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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
Benjamin F. Edwards & Company, Inc.226$385.0K0.01%+213+1,638.5%Added
Wealthcare Advisory Partners LLC227$386.9K0.01%−101−30.8%Reduced
Davenport & Co LLC229$390.3K0.00%+229New
Peapack Gladstone Financial Corp235$401.0K0.01%+235New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management240$409.1K0.01%+240New
Schonfeld Strategic Advisors LLC242$412.5K0.00%−438−64.4%Reduced
Pacer Advisors, Inc.242$412.5K0.00%+190+365.4%Added
RSM US Wealth Management LLC243$414.2K0.01%+243New
VGI Partners Ltd250$426.1K0.04%−950−79.2%Reduced
EP Wealth Advisors, LLC250$426.1K0.00%+250New
Magnetar Financial LLC256$436.4K0.01%+256New
Insigneo Advisory Services, LLC258$439.9K0.05%+258New
Harbour Investments, Inc.259$441.5K0.02%+201+346.6%Added
Investment Partners Asset Management, Inc.260$443.2K0.40%+260New
CIBC Asset Management Inc263$448.3K0.00%+263New
Westmount Partners, LLC264$450.0K0.16%+264New
Associated Banc-Corp268$456.8K0.01%+268New
Federation des caisses Desjardins du Quebec276$470.5K0.00%+207+300.0%Added
Kestra Private Wealth Services, LLC293$499.4K0.01%+293New
Glenmede Trust Co NA294$501.1K0.00%+294New
Ballentine Partners, LLC298$508.0K0.01%+298New
Gamco Investors, Inc. Et Al300$511.4K0.01%+300New
Evanson Asset Management, LLC300$511.4K0.04%+300New
Masso Torrence Wealth Management Inc.300$511.4K0.30%+300New
Hedges Asset Management LLC300$511.4K0.36%+300New
Winton Group Ltd302$514.8K0.04%+302New
Comprehensive Financial Consultants Institutional, Inc.305$519.9K0.22%+305New
Evexia Wealth LLC356$526.7K0.22%+356New
Waldron Private Wealth LLC309$527.2K0.02%+309New
Tobam310$528.0K0.05%−767−71.2%Reduced
KBC Group NV313$534.0K0.00%+76+32.1%Added
Harvest Fund Management Co., Ltd320$545.0K0.05%+267+503.8%Added
United Capital Financial Advisers, LLC322$548.9K0.00%+322New
FNY Investment Advisers, LLC323$550.0K0.36%+323New
First Foundation Advisors325$554.0K0.02%00.0%Unchanged
Profund Advisors LLC326$555.7K0.02%+326New
Berkshire Bank330$562.5K0.14%00.0%Unchanged
X-Square Capital, LLC332$565.0K0.27%+332New
Means Investment Co., Inc.339$577.0K0.07%+339New
Traynor Capital Management, Inc.347$590.9K0.06%+347New
Dynamic Advisor Solutions LLC347$591.5K0.02%+347New
Duality Advisers, LP348$593.2K0.06%−644−64.9%Reduced
Sunburst Financial Group, LLC363$594.1K0.17%+363New
Kovack Advisors, Inc.349$594.9K0.07%+349New
Guggenheim Capital LLC353$601.7K0.00%−111−23.9%Reduced
Lincoln National Corp358$610.2K0.01%−253−41.4%Reduced
Stonegate Investment Group, LLC360$613.6K0.02%00.0%Unchanged
Captrust Financial Advisors364$620.0K0.00%−1,544−80.9%Reduced
Calamos Advisors LLC364$620.5K0.00%+364New
Bleakley Financial Group, LLC367$625.6K0.02%−59−13.8%Reduced
Simplicity Wealth,LLC367$625.6K0.01%+367New
Park Avenue Securities LLC368$627.0K0.01%+368New
Truist Financial Corp368$627.3K0.00%−1,871−83.6%Reduced
Sigma Planning Corp377$642.6K0.02%+377New
Diversified Trust Co384$654.6K0.02%+384New
State Board of Administration of Florida Retirement System2,266$662.4K0.00%−3,110−57.8%Reduced
Crossmark Global Holdings, Inc.389$663.0K0.01%+389New
Procyon Private Wealth Partners, LLC395$673.3K0.05%−41−9.4%Reduced
Great Lakes Advisors, LLC413$704.0K0.01%+413New
Silvercrest Asset Management Group LLC419$714.2K0.00%−247−37.1%Reduced
Visionary Wealth Advisors420$715.1K0.05%−292−41.0%Reduced
Close Asset Management Ltd432$736.0K0.03%+33+8.3%Added
Verus Capital Partners, LLC436$743.2K0.08%−269−38.2%Reduced
The PNC Financial Services Group, Inc.444$756.8K0.00%+320+258.1%Added
Wealth Management Partners, LLC448$763.6K0.39%+448New
Toronto Dominion Bank450$767.1K0.00%+250+125.0%Added
Rothschild Investment LLC451$768.8K0.06%−849−65.3%Reduced
Nwam LLC490$779.8K0.06%−349−41.6%Reduced
Clarity Capital Partners LLC465$792.6K0.52%+465New
Jennison Associates LLC473$806.3K0.00%+473New
Nisa Investment Advisors, LLC479$816.5K0.01%−20−4.0%Reduced
VitalStone Financial, LLC491$837.0K0.64%−85−14.8%Reduced
SeaCrest Wealth Management, LLC492$838.6K0.10%+492New
Main Street Financial Solutions, LLC494$842.1K0.09%−557−53.0%Reduced
D.A. Davidson & Co.494$842.1K0.01%+494New
US Bancorp495$843.8K0.00%−176−26.2%Reduced
Amalgamated Bank505$861.0K0.01%−1,249−71.2%Reduced
CAP Partners, LLC506$862.5K0.76%+506New
Independent Financial Group, LLC512$872.7K0.04%−4,363−89.5%Reduced
Virtu Financial LLC514$875.0K0.07%−2,236−81.3%Reduced
Claro Advisors LLC515$877.0K0.15%+515New
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors525$894.9K0.11%+525New
Sterling Investment Advisors, Ltd.533$908.5K0.26%00.0%Unchanged
Tactive Advisors, LLC538$917.1K0.49%+538New
AdvisorNet Financial, Inc539$918.8K0.09%+304+129.4%Added
Evergreen Wealth Solutions, LLC540$920.5K0.68%+540New
Paul Damon & Associates, Inc.542$923.9K0.64%+20+3.8%Added
Magnus Financial Group LLC542$923.9K0.11%+542New
Annex Advisory Services, LLC547$932.4K0.03%−639−53.9%Reduced
SEI Investments Co575$980.1K0.00%+153+36.3%Added
JustInvest LLC579$986.9K0.02%+81+16.3%Added
Savant Capital, LLC584$995.5K0.01%+51+9.6%Added
Parallax Volatility Advisers, L.P.589$1.00M0.03%−1,411−70.6%Reduced
Wedbush Securities Inc599$1.02M0.04%−24−3.9%Reduced
Cutler Group LP606$1.03M0.52%−4,521−88.2%Reduced
Warren Averett Asset Management, LLC610$1.04M0.02%+610New
Global Retirement Partners, LLC614$1.05M0.04%+268+77.5%Added
Revisor Wealth Management LLC918$1.06M0.48%+918New
Western Wealth Management, LLC627$1.07M0.08%+179+40.0%Added
Teachers Retirement System of the State of Kentucky649$1.11M0.01%+649New