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, Q1 2024
Institutional positions in Strategy Inc as of Mar 31, 2024. 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
- 530
- +165 vs. Q4 2023
- Shares held
- 9.65M
- +1.50M (+18.4%) vs. Q4 2023
- Total value
- $16.4B
- +$11.3B (+219.4%) vs. Q4 2023
- New holders
- 216
- 149 more added
- Sold out
- 51
- 123 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 1,791,564 | $3.05B | 0.62% | +232,667+14.9% | Added |
| Vanguard Group Inc | 1,553,048 | $2.65B | 0.05% | +401,071+34.8% | Added |
| BlackRock Inc. | 1,241,897 | $2.12B | 0.05% | +218,479+21.3% | Added |
| Morgan Stanley | 964,359 | $1.64B | 0.13% | +361,918+60.1% | Added |
| State Street Corp | 334,627 | $570.4M | 0.03% | +62,322+22.9% | Added |
| Geode Capital Management, LLC | 333,107 | $567.9M | 0.05% | +61,796+22.8% | Added |
| FMR LLC | 299,664 | $510.8M | 0.03% | −259,250−46.4% | Reduced |
| Susquehanna International Group, LLP | 244,863 | $417.4M | 0.62% | −42,317−14.7% | Reduced |
| Jane Street Group, LLC | 225,624 | $384.6M | 0.50% | +168,783+296.9% | Added |
| Norges Bank | 145,517 | $248.0M | 0.04% | +33,124+29.5% | Added |
| Northern Trust Corp | 140,007 | $238.7M | 0.04% | +20,242+16.9% | Added |
| Charles Schwab Investment Management Inc | 124,105 | $211.5M | 0.05% | +24,156+24.2% | Added |
| IMC-Chicago, LLC | 100,271 | $170.9M | 5.95% | +100,271 | New |
| Price T Rowe Associates Inc | 88,762 | $151.3M | 0.02% | +10,835+13.9% | Added |
| Goldman Sachs Group Inc | 77,860 | $132.7M | 0.03% | +9,501+13.9% | Added |
| Invesco Ltd. | 72,263 | $123.2M | 0.03% | −43,806−37.7% | Reduced |
| Capital World Investors | 70,636 | $120.4M | 0.02% | +536+0.8% | Added |
| Citadel Advisors LLC | 68,806 | $117.3M | 0.11% | +68,806 | New |
| JPMorgan Chase & Co | 59,539 | $101.5M | 0.01% | −16,558−21.8% | Reduced |
| Bank of New York Mellon Corp | 58,644 | $100.0M | 0.02% | +4,369+8.0% | Added |
| Marex Group plc | 55,094 | $93.9M | 3.05% | +55,094 | New |
| UBS Group AG | 44,636 | $76.1M | 0.03% | +3,991+9.8% | Added |
| LPL Financial LLC | 44,387 | $75.7M | 0.04% | +3,485+8.5% | Added |
| Nuveen Asset Management, LLC | 43,307 | $73.8M | 0.02% | +9,673+28.8% | Added |
| Bank of America Corp | 39,551 | $67.4M | 0.01% | +13,693+53.0% | Added |
| Shaolin Capital Management LLC | 38,185 | $65.1M | 2.33% | −58,565−60.5% | Reduced |
| Citigroup Inc | 36,088 | $61.5M | 0.07% | +946+2.7% | Added |
| Westfield Capital Management Co LP | 35,723 | $60.9M | 0.32% | +35,723 | New |
| Barclays PLC | 35,581 | $60.6M | 0.03% | +15,101+73.7% | Added |
| Natixis | 30,195 | $51.5M | 0.29% | +22,549+294.9% | Added |
| Ameriprise Financial Inc | 29,690 | $50.6M | 0.01% | +20,211+213.2% | Added |
| Swiss National Bank | 29,200 | $49.8M | 0.03% | +5,300+22.2% | Added |
| Wells Fargo & Company | 28,807 | $49.1M | 0.01% | −4,394−13.2% | Reduced |
| Toroso Investments, LLC | 26,492 | $45.2M | 0.77% | −67,788−71.9% | Reduced |
| Fred Alger Management, LLC | 25,381 | $43.3M | 0.21% | +25,381 | New |
| Victory Capital Management Inc | 24,872 | $42.4M | 0.04% | +22,692+1,040.9% | Added |
| California Public Employees Retirement System | 23,821 | $40.6M | 0.03% | +1,039+4.6% | Added |
| Commonwealth Equity Services, LLC | 23,638 | $40.3M | 0.07% | +8,287+54.0% | Added |
| GTS Securities LLC | 23,563 | $40.2M | 1.09% | +18,281+346.1% | Added |
| SG Americas Securities, LLC | 23,365 | $39.8M | 0.20% | +14,597+166.5% | Added |
| Advisor Group Holdings, Inc. | 22,931 | $39.1M | 0.09% | +1,242+5.7% | Added |
| Rhumbline Advisers | 22,332 | $38.1M | 0.04% | +4,002+21.8% | Added |
| Wellington Management Group LLP | 20,715 | $35.3M | 0.01% | +19,767+2,085.1% | Added |
| CTC LLC | 20,677 | $35.2M | 0.58% | +9,767+89.5% | Added |
| Franklin Resources Inc | 20,441 | $34.8M | 0.01% | +18,957+1,277.4% | Added |
| Alliancebernstein L.P. | 19,488 | $33.2M | 0.01% | +5,802+42.4% | Added |
| Horizon Kinetics Asset Management LLC | 18,968 | $32.3M | 0.61% | −978−4.9% | Reduced |
| Graham Capital Management, L.P. | 18,843 | $32.1M | 0.91% | +18,843 | New |
| Van Eck Associates Corp | 18,403 | $31.4M | 0.05% | −4,525−19.7% | Reduced |
| UBS Asset Management Americas Inc | 16,875 | $28.8M | 0.01% | +2,179+14.8% | Added |
| Credit Suisse AG | 16,692 | $28.5M | 0.03% | −3,346−16.7% | Reduced |
| Legal & General Group Plc | 15,724 | $26.8M | 0.01% | +3,489+28.5% | Added |
| Voya Investment Management LLC | 15,682 | $26.7M | 0.03% | +10,838+223.7% | Added |
| Exchange Traded Concepts, LLC | 14,910 | $25.4M | 0.66% | −5,690−27.6% | Reduced |
| California State Teachers Retirement System | 14,841 | $25.3M | 0.03% | +2,015+15.7% | Added |
| First Trust Advisors LP | 14,589 | $24.9M | 0.03% | −2,636−15.3% | Reduced |
| Capital Research Global Investors | 14,547 | $24.8M | 0.01% | −14,457−49.8% | Reduced |
| Boothbay Fund Management, LLC | 14,507 | $24.7M | 0.73% | +14,507 | New |
| Murchinson Ltd. | 14,500 | $24.7M | 2.76% | +14,500 | New |
| BNP Paribas Arbitrage, SA | 14,274 | $24.3M | 0.03% | +3,333+30.5% | Added |
| Bank of Montreal | 13,582 | $23.8M | 0.01% | +3,543+35.3% | Added |
| Strong Tower Advisory Services | 14,215 | $23.3M | 9.35% | +3,819+36.7% | Added |
| Jefferies Financial Group Inc. | 13,445 | $22.9M | 0.46% | +13,218+5,822.9% | Added |
| Stifel Financial Corp | 13,022 | $22.2M | 0.03% | −2,162−14.2% | Reduced |
| Deutsche Bank AG | 12,774 | $21.8M | 0.01% | +3,726+41.2% | Added |
| Foundations Investment Advisors, LLC | 11,441 | $19.5M | 0.51% | −398−3.4% | Reduced |
| State of Wisconsin Investment Board | 11,112 | $18.9M | 0.05% | +558+5.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,296 | $17.6M | 0.07% | +216+2.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 10,000 | $17.0M | 0.06% | +10,000 | New |
| Compass Ion Advisors, LLC | 9,152 | $15.6M | 2.24% | +40+0.4% | Added |
| Neuberger Berman Group LLC | 8,958 | $15.3M | 0.01% | +8,958 | New |
| Financial Sense Advisors, Inc. | 8,675 | $14.8M | 5.26% | −14,718−62.9% | Reduced |
| State of New Jersey Common Pension Fund D | 8,599 | $14.7M | 0.04% | +1,421+19.8% | Added |
| Manufacturers Life Insurance Company, The | 8,542 | $14.6M | 0.01% | +2,034+31.3% | Added |
| Eschler Asset Management LLP | 8,400 | $14.3M | 9.26% | +8,400 | New |
| EULAV Asset Management | 8,200 | $14.0M | 0.38% | −1,800−18.0% | Reduced |
| Cubist Systematic Strategies, LLC | 7,871 | $13.4M | 0.15% | −1,370−14.8% | Reduced |
| HSBC Holdings PLC | 7,743 | $13.2M | 0.01% | −8,752−53.1% | Reduced |
| Panagora Asset Management Inc | 7,680 | $13.1M | 0.07% | +7,680 | New |
| Shariaportfolio, Inc. | 7,613 | $13.0M | 7.48% | +6,430+543.5% | Added |
| MetLife Investment Management | 7,578 | $12.9M | 0.09% | +1,191+18.6% | Added |
| Accredited Investors Inc. | 7,370 | $12.6M | 0.81% | −1,123−13.2% | Reduced |
| American International Group, Inc. | 7,326 | $12.5M | 0.04% | +1,254+20.7% | Added |
| Penserra Capital Management LLC | 7,290 | $12.4M | 0.16% | +2,513+52.6% | Added |
| Royal Bank of Canada | 7,245 | $12.4M | 0.00% | +289+4.2% | Added |
| Kapstone Financial Advisors LLC | 6,974 | $11.9M | 8.09% | +939+15.6% | Added |
| Algert Global LLC | 6,731 | $11.5M | 0.45% | +1,340+24.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,665 | $11.4M | 0.03% | −321−4.6% | Reduced |
| Raymond James & Associates | 6,591 | $11.2M | 0.01% | −288−4.2% | Reduced |
| New York State Common Retirement Fund | 6,217 | $10.6M | 0.01% | +1,096+21.4% | Added |
| Accuvest Global Advisors | 5,829 | $9.94M | 4.35% | −5,324−47.7% | Reduced |
| Principal Financial Group Inc | 5,794 | $9.88M | 0.01% | +4,381+310.0% | Added |
| Janus Henderson Group PLC | 5,597 | $9.53M | 0.01% | −696−11.1% | Reduced |
| Kestra Advisory Services, LLC | 5,341 | $9.10M | 0.06% | +770+16.8% | Added |
| Walleye Trading LLC | 5,307 | $9.05M | 0.15% | +5,307 | New |
| MML Investors Services, LLC | 5,258 | $8.96M | 0.04% | −3,473−39.8% | Reduced |
| Squarepoint Ops LLC | 5,246 | $8.94M | 0.04% | +5,246 | New |
| Cetera Investment Advisers | 5,222 | $8.90M | 0.02% | +5,222 | New |
| Moors & Cabot, Inc. | 5,027 | $8.57M | 0.46% | +2,307+84.8% | Added |
| Equitec Proprietary Markets, LLC | 5,000 | $8.52M | 15.09% | +5,000 | New |