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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

Q3 2023 vs. Q2 2023

How the institutions holding Strategy Inc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of MSTR: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders2711295+25
Shares6.98M1.31K6.98M+6.63K (+0.1%)
Value$2.39B$447.9K$2.29B−$96.6M (−4.0%)

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (52)

Institutions that held Strategy Inc at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to MSTR in Q3 2023
InstitutionSharesValue% of portfolio
Shaolin Capital Management LLC104,500$34.3M1.24%
Twinbeech Capital LP25,051$8.22M0.16%
Norges Bank18,110$5.95M0.00%
Twin Tree Management, LP17,516$5.75M0.19%
Qube Research & Technologies Ltd16,546$5.43M0.02%
Comerica Bank10,626$3.49M0.02%
Compass Ion Advisors, LLC7,174$2.36M0.40%
Walleye Trading LLC7,077$2.32M0.05%
Wealth Enhancement Advisory Services, LLC5,812$1.91M0.01%
Engineers Gate Manager LP4,396$1.44M0.05%
Cardiff Park Advisors, LLC2,535$832.2K0.11%
BIP Wealth, LLC2,500$820.7K0.08%
CIBC Private Wealth Group, LLC2,136$701.2K0.00%
HRT Financial LP1,336$438.0K0.00%
Pictet Asset Management Holding SA1,308$429.4K0.00%
Spouting Rock Asset Management, LLC1,219$400.2K0.13%
One Capital Management, LLC1,020$334.8K0.01%
GSG Advisors LLC1,000$328.3K0.16%
Whittier Trust Co1,000$328.3K0.01%
Shariaportfolio, Inc.975$320.0K0.25%
Vident Advisory, LLC928$304.6K0.01%
Ingalls & Snyder LLC870$286.0K0.01%
Brevan Howard Capital Management LP845$277.4K0.08%
Prudential Financial Inc806$264.6K0.00%
Nomura Holdings Inc791$259.7K0.00%
Stratos Wealth Advisors, LLC781$256.4K0.02%
Revisor Wealth Management LLC770$252.8K0.21%
Lion Street Advisors, LLC765$251.1K0.08%
Two Sigma Securities, LLC734$241.0K0.01%
Thrivent Financial for Lutherans700$230.0K0.00%
Grey Street Capital, LLC700$229.8K0.13%
Rathbone Brothers plc675$221.6K0.00%
Baird Financial Group, Inc.646$212.1K0.00%
Lincoln National Corp611$200.6K0.00%
Capstone Investment Advisors, LLC391$128.4K0.00%
VitalStone Financial, LLC228$116.0K0.10%
Kapitalo Investimentos Ltda248$81.4K0.01%
KBC Group NV237$78.0K0.00%
Toronto Dominion Bank200$65.7K0.00%
NBC Securities, Inc.125$41.0K0.00%
GPS Wealth Strategies Group, LLC114$37.4K0.01%
TD Waterhouse Canada Inc.100$32.9K0.00%
TFC Financial Management25$8.21K0.00%
Jefferies Financial Group Inc.20$6.57K0.00%
Semmax Financial Advisors Inc.10$5.05K0.00%
Umb Bank N A15$4.92K0.00%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.14$4.60K0.00%
Creative Financial Designs Inc6$1.97K0.00%
Rise Advisors, LLC6$1.97K0.00%
Huntington National Bank3$9850.00%
Provence Wealth Management Group3$9850.00%
Carmel Capital Partners, LLC2$6570.00%

Sold out (27)

Institutions that held Strategy Inc at the end of Q2 2023 and filed for Q3 2023 without it.

Not filed for Q3 2023 yet (1)

Institutions that held Strategy Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSTR in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA1,308$447.9K