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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.

Other share classesSTRCSTRDSTRFSTRK

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.

Institutional holdersQ1 2024: 530 institutions
Q1 2021: 287 institutionsQ2 2021: 270 institutionsQ3 2021: 287 institutionsQ4 2021: 290 institutionsQ1 2022: 268 institutionsQ2 2022: 238 institutionsQ3 2022: 231 institutionsQ4 2022: 212 institutionsQ1 2023: 252 institutionsQ2 2023: 271 institutionsQ3 2023: 295 institutionsQ4 2023: 370 institutionsQ1 2024: 530 institutionsQ2 2024: 592 institutionsQ3 2024: 662 institutionsQ4 2024: 993 institutionsQ1 2025: 1,013 institutionsQ2 2025: 1,161 institutionsQ3 2025: 1,087 institutionsQ4 2025: 982 institutionsQ1 2026: 946 institutionsQ2 2026: 852 institutions
Value heldQ1 2024: $16.4B
Q1 2021: $3.86BQ2 2021: $4.24BQ3 2021: $3.30BQ4 2021: $3.26BQ1 2022: $3.00BQ2 2022: $1.05BQ3 2022: $1.25BQ4 2022: $812.8MQ1 2023: $1.92BQ2 2023: $2.39BQ3 2023: $2.29BQ4 2023: $5.14BQ1 2024: $16.4BQ2 2024: $12.5BQ3 2024: $16.0BQ4 2024: $31.1BQ1 2025: $36.2BQ2 2025: $55.5BQ3 2025: $45.1BQ4 2025: $26.6BQ1 2026: $24.7BQ2 2026: $18.2B
Institutions holding MSTR and their total value by quarter
QuarterHoldersValue
Q2 2026852$18.2B
Q1 2026946$24.7B
Q4 2025982$26.6B
Q3 20251,087$45.1B
Q2 20251,161$55.5B
Q1 20251,013$36.2B
Q4 2024993$31.1B
Q3 2024662$16.0B
Q2 2024592$12.5B
Q1 2024530$16.4B
Q4 2023370$5.14B
Q3 2023295$2.29B
Q2 2023271$2.39B
Q1 2023252$1.92B
Q4 2022212$812.8M
Q3 2022231$1.25B
Q2 2022238$1.05B
Q1 2022268$3.00B
Q4 2021290$3.26B
Q3 2021287$3.30B
Q2 2021270$4.24B
Q1 2021287$3.86B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q4 2023.

Institutions holding MSTR in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Ausdal Financial Partners, Inc.146$248.9K0.03%+146New
Keybank National Association142$242.0K0.00%+142New
Thrivent Financial for Lutherans141$240.0K0.00%−559−79.9%Reduced
D. E. Shaw & Co., Inc.140$238.6K0.00%+140New
Miracle Mile Advisors, LLC134$228.4K0.01%+134New
Perennial Investment Advisors, LLC131$223.3K0.03%+131New
Avantax Planning Partners, Inc.131$223.3K0.01%+131New
Old Mission Capital LLC131$223.3K0.01%+131New
Carnegie Capital Asset Management, LLC130$221.6K0.01%+130New
Curran Financial Partners, LLC129$219.9K0.08%+129New
Commerce Bank128$218.2K0.00%+128New
Colony Group, LLC127$216.0K0.00%+127New
Caitlin John, LLC126$214.8K0.16%+18+16.7%Added
Greenleaf Trust126$214.8K0.00%+126New
Prime Capital Investment Advisors, LLC126$214.8K0.00%+126New
Institute for Wealth Management, LLC.125$213.6K0.03%+125New
Crosspoint Financial, LLC125$213.1K1.82%+125New
Central Trust Co124$211.4K0.01%−3−2.4%Reduced
Panoramic Investment Advisors, LLC124$211.4K0.16%+124New
Merit Financial Group, LLC172$210.4K0.01%+172New
Oder Investment Management, LLC123$209.7K0.20%+123New
Centaurus Financial, Inc.122$208.0K0.01%+122New
Beaird Harris Wealth Management, LLC121$206.3K0.02%−51−29.7%Reduced
Altus Wealth Group LLC121$206.3K0.10%+121New
Abundance Wealth Counselors120$205.0K0.05%+120New
Wealth Alliance Advisory Group, LLC120$204.5K0.05%+120New
Robertson Stephens Wealth Management, LLC120$204.5K0.01%+120New
TD Waterhouse Canada Inc.129$203.7K0.00%+29+29.0%Added
Phoenix Holdings Ltd.120$203.6K0.00%+120New
HighPoint Advisor Group LLC163$203.0K0.01%+23+16.4%Added
Wealthspire Advisors, LLC119$202.8K0.00%+119New
Willis Johnson & Associates, Inc.118$201.1K0.02%+118New
GPS Wealth Strategies Group, LLC113$192.6K0.03%−1−0.9%Reduced
HHM Wealth Advisors, LLC102$173.9K0.03%+100+5,000.0%Added
Parallel Advisors, LLC97$165.3K0.00%−35−26.5%Reduced
Coston, McIsaac & Partners88$150.0K0.05%−332−79.0%Reduced
NBC Securities, Inc.82$139.0K0.01%−43−34.4%Reduced
Hoey Investments, Inc80$136.4K0.03%00.0%Unchanged
Northwestern Mutual Wealth Management Co75$127.8K0.00%+45+150.0%Added
Stelac Advisory Services LLC74$126.1K0.06%+74New
Banque Cantonale Vaudoise72$123.0K0.00%+72New
JTC Employer Solutions Trusteee Ltd60$115.0K0.01%+60New
Migdal Insurance & Financial Holdings Ltd.63$107.0K0.00%+23+57.5%Added
Franchise Capital Ltd58$98.9K0.02%+58New
Continuum Advisory, LLC77$97.3K0.01%+77New
Capital Advisors, Ltd. LLC54$92.0K0.01%00.0%Unchanged
CoreCap Advisors, LLC52$88.6K0.00%+52New
EverSource Wealth Advisors, LLC81$86.3K0.01%+4+5.2%Added
FinTrust Capital Advisors, LLC50$85.2K0.02%+50New
Vestor Capital, LLC49$84.0K0.01%+49New
Principal Securities, Inc.47$80.1K0.00%−2−4.1%Reduced
Larson Financial Group LLC47$80.1K0.01%00.0%Unchanged
Caption Management, LLC46$78.4K0.01%+46New
Signaturefd, LLC44$75.0K0.00%−19−30.2%Reduced
Webster Bank, N. A.40$68.2K0.01%+40New
Baldwin Brothers Inc38$64.8K0.00%+36+1,800.0%Added
Avondale Wealth Management36$61.4K0.04%+36New
WR Wealth Planners, LLC35$59.7K0.02%+35New
HighMark Wealth Management LLC34$58.0K0.04%00.0%Unchanged
Allspring Global Investments Holdings, LLC34$58.0K0.00%+34New
Salem Investment Counselors Inc32$54.5K0.00%+32New
FSA Wealth Management LLC31$52.8K0.02%+2+6.9%Added
North Star Investment Management Corp.30$51.1K0.00%00.0%Unchanged
Central Bank & Trust Co30$51.1K0.01%00.0%Unchanged
Lindbrook Capital, LLC28$47.7K0.00%−8−22.2%Reduced
Private Trust Co NA26$44.3K0.00%−93−78.2%Reduced
TFC Financial Management25$42.6K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC25$42.6K0.01%+25New
Clearstead Advisors, LLC32$39.9K0.00%+32New
TSFG, LLC23$39.0K0.01%00.0%Unchanged
GAMMA Investing LLC22$37.5K0.01%+5+29.4%Added
Covestor Ltd21$36.0K0.02%00.0%Unchanged
Rosenberg Matthew Hamilton21$34.4K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc20$34.1K0.01%+20New
Fairman Group, LLC20$34.1K0.03%00.0%Unchanged
Rise Advisors, LLC20$34.1K0.02%+14+233.3%Added
Glen Eagle Advisors, LLC19$32.4K0.01%00.0%Unchanged
St Germain D J Co Inc17$29.0K0.00%+17New
Harbor Investment Advisory, LLC15$25.6K0.00%−85−85.0%Reduced
Umb Bank N A15$25.6K0.00%00.0%Unchanged
First Manhattan Co15$25.6K0.00%+15New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.14$23.9K0.00%00.0%Unchanged
Abound Wealth Management13$22.2K0.01%+13New
DT Investment Partners, LLC13$22.2K0.00%+13New
FSC Wealth Advisors, LLC13$22.2K0.02%00.0%Unchanged
Virtus Fund Advisers, LLC12$20.5K0.07%+12New
CVA Family Office, LLC11$18.8K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$17.0K0.01%−15,460−99.9%Reduced
Hollencrest Capital Management10$17.0K0.00%−5−33.3%Reduced
AllSquare Wealth Management LLC10$17.0K0.01%00.0%Unchanged
Farther Finance Advisors, LLC10$16.4K0.00%+1+11.1%Added
Allworth Financial LP9$15.3K0.00%+1+12.5%Added
Oliver Lagore Vanvalin Investment Group9$15.3K0.00%−7−43.8%Reduced
Fortitude Family Office, LLC9$15.3K0.01%00.0%Unchanged
Concord Wealth Partners8$14.3K0.00%+8New
CarsonAllaria Wealth Management, Ltd.8$13.6K0.01%+6+300.0%Added
Colonial Trust Advisors8$13.6K0.00%+8New
Semmax Financial Advisors Inc.10$12.5K0.00%00.0%Unchanged
Quantbot Technologies LP7$11.9K0.00%+7New
Creative Financial Designs Inc6$10.2K0.00%00.0%Unchanged