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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 3,136 | $1.07M | 0.00% | +870+38.4% | Added |
| Arizona State Retirement System | 3,083 | $1.06M | 0.01% | +373+13.8% | Added |
| Zacks Investment Management | 3,073 | $1.05M | 0.01% | +3,073 | New |
| Royal Bank of Canada | 2,951 | $1.01M | 0.00% | +564+23.6% | Added |
| Baader Bank INC | 2,819 | $940.8K | 0.08% | +2,819 | New |
| EagleClaw Capital Managment, LLC | 2,705 | $926.2K | 0.21% | 00.0% | Unchanged |
| Nkcfo LLC | 2,650 | $907.0K | 0.42% | +450+20.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,628 | $899.9K | 0.10% | +2,628 | New |
| Pinnacle Associates Ltd | 2,609 | $893.4K | 0.02% | +1,000+62.2% | Added |
| National Bank of Canada | 2,600 | $883.1K | 0.00% | +832+47.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,575 | $881.7K | 0.00% | −8−0.3% | Reduced |
| Spire Wealth Management | 2,562 | $877.3K | 0.03% | +1,234+92.9% | Added |
| Moors & Cabot, Inc. | 2,552 | $873.9K | 0.06% | +91+3.7% | Added |
| Point72 Asset Management, L.P. | 2,524 | $864.3K | 0.00% | +1,824+260.6% | Added |
| Leonteq Securities AG | 2,400 | $821.8K | 0.08% | +889+58.8% | Added |
| RFG Advisory, LLC | 2,362 | $808.8K | 0.04% | +211+9.8% | Added |
| Stifel Financial Corp | 2,357 | $807.1K | 0.00% | +267+12.8% | Added |
| Amundi | 2,058 | $777.6K | 0.00% | 00.0% | Unchanged |
| LCM Capital Management Inc | 2,253 | $771.5K | 0.63% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,034 | $696.5K | 0.03% | −195−8.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,021 | $692.0K | 0.02% | −1,322−39.5% | Reduced |
| Natixis | 1,999 | $684.5K | 0.01% | +407+25.6% | 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 |
| Captrust Financial Advisors | 1,947 | $666.7K | 0.00% | +77+4.1% | Added |
| Duality Advisers, LP | 1,906 | $652.7K | 0.08% | +1,906 | New |
| Janney Montgomery Scott LLC | 1,876 | $642.0K | 0.00% | +395+26.7% | Added |
| Tower Research Capital LLC (TRC) | 1,779 | $609.2K | 0.02% | +1,302+273.0% | Added |
| Kingswood Wealth Advisors, LLC | 1,680 | $575.3K | 0.18% | +1,680 | New |
| Amalgamated Bank | 1,622 | $555.0K | 0.00% | +406+33.4% | Added |
| Mercer Global Advisors Inc | 1,563 | $535.0K | 0.00% | +1,563 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,523 | $521.5K | 0.00% | +301+24.6% | Added |
| DRW Securities, LLC | 1,500 | $514.0K | 0.04% | +1,500 | New |
| CI Private Wealth, LLC | 1,498 | $512.9K | 0.00% | −65−4.2% | Reduced |
| Handelsbanken Fonder AB | 1,486 | $509.0K | 0.00% | 00.0% | Unchanged |
| AtonRa Partners | 1,483 | $507.8K | 0.79% | −226−13.2% | Reduced |
| Belvedere Trading LLC | 1,461 | $500.3K | 0.16% | −1,818−55.4% | Reduced |
| MRP Capital Investments, LLC | 1,435 | $491.4K | 0.48% | −430−23.1% | Reduced |
| Miracle Mile Advisors, LLC | 1,379 | $472.2K | 0.01% | +1,379 | New |
| Fifth Third Bancorp | 1,366 | $467.7K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 1,308 | $447.9K | 0.00% | +74+6.0% | Added |
| Principal Financial Group Inc | 1,306 | $447.2K | 0.00% | +225+20.8% | Added |
| Virginia Retirement Systems Et Al | 1,300 | $445.1K | 0.00% | +100+8.3% | Added |
| AQR Capital Management LLC | 1,266 | $433.5K | 0.00% | +1,266 | New |
| Blair William & Co | 1,216 | $416.4K | 0.00% | +36+3.1% | Added |
| Victory Capital Management Inc | 1,193 | $408.5K | 0.00% | +118+11.0% | Added |
| Apollon Wealth Management, LLC | 1,192 | $408.2K | 0.02% | +104+9.6% | Added |
| Geneos Wealth Management Inc. | 1,179 | $403.7K | 0.02% | −23−1.9% | Reduced |
| Public Employees Retirement Association of Colorado | 1,166 | $399.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,087 | $372.2K | 0.02% | +1,087 | New |
| Cresset Asset Management, LLC | 1,039 | $355.8K | 0.00% | +320+44.5% | Added |
| Equitable Holdings, Inc. | 1,025 | $351.0K | 0.01% | +1,025 | New |
| Cetera Advisors LLC | 1,018 | $348.6K | 0.01% | +20+2.0% | Added |
| Ambassador Advisors, LLC | 900 | $345.9K | 0.08% | −1−0.1% | Reduced |
| Campion Asset Management LLC | 994 | $340.4K | 0.30% | 00.0% | Unchanged |
| Wedbush Securities Inc | 988 | $338.0K | 0.02% | −255−20.5% | Reduced |
| Perigon Wealth Management, LLC | 984 | $336.9K | 0.01% | +984 | New |
| Atria Wealth Solutions, Inc. | 978 | $334.9K | 0.00% | −68−6.5% | Reduced |
| King Wealth | 974 | $334.0K | 0.07% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 944 | $323.2K | 0.16% | +36+4.0% | Added |
| Chicago Partners Investment Group LLC | 782 | $318.5K | 0.02% | +11+1.4% | Added |
| CWM Advisors, LLC | 927 | $317.3K | 0.04% | −6−0.6% | Reduced |
| Mariner, LLC | 917 | $314.0K | 0.00% | −192−17.3% | Reduced |
| Ameritas Investment Partners, Inc. | 913 | $312.6K | 0.01% | +137+17.7% | Added |
| Franklin Resources Inc | 900 | $308.2K | 0.00% | +900 | New |
| Pekin Hardy Strauss, Inc. | 875 | $299.6K | 0.05% | +875 | New |
| Kingsview Wealth Management, LLC | 869 | $297.6K | 0.01% | +869 | New |
| C2C Wealth Management, LLC | 650 | $291.6K | 0.04% | +650 | New |
| FORA Capital, LLC | 851 | $291.4K | 0.04% | +851 | New |
| Teacher Retirement System of Texas | 830 | $284.0K | 0.00% | −210−20.2% | Reduced |
| Kestra Advisory Services, LLC | 811 | $277.7K | 0.00% | +811 | New |
| IHT Wealth Management, LLC | 790 | $270.5K | 0.01% | −20−2.5% | Reduced |
| Flaharty Asset Management, LLC | 784 | $268.5K | 0.05% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 696 | $263.0K | 0.00% | +696 | New |
| Verus Capital Partners, LLC | 758 | $259.6K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 746 | $255.4K | 0.02% | +746 | New |
| Tobam | 733 | $251.0K | 0.02% | −135−15.6% | Reduced |
| Arrowroot Family Office, LLC | 722 | $247.2K | 0.19% | −692−48.9% | Reduced |
| STRS Ohio | 700 | $239.0K | 0.00% | +700 | New |
| Stratos Wealth Partners, LTD. | 696 | $238.3K | 0.01% | −30−4.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 688 | $235.6K | 0.12% | +20+3.0% | Added |
| Cetera Advisor Networks LLC | 672 | $230.1K | 0.00% | +672 | New |
| Xponance, Inc. | 651 | $222.9K | 0.00% | +651 | New |
| Financial Advocates Investment Management | 643 | $220.2K | 0.02% | +643 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 611 | $209.2K | 0.00% | −227−27.1% | Reduced |
| Metropolitan Life Insurance Co | 604 | $206.8K | 0.01% | +83+15.9% | Added |
| Silvercrest Asset Management Group LLC | 600 | $205.5K | 0.00% | +600 | New |
| Vontobel Holding Ltd. | 596 | $204.1K | 0.00% | +596 | New |
| QCM Cayman, Ltd. | 589 | $201.7K | 1.19% | −206−25.9% | Reduced |
| Nisa Investment Advisors, LLC | 575 | $196.9K | 0.00% | +65+12.7% | Added |
| IFP Advisors, Inc | 1,471 | $191.9K | 0.01% | −50−3.3% | Reduced |
| GWM Advisors LLC | 542 | $185.6K | 0.00% | −178−24.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 534 | $182.9K | 0.00% | +99+22.8% | Added |
| Great West Life Assurance Co | 429 | $148.0K | 0.00% | −2−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 369 | $126.4K | 0.00% | +150+68.5% | Added |
| Close Asset Management Ltd | 357 | $122.0K | 0.01% | +44+14.1% | Added |
| Allworth Financial LP | 322 | $110.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 301 | $103.0K | 0.00% | +93+44.7% | Added |
| US Bancorp | 282 | $96.6K | 0.00% | +27+10.6% | Added |
| FNY Investment Advisers, LLC | 220 | $75.0K | 0.10% | +120+120.0% | Added |