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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 342 | $216.0K | 0.00% | +342 | New |
| Stonegate Investment Group, LLC | 360 | $227.4K | 0.01% | +360 | New |
| BIT Capital GmbH | 364 | $229.9K | 0.02% | −7,564−95.4% | Reduced |
| Avidian Wealth Solutions, LLC | 374 | $236.2K | 0.01% | +374 | New |
| Gladstone Institutional Advisory LLC | 379 | $239.4K | 0.01% | −232−38.0% | Reduced |
| CWM, LLC | 396 | $250.0K | 0.00% | +27+7.3% | Added |
| Close Asset Management Ltd | 399 | $252.0K | 0.01% | +42+11.8% | Added |
| Wolverine Asset Management LLC | 400 | $252.6K | 0.00% | +400 | New |
| Ci Investments Inc. | 412 | $260.0K | 0.00% | +311+307.9% | Added |
| HighPoint Advisor Group LLC | 140 | $260.0K | 0.02% | +140 | New |
| Hartline Investment Corp | 414 | $261.5K | 0.04% | +414 | New |
| Coston, McIsaac & Partners | 420 | $265.0K | 0.09% | +420 | New |
| SEI Investments Co | 422 | $266.5K | 0.00% | +422 | New |
| Sawtooth Solutions, LLC | 426 | $269.1K | 0.01% | +426 | New |
| Bleakley Financial Group, LLC | 426 | $269.1K | 0.01% | +426 | New |
| Procyon Private Wealth Partners, LLC | 436 | $275.4K | 0.02% | +436 | New |
| Lion Street Advisors, LLC | 438 | $276.6K | 0.11% | −327−42.7% | Reduced |
| Envestnet Asset Management Inc | 447 | $282.3K | 0.00% | +447 | New |
| Western Wealth Management, LLC | 448 | $283.0K | 0.02% | +448 | New |
| Summit Wealth Partners, LLC | 453 | $286.1K | 0.07% | +453 | New |
| Lodestar Private Asset Management LLC | 457 | $288.6K | 0.04% | +457 | New |
| Guggenheim Capital LLC | 464 | $293.1K | 0.00% | +464 | New |
| Lake Street Advisors Group, LLC | 473 | $298.8K | 0.01% | +473 | New |
| United Capital Management of KS, Inc. | 473 | $298.8K | 0.09% | +473 | New |
| B & T Capital Management DBA Alpha Capital Management | 481 | $303.8K | 0.06% | +481 | New |
| Capstone Investment Advisors, LLC | 490 | $309.5K | 0.01% | +99+25.3% | Added |
| Pathstone Holdings, LLC | 496 | $313.3K | 0.00% | +496 | New |
| JustInvest LLC | 498 | $314.5K | 0.01% | +498 | New |
| Nisa Investment Advisors, LLC | 499 | $315.2K | 0.00% | −1−0.2% | Reduced |
| Hilltop Holdings Inc. | 500 | $315.8K | 0.04% | +500 | New |
| Sassicaia Capital Advisers LLC | 500 | $315.8K | 2.73% | +500 | New |
| Trevian Wealth Management LLC | 500 | $316.0K | 0.25% | +500 | New |
| Paul Damon & Associates, Inc. | 522 | $329.7K | 0.23% | +522 | New |
| Financial Advocates Investment Management | 530 | $334.8K | 0.02% | −113−17.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 533 | $336.7K | 0.10% | +533 | New |
| Savant Capital, LLC | 533 | $336.7K | 0.00% | +533 | New |
| VitalStone Financial, LLC | 576 | $364.0K | 0.29% | +348+152.6% | Added |
| O'Shaughnessy Asset Management, LLC | 584 | $368.9K | 0.00% | +584 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 596 | $376.4K | 0.00% | +596 | New |
| Beacon Pointe Advisors, LLC | 600 | $379.0K | 0.00% | +600 | New |
| Qube Research & Technologies Ltd | 608 | $384.0K | 0.00% | −15,938−96.3% | Reduced |
| Lincoln National Corp | 611 | $385.9K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 622 | $392.6K | 0.04% | −328−34.5% | Reduced |
| Wedbush Securities Inc | 623 | $393.0K | 0.02% | −45−6.7% | Reduced |
| Brinker Capital Investments, LLC | 671 | $401.3K | 0.00% | +671 | New |
| Orion Portfolio Solutions, LLC | 671 | $401.3K | 0.00% | +671 | New |
| Paradigm Financial Partners, LLC | 650 | $410.6K | 0.10% | +650 | New |
| Florida Financial Advisors, LLC | 651 | $411.2K | 0.38% | +651 | New |
| Silvercrest Asset Management Group LLC | 666 | $420.7K | 0.00% | +666 | New |
| US Bancorp | 671 | $423.8K | 0.00% | +89+15.3% | Added |
| Kingsview Wealth Management, LLC | 678 | $428.2K | 0.01% | −230−25.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 680 | $429.5K | 0.00% | +680 | New |
| Y-Intercept (Hong Kong) Ltd | 683 | $431.4K | 0.04% | +683 | New |
| GWM Advisors LLC | 691 | $436.4K | 0.00% | +49+7.6% | Added |
| Russell Investments Group, Ltd. | 692 | $437.1K | 0.00% | −3,839−84.7% | Reduced |
| Metropolitan Life Insurance Co | 693 | $437.7K | 0.02% | +57+9.0% | Added |
| Mackenzie Financial Corp | 696 | $439.6K | 0.00% | +696 | New |
| Ambassador Advisors, LLC | 900 | $441.5K | 0.10% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 700 | $442.0K | 0.00% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 705 | $445.3K | 0.05% | −33−4.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 705 | $445.3K | 0.22% | −13−1.8% | Reduced |
| Visionary Wealth Advisors | 712 | $449.7K | 0.03% | +712 | New |
| Arete Wealth Advisors, LLC | 727 | $459.2K | 0.04% | +727 | New |
| Xponance, Inc. | 740 | $467.4K | 0.01% | +84+12.8% | Added |
| Chicago Partners Investment Group LLC | 1,113 | $502.0K | 0.02% | +312+39.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 811 | $512.2K | 0.01% | +72+9.7% | Added |
| Vident Advisory, LLC | 815 | $514.8K | 0.01% | −113−12.2% | Reduced |
| IHT Wealth Management, LLC | 816 | $515.4K | 0.02% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 833 | $526.1K | 0.10% | +833 | New |
| Nwam LLC | 839 | $529.9K | 0.04% | +839 | New |
| Grey Street Capital, LLC | 850 | $536.9K | 0.26% | +150+21.4% | Added |
| Ingalls & Snyder LLC | 870 | $550.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 893 | $564.4K | 0.03% | +112+14.3% | Added |
| Fiduciary Trust Co | 895 | $565.3K | 0.01% | +895 | New |
| Mercer Global Advisors Inc | 903 | $570.0K | 0.00% | −590−39.5% | Reduced |
| Cetera Advisor Networks LLC | 904 | $571.0K | 0.00% | +185+25.7% | Added |
| Prudential Financial Inc | 918 | $579.8K | 0.00% | +112+13.9% | Added |
| AtonRa Partners | 919 | $580.5K | 1.16% | −248−21.3% | Reduced |
| Cresset Asset Management, LLC | 922 | $582.4K | 0.00% | +722+361.0% | Added |
| Wellington Management Group LLP | 948 | $598.8K | 0.00% | −568−37.5% | Reduced |
| Proficio Capital Partners LLC | 950 | $600.0K | 0.07% | +950 | New |
| Diametric Capital, LP | 962 | $607.6K | 0.37% | +962 | New |
| Stratos Wealth Partners, LTD. | 965 | $609.5K | 0.01% | +6+0.6% | Added |
| Atria Wealth Solutions, Inc. | 977 | $617.1K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 988 | $624.0K | 0.02% | +4+0.4% | Added |
| Duality Advisers, LP | 992 | $626.6K | 0.07% | +303+44.0% | Added |
| Campion Asset Management LLC | 994 | $627.8K | 0.53% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $631.6K | 0.01% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,020 | $644.3K | 0.03% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,025 | $647.4K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,027 | $648.7K | 0.30% | +41+4.2% | Added |
| Chesapeake Capital Corp | 1,030 | $650.6K | 0.47% | +1,030 | New |
| American Century Companies Inc | 1,048 | $661.9K | 0.00% | +1,048 | New |
| Main Street Financial Solutions, LLC | 1,051 | $663.8K | 0.09% | +1,051 | New |
| Tobam | 1,077 | $680.0K | 0.06% | +236+28.1% | Added |
| Flaharty Asset Management, LLC | 1,084 | $684.7K | 0.11% | +100+10.2% | Added |
| Rathbone Brothers plc | 1,101 | $695.4K | 0.00% | +426+63.1% | Added |
| King Wealth | 1,104 | $697.0K | 0.13% | +130+13.3% | Added |
| Great West Life Assurance Co | 1,149 | $721.0K | 0.00% | +155+15.6% | Added |
| BOCHK Asset Management Ltd | 1,150 | $726.4K | 0.45% | +1,150 | New |