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, Q3 2023
Institutional positions in Strategy Inc as of Sep 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
- 295
- +25 vs. Q2 2023
- Shares held
- 6.98M
- +6.63K (+0.1%) vs. Q2 2023
- Total value
- $2.29B
- −$96.6M (−4.0%) vs. Q2 2023
- New holders
- 52
- 118 more added
- Sold out
- 27
- 70 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 1,554,039 | $510.2M | 0.13% | +4,372+0.3% | Added |
| Vanguard Group Inc | 1,126,980 | $370.0M | 0.01% | +103,107+10.1% | Added |
| BlackRock Inc. | 906,714 | $297.7M | 0.01% | +27,097+3.1% | Added |
| FMR LLC | 489,038 | $160.5M | 0.01% | +98,501+25.2% | Added |
| Morgan Stanley | 303,358 | $99.6M | 0.01% | +1,317+0.4% | Added |
| State Street Corp | 244,261 | $80.2M | 0.00% | +6,213+2.6% | Added |
| Geode Capital Management, LLC | 241,621 | $79.3M | 0.01% | +20,608+9.3% | Added |
| Northern Trust Corp | 108,075 | $35.5M | 0.01% | +2,248+2.1% | Added |
| Shaolin Capital Management LLC | 104,500 | $34.3M | 1.24% | +104,500 | New |
| Susquehanna International Group, LLP | 102,169 | $33.5M | 0.05% | −115,844−53.1% | Reduced |
| Charles Schwab Investment Management Inc | 93,677 | $30.8M | 0.01% | +8,600+10.1% | Added |
| Invesco Ltd. | 79,430 | $26.1M | 0.01% | −33,955−29.9% | Reduced |
| Toroso Investments, LLC | 70,147 | $23.0M | 0.70% | −8,517−10.8% | Reduced |
| Capital World Investors | 70,100 | $23.0M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 67,817 | $22.3M | 0.01% | +18,665+38.0% | Added |
| JPMorgan Chase & Co | 61,488 | $20.2M | 0.00% | +1,544+2.6% | Added |
| Bank of New York Mellon Corp | 47,415 | $15.6M | 0.00% | +1,597+3.5% | Added |
| GAM Holding AG | 45,724 | $15.0M | 1.11% | +4,684+11.4% | Added |
| Citadel Advisors LLC | 41,372 | $13.6M | 0.01% | −17,514−29.7% | Reduced |
| Jane Street Group, LLC | 36,562 | $12.0M | 0.02% | +1,556+4.4% | Added |
| UBS Group AG | 36,504 | $12.0M | 0.01% | +28,850+376.9% | Added |
| Simplex Trading, LLC | 35,451 | $11.6M | 0.43% | +10,927+44.6% | Added |
| Wells Fargo & Company | 32,274 | $10.6M | 0.00% | −50−0.2% | Reduced |
| Nuveen Asset Management, LLC | 31,004 | $10.2M | 0.00% | +2,390+8.4% | Added |
| Balyasny Asset Management LLC | 30,653 | $10.1M | 0.03% | −45,943−60.0% | Reduced |
| Capital Research Global Investors | 29,004 | $9.52M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 27,845 | $9.14M | 0.01% | +3,105+12.6% | Added |
| Two Sigma Investments, LP | 25,406 | $8.34M | 0.02% | −152,052−85.7% | Reduced |
| Barclays PLC | 25,402 | $8.34M | 0.01% | +7,525+42.1% | Added |
| Twinbeech Capital LP | 25,051 | $8.22M | 0.16% | +25,051 | New |
| Swiss National Bank | 24,200 | $7.94M | 0.01% | +300+1.3% | Added |
| Financial Sense Advisors, Inc. | 23,604 | $7.75M | 3.32% | +17,304+274.7% | Added |
| Exchange Traded Concepts, LLC | 23,366 | $7.67M | 0.22% | −1,663−6.6% | Reduced |
| Advisor Group Holdings, Inc. | 23,151 | $7.60M | 0.01% | −3,579−13.4% | Reduced |
| Voloridge Investment Management, LLC | 21,469 | $7.05M | 0.03% | −49,780−69.9% | Reduced |
| First Trust Advisors LP | 20,572 | $6.75M | 0.01% | +5,134+33.3% | Added |
| California Public Employees Retirement System | 20,519 | $6.74M | 0.01% | +4,871+31.1% | Added |
| Van Eck Associates Corp | 19,953 | $6.55M | 0.01% | +1,931+10.7% | Added |
| Horizon Kinetics Asset Management LLC | 19,773 | $6.49M | 0.13% | −146−0.7% | Reduced |
| Norges Bank | 18,110 | $5.95M | 0.00% | +18,110 | New |
| Credit Suisse AG | 17,994 | $5.91M | 0.01% | −582−3.1% | Reduced |
| Twin Tree Management, LP | 17,516 | $5.75M | 0.19% | +17,516 | New |
| Rhumbline Advisers | 17,139 | $5.63M | 0.01% | +476+2.9% | Added |
| Qube Research & Technologies Ltd | 16,546 | $5.43M | 0.02% | +16,546 | New |
| Johnson Financial Group, LLC | 15,000 | $4.92M | 0.70% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 13,594 | $4.46M | 0.00% | +31+0.2% | Added |
| Millennium Management LLC | 13,296 | $4.36M | 0.00% | −19,673−59.7% | Reduced |
| Cutler Group LP | 13,239 | $4.35M | 0.69% | +6,033+83.7% | Added |
| Commonwealth Equity Services, LLC | 13,230 | $4.34M | 0.01% | +1,454+12.3% | Added |
| UBS Asset Management Americas Inc | 13,110 | $4.30M | 0.00% | +1,903+17.0% | Added |
| Group One Trading, L.P. | 12,549 | $4.12M | 0.16% | −37,771−75.1% | Reduced |
| Accuvest Global Advisors | 12,486 | $4.10M | 2.25% | −36−0.3% | Reduced |
| SRN Advisors, LLC | 12,230 | $4.01M | 3.98% | +2,516+25.9% | Added |
| California State Teachers Retirement System | 12,162 | $3.99M | 0.01% | −1,174−8.8% | Reduced |
| State of Wisconsin Investment Board | 11,844 | $3.89M | 0.01% | +3,490+41.8% | Added |
| DRW Securities, LLC | 11,763 | $3.86M | 0.31% | +10,263+684.2% | Added |
| Legal & General Group Plc | 10,914 | $3.58M | 0.00% | +328+3.1% | Added |
| Foundations Investment Advisors, LLC | 10,749 | $3.53M | 0.11% | −276−2.5% | Reduced |
| Squarepoint Ops LLC | 10,675 | $3.50M | 0.02% | −436−3.9% | Reduced |
| Comerica Bank | 10,626 | $3.49M | 0.02% | +10,626 | New |
| Cambridge Investment Research Advisors, Inc. | 10,566 | $3.47M | 0.02% | −138−1.3% | Reduced |
| BNP Paribas Arbitrage, SA | 10,482 | $3.44M | 0.01% | +5,219+99.2% | Added |
| HighTower Advisors, LLC | 8,853 | $2.91M | 0.01% | −2,027−18.6% | Reduced |
| Eschler Asset Management LLP | 8,400 | $2.76M | 3.22% | +164+2.0% | Added |
| Longitude (Cayman) Ltd. | 8,100 | $2.66M | 4.82% | +400+5.2% | Added |
| BIT Capital GmbH | 7,928 | $2.60M | 0.35% | +3,772+90.8% | Added |
| Deutsche Bank AG | 7,727 | $2.54M | 0.00% | +747+10.7% | Added |
| GTS Securities LLC | 7,498 | $2.46M | 0.05% | +2,986+66.2% | Added |
| Price T Rowe Associates Inc | 7,231 | $2.37M | 0.00% | +771+11.9% | Added |
| Raymond James & Associates | 7,197 | $2.36M | 0.00% | −42−0.6% | Reduced |
| Compass Ion Advisors, LLC | 7,174 | $2.36M | 0.40% | +7,174 | New |
| Walleye Trading LLC | 7,077 | $2.32M | 0.05% | +7,077 | New |
| Ameriprise Financial Inc | 6,871 | $2.26M | 0.00% | +198+3.0% | Added |
| State of New Jersey Common Pension Fund D | 6,722 | $2.21M | 0.01% | −1,221−15.4% | Reduced |
| Bank of America Corp | 6,654 | $2.18M | 0.00% | −749−10.1% | Reduced |
| MML Investors Services, LLC | 6,507 | $2.14M | 0.01% | +718+12.4% | Added |
| Acorn Financial Advisory Services Inc | 5,941 | $1.95M | 0.35% | −1,370−18.7% | Reduced |
| Manufacturers Life Insurance Company, The | 5,919 | $1.94M | 0.00% | +1,531+34.9% | Added |
| HSBC Holdings PLC | 5,865 | $1.92M | 0.00% | +1,500+34.4% | Added |
| MetLife Investment Management | 5,828 | $1.91M | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 5,812 | $1.91M | 0.01% | +5,812 | New |
| Stifel Financial Corp | 5,670 | $1.86M | 0.00% | +3,313+140.6% | Added |
| American International Group, Inc. | 5,519 | $1.81M | 0.01% | +196+3.7% | Added |
| Janus Henderson Group PLC | 5,500 | $1.80M | 0.00% | −510−8.5% | Reduced |
| Coastal Investment Advisors, Inc. | 5,067 | $1.74M | 0.40% | 00.0% | Unchanged |
| Algert Global LLC | 4,987 | $1.64M | 0.08% | +200+4.2% | Added |
| New York State Common Retirement Fund | 4,755 | $1.56M | 0.00% | +51+1.1% | Added |
| AE Wealth Management LLC | 4,552 | $1.49M | 0.01% | −2,934−39.2% | Reduced |
| Russell Investments Group, Ltd. | 4,531 | $1.49M | 0.00% | +4,377+2,842.2% | Added |
| Voya Investment Management LLC | 4,414 | $1.45M | 0.00% | +42+1.0% | Added |
| Engineers Gate Manager LP | 4,396 | $1.44M | 0.05% | +4,396 | New |
| Private Advisor Group, LLC | 4,242 | $1.39M | 0.01% | +233+5.8% | Added |
| Bank of Montreal | 3,843 | $1.31M | 0.00% | −1,113−22.5% | Reduced |
| Capital Wealth Alliance, LLC | 3,897 | $1.28M | 0.96% | −3−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 3,839 | $1.26M | 0.01% | +54+1.4% | Added |
| Kestra Advisory Services, LLC | 3,809 | $1.25M | 0.01% | +2,998+369.7% | Added |
| Belvedere Trading LLC | 3,799 | $1.25M | 0.17% | +2,338+160.0% | Added |
| Ensign Peak Advisors, Inc | 3,790 | $1.24M | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,662 | $1.20M | 0.01% | +2,296+168.1% | Added |
| Royal Bank of Canada | 3,638 | $1.19M | 0.00% | +687+23.3% | Added |