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 |
|---|---|---|---|---|---|
| STRS Ohio | 573 | $789.3K | 0.00% | −927−61.8% | Reduced |
| Intech Investment Management LLC | 584 | $804.4K | 0.01% | +584 | New |
| Annex Advisory Services, LLC | 586 | $807.2K | 0.03% | +39+7.1% | Added |
| AdvisorNet Financial, Inc | 595 | $819.6K | 0.07% | +56+10.4% | Added |
| Savant Capital, LLC | 599 | $825.1K | 0.01% | +15+2.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 600 | $826.5K | 0.02% | +600 | New |
| Warren Averett Asset Management, LLC | 610 | $840.3K | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 622 | $856.8K | 0.02% | +33+5.6% | Added |
| Wellington Management Group LLP | 623 | $858.2K | 0.00% | −20,092−97.0% | Reduced |
| Gladstone Institutional Advisory LLC | 628 | $865.1K | 0.05% | +418+199.0% | Added |
| MRP Capital Investments, LLC | 650 | $895.4K | 0.84% | +650 | New |
| Paul Damon & Associates, Inc. | 667 | $918.8K | 0.63% | +125+23.1% | Added |
| Harbour Investments, Inc. | 670 | $922.9K | 0.03% | +411+158.7% | Added |
| SEI Investments Co | 672 | $925.7K | 0.00% | +97+16.9% | Added |
| Baader Bank INC | 826 | $926.6K | 0.07% | +826 | New |
| Paloma Partners Management Co | 682 | $939.4K | 0.08% | +682 | New |
| HHM Wealth Advisors, LLC | 687 | $946.3K | 0.14% | +585+573.5% | Added |
| Engineers Gate Manager LP | 693 | $954.6K | 0.02% | +693 | New |
| Jennison Associates LLC | 704 | $969.7K | 0.00% | +231+48.8% | Added |
| Prospera Financial Services Inc | 723 | $995.8K | 0.03% | +723 | New |
| Harbor Capital Advisors, Inc. | 725 | $999.0K | 0.08% | +572+373.9% | Added |
| Dynamic Advisor Solutions LLC | 740 | $1.02M | 0.03% | +393+113.3% | Added |
| Bellecapital International Ltd. | 749 | $1.03M | 0.22% | −91−10.8% | Reduced |
| Independent Financial Group, LLC | 755 | $1.04M | 0.04% | +243+47.5% | Added |
| Clarity Capital Partners LLC | 755 | $1.04M | 0.64% | +290+62.4% | Added |
| Western Wealth Management, LLC | 757 | $1.04M | 0.08% | +130+20.7% | Added |
| Turim 21 Investimentos Ltda. | 759 | $1.05M | 0.27% | 00.0% | Unchanged |
| JustInvest LLC | 760 | $1.05M | 0.02% | +181+31.3% | Added |
| Bank of Nova Scotia | 770 | $1.06M | 0.00% | +770 | New |
| Csenge Advisory Group | 772 | $1.06M | 0.06% | +59+8.3% | Added |
| United Capital Management of KS, Inc. | 775 | $1.07M | 0.24% | +55+7.6% | Added |
| Kestra Private Wealth Services, LLC | 775 | $1.07M | 0.02% | +482+164.5% | Added |
| Wedbush Securities Inc | 785 | $1.08M | 0.04% | +186+31.1% | Added |
| Wealthfront Advisers LLC | 785 | $1.08M | 0.00% | +78+11.0% | Added |
| Janus Henderson Group PLC | 800 | $1.10M | 0.00% | −4,797−85.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 812 | $1.12M | 0.01% | −57−6.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 814 | $1.12M | 0.01% | +572+236.4% | Added |
| Rathbone Brothers plc | 826 | $1.14M | 0.01% | +129+18.5% | Added |
| Utah Retirement Systems | 830 | $1.14M | 0.01% | +830 | New |
| Candriam Luxembourg S.C.A. | 835 | $1.15M | 0.01% | +835 | New |
| Parallel Advisors, LLC | 843 | $1.16M | 0.03% | +746+769.1% | Added |
| Financial Advocates Investment Management | 845 | $1.16M | 0.07% | +183+27.6% | Added |
| CIBC World Markets Corp | 849 | $1.17M | 0.01% | +849 | New |
| Geneos Wealth Management Inc. | 850 | $1.17M | 0.05% | −24−2.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 850 | $1.17M | 0.01% | +198+30.4% | Added |
| Manhattan West Asset Management, LLC | 869 | $1.20M | 0.32% | −5−0.6% | Reduced |
| Amalgamated Bank | 870 | $1.20M | 0.01% | +365+72.3% | Added |
| Synergy Financial Management, LLC | 874 | $1.20M | 0.19% | +113+14.8% | Added |
| Kovack Advisors, Inc. | 886 | $1.22M | 0.13% | +537+153.9% | Added |
| Newbridge Financial Services Group, Inc. | 887 | $1.22M | 0.46% | +87+10.9% | Added |
| Ambassador Advisors, LLC | 900 | $1.24M | 0.22% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 903 | $1.24M | 0.01% | −25−2.7% | Reduced |
| Hilltop Holdings Inc. | 915 | $1.26M | 0.15% | −50−5.2% | Reduced |
| Pathstone Holdings, LLC | 916 | $1.26M | 0.01% | +191+26.3% | Added |
| Arete Wealth Advisors, LLC | 923 | $1.28M | 0.10% | +923 | New |
| Senator Investment Group LP | 930 | $1.28M | 0.06% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 935 | $1.29M | 0.05% | +935 | New |
| BIT Capital GmbH | 947 | $1.30M | 0.12% | +947 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 948 | $1.31M | 0.06% | +39+4.3% | Added |
| Chicago Partners Investment Group LLC | 829 | $1.33M | 0.05% | −162−16.3% | Reduced |
| Beacon Pointe Advisors, LLC | 991 | $1.37M | 0.02% | +13+1.3% | Added |
| Campion Asset Management LLC | 994 | $1.37M | 1.08% | 00.0% | Unchanged |
| GSG Advisors LLC | 1,003 | $1.37M | 0.48% | −247−19.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,004 | $1.38M | 0.01% | +284+39.4% | Added |
| Perigon Wealth Management, LLC | 1,015 | $1.40M | 0.04% | −38−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 884 | $1.43M | 0.09% | +803+991.4% | Added |
| Stratos Wealth Advisors, LLC | 1,038 | $1.43M | 0.07% | +39+3.9% | Added |
| Man Group plc | 1,040 | $1.43M | 0.00% | +1,040 | New |
| Stratos Wealth Partners, LTD. | 1,047 | $1.44M | 0.02% | −160−13.3% | Reduced |
| MTM Investment Management, LLC | 1,047 | $1.44M | 0.59% | +36+3.6% | Added |
| Fiduciary Trust Co | 1,060 | $1.46M | 0.02% | 00.0% | Unchanged |
| Scientech Research LLC | 1,103 | $1.52M | 0.31% | +879+392.4% | Added |
| Balyasny Asset Management LLC | 1,106 | $1.52M | 0.00% | +68+6.6% | Added |
| MBB Public Markets I LLC | 1,115 | $1.54M | 0.03% | +1,115 | New |
| KBC Group NV | 1,126 | $1.55M | 0.00% | +813+259.7% | Added |
| Brookstone Capital Management | 980 | $1.56M | 0.03% | +272+38.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 1,133 | $1.56M | 0.30% | −181−13.8% | Reduced |
| IHT Wealth Management, LLC | 1,141 | $1.57M | 0.06% | +192+20.2% | Added |
| Mercer Global Advisors Inc | 1,162 | $1.60M | 0.00% | −150−11.4% | Reduced |
| Nordea Investment Management AB | 1,108 | $1.60M | 0.00% | +1,108 | New |
| Harvest Investment Services, LLC | 1,196 | $1.65M | 0.65% | +528+79.0% | Added |
| Maryland State Retirement & Pension System | 1,220 | $1.68M | 0.03% | +1,220 | New |
| CIBC World Markets Inc. | 1,224 | $1.69M | 0.00% | −490−28.6% | Reduced |
| Blair William & Co | 1,234 | $1.70M | 0.01% | +33+2.7% | Added |
| CWM, LLC | 1,236 | $1.70M | 0.01% | +407+49.1% | Added |
| Fiduciary Alliance LLC | 1,292 | $1.71M | 0.28% | +158+13.9% | Added |
| Paradigm Financial Partners, LLC | 1,265 | $1.74M | 0.26% | +15+1.2% | Added |
| Simplex Trading, LLC | 1,276 | $1.76M | 0.06% | +1,276 | New |
| Gulf International Bank (UK) Ltd | 1,285 | $1.77M | 0.04% | +1,285 | New |
| Equitable Holdings, Inc. | 1,292 | $1.78M | 0.02% | −35−2.6% | Reduced |
| Cardiff Park Advisors, LLC | 1,299 | $1.79M | 0.17% | −1,261−49.3% | Reduced |
| Aviso Wealth Management | 1,303 | $1.79M | 1.07% | −12−0.9% | Reduced |
| Apollon Wealth Management, LLC | 1,306 | $1.80M | 0.05% | −109−7.7% | Reduced |
| Xponance, Inc. | 1,392 | $1.92M | 0.02% | +489+54.2% | Added |
| Catalyst Funds Management Pty Ltd | 1,400 | $1.93M | 0.52% | +1,400 | New |
| Daiwa Securities Group Inc. | 1,451 | $2.00M | 0.01% | +1,451 | New |
| Ameritas Advisory Services, LLC | 1,478 | $2.04M | 0.08% | −11−0.7% | Reduced |
| Old Mission Capital LLC | 1,485 | $2.05M | 0.05% | +1,354+1,033.6% | Added |
| One Capital Management, LLC | 1,487 | $2.05M | 0.07% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 1,495 | $2.06M | 0.33% | +1,495 | New |