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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 1,497 | $2.06M | 0.03% | −14−0.9% | Reduced |
| Susquehanna International Securities, Ltd. | 1,500 | $2.07M | 0.76% | +839+126.9% | Added |
| Susquehanna International Group Ltd. | 1,525 | $2.10M | 0.53% | +1,525 | New |
| Private Advisor Group, LLC | 1,554 | $2.14M | 0.01% | −1,885−54.8% | Reduced |
| Secure Asset Management, LLC | 1,558 | $2.15M | 0.41% | +1,558 | New |
| Spire Wealth Management | 1,564 | $2.15M | 0.08% | −144−8.4% | Reduced |
| UBS Oconnor LLC | 1,567 | $2.16M | 0.06% | +1,567 | New |
| Public Employees Retirement Association of Colorado | 1,582 | $2.18M | 0.01% | −8−0.5% | Reduced |
| Headlands Technologies LLC | 1,606 | $2.21M | 0.23% | +1,606 | New |
| Nisa Investment Advisors, LLC | 1,660 | $2.29M | 0.01% | +1,181+246.6% | Added |
| Coastal Investment Advisors, Inc. | 1,689 | $2.33M | 0.46% | +604+55.7% | Added |
| Mackenzie Financial Corp | 1,705 | $2.35M | 0.00% | +801+88.6% | Added |
| GWM Advisors LLC | 1,740 | $2.40M | 0.02% | +594+51.8% | Added |
| DekaBank Deutsche Girozentrale | 1,566 | $2.41M | 0.00% | +1,566 | New |
| Hudson Bay Capital Management LP | 1,806 | $2.49M | 0.02% | +806+80.6% | Added |
| Laurion Capital Management LP | 1,823 | $2.51M | 0.08% | +1,823 | New |
| Nissay Asset Management Corp | 1,846 | $2.54M | 0.02% | +1,846 | New |
| Envestnet Asset Management Inc | 1,923 | $2.65M | 0.00% | −89−4.4% | Reduced |
| Howe & Rusling Inc | 1,946 | $2.68M | 0.24% | +1,946 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,946 | $2.68M | 0.00% | −454−18.9% | Reduced |
| DRW Securities, LLC | 2,095 | $2.89M | 0.18% | +2,095 | New |
| American Century Companies Inc | 2,098 | $2.89M | 0.00% | +361+20.8% | Added |
| Korea Investment CORP | 2,100 | $2.89M | 0.01% | +2,100 | New |
| SRN Advisors, LLC | 2,122 | $2.92M | 2.43% | +294+16.1% | Added |
| Virtu Financial LLC | 2,136 | $2.94M | 0.21% | +1,622+315.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 2,154 | $2.97M | 0.12% | 00.0% | Unchanged |
| Prudential Financial Inc | 2,183 | $3.01M | 0.00% | −616−22.0% | Reduced |
| ProShare Advisors LLC | 2,192 | $3.02M | 0.01% | −945−30.1% | Reduced |
| Twin Tree Management, LP | 2,194 | $3.02M | 0.09% | +2,194 | New |
| IFP Advisors, Inc | 2,199 | $3.03M | 0.12% | +122+5.9% | Added |
| Heritage Investors Management Corp | 2,243 | $3.09M | 0.11% | 00.0% | Unchanged |
| LCM Capital Management Inc | 2,263 | $3.12M | 1.94% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,294 | $3.16M | 0.10% | +1,680+273.6% | Added |
| APG Asset Management N.V. | 2,544 | $3.27M | 0.01% | +2,544 | New |
| National Bank of Canada | 2,440 | $3.32M | 0.01% | −310−11.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,442 | $3.36M | 0.00% | −138−5.3% | Reduced |
| Walleye Capital LLC | 2,475 | $3.41M | 0.04% | −1,225−33.1% | Reduced |
| Nations Financial Group Inc, | 2,538 | $3.50M | 0.29% | +859+51.2% | Added |
| Marex Group plc | 2,582 | $3.56M | 0.10% | −52,512−95.3% | Reduced |
| Jefferies Financial Group Inc. | 2,600 | $3.58M | 0.07% | −10,845−80.7% | Reduced |
| TD Asset Management Inc | 2,612 | $3.60M | 0.00% | +2,612 | New |
| DnB Asset Management AS | 2,618 | $3.61M | 0.02% | +2,618 | New |
| Tredje AP-fonden | 2,630 | $3.62M | 0.03% | +2,630 | New |
| CIBC Private Wealth Group, LLC | 2,808 | $3.62M | 0.01% | +283+11.2% | Added |
| Manufacturers Life Insurance Company, The | 2,719 | $3.75M | 0.00% | −5,823−68.2% | Reduced |
| EagleClaw Capital Managment, LLC | 2,744 | $3.78M | 0.68% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,863 | $3.94M | 0.01% | −76−2.6% | Reduced |
| Independent Advisor Alliance | 2,989 | $4.12M | 0.14% | +924+44.7% | Added |
| Forsta Ap-Fonden | 3,000 | $4.13M | 0.04% | +3,000 | New |
| British Columbia Investment Management Corp | 3,016 | $4.15M | 0.03% | +3,016 | New |
| Rakuten Securities, Inc. | 3,036 | $4.18M | 1.80% | +739+32.2% | Added |
| Tudor Investment Corp Et Al | 3,044 | $4.19M | 0.05% | +3,044 | New |
| Seven Eight Capital, LP | 3,135 | $4.32M | 0.45% | +3,135 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,173 | $4.37M | 0.05% | +1,586+99.9% | Added |
| Jump Financial, LLC | 3,189 | $4.39M | 0.09% | +3,189 | New |
| IFM Investors Pty Ltd | 3,209 | $4.42M | 0.04% | +3,209 | New |
| Handelsbanken Fonder AB | 3,286 | $4.53M | 0.02% | +900+37.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 3,321 | $4.57M | 0.02% | +3,321 | New |
| Russell Investments Group, Ltd. | 3,382 | $4.66M | 0.01% | −22−0.6% | Reduced |
| Macquarie Group Ltd | 3,592 | $4.95M | 0.01% | −24−0.7% | Reduced |
| Bluefin Capital Management, LLC | 3,600 | $4.96M | 1.33% | +1,699+89.4% | Added |
| Avantax Advisory Services, Inc. | 3,629 | $5.00M | 0.04% | +382+11.8% | Added |
| Voloridge Investment Management, LLC | 3,691 | $5.08M | 0.02% | +3,691 | New |
| Longitude (Cayman) Ltd. | 3,700 | $5.10M | 8.03% | −1,100−22.9% | Reduced |
| CI Private Wealth, LLC | 3,735 | $5.14M | 0.01% | +1,220+48.5% | Added |
| Cresset Asset Management, LLC | 3,786 | $5.22M | 0.02% | +2,471+187.9% | Added |
| FORA Capital, LLC | 3,805 | $5.24M | 0.64% | +2,157+130.9% | Added |
| Mariner, LLC | 3,860 | $5.32M | 0.01% | +638+19.8% | Added |
| Janney Montgomery Scott LLC | 3,900 | $5.37M | 0.02% | +681+21.2% | Added |
| Nomura Asset Management Co Ltd | 4,060 | $5.59M | 0.02% | +4,060 | New |
| Franklin Resources Inc | 4,113 | $5.67M | 0.00% | −16,328−79.9% | Reduced |
| Aviva PLC | 4,120 | $5.68M | 0.02% | +4,120 | New |
| TB Alternative Assets Ltd. | 4,135 | $5.70M | 1.33% | +3,940+2,020.5% | Added |
| Walleye Trading LLC | 4,241 | $5.84M | 0.12% | −1,066−20.1% | Reduced |
| Brevan Howard Capital Management LP | 4,291 | $5.91M | 0.39% | +2,631+158.5% | Added |
| Arizona State Retirement System | 4,327 | $5.96M | 0.04% | +261+6.4% | Added |
| Capital Wealth Alliance, LLC | 4,334 | $5.97M | 3.41% | +56+1.3% | Added |
| Federated Hermes, Inc. | 4,386 | $6.04M | 0.01% | −304−6.5% | Reduced |
| HighTower Advisors, LLC | 4,439 | $6.11M | 0.01% | +441+11.0% | Added |
| AQR Capital Management LLC | 4,500 | $6.20M | 0.01% | +1,677+59.4% | Added |
| Madden Securities Corp | 4,501 | $6.20M | 2.75% | +233+5.5% | Added |
| Dakota Wealth Management | 4,515 | $6.22M | 0.15% | +15+0.3% | Added |
| Leonteq Securities AG | 4,697 | $6.47M | 0.90% | +1,756+59.7% | Added |
| Resona Asset Management Co.,Ltd. | 4,727 | $6.59M | 0.04% | +4,727 | New |
| GTS Securities LLC | 4,812 | $6.63M | 0.14% | −18,751−79.6% | Reduced |
| Vontobel Holding Ltd. | 4,834 | $6.66M | 0.02% | +2,508+107.8% | Added |
| BNP Paribas Arbitrage, SA | 4,868 | $6.71M | 0.01% | −9,406−65.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,917 | $6.77M | 0.61% | +584+13.5% | Added |
| Moors & Cabot, Inc. | 4,991 | $6.88M | 0.37% | −36−0.7% | Reduced |
| Voya Investment Management LLC | 5,075 | $6.99M | 0.01% | −10,607−67.6% | Reduced |
| MML Investors Services, LLC | 5,250 | $7.23M | 0.03% | −8−0.2% | Reduced |
| Principal Financial Group Inc | 5,274 | $7.26M | 0.00% | −520−9.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,332 | $7.34M | 0.02% | −1,333−20.0% | Reduced |
| Storebrand Asset Management AS | 5,508 | $7.59M | 0.03% | +5,508 | New |
| Kestra Advisory Services, LLC | 5,723 | $7.69M | 0.04% | +382+7.2% | Added |
| Ensign Peak Advisors, Inc | 5,586 | $7.69M | 0.01% | +1,150+25.9% | Added |
| Tower Research Capital LLC (TRC) | 5,610 | $7.73M | 0.13% | +5,440+3,200.0% | Added |
| Acorn Financial Advisory Services Inc | 5,614 | $7.73M | 1.44% | +1,622+40.6% | Added |
| Asset Management One Co.,Ltd. | 5,653 | $7.79M | 0.03% | +5,653 | New |
| Pictet Asset Management Holding SA | 5,734 | $7.90M | 0.01% | +3,828+200.8% | Added |