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Livermore
Livermore
ZHEN

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, 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.

Institutional holdersQ4 2023: 370 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 heldQ4 2023: $5.14B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q3 2023.

Institutions holding MSTR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Gradient Investments LLC1$6320.00%00.0%Unchanged
Bell Investment Advisors, Inc1$6320.00%+1New
Private Wealth Management Group, LLC1$6320.00%+1New
Bessemer Group Inc2$1.00K0.00%00.0%Unchanged
Lazard Asset Management LLC2$1.00K0.00%+1+100.0%Added
Avion Wealth2$1.00K0.00%00.0%Unchanged
Baldwin Brothers Inc2$1.26K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC2$1.26K0.00%+2New
CarsonAllaria Wealth Management, Ltd.2$1.26K0.00%+2New
REAP Financial Group, LLC2$1.26K0.00%+2New
HHM Wealth Advisors, LLC2$1.26K0.00%00.0%Unchanged
Raffa Wealth Management, LLC3$1.90K0.00%00.0%Unchanged
Versant Capital Management, Inc3$1.90K0.00%00.0%Unchanged
Provence Wealth Management Group3$1.90K0.00%00.0%Unchanged
LM Advisors LLC3$1.97K0.00%+3New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4$2.53K0.00%00.0%Unchanged
Arlington Trust Co LLC4$2.53K0.00%+4New
Hexagon Capital Partners LLC4$2.53K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.7$3.00K0.00%+2+40.0%Added
Institutional & Family Asset Management, LLC5$3.16K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC5$3.16K0.00%+5New
Creative Financial Designs Inc6$3.79K0.00%00.0%Unchanged
Rise Advisors, LLC6$3.79K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.6$3.79K0.00%00.0%Unchanged
Allworth Financial LP8$5.05K0.00%−27−77.1%Reduced
Farther Finance Advisors, LLC9$5.68K0.00%+6+200.0%Added
Fortitude Family Office, LLC9$5.68K0.00%+9New
Beacon Capital Management, LLC19$6.24K0.00%00.0%Unchanged
AllSquare Wealth Management LLC10$6.32K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc10$6.32K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.10$6.86K0.00%00.0%Unchanged
CVA Family Office, LLC11$6.95K0.00%+11New
Benjamin F. Edwards & Company, Inc.13$8.00K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC13$8.21K0.01%00.0%Unchanged
GAMMA Investing LLC17$8.52K0.00%+17New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.14$8.84K0.00%00.0%Unchanged
Vima LLC14$8.84K0.02%+14New
Umb Bank N A15$9.47K0.00%00.0%Unchanged
Hollencrest Capital Management15$9.47K0.00%+15New
Stonehage Fleming Financial Services Holdings Ltd16$10.1K0.00%−16−50.0%Reduced
Oliver Lagore Vanvalin Investment Group16$10.1K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.17$11.0K0.00%+17New
Glen Eagle Advisors, LLC19$12.0K0.00%00.0%Unchanged
Fairman Group, LLC20$12.6K0.01%+20New
Rosenberg Matthew Hamilton21$13.3K0.00%00.0%Unchanged
Covestor Ltd21$14.0K0.01%00.0%Unchanged
TSFG, LLC23$15.0K0.00%00.0%Unchanged
TFC Financial Management25$15.8K0.00%00.0%Unchanged
FSA Wealth Management LLC29$18.0K0.01%+29New
Northwestern Mutual Wealth Management Co30$18.9K0.00%−113−79.0%Reduced
Central Bank & Trust Co30$18.9K0.00%00.0%Unchanged
North Star Investment Management Corp.30$18.9K0.00%+30New
Ancora Advisors, LLC31$19.6K0.00%00.0%Unchanged
HighMark Wealth Management LLC34$21.5K0.02%+4+13.3%Added
Lindbrook Capital, LLC36$22.7K0.00%+16+80.0%Added
Tradition Wealth Management, LLC36$23.0K0.00%00.0%Unchanged
Advisors Preferred, LLC35$24.0K0.00%+35New
Migdal Insurance & Financial Holdings Ltd.40$27.0K0.00%+2+5.3%Added
Larson Financial Group LLC47$29.7K0.00%00.0%Unchanged
Principal Securities, Inc.49$30.9K0.00%+49New
Financial Management Professionals, Inc.50$32.0K0.01%+20+66.7%Added
Pacer Advisors, Inc.52$32.8K0.00%+11+26.8%Added
Harvest Fund Management Co., Ltd53$33.0K0.01%+40+307.7%Added
Capital Advisors, Ltd. LLC54$34.0K0.00%+3+5.9%Added
Harbour Investments, Inc.58$36.6K0.00%+56+2,800.0%Added
Signaturefd, LLC63$39.8K0.00%+29+85.3%Added
Federation des caisses Desjardins du Quebec69$43.6K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC75$47.4K0.02%−169−69.3%Reduced
EverSource Wealth Advisors, LLC77$48.8K0.00%+77Added
Hoey Investments, Inc80$50.5K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC90$56.8K0.00%+64+246.2%Added
Harbor Investment Advisory, LLC100$63.2K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.100$65.5K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd106$67.0K0.05%00.0%Unchanged
Caitlin John, LLC108$68.2K0.06%+108New
GPS Wealth Strategies Group, LLC114$72.0K0.01%00.0%Unchanged
Private Trust Co NA119$75.2K0.01%+119New
NBC Securities, Inc.125$78.0K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.124$78.3K0.00%+93+300.0%Added
Central Trust Co127$80.2K0.00%00.0%Unchanged
Parallel Advisors, LLC132$83.4K0.00%+31+30.7%Added
Credit Agricole S A170$107.4K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC172$108.6K0.01%00.0%Unchanged
Glassman Wealth Services181$114.3K0.02%00.0%Unchanged
Toronto Dominion Bank200$126.3K0.00%00.0%Unchanged
MB, Levis & Associates, LLC200$126.3K0.07%00.0%Unchanged
Massmutual Trust Co FSB200$126.3K0.00%+200New
Rakuten Securities, Inc.205$129.5K0.10%+205New
Jefferies Financial Group Inc.227$143.4K0.00%+207+1,035.0%Added
AdvisorNet Financial, Inc235$148.4K0.01%+230+4,600.0%Added
KBC Group NV237$150.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC346$166.8K0.01%+346New
Advisory Services Network, LLC279$176.1K0.00%+279New
Kapitalo Investimentos Ltda312$197.1K0.04%+64+25.8%Added
Prelude Capital Management, LLC320$202.1K0.02%+320New
First Foundation Advisors325$205.3K0.01%+325New
Wealthcare Advisory Partners LLC328$207.2K0.01%+328New
Berkshire Bank330$208.4K0.06%+330New
Turim 21 Investimentos Ltda.333$210.3K0.07%+298+851.4%Added
Riverview Capital Advisers, LLC333$210.3K0.08%+333New