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, Q4 2023
Institutional positions in Strategy Inc as of Dec 31, 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
- 370
- +77 vs. Q3 2023
- Shares held
- 8.15M
- +1.17M (+16.8%) vs. Q3 2023
- Total value
- $5.14B
- +$2.85B (+124.6%) vs. Q3 2023
- New holders
- 101
- 154 more added
- Sold out
- 24
- 51 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 1,558,897 | $984.6M | 0.22% | +4,858+0.3% | Added |
| Vanguard Group Inc | 1,151,977 | $727.6M | 0.02% | +24,997+2.2% | Added |
| BlackRock Inc. | 1,023,418 | $646.4M | 0.02% | +116,704+12.9% | Added |
| Morgan Stanley | 602,441 | $380.5M | 0.03% | +299,083+98.6% | Added |
| FMR LLC | 558,914 | $353.0M | 0.03% | +69,876+14.3% | Added |
| Susquehanna International Group, LLP | 287,180 | $181.4M | 0.31% | +185,011+181.1% | Added |
| State Street Corp | 272,305 | $172.0M | 0.01% | +28,044+11.5% | Added |
| Geode Capital Management, LLC | 271,311 | $171.4M | 0.02% | +29,690+12.3% | Added |
| Northern Trust Corp | 119,765 | $75.6M | 0.01% | +11,690+10.8% | Added |
| Invesco Ltd. | 116,069 | $73.3M | 0.02% | +36,639+46.1% | Added |
| Norges Bank | 112,393 | $71.0M | 0.01% | +94,283+520.6% | Added |
| Charles Schwab Investment Management Inc | 99,949 | $63.1M | 0.02% | +6,272+6.7% | Added |
| Shaolin Capital Management LLC | 96,750 | $61.1M | 2.14% | −7,750−7.4% | Reduced |
| Toroso Investments, LLC | 94,280 | $59.5M | 1.43% | +24,133+34.4% | Added |
| Price T Rowe Associates Inc | 77,927 | $49.2M | 0.01% | +70,696+977.7% | Added |
| JPMorgan Chase & Co | 76,097 | $48.1M | 0.00% | +14,609+23.8% | Added |
| Two Sigma Investments, LP | 75,606 | $47.8M | 0.12% | +50,200+197.6% | Added |
| Capital World Investors | 70,100 | $44.3M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 68,359 | $43.2M | 0.01% | +542+0.8% | Added |
| Jane Street Group, LLC | 56,841 | $35.9M | 0.04% | +20,279+55.5% | Added |
| Bank of New York Mellon Corp | 54,275 | $34.3M | 0.01% | +6,860+14.5% | Added |
| LPL Financial LLC | 40,902 | $25.8M | 0.02% | +13,057+46.9% | Added |
| UBS Group AG | 40,645 | $25.7M | 0.01% | +4,141+11.3% | Added |
| Citigroup Inc | 35,142 | $22.2M | 0.03% | +32,093+1,052.6% | Added |
| Nuveen Asset Management, LLC | 33,634 | $21.2M | 0.01% | +2,630+8.5% | Added |
| Wells Fargo & Company | 33,201 | $21.0M | 0.01% | +927+2.9% | Added |
| Nomura Holdings Inc | 29,662 | $18.7M | 0.17% | +28,871+3,649.9% | Added |
| Capital Research Global Investors | 29,004 | $18.3M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 28,410 | $17.9M | 0.05% | −2,243−7.3% | Reduced |
| Bank of America Corp | 25,858 | $16.3M | 0.00% | +19,204+288.6% | Added |
| Swiss National Bank | 23,900 | $15.1M | 0.01% | −300−1.2% | Reduced |
| Financial Sense Advisors, Inc. | 23,393 | $14.8M | 5.57% | −211−0.9% | Reduced |
| Van Eck Associates Corp | 22,928 | $14.5M | 0.03% | +2,975+14.9% | Added |
| California Public Employees Retirement System | 22,782 | $14.4M | 0.01% | +2,263+11.0% | Added |
| Advisor Group Holdings, Inc. | 21,689 | $13.7M | 0.02% | −1,462−6.3% | Reduced |
| Exchange Traded Concepts, LLC | 20,600 | $13.0M | 0.35% | −2,766−11.8% | Reduced |
| Barclays PLC | 20,480 | $12.9M | 0.01% | −4,922−19.4% | Reduced |
| Credit Suisse AG | 20,038 | $12.7M | 0.01% | +2,044+11.4% | Added |
| Horizon Kinetics Asset Management LLC | 19,946 | $12.6M | 0.26% | +173+0.9% | Added |
| Marshall Wace, LLP | 19,808 | $12.5M | 0.02% | +19,808 | New |
| Rhumbline Advisers | 18,330 | $11.6M | 0.01% | +1,191+6.9% | Added |
| First Trust Advisors LP | 17,225 | $10.9M | 0.01% | −3,347−16.3% | Reduced |
| HSBC Holdings PLC | 16,495 | $10.4M | 0.01% | +10,630+181.2% | Added |
| Berkshire Capital Holdings Inc | 15,470 | $9.77M | 4.41% | +15,460+154,600.0% | Added |
| Commonwealth Equity Services, LLC | 15,351 | $9.70M | 0.02% | +2,121+16.0% | Added |
| Stifel Financial Corp | 15,184 | $9.59M | 0.01% | +9,514+167.8% | Added |
| FORA Capital, LLC | 15,042 | $9.50M | 0.82% | +15,042 | New |
| Johnson Financial Group, LLC | 15,000 | $9.47M | 1.21% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 14,696 | $9.28M | 0.00% | +1,586+12.1% | Added |
| GAM Holding AG | 14,494 | $9.15M | 0.68% | −31,230−68.3% | Reduced |
| Alliancebernstein L.P. | 13,686 | $8.64M | 0.00% | +92+0.7% | Added |
| California State Teachers Retirement System | 12,826 | $8.10M | 0.01% | +664+5.5% | Added |
| Legal & General Group Plc | 12,235 | $7.73M | 0.00% | +1,321+12.1% | Added |
| Millennium Management LLC | 11,910 | $7.52M | 0.01% | −1,386−10.4% | Reduced |
| Accuvest Global Advisors | 11,153 | $7.04M | 7.51% | −1,333−10.7% | Reduced |
| BNP Paribas Arbitrage, SA | 10,941 | $6.91M | 0.01% | +459+4.4% | Added |
| CTC LLC | 10,910 | $6.89M | 0.07% | +10,910 | New |
| Comerica Bank | 10,811 | $6.83M | 0.03% | +185+1.7% | Added |
| Bank of Montreal | 10,039 | $6.78M | 0.00% | +6,196+161.2% | Added |
| State of Wisconsin Investment Board | 10,554 | $6.67M | 0.02% | −1,290−10.9% | Reduced |
| Strong Tower Advisory Services | 10,396 | $6.57M | 2.91% | +10,396 | New |
| Cambridge Investment Research Advisors, Inc. | 10,080 | $6.37M | 0.03% | −486−4.6% | Reduced |
| EULAV Asset Management | 10,000 | $6.32M | 0.20% | +10,000 | New |
| Ameriprise Financial Inc | 9,479 | $5.99M | 0.00% | +2,608+38.0% | Added |
| Foundations Investment Advisors, LLC | 11,839 | $5.96M | 0.16% | +1,090+10.1% | Added |
| Cubist Systematic Strategies, LLC | 9,241 | $5.84M | 0.07% | +9,241 | New |
| Compass Ion Advisors, LLC | 9,112 | $5.76M | 0.89% | +1,938+27.0% | Added |
| Deutsche Bank AG | 9,048 | $5.71M | 0.00% | +1,321+17.1% | Added |
| SG Americas Securities, LLC | 8,768 | $5.54M | 0.06% | +7,304+498.9% | Added |
| MML Investors Services, LLC | 8,731 | $5.51M | 0.03% | +2,224+34.2% | Added |
| Accredited Investors Inc. | 8,493 | $5.36M | 0.38% | +8,493 | New |
| Natixis | 7,646 | $4.83M | 0.04% | +4,049+112.6% | Added |
| HighTower Advisors, LLC | 7,531 | $4.77M | 0.01% | −1,322−14.9% | Reduced |
| State of New Jersey Common Pension Fund D | 7,178 | $4.53M | 0.02% | +456+6.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,986 | $4.41M | 0.01% | +1,174+20.2% | Added |
| Royal Bank of Canada | 6,956 | $4.39M | 0.00% | +3,318+91.2% | Added |
| Raymond James & Associates | 6,879 | $4.34M | 0.00% | −318−4.4% | Reduced |
| Simplex Trading, LLC | 6,632 | $4.19M | 0.13% | −28,819−81.3% | Reduced |
| Manufacturers Life Insurance Company, The | 6,508 | $4.11M | 0.00% | +589+10.0% | Added |
| MetLife Investment Management | 6,387 | $4.03M | 0.03% | +559+9.6% | Added |
| Janus Henderson Group PLC | 6,293 | $3.97M | 0.00% | +793+14.4% | Added |
| Longitude (Cayman) Ltd. | 6,100 | $3.85M | 6.16% | −2,000−24.7% | Reduced |
| American International Group, Inc. | 6,072 | $3.84M | 0.02% | +553+10.0% | Added |
| CIBC World Markets Inc. | 5,712 | $3.61M | 0.01% | +5,712 | New |
| CI Private Wealth, LLC | 5,703 | $3.60M | 0.01% | +3,951+225.5% | Added |
| Twin Tree Management, LP | 5,474 | $3.46M | 0.06% | −12,042−68.7% | Reduced |
| Algert Global LLC | 5,391 | $3.41M | 0.14% | +404+8.1% | Added |
| State Board of Administration of Florida Retirement System | 5,376 | $3.40M | 0.01% | +2,220+70.3% | Added |
| Coastal Investment Advisors, Inc. | 5,358 | $3.38M | 0.76% | +291+5.7% | Added |
| SRN Advisors, LLC | 5,313 | $3.36M | 3.01% | −6,917−56.6% | Reduced |
| GTS Securities LLC | 5,282 | $3.34M | 0.07% | −2,216−29.6% | Reduced |
| Cutler Group LP | 5,127 | $3.24M | 0.45% | −8,112−61.3% | Reduced |
| New York State Common Retirement Fund | 5,121 | $3.23M | 0.00% | +366+7.7% | Added |
| Fifth Third Bancorp | 5,098 | $3.22M | 0.01% | +1,436+39.2% | Added |
| Independent Financial Group, LLC | 4,875 | $3.08M | 0.16% | +4,875 | New |
| Voya Investment Management LLC | 4,844 | $3.06M | 0.00% | +430+9.7% | Added |
| Penserra Capital Management LLC | 4,777 | $3.02M | 0.06% | +4,777 | New |
| Kestra Advisory Services, LLC | 4,571 | $2.89M | 0.02% | +762+20.0% | Added |
| Amundi | 4,852 | $2.80M | 0.00% | +2,322+91.8% | Added |
| Creative Planning | 4,397 | $2.78M | 0.01% | +1,142+35.1% | Added |