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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 811 | $277.7K | 0.00% | +811 | New |
| Teacher Retirement System of Texas | 830 | $284.0K | 0.00% | −210−20.2% | Reduced |
| FORA Capital, LLC | 851 | $291.4K | 0.04% | +851 | New |
| C2C Wealth Management, LLC | 650 | $291.6K | 0.04% | +650 | New |
| Kingsview Wealth Management, LLC | 869 | $297.6K | 0.01% | +869 | New |
| Pekin Hardy Strauss, Inc. | 875 | $299.6K | 0.05% | +875 | New |
| Franklin Resources Inc | 900 | $308.2K | 0.00% | +900 | New |
| Ameritas Investment Partners, Inc. | 913 | $312.6K | 0.01% | +137+17.7% | Added |
| Mariner, LLC | 917 | $314.0K | 0.00% | −192−17.3% | Reduced |
| CWM Advisors, LLC | 927 | $317.3K | 0.04% | −6−0.6% | Reduced |
| Chicago Partners Investment Group LLC | 782 | $318.5K | 0.02% | +11+1.4% | Added |
| MTM Investment Management, LLC | 944 | $323.2K | 0.16% | +36+4.0% | Added |
| King Wealth | 974 | $334.0K | 0.07% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 978 | $334.9K | 0.00% | −68−6.5% | Reduced |
| Perigon Wealth Management, LLC | 984 | $336.9K | 0.01% | +984 | New |
| Wedbush Securities Inc | 988 | $338.0K | 0.02% | −255−20.5% | Reduced |
| Campion Asset Management LLC | 994 | $340.4K | 0.30% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 900 | $345.9K | 0.08% | −1−0.1% | Reduced |
| Cetera Advisors LLC | 1,018 | $348.6K | 0.01% | +20+2.0% | Added |
| Equitable Holdings, Inc. | 1,025 | $351.0K | 0.01% | +1,025 | New |
| Cresset Asset Management, LLC | 1,039 | $355.8K | 0.00% | +320+44.5% | Added |
| Centiva Capital, LP | 1,087 | $372.2K | 0.02% | +1,087 | New |
| Public Employees Retirement Association of Colorado | 1,166 | $399.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,179 | $403.7K | 0.02% | −23−1.9% | Reduced |
| Apollon Wealth Management, LLC | 1,192 | $408.2K | 0.02% | +104+9.6% | Added |
| Victory Capital Management Inc | 1,193 | $408.5K | 0.00% | +118+11.0% | Added |
| Blair William & Co | 1,216 | $416.4K | 0.00% | +36+3.1% | Added |
| AQR Capital Management LLC | 1,266 | $433.5K | 0.00% | +1,266 | New |
| Virginia Retirement Systems Et Al | 1,300 | $445.1K | 0.00% | +100+8.3% | Added |
| Principal Financial Group Inc | 1,306 | $447.2K | 0.00% | +225+20.8% | Added |
| Pictet Asset Management SA | 1,308 | $447.9K | 0.00% | +74+6.0% | Added |
| Fifth Third Bancorp | 1,366 | $467.7K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,379 | $472.2K | 0.01% | +1,379 | New |
| MRP Capital Investments, LLC | 1,435 | $491.4K | 0.48% | −430−23.1% | Reduced |
| Belvedere Trading LLC | 1,461 | $500.3K | 0.16% | −1,818−55.4% | Reduced |
| AtonRa Partners | 1,483 | $507.8K | 0.79% | −226−13.2% | Reduced |
| Handelsbanken Fonder AB | 1,486 | $509.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 1,498 | $512.9K | 0.00% | −65−4.2% | Reduced |
| DRW Securities, LLC | 1,500 | $514.0K | 0.04% | +1,500 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,523 | $521.5K | 0.00% | +301+24.6% | Added |
| Mercer Global Advisors Inc | 1,563 | $535.0K | 0.00% | +1,563 | New |
| Amalgamated Bank | 1,622 | $555.0K | 0.00% | +406+33.4% | Added |
| Kingswood Wealth Advisors, LLC | 1,680 | $575.3K | 0.18% | +1,680 | New |
| Tower Research Capital LLC (TRC) | 1,779 | $609.2K | 0.02% | +1,302+273.0% | Added |
| Janney Montgomery Scott LLC | 1,876 | $642.0K | 0.00% | +395+26.7% | Added |
| Duality Advisers, LP | 1,906 | $652.7K | 0.08% | +1,906 | New |
| Captrust Financial Advisors | 1,947 | $666.7K | 0.00% | +77+4.1% | Added |
| ProShare Advisors LLC | 1,960 | $671.1K | 0.00% | +595+43.6% | Added |
| Capula Management Ltd | 1,960 | $671.1K | 0.08% | +1,960 | New |
| Natixis | 1,999 | $684.5K | 0.01% | +407+25.6% | Added |
| Parallax Volatility Advisers, L.P. | 2,021 | $692.0K | 0.02% | −1,322−39.5% | Reduced |
| Independent Advisor Alliance | 2,034 | $696.5K | 0.03% | −195−8.7% | Reduced |
| LCM Capital Management Inc | 2,253 | $771.5K | 0.63% | 00.0% | Unchanged |
| Amundi | 2,058 | $777.6K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,357 | $807.1K | 0.00% | +267+12.8% | Added |
| RFG Advisory, LLC | 2,362 | $808.8K | 0.04% | +211+9.8% | Added |
| Leonteq Securities AG | 2,400 | $821.8K | 0.08% | +889+58.8% | Added |
| Point72 Asset Management, L.P. | 2,524 | $864.3K | 0.00% | +1,824+260.6% | Added |
| Moors & Cabot, Inc. | 2,552 | $873.9K | 0.06% | +91+3.7% | Added |
| Spire Wealth Management | 2,562 | $877.3K | 0.03% | +1,234+92.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,575 | $881.7K | 0.00% | −8−0.3% | Reduced |
| National Bank of Canada | 2,600 | $883.1K | 0.00% | +832+47.1% | Added |
| Pinnacle Associates Ltd | 2,609 | $893.4K | 0.02% | +1,000+62.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,628 | $899.9K | 0.10% | +2,628 | New |
| Nkcfo LLC | 2,650 | $907.0K | 0.42% | +450+20.5% | Added |
| EagleClaw Capital Managment, LLC | 2,705 | $926.2K | 0.21% | 00.0% | Unchanged |
| Baader Bank INC | 2,819 | $940.8K | 0.08% | +2,819 | New |
| Royal Bank of Canada | 2,951 | $1.01M | 0.00% | +564+23.6% | Added |
| Zacks Investment Management | 3,073 | $1.05M | 0.01% | +3,073 | New |
| Arizona State Retirement System | 3,083 | $1.06M | 0.01% | +373+13.8% | Added |
| State Board of Administration of Florida Retirement System | 3,136 | $1.07M | 0.00% | +870+38.4% | Added |
| United Capital Financial Advisers, LLC | 3,150 | $1.08M | 0.01% | −1,594−33.6% | Reduced |
| Heritage Investors Management Corp | 3,218 | $1.10M | 0.04% | −87−2.6% | Reduced |
| First Republic Investment Management, Inc. | 3,306 | $1.13M | 0.01% | −125−3.6% | Reduced |
| Creative Planning | 3,444 | $1.18M | 0.00% | −3,110−47.5% | Reduced |
| UBS Oconnor LLC | 3,505 | $1.20M | 0.03% | +3,505 | New |
| Avantax Advisory Services, Inc. | 3,785 | $1.30M | 0.01% | +273+7.8% | Added |
| Ensign Peak Advisors, Inc | 3,790 | $1.30M | 0.00% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 3,900 | $1.34M | 1.00% | −49−1.2% | Reduced |
| Private Advisor Group, LLC | 4,009 | $1.37M | 0.01% | −189−4.5% | Reduced |
| BIT Capital GmbH | 4,156 | $1.42M | 0.17% | −2,472−37.3% | Reduced |
| Kapstone Financial Advisors LLC | 3,361 | $1.46M | 1.21% | +2,763+462.0% | Added |
| HSBC Holdings PLC | 4,365 | $1.49M | 0.00% | +3,065+235.8% | Added |
| Voya Investment Management LLC | 4,372 | $1.50M | 0.00% | +708+19.3% | Added |
| Manufacturers Life Insurance Company, The | 4,388 | $1.50M | 0.00% | +610+16.1% | Added |
| GTS Securities LLC | 4,512 | $1.54M | 0.05% | +4,512 | New |
| New York State Common Retirement Fund | 4,704 | $1.61M | 0.00% | −613−11.5% | Reduced |
| Algert Global LLC | 4,787 | $1.64M | 0.07% | +720+17.7% | Added |
| Bank of Montreal | 4,956 | $1.70M | 0.00% | +891+21.9% | Added |
| Coastal Investment Advisors, Inc. | 5,067 | $1.74M | 0.38% | −3−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 5,263 | $1.80M | 0.00% | −14,544−73.4% | Reduced |
| American International Group, Inc. | 5,323 | $1.82M | 0.01% | +659+14.1% | Added |
| MML Investors Services, LLC | 5,789 | $1.98M | 0.01% | −1,025−15.0% | Reduced |
| MetLife Investment Management | 5,828 | $2.00M | 0.01% | +761+15.0% | Added |
| Janus Henderson Group PLC | 6,010 | $2.06M | 0.00% | +697+13.1% | Added |
| Financial Sense Advisors, Inc. | 6,300 | $2.16M | 0.99% | +740+13.3% | Added |
| Price T Rowe Associates Inc | 6,460 | $2.21M | 0.00% | +690+12.0% | Added |
| Ameriprise Financial Inc | 6,673 | $2.28M | 0.00% | +845+14.5% | Added |
| Quantitative Investment Management, LLC | 6,822 | $2.33M | 0.22% | +3,816+126.9% | Added |
| Seven Eight Capital, LP | 6,924 | $2.37M | 0.39% | +5,064+272.3% | Added |