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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 5,788 | $7.98M | 0.02% | +4,414+321.3% | Added |
| Victory Capital Management Inc | 5,814 | $8.01M | 0.01% | −19,058−76.6% | Reduced |
| State of New Jersey Common Pension Fund D | 5,815 | $8.01M | 0.03% | −2,784−32.4% | Reduced |
| Ameriprise Financial Inc | 5,851 | $8.06M | 0.00% | −23,839−80.3% | Reduced |
| Eschler Asset Management LLP | 6,000 | $8.20M | 6.44% | −2,400−28.6% | Reduced |
| Public Employees Retirement System of Ohio | 5,972 | $8.23M | 0.03% | +5,972 | New |
| ExodusPoint Capital Management, LP | 5,980 | $8.24M | 0.09% | +5,980 | New |
| Nomura Holdings Inc | 6,031 | $8.31M | 0.05% | +4,717+359.0% | Added |
| Danske Bank A/S | 6,193 | $8.53M | 0.03% | +4,246+218.1% | Added |
| Cetera Investment Advisers | 6,256 | $8.62M | 0.02% | +1,034+19.8% | Added |
| Bank of Montreal | 5,940 | $8.90M | 0.00% | −7,642−56.3% | Reduced |
| Belvedere Trading LLC | 6,486 | $8.93M | 0.47% | +6,486 | New |
| Raymond James & Associates | 6,636 | $9.14M | 0.01% | +45+0.7% | Added |
| Creative Planning | 6,640 | $9.15M | 0.01% | +1,702+34.5% | Added |
| Aquatic Capital Management LLC | 6,800 | $9.37M | 0.35% | +6,800 | New |
| Treasurer of the State of North Carolina | 7,010 | $9.66M | 0.04% | +6,820+3,589.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 7,088 | $9.76M | 0.02% | +7,088 | New |
| Alliancebernstein L.P. | 7,104 | $9.79M | 0.00% | −12,384−63.5% | Reduced |
| Kapstone Financial Advisors LLC | 7,130 | $9.82M | 6.44% | +156+2.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,692 | $10.6M | 0.03% | +7,692 | New |
| Neuberger Berman Group LLC | 8,130 | $11.2M | 0.01% | −828−9.2% | Reduced |
| Amundi | 8,676 | $11.3M | 0.00% | +4,432+104.4% | Added |
| State of Wisconsin Investment Board | 8,348 | $11.5M | 0.03% | −2,764−24.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,578 | $11.8M | 0.65% | +8,578 | New |
| Royal Bank of Canada | 8,843 | $12.2M | 0.00% | +1,598+22.1% | Added |
| New York State Common Retirement Fund | 9,353 | $12.9M | 0.02% | +3,136+50.4% | Added |
| HSBC Holdings PLC | 9,437 | $13.1M | 0.01% | +1,694+21.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,569 | $13.2M | 0.02% | +9,555+68,250.0% | Added |
| Shariaportfolio, Inc. | 9,570 | $13.2M | 7.11% | +1,957+25.7% | Added |
| CTC LLC | 9,683 | $13.3M | 1.00% | −10,994−53.2% | Reduced |
| Exchange Traded Concepts, LLC | 10,147 | $14.0M | 0.36% | −4,763−31.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,665 | $14.7M | 0.05% | +369+3.6% | Added |
| First Trust Advisors LP | 10,690 | $14.7M | 0.02% | −3,899−26.7% | Reduced |
| Compass Ion Advisors, LLC | 9,152 | $15.6M | 2.23% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 11,916 | $16.4M | 0.40% | +475+4.2% | Added |
| EULAV Asset Management | 12,900 | $17.8M | 0.48% | +4,700+57.3% | Added |
| SG Americas Securities, LLC | 13,218 | $18.2M | 0.11% | −10,147−43.4% | Reduced |
| Van Eck Associates Corp | 13,262 | $18.3M | 0.03% | −5,141−27.9% | Reduced |
| Squarepoint Ops LLC | 13,717 | $18.9M | 0.07% | +8,471+161.5% | Added |
| Capital Research Global Investors | 14,547 | $20.0M | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 14,624 | $20.1M | 0.04% | +12,358+545.4% | Added |
| Strong Tower Advisory Services | 14,740 | $20.3M | 6.66% | +525+3.7% | Added |
| Barclays PLC | 15,731 | $21.7M | 0.01% | −19,850−55.8% | Reduced |
| Centiva Capital, LP | 15,756 | $21.7M | 1.05% | +15,756 | New |
| Stifel Financial Corp | 15,808 | $21.8M | 0.02% | +2,786+21.4% | Added |
| Cantor Fitzgerald, L. P. | 17,234 | $23.7M | 4.77% | +15,464+873.7% | Added |
| Rhumbline Advisers | 18,560 | $25.6M | 0.02% | −3,772−16.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 18,836 | $25.9M | 0.45% | −132−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 19,176 | $26.4M | 0.06% | −3,755−16.4% | Reduced |
| Alpine Global Management, LLC | 19,228 | $26.5M | 4.61% | +19,228 | New |
| Wells Fargo & Company | 23,611 | $32.5M | 0.01% | −5,196−18.0% | Reduced |
| Commonwealth Equity Services, LLC | 24,321 | $33.5M | 0.05% | +683+2.9% | Added |
| National Pension Service | 24,500 | $33.7M | 0.04% | +24,500 | New |
| Deutsche Bank AG | 24,819 | $34.2M | 0.02% | +12,045+94.3% | Added |
| California State Teachers Retirement System | 25,346 | $34.9M | 0.04% | +10,505+70.8% | Added |
| Natixis | 26,494 | $36.5M | 0.23% | −3,701−12.3% | Reduced |
| Group One Trading, L.P. | 26,517 | $36.5M | 1.15% | +26,517 | New |
| California Public Employees Retirement System | 27,643 | $38.1M | 0.03% | +3,822+16.0% | Added |
| Toroso Investments, LLC | 28,001 | $38.6M | 0.53% | +1,509+5.7% | Added |
| Bank of America Corp | 28,143 | $38.8M | 0.00% | −11,408−28.8% | Reduced |
| Price T Rowe Associates Inc | 28,418 | $39.1M | 0.00% | −60,344−68.0% | Reduced |
| Nuveen Asset Management, LLC | 29,154 | $40.2M | 0.01% | −14,153−32.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 29,157 | $40.2M | 0.03% | +29,157 | New |
| Legal & General Group Plc | 32,527 | $44.8M | 0.01% | +16,803+106.9% | Added |
| FMR LLC | 35,064 | $48.3M | 0.00% | −264,600−88.3% | Reduced |
| Citigroup Inc | 36,614 | $50.4M | 0.05% | +526+1.5% | Added |
| UBS Group AG | 38,363 | $52.8M | 0.02% | −6,273−14.1% | Reduced |
| HRT Financial LP | 41,143 | $56.7M | 0.32% | +41,143 | New |
| Invesco Ltd. | 41,468 | $57.1M | 0.01% | −30,795−42.6% | Reduced |
| Graham Capital Management, L.P. | 41,805 | $57.6M | 1.99% | +22,962+121.9% | Added |
| Swiss National Bank | 46,600 | $64.2M | 0.04% | +17,400+59.6% | Added |
| LPL Financial LLC | 49,559 | $68.3M | 0.03% | +5,172+11.7% | Added |
| Bank of New York Mellon Corp | 56,257 | $77.5M | 0.01% | −2,387−4.1% | Reduced |
| JPMorgan Chase & Co | 58,712 | $80.9M | 0.01% | −827−1.4% | Reduced |
| UBS Asset Management Americas Inc | 59,713 | $82.3M | 0.02% | +42,838+253.9% | Added |
| Capital World Investors | 71,020 | $97.8M | 0.02% | +384+0.5% | Added |
| IMC-Chicago, LLC | 77,044 | $106.1M | 3.40% | −23,227−23.2% | Reduced |
| Millennium Management LLC | 87,944 | $121.1M | 0.10% | +86,960+8,837.4% | Added |
| Charles Schwab Investment Management Inc | 96,633 | $133.1M | 0.03% | −27,472−22.1% | Reduced |
| Wolverine Trading, LLC | 105,345 | $145.1M | 2.38% | +100,944+2,293.7% | Added |
| Citadel Advisors LLC | 119,932 | $165.2M | 0.16% | +51,126+74.3% | Added |
| Goldman Sachs Group Inc | 136,790 | $188.4M | 0.04% | +58,930+75.7% | Added |
| Northern Trust Corp | 141,500 | $194.9M | 0.03% | +1,493+1.1% | Added |
| Norges Bank | 157,890 | $217.5M | 0.03% | +12,373+8.5% | Added |
| Geode Capital Management, LLC | 253,638 | $348.7M | 0.03% | −79,469−23.9% | Reduced |
| Jane Street Group, LLC | 301,676 | $415.6M | 0.45% | +76,052+33.7% | Added |
| State Street Corp | 310,493 | $427.7M | 0.02% | −24,134−7.2% | Reduced |
| Susquehanna International Group, LLP | 378,136 | $520.9M | 0.91% | +133,273+54.4% | Added |
| Morgan Stanley | 782,111 | $1.08B | 0.08% | −182,248−18.9% | Reduced |
| BlackRock Inc. | 881,077 | $1.21B | 0.03% | −360,820−29.1% | Reduced |
| Vanguard Group Inc | 1,550,152 | $2.14B | 0.04% | −2,896−0.2% | Reduced |
| Capital International Investors | 1,725,525 | $2.38B | 0.49% | −66,039−3.7% | Reduced |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −14,507−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −7,871−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −7,680−100.0% | Sold out |
| Accredited Investors Inc. | 0 | $0 | 0.00% | −7,370−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −7,326−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −6,731−100.0% | Sold out |