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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 2,823 | $4.81M | 0.01% | −501−15.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,939 | $5.01M | 0.02% | +457+18.4% | Added |
| Leonteq Securities AG | 2,941 | $5.01M | 0.68% | +385+15.1% | Added |
| BIP Wealth, LLC | 3,006 | $5.12M | 0.37% | +506+20.2% | Added |
| Amundi | 4,244 | $5.13M | 0.00% | −608−12.5% | Reduced |
| Mutual of America Capital Management LLC | 3,091 | $5.27M | 0.06% | −164−5.0% | Reduced |
| Fifth Third Bancorp | 3,118 | $5.31M | 0.02% | −1,980−38.8% | Reduced |
| ProShare Advisors LLC | 3,137 | $5.35M | 0.01% | +746+31.2% | Added |
| Janney Montgomery Scott LLC | 3,219 | $5.49M | 0.02% | +464+16.8% | Added |
| Mariner, LLC | 3,222 | $5.49M | 0.01% | +1,113+52.8% | Added |
| Avantax Advisory Services, Inc. | 3,247 | $5.53M | 0.05% | −833−20.4% | Reduced |
| Marshall Wace, LLP | 3,271 | $5.58M | 0.01% | −16,537−83.5% | Reduced |
| Russell Investments Group, Ltd. | 3,404 | $5.80M | 0.01% | +2,712+391.9% | Added |
| Private Advisor Group, LLC | 3,439 | $5.86M | 0.04% | −726−17.4% | Reduced |
| Strategic Vision Investment Ltd | 3,700 | $6.31M | 4.55% | +3,700 | New |
| Walleye Capital LLC | 3,700 | $6.31M | 0.07% | +3,700 | New |
| Acorn Financial Advisory Services Inc | 3,992 | $6.80M | 1.29% | −190−4.5% | Reduced |
| HighTower Advisors, LLC | 3,998 | $6.81M | 0.01% | −3,533−46.9% | Reduced |
| Arizona State Retirement System | 4,066 | $6.93M | 0.05% | +677+20.0% | Added |
| Madden Securities Corp | 4,268 | $7.28M | 3.36% | +4,268 | New |
| Capital Wealth Alliance, LLC | 4,278 | $7.29M | 4.31% | +8+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 4,333 | $7.39M | 0.85% | +2,321+115.4% | Added |
| Wolverine Trading, LLC | 4,401 | $7.50M | 0.08% | +4,401 | New |
| Ensign Peak Advisors, Inc | 4,436 | $7.56M | 0.01% | +346+8.5% | Added |
| Dakota Wealth Management | 4,500 | $7.67M | 0.19% | +4,500 | New |
| Federated Hermes, Inc. | 4,690 | $7.99M | 0.02% | +4,690 | New |
| Longitude (Cayman) Ltd. | 4,800 | $8.18M | 11.91% | −1,300−21.3% | Reduced |
| Creative Planning | 4,938 | $8.42M | 0.01% | +541+12.3% | Added |
| Comerica Bank | 4,999 | $8.52M | 0.04% | −5,812−53.8% | Reduced |
| Equitec Proprietary Markets, LLC | 5,000 | $8.52M | 15.09% | +5,000 | New |
| Moors & Cabot, Inc. | 5,027 | $8.57M | 0.46% | +2,307+84.8% | Added |
| Cetera Investment Advisers | 5,222 | $8.90M | 0.02% | +5,222 | New |
| Squarepoint Ops LLC | 5,246 | $8.94M | 0.04% | +5,246 | New |
| MML Investors Services, LLC | 5,258 | $8.96M | 0.04% | −3,473−39.8% | Reduced |
| Walleye Trading LLC | 5,307 | $9.05M | 0.15% | +5,307 | New |
| Kestra Advisory Services, LLC | 5,341 | $9.10M | 0.06% | +770+16.8% | Added |
| Janus Henderson Group PLC | 5,597 | $9.53M | 0.01% | −696−11.1% | Reduced |
| Principal Financial Group Inc | 5,794 | $9.88M | 0.01% | +4,381+310.0% | Added |
| Accuvest Global Advisors | 5,829 | $9.94M | 4.35% | −5,324−47.7% | Reduced |
| New York State Common Retirement Fund | 6,217 | $10.6M | 0.01% | +1,096+21.4% | Added |
| Raymond James & Associates | 6,591 | $11.2M | 0.01% | −288−4.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,665 | $11.4M | 0.03% | −321−4.6% | Reduced |
| Algert Global LLC | 6,731 | $11.5M | 0.45% | +1,340+24.9% | Added |
| Kapstone Financial Advisors LLC | 6,974 | $11.9M | 8.09% | +939+15.6% | Added |
| Royal Bank of Canada | 7,245 | $12.4M | 0.00% | +289+4.2% | Added |
| Penserra Capital Management LLC | 7,290 | $12.4M | 0.16% | +2,513+52.6% | Added |
| American International Group, Inc. | 7,326 | $12.5M | 0.04% | +1,254+20.7% | Added |
| Accredited Investors Inc. | 7,370 | $12.6M | 0.81% | −1,123−13.2% | Reduced |
| MetLife Investment Management | 7,578 | $12.9M | 0.09% | +1,191+18.6% | Added |
| Shariaportfolio, Inc. | 7,613 | $13.0M | 7.48% | +6,430+543.5% | Added |
| Panagora Asset Management Inc | 7,680 | $13.1M | 0.07% | +7,680 | New |
| HSBC Holdings PLC | 7,743 | $13.2M | 0.01% | −8,752−53.1% | Reduced |
| Cubist Systematic Strategies, LLC | 7,871 | $13.4M | 0.15% | −1,370−14.8% | Reduced |
| EULAV Asset Management | 8,200 | $14.0M | 0.38% | −1,800−18.0% | Reduced |
| Eschler Asset Management LLP | 8,400 | $14.3M | 9.26% | +8,400 | New |
| Manufacturers Life Insurance Company, The | 8,542 | $14.6M | 0.01% | +2,034+31.3% | Added |
| State of New Jersey Common Pension Fund D | 8,599 | $14.7M | 0.04% | +1,421+19.8% | Added |
| Financial Sense Advisors, Inc. | 8,675 | $14.8M | 5.26% | −14,718−62.9% | Reduced |
| Neuberger Berman Group LLC | 8,958 | $15.3M | 0.01% | +8,958 | New |
| Compass Ion Advisors, LLC | 9,152 | $15.6M | 2.24% | +40+0.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 10,000 | $17.0M | 0.06% | +10,000 | New |
| Cambridge Investment Research Advisors, Inc. | 10,296 | $17.6M | 0.07% | +216+2.1% | Added |
| State of Wisconsin Investment Board | 11,112 | $18.9M | 0.05% | +558+5.3% | Added |
| Foundations Investment Advisors, LLC | 11,441 | $19.5M | 0.51% | −398−3.4% | Reduced |
| Deutsche Bank AG | 12,774 | $21.8M | 0.01% | +3,726+41.2% | Added |
| Stifel Financial Corp | 13,022 | $22.2M | 0.03% | −2,162−14.2% | Reduced |
| Jefferies Financial Group Inc. | 13,445 | $22.9M | 0.46% | +13,218+5,822.9% | Added |
| Strong Tower Advisory Services | 14,215 | $23.3M | 9.35% | +3,819+36.7% | Added |
| Bank of Montreal | 13,582 | $23.8M | 0.01% | +3,543+35.3% | Added |
| BNP Paribas Arbitrage, SA | 14,274 | $24.3M | 0.03% | +3,333+30.5% | Added |
| Murchinson Ltd. | 14,500 | $24.7M | 2.76% | +14,500 | New |
| Boothbay Fund Management, LLC | 14,507 | $24.7M | 0.73% | +14,507 | New |
| Capital Research Global Investors | 14,547 | $24.8M | 0.01% | −14,457−49.8% | Reduced |
| First Trust Advisors LP | 14,589 | $24.9M | 0.03% | −2,636−15.3% | Reduced |
| California State Teachers Retirement System | 14,841 | $25.3M | 0.03% | +2,015+15.7% | Added |
| Exchange Traded Concepts, LLC | 14,910 | $25.4M | 0.66% | −5,690−27.6% | Reduced |
| Voya Investment Management LLC | 15,682 | $26.7M | 0.03% | +10,838+223.7% | Added |
| Legal & General Group Plc | 15,724 | $26.8M | 0.01% | +3,489+28.5% | Added |
| Credit Suisse AG | 16,692 | $28.5M | 0.03% | −3,346−16.7% | Reduced |
| UBS Asset Management Americas Inc | 16,875 | $28.8M | 0.01% | +2,179+14.8% | Added |
| Van Eck Associates Corp | 18,403 | $31.4M | 0.05% | −4,525−19.7% | Reduced |
| Graham Capital Management, L.P. | 18,843 | $32.1M | 0.91% | +18,843 | New |
| Horizon Kinetics Asset Management LLC | 18,968 | $32.3M | 0.61% | −978−4.9% | Reduced |
| Alliancebernstein L.P. | 19,488 | $33.2M | 0.01% | +5,802+42.4% | Added |
| Franklin Resources Inc | 20,441 | $34.8M | 0.01% | +18,957+1,277.4% | Added |
| CTC LLC | 20,677 | $35.2M | 0.58% | +9,767+89.5% | Added |
| Wellington Management Group LLP | 20,715 | $35.3M | 0.01% | +19,767+2,085.1% | Added |
| Rhumbline Advisers | 22,332 | $38.1M | 0.04% | +4,002+21.8% | Added |
| Advisor Group Holdings, Inc. | 22,931 | $39.1M | 0.09% | +1,242+5.7% | Added |
| SG Americas Securities, LLC | 23,365 | $39.8M | 0.20% | +14,597+166.5% | Added |
| GTS Securities LLC | 23,563 | $40.2M | 1.09% | +18,281+346.1% | Added |
| Commonwealth Equity Services, LLC | 23,638 | $40.3M | 0.07% | +8,287+54.0% | Added |
| California Public Employees Retirement System | 23,821 | $40.6M | 0.03% | +1,039+4.6% | Added |
| Victory Capital Management Inc | 24,872 | $42.4M | 0.04% | +22,692+1,040.9% | Added |
| Fred Alger Management, LLC | 25,381 | $43.3M | 0.21% | +25,381 | New |
| Toroso Investments, LLC | 26,492 | $45.2M | 0.77% | −67,788−71.9% | Reduced |
| Wells Fargo & Company | 28,807 | $49.1M | 0.01% | −4,394−13.2% | Reduced |
| Swiss National Bank | 29,200 | $49.8M | 0.03% | +5,300+22.2% | Added |
| Ameriprise Financial Inc | 29,690 | $50.6M | 0.01% | +20,211+213.2% | Added |
| Natixis | 30,195 | $51.5M | 0.29% | +22,549+294.9% | Added |