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Livermore
Livermore
ZHEN

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

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.

Institutional holdersQ2 2023: 271 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ2 2023: $2.39B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2023.

Institutions holding MSTR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Impact Partnership Wealth, LLC219$75.0K0.03%+219New
MB, Levis & Associates, LLC200$68.5K0.04%00.0%Unchanged
Credit Agricole S A170$58.2K0.00%00.0%Unchanged
Glassman Wealth Services166$56.8K0.01%00.0%Unchanged
Russell Investments Group, Ltd.154$52.7K0.00%00.0%Unchanged
Central Trust Co127$43.5K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd118$40.4K0.03%+118New
Ci Investments Inc.111$38.0K0.00%−48−30.2%Reduced
Harbor Investment Advisory, LLC100$34.2K0.00%00.0%Unchanged
Ridgewood Investments LLC100$34.2K0.02%00.0%Unchanged
Hoey Investments, Inc80$27.4K0.01%00.0%Unchanged
Elequin Capital LP68$23.3K0.01%+68New
Larson Financial Group LLC62$21.2K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co59$20.2K0.00%−211−78.1%Reduced
Signaturefd, LLC54$18.5K0.00%+20+58.8%Added
Edmond de Rothschild Holding S.A.50$17.1K0.00%+50New
Capital Advisors, Ltd. LLC51$17.0K0.00%+51New
Parallel Advisors, LLC49$16.8K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky48$16.0K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.44$15.0K0.00%−44−50.0%Reduced
Covestor Ltd38$13.0K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC37$12.7K0.00%00.0%Unchanged
Tradition Wealth Management, LLC36$12.0K0.00%00.0%Unchanged
Turim 21 Investimentos Ltda.35$12.0K0.01%00.0%Unchanged
Ancora Advisors, LLC31$10.6K0.00%00.0%Unchanged
HighMark Wealth Management LLC30$10.3K0.01%00.0%Unchanged
Central Bank & Trust Co30$10.3K0.00%00.0%Unchanged
Financial Management Professionals, Inc.30$10.0K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC27$9.24K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.27$9.24K0.00%+10+58.8%Added
Stonehage Fleming Financial Services Holdings Ltd32$8.87K0.00%+32New
TSFG, LLC23$8.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC22$7.53K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton21$7.19K0.00%00.0%Unchanged
Pacer Advisors, Inc.21$7.19K0.00%+14+200.0%Added
Glen Eagle Advisors, LLC19$6.51K0.00%00.0%Unchanged
Beacon Capital Management, LLC19$6.51K0.00%+19New
Raleigh Capital Management Inc.18$6.16K0.00%+18New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC17$5.82K0.00%+13+325.0%Added
Oliver Lagore Vanvalin Investment Group16$5.48K0.00%00.0%Unchanged
Lindbrook Capital, LLC13$4.45K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC13$4.45K0.00%00.0%Unchanged
NewSquare Capital LLC12$4.11K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd13$4.00K0.00%00.0%Unchanged
CVA Family Office, LLC11$3.77K0.00%+11New
Armstrong Advisory Group, Inc10$3.42K0.00%00.0%Unchanged
Hexagon Capital Partners LLC9$3.08K0.00%00.0%Unchanged
AllSquare Wealth Management LLC10$2.99K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.6$2.06K0.00%00.0%Unchanged
AdvisorNet Financial, Inc5$1.71K0.00%−90−94.7%Reduced
Institutional & Family Asset Management, LLC5$1.71K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC5$1.71K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP5$1.71K0.00%00.0%Unchanged
Versant Capital Management, Inc4$1.37K0.00%+1+33.3%Added
Raffa Wealth Management, LLC3$1.03K0.00%00.0%Unchanged
Farther Finance Advisors, LLC3$1.03K0.00%00.0%Unchanged
Worth Asset Management, LLC3$1.03K0.00%+3New
PEAK6 Investments LLC3$1.00K0.00%+3New
Bessemer Group Inc2$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.2$1.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.5$1.00K0.00%−2−28.6%Reduced
Harbour Investments, Inc.2$6850.00%−49−96.1%Reduced
Baldwin Brothers Inc2$6850.00%00.0%Unchanged
WealthPLAN Partners, LLC2$6850.00%00.0%Unchanged
Bell Investment Advisors, Inc2$6850.00%00.0%Unchanged
HHM Wealth Advisors, LLC2$6850.00%+2New
Gradient Investments LLC1$3420.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd1$3420.00%00.0%Unchanged
EverSource Wealth Advisors, LLC0$860.00%0New
Lazard Asset Management LLC1$00.00%00.0%Unchanged
Avion Wealth2$00.00%+2New
Eminence Capital, LP0$00.00%−25,000−100.0%Sold out
Carronade Capital Management, LP0$00.00%−5,300−100.0%Sold out
Sassicaia Capital Advisers LLC0$00.00%−5,250−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−2,100−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−1,936−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−1,800−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−1,740−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−1,719−100.0%Sold out
Spouting Rock Asset Management, LLC0$00.00%−1,638−100.0%Sold out
CenterBook Partners LP0$00.00%−1,495−100.0%Sold out
XTX Topco Ltd0$00.00%−1,475−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−905−100.0%Sold out
Harvest Investment Services, LLC0$00.00%−893−100.0%Sold out
Marex Group plc0$00.00%−757−100.0%Sold out
Banco Bilbao Vizcaya Argentaria, S.A.0$00.00%−735−100.0%Sold out
XR Securities LLC0$00.00%−735−100.0%Sold out
Norges Bank0$00.00%−699−100.0%Sold out
American Century Companies Inc0$00.00%−719−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−526−100.0%Sold out
Advisory Services Network, LLC0$00.00%−141−100.0%Sold out
US Asset Management LLC0$00.00%−102−100.0%Sold out
DT Investment Partners, LLC0$00.00%−80−100.0%Sold out
VitalStone Financial, LLC0$00.00%−25−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−15−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−10−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−5−100.0%Sold out
Asset Dedication, LLC0$00.00%−1−100.0%Sold out
Cerity Partners LLC0$00.00%−55−100.0%Sold out
ETF Managers Group, LLC––––Not filed