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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −3,073−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,628−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,524−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −696−100.0% | Sold out |
| Arrowroot Family Office, LLC | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |