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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
Cape Investment Advisory, Inc.6$10.2K0.00%00.0%Unchanged
Gradient Investments LLC6$10.2K0.00%+5+500.0%Added
Gordian Capital Singapore Pte Ltd6$10.2K0.01%+6New
Harel Insurance Investments & Financial Services Ltd.6$10.0K0.00%−11−64.7%Reduced
Ronald Blue Trust, Inc.5$8.52K0.00%−2−28.6%Reduced
U S Global Investors Inc5$8.52K0.00%+5New
Meeder Asset Management Inc5$8.52K0.00%+5New
Credit Agricole S A7$8.46K0.00%−163−95.9%Reduced
Arlington Trust Co LLC4$6.82K0.00%00.0%Unchanged
Castleview Partners, LLC4$6.82K0.00%+4New
Armstrong Advisory Group, Inc10$6.32K0.00%00.0%Unchanged
Mather Group, LLC.10$6.32K0.00%+10New
Raffa Wealth Management, LLC3$5.11K0.00%00.0%Unchanged
Versant Capital Management, Inc3$5.11K0.00%00.0%Unchanged
Huntington National Bank3$5.11K0.00%+3New
CSS LLC3$5.11K0.00%+3New
Vima LLC14$4.09K0.00%00.0%Unchanged
Avion Wealth2$4.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc2$3.41K0.00%+1+100.0%Added
REAP Financial Group, LLC2$3.41K0.00%00.0%Unchanged
Bessemer Group Inc2$3.00K0.00%00.0%Unchanged
Lazard Asset Management LLC2$3.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc1$2.00K0.00%+1New
PEAK6 Investments LLC1$1.76K0.00%−4,328−100.0%Reduced
Private Wealth Management Group, LLC1$1.71K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.1$1.71K0.00%+1New
Quest Partners LLC1$1.71K0.00%+1New
Quarry LP1$1.71K0.00%+1New
Annis Gardner Whiting Capital Advisors, LLC1$1.71K0.00%+1New
Mercer Global Advisors Inc1,312––+409+45.3%Added
Johnson Financial Group, LLC0$00.00%−15,000−100.0%Sold out
GAM Holding AG0$00.00%−14,494−100.0%Sold out
Simplex Trading, LLC0$00.00%−6,632−100.0%Sold out
Twin Tree Management, LP0$00.00%−5,474−100.0%Sold out
Baader Bank INC0$00.00%−3,688−100.0%Sold out
Belvedere Trading LLC0$00.00%−3,348−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−3,150−100.0%Sold out
AE Wealth Management LLC0$00.00%−3,874−100.0%Sold out
RIA Advisory Group LLC0$00.00%−4,937−100.0%Sold out
Nkcfo LLC0$00.00%−2,650−100.0%Sold out
Cetera Advisors LLC0$00.00%−1,978−100.0%Sold out
HRT Financial LP0$00.00%−1,793−100.0%Sold out
Advisor Resource Council0$00.00%−1,588−100.0%Sold out
MRP Capital Investments, LLC0$00.00%−1,440−100.0%Sold out
Glaxis Capital Management, LLC0$00.00%−1,200−100.0%Sold out
BOCHK Asset Management Ltd0$00.00%−1,150−100.0%Sold out
King Wealth0$00.00%−1,104−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−1,084−100.0%Sold out
Diametric Capital, LP0$00.00%−962−100.0%Sold out
Proficio Capital Partners LLC0$00.00%−950−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−904−100.0%Sold out
Ingalls & Snyder LLC0$00.00%−870−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−727−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−683−100.0%Sold out
Florida Financial Advisors, LLC0$00.00%−651−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−608−100.0%Sold out
Trevian Wealth Management LLC0$00.00%−500−100.0%Sold out
Sassicaia Capital Advisers LLC0$00.00%−500−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−490−100.0%Sold out
Lake Street Advisors Group, LLC0$00.00%−473−100.0%Sold out
Summit Wealth Partners, LLC0$00.00%−453−100.0%Sold out
Hartline Investment Corp0$00.00%−414−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−400−100.0%Sold out
Avidian Wealth Solutions, LLC0$00.00%−374−100.0%Sold out
BIT Capital GmbH0$00.00%−364−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−320−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−312−100.0%Sold out
Advisory Services Network, LLC0$00.00%−279−100.0%Sold out
Glassman Wealth Services0$00.00%−181−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−106−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−75−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−50−100.0%Sold out
Advisors Preferred, LLC0$00.00%−35−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−36−100.0%Sold out
Ancora Advisors, LLC0$00.00%−31−100.0%Sold out
Stonehage Fleming Financial Services Holdings Ltd0$00.00%−16−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−19−100.0%Sold out
Tradewinds Capital Management, LLC0$00.00%−5−100.0%Sold out
Institutional & Family Asset Management, LLC0$00.00%−5−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−4−100.0%Sold out
LM Advisors LLC0$00.00%−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