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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

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.

Institutional holdersQ2 2024: 592 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 heldQ2 2024: $12.5B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Strategy Inc; share changes are against Q1 2024.

Institutions holding MSTR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Mirae Asset Global Investments Co., Ltd.60$91.5K0.00%+60New
Stelac Advisory Services LLC74$101.9K0.04%00.0%Unchanged
Continuum Advisory, LLC77$106.1K0.02%00.0%Unchanged
Larson Financial Group LLC81$111.6K0.01%+34+72.3%Added
NBC Securities, Inc.82$112.0K0.01%00.0%Unchanged
Farther Finance Advisors, LLC90$122.9K0.01%+80+800.0%Added
Strategic Investment Solutions, Inc.77$124.3K0.04%+77New
Coston, McIsaac & Partners100$137.0K0.04%+12+13.6%Added
Caitlin John, LLC100$137.7K0.10%−26−20.6%Reduced
Ridgewood Investments LLC100$137.7K0.07%+100New
International Assets Investment Management, LLC106$146.0K0.01%−47−30.7%Reduced
GPS Wealth Strategies Group, LLC108$148.8K0.02%−5−4.4%Reduced
Ostrum Asset Management110$151.5K0.01%+110New
Hoey Investments, Inc115$158.4K0.03%+35+43.8%Added
Centaurus Financial, Inc.122$168.0K0.01%00.0%Unchanged
Central Trust Co124$170.8K0.00%00.0%Unchanged
Corebridge Financial, Inc.133$183.2K0.00%+133New
Ausdal Financial Partners, Inc.146$201.1K0.02%00.0%Unchanged
Whitener Capital Management, Inc.150$206.6K0.06%00.0%Unchanged
WT Wealth Management150$206.6K0.07%+150New
Skaana Management L.P.153$210.8K0.08%+153New
Centric Wealth Management122$213.8K0.06%+122New
Horizon Bancorp Inc155$214.0K0.10%00.0%Unchanged
Vident Advisory, LLC157$216.2K0.01%+7+4.7%Added
Hollencrest Capital Management158$217.6K0.01%+148+1,480.0%Added
Fort Point Capital Partners LLC159$219.0K0.03%00.0%Unchanged
Weaver Capital Management LLC160$220.4K0.07%00.0%Unchanged
Consolidated Capital Management, LLC160$220.4K0.11%00.0%Unchanged
MAI Capital Management162$223.4K0.00%−28−14.7%Reduced
Ci Investments Inc.163$225.0K0.00%−56−25.6%Reduced
Cigna Investments Inc164$226.0K0.04%+8+5.1%Added
Arlington Capital Management, Inc.166$228.7K0.20%−1,182−87.7%Reduced
Fullerton Fund Management Co Ltd.171$235.5K0.01%+171New
Berkeley Capital Partners, LLC172$236.9K0.07%+4+2.4%Added
Qube Research & Technologies Ltd172$236.9K0.00%+172New
Moneta Group Investment Advisors LLC1,730$238.3K0.00%−70−3.9%Reduced
FNY Investment Advisers, LLC176$242.0K0.16%−147−45.5%Reduced
Curran Financial Partners, LLC177$243.8K0.08%+48+37.2%Added
Guardian Wealth Advisors, LLC178$245.2K0.03%00.0%Unchanged
Agf Management Ltd179$246.6K0.00%−1−0.6%Reduced
Guggenheim Capital LLC179$246.6K0.00%−174−49.3%Reduced
Palisades Hudson Asset Management, L.P.180$248.0K0.11%−41−18.6%Reduced
Northwestern Mutual Wealth Management Co183$252.1K0.00%+108+144.0%Added
Brighton Jones LLC184$253.9K0.01%+25+15.7%Added
Whittier Trust Co185$254.8K0.00%00.0%Unchanged
Unique Wealth Strategies, LLC150$255.7K0.12%00.0%Unchanged
Lodestar Private Asset Management LLC187$257.6K0.04%00.0%Unchanged
Finivi Inc.187$257.6K0.21%+17+10.0%Added
Metis Global Partners, LLC190$261.7K0.01%+190New
Great Valley Advisor Group, Inc.191$263.1K0.01%−6−3.0%Reduced
Yousif Capital Management, LLC191$263.1K0.00%+35+22.4%Added
Evergreen Capital Management LLC192$264.5K0.01%+9+4.9%Added
HighPoint Advisor Group LLC165$265.0K0.02%+2+1.2%Added
Gerber Kawasaki Wealth & Investment Management196$270.0K0.01%−2−1.0%Reduced
Aptus Capital Advisors, LLC197$271.4K0.01%−1−0.5%Reduced
Frisch Financial Group, Inc.200$275.0K0.08%00.0%Unchanged
Keebeck Wealth Management, LLC200$275.5K0.04%−7−3.4%Reduced
Mesirow Financial Investment Management, Inc.200$275.5K0.01%00.0%Unchanged
Wealthquest Corp200$275.5K0.03%00.0%Unchanged
Gilbert & Cook, Inc.200$275.5K0.04%00.0%Unchanged
Axxcess Wealth Management, LLC200$275.5K0.01%00.0%Unchanged
LongView Wealth Management200$275.5K0.10%00.0%Unchanged
MB, Levis & Associates, LLC200$275.5K0.14%00.0%Unchanged
Cascade Financial Partners, LLC200$275.5K0.04%00.0%Unchanged
Palisade Capital Management LLC200$275.5K0.01%+200New
Gilman Hill Asset Management, LLC200$275.5K0.05%+200New
American Asset Management Inc.200$275.5K0.33%+200New
Wallace Hart LLC200$275.5K0.21%+200New
Toronto Dominion Bank2,018$278.0K0.00%+1,568+348.4%Added
Pacer Advisors, Inc.202$278.3K0.00%−40−16.5%Reduced
Resources Investment Advisors, LLC.202$278.3K0.00%+37+22.4%Added
Massmutual Trust Co FSB203$279.6K0.01%+3+1.5%Added
Riverview Capital Advisers, LLC203$279.6K0.09%00.0%Unchanged
Advisory Research Inc205$282.4K0.05%+13+6.8%Added
Capital Advisors Inc208$286.5K0.01%+36+20.9%Added
The PNC Financial Services Group, Inc.209$287.9K0.00%−235−52.9%Reduced
Oxler Private Wealth LLC209$287.9K0.11%+17+8.9%Added
Quantbot Technologies LP211$290.6K0.01%+204+2,914.3%Added
Altiora Financial Group, LLC211$290.6K0.07%+10+5.0%Added
Banque Cantonale Vaudoise215$296.0K0.01%+143+198.6%Added
Strategic Blueprint, LLC215$296.2K0.02%+30+16.2%Added
Oxford Wealth Group, LLC216$297.5K0.20%+216New
Farrell Financial LLC218$300.3K0.23%+41+23.2%Added
Meiji Yasuda Asset Management Co Ltd.220$303.0K0.01%+220New
Concurrent Investment Advisors, LLC224$308.0K0.01%+224New
Harvest Fund Management Co., Ltd226$311.0K0.02%−94−29.4%Reduced
Wealthcare Advisory Partners LLC227$312.7K0.01%00.0%Unchanged
Lido Advisors, LLC227$313.1K0.00%+227New
Swiss Life Asset Management Ltd228$314.0K0.00%+228New
Phoenix Holdings Ltd.211$315.4K0.00%+91+75.8%Added
Brinker Capital Investments, LLC231$318.2K0.00%+67+40.9%Added
Orion Portfolio Solutions, LLC231$318.2K0.00%+67+40.9%Added
Associated Banc-Corp235$323.7K0.01%−33−12.3%Reduced
Peapack Gladstone Financial Corp235$324.0K0.00%00.0%Unchanged
Garden State Investment Advisory Services LLC238$327.8K0.11%+7+3.0%Added
Davenport & Co LLC238$328.5K0.00%+9+3.9%Added
Insigneo Advisory Services, LLC251$328.6K0.04%−7−2.7%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management240$330.6K0.01%00.0%Unchanged
Prelude Capital Management, LLC241$332.0K0.03%+241New
EP Wealth Advisors, LLC243$334.8K0.00%−7−2.8%Reduced