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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 5,274 | $7.26M | 0.00% | −520−9.0% | Reduced |
| MML Investors Services, LLC | 5,250 | $7.23M | 0.03% | −8−0.2% | Reduced |
| Voya Investment Management LLC | 5,075 | $6.99M | 0.01% | −10,607−67.6% | Reduced |
| Moors & Cabot, Inc. | 4,991 | $6.88M | 0.37% | −36−0.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,917 | $6.77M | 0.61% | +584+13.5% | Added |
| BNP Paribas Arbitrage, SA | 4,868 | $6.71M | 0.01% | −9,406−65.9% | Reduced |
| Vontobel Holding Ltd. | 4,834 | $6.66M | 0.02% | +2,508+107.8% | Added |
| GTS Securities LLC | 4,812 | $6.63M | 0.14% | −18,751−79.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 4,727 | $6.59M | 0.04% | +4,727 | New |
| Leonteq Securities AG | 4,697 | $6.47M | 0.90% | +1,756+59.7% | Added |
| Dakota Wealth Management | 4,515 | $6.22M | 0.15% | +15+0.3% | Added |
| Madden Securities Corp | 4,501 | $6.20M | 2.75% | +233+5.5% | Added |
| AQR Capital Management LLC | 4,500 | $6.20M | 0.01% | +1,677+59.4% | Added |
| HighTower Advisors, LLC | 4,439 | $6.11M | 0.01% | +441+11.0% | Added |
| Federated Hermes, Inc. | 4,386 | $6.04M | 0.01% | −304−6.5% | Reduced |
| Capital Wealth Alliance, LLC | 4,334 | $5.97M | 3.41% | +56+1.3% | Added |
| Arizona State Retirement System | 4,327 | $5.96M | 0.04% | +261+6.4% | Added |
| Brevan Howard Capital Management LP | 4,291 | $5.91M | 0.39% | +2,631+158.5% | Added |
| Walleye Trading LLC | 4,241 | $5.84M | 0.12% | −1,066−20.1% | Reduced |
| TB Alternative Assets Ltd. | 4,135 | $5.70M | 1.33% | +3,940+2,020.5% | Added |
| Aviva PLC | 4,120 | $5.68M | 0.02% | +4,120 | New |
| Franklin Resources Inc | 4,113 | $5.67M | 0.00% | −16,328−79.9% | Reduced |
| Nomura Asset Management Co Ltd | 4,060 | $5.59M | 0.02% | +4,060 | New |
| Janney Montgomery Scott LLC | 3,900 | $5.37M | 0.02% | +681+21.2% | Added |
| Mariner, LLC | 3,860 | $5.32M | 0.01% | +638+19.8% | Added |
| FORA Capital, LLC | 3,805 | $5.24M | 0.64% | +2,157+130.9% | Added |
| Cresset Asset Management, LLC | 3,786 | $5.22M | 0.02% | +2,471+187.9% | Added |
| CI Private Wealth, LLC | 3,735 | $5.14M | 0.01% | +1,220+48.5% | Added |
| Longitude (Cayman) Ltd. | 3,700 | $5.10M | 8.03% | −1,100−22.9% | Reduced |
| Voloridge Investment Management, LLC | 3,691 | $5.08M | 0.02% | +3,691 | New |
| Avantax Advisory Services, Inc. | 3,629 | $5.00M | 0.04% | +382+11.8% | Added |
| Bluefin Capital Management, LLC | 3,600 | $4.96M | 1.33% | +1,699+89.4% | Added |
| Macquarie Group Ltd | 3,592 | $4.95M | 0.01% | −24−0.7% | Reduced |
| Russell Investments Group, Ltd. | 3,382 | $4.66M | 0.01% | −22−0.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 3,321 | $4.57M | 0.02% | +3,321 | New |
| Handelsbanken Fonder AB | 3,286 | $4.53M | 0.02% | +900+37.7% | Added |
| IFM Investors Pty Ltd | 3,209 | $4.42M | 0.04% | +3,209 | New |
| Jump Financial, LLC | 3,189 | $4.39M | 0.09% | +3,189 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,173 | $4.37M | 0.05% | +1,586+99.9% | Added |
| Seven Eight Capital, LP | 3,135 | $4.32M | 0.45% | +3,135 | New |
| Tudor Investment Corp Et Al | 3,044 | $4.19M | 0.05% | +3,044 | New |
| Rakuten Securities, Inc. | 3,036 | $4.18M | 1.80% | +739+32.2% | Added |
| British Columbia Investment Management Corp | 3,016 | $4.15M | 0.03% | +3,016 | New |
| Forsta Ap-Fonden | 3,000 | $4.13M | 0.04% | +3,000 | New |
| Independent Advisor Alliance | 2,989 | $4.12M | 0.14% | +924+44.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,863 | $3.94M | 0.01% | −76−2.6% | Reduced |
| EagleClaw Capital Managment, LLC | 2,744 | $3.78M | 0.68% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 2,719 | $3.75M | 0.00% | −5,823−68.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,808 | $3.62M | 0.01% | +283+11.2% | Added |
| Tredje AP-fonden | 2,630 | $3.62M | 0.03% | +2,630 | New |
| DnB Asset Management AS | 2,618 | $3.61M | 0.02% | +2,618 | New |
| TD Asset Management Inc | 2,612 | $3.60M | 0.00% | +2,612 | New |
| Jefferies Financial Group Inc. | 2,600 | $3.58M | 0.07% | −10,845−80.7% | Reduced |
| Marex Group plc | 2,582 | $3.56M | 0.10% | −52,512−95.3% | Reduced |
| Nations Financial Group Inc, | 2,538 | $3.50M | 0.29% | +859+51.2% | Added |
| Walleye Capital LLC | 2,475 | $3.41M | 0.04% | −1,225−33.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,442 | $3.36M | 0.00% | −138−5.3% | Reduced |
| National Bank of Canada | 2,440 | $3.32M | 0.01% | −310−11.3% | Reduced |
| APG Asset Management N.V. | 2,544 | $3.27M | 0.01% | +2,544 | New |
| Global Retirement Partners, LLC | 2,294 | $3.16M | 0.10% | +1,680+273.6% | Added |
| LCM Capital Management Inc | 2,263 | $3.12M | 1.94% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 2,243 | $3.09M | 0.11% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,199 | $3.03M | 0.12% | +122+5.9% | Added |
| Twin Tree Management, LP | 2,194 | $3.02M | 0.09% | +2,194 | New |
| ProShare Advisors LLC | 2,192 | $3.02M | 0.01% | −945−30.1% | Reduced |
| Prudential Financial Inc | 2,183 | $3.01M | 0.00% | −616−22.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 2,154 | $2.97M | 0.12% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,136 | $2.94M | 0.21% | +1,622+315.6% | Added |
| SRN Advisors, LLC | 2,122 | $2.92M | 2.43% | +294+16.1% | Added |
| Korea Investment CORP | 2,100 | $2.89M | 0.01% | +2,100 | New |
| American Century Companies Inc | 2,098 | $2.89M | 0.00% | +361+20.8% | Added |
| DRW Securities, LLC | 2,095 | $2.89M | 0.18% | +2,095 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,946 | $2.68M | 0.00% | −454−18.9% | Reduced |
| Howe & Rusling Inc | 1,946 | $2.68M | 0.24% | +1,946 | New |
| Envestnet Asset Management Inc | 1,923 | $2.65M | 0.00% | −89−4.4% | Reduced |
| Nissay Asset Management Corp | 1,846 | $2.54M | 0.02% | +1,846 | New |
| Laurion Capital Management LP | 1,823 | $2.51M | 0.08% | +1,823 | New |
| Hudson Bay Capital Management LP | 1,806 | $2.49M | 0.02% | +806+80.6% | Added |
| DekaBank Deutsche Girozentrale | 1,566 | $2.41M | 0.00% | +1,566 | New |
| GWM Advisors LLC | 1,740 | $2.40M | 0.02% | +594+51.8% | Added |
| Mackenzie Financial Corp | 1,705 | $2.35M | 0.00% | +801+88.6% | Added |
| Coastal Investment Advisors, Inc. | 1,689 | $2.33M | 0.46% | +604+55.7% | Added |
| Nisa Investment Advisors, LLC | 1,660 | $2.29M | 0.01% | +1,181+246.6% | Added |
| Headlands Technologies LLC | 1,606 | $2.21M | 0.23% | +1,606 | New |
| Public Employees Retirement Association of Colorado | 1,582 | $2.18M | 0.01% | −8−0.5% | Reduced |
| UBS Oconnor LLC | 1,567 | $2.16M | 0.06% | +1,567 | New |
| Spire Wealth Management | 1,564 | $2.15M | 0.08% | −144−8.4% | Reduced |
| Secure Asset Management, LLC | 1,558 | $2.15M | 0.41% | +1,558 | New |
| Private Advisor Group, LLC | 1,554 | $2.14M | 0.01% | −1,885−54.8% | Reduced |
| Susquehanna International Group Ltd. | 1,525 | $2.10M | 0.53% | +1,525 | New |
| Susquehanna International Securities, Ltd. | 1,500 | $2.07M | 0.76% | +839+126.9% | Added |
| Pinnacle Associates Ltd | 1,497 | $2.06M | 0.03% | −14−0.9% | Reduced |
| Pearl River Capital, LLC | 1,495 | $2.06M | 0.33% | +1,495 | New |
| One Capital Management, LLC | 1,487 | $2.05M | 0.07% | 00.0% | Unchanged |
| Old Mission Capital LLC | 1,485 | $2.05M | 0.05% | +1,354+1,033.6% | Added |
| Ameritas Advisory Services, LLC | 1,478 | $2.04M | 0.08% | −11−0.7% | Reduced |
| Daiwa Securities Group Inc. | 1,451 | $2.00M | 0.01% | +1,451 | New |
| Catalyst Funds Management Pty Ltd | 1,400 | $1.93M | 0.52% | +1,400 | New |
| Xponance, Inc. | 1,392 | $1.92M | 0.02% | +489+54.2% | Added |
| Apollon Wealth Management, LLC | 1,306 | $1.80M | 0.05% | −109−7.7% | Reduced |