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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

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.

Institutional holdersQ1 2024: 530 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ1 2024: $16.4B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q4 2023.

Institutions holding MSTR in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Phoenix Holdings Ltd.120$203.6K0.00%+120New
TD Waterhouse Canada Inc.129$203.7K0.00%+29+29.0%Added
Wealth Alliance Advisory Group, LLC120$204.5K0.05%+120New
Robertson Stephens Wealth Management, LLC120$204.5K0.01%+120New
Abundance Wealth Counselors120$205.0K0.05%+120New
Beaird Harris Wealth Management, LLC121$206.3K0.02%−51−29.7%Reduced
Altus Wealth Group LLC121$206.3K0.10%+121New
Centaurus Financial, Inc.122$208.0K0.01%+122New
Oder Investment Management, LLC123$209.7K0.20%+123New
Merit Financial Group, LLC172$210.4K0.01%+172New
Panoramic Investment Advisors, LLC124$211.4K0.16%+124New
Central Trust Co124$211.4K0.01%−3−2.4%Reduced
Crosspoint Financial, LLC125$213.1K1.82%+125New
Institute for Wealth Management, LLC.125$213.6K0.03%+125New
Caitlin John, LLC126$214.8K0.16%+18+16.7%Added
Greenleaf Trust126$214.8K0.00%+126New
Prime Capital Investment Advisors, LLC126$214.8K0.00%+126New
Colony Group, LLC127$216.0K0.00%+127New
Commerce Bank128$218.2K0.00%+128New
Curran Financial Partners, LLC129$219.9K0.08%+129New
Carnegie Capital Asset Management, LLC130$221.6K0.01%+130New
Avantax Planning Partners, Inc.131$223.3K0.01%+131New
Old Mission Capital LLC131$223.3K0.01%+131New
Perennial Investment Advisors, LLC131$223.3K0.03%+131New
Miracle Mile Advisors, LLC134$228.4K0.01%+134New
D. E. Shaw & Co., Inc.140$238.6K0.00%+140New
Thrivent Financial for Lutherans141$240.0K0.00%−559−79.9%Reduced
Keybank National Association142$242.0K0.00%+142New
Ausdal Financial Partners, Inc.146$248.9K0.03%+146New
International Assets Investment Management, LLC153$250.4K0.03%+153New
Vident Advisory, LLC150$255.7K0.01%−665−81.6%Reduced
Whitener Capital Management, Inc.150$255.7K0.08%+150New
Unique Wealth Strategies, LLC150$255.7K0.13%+150New
Harbor Capital Advisors, Inc.153$261.0K0.03%+153New
Horizon Bancorp Inc155$264.0K0.13%+155New
Yousif Capital Management, LLC156$265.9K0.00%+156New
Cerity Partners LLC156$265.9K0.00%+156New
Cigna Investments Inc156$266.0K0.05%+156New
Coldstream Capital Management Inc158$269.3K0.01%+158New
Fort Point Capital Partners LLC159$271.0K0.04%+159New
Brighton Jones LLC159$271.2K0.01%+159New
Weaver Capital Management LLC160$272.7K0.09%+160New
Consolidated Capital Management, LLC160$272.7K0.13%+160New
Vienna Asset Management LLC160$272.7K0.25%+160New
Lion Street Advisors, LLC438$276.6K0.11%00.0%Unchanged
Brinker Capital Investments, LLC164$279.5K0.00%−507−75.6%Reduced
Orion Portfolio Solutions, LLC164$279.5K0.00%−507−75.6%Reduced
Steward Partners Investment Advisory, LLC164$279.5K0.00%+74+82.2%Added
Resources Investment Advisors, LLC.165$281.3K0.00%+165New
Berkeley Capital Partners, LLC168$286.4K0.09%+168New
Tower Research Capital LLC (TRC)170$289.8K0.01%−2,187−92.8%Reduced
Finivi Inc.170$289.8K0.26%+170New
Capital Advisors Inc172$293.2K0.01%+172New
Cascade Financial Partners, LLC200$295.9K0.04%+200New
ASB Consultores, LLC176$300.7K0.08%+176New
Farrell Financial LLC177$301.7K0.25%+177New
Guardian Wealth Advisors, LLC178$303.4K0.04%+178New
Agf Management Ltd180$306.8K0.00%+180New
Moneta Group Investment Advisors LLC1,800$306.8K0.01%+1,800New
Edgestream Partners, L.P.181$308.5K0.02%+181New
Evergreen Capital Management LLC183$311.9K0.01%+183New
Whittier Trust Co185$315.3K0.00%−815−81.5%Reduced
Strategic Blueprint, LLC185$315.3K0.02%+185New
Lodestar Private Asset Management LLC187$318.8K0.05%−270−59.1%Reduced
MAI Capital Management190$323.9K0.00%+190New
Treasurer of the State of North Carolina190$324.0K0.00%+190New
TownSquare Capital, LLC191$325.6K0.00%+191New
Advisory Research Inc192$327.3K0.07%+192New
Arkadios Wealth Advisors192$327.3K0.03%+192New
Oxler Private Wealth LLC192$327.3K0.13%+192New
Virtus Investment Advisers, Inc.194$330.7K0.24%+194New
TB Alternative Assets Ltd.195$332.4K0.08%+195New
Great Valley Advisor Group, Inc.197$335.8K0.01%+197New
Gerber Kawasaki Wealth & Investment Management198$337.5K0.02%+198New
Aptus Capital Advisors, LLC198$337.5K0.01%+198New
Massmutual Trust Co FSB200$340.9K0.01%00.0%Unchanged
MB, Levis & Associates, LLC200$340.9K0.18%00.0%Unchanged
Mesirow Financial Investment Management, Inc.200$340.9K0.01%+200New
Wealthquest Corp200$340.9K0.04%+200New
Gilbert & Cook, Inc.200$340.9K0.05%+200New
Axxcess Wealth Management, LLC200$340.9K0.01%+200New
LongView Wealth Management200$340.9K0.14%+200New
Frisch Financial Group, Inc.200$341.0K0.11%+200New
Altiora Financial Group, LLC201$342.6K0.09%+201New
Riverview Capital Advisers, LLC203$346.0K0.12%−130−39.0%Reduced
Lakeview Capital Partners, LLC207$352.8K0.06%+207New
Keebeck Wealth Management, LLC207$352.8K0.05%+207New
CWM Advisors, LLC208$353.8K0.04%−414−66.6%Reduced
Gladstone Institutional Advisory LLC210$358.0K0.02%−169−44.6%Reduced
Abel Hall, LLC210$358.0K0.27%+210New
Capital Investment Advisors, LLC211$360.1K0.01%+211New
Bay Rivers Group212$361.4K0.20%+212New
J.W. Cole Advisors, Inc.218$367.5K0.02%+218New
Pinnacle Wealth Planning Services, Inc.217$369.9K0.05%+217New
Ci Investments Inc.219$373.0K0.00%−193−46.8%Reduced
Sequoia Financial Advisors, LLC221$376.7K0.00%+221New
Palisades Hudson Asset Management, L.P.221$377.0K0.17%+221New
Garden State Investment Advisory Services LLC231$380.9K0.14%+231New
Scientech Research LLC224$381.8K0.20%−1,114−83.3%Reduced
Strategic Advocates LLC225$383.5K0.15%+225New