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 |
|---|---|---|---|---|---|
| Kapstone Financial Advisors LLC | 6,035 | $2.76M | 2.17% | +2,565+73.9% | Added |
| PEAK6 Investments LLC | 4,329 | $2.73M | 0.12% | +2,492+135.7% | Added |
| Capital Wealth Alliance, LLC | 4,270 | $2.70M | 1.85% | +373+9.6% | Added |
| National Bank of Canada | 3,891 | $2.66M | 0.00% | +1,168+42.9% | Added |
| Acorn Financial Advisory Services Inc | 4,182 | $2.64M | 0.46% | −1,759−29.6% | Reduced |
| Private Advisor Group, LLC | 4,165 | $2.63M | 0.02% | −77−1.8% | Reduced |
| Ensign Peak Advisors, Inc | 4,090 | $2.58M | 0.01% | +300+7.9% | Added |
| Avantax Advisory Services, Inc. | 4,080 | $2.58M | 0.03% | +241+6.3% | Added |
| Baader Bank INC | 3,688 | $2.26M | 0.19% | +629+20.6% | Added |
| Arizona State Retirement System | 3,389 | $2.14M | 0.02% | +259+8.3% | Added |
| Belvedere Trading LLC | 3,348 | $2.11M | 0.18% | −451−11.9% | Reduced |
| AQR Capital Management LLC | 3,324 | $2.10M | 0.00% | +1,509+83.1% | Added |
| RFG Advisory, LLC | 3,303 | $2.09M | 0.08% | +715+27.6% | Added |
| Mutual of America Capital Management LLC | 3,255 | $2.06M | 0.02% | +3,255 | New |
| Heritage Investors Management Corp | 3,186 | $2.01M | 0.08% | −28−0.9% | Reduced |
| Voloridge Investment Management, LLC | 3,150 | $1.99M | 0.01% | −18,319−85.3% | Reduced |
| AE Wealth Management LLC | 3,874 | $1.92M | 0.01% | −678−14.9% | Reduced |
| RIA Advisory Group LLC | 4,937 | $1.86M | 0.89% | +4,937 | New |
| Pinnacle Associates Ltd | 2,907 | $1.84M | 0.03% | +155+5.6% | Added |
| Aviso Wealth Management | 2,890 | $1.83M | 1.32% | +2,890 | New |
| IFP Advisors, Inc | 2,874 | $1.82M | 0.09% | +1,361+90.0% | Added |
| Janney Montgomery Scott LLC | 2,755 | $1.74M | 0.01% | +312+12.8% | Added |
| Virtu Financial LLC | 2,750 | $1.74M | 0.14% | +1,657+151.6% | Added |
| Moors & Cabot, Inc. | 2,720 | $1.72M | 0.11% | +49+1.8% | Added |
| EagleClaw Capital Managment, LLC | 2,705 | $1.71M | 0.36% | 00.0% | Unchanged |
| Nkcfo LLC | 2,650 | $1.67M | 0.91% | −500−15.9% | Reduced |
| CIBC Private Wealth Group, LLC | 2,636 | $1.66M | 0.00% | +500+23.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,599 | $1.64M | 0.00% | −75−2.8% | Reduced |
| Leonteq Securities AG | 2,556 | $1.61M | 0.21% | +532+26.3% | Added |
| Cardiff Park Advisors, LLC | 2,535 | $1.60M | 0.18% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,500 | $1.58M | 0.12% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,482 | $1.57M | 0.01% | +788+46.5% | Added |
| ProShare Advisors LLC | 2,391 | $1.51M | 0.00% | +439+22.5% | Added |
| Tower Research Capital LLC (TRC) | 2,357 | $1.49M | 0.02% | +2,097+806.5% | Added |
| Arlington Capital Management, Inc. | 2,354 | $1.49M | 1.35% | +2,354 | New |
| LCM Capital Management Inc | 2,261 | $1.43M | 1.03% | 00.0% | Unchanged |
| Truist Financial Corp | 2,239 | $1.41M | 0.00% | +2,239 | New |
| Handelsbanken Fonder AB | 2,186 | $1.38M | 0.01% | +700+47.1% | Added |
| Victory Capital Management Inc | 2,180 | $1.38M | 0.00% | +621+39.8% | Added |
| Spire Wealth Management | 2,837 | $1.36M | 0.05% | +142+5.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 2,154 | $1.36M | 0.02% | +2,154 | New |
| Mariner, LLC | 2,109 | $1.33M | 0.00% | +954+82.6% | Added |
| Kingswood Wealth Advisors, LLC | 2,012 | $1.27M | 0.14% | +332+19.8% | Added |
| Parallax Volatility Advisers, L.P. | 2,000 | $1.26M | 0.03% | +999+99.8% | Added |
| Cetera Advisors LLC | 1,978 | $1.25M | 0.02% | +35+1.8% | Added |
| Independent Advisor Alliance | 1,959 | $1.24M | 0.04% | +65+3.4% | Added |
| Captrust Financial Advisors | 1,908 | $1.21M | 0.00% | +166+9.5% | Added |
| HRT Financial LP | 1,793 | $1.13M | 0.01% | +457+34.2% | Added |
| Amalgamated Bank | 1,754 | $1.11M | 0.01% | +58+3.4% | Added |
| STRS Ohio | 1,600 | $1.01M | 0.00% | +700+77.8% | Added |
| Advisor Resource Council | 1,588 | $1.00M | 0.12% | +1,588 | New |
| Equitable Holdings, Inc. | 1,562 | $986.6K | 0.01% | +383+32.5% | Added |
| Franklin Resources Inc | 1,484 | $937.3K | 0.00% | +164+12.4% | Added |
| MRP Capital Investments, LLC | 1,440 | $909.5K | 0.98% | −3,986−73.5% | Reduced |
| Principal Financial Group Inc | 1,413 | $892.5K | 0.00% | +253+21.8% | Added |
| Teacher Retirement System of Texas | 1,411 | $891.0K | 0.01% | +563+66.4% | Added |
| Apollon Wealth Management, LLC | 1,393 | $879.8K | 0.03% | +51+3.8% | Added |
| Pictet Asset Management Holding SA | 1,380 | $871.6K | 0.00% | +72+5.5% | Added |
| Blair William & Co | 1,379 | $871.0K | 0.00% | −25−1.8% | Reduced |
| Scientech Research LLC | 1,338 | $844.8K | 0.84% | +1,338 | New |
| Rothschild Investment LLC | 1,300 | $821.1K | 0.07% | +1,300 | New |
| Spouting Rock Asset Management, LLC | 1,271 | $802.8K | 0.29% | +52+4.3% | Added |
| Geneos Wealth Management Inc. | 1,261 | $796.5K | 0.04% | +106+9.2% | Added |
| GSG Advisors LLC | 1,250 | $788.8K | 0.30% | +250+25.0% | Added |
| Ameritas Investment Partners, Inc. | 1,237 | $781.3K | 0.03% | +138+12.6% | Added |
| 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 |
| Annex Advisory Services, LLC | 1,186 | $749.1K | 0.03% | +1,186 | New |
| Shariaportfolio, Inc. | 1,183 | $747.0K | 0.51% | +208+21.3% | Added |
| Public Employees Retirement Association of Colorado | 1,166 | $736.0K | 0.00% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 1,150 | $726.4K | 0.45% | +1,150 | New |
| Great West Life Assurance Co | 1,149 | $721.0K | 0.00% | +155+15.6% | Added |
| King Wealth | 1,104 | $697.0K | 0.13% | +130+13.3% | Added |
| Rathbone Brothers plc | 1,101 | $695.4K | 0.00% | +426+63.1% | Added |
| Flaharty Asset Management, LLC | 1,084 | $684.7K | 0.11% | +100+10.2% | Added |
| Tobam | 1,077 | $680.0K | 0.06% | +236+28.1% | Added |
| Main Street Financial Solutions, LLC | 1,051 | $663.8K | 0.09% | +1,051 | New |
| American Century Companies Inc | 1,048 | $661.9K | 0.00% | +1,048 | New |
| Chesapeake Capital Corp | 1,030 | $650.6K | 0.47% | +1,030 | New |
| MTM Investment Management, LLC | 1,027 | $648.7K | 0.30% | +41+4.2% | Added |
| Vontobel Holding Ltd. | 1,025 | $647.4K | 0.01% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,020 | $644.3K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $631.6K | 0.01% | 00.0% | Unchanged |
| Campion Asset Management LLC | 994 | $627.8K | 0.53% | 00.0% | Unchanged |
| Duality Advisers, LP | 992 | $626.6K | 0.07% | +303+44.0% | Added |
| Perigon Wealth Management, LLC | 988 | $624.0K | 0.02% | +4+0.4% | Added |
| Atria Wealth Solutions, Inc. | 977 | $617.1K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 965 | $609.5K | 0.01% | +6+0.6% | Added |
| Diametric Capital, LP | 962 | $607.6K | 0.37% | +962 | New |
| Proficio Capital Partners LLC | 950 | $600.0K | 0.07% | +950 | New |
| Wellington Management Group LLP | 948 | $598.8K | 0.00% | −568−37.5% | Reduced |
| Cresset Asset Management, LLC | 922 | $582.4K | 0.00% | +722+361.0% | Added |
| AtonRa Partners | 919 | $580.5K | 1.16% | −248−21.3% | Reduced |
| Prudential Financial Inc | 918 | $579.8K | 0.00% | +112+13.9% | Added |
| Cetera Advisor Networks LLC | 904 | $571.0K | 0.00% | +185+25.7% | Added |
| Mercer Global Advisors Inc | 903 | $570.0K | 0.00% | −590−39.5% | Reduced |
| Fiduciary Trust Co | 895 | $565.3K | 0.01% | +895 | New |
| Stratos Wealth Advisors, LLC | 893 | $564.4K | 0.03% | +112+14.3% | Added |
| Ingalls & Snyder LLC | 870 | $550.0K | 0.02% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 850 | $536.9K | 0.26% | +150+21.4% | Added |