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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

Q2 2023 vs. Q1 2023

How the institutions holding Strategy Inc changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of MSTR: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders2521271+20
Shares6.55M6596.98M+424.3K (+6.5%)
Value$1.92B$192.6K$2.39B+$473.4M (+24.7%)

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Strategy Inc at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to MSTR in Q2 2023
InstitutionSharesValue% of portfolio
Voloridge Investment Management, LLC71,249$24.4M0.12%
Meitav Dash Investments Ltd39,480$13.2M0.11%
Virtu Financial LLC18,712$6.41M0.49%
Squarepoint Ops LLC11,111$3.80M0.02%
Cubist Systematic Strategies, LLC8,493$2.91M0.03%
GTS Securities LLC4,512$1.54M0.05%
UBS Oconnor LLC3,505$1.20M0.03%
Zacks Investment Management3,073$1.05M0.01%
Baader Bank INC2,819$940.8K0.08%
Y-Intercept (Hong Kong) Ltd2,628$899.9K0.10%
Capula Management Ltd1,960$671.1K0.08%
Duality Advisers, LP1,906$652.7K0.08%
Kingswood Wealth Advisors, LLC1,680$575.3K0.18%
Mercer Global Advisors Inc1,563$535.0K0.00%
DRW Securities, LLC1,500$514.0K0.04%
Miracle Mile Advisors, LLC1,379$472.2K0.01%
AQR Capital Management LLC1,266$433.5K0.00%
Centiva Capital, LP1,087$372.2K0.02%
Equitable Holdings, Inc.1,025$351.0K0.01%
Perigon Wealth Management, LLC984$336.9K0.01%
Franklin Resources Inc900$308.2K0.00%
Pekin Hardy Strauss, Inc.875$299.6K0.05%
Kingsview Wealth Management, LLC869$297.6K0.01%
C2C Wealth Management, LLC650$291.6K0.04%
FORA Capital, LLC851$291.4K0.04%
Kestra Advisory Services, LLC811$277.7K0.00%
Mackenzie Financial Corp696$263.0K0.00%
Gladstone Institutional Advisory LLC746$255.4K0.02%
STRS Ohio700$239.0K0.00%
Cetera Advisor Networks LLC672$230.1K0.00%
Xponance, Inc.651$222.9K0.00%
Financial Advocates Investment Management643$220.2K0.02%
Silvercrest Asset Management Group LLC600$205.5K0.00%
Vontobel Holding Ltd.596$204.1K0.00%
Impact Partnership Wealth, LLC219$75.0K0.03%
C M Bidwell & Associates Ltd118$40.4K0.03%
Elequin Capital LP68$23.3K0.01%
Edmond de Rothschild Holding S.A.50$17.1K0.00%
Capital Advisors, Ltd. LLC51$17.0K0.00%
Stonehage Fleming Financial Services Holdings Ltd32$8.87K0.00%
Beacon Capital Management, LLC19$6.51K0.00%
Raleigh Capital Management Inc.18$6.16K0.00%
CVA Family Office, LLC11$3.77K0.00%
Worth Asset Management, LLC3$1.03K0.00%
PEAK6 Investments LLC3$1.00K0.00%
HHM Wealth Advisors, LLC2$6850.00%
EverSource Wealth Advisors, LLC0$860.00%
Avion Wealth2$00.00%

Sold out (28)

Institutions that held Strategy Inc at the end of Q1 2023 and filed for Q2 2023 without it.

Not filed for Q2 2023 yet (1)

Institutions that held Strategy Inc at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSTR in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
ETF Managers Group, LLC659$192.6K