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 |
|---|---|---|---|---|---|
| Comerica Bank | 4,999 | $8.52M | 0.04% | −5,812−53.8% | Reduced |
| Creative Planning | 4,938 | $8.42M | 0.01% | +541+12.3% | Added |
| Longitude (Cayman) Ltd. | 4,800 | $8.18M | 11.91% | −1,300−21.3% | Reduced |
| Federated Hermes, Inc. | 4,690 | $7.99M | 0.02% | +4,690 | New |
| Dakota Wealth Management | 4,500 | $7.67M | 0.19% | +4,500 | New |
| Ensign Peak Advisors, Inc | 4,436 | $7.56M | 0.01% | +346+8.5% | Added |
| Wolverine Trading, LLC | 4,401 | $7.50M | 0.08% | +4,401 | New |
| Kingswood Wealth Advisors, LLC | 4,333 | $7.39M | 0.85% | +2,321+115.4% | Added |
| Capital Wealth Alliance, LLC | 4,278 | $7.29M | 4.31% | +8+0.2% | Added |
| Madden Securities Corp | 4,268 | $7.28M | 3.36% | +4,268 | New |
| Arizona State Retirement System | 4,066 | $6.93M | 0.05% | +677+20.0% | Added |
| HighTower Advisors, LLC | 3,998 | $6.81M | 0.01% | −3,533−46.9% | Reduced |
| Acorn Financial Advisory Services Inc | 3,992 | $6.80M | 1.29% | −190−4.5% | 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 |
| Private Advisor Group, LLC | 3,439 | $5.86M | 0.04% | −726−17.4% | Reduced |
| Russell Investments Group, Ltd. | 3,404 | $5.80M | 0.01% | +2,712+391.9% | Added |
| Marshall Wace, LLP | 3,271 | $5.58M | 0.01% | −16,537−83.5% | Reduced |
| Avantax Advisory Services, Inc. | 3,247 | $5.53M | 0.05% | −833−20.4% | Reduced |
| Mariner, LLC | 3,222 | $5.49M | 0.01% | +1,113+52.8% | Added |
| Janney Montgomery Scott LLC | 3,219 | $5.49M | 0.02% | +464+16.8% | Added |
| ProShare Advisors LLC | 3,137 | $5.35M | 0.01% | +746+31.2% | Added |
| Fifth Third Bancorp | 3,118 | $5.31M | 0.02% | −1,980−38.8% | Reduced |
| Mutual of America Capital Management LLC | 3,091 | $5.27M | 0.06% | −164−5.0% | Reduced |
| Amundi | 4,244 | $5.13M | 0.00% | −608−12.5% | Reduced |
| BIP Wealth, LLC | 3,006 | $5.12M | 0.37% | +506+20.2% | Added |
| Leonteq Securities AG | 2,941 | $5.01M | 0.68% | +385+15.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,939 | $5.01M | 0.02% | +457+18.4% | Added |
| AQR Capital Management LLC | 2,823 | $4.81M | 0.01% | −501−15.1% | Reduced |
| Prudential Financial Inc | 2,799 | $4.77M | 0.01% | +1,881+204.9% | Added |
| EagleClaw Capital Managment, LLC | 2,744 | $4.68M | 0.85% | +39+1.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,580 | $4.40M | 0.01% | −19−0.7% | Reduced |
| Cardiff Park Advisors, LLC | 2,560 | $4.36M | 0.42% | +25+1.0% | Added |
| CI Private Wealth, LLC | 2,515 | $4.29M | 0.01% | −3,188−55.9% | Reduced |
| CIBC Private Wealth Group, LLC | 2,525 | $4.13M | 0.01% | −111−4.2% | Reduced |
| Macquarie Group Ltd | 3,616 | $4.10M | 0.00% | +3,616 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,400 | $4.09M | 0.00% | +2,400 | New |
| Handelsbanken Fonder AB | 2,386 | $4.07M | 0.02% | +200+9.1% | Added |
| Vontobel Holding Ltd. | 2,326 | $3.96M | 0.03% | +1,301+126.9% | Added |
| Rakuten Securities, Inc. | 2,297 | $3.92M | 1.71% | +2,092+1,020.5% | Added |
| LCM Capital Management Inc | 2,263 | $3.86M | 2.49% | +2+0.1% | Added |
| Heritage Investors Management Corp | 2,243 | $3.82M | 0.13% | −943−29.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 2,154 | $3.67M | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,077 | $3.54M | 0.16% | −797−27.7% | Reduced |
| Independent Advisor Alliance | 2,065 | $3.52M | 0.13% | +106+5.4% | Added |
| Envestnet Asset Management Inc | 2,012 | $3.43M | 0.00% | +1,565+350.1% | Added |
| ClariVest Asset Management LLC | 1,969 | $3.36M | 0.35% | +1,969 | New |
| Danske Bank A/S | 1,947 | $3.32M | 0.01% | +1,947 | New |
| TCG Advisory Services, LLC | 1,920 | $3.27M | 0.18% | +1,920 | New |
| Pictet Asset Management Holding SA | 1,906 | $3.26M | 0.00% | +526+38.1% | Added |
| National Bank of Canada | 2,750 | $3.24M | 0.01% | −1,141−29.3% | Reduced |
| Bluefin Capital Management, LLC | 1,901 | $3.24M | 0.52% | +1,901 | New |
| Teacher Retirement System of Texas | 1,849 | $3.15M | 0.02% | +438+31.0% | Added |
| SRN Advisors, LLC | 1,828 | $3.12M | 2.43% | −3,485−65.6% | Reduced |
| Cantor Fitzgerald, L. P. | 1,770 | $3.02M | 0.72% | +1,770 | New |
| American Century Companies Inc | 1,737 | $2.96M | 0.00% | +689+65.7% | Added |
| CIBC World Markets Inc. | 1,714 | $2.92M | 0.01% | −3,998−70.0% | Reduced |
| Spire Wealth Management | 1,708 | $2.91M | 0.08% | −1,129−39.8% | Reduced |
| Nations Financial Group Inc, | 1,679 | $2.86M | 0.24% | +1,679 | New |
| Brevan Howard Capital Management LP | 1,660 | $2.83M | 0.26% | +1,660 | New |
| FORA Capital, LLC | 1,648 | $2.81M | 0.23% | −13,394−89.0% | Reduced |
| Public Employees Retirement Association of Colorado | 1,590 | $2.71M | 0.01% | +424+36.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,587 | $2.71M | 0.03% | +776+95.7% | Added |
| RFG Advisory, LLC | 1,537 | $2.62M | 0.09% | −1,766−53.5% | Reduced |
| Pinnacle Associates Ltd | 1,511 | $2.58M | 0.04% | −1,396−48.0% | Reduced |
| STRS Ohio | 1,500 | $2.56M | 0.01% | −100−6.3% | Reduced |
| One Capital Management, LLC | 1,487 | $2.53M | 0.09% | +467+45.8% | Added |
| Ameritas Investment Partners, Inc. | 1,482 | $2.53M | 0.09% | +245+19.8% | Added |
| Apollon Wealth Management, LLC | 1,415 | $2.41M | 0.08% | +22+1.6% | Added |
| Great West Life Assurance Co | 1,374 | $2.34M | 0.00% | +225+19.6% | Added |
| Arlington Capital Management, Inc. | 1,348 | $2.30M | 1.91% | −1,006−42.7% | Reduced |
| Equitable Holdings, Inc. | 1,327 | $2.26M | 0.03% | −235−15.0% | Reduced |
| 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 |
| B & T Capital Management DBA Alpha Capital Management | 1,314 | $2.24M | 0.44% | +833+173.2% | Added |
| Nomura Holdings Inc | 1,314 | $2.24M | 0.02% | −28,348−95.6% | Reduced |
| Paradigm Financial Partners, LLC | 1,250 | $2.13M | 0.46% | +600+92.3% | Added |
| Stratos Wealth Partners, LTD. | 1,207 | $2.06M | 0.03% | +242+25.1% | Added |
| Blair William & Co | 1,201 | $2.05M | 0.01% | −178−12.9% | Reduced |
| Boulder Hill Capital Management LP | 1,200 | $2.05M | 0.84% | +1,200 | New |
| GSG Advisors LLC | 1,250 | $2.01M | 0.74% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,146 | $1.95M | 0.02% | +455+65.8% | Added |
| Symmetry Investments LP | 1,128 | $1.92M | 0.20% | +1,128 | New |
| Fiduciary Alliance LLC | 1,134 | $1.86M | 0.33% | +301+36.1% | Added |
| Coastal Investment Advisors, Inc. | 1,085 | $1.85M | 0.38% | −4,273−79.7% | Reduced |
| Fiduciary Trust Co | 1,060 | $1.81M | 0.03% | +165+18.4% | Added |
| Perigon Wealth Management, LLC | 1,053 | $1.79M | 0.05% | +65+6.6% | Added |
| Ameritas Advisory Services, LLC | 1,489 | $1.79M | 0.07% | +1,489 | New |
| Balyasny Asset Management LLC | 1,038 | $1.77M | 0.00% | −27,372−96.3% | Reduced |
| MTM Investment Management, LLC | 1,011 | $1.72M | 0.71% | −16−1.6% | Reduced |
| Two Sigma Investments, LP | 1,005 | $1.71M | 0.00% | −74,601−98.7% | Reduced |
| Hudson Bay Capital Management LP | 1,000 | $1.70M | 0.01% | +1,000 | New |
| Stratos Wealth Advisors, LLC | 999 | $1.70M | 0.10% | +106+11.9% | Added |
| Campion Asset Management LLC | 994 | $1.69M | 1.31% | 00.0% | Unchanged |
| Millennium Management LLC | 984 | $1.68M | 0.00% | −10,926−91.7% | Reduced |
| Beacon Pointe Advisors, LLC | 978 | $1.67M | 0.02% | +378+63.0% | Added |
| Hilltop Holdings Inc. | 965 | $1.64M | 0.18% | +465+93.0% | Added |
| IHT Wealth Management, LLC | 949 | $1.62M | 0.06% | +133+16.3% | Added |
| Senator Investment Group LP | 930 | $1.59M | 0.07% | +930 | New |
| Atria Wealth Solutions, Inc. | 928 | $1.58M | 0.02% | −49−5.0% | Reduced |