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 |
|---|---|---|---|---|---|
| Buckingham Strategic Wealth, LLC | 652 | $1.11M | 0.01% | +652 | New |
| Susquehanna International Securities, Ltd. | 661 | $1.13M | 0.45% | +661 | New |
| Financial Advocates Investment Management | 662 | $1.13M | 0.07% | +132+24.9% | Added |
| Grey Street Capital, LLC | 667 | $1.14M | 0.15% | −183−21.5% | Reduced |
| Harvest Investment Services, LLC | 668 | $1.14M | 0.46% | +668 | New |
| Rathbone Brothers plc | 697 | $1.19M | 0.01% | −404−36.7% | Reduced |
| Wealthfront Advisers LLC | 707 | $1.21M | 0.00% | +707 | New |
| Brookstone Capital Management | 708 | $1.21M | 0.02% | +366+107.0% | Added |
| Csenge Advisory Group | 713 | $1.21M | 0.07% | +713 | New |
| Kingsview Wealth Management, LLC | 720 | $1.23M | 0.03% | +42+6.2% | Added |
| O'Shaughnessy Asset Management, LLC | 720 | $1.23M | 0.01% | +136+23.3% | Added |
| United Capital Management of KS, Inc. | 720 | $1.23M | 0.28% | +247+52.2% | Added |
| Pathstone Holdings, LLC | 725 | $1.24M | 0.01% | +229+46.2% | Added |
| Change Path, LLC | 747 | $1.27M | 0.05% | +747 | New |
| Turim 21 Investimentos Ltda. | 759 | $1.29M | 0.33% | +426+127.9% | Added |
| Synergy Financial Management, LLC | 761 | $1.30M | 0.22% | +761 | New |
| Chesapeake Capital Corp | 766 | $1.31M | 0.97% | −264−25.6% | Reduced |
| Chicago Partners Investment Group LLC | 991 | $1.33M | 0.06% | −122−11.0% | Reduced |
| Metropolitan Life Insurance Co | 780 | $1.33M | 0.06% | +87+12.6% | Added |
| Newbridge Financial Services Group, Inc. | 800 | $1.36M | 0.60% | +95+13.5% | Added |
| CWM, LLC | 829 | $1.41M | 0.01% | +433+109.3% | Added |
| Bellecapital International Ltd. | 840 | $1.43M | 0.32% | +840 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 869 | $1.48M | 0.02% | +273+45.8% | Added |
| Geneos Wealth Management Inc. | 874 | $1.49M | 0.07% | −387−30.7% | Reduced |
| Manhattan West Asset Management, LLC | 874 | $1.49M | 0.36% | +874 | New |
| Ambassador Advisors, LLC | 900 | $1.53M | 0.28% | 00.0% | Unchanged |
| Xponance, Inc. | 903 | $1.54M | 0.02% | +163+22.0% | Added |
| Mackenzie Financial Corp | 904 | $1.54M | 0.00% | +208+29.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 909 | $1.55M | 0.07% | +905+22,625.0% | Added |
| Atria Wealth Solutions, Inc. | 928 | $1.58M | 0.02% | −49−5.0% | Reduced |
| Senator Investment Group LP | 930 | $1.59M | 0.07% | +930 | New |
| IHT Wealth Management, LLC | 949 | $1.62M | 0.06% | +133+16.3% | Added |
| Hilltop Holdings Inc. | 965 | $1.64M | 0.18% | +465+93.0% | Added |
| Beacon Pointe Advisors, LLC | 978 | $1.67M | 0.02% | +378+63.0% | Added |
| Millennium Management LLC | 984 | $1.68M | 0.00% | −10,926−91.7% | Reduced |
| Campion Asset Management LLC | 994 | $1.69M | 1.31% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 999 | $1.70M | 0.10% | +106+11.9% | Added |
| Hudson Bay Capital Management LP | 1,000 | $1.70M | 0.01% | +1,000 | New |
| Two Sigma Investments, LP | 1,005 | $1.71M | 0.00% | −74,601−98.7% | Reduced |
| MTM Investment Management, LLC | 1,011 | $1.72M | 0.71% | −16−1.6% | Reduced |
| Balyasny Asset Management LLC | 1,038 | $1.77M | 0.00% | −27,372−96.3% | Reduced |
| Ameritas Advisory Services, LLC | 1,489 | $1.79M | 0.07% | +1,489 | New |
| Perigon Wealth Management, LLC | 1,053 | $1.79M | 0.05% | +65+6.6% | Added |
| Fiduciary Trust Co | 1,060 | $1.81M | 0.03% | +165+18.4% | Added |
| Coastal Investment Advisors, Inc. | 1,085 | $1.85M | 0.38% | −4,273−79.7% | Reduced |
| Fiduciary Alliance LLC | 1,134 | $1.86M | 0.33% | +301+36.1% | Added |
| Symmetry Investments LP | 1,128 | $1.92M | 0.20% | +1,128 | New |
| GWM Advisors LLC | 1,146 | $1.95M | 0.02% | +455+65.8% | Added |
| GSG Advisors LLC | 1,250 | $2.01M | 0.74% | 00.0% | Unchanged |
| Boulder Hill Capital Management LP | 1,200 | $2.05M | 0.84% | +1,200 | New |
| Blair William & Co | 1,201 | $2.05M | 0.01% | −178−12.9% | Reduced |
| Stratos Wealth Partners, LTD. | 1,207 | $2.06M | 0.03% | +242+25.1% | Added |
| Paradigm Financial Partners, LLC | 1,250 | $2.13M | 0.46% | +600+92.3% | Added |
| Nomura Holdings Inc | 1,314 | $2.24M | 0.02% | −28,348−95.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 1,314 | $2.24M | 0.44% | +833+173.2% | Added |
| Aviso Wealth Management | 1,315 | $2.24M | 1.41% | −1,575−54.5% | Reduced |
| Cresset Asset Management, LLC | 1,315 | $2.24M | 0.01% | +393+42.6% | Added |
| Equitable Holdings, Inc. | 1,327 | $2.26M | 0.03% | −235−15.0% | Reduced |
| Arlington Capital Management, Inc. | 1,348 | $2.30M | 1.91% | −1,006−42.7% | Reduced |
| Great West Life Assurance Co | 1,374 | $2.34M | 0.00% | +225+19.6% | Added |
| Apollon Wealth Management, LLC | 1,415 | $2.41M | 0.08% | +22+1.6% | Added |
| Ameritas Investment Partners, Inc. | 1,482 | $2.53M | 0.09% | +245+19.8% | Added |
| One Capital Management, LLC | 1,487 | $2.53M | 0.09% | +467+45.8% | Added |
| STRS Ohio | 1,500 | $2.56M | 0.01% | −100−6.3% | Reduced |
| Pinnacle Associates Ltd | 1,511 | $2.58M | 0.04% | −1,396−48.0% | Reduced |
| RFG Advisory, LLC | 1,537 | $2.62M | 0.09% | −1,766−53.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,587 | $2.71M | 0.03% | +776+95.7% | Added |
| Public Employees Retirement Association of Colorado | 1,590 | $2.71M | 0.01% | +424+36.4% | Added |
| FORA Capital, LLC | 1,648 | $2.81M | 0.23% | −13,394−89.0% | Reduced |
| Brevan Howard Capital Management LP | 1,660 | $2.83M | 0.26% | +1,660 | New |
| Nations Financial Group Inc, | 1,679 | $2.86M | 0.24% | +1,679 | New |
| Spire Wealth Management | 1,708 | $2.91M | 0.08% | −1,129−39.8% | Reduced |
| CIBC World Markets Inc. | 1,714 | $2.92M | 0.01% | −3,998−70.0% | Reduced |
| American Century Companies Inc | 1,737 | $2.96M | 0.00% | +689+65.7% | Added |
| Cantor Fitzgerald, L. P. | 1,770 | $3.02M | 0.72% | +1,770 | New |
| SRN Advisors, LLC | 1,828 | $3.12M | 2.43% | −3,485−65.6% | Reduced |
| Teacher Retirement System of Texas | 1,849 | $3.15M | 0.02% | +438+31.0% | Added |
| Bluefin Capital Management, LLC | 1,901 | $3.24M | 0.52% | +1,901 | New |
| National Bank of Canada | 2,750 | $3.24M | 0.01% | −1,141−29.3% | Reduced |
| Pictet Asset Management Holding SA | 1,906 | $3.26M | 0.00% | +526+38.1% | Added |
| TCG Advisory Services, LLC | 1,920 | $3.27M | 0.18% | +1,920 | New |
| Danske Bank A/S | 1,947 | $3.32M | 0.01% | +1,947 | New |
| ClariVest Asset Management LLC | 1,969 | $3.36M | 0.35% | +1,969 | New |
| Envestnet Asset Management Inc | 2,012 | $3.43M | 0.00% | +1,565+350.1% | Added |
| Independent Advisor Alliance | 2,065 | $3.52M | 0.13% | +106+5.4% | Added |
| IFP Advisors, Inc | 2,077 | $3.54M | 0.16% | −797−27.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 2,154 | $3.67M | 0.09% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 2,243 | $3.82M | 0.13% | −943−29.6% | Reduced |
| LCM Capital Management Inc | 2,263 | $3.86M | 2.49% | +2+0.1% | Added |
| Rakuten Securities, Inc. | 2,297 | $3.92M | 1.71% | +2,092+1,020.5% | Added |
| Vontobel Holding Ltd. | 2,326 | $3.96M | 0.03% | +1,301+126.9% | Added |
| Handelsbanken Fonder AB | 2,386 | $4.07M | 0.02% | +200+9.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,400 | $4.09M | 0.00% | +2,400 | New |
| Macquarie Group Ltd | 3,616 | $4.10M | 0.00% | +3,616 | New |
| CIBC Private Wealth Group, LLC | 2,525 | $4.13M | 0.01% | −111−4.2% | Reduced |
| CI Private Wealth, LLC | 2,515 | $4.29M | 0.01% | −3,188−55.9% | Reduced |
| Cardiff Park Advisors, LLC | 2,560 | $4.36M | 0.42% | +25+1.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,580 | $4.40M | 0.01% | −19−0.7% | Reduced |
| EagleClaw Capital Managment, LLC | 2,744 | $4.68M | 0.85% | +39+1.4% | Added |
| Prudential Financial Inc | 2,799 | $4.77M | 0.01% | +1,881+204.9% | Added |