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Livermore
Livermore
ZHEN

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

Q2 2024 vs. Q1 2024

How the institutions holding Strategy Inc changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of MSTR: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders5306592+68
Shares9.65M18.7K9.05M−576.5K (−6.0%)
Value$16.4B$31.8M$12.5B−$3.93B (−24.0%)

6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (136)

Institutions that held Strategy Inc at the end of Q2 2024 but not at the end of Q1 2024.

Showing the largest 100 of 136 by value.

Institutions new to MSTR in Q2 2024
InstitutionSharesValue% of portfolio
HRT Financial LP41,143$56.7M0.32%
Sumitomo Mitsui Trust Holdings, Inc.29,157$40.2M0.03%
Group One Trading, L.P.26,517$36.5M1.15%
National Pension Service24,500$33.7M0.04%
Alpine Global Management, LLC19,228$26.5M4.61%
Centiva Capital, LP15,756$21.7M1.05%
Y-Intercept (Hong Kong) Ltd8,578$11.8M0.65%
Mirae Asset Global ETFs Holdings Ltd.7,692$10.6M0.03%
Mitsubishi UFJ Trust & Banking Corp7,088$9.76M0.02%
Aquatic Capital Management LLC6,800$9.37M0.35%
Belvedere Trading LLC6,486$8.93M0.47%
ExodusPoint Capital Management, LP5,980$8.24M0.09%
Public Employees Retirement System of Ohio5,972$8.23M0.03%
Asset Management One Co.,Ltd.5,653$7.79M0.03%
Storebrand Asset Management AS5,508$7.59M0.03%
Resona Asset Management Co.,Ltd.4,727$6.59M0.04%
Aviva PLC4,120$5.68M0.02%
Nomura Asset Management Co Ltd4,060$5.59M0.02%
Voloridge Investment Management, LLC3,691$5.08M0.02%
Skandinaviska Enskilda Banken AB (publ)3,321$4.57M0.02%
IFM Investors Pty Ltd3,209$4.42M0.04%
Jump Financial, LLC3,189$4.39M0.09%
Seven Eight Capital, LP3,135$4.32M0.45%
Tudor Investment Corp Et Al3,044$4.19M0.05%
British Columbia Investment Management Corp3,016$4.15M0.03%
Forsta Ap-Fonden3,000$4.13M0.04%
Tredje AP-fonden2,630$3.62M0.03%
DnB Asset Management AS2,618$3.61M0.02%
TD Asset Management Inc2,612$3.60M0.00%
APG Asset Management N.V.2,544$3.27M0.01%
Twin Tree Management, LP2,194$3.02M0.09%
Korea Investment CORP2,100$2.89M0.01%
DRW Securities, LLC2,095$2.89M0.18%
Howe & Rusling Inc1,946$2.68M0.24%
Nissay Asset Management Corp1,846$2.54M0.02%
Laurion Capital Management LP1,823$2.51M0.08%
DekaBank Deutsche Girozentrale1,566$2.41M0.00%
Headlands Technologies LLC1,606$2.21M0.23%
UBS Oconnor LLC1,567$2.16M0.06%
Secure Asset Management, LLC1,558$2.15M0.41%
Susquehanna International Group Ltd.1,525$2.10M0.53%
Pearl River Capital, LLC1,495$2.06M0.33%
Daiwa Securities Group Inc.1,451$2.00M0.01%
Catalyst Funds Management Pty Ltd1,400$1.93M0.52%
Gulf International Bank (UK) Ltd1,285$1.77M0.04%
Simplex Trading, LLC1,276$1.76M0.06%
Maryland State Retirement & Pension System1,220$1.68M0.03%
Nordea Investment Management AB1,108$1.60M0.00%
MBB Public Markets I LLC1,115$1.54M0.03%
Man Group plc1,040$1.43M0.00%
BIT Capital GmbH947$1.30M0.12%
CAPROCK Group, Inc.935$1.29M0.05%
Arete Wealth Advisors, LLC923$1.28M0.10%
CIBC World Markets Corp849$1.17M0.01%
Candriam Luxembourg S.C.A.835$1.15M0.01%
Utah Retirement Systems830$1.14M0.01%
Bank of Nova Scotia770$1.06M0.00%
Prospera Financial Services Inc723$995.8K0.03%
Engineers Gate Manager LP693$954.6K0.02%
Paloma Partners Management Co682$939.4K0.08%
Baader Bank INC826$926.6K0.07%
MRP Capital Investments, LLC650$895.4K0.84%
Dai-Ichi Life Insurance Company, Ltd600$826.5K0.02%
Intech Investment Management LLC584$804.4K0.01%
Capstone Financial Advisors, Inc.540$743.8K0.05%
Quantitative Investment Management, LLC534$735.0K0.08%
Capital Impact Advisors, LLC517$712.2K2.00%
Cullinan Associates Inc500$688.7K0.04%
Core Wealth Partners LLC470$647.4K0.44%
UniSuper Management Pty Ltd459$632.3K0.01%
Hartline Investment Corp457$629.5K0.08%
Illinois Municipal Retirement Fund453$624.0K0.01%
AE Wealth Management LLC438$603.3K0.01%
Fidelis Capital Partners, LLC450$561.1K0.08%
Sanctuary Advisors, LLC431$552.7K0.00%
Flaharty Asset Management, LLC393$541.4K0.08%
B. Metzler seel. Sohn & Co. AG361$497.3K0.01%
Resolute Partners Group330$454.6K0.12%
Schroder Investment Management Group323$444.9K0.00%
Vestcor Inc310$427.0K0.01%
Investment Management Corp of Ontario300$413.2K0.01%
Polymer Capital Management (HK) LTD299$411.9K0.08%
Assenagon Asset Management S.A.287$395.3K0.00%
Standard Life Aberdeen plc282$388.4K0.00%
Prudential PLC263$362.3K0.00%
Traphagen Investment Advisors LLC259$356.8K0.04%
Prelude Capital Management, LLC241$332.0K0.03%
Swiss Life Asset Management Ltd228$314.0K0.00%
Lido Advisors, LLC227$313.1K0.00%
Concurrent Investment Advisors, LLC224$308.0K0.01%
Meiji Yasuda Asset Management Co Ltd.220$303.0K0.01%
Oxford Wealth Group, LLC216$297.5K0.20%
Palisade Capital Management LLC200$275.5K0.01%
Gilman Hill Asset Management, LLC200$275.5K0.05%
American Asset Management Inc.200$275.5K0.33%
Wallace Hart LLC200$275.5K0.21%
Metis Global Partners, LLC190$261.7K0.01%
Qube Research & Technologies Ltd172$236.9K0.00%
Fullerton Fund Management Co Ltd.171$235.5K0.01%
Centric Wealth Management122$213.8K0.06%

Sold out (68)

Institutions that held Strategy Inc at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of MSTR in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Boothbay Fund Management, LLC14,507$24.7M
Murchinson Ltd.14,500$24.7M
Healthcare of Ontario Pension Plan Trust Fund10,000$17.0M
Cubist Systematic Strategies, LLC7,871$13.4M
Panagora Asset Management Inc7,680$13.1M
Accredited Investors Inc.7,370$12.6M
American International Group, Inc.7,326$12.5M
Algert Global LLC6,731$11.5M
Accuvest Global Advisors5,829$9.94M
Equitec Proprietary Markets, LLC5,000$8.52M
Strategic Vision Investment Ltd3,700$6.31M
Marshall Wace, LLP3,271$5.58M
Mutual of America Capital Management LLC3,091$5.27M
BIP Wealth, LLC3,006$5.12M
ClariVest Asset Management LLC1,969$3.36M
RFG Advisory, LLC1,537$2.62M
Ameritas Investment Partners, Inc.1,482$2.53M
Boulder Hill Capital Management LP1,200$2.05M
Symmetry Investments LP1,128$1.92M
Two Sigma Investments, LP1,005$1.71M
Metropolitan Life Insurance Co780$1.33M
Change Path, LLC747$1.27M
Teachers Retirement System of the State of Kentucky649$1.11M
Diversified Trust Co384$654.6K
Calamos Advisors LLC364$620.5K
Lincoln National Corp358$610.2K
Duality Advisers, LP348$593.2K
Profund Advisors LLC326$555.7K
Winton Group Ltd302$514.8K
Hedges Asset Management LLC300$511.4K
VGI Partners Ltd250$426.1K
Pinnacle Wealth Planning Services, Inc.217$369.9K
Capital Investment Advisors, LLC211$360.1K
Virtus Investment Advisers, Inc.194$330.7K
ASB Consultores, LLC176$300.7K
Lion Street Advisors, LLC438$276.6K
Vienna Asset Management LLC160$272.7K
Cerity Partners LLC156$265.9K
Keybank National Association142$242.0K
D. E. Shaw & Co., Inc.140$238.6K
Miracle Mile Advisors, LLC134$228.4K
Avantax Planning Partners, Inc.131$223.3K
Carnegie Capital Asset Management, LLC130$221.6K
Commerce Bank128$218.2K
Colony Group, LLC127$216.0K
Greenleaf Trust126$214.8K
Prime Capital Investment Advisors, LLC126$214.8K
Institute for Wealth Management, LLC.125$213.6K
Crosspoint Financial, LLC125$213.1K
Oder Investment Management, LLC123$209.7K
Altus Wealth Group LLC121$206.3K
Abundance Wealth Counselors120$205.0K
Wealth Alliance Advisory Group, LLC120$204.5K
Robertson Stephens Wealth Management, LLC120$204.5K
Wealthspire Advisors, LLC119$202.8K
Willis Johnson & Associates, Inc.118$201.1K
Franchise Capital Ltd58$98.9K
CoreCap Advisors, LLC52$88.6K
Caption Management, LLC46$78.4K
Carolinas Wealth Consulting LLC25$42.6K
First Manhattan Co15$25.6K
Virtus Fund Advisers, LLC12$20.5K
U S Global Investors Inc5$8.52K
CSS LLC3$5.11K
Vima LLC14$4.09K
Bessemer Group Inc2$3.00K
Quest Partners LLC1$1.71K
Annis Gardner Whiting Capital Advisors, LLC1$1.71K

Not filed for Q2 2024 yet (6)

Institutions that held Strategy Inc at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSTR in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG16,692$28.5M
Grey Street Capital, LLC667$1.14M
Cutler Group LP606$1.03M
Tactive Advisors, LLC538$917.1K
Panoramic Investment Advisors, LLC124$211.4K
FSA Wealth Management LLC31$52.8K