investors | 29,004 | $9.93M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 28,614 | $9.80M | 0.00% | −26−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 26,730 | $9.16M | 0.02% | −2,968−10.0% | Reduced |
| Exchange Traded Concepts, LLC | 25,029 | $8.57M | 0.21% | +3,555+16.6% | Added |
| LPL Financial LLC | 24,740 | $8.47M | 0.01% | −600−2.4% | Reduced |
| Simplex Trading, LLC | 24,524 | $8.40M | 0.36% | +9,830+66.9% | Added |
| Swiss National Bank | 23,900 | $8.18M | 0.01% | +3,700+18.3% | Added |
| Berkshire Capital Holdings Inc | 21,950 | $7.52M | 3.10% | −4,360−16.6% | Reduced |
| Two Sigma Advisers, LP | 21,000 | $7.19M | 0.02% | +9,500+82.6% | Added |
| Horizon Kinetics Asset Management LLC | 19,919 | $6.82M | 0.15% | −26−0.1% | Reduced |
| Virtu Financial LLC | 18,712 | $6.41M | 0.49% | +18,712 | New |
| Credit Suisse AG | 18,576 | $6.36M | 0.01% | +4,167+28.9% | Added |
| Van Eck Associates Corp | 18,022 | $6.17M | 0.01% | +4,585+34.1% | Added |
| Barclays PLC | 17,877 | $6.12M | 0.00% | +4,319+31.9% | Added |
| Rhumbline Advisers | 16,663 | $5.71M | 0.01% | +1,193+7.7% | Added |
| California Public Employees Retirement System | 15,648 | $5.36M | 0.00% | +390+2.6% | Added |
| First Trust Advisors LP | 15,438 | $5.29M | 0.01% | +1,917+14.2% | Added |
| Johnson Financial Group, LLC | 15,000 | $5.14M | 0.70% | −4,737−24.0% | Reduced |
| Alliancebernstein L.P. | 13,563 | $4.64M | 0.00% | +2,620+23.9% | Added |
| California State Teachers Retirement System | 13,336 | $4.57M | 0.01% | +1,524+12.9% | Added |
| Accuvest Global Advisors | 12,522 | $4.29M | 2.20% | −99−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 11,776 | $4.03M | 0.01% | +287+2.5% | Added |
| Squarepoint Ops LLC | 11,111 | $3.80M | 0.02% | +11,111 | New |
| Foundations Investment Advisors, LLC | 11,025 | $3.78M | 0.12% | −540−4.7% | Reduced |
| HighTower Advisors, LLC | 10,880 | $3.71M | 0.01% | +2,981+37.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,704 | $3.67M | 0.02% | +358+3.5% | Added |
| Legal & General Group Plc | 10,586 | $3.62M | 0.00% | +1,647+18.4% | Added |
| SRN Advisors, LLC | 9,714 | $3.33M | 2.96% | −3,921−28.8% | Reduced |
| UBS Asset Management Americas Inc | 11,207 | $3.28M | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 8,493 | $2.91M | 0.03% | +8,493 | New |
| Tudor Investment Corp Et Al | 8,365 | $2.86M | 0.05% | −12,312−59.5% | Reduced |
| State of Wisconsin Investment Board | 8,354 | $2.86M | 0.01% | +1,090+15.0% | Added |
| Eschler Asset Management LLP | 8,236 | $2.82M | 4.00% | −800−8.9% | Reduced |
| State of New Jersey Common Pension Fund D | 7,943 | $2.72M | 0.01% | −701−8.1% | Reduced |
| Longitude (Cayman) Ltd. | 7,700 | $2.64M | 4.03% | +200+2.7% | Added |
| UBS Group AG | 7,654 | $2.62M | 0.00% | −4,825−38.7% | Reduced |
| Citigroup Inc | 7,528 | $2.58M | 0.00% | +4,670+163.4% | Added |
| AE Wealth Management LLC | 7,486 | $2.56M | 0.02% | +1,290+20.8% | Added |
| Bank of America Corp | 7,403 | $2.53M | 0.00% | −8,465−53.3% | Reduced |
| Acorn Financial Advisory Services Inc | 7,311 | $2.50M | 0.44% | +957+15.1% | Added |
| Wellington Management Group LLP | 7,250 | $2.48M | 0.00% | +3,070+73.4% | Added |
| Raymond James & Associates | 7,239 | $2.48M | 0.00% | +12+0.2% | Added |
| Cutler Group LP | 7,206 | $2.47M | 0.58% | −3,929−35.3% | Reduced |
| Deutsche Bank AG | 6,980 | $2.39M | 0.00% | −1,219−14.9% | Reduced |
| Seven Eight Capital, LP | 6,924 | $2.37M | 0.39% | +5,064+272.3% | Added |
| Quantitative Investment Management, LLC | 6,822 | $2.33M | 0.22% | +3,816+126.9% | Added |
| Ameriprise Financial Inc | 6,673 | $2.28M | 0.00% | +845+14.5% | Added |
| Price T Rowe Associates Inc | 6,460 | $2.21M | 0.00% | +690+12.0% | Added |
| Financial Sense Advisors, Inc. | 6,300 | $2.16M | 0.99% | +740+13.3% | Added |
| Janus Henderson Group PLC | 6,010 | $2.06M | 0.00% | +697+13.1% | Added |
| MetLife Investment Management | 5,828 | $2.00M | 0.01% | +761+15.0% | Added |
| MML Investors Services, LLC | 5,789 | $1.98M | 0.01% | −1,025−15.0% | Reduced |
| American International Group, Inc. | 5,323 | $1.82M | 0.01% | +659+14.1% | Added |
| BNP Paribas Arbitrage, SA | 5,263 | $1.80M | 0.00% | −14,544−73.4% | Reduced |
| Coastal Investment Advisors, Inc. | 5,067 | $1.74M | 0.38% | −3−0.1% | Reduced |
| Bank of Montreal | 4,956 | $1.70M | 0.00% | +891+21.9% | Added |
| Algert Global LLC | 4,787 | $1.64M | 0.07% | +720+17.7% | Added |
| New York State Common Retirement Fund | 4,704 | $1.61M | 0.00% | −613−11.5% | Reduced |
| GTS Securities LLC | 4,512 | $1.54M | 0.05% | +4,512 | New |
| Manufacturers Life Insurance Company, The | 4,388 | $1.50M | 0.00% | +610+16.1% | Added |
| Voya Investment Management LLC | 4,372 | $1.50M | 0.00% | +708+19.3% | Added |
| HSBC Holdings PLC | 4,365 | $1.49M | 0.00% | +3,065+235.8% | Added |
| Kapstone Financial Advisors LLC | 3,361 | $1.46M | 1.21% | +2,763+462.0% | Added |
| BIT Capital GmbH | 4,156 | $1.42M | 0.17% | −2,472−37.3% | Reduced |
| Private Advisor Group, LLC | 4,009 | $1.37M | 0.01% | −189−4.5% | Reduced |
| Capital Wealth Alliance, LLC | 3,900 | $1.34M | 1.00% | −49−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 3,790 | $1.30M | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,785 | $1.30M | 0.01% | +273+7.8% | Added |
| UBS Oconnor LLC | 3,505 | $1.20M | 0.03% | +3,505 | New |
| Creative Planning | 3,444 | $1.18M | 0.00% | −3,110−47.5% | Reduced |
| First Republic Investment Management, Inc. | 3,306 | $1.13M | 0.01% | −125−3.6% | Reduced |
| Heritage Investors Management Corp | 3,218 | $1.10M | 0.04% | −87−2.6% | Reduced |
| United Capital Financial Advisers, LLC | 3,150 | $1.08M | 0.01% | −1,594−33.6% | Reduced |