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, Q2 2024
Institutional positions in Strategy Inc as of Jun 30, 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
- 592
- +68 vs. Q1 2024
- Shares held
- 9.05M
- −576.5K (−6.0%) vs. Q1 2024
- Total value
- $12.5B
- −$3.93B (−24.0%) vs. Q1 2024
- New holders
- 136
- 223 more added
- Sold out
- 68
- 149 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 1,725,525 | $2.38B | 0.49% | −66,039−3.7% | Reduced |
| Vanguard Group Inc | 1,550,152 | $2.14B | 0.04% | −2,896−0.2% | Reduced |
| BlackRock Inc. | 881,077 | $1.21B | 0.03% | −360,820−29.1% | Reduced |
| Morgan Stanley | 782,111 | $1.08B | 0.08% | −182,248−18.9% | Reduced |
| Susquehanna International Group, LLP | 378,136 | $520.9M | 0.91% | +133,273+54.4% | Added |
| State Street Corp | 310,493 | $427.7M | 0.02% | −24,134−7.2% | Reduced |
| Jane Street Group, LLC | 301,676 | $415.6M | 0.45% | +76,052+33.7% | Added |
| Geode Capital Management, LLC | 253,638 | $348.7M | 0.03% | −79,469−23.9% | Reduced |
| Norges Bank | 157,890 | $217.5M | 0.03% | +12,373+8.5% | Added |
| Northern Trust Corp | 141,500 | $194.9M | 0.03% | +1,493+1.1% | Added |
| Goldman Sachs Group Inc | 136,790 | $188.4M | 0.04% | +58,930+75.7% | Added |
| Citadel Advisors LLC | 119,932 | $165.2M | 0.16% | +51,126+74.3% | Added |
| Wolverine Trading, LLC | 105,345 | $145.1M | 2.38% | +100,944+2,293.7% | Added |
| Charles Schwab Investment Management Inc | 96,633 | $133.1M | 0.03% | −27,472−22.1% | Reduced |
| Millennium Management LLC | 87,944 | $121.1M | 0.10% | +86,960+8,837.4% | Added |
| IMC-Chicago, LLC | 77,044 | $106.1M | 3.40% | −23,227−23.2% | Reduced |
| Capital World Investors | 71,020 | $97.8M | 0.02% | +384+0.5% | Added |
| UBS Asset Management Americas Inc | 59,713 | $82.3M | 0.02% | +42,838+253.9% | Added |
| JPMorgan Chase & Co | 58,712 | $80.9M | 0.01% | −827−1.4% | Reduced |
| Bank of New York Mellon Corp | 56,257 | $77.5M | 0.01% | −2,387−4.1% | Reduced |
| LPL Financial LLC | 49,559 | $68.3M | 0.03% | +5,172+11.7% | Added |
| Swiss National Bank | 46,600 | $64.2M | 0.04% | +17,400+59.6% | Added |
| Graham Capital Management, L.P. | 41,805 | $57.6M | 1.99% | +22,962+121.9% | Added |
| Invesco Ltd. | 41,468 | $57.1M | 0.01% | −30,795−42.6% | Reduced |
| HRT Financial LP | 41,143 | $56.7M | 0.32% | +41,143 | New |
| UBS Group AG | 38,363 | $52.8M | 0.02% | −6,273−14.1% | Reduced |
| Citigroup Inc | 36,614 | $50.4M | 0.05% | +526+1.5% | Added |
| FMR LLC | 35,064 | $48.3M | 0.00% | −264,600−88.3% | Reduced |
| Legal & General Group Plc | 32,527 | $44.8M | 0.01% | +16,803+106.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 29,157 | $40.2M | 0.03% | +29,157 | New |
| Nuveen Asset Management, LLC | 29,154 | $40.2M | 0.01% | −14,153−32.7% | Reduced |
| Price T Rowe Associates Inc | 28,418 | $39.1M | 0.00% | −60,344−68.0% | Reduced |
| Bank of America Corp | 28,143 | $38.8M | 0.00% | −11,408−28.8% | Reduced |
| Toroso Investments, LLC | 28,001 | $38.6M | 0.53% | +1,509+5.7% | Added |
| California Public Employees Retirement System | 27,643 | $38.1M | 0.03% | +3,822+16.0% | Added |
| Group One Trading, L.P. | 26,517 | $36.5M | 1.15% | +26,517 | New |
| Natixis | 26,494 | $36.5M | 0.23% | −3,701−12.3% | Reduced |
| California State Teachers Retirement System | 25,346 | $34.9M | 0.04% | +10,505+70.8% | Added |
| Deutsche Bank AG | 24,819 | $34.2M | 0.02% | +12,045+94.3% | Added |
| National Pension Service | 24,500 | $33.7M | 0.04% | +24,500 | New |
| Commonwealth Equity Services, LLC | 24,321 | $33.5M | 0.05% | +683+2.9% | Added |
| Wells Fargo & Company | 23,611 | $32.5M | 0.01% | −5,196−18.0% | Reduced |
| Alpine Global Management, LLC | 19,228 | $26.5M | 4.61% | +19,228 | New |
| Advisor Group Holdings, Inc. | 19,176 | $26.4M | 0.06% | −3,755−16.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 18,836 | $25.9M | 0.45% | −132−0.7% | Reduced |
| Rhumbline Advisers | 18,560 | $25.6M | 0.02% | −3,772−16.9% | Reduced |
| Cantor Fitzgerald, L. P. | 17,234 | $23.7M | 4.77% | +15,464+873.7% | Added |
| Stifel Financial Corp | 15,808 | $21.8M | 0.02% | +2,786+21.4% | Added |
| Centiva Capital, LP | 15,756 | $21.7M | 1.05% | +15,756 | New |
| Barclays PLC | 15,731 | $21.7M | 0.01% | −19,850−55.8% | Reduced |
| Strong Tower Advisory Services | 14,740 | $20.3M | 6.66% | +525+3.7% | Added |
| State Board of Administration of Florida Retirement System | 14,624 | $20.1M | 0.04% | +12,358+545.4% | Added |
| Capital Research Global Investors | 14,547 | $20.0M | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 13,717 | $18.9M | 0.07% | +8,471+161.5% | Added |
| Van Eck Associates Corp | 13,262 | $18.3M | 0.03% | −5,141−27.9% | Reduced |
| SG Americas Securities, LLC | 13,218 | $18.2M | 0.11% | −10,147−43.4% | Reduced |
| EULAV Asset Management | 12,900 | $17.8M | 0.48% | +4,700+57.3% | Added |
| Foundations Investment Advisors, LLC | 11,916 | $16.4M | 0.40% | +475+4.2% | Added |
| Compass Ion Advisors, LLC | 9,152 | $15.6M | 2.23% | 00.0% | Unchanged |
| First Trust Advisors LP | 10,690 | $14.7M | 0.02% | −3,899−26.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,665 | $14.7M | 0.05% | +369+3.6% | Added |
| Exchange Traded Concepts, LLC | 10,147 | $14.0M | 0.36% | −4,763−31.9% | Reduced |
| CTC LLC | 9,683 | $13.3M | 1.00% | −10,994−53.2% | Reduced |
| Shariaportfolio, Inc. | 9,570 | $13.2M | 7.11% | +1,957+25.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,569 | $13.2M | 0.02% | +9,555+68,250.0% | Added |
| HSBC Holdings PLC | 9,437 | $13.1M | 0.01% | +1,694+21.9% | Added |
| New York State Common Retirement Fund | 9,353 | $12.9M | 0.02% | +3,136+50.4% | Added |
| Royal Bank of Canada | 8,843 | $12.2M | 0.00% | +1,598+22.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,578 | $11.8M | 0.65% | +8,578 | New |
| State of Wisconsin Investment Board | 8,348 | $11.5M | 0.03% | −2,764−24.9% | Reduced |
| Amundi | 8,676 | $11.3M | 0.00% | +4,432+104.4% | Added |
| Neuberger Berman Group LLC | 8,130 | $11.2M | 0.01% | −828−9.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,692 | $10.6M | 0.03% | +7,692 | New |
| Kapstone Financial Advisors LLC | 7,130 | $9.82M | 6.44% | +156+2.2% | Added |
| Alliancebernstein L.P. | 7,104 | $9.79M | 0.00% | −12,384−63.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 7,088 | $9.76M | 0.02% | +7,088 | New |
| Treasurer of the State of North Carolina | 7,010 | $9.66M | 0.04% | +6,820+3,589.5% | Added |
| Aquatic Capital Management LLC | 6,800 | $9.37M | 0.35% | +6,800 | New |
| Creative Planning | 6,640 | $9.15M | 0.01% | +1,702+34.5% | Added |
| Raymond James & Associates | 6,636 | $9.14M | 0.01% | +45+0.7% | Added |
| Belvedere Trading LLC | 6,486 | $8.93M | 0.47% | +6,486 | New |
| Bank of Montreal | 5,940 | $8.90M | 0.00% | −7,642−56.3% | Reduced |
| Cetera Investment Advisers | 6,256 | $8.62M | 0.02% | +1,034+19.8% | Added |
| Danske Bank A/S | 6,193 | $8.53M | 0.03% | +4,246+218.1% | Added |
| Nomura Holdings Inc | 6,031 | $8.31M | 0.05% | +4,717+359.0% | Added |
| ExodusPoint Capital Management, LP | 5,980 | $8.24M | 0.09% | +5,980 | New |
| Public Employees Retirement System of Ohio | 5,972 | $8.23M | 0.03% | +5,972 | New |
| Eschler Asset Management LLP | 6,000 | $8.20M | 6.44% | −2,400−28.6% | Reduced |
| Ameriprise Financial Inc | 5,851 | $8.06M | 0.00% | −23,839−80.3% | Reduced |
| State of New Jersey Common Pension Fund D | 5,815 | $8.01M | 0.03% | −2,784−32.4% | Reduced |
| Victory Capital Management Inc | 5,814 | $8.01M | 0.01% | −19,058−76.6% | Reduced |
| Great West Life Assurance Co | 5,788 | $7.98M | 0.02% | +4,414+321.3% | Added |
| Pictet Asset Management Holding SA | 5,734 | $7.90M | 0.01% | +3,828+200.8% | Added |
| Asset Management One Co.,Ltd. | 5,653 | $7.79M | 0.03% | +5,653 | New |
| Acorn Financial Advisory Services Inc | 5,614 | $7.73M | 1.44% | +1,622+40.6% | Added |
| Tower Research Capital LLC (TRC) | 5,610 | $7.73M | 0.13% | +5,440+3,200.0% | Added |
| Ensign Peak Advisors, Inc | 5,586 | $7.69M | 0.01% | +1,150+25.9% | Added |
| Kestra Advisory Services, LLC | 5,723 | $7.69M | 0.04% | +382+7.2% | Added |
| Storebrand Asset Management AS | 5,508 | $7.59M | 0.03% | +5,508 | New |
| Wealth Enhancement Advisory Services, LLC | 5,332 | $7.34M | 0.02% | −1,333−20.0% | Reduced |