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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 247 | $340.2K | 0.02% | +55+28.6% | Added |
| CWM Advisors, LLC | 250 | $343.8K | 0.04% | +42+20.2% | Added |
| Westmount Partners, LLC | 252 | $344.2K | 0.11% | −12−4.5% | Reduced |
| Lakeview Capital Partners, LLC | 207 | $352.8K | 0.06% | 00.0% | Unchanged |
| Abel Hall, LLC | 257 | $354.0K | 0.25% | +47+22.4% | Added |
| Evexia Wealth LLC | 197 | $354.6K | 0.13% | −159−44.7% | Reduced |
| Traphagen Investment Advisors LLC | 259 | $356.8K | 0.04% | +259 | New |
| Investment Partners Asset Management, Inc. | 260 | $358.1K | 0.32% | 00.0% | Unchanged |
| Prudential PLC | 263 | $362.3K | 0.00% | +263 | New |
| Westfield Capital Management Co LP | 266 | $366.4K | 0.00% | −35,457−99.3% | Reduced |
| Bay Rivers Group | 273 | $376.1K | 0.20% | +61+28.8% | Added |
| Tobam | 278 | $383.0K | 0.06% | −32−10.3% | Reduced |
| VitalStone Financial, LLC | 280 | $385.7K | 0.28% | −211−43.0% | Reduced |
| Standard Life Aberdeen plc | 282 | $388.4K | 0.00% | +282 | New |
| Assenagon Asset Management S.A. | 287 | $395.3K | 0.00% | +287 | New |
| TownSquare Capital, LLC | 290 | $399.5K | 0.01% | +99+51.8% | Added |
| Means Investment Co., Inc. | 296 | $407.1K | 0.05% | −43−12.7% | Reduced |
| Sequoia Financial Advisors, LLC | 296 | $407.7K | 0.00% | +75+33.9% | Added |
| Revisor Wealth Management LLC | 299 | $411.9K | 0.29% | −619−67.4% | Reduced |
| Polymer Capital Management (HK) LTD | 299 | $411.9K | 0.08% | +299 | New |
| Gamco Investors, Inc. Et Al | 300 | $413.2K | 0.00% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 300 | $413.2K | 0.03% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 300 | $413.2K | 0.23% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 300 | $413.2K | 0.01% | +300 | New |
| Waldron Private Wealth LLC | 301 | $415.0K | 0.02% | −8−2.6% | Reduced |
| United Capital Financial Advisers, LLC | 302 | $416.0K | 0.00% | −20−6.2% | Reduced |
| Teacher Retirement System of Texas | 306 | $422.0K | 0.00% | −1,543−83.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 308 | $424.3K | 0.00% | +144+87.8% | Added |
| Vestcor Inc | 310 | $427.0K | 0.01% | +310 | New |
| Ballentine Partners, LLC | 313 | $431.2K | 0.01% | +15+5.0% | Added |
| Penserra Capital Management LLC | 3,197 | $440.0K | 0.01% | −4,093−56.1% | Reduced |
| Schroder Investment Management Group | 323 | $444.9K | 0.00% | +323 | New |
| First Foundation Advisors | 325 | $447.7K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 327 | $450.4K | 0.00% | −7,251−95.7% | Reduced |
| Berkshire Bank | 330 | $454.6K | 0.11% | 00.0% | Unchanged |
| Resolute Partners Group | 330 | $454.6K | 0.12% | +330 | New |
| J.W. Cole Advisors, Inc. | 333 | $458.7K | 0.02% | +115+52.8% | Added |
| Magnetar Financial LLC | 337 | $464.2K | 0.01% | +81+31.6% | Added |
| Thrivent Financial for Lutherans | 341 | $470.0K | 0.00% | +200+141.8% | Added |
| Shaolin Capital Management LLC | 347 | $478.0K | 0.01% | −37,838−99.1% | Reduced |
| Glenmede Trust Co NA | 350 | $482.1K | 0.00% | +56+19.0% | Added |
| Rothschild Investment LLC | 353 | $486.3K | 0.03% | −98−21.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 354 | $487.6K | 0.04% | −41−10.4% | Reduced |
| Traynor Capital Management, Inc. | 360 | $495.4K | 0.04% | +13+3.7% | Added |
| Chesapeake Capital Corp | 361 | $497.3K | 0.65% | −405−52.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 361 | $497.3K | 0.01% | +361 | New |
| Sunburst Financial Group, LLC | 363 | $500.0K | 0.14% | 00.0% | Unchanged |
| Sigma Planning Corp | 379 | $522.1K | 0.02% | +2+0.5% | Added |
| Stonegate Investment Group, LLC | 380 | $522.8K | 0.02% | +20+5.6% | Added |
| Beaird Harris Wealth Management, LLC | 385 | $530.3K | 0.05% | +264+218.2% | Added |
| Main Street Financial Solutions, LLC | 388 | $534.5K | 0.05% | −106−21.5% | Reduced |
| Merit Financial Group, LLC | 390 | $537.2K | 0.01% | +218+126.7% | Added |
| Strategic Advocates LLC | 391 | $538.6K | 0.21% | +166+73.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 393 | $541.3K | 0.06% | −132−25.1% | Reduced |
| Flaharty Asset Management, LLC | 393 | $541.4K | 0.08% | +393 | New |
| Kingsview Wealth Management, LLC | 400 | $551.0K | 0.01% | −320−44.4% | Reduced |
| Crossmark Global Holdings, Inc. | 400 | $551.0K | 0.01% | +11+2.8% | Added |
| Sanctuary Advisors, LLC | 431 | $552.7K | 0.00% | +431 | New |
| Verus Capital Partners, LLC | 403 | $555.1K | 0.06% | −33−7.6% | Reduced |
| Comerica Bank | 405 | $557.6K | 0.00% | −4,594−91.9% | Reduced |
| Fidelis Capital Partners, LLC | 450 | $561.1K | 0.08% | +450 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 408 | $562.0K | 0.22% | +103+33.8% | Added |
| Magnus Financial Group LLC | 410 | $564.8K | 0.06% | −132−24.4% | Reduced |
| RSM US Wealth Management LLC | 421 | $575.6K | 0.01% | +178+73.3% | Added |
| Credit Agricole S A | 418 | $575.8K | 0.00% | +411+5,871.4% | Added |
| Silvercrest Asset Management Group LLC | 419 | $577.2K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 419 | $577.2K | 0.00% | +156+59.3% | Added |
| Captrust Financial Advisors | 419 | $577.4K | 0.00% | +55+15.1% | Added |
| Close Asset Management Ltd | 423 | $583.0K | 0.02% | −9−2.1% | Reduced |
| TD Waterhouse Canada Inc. | 431 | $588.7K | 0.01% | +302+234.1% | Added |
| Wealth Management Partners, LLC | 429 | $590.9K | 0.29% | −19−4.2% | Reduced |
| Truist Financial Corp | 433 | $596.4K | 0.00% | +65+17.7% | Added |
| AE Wealth Management LLC | 438 | $603.3K | 0.01% | +438 | New |
| Park Avenue Securities LLC | 447 | $616.0K | 0.01% | +79+21.5% | Added |
| Illinois Municipal Retirement Fund | 453 | $624.0K | 0.01% | +453 | New |
| Perennial Investment Advisors, LLC | 456 | $628.1K | 0.09% | +325+248.1% | Added |
| Hartline Investment Corp | 457 | $629.5K | 0.08% | +457 | New |
| UniSuper Management Pty Ltd | 459 | $632.3K | 0.01% | +459 | New |
| Simplicity Wealth,LLC | 463 | $637.8K | 0.01% | +96+26.2% | Added |
| Bleakley Financial Group, LLC | 463 | $637.8K | 0.02% | +96+26.2% | Added |
| Edgestream Partners, L.P. | 470 | $647.4K | 0.03% | +289+159.7% | Added |
| Core Wealth Partners LLC | 470 | $647.4K | 0.44% | +470 | New |
| X-Square Capital, LLC | 472 | $650.0K | 0.30% | +140+42.2% | Added |
| TCG Advisory Services, LLC | 476 | $655.7K | 0.03% | −1,444−75.2% | Reduced |
| US Bancorp | 482 | $663.9K | 0.00% | −13−2.6% | Reduced |
| Great Lakes Advisors, LLC | 483 | $665.3K | 0.01% | +70+16.9% | Added |
| Federation des caisses Desjardins du Quebec | 489 | $673.6K | 0.00% | +213+77.2% | Added |
| Cullinan Associates Inc | 500 | $688.7K | 0.04% | +500 | New |
| D.A. Davidson & Co. | 502 | $691.5K | 0.01% | +8+1.6% | Added |
| Claro Advisors LLC | 510 | $701.8K | 0.11% | −5−1.0% | Reduced |
| Nwam LLC | 511 | $703.9K | 0.21% | +21+4.3% | Added |
| Capital Impact Advisors, LLC | 517 | $712.2K | 2.00% | +517 | New |
| SeaCrest Wealth Management, LLC | 518 | $713.5K | 0.08% | +26+5.3% | Added |
| Coldstream Capital Management Inc | 518 | $713.5K | 0.02% | +360+227.8% | Added |
| Visionary Wealth Advisors | 524 | $721.1K | 0.05% | +104+24.8% | Added |
| Sterling Investment Advisors, Ltd. | 533 | $734.2K | 0.20% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 534 | $735.0K | 0.08% | +534 | New |
| Evergreen Wealth Solutions, LLC | 540 | $743.8K | 0.53% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 540 | $743.8K | 0.05% | +540 | New |
| CAP Partners, LLC | 541 | $745.2K | 0.61% | +35+6.9% | Added |