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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 6,980 | $2.39M | 0.00% | −1,219−14.9% | Reduced |
| Cutler Group LP | 7,206 | $2.47M | 0.58% | −3,929−35.3% | Reduced |
| Raymond James & Associates | 7,239 | $2.48M | 0.00% | +12+0.2% | Added |
| Wellington Management Group LLP | 7,250 | $2.48M | 0.00% | +3,070+73.4% | Added |
| Acorn Financial Advisory Services Inc | 7,311 | $2.50M | 0.44% | +957+15.1% | Added |
| Bank of America Corp | 7,403 | $2.53M | 0.00% | −8,465−53.3% | Reduced |
| AE Wealth Management LLC | 7,486 | $2.56M | 0.02% | +1,290+20.8% | Added |
| Citigroup Inc | 7,528 | $2.58M | 0.00% | +4,670+163.4% | Added |
| UBS Group AG | 7,654 | $2.62M | 0.00% | −4,825−38.7% | Reduced |
| Longitude (Cayman) Ltd. | 7,700 | $2.64M | 4.03% | +200+2.7% | Added |
| State of New Jersey Common Pension Fund D | 7,943 | $2.72M | 0.01% | −701−8.1% | Reduced |
| Eschler Asset Management LLP | 8,236 | $2.82M | 4.00% | −800−8.9% | Reduced |
| State of Wisconsin Investment Board | 8,354 | $2.86M | 0.01% | +1,090+15.0% | Added |
| Tudor Investment Corp Et Al | 8,365 | $2.86M | 0.05% | −12,312−59.5% | Reduced |
| Cubist Systematic Strategies, LLC | 8,493 | $2.91M | 0.03% | +8,493 | New |
| UBS Asset Management Americas Inc | 11,207 | $3.28M | 0.00% | 00.0% | Unchanged |
| SRN Advisors, LLC | 9,714 | $3.33M | 2.96% | −3,921−28.8% | Reduced |
| Legal & General Group Plc | 10,586 | $3.62M | 0.00% | +1,647+18.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,704 | $3.67M | 0.02% | +358+3.5% | Added |
| HighTower Advisors, LLC | 10,880 | $3.71M | 0.01% | +2,981+37.7% | Added |
| Foundations Investment Advisors, LLC | 11,025 | $3.78M | 0.12% | −540−4.7% | Reduced |
| Squarepoint Ops LLC | 11,111 | $3.80M | 0.02% | +11,111 | New |
| Commonwealth Equity Services, LLC | 11,776 | $4.03M | 0.01% | +287+2.5% | Added |
| Accuvest Global Advisors | 12,522 | $4.29M | 2.20% | −99−0.8% | Reduced |
| California State Teachers Retirement System | 13,336 | $4.57M | 0.01% | +1,524+12.9% | Added |
| Alliancebernstein L.P. | 13,563 | $4.64M | 0.00% | +2,620+23.9% | Added |
| Johnson Financial Group, LLC | 15,000 | $5.14M | 0.70% | −4,737−24.0% | Reduced |
| First Trust Advisors LP | 15,438 | $5.29M | 0.01% | +1,917+14.2% | Added |
| California Public Employees Retirement System | 15,648 | $5.36M | 0.00% | +390+2.6% | Added |
| Rhumbline Advisers | 16,663 | $5.71M | 0.01% | +1,193+7.7% | Added |
| Barclays PLC | 17,877 | $6.12M | 0.00% | +4,319+31.9% | Added |
| Van Eck Associates Corp | 18,022 | $6.17M | 0.01% | +4,585+34.1% | Added |
| Credit Suisse AG | 18,576 | $6.36M | 0.01% | +4,167+28.9% | Added |
| Virtu Financial LLC | 18,712 | $6.41M | 0.49% | +18,712 | New |
| Horizon Kinetics Asset Management LLC | 19,919 | $6.82M | 0.15% | −26−0.1% | Reduced |
| Two Sigma Advisers, LP | 21,000 | $7.19M | 0.02% | +9,500+82.6% | Added |
| Berkshire Capital Holdings Inc | 21,950 | $7.52M | 3.10% | −4,360−16.6% | Reduced |
| Swiss National Bank | 23,900 | $8.18M | 0.01% | +3,700+18.3% | Added |
| Simplex Trading, LLC | 24,524 | $8.40M | 0.36% | +9,830+66.9% | Added |
| LPL Financial LLC | 24,740 | $8.47M | 0.01% | −600−2.4% | Reduced |
| Exchange Traded Concepts, LLC | 25,029 | $8.57M | 0.21% | +3,555+16.6% | Added |
| Advisor Group Holdings, Inc. | 26,730 | $9.16M | 0.02% | −2,968−10.0% | Reduced |
| Nuveen Asset Management, LLC | 28,614 | $9.80M | 0.00% | −26−0.1% | Reduced |
| Capital Research Global Investors | 29,004 | $9.93M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 32,324 | $11.1M | 0.00% | +3,725+13.0% | Added |
| SG Americas Securities, LLC | 32,455 | $11.1M | 0.09% | +30,210+1,345.7% | Added |
| Millennium Management LLC | 32,969 | $11.3M | 0.01% | +13,923+73.1% | Added |
| Jane Street Group, LLC | 35,006 | $12.0M | 0.02% | +9,822+39.0% | Added |
| Meitav Dash Investments Ltd | 39,480 | $13.2M | 0.11% | +39,480 | New |
| GAM Holding AG | 41,040 | $14.1M | 0.97% | −2,970−6.7% | Reduced |
| Bank of New York Mellon Corp | 45,818 | $15.7M | 0.00% | +3,948+9.4% | Added |
| Goldman Sachs Group Inc | 49,152 | $16.8M | 0.00% | −7,024−12.5% | Reduced |
| Group One Trading, L.P. | 50,320 | $17.2M | 0.74% | +43,393+626.4% | Added |
| Citadel Advisors LLC | 58,886 | $20.2M | 0.02% | +8,159+16.1% | Added |
| JPMorgan Chase & Co | 59,944 | $20.5M | 0.00% | +32,846+121.2% | Added |
| Capital World Investors | 70,100 | $24.0M | 0.00% | −53,000−43.1% | Reduced |
| Voloridge Investment Management, LLC | 71,249 | $24.4M | 0.12% | +71,249 | New |
| Balyasny Asset Management LLC | 76,596 | $26.2M | 0.07% | +6,401+9.1% | Added |
| Toroso Investments, LLC | 78,664 | $26.9M | 0.79% | −9,330−10.6% | Reduced |
| Charles Schwab Investment Management Inc | 85,077 | $29.1M | 0.01% | +10,351+13.9% | Added |
| Northern Trust Corp | 105,827 | $36.2M | 0.01% | +17,175+19.4% | Added |
| Invesco Ltd. | 113,385 | $38.8M | 0.01% | −430−0.4% | Reduced |
| Two Sigma Investments, LP | 177,458 | $60.8M | 0.16% | +97,081+120.8% | Added |
| Susquehanna International Group, LLP | 218,013 | $74.7M | 0.12% | +178,929+457.8% | Added |
| Geode Capital Management, LLC | 221,013 | $75.7M | 0.01% | +31,090+16.4% | Added |
| State Street Corp | 238,048 | $81.5M | 0.00% | +20,939+9.6% | Added |
| Morgan Stanley | 302,041 | $103.4M | 0.01% | −14,537−4.6% | Reduced |
| FMR LLC | 390,537 | $133.7M | 0.01% | −355,572−47.7% | Reduced |
| BlackRock Inc. | 879,617 | $301.2M | 0.01% | +136,067+18.3% | Added |
| Vanguard Group Inc | 1,023,873 | $350.6M | 0.01% | +64,895+6.8% | Added |
| Capital International Investors | 1,549,667 | $530.6M | 0.13% | +3,274+0.2% | Added |
| Eminence Capital, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Carronade Capital Management, LP | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,936−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −1,740−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −1,638−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −1,495−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −757−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| XR Securities LLC | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| ETF Managers Group, LLC | – | – | – | – | Not filed |