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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 909 | $1.55M | 0.07% | +905+22,625.0% | Added |
| Mackenzie Financial Corp | 904 | $1.54M | 0.00% | +208+29.9% | Added |
| Xponance, Inc. | 903 | $1.54M | 0.02% | +163+22.0% | Added |
| Ambassador Advisors, LLC | 900 | $1.53M | 0.28% | 00.0% | Unchanged |
| 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 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 869 | $1.48M | 0.02% | +273+45.8% | Added |
| Bellecapital International Ltd. | 840 | $1.43M | 0.32% | +840 | New |
| CWM, LLC | 829 | $1.41M | 0.01% | +433+109.3% | Added |
| Newbridge Financial Services Group, Inc. | 800 | $1.36M | 0.60% | +95+13.5% | Added |
| Metropolitan Life Insurance Co | 780 | $1.33M | 0.06% | +87+12.6% | Added |
| Chicago Partners Investment Group LLC | 991 | $1.33M | 0.06% | −122−11.0% | Reduced |
| Chesapeake Capital Corp | 766 | $1.31M | 0.97% | −264−25.6% | Reduced |
| Synergy Financial Management, LLC | 761 | $1.30M | 0.22% | +761 | New |
| Turim 21 Investimentos Ltda. | 759 | $1.29M | 0.33% | +426+127.9% | Added |
| Change Path, LLC | 747 | $1.27M | 0.05% | +747 | New |
| Pathstone Holdings, LLC | 725 | $1.24M | 0.01% | +229+46.2% | Added |
| 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 |
| Csenge Advisory Group | 713 | $1.21M | 0.07% | +713 | New |
| Brookstone Capital Management | 708 | $1.21M | 0.02% | +366+107.0% | Added |
| Wealthfront Advisers LLC | 707 | $1.21M | 0.00% | +707 | New |
| Rathbone Brothers plc | 697 | $1.19M | 0.01% | −404−36.7% | Reduced |
| Harvest Investment Services, LLC | 668 | $1.14M | 0.46% | +668 | New |
| Grey Street Capital, LLC | 667 | $1.14M | 0.15% | −183−21.5% | Reduced |
| Financial Advocates Investment Management | 662 | $1.13M | 0.07% | +132+24.9% | Added |
| Susquehanna International Securities, Ltd. | 661 | $1.13M | 0.45% | +661 | New |
| Buckingham Strategic Wealth, LLC | 652 | $1.11M | 0.01% | +652 | New |
| Teachers Retirement System of the State of Kentucky | 649 | $1.11M | 0.01% | +649 | New |
| Western Wealth Management, LLC | 627 | $1.07M | 0.08% | +179+40.0% | Added |
| Revisor Wealth Management LLC | 918 | $1.06M | 0.48% | +918 | New |
| Global Retirement Partners, LLC | 614 | $1.05M | 0.04% | +268+77.5% | Added |
| Warren Averett Asset Management, LLC | 610 | $1.04M | 0.02% | +610 | New |
| Cutler Group LP | 606 | $1.03M | 0.52% | −4,521−88.2% | Reduced |
| Wedbush Securities Inc | 599 | $1.02M | 0.04% | −24−3.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 589 | $1.00M | 0.03% | −1,411−70.6% | Reduced |
| Savant Capital, LLC | 584 | $995.5K | 0.01% | +51+9.6% | Added |
| JustInvest LLC | 579 | $986.9K | 0.02% | +81+16.3% | Added |
| SEI Investments Co | 575 | $980.1K | 0.00% | +153+36.3% | Added |
| Annex Advisory Services, LLC | 547 | $932.4K | 0.03% | −639−53.9% | Reduced |
| Paul Damon & Associates, Inc. | 542 | $923.9K | 0.64% | +20+3.8% | Added |
| Magnus Financial Group LLC | 542 | $923.9K | 0.11% | +542 | New |
| Evergreen Wealth Solutions, LLC | 540 | $920.5K | 0.68% | +540 | New |
| AdvisorNet Financial, Inc | 539 | $918.8K | 0.09% | +304+129.4% | Added |
| Tactive Advisors, LLC | 538 | $917.1K | 0.49% | +538 | New |
| Sterling Investment Advisors, Ltd. | 533 | $908.5K | 0.26% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 525 | $894.9K | 0.11% | +525 | New |
| Claro Advisors LLC | 515 | $877.0K | 0.15% | +515 | New |
| Virtu Financial LLC | 514 | $875.0K | 0.07% | −2,236−81.3% | Reduced |
| Independent Financial Group, LLC | 512 | $872.7K | 0.04% | −4,363−89.5% | Reduced |
| CAP Partners, LLC | 506 | $862.5K | 0.76% | +506 | New |
| Amalgamated Bank | 505 | $861.0K | 0.01% | −1,249−71.2% | Reduced |
| US Bancorp | 495 | $843.8K | 0.00% | −176−26.2% | Reduced |
| Main Street Financial Solutions, LLC | 494 | $842.1K | 0.09% | −557−53.0% | Reduced |
| D.A. Davidson & Co. | 494 | $842.1K | 0.01% | +494 | New |
| SeaCrest Wealth Management, LLC | 492 | $838.6K | 0.10% | +492 | New |
| VitalStone Financial, LLC | 491 | $837.0K | 0.64% | −85−14.8% | Reduced |
| Nisa Investment Advisors, LLC | 479 | $816.5K | 0.01% | −20−4.0% | Reduced |
| Jennison Associates LLC | 473 | $806.3K | 0.00% | +473 | New |
| Clarity Capital Partners LLC | 465 | $792.6K | 0.52% | +465 | New |
| Nwam LLC | 490 | $779.8K | 0.06% | −349−41.6% | Reduced |
| Rothschild Investment LLC | 451 | $768.8K | 0.06% | −849−65.3% | Reduced |
| Toronto Dominion Bank | 450 | $767.1K | 0.00% | +250+125.0% | Added |
| Wealth Management Partners, LLC | 448 | $763.6K | 0.39% | +448 | New |
| The PNC Financial Services Group, Inc. | 444 | $756.8K | 0.00% | +320+258.1% | Added |
| Verus Capital Partners, LLC | 436 | $743.2K | 0.08% | −269−38.2% | Reduced |
| Close Asset Management Ltd | 432 | $736.0K | 0.03% | +33+8.3% | Added |
| Visionary Wealth Advisors | 420 | $715.1K | 0.05% | −292−41.0% | Reduced |
| Silvercrest Asset Management Group LLC | 419 | $714.2K | 0.00% | −247−37.1% | Reduced |
| Great Lakes Advisors, LLC | 413 | $704.0K | 0.01% | +413 | New |
| Procyon Private Wealth Partners, LLC | 395 | $673.3K | 0.05% | −41−9.4% | Reduced |
| Crossmark Global Holdings, Inc. | 389 | $663.0K | 0.01% | +389 | New |
| State Board of Administration of Florida Retirement System | 2,266 | $662.4K | 0.00% | −3,110−57.8% | Reduced |
| Diversified Trust Co | 384 | $654.6K | 0.02% | +384 | New |
| Sigma Planning Corp | 377 | $642.6K | 0.02% | +377 | New |
| Truist Financial Corp | 368 | $627.3K | 0.00% | −1,871−83.6% | Reduced |
| Park Avenue Securities LLC | 368 | $627.0K | 0.01% | +368 | New |
| Bleakley Financial Group, LLC | 367 | $625.6K | 0.02% | −59−13.8% | Reduced |
| Simplicity Wealth,LLC | 367 | $625.6K | 0.01% | +367 | New |
| Calamos Advisors LLC | 364 | $620.5K | 0.00% | +364 | New |
| Captrust Financial Advisors | 364 | $620.0K | 0.00% | −1,544−80.9% | Reduced |
| Stonegate Investment Group, LLC | 360 | $613.6K | 0.02% | 00.0% | Unchanged |
| Lincoln National Corp | 358 | $610.2K | 0.01% | −253−41.4% | Reduced |
| Guggenheim Capital LLC | 353 | $601.7K | 0.00% | −111−23.9% | Reduced |
| Kovack Advisors, Inc. | 349 | $594.9K | 0.07% | +349 | New |
| Sunburst Financial Group, LLC | 363 | $594.1K | 0.17% | +363 | New |
| Duality Advisers, LP | 348 | $593.2K | 0.06% | −644−64.9% | Reduced |
| Dynamic Advisor Solutions LLC | 347 | $591.5K | 0.02% | +347 | New |
| Traynor Capital Management, Inc. | 347 | $590.9K | 0.06% | +347 | New |
| Means Investment Co., Inc. | 339 | $577.0K | 0.07% | +339 | New |
| X-Square Capital, LLC | 332 | $565.0K | 0.27% | +332 | New |
| Berkshire Bank | 330 | $562.5K | 0.14% | 00.0% | Unchanged |
| Profund Advisors LLC | 326 | $555.7K | 0.02% | +326 | New |
| First Foundation Advisors | 325 | $554.0K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 323 | $550.0K | 0.36% | +323 | New |
| United Capital Financial Advisers, LLC | 322 | $548.9K | 0.00% | +322 | New |
| Harvest Fund Management Co., Ltd | 320 | $545.0K | 0.05% | +267+503.8% | Added |
| KBC Group NV | 313 | $534.0K | 0.00% | +76+32.1% | Added |
| Tobam | 310 | $528.0K | 0.05% | −767−71.2% | Reduced |