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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

Q1 2024 vs. Q4 2023

How the institutions holding Strategy Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of MSTR: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders3705530+165
Shares8.15M2.62K9.65M+1.50M (+18.4%)
Value$5.14B$1.66M$16.4B+$11.3B (+219.4%)

5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (216)

Institutions that held Strategy Inc at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 216 by value.

Institutions new to MSTR in Q1 2024
InstitutionSharesValue% of portfolio
IMC-Chicago, LLC100,271$170.9M5.95%
Citadel Advisors LLC68,806$117.3M0.11%
Marex Group plc55,094$93.9M3.05%
Westfield Capital Management Co LP35,723$60.9M0.32%
Fred Alger Management, LLC25,381$43.3M0.21%
Graham Capital Management, L.P.18,843$32.1M0.91%
Boothbay Fund Management, LLC14,507$24.7M0.73%
Murchinson Ltd.14,500$24.7M2.76%
Healthcare of Ontario Pension Plan Trust Fund10,000$17.0M0.06%
Neuberger Berman Group LLC8,958$15.3M0.01%
Eschler Asset Management LLP8,400$14.3M9.26%
Panagora Asset Management Inc7,680$13.1M0.07%
Walleye Trading LLC5,307$9.05M0.15%
Squarepoint Ops LLC5,246$8.94M0.04%
Cetera Investment Advisers5,222$8.90M0.02%
Equitec Proprietary Markets, LLC5,000$8.52M15.09%
Federated Hermes, Inc.4,690$7.99M0.02%
Dakota Wealth Management4,500$7.67M0.19%
Wolverine Trading, LLC4,401$7.50M0.08%
Madden Securities Corp4,268$7.28M3.36%
Strategic Vision Investment Ltd3,700$6.31M4.55%
Walleye Capital LLC3,700$6.31M0.07%
Macquarie Group Ltd3,616$4.10M0.00%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,400$4.09M0.00%
ClariVest Asset Management LLC1,969$3.36M0.35%
Danske Bank A/S1,947$3.32M0.01%
TCG Advisory Services, LLC1,920$3.27M0.18%
Bluefin Capital Management, LLC1,901$3.24M0.52%
Cantor Fitzgerald, L. P.1,770$3.02M0.72%
Nations Financial Group Inc,1,679$2.86M0.24%
Brevan Howard Capital Management LP1,660$2.83M0.26%
Boulder Hill Capital Management LP1,200$2.05M0.84%
Symmetry Investments LP1,128$1.92M0.20%
Ameritas Advisory Services, LLC1,489$1.79M0.07%
Hudson Bay Capital Management LP1,000$1.70M0.01%
Senator Investment Group LP930$1.59M0.07%
Manhattan West Asset Management, LLC874$1.49M0.36%
Bellecapital International Ltd.840$1.43M0.32%
Synergy Financial Management, LLC761$1.30M0.22%
Change Path, LLC747$1.27M0.05%
Csenge Advisory Group713$1.21M0.07%
Wealthfront Advisers LLC707$1.21M0.00%
Harvest Investment Services, LLC668$1.14M0.46%
Susquehanna International Securities, Ltd.661$1.13M0.45%
Buckingham Strategic Wealth, LLC652$1.11M0.01%
Teachers Retirement System of the State of Kentucky649$1.11M0.01%
Revisor Wealth Management LLC918$1.06M0.48%
Warren Averett Asset Management, LLC610$1.04M0.02%
Magnus Financial Group LLC542$923.9K0.11%
Evergreen Wealth Solutions, LLC540$920.5K0.68%
Tactive Advisors, LLC538$917.1K0.49%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors525$894.9K0.11%
Claro Advisors LLC515$877.0K0.15%
CAP Partners, LLC506$862.5K0.76%
D.A. Davidson & Co.494$842.1K0.01%
SeaCrest Wealth Management, LLC492$838.6K0.10%
Jennison Associates LLC473$806.3K0.00%
Clarity Capital Partners LLC465$792.6K0.52%
Wealth Management Partners, LLC448$763.6K0.39%
Great Lakes Advisors, LLC413$704.0K0.01%
Crossmark Global Holdings, Inc.389$663.0K0.01%
Diversified Trust Co384$654.6K0.02%
Sigma Planning Corp377$642.6K0.02%
Park Avenue Securities LLC368$627.0K0.01%
Simplicity Wealth,LLC367$625.6K0.01%
Calamos Advisors LLC364$620.5K0.00%
Kovack Advisors, Inc.349$594.9K0.07%
Sunburst Financial Group, LLC363$594.1K0.17%
Dynamic Advisor Solutions LLC347$591.5K0.02%
Traynor Capital Management, Inc.347$590.9K0.06%
Means Investment Co., Inc.339$577.0K0.07%
X-Square Capital, LLC332$565.0K0.27%
Profund Advisors LLC326$555.7K0.02%
FNY Investment Advisers, LLC323$550.0K0.36%
United Capital Financial Advisers, LLC322$548.9K0.00%
Waldron Private Wealth LLC309$527.2K0.02%
Evexia Wealth LLC356$526.7K0.22%
Comprehensive Financial Consultants Institutional, Inc.305$519.9K0.22%
Winton Group Ltd302$514.8K0.04%
Gamco Investors, Inc. Et Al300$511.4K0.01%
Evanson Asset Management, LLC300$511.4K0.04%
Masso Torrence Wealth Management Inc.300$511.4K0.30%
Hedges Asset Management LLC300$511.4K0.36%
Ballentine Partners, LLC298$508.0K0.01%
Glenmede Trust Co NA294$501.1K0.00%
Kestra Private Wealth Services, LLC293$499.4K0.01%
Associated Banc-Corp268$456.8K0.01%
Westmount Partners, LLC264$450.0K0.16%
CIBC Asset Management Inc263$448.3K0.00%
Investment Partners Asset Management, Inc.260$443.2K0.40%
Insigneo Advisory Services, LLC258$439.9K0.05%
Magnetar Financial LLC256$436.4K0.01%
EP Wealth Advisors, LLC250$426.1K0.00%
RSM US Wealth Management LLC243$414.2K0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management240$409.1K0.01%
Peapack Gladstone Financial Corp235$401.0K0.01%
Davenport & Co LLC229$390.3K0.00%
Strategic Advocates LLC225$383.5K0.15%
Garden State Investment Advisory Services LLC231$380.9K0.14%
Palisades Hudson Asset Management, L.P.221$377.0K0.17%

Sold out (51)

Institutions that held Strategy Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of MSTR in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Johnson Financial Group, LLC15,000$9.47M
GAM Holding AG14,494$9.15M
Simplex Trading, LLC6,632$4.19M
Twin Tree Management, LP5,474$3.46M
Baader Bank INC3,688$2.26M
Belvedere Trading LLC3,348$2.11M
Voloridge Investment Management, LLC3,150$1.99M
AE Wealth Management LLC3,874$1.92M
RIA Advisory Group LLC4,937$1.86M
Nkcfo LLC2,650$1.67M
Cetera Advisors LLC1,978$1.25M
HRT Financial LP1,793$1.13M
Advisor Resource Council1,588$1.00M
MRP Capital Investments, LLC1,440$909.5K
Glaxis Capital Management, LLC1,200$757.9K
BOCHK Asset Management Ltd1,150$726.4K
King Wealth1,104$697.0K
Flaharty Asset Management, LLC1,084$684.7K
Diametric Capital, LP962$607.6K
Proficio Capital Partners LLC950$600.0K
Cetera Advisor Networks LLC904$571.0K
Ingalls & Snyder LLC870$550.0K
Arete Wealth Advisors, LLC727$459.2K
Y-Intercept (Hong Kong) Ltd683$431.4K
Florida Financial Advisors, LLC651$411.2K
Qube Research & Technologies Ltd608$384.0K
Trevian Wealth Management LLC500$316.0K
Sassicaia Capital Advisers LLC500$315.8K
Capstone Investment Advisors, LLC490$309.5K
Lake Street Advisors Group, LLC473$298.8K
Summit Wealth Partners, LLC453$286.1K
Hartline Investment Corp414$261.5K
Wolverine Asset Management LLC400$252.6K
Avidian Wealth Solutions, LLC374$236.2K
BIT Capital GmbH364$229.9K
Prelude Capital Management, LLC320$202.1K
Kapitalo Investimentos Ltda312$197.1K
Advisory Services Network, LLC279$176.1K
Glassman Wealth Services181$114.3K
C M Bidwell & Associates Ltd106$67.0K
Impact Partnership Wealth, LLC75$47.4K
Financial Management Professionals, Inc.50$32.0K
Advisors Preferred, LLC35$24.0K
Tradition Wealth Management, LLC36$23.0K
Ancora Advisors, LLC31$19.6K
Stonehage Fleming Financial Services Holdings Ltd16$10.1K
Beacon Capital Management, LLC19$6.24K
Tradewinds Capital Management, LLC5$3.16K
Institutional & Family Asset Management, LLC5$3.16K
Hexagon Capital Partners LLC4$2.53K
LM Advisors LLC3$1.97K

Not filed for Q1 2024 yet (5)

Institutions that held Strategy Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSTR in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Spouting Rock Asset Management, LLC1,271$802.8K
AtonRa Partners919$580.5K
Sawtooth Solutions, LLC426$269.1K
Provence Wealth Management Group3$1.90K
Coppell Advisory Solutions LLC2$1.26K