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 |
|---|---|---|---|---|---|
| Barclays PLC | 35,581 | $60.6M | 0.03% | +15,101+73.7% | Added |
| Westfield Capital Management Co LP | 35,723 | $60.9M | 0.32% | +35,723 | New |
| Citigroup Inc | 36,088 | $61.5M | 0.07% | +946+2.7% | Added |
| Shaolin Capital Management LLC | 38,185 | $65.1M | 2.33% | −58,565−60.5% | Reduced |
| Bank of America Corp | 39,551 | $67.4M | 0.01% | +13,693+53.0% | Added |
| Nuveen Asset Management, LLC | 43,307 | $73.8M | 0.02% | +9,673+28.8% | Added |
| LPL Financial LLC | 44,387 | $75.7M | 0.04% | +3,485+8.5% | Added |
| UBS Group AG | 44,636 | $76.1M | 0.03% | +3,991+9.8% | Added |
| Marex Group plc | 55,094 | $93.9M | 3.05% | +55,094 | New |
| Bank of New York Mellon Corp | 58,644 | $100.0M | 0.02% | +4,369+8.0% | Added |
| JPMorgan Chase & Co | 59,539 | $101.5M | 0.01% | −16,558−21.8% | Reduced |
| Citadel Advisors LLC | 68,806 | $117.3M | 0.11% | +68,806 | New |
| Capital World Investors | 70,636 | $120.4M | 0.02% | +536+0.8% | Added |
| Invesco Ltd. | 72,263 | $123.2M | 0.03% | −43,806−37.7% | Reduced |
| Goldman Sachs Group Inc | 77,860 | $132.7M | 0.03% | +9,501+13.9% | Added |
| Price T Rowe Associates Inc | 88,762 | $151.3M | 0.02% | +10,835+13.9% | Added |
| IMC-Chicago, LLC | 100,271 | $170.9M | 5.95% | +100,271 | New |
| Charles Schwab Investment Management Inc | 124,105 | $211.5M | 0.05% | +24,156+24.2% | Added |
| Northern Trust Corp | 140,007 | $238.7M | 0.04% | +20,242+16.9% | Added |
| Norges Bank | 145,517 | $248.0M | 0.04% | +33,124+29.5% | Added |
| Jane Street Group, LLC | 225,624 | $384.6M | 0.50% | +168,783+296.9% | Added |
| Susquehanna International Group, LLP | 244,863 | $417.4M | 0.62% | −42,317−14.7% | Reduced |
| FMR LLC | 299,664 | $510.8M | 0.03% | −259,250−46.4% | Reduced |
| Geode Capital Management, LLC | 333,107 | $567.9M | 0.05% | +61,796+22.8% | Added |
| State Street Corp | 334,627 | $570.4M | 0.03% | +62,322+22.9% | Added |
| Morgan Stanley | 964,359 | $1.64B | 0.13% | +361,918+60.1% | Added |
| BlackRock Inc. | 1,241,897 | $2.12B | 0.05% | +218,479+21.3% | Added |
| Vanguard Group Inc | 1,553,048 | $2.65B | 0.05% | +401,071+34.8% | Added |
| Capital International Investors | 1,791,564 | $3.05B | 0.62% | +232,667+14.9% | Added |
| Mercer Global Advisors Inc | 1,312 | – | – | +409+45.3% | Added |
| Johnson Financial Group, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −14,494−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,632−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −5,474−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −3,348−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,874−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −4,937−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −2,650−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −1,978−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,793−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −1,588−100.0% | Sold out |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| King Wealth | 0 | $0 | 0.00% | −1,104−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −962−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −683−100.0% | Sold out |
| Florida Financial Advisors, LLC | 0 | $0 | 0.00% | −651−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| Trevian Wealth Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Summit Wealth Partners, LLC | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | – | – | – | – | Not filed |
| AtonRa Partners | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Provence Wealth Management Group | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |