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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

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.

Institutional holdersQ3 2023: 295 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 heldQ3 2023: $2.29B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q2 2023.

Institutions holding MSTR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Wedbush Securities Inc668$219.0K0.01%−320−32.4%Reduced
Xponance, Inc.656$215.4K0.00%+5+0.8%Added
Baird Financial Group, Inc.646$212.1K0.00%+646New
Financial Advocates Investment Management643$211.1K0.02%00.0%Unchanged
GWM Advisors LLC642$210.8K0.00%+100+18.5%Added
Metropolitan Life Insurance Co636$208.8K0.01%+32+5.3%Added
Gladstone Institutional Advisory LLC611$200.6K0.01%−135−18.1%Reduced
Lincoln National Corp611$200.6K0.00%+611New
US Bancorp582$191.1K0.00%+300+106.4%Added
Nisa Investment Advisors, LLC500$164.1K0.00%−75−13.0%Reduced
Allspring Global Investments Holdings, LLC441$144.8K0.00%−93−17.4%Reduced
Capstone Investment Advisors, LLC391$128.4K0.00%+391New
CWM, LLC369$121.0K0.00%+68+22.6%Added
Close Asset Management Ltd357$117.0K0.01%00.0%Unchanged
VitalStone Financial, LLC228$116.0K0.10%+228New
Tower Research Capital LLC (TRC)260$85.4K0.00%−1,519−85.4%Reduced
Kapitalo Investimentos Ltda248$81.4K0.01%+248New
Impact Partnership Wealth, LLC244$80.1K0.02%+25+11.4%Added
KBC Group NV237$78.0K0.00%+237New
Cresset Asset Management, LLC200$65.7K0.00%−839−80.8%Reduced
MB, Levis & Associates, LLC200$65.7K0.04%00.0%Unchanged
Toronto Dominion Bank200$65.7K0.00%+200New
Glassman Wealth Services181$59.4K0.01%+15+9.0%Added
Beaird Harris Wealth Management, LLC172$56.5K0.01%+135+364.9%Added
Credit Agricole S A170$55.8K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co143$46.9K0.00%+84+142.4%Added
Central Trust Co127$41.7K0.00%00.0%Unchanged
NBC Securities, Inc.125$41.0K0.00%+125New
GPS Wealth Strategies Group, LLC114$37.4K0.01%+114New
C M Bidwell & Associates Ltd106$34.8K0.03%−12−10.2%Reduced
Parallel Advisors, LLC101$33.2K0.00%+52+106.1%Added
Ci Investments Inc.101$33.0K0.00%−10−9.0%Reduced
TD Waterhouse Canada Inc.100$32.9K0.00%+100New
Harbor Investment Advisory, LLC100$32.8K0.00%00.0%Unchanged
Hoey Investments, Inc80$26.3K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec69$22.7K0.00%−300−81.3%Reduced
Capital Advisors, Ltd. LLC51$17.0K0.00%00.0%Unchanged
Edmond de Rothschild Holding S.A.50$16.4K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky48$16.0K0.00%00.0%Unchanged
Larson Financial Group LLC47$15.4K0.00%−15−24.2%Reduced
Pacer Advisors, Inc.41$13.5K0.00%+20+95.2%Added
Migdal Insurance & Financial Holdings Ltd.38$13.0K0.00%−6−13.6%Reduced
Tradition Wealth Management, LLC36$12.0K0.00%00.0%Unchanged
Allworth Financial LP35$11.5K0.00%−287−89.1%Reduced
Turim 21 Investimentos Ltda.35$11.5K0.01%00.0%Unchanged
Signaturefd, LLC34$11.2K0.00%−20−37.0%Reduced
Stonehage Fleming Financial Services Holdings Ltd32$10.5K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.31$10.2K0.00%+4+14.8%Added
Ancora Advisors, LLC31$10.2K0.00%00.0%Unchanged
Financial Management Professionals, Inc.30$10.0K0.00%00.0%Unchanged
HighMark Wealth Management LLC30$9.85K0.01%00.0%Unchanged
Central Bank & Trust Co30$9.85K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC30$9.85K0.00%+3+11.1%Added
Steward Partners Investment Advisory, LLC26$8.54K0.00%+21+420.0%Added
TFC Financial Management25$8.21K0.00%+25New
TSFG, LLC23$8.00K0.00%00.0%Unchanged
Covestor Ltd21$7.00K0.01%−17−44.7%Reduced
Rosenberg Matthew Hamilton21$6.89K0.00%00.0%Unchanged
Lindbrook Capital, LLC20$6.57K0.00%+7+53.8%Added
Jefferies Financial Group Inc.20$6.57K0.00%+20New
Beacon Capital Management, LLC19$6.51K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC19$6.24K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group16$5.25K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.10$5.05K0.00%+10New
Umb Bank N A15$4.92K0.00%+15New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.14$4.60K0.00%+14New
FSC Wealth Advisors, LLC13$4.27K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd13$4.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.13$4.00K0.00%+11+550.0%Added
Berkshire Capital Holdings Inc10$3.28K0.00%−21,940−100.0%Reduced
Armstrong Advisory Group, Inc10$3.28K0.00%00.0%Unchanged
AllSquare Wealth Management LLC10$3.28K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.5$2.00K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.6$1.97K0.00%00.0%Unchanged
Creative Financial Designs Inc6$1.97K0.00%+6New
Rise Advisors, LLC6$1.97K0.00%+6New
AdvisorNet Financial, Inc5$1.64K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC5$1.64K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4$1.31K0.00%−13−76.5%Reduced
Hexagon Capital Partners LLC4$1.31K0.00%−5−55.6%Reduced
Bessemer Group Inc2$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc3$9850.00%−1−25.0%Reduced
Raffa Wealth Management, LLC3$9850.00%00.0%Unchanged
Farther Finance Advisors, LLC3$9850.00%00.0%Unchanged
Huntington National Bank3$9850.00%+3New
Provence Wealth Management Group3$9850.00%+3New
Harbour Investments, Inc.2$6570.00%00.0%Unchanged
Baldwin Brothers Inc2$6570.00%00.0%Unchanged
HHM Wealth Advisors, LLC2$6570.00%00.0%Unchanged
Carmel Capital Partners, LLC2$6570.00%+2New
Gradient Investments LLC1$3280.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd1$3280.00%00.0%Unchanged
EverSource Wealth Advisors, LLC0$820.00%0Unchanged
Lazard Asset Management LLC1$00.00%00.0%Unchanged
Avion Wealth2$00.00%00.0%Unchanged
Meitav Dash Investments Ltd0$00.00%−39,480−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−8,493−100.0%Sold out
Seven Eight Capital, LP0$00.00%−6,924−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−6,822−100.0%Sold out
UBS Oconnor LLC0$00.00%−3,505−100.0%Sold out