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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 1,166 | $736.0K | 0.00% | 00.0% | Unchanged |
| Shariaportfolio, Inc. | 1,183 | $747.0K | 0.51% | +208+21.3% | Added |
| Annex Advisory Services, LLC | 1,186 | $749.1K | 0.03% | +1,186 | New |
| Glaxis Capital Management, LLC | 1,200 | $757.9K | 2.70% | +1,200 | New |
| VGI Partners Ltd | 1,200 | $757.9K | 0.08% | +1,200 | New |
| Ameritas Investment Partners, Inc. | 1,237 | $781.3K | 0.03% | +138+12.6% | Added |
| GSG Advisors LLC | 1,250 | $788.8K | 0.30% | +250+25.0% | Added |
| Geneos Wealth Management Inc. | 1,261 | $796.5K | 0.04% | +106+9.2% | Added |
| Spouting Rock Asset Management, LLC | 1,271 | $802.8K | 0.29% | +52+4.3% | Added |
| Rothschild Investment LLC | 1,300 | $821.1K | 0.07% | +1,300 | New |
| Scientech Research LLC | 1,338 | $844.8K | 0.84% | +1,338 | New |
| Blair William & Co | 1,379 | $871.0K | 0.00% | −25−1.8% | Reduced |
| Pictet Asset Management Holding SA | 1,380 | $871.6K | 0.00% | +72+5.5% | Added |
| Apollon Wealth Management, LLC | 1,393 | $879.8K | 0.03% | +51+3.8% | Added |
| Teacher Retirement System of Texas | 1,411 | $891.0K | 0.01% | +563+66.4% | Added |
| Principal Financial Group Inc | 1,413 | $892.5K | 0.00% | +253+21.8% | Added |
| MRP Capital Investments, LLC | 1,440 | $909.5K | 0.98% | −3,986−73.5% | Reduced |
| Franklin Resources Inc | 1,484 | $937.3K | 0.00% | +164+12.4% | Added |
| Equitable Holdings, Inc. | 1,562 | $986.6K | 0.01% | +383+32.5% | Added |
| Advisor Resource Council | 1,588 | $1.00M | 0.12% | +1,588 | New |
| STRS Ohio | 1,600 | $1.01M | 0.00% | +700+77.8% | Added |
| Amalgamated Bank | 1,754 | $1.11M | 0.01% | +58+3.4% | Added |
| HRT Financial LP | 1,793 | $1.13M | 0.01% | +457+34.2% | Added |
| Captrust Financial Advisors | 1,908 | $1.21M | 0.00% | +166+9.5% | Added |
| Independent Advisor Alliance | 1,959 | $1.24M | 0.04% | +65+3.4% | Added |
| Cetera Advisors LLC | 1,978 | $1.25M | 0.02% | +35+1.8% | Added |
| Parallax Volatility Advisers, L.P. | 2,000 | $1.26M | 0.03% | +999+99.8% | Added |
| Kingswood Wealth Advisors, LLC | 2,012 | $1.27M | 0.14% | +332+19.8% | Added |
| Mariner, LLC | 2,109 | $1.33M | 0.00% | +954+82.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 2,154 | $1.36M | 0.02% | +2,154 | New |
| Spire Wealth Management | 2,837 | $1.36M | 0.05% | +142+5.3% | Added |
| Victory Capital Management Inc | 2,180 | $1.38M | 0.00% | +621+39.8% | Added |
| Handelsbanken Fonder AB | 2,186 | $1.38M | 0.01% | +700+47.1% | Added |
| Truist Financial Corp | 2,239 | $1.41M | 0.00% | +2,239 | New |
| LCM Capital Management Inc | 2,261 | $1.43M | 1.03% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 2,354 | $1.49M | 1.35% | +2,354 | New |
| Tower Research Capital LLC (TRC) | 2,357 | $1.49M | 0.02% | +2,097+806.5% | Added |
| ProShare Advisors LLC | 2,391 | $1.51M | 0.00% | +439+22.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,482 | $1.57M | 0.01% | +788+46.5% | Added |
| BIP Wealth, LLC | 2,500 | $1.58M | 0.12% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 2,535 | $1.60M | 0.18% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,556 | $1.61M | 0.21% | +532+26.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,599 | $1.64M | 0.00% | −75−2.8% | Reduced |
| CIBC Private Wealth Group, LLC | 2,636 | $1.66M | 0.00% | +500+23.4% | Added |
| Nkcfo LLC | 2,650 | $1.67M | 0.91% | −500−15.9% | Reduced |
| EagleClaw Capital Managment, LLC | 2,705 | $1.71M | 0.36% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,720 | $1.72M | 0.11% | +49+1.8% | Added |
| Virtu Financial LLC | 2,750 | $1.74M | 0.14% | +1,657+151.6% | Added |
| Janney Montgomery Scott LLC | 2,755 | $1.74M | 0.01% | +312+12.8% | Added |
| IFP Advisors, Inc | 2,874 | $1.82M | 0.09% | +1,361+90.0% | Added |
| Aviso Wealth Management | 2,890 | $1.83M | 1.32% | +2,890 | New |
| Pinnacle Associates Ltd | 2,907 | $1.84M | 0.03% | +155+5.6% | Added |
| RIA Advisory Group LLC | 4,937 | $1.86M | 0.89% | +4,937 | New |
| AE Wealth Management LLC | 3,874 | $1.92M | 0.01% | −678−14.9% | Reduced |
| Voloridge Investment Management, LLC | 3,150 | $1.99M | 0.01% | −18,319−85.3% | Reduced |
| Heritage Investors Management Corp | 3,186 | $2.01M | 0.08% | −28−0.9% | Reduced |
| Mutual of America Capital Management LLC | 3,255 | $2.06M | 0.02% | +3,255 | New |
| RFG Advisory, LLC | 3,303 | $2.09M | 0.08% | +715+27.6% | Added |
| AQR Capital Management LLC | 3,324 | $2.10M | 0.00% | +1,509+83.1% | Added |
| Belvedere Trading LLC | 3,348 | $2.11M | 0.18% | −451−11.9% | Reduced |
| Arizona State Retirement System | 3,389 | $2.14M | 0.02% | +259+8.3% | Added |
| Baader Bank INC | 3,688 | $2.26M | 0.19% | +629+20.6% | Added |
| Avantax Advisory Services, Inc. | 4,080 | $2.58M | 0.03% | +241+6.3% | Added |
| Ensign Peak Advisors, Inc | 4,090 | $2.58M | 0.01% | +300+7.9% | Added |
| Private Advisor Group, LLC | 4,165 | $2.63M | 0.02% | −77−1.8% | Reduced |
| Acorn Financial Advisory Services Inc | 4,182 | $2.64M | 0.46% | −1,759−29.6% | Reduced |
| National Bank of Canada | 3,891 | $2.66M | 0.00% | +1,168+42.9% | Added |
| Capital Wealth Alliance, LLC | 4,270 | $2.70M | 1.85% | +373+9.6% | Added |
| PEAK6 Investments LLC | 4,329 | $2.73M | 0.12% | +2,492+135.7% | Added |
| Kapstone Financial Advisors LLC | 6,035 | $2.76M | 2.17% | +2,565+73.9% | Added |
| Creative Planning | 4,397 | $2.78M | 0.01% | +1,142+35.1% | Added |
| Amundi | 4,852 | $2.80M | 0.00% | +2,322+91.8% | Added |
| Kestra Advisory Services, LLC | 4,571 | $2.89M | 0.02% | +762+20.0% | Added |
| Penserra Capital Management LLC | 4,777 | $3.02M | 0.06% | +4,777 | New |
| Voya Investment Management LLC | 4,844 | $3.06M | 0.00% | +430+9.7% | Added |
| Independent Financial Group, LLC | 4,875 | $3.08M | 0.16% | +4,875 | New |
| Fifth Third Bancorp | 5,098 | $3.22M | 0.01% | +1,436+39.2% | Added |
| New York State Common Retirement Fund | 5,121 | $3.23M | 0.00% | +366+7.7% | Added |
| Cutler Group LP | 5,127 | $3.24M | 0.45% | −8,112−61.3% | Reduced |
| GTS Securities LLC | 5,282 | $3.34M | 0.07% | −2,216−29.6% | Reduced |
| SRN Advisors, LLC | 5,313 | $3.36M | 3.01% | −6,917−56.6% | Reduced |
| Coastal Investment Advisors, Inc. | 5,358 | $3.38M | 0.76% | +291+5.7% | Added |
| State Board of Administration of Florida Retirement System | 5,376 | $3.40M | 0.01% | +2,220+70.3% | Added |
| Algert Global LLC | 5,391 | $3.41M | 0.14% | +404+8.1% | Added |
| Twin Tree Management, LP | 5,474 | $3.46M | 0.06% | −12,042−68.7% | Reduced |
| CI Private Wealth, LLC | 5,703 | $3.60M | 0.01% | +3,951+225.5% | Added |
| CIBC World Markets Inc. | 5,712 | $3.61M | 0.01% | +5,712 | New |
| American International Group, Inc. | 6,072 | $3.84M | 0.02% | +553+10.0% | Added |
| Longitude (Cayman) Ltd. | 6,100 | $3.85M | 6.16% | −2,000−24.7% | Reduced |
| Janus Henderson Group PLC | 6,293 | $3.97M | 0.00% | +793+14.4% | Added |
| MetLife Investment Management | 6,387 | $4.03M | 0.03% | +559+9.6% | Added |
| Manufacturers Life Insurance Company, The | 6,508 | $4.11M | 0.00% | +589+10.0% | Added |
| Simplex Trading, LLC | 6,632 | $4.19M | 0.13% | −28,819−81.3% | Reduced |
| Raymond James & Associates | 6,879 | $4.34M | 0.00% | −318−4.4% | Reduced |
| Royal Bank of Canada | 6,956 | $4.39M | 0.00% | +3,318+91.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,986 | $4.41M | 0.01% | +1,174+20.2% | Added |
| State of New Jersey Common Pension Fund D | 7,178 | $4.53M | 0.02% | +456+6.8% | Added |
| HighTower Advisors, LLC | 7,531 | $4.77M | 0.01% | −1,322−14.9% | Reduced |
| Natixis | 7,646 | $4.83M | 0.04% | +4,049+112.6% | Added |
| Accredited Investors Inc. | 8,493 | $5.36M | 0.38% | +8,493 | New |